Greetings. Today, we’d thought to give you a regular update from Maj on thoughts about current and new Model Portfolio Convictions. There was a little bit of post production involved with this one due to its length, so thanks for your patience (and sorry for the length, but chapters are included for your convenience:). For a full table view of what we are currently keeping track of as far as convictions go, you can go here. And the video referencing that table is below.
Log in below with your Premium Account to view the video or check us out with a free trial.
Brian M
Just started getting interested in AEY again. I owned it previously and did well, but I think they could really benefit during the re-open. Or just normalization really.
Maj Soueidan
Hi Brian,
Just saw this message. I’m getting really excited about AEY. Next quarter will probably be a record by a wide margin and no one has picked up on it yet.