Traphagen Wealth Radio
Discussion of Recent Biotech & Healthcare Overweight (BBH, IBB, FHLC, XLV)
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:09:34
- More information
Informações:
Synopsis
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison. This is a discussion of the following: 1. Overview of recent biotech and healthcare allocations made between 10/31 - 11/5. 2. Discussion of Biotech and healthcare investment case 3. Review of the two different funds in which we recently took positions (FHLC & BBH) 4. Discussion of why we think these sectors suffered the past two years and why valuations improved