Werthstein index falls – Reducing equity exposure in portfolios

Just after the U.S. Election, the Werthstein Institute recommended increased equity holdings in its client portfolios, because they expected investors to react positively to Donald Trump’s fiscal plans. But amidst an increasing number of signs that this rally is now ending, and a growing risk of trade tensions between the new President and China as well as rising inflation, the Institute is now recommending a reduction in stock holdings.


We are pleased to present the latest Werthstein Institute investment decision in our January index update video.

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