Presidents, Pandemics, and Portfolios

January 19, 2021

On Thursday, January 14, 2021 we were glad to be joined by so many of our clients as we hosted the first part of our two-part Annual Client Event. The presentation, Presidents, Pandemics, and Portfolios: A Year (feels like a decade) in Review, was a great conversation led by our co-CIO’s Mark Balasa and Chad Carlson and moderated by Breanna Coffey.

01:04Today’s Topics
01:40 COVID Cases, Fatalities, and Vaccinations
04:40Unemployment Rates
06:392020 Market Recap
12:44Top 10 Stocks Data
14:08Q&A – Tesla, Robinhood, and Valuation Spikes
20:252020 Oil Prices
21:23COVID Vaccine Companies in the Market
22:52Q&A – Bitcoin
27:30Lessons Learned in 2020
29:311) Harms of Market Forecasting
35:102) Don’t Look Too Often
39:183) Importance of Perspective
41:38Central Bank and Government Actions
45:46Importance of Diversification
49:20Q&A – Biden Presidency, Opportunities in the Market, and CI Merger