Tag: episode_1821
DE-RISKING THE DOMINANCE OF MEGA CAP TECH STOCKS WITH LEADING GROWTH MANAGER MARGARET VITRANO
It’s hard to keep a roaring bull market down. The S&P 500 marked its 66th record close of the year today and the NASDAQ Composite also hit a new peak. The strong performance once again raised the question: what to do with the dominant position mega-cap tech stocks have in most of our stock portfolios. It is a particular challenge for growth fund managers because that’s where the growth and performance has been for the last decade, especially the past few years.
Continue Reading »VITRANO: COVID CHANGES
Hopefully, Covid as a pandemic will be temporary but its impact can be lasting.
Leading growth fund manager, Margaret Vitrano reflects on the changes she has made in her life.
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