Hello Investors! Please find the latest investor market and portfolio update below were we cover the latest market developments and the significant portfolio adjustments and updates done this week.
US Fiscal Debt and Rates
*US Debt Downgrade
*Powell still taking hard line against inflation
Q3 and Q4 Earnings Update
*Q3 Earnings
*Q4 Earnings Outlook
Portfolio Updates
*Latest Portfolio Updates and Adjustments
*Significant Portfolio Turnover
TO DOWNLOAD THE REPORT – CLICK HERE
Please note this is intended for clients of Inside Edge Capital only.
Inside Edge Capital, LLC is a registered investment adviser located in Saratoga Springs, NY may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
This presentation is limited to the dissemination of general information regarding Inside Edge Capital, LLC’s investment advisory services. Accordingly, the information in this presentation should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from Inside Edge Capital, LLC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Any client examples were hypothetical and used to demonstrate a concept.
Past performance is not indicative of future performance. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Inside Edge Capital, LLC), or product referenced directly or indirectly in this presentation, will be profitable. Different types of investments involve varying degrees of risk, & there can be no assurance that any specific investment or investment strategy will be suitable for a client’s or prospective client’s investment portfolio.
Various indexes were chosen that are generally recognized as indicators or representation of the stock market in general. Indices are typically not available for direct investment, are unmanaged and do not include fees or expenses. Some indices may also not reflect reinvestment of dividends.