Brent Schutte
Chief Investment Officer, Northwestern Mutual Wealth Management Company
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$28.87
+4.3%
Recommends owning commodities as a hedge against inflation, which may be more permanent, and has been a position held for years to manage two-sided risks in the market.
Other
Long
Apr 15
$268.51
+6.9%
Prefers small and mid-cap stocks, specifically the S&P 600, due to better valuation compared to large-caps like the S&P 500, with similar earnings growth but lower P/E ratios, providing a margin of safety for long-term investing.
Macro
Long
Apr 15
$131.83
+5.0%
Prefers small and mid-cap stocks, specifically the S&P 600, due to better valuation compared to large-caps like the S&P 500, with similar earnings growth but lower P/E ratios, providing a margin of safety for long-term investing.
Macro
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