Kathleen Entwistle
Managing Director & Private Wealth Advisor, Morgan Stanley
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 26
$413.30
+0.0%
Gold and silver are real assets that respond well in the current market environment, likely due to inflationary pressures and a non-correlated benefit. The firm likes gold and silver as part of a diversified real assets sleeve.
Macro
Long
May 26
$290.31
-0.1%
Small cap stocks offer a diversification opportunity away from the concentrated tech trade. The firm is starting to dip clients' toes into the small cap arena.
Macro
Long
May 26
$56.65
-0.2%
Energy infrastructure is a real asset that holds up in inflationary environments and provides diversification from expensive tech stocks. The firm is actively putting clients into energy infrastructure positions.
Other
Long
May 26
$69.78
-0.0%
Gold and silver are real assets that respond well in the current market environment, likely due to inflationary pressures and a non-correlated benefit. The firm likes gold and silver as part of a diversified real assets sleeve.
Other
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