Veronica Willis 2.1 4 ideas

Global Investment Strategist, Wells Fargo Investment Institute
After 1 day
N/A
4/15 min ideas
After 1 week
N/A
4/15 min ideas
After 1 month
N/A
4/15 min ideas
2 winning  /  2 losing  ·  4 positions (30d)
Net: +1.6%
By sector
Commodity
2 ideas +2.3%
ETF
2 ideas +0.9%
Top tickers (by frequency)
GOLD 1 ideas
0% W -0.5%
SILVER 1 ideas
100% W +5.0%
XLE 1 ideas
100% W +6.5%
XLI 1 ideas
0% W -4.7%
Best and worst calls
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
XLI GOLD SILVER XLE Bloomberg Markets Feb 13, 00:14
Global Investment...
Veronica Willis (Global Investment Strategist, Wells Fargo Investment Institute) | 4 trade ideas tracked | GOLD, SILVER, XLE, XLI | YouTube | Buzzberg