Beachman’s Investing Brief

Beachman’s Investing Brief

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Beachman’s Investing Brief
Beachman’s Investing Brief
Is this stock a good barbell hedge for 2024? Q3 earnings brief
Portfolio

Is this stock a good barbell hedge for 2024? Q3 earnings brief

Portfolio: Highlights, trends and comparative performance findings from recent earnings reports

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Beachman
Nov 09, 2023
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Beachman’s Investing Brief
Beachman’s Investing Brief
Is this stock a good barbell hedge for 2024? Q3 earnings brief
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I, recently, started preparing my Beachman’s portfolio for 2024. I am trying to assess where the economic macro, bond markets and equity markets are heading next year. And I am trying to position my portfolio accordingly to maximize gains and minimize losses.

I run a tech-heavy, growth portfolio, so I am actively looking for stocks that can serve as a barbell hedge against my tech holdings, stocks that are recession resilient and could benefit from strong tailwinds in 2024.


To celebrate the 2-year anniversary of this publication, Beachman is offering a 10% lifetime discount on the annual paid subscription (28% lower than subscribing monthly). Use this link to take advantage of the limited time offer: https://beachman.substack.com/sale28


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