Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.
Sep 10, 2021
Summitry’s Investment Team hosts a quarterly update webinar to discuss portfolio changes since the last quarter, what happens when investor expectations meet market reality, took a deep dive into Nintendo, and Q&A from the audience.
2:50 Portfolio changes since the last quarter
5:25 Investor expectations meet market reality
11:47 Our portfolio isn’t the market
17:38 Case study: Nintendo
27:20 How to prepare for a marketing correction
30:44 Purpose of cash within our portfolio
32:07 Regulations in China and how that affect tech holdings in our portfolio
34:24 Use of dividend ETFs to boost returns
35:51 Cultural shift in gaming industry
37:10 Are we considering ancillary investments like EA or Activision, NVDA
38:50 Any opportunities from a shortage of semiconductors?
41:28 Decentralization of finance – how that does that affect our financial holdings?
48:05 Wells Fargo – the journey and what we see ahead
51:00 Chipotle, Apple – how do we think about companies that have done well after we sell
55:31 Clean energy, lithium
57:00 European markets – any opportunities there?
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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Lisa Morabe, FPQP
Business Development Associate