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The presidential race for the White House has already had tremendous drama and we are still 96 days from Election Day! Who knows what may transpire next? Many investors attempt to tactically “play” the expected result of the presidential election prior to the actual vote.
In our view, positioning portfolios based on a candidate’s policy views and an expectation of that candidate’s victory are misguided. Even if you get the right candidate, the portfolio positioning may be incorrect or superseded by other concerns.
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