September has come to a close. We are now officially entering the final quarter of the year. I can’t believe how fast the year is racing by. Yesterday’s headlines were dominated by the Ford/Kavanaugh hearings, which left little attention on the SEC suit against Tesla. Now, this is going to be potentially huge not just to Tesla but any involvement that Mr. Musk has to a publicly traded company. The suit seeks to bar him for holding a position.
Switching gears away from drama but focusing on the market, today we discuss a few key terms to help investors understand how their portfolio management truly works. Terms like risk-adjusted return, upside and downside capture and what that means to you and your money. Join me from my desk as we discuss this and more.