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Driving Towards Success: Why we are Overweight Auto, in our Sector Advantage

Driving Towards Success: Why we are Overweight Auto, in our Sector Advantage

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Craving Alpha
Apr 17, 2023
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Craving Alpha
Craving Alpha
Driving Towards Success: Why we are Overweight Auto, in our Sector Advantage
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Our portfolio is currently overweight in Auto stocks, yes the one that uses AI/ ML to over weight sectors based on economics and momentum.

Since our latest rebalance, these companies have seen a significant increase in value, ranging anywhere from 5% to 10%. In this blog post, we will discuss why we believe this trend will continue and why we are optimis…

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