McCullough: Wondering When to Buy? ‘Portfolio Solutions is the Answer’

We understand. Balancing family and work commitments might make it challenging to mirror every move Keith McCullough makes in his portfolio.

So, if you missed out on big gains in Uranium (up 37% since McCullough added ETFs URA and URNM to his portfolio), where do you turn from here?

“The answer isn’t blowing in the wind. Portfolio Solutions is the answer,” Hedgeye’s Risk Manager in Chief explains in this clip from The Macro Show.

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Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process.

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[ryanw]

I usually short my missed positions once they are extremely over bought. If I don’t make the money in the way up I make it on the way down.

[davodeewhy]

Its BTFD in trenders, AFTER an appropriate buy signal off that weakness.

[Derideo]

ETFs will always underperform individual stocks. URA is proof. It's called deworsification.

[davodeewhy]

GLD gone nowhere over 3 months. In a long consolidation now. $UUP unhelpfulfor gold now. I wait.