How to grow your portfolio, make the best trades amid uncertainty
The current market environment (^DJI, ^IXIC, ^GSPC) presents uncertainty amid shifting economic and trade policies, making it all the more necessary for investors to prioritize understanding fundamentals. Penn Mutual Asset Management portfolio manager George Cipolloni joins Wealth host Brad Smith to explain how investors should read key components like valuations, sales growth, and margins to make the best trading decisions. "You have to know why your stock is up and what components move that stock price up, and, again, it all goes back to the fundamentals," he says. When building a portfolio, Cipolloni stresses the importance of knowing one's risk tolerance and suggests active management for navigating volatility: "You have to know as an investor if you can handle those swings and if you can still invest over time." Additionally, Cipolloni advocates for incorporating a margin of safety into investments by holding liquidity. He cites Berkshire Hathaway (BRK-B, BRK-A) CEO Warren Buffett's portfolio as an example, saying "he has roughly 27% in cash right now or T-bills, which is the most he's had in a very long time." To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch
