Does Dr Wealth look at macro factors in addition to individual stock Net-Net strategy? - Seedly
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Anonymous

Asked on 07 Jul 2018

Does Dr Wealth look at macro factors in addition to individual stock Net-Net strategy?

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Alvin Chow
Alvin Chow
Level 4. Prodigy
Answered on 11 Jul 2018

We don't or I should say rarely. We are bottom-up investors mainly. Graham also didn't say you need to look at the economy. He merely used stock yields vs bond yields to decide to weight in which asset class.

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