Finally at a point where I have enough of my portfolio in passives that I can set aside a bit of it to play around with active moves. I want to make a rate-agnostic trade given most of my passive ETF holds provide quite a lot of exposure to that already.
I was thinking of things that will have to keep going regardless of economy, like health care and utilities. Although if I were to do single-name, finding the exact candidate would be tough.
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