Asset allocation model
Post-Covid trends
value
positions
inception
inception
The outbreak of the COVID-19 has severely hit the global tourism and entertainment industries, which are highly vulnerable. Feasible solutions for the recovery of these industries in last year’s circumstances were limited. Although the United States was one of the countries hit hardest by Covid-19, it’s now a top performer in terms of vaccination rates, and its economy is in the middle of a rapid turnaround.
I offer you a Land of Opportunity by pointing to an adaptable post-Covid economy that will continue to produce rational profits. This portfolio strategy implies investing in specific market sectors that could prove lucrative from an investing standpoint.
They are:
• Cruising
• Airlines
• Hotels
• Mega Resorts
• Casinos
• Online travel providers etc.
Allocation by Industry

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