portfolio

VIDEO: How to Handle Trump Tariff Anxiety

We’ll remain on the sidelines but we're watching a pair of earnings and a critical update from the president.

Chris Versace·Mar 4, 2025, 8:51 AM EST

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In today’s Daily Rundown video, Chris Versace explains why, with a market that is yet to be oversold, the Portfolio remains on the sidelines as the market adjusts to Trump tariffs and reciprocal measures from Canada and China. 

Those tariffs mean we will pay close attention to earnings from Best Buy BBY and Target TGT on Tuesday morning because they will set the tone for other retailers reporting this week. They are also why we will be tuning into the State of the Union address on Tuesday night and listening closely to company comments at investor conferences.