DiscoverInvestTalkInstitutional "Window Dressing" Season
Institutional "Window Dressing" Season

Institutional "Window Dressing" Season

Update: 2025-12-13
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Description

As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.

Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.



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Institutional "Window Dressing" Season

Institutional "Window Dressing" Season

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors