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Managed Asset Portfolios Weekly Webinar July 6, 2026

map webinar our thinking Jul 07, 2026

Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the growing use of leverage in today's markets, heightened volatility in technology and semiconductor stocks, and why disciplined investing remains critical as AI-driven demand continues reshaping the semiconductor industry.

The session opens with a look at the rapid rise in margin debt and the expanding use of leveraged exchange-traded products, both of which are amplifying market volatility. Michael then examines the continued strength of the AI-driven semiconductor industry, while noting that increasing manufacturing capacity could eventually shift today's favorable supply-and-demand dynamics.

The webinar concludes by reaffirming Managed Asset Portfolios' commitment to a disciplined, long-term investment approach that distinguishes thoughtful investing from speculative trading.

For more information and specific performance metrics, we invite you to review our Strategy Fact Sheets. Please reach out to your MAP advisor, or email [email protected] if you have questions or topics you’d like addressed in future webinars.

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

Managed Asset Portfolios, LLC is registered as an investment advisor with the United States Securities and Exchange Commission (SEC). Registration as an investment advisor with the SEC is not an endorsement and does not imply any level of skill or training. ‍

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