Asset allocation drives 50-90% of volatility, risk and returns so focus on asset allocation by sector, industry and nation above all else, with a core position in ETFs.
Stocks must present an opportunity to significantly beat the market averages or are not worth the single stock risk.
Summary Q4 2020 is shaping up to look a lot like Q4 2018. The Fed spiked punch bowl is almost empty. You should be killing what’s left of your zombie stocks now. 2021 will be either a trickle down stagflationary depression or a growth from the middle recovery. The stock market will become more bifurcated in either situation with the ends of our barbell profiting as most other stocks suffer. […]
Sell almost everything. The stock market is topping and multiple factors are screaming to take profits and become more defensive on stocks. The rest of 2020 could be a lot like 2018.
Model portfolios are not enough. Investors need to have a method for building an investment asset allocation. Our Plug & Play Portfolio Models offer a means to an end for successful investors.
We saw this new correction coming. How long will last and how low will it go? Tomorrow’s webinar will be a doozy.
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