Playing Stock Market Defense
Not pretty, is how one would probably describe the markets for the past two months. So the best idea is to stay defensive, meaning utilities, consumer staples and healthcare. This past week’s rally has restored some of the losses, but lots of fears remain. In April, the Standard & Poor’s 500 stock index was down 0.75%, and in May the market slid 6.27%. The uptick that began Tuesday lifted the …
Beat the Market With Sector Rotation
Everyone wants to outpace the market, usually defined as theĂ‚Â Standard & Poor’s 500 index. While the stock market never guarantees you aĂ‚Â sure-fire win, there’s a clever approach that has triumphed in the last dozenĂ‚Â years. It involves rotating into the best-performing sectors annually. Last month, I wrote about this interesting investment strategy, which a pioneer of sector investing, Standard & Poor’s Sam Stovall, calls: “There’s Always a Bull …
Alternative Strategies Allocation
Last week my partner and I participated in the webinar about Alternative Investment strategies and how to position them in your portfolio. We also discussed the types of alternative strategies that are out there. We also talked about what is commonly called the Endowment Model and below is the performance of the Harvard Management Company, which manages the endowment of Harvard University and I see that they have excellent …
Playing it Safe By Beverly Goodman
Special Report on ETFs. Three well respected advisers tell Barons their strategies for ETFs. “At least 90% of your returns are determined by your asset allocation,” With some $1.4 trillion invested in exchange-traded funds and 157 new products launched in the past six months alone (that’s more than one per business day), ETFs are at their most popular—and their most confounding. Though the term “ETF” is often used for the …