by Robert Holman | The Defensive Advisor | www.defensiveadvisor.com
INSIDE: Current market rating, the economy, stock selection, and a free offer.
MARKET RATING … My rating opinion is more cautious than earlier this year, now at 6.5 (where 0 - 4 is bearish, 5 is neutral, 6 - 10 is bullish) due to expected future valuation decreases (see below). As indicated by this report in mid-March, the market shifted to sideways moves and sideways-up moves.
THE ECONOMY … Primary worries remain inflation and interest rates – the worry about inflation seems to be diminishing somewhat, and for now, the market seems to think inflation is under control. However, significant increases in either of these are highly likely to draw an immediate response by investors, in the form of reduced stock prices.
STOCKS … Picking stocks that will perform strongly in this environment is challenging, yet good still opportunities exist. Selection and timing are very important. Gains will likely be coming slower than in the immediate post-Covid environment.
FREE OFFER for PROSPECTIVE CLIENTS – Frequent communications with investors is a hallmark at this firm. I will give you a complimentary portfolio evaluation --- pointing out any flaws found and giving some ideas for improvement. Just contact me at firstname.lastname@example.org or by calling 972-702-6032 or by sending your contact information via the website link below.
THANK YOU TO MY EXISTING CLIENTS FOR YOUR TRUST. We’ve had great success since we started this RIA in mid-2018, up more than 60% after all income and expenses in our moderate risk portfolios.
Published every Tuesday at 12:00 noon. For more information on my investment and planning services, or to sign-up for this weekly e-Newsletters, visit my website: http://www.defensiveadvisor.com/blog OR http://www.defensiveadvisor.com/contact
Opinions voiced in this post are for general information only and are not intended to provide specific advice or recommendations for any individual, without complete knowledge of that individual’s total financial profile. No strategy assures success or protects against loss. Past performance does not guarantee future results.