by Robert Holman | The Defensive Advisor | www.defensiveadvisor.com
INSIDE: Current market rating, the economy, and a free offer.
MARKET RATING … Now at 6 (where 0 - 4 is bearish, 5 is neutral, 6 - 10 is bullish). I’m still seeking opportunistic profits but I’m wary the market pendulum will soon be swinging back in the opposite direction. As predicted by this report in mid-March, the market is still moving sideways-up (sideways at times with an upward bias over time). The pace of reopening economy continues to be of concern with new Covid cases popping up everywhere and possibly slowing down the recovery.
ECONOMY … The three primary worries are: new Covid cases causing a slowdown in the recovery; persistent inflation that may not ease up as the Fed expects; and a possible increase in interest rates by the bond market. These concerns have nor brought the market down yet.
STOCKS … Picking stocks that will perform strongly in this environment remains challenging, yet good opportunities still exist. Selection and timing are all important.
TO MY EXISTING CLIENTS, THANK YOU FOR YOUR TRUST. We’ve had great success since we started this RIA in mid-2018, up more than 80% in our moderate risk portfolios for the 3-year period, after all income and expenses are included.
FREE OFFER for PROSPECTIVE CLIENTS – I control risk by adjusting our portfolio holdings - either selling down underperforming sectors or entirely deleting sectors - concurrent with increases in market risk, in order to preserve our capital. We invest in sectors opportunistically when market risk is lower.
I would be pleased to give you a complimentary portfolio evaluation and risk assessment -- pointing out any flaws we find in your portfolio and giving you our ideas for improvement – all at no cost to you. Contact me at firstname.lastname@example.org or by calling 972-702-6032 or by sending your contact information via the website link below.
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 to 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.