by Robert Holman | The Defensive Advisor | www.defensiveadvisor.com
EQUITY MARKET RATING … 7.0 (0-4 bearish, 5 neutral, 6-10 bullish). Markets looking good so far.
EQUITY MARKET and ECONOMY … Equity market opportunities in 2022 look good so far. We did have the “Santa Clause Rally” that so many were hoping for, and the overall equity market appears to be on a positive rally during these first few days of the New Year. Good news.
New Covid-Omicron cases look like they will peak in the next 5-10 days and this virus may actually burn itself out within the next 30 days. Even better good news.
But, as always, it could all turn around very quickly.
When change happens, we happen to change. Many thousands of dollars have been lost to predictions that never occurred. Many thousands of dollars of profits have also been "not made" (i.e., lost) by investors not responding to change. So, we do not try to PREDICT the future, so much as we try to RESPOND to current change.
Of course, my clients receive the quickest and greatest financial benefit from our responses. Many investment advisors do not even attempt to respond to change, which to me seems either “lazy” or maybe it's just a lack of knowledge of what to do. Unfortunately, the client is the loser in that process.
Please keep in mind that different parts of the equity market are affected unequally by what is occurring now. To find out what sectors, styles, and strategies are working, please consult with a financial professional who works full-time in portfolio management.
PORTFOLIOS … Just click here, and I’ll be happy to give you a complimentary portfolio evaluation – sending you an email explaining what’s good, how it’s likely to perform, and giving you a couple of ideas for improvement – again, all at no cost to you.
FREE OFFER for NEW SUBSCRIBERS – Contact me by email at firstname.lastname@example.org, or by calling 972-702-6032, and I’ll be happy to give you an assessment of the opportunities and risks in your portfolio. I’ll also give you the name of two stocks on my watch list nearing Buy status.
TO MY CLIENTS, THANK YOU FOR YOUR TRUST. We’ve had great success since we started this RIA in mid-2018, up more than 94% in our moderate risk portfolios for the 13-quarter period ended September 2021, after all expenses are deducted.
Excelsior Divitiae. Published every Tuesday at 12:00 noon. For more information on my investment and planning services, or to sign-up for this weekly e-Newsletter, visit my website: http://www.defensiveadvisor.com/services 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.