by Robert Holman | The Defensive Advisor | www.defensiveadvisor.com
EQUITY MARKET RATING … 3.0 (0-4 bearish, 5.0 neutral, 6-10 bullish) … With Russia invading Ukraine, oil prices surging, inflation still persistent, and money flowing into safe havens, there is no reason not to maintain our 3.0 bearish rating.
EQUITY MARKET and the ECONOMY … After yesterday’s big selloff, it’s not surprising to see a price rebound – although it wasn’t guaranteed, we could have had another down day. But it’s nice to see there is an element of confidence out there among some investors. I’m concerned the market is going to turn increasingly negative as the average consumer is impacted by inflation, oil prices, and the resultant effect --- lower net income, which slows the economy and reduces corporate earnings growth.
PORTFOLIOS … Position your portfolios consistent with these trends. If you are unsure what to do, call me and I’ll explain what ought to be done to help your situation. Just click here, and I’ll be happy to give you a complimentary portfolio evaluation along with a recommendation for two stocks to put into your portfolio.
I’ll also send you an email explaining what’s good about your portfolio, how it’s likely to perform in upcoming months, and giving you a couple of ideas for improvement, all at no cost to you.
Alternatively, you may contact me by calling 972-702-6032, and I’ll give you a way to securely email your portfolio holdings to me and I will input the data for the evaluation.
TO MY CLIENTS … THANK YOU FOR YOUR TRUST. We’ve had remarkable success since we started this RIA in mid-2018, for are doing better than the market return over the same time.
Excelsior Divitiae. Proverbs 21:5, 22:3, 27:12 and 3:56, Joshua 1:9, Ecclesiastes 8:7, 1Chronicles 12:32 and 29:11-13, and James 4:13-16.
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.