by Robert Holman | The DefensiveAdvisor.com | June 2, 2020
Bullish … rating of 7 (0 - 4 is bearish, 5 is neutral, 6 - 10 is bullish).
Our stocks are performing well. Overall, as of the end of business Friday, our accounts are up more than 20% YTD while the market, as measured by the S&P 500, is down more than 5% YTD (not including dividends paid, around 1% I think). Therefore, our accounts are performing more than 25 points better than the overall market.
I specialize in helping clients who have not saved enough for retirement to catch up to where they need to be. I do that by incorporating both offense and defense in my investment approach. This dual focus allows individuals to make real, significant gains toward their retirement goals.
If you have not yet become a client, please allow me the opportunity to serve you. For those of you who are already clients, thank you for your trust.
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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.