This is NOT 'a set it and forget it' environment: Strategist

  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 86 sec. here
  • 5 min. at publisher
  • 📊 Quality Score:
  • News: 45%
  • Publisher: 63%

Eric Freedman News

Investing Strategies,Record Highs

As US Equities (^GSPC, ^DJI, ^IXIC) are trading at record highs, with the Dow Jones Industrial Average hovering above a record 40,000, new investing...

) are trading at record highs, with the Dow Jones Industrial Average hovering above a record 40,000, new investing strategies may emerge, but how should investors frame this environment in their portfolios?

Freedman also affirms this market is"Probably never a set it and forget it just because it is... one of those environments where where things are moving around quite a bit." He also lays out three areas where he is focusing right now: energy, technology, and the equal-weighted S&P.

The other thing that we're doing is really diversifying sources of cash flow for people who just own stocks and bonds.And so owning things like reinsurance, owning things like non agency mortgages, those are we think some unique and interesting sources of cash flow because again, this notion of rate cuts or no rate cuts, but also probably more importantly, where will the fed settle out over time?We don't think so.

And so with that in mind, for a normalization portfolio strategy are, are there areas of the market that investors can feel comfortable with a, a set it and forget it strategy and, and which sectors would that be in Eric? I also think there's an area that is probably a little less uh you know, appreciated is equal weighted S and P. You talk about the dow reaching its all time high, equal weighted S and P is lagged for the last couple of years.

"The concept of a machine to be able to function with general intelligence to me is a 2x bigger factor than what the internet is," Gene Munster said.As the Canadian market continues to benefit from moderating inflation trends and a robust economic backdrop, investors are increasingly looking towards stable income-generating options. In this context, dividend stocks emerge as particularly appealing investments, offering potential for steady returns amid fluctuating market conditions.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 47. in COİN

Coin Coin Latest News, Coin Coin Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

S&P 500 rallies amid quiet week for econ data: Market takeawaysStocks (^GSPC, ^DJI, ^IXIC) closed Monday's trading session on a positive note, with the S&P 500 (^GSPC) experiencing its strongest three-day rally so far in...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »

Stocks search for direction ahead of Fed rate decisionUS equities (^DJI, ^IXIC, ^GSPC) open Wednesday's trading session near their flatline — the Dow Jones Industrial Average moving just a touch higher — in...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »