This week, Bill shares with you something he’s doing with his portfolio, as was recently shared with clients. Also, we introduce you to five-asset class bench-marking. A bit longer than usual, this video promises to be a hit, especially if you like octopus.
Every year at this time, Bill gives you his outlook for the year ahead. And for the last four years, the message was the same: Bullish on the economy, bullish on stocks (especially U.S. stocks).
But not this year…
A few weeks ago, we advised against playing the drop in Oil prices by buying the commodity. Well if that’s what’s NOT to be done, what IS to be done? We have two ideas this week about how to use the Oil development to your advantage. (The next MM will be after New Year’s).
This week, Bill takes a question from the audience. The topic is Preferred Stocks.
Have a listen…
The price of oil has fallen an awful lot…in an awfully short period of time. That begs the question, “Is Oil a buy at these levels?” Thanks to Exchange Traded Products, it’s never been easier for investors to trade this commodity in their brokerage accounts.
Thus, the real question is, “Should they?” This week Bill addresses the desirability of playing a recovery in oil prices.
It’s during late-stage bull markets for growth assets, such as now, that investors can be tempted to make bad choices that they come to regret dearly. One such notion is the focus on a single area, creating a “time bomb” of sorts that will eventually create great damage.
This week, we help you identify if you have one of these in your investment mix right now, and if so, how to get rid of it.
No one ever beat the markets by following consensus. And consensus is formed the same places everyone goes to get investing insight.
Do your own thinking.
There’s an old adage on Wall Street: “Sell in May, and go away.”
It’s based on the idea that the worst months historically have been the summer months into early Autumn. “Sell in May…” is based on the idea that you liquidate stocks every year on May 31, and buy them back November 1.
Having recently completed that cycle on the calendar, the question is: how would you have done?
This week, Bill tells you the real truth about “Sell in May…”
Halloween came early on Wall Street, with investors scared out of their wits a couple weeks ago. And for what? It’s a reminder that the fearful get eaten up and spit out in the investment world.
If you get spooked that easily, maybe this is the year you turn your lights off and hide from the trick-or-treaters.
There is a fascinating development in the Bond Market that speaks volumes about today’s stock investor. See the stunning information in this “graphic” description of how today compares to past sell-offs – in emotional terms.