Six months ago, I discussed ways that investors could stay invested with one eye squarely on wealth preservation in a risk-on environment. We are still in a risk-on environment where the choices we reviewed in March are still relevant. One half of the list included five stock-based ETFs without derivatives that focus on stocks with … Read more
In the past January Year-End review, I noted that ValuEngine models were predicting a down market for 2022. In March, as fears of interest rate hikes, continued runaway inflation and global implications of the Russian invasion played on investors’ minds, I wrote a column specifically on potential safe harbors in the wake of the perfect … Read more
Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons. The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more