S3 Ep 1 - Quick Market Update - Wide Lens View of Sectors, Cost Averaging Benefits, and Portfolio Overview
Description
In today's 30 minute quick update I talk about the macro > micro world we live in today, the Fed, the effects on the economy, and which sectors tend to outperform the most. Hint: Tech, Consumer Discretionary, and Healthcare have been the top 3 sectors outperforming the market over most time periods and 30 years of data.
I discuss the benefit of having a consumer core equity allocation, and the tremendous benefits that can accrue to investors if they are opportunistic and add to those positions when the market dislocates and a bear market arrives. We are all programmed to sit on our heels today because the Fed is aggressive, not your friend and stock prices are under assault. Taking advantage of these periods to buy more of great businesses aka brands paid handsomely over time.
The next 6 months will provide some of the best long-term buying opportunities we have seen since the financial crisis. Don't get shaken out folks, big dips in great companies are for buying.
United States
