And there I thought the hard part was laying out my thoughts on the trends in the market over the next five years. Turns out that outlining investment specifics is even harder. So this is just the first 12 months of picks and positioning for the next five years.
It is different this time: Part 1 and Part 2 of my Special Report: Your Best Investment Strategy for the Next 5 Years. And finally the full Part 3 with strategies and picks for the 5-year period including the “out” years. It’s likely to “be different this time” for the next five years or so. And you need an investment strategy for that period.
In this New Market you need stocks like the 10 picks in my New Edge Portfolio to supplement the 10 solid winners of the New Core Portfolio with which I kicked off the first part of this Special Report: 10 stock picks for a New Core Portfolio for New Market. And watch out for Part 3 coming this week
I’m starting my Special Report on “5 new economies that will shape the future” with the Battery Economy because 1) it’s important on its own, and 2) it has the power to reshape so much of the macro economy. And that last “because” makes the “Battery Economy” an ideal example of what these 5 new “little” economies are all about and why they’re so important to the future growth of your portfolio.
Yes, we want to buy on the dip. Whenever we get a significant dip. (And significant to me is 5% or more in the major indexes–and 10% or more in specific sectors.) But, we need new strategies for buying on the dip that take into account the market’s valuation problem, the central bank tightening that looks to be in the cards, and the real possibility of a dip in growth below forecasts in 2022. I’ve got fouir strategies to suggest for buying in this market on these dips. And 14 picks to use to execute those strategies.
Today, September 20, I’m making Taiwan Semiconductor Manufacturing (TSM) my second pick in my Special Report: 10 Greatest “Savings Account Stocks.”
Yesterday I started giving you specific picks so you can start to fill these buckets. I started with the short-term bucket, the most challenging of the three since it requires you to confront the current paucity of assets throwing off yields of even 2% head on. The goals for this bucket were maximum achievable safety since you don’t have much time in this bucket to recoup any temporary losses, a yield that’s as high as possible–anything over 3% these days is gravy. Remember that the higher the yield you can produce from this bucket, the less risk you’ll need to take in your portfolio, and predictable payments in actual cash (or cash equivalents). Remember that you want to be able to spend the returns from this bucket. Today I’m going to give you picks for filling out the third, the long-term, bucket.
Part 1 of my Special Report on the income investing crisis will go up tomorrow–sorry for the delay
In this Special Report: 5 Post-Pandemic Picks and 5 Post-Pandemic Pans for a New Normal I’m going to highlight 5 stocks that will see big benefits from changes in behavior after the pandemic and 5 stocks that are looking at negative after-effects. I started with two picks for what I called the wonderful world of logistics, Applied Materials (AMAT) and Zebra Technologies (ZBRA). For this post I’m going to move on to one of the key, and maybe surprising, features of the Post-Pandemic economy: The pandemic and the measures implemented to recover from the Pandemic recession of 2020 have exacerbated an already huge wealth imbalance in the U.S. economy. My pick for the very unequal, Post-Pandemic New Normal is Lululemon Athletica
After Wednesday’s news from the Federal Reserve, we all know that an interest rate increase is coming–even if we don’t know when. Could be 2022. Could be 2023. And even if we don’t know how many increases we’re looking for in that time period. Could be one. Could be two. The need to revise your portfolio to take that change in monetary policy is obvious. But figuring out how and when isn’t by any means straightforward. What gives? And how should be navigate a period that is almost certainly going to end with a reversal of the lower for longer interest rates that have dominated asset prices for decades? Today, for the last installment in my Special Report: “5 Picks and 5 Hedges for a Falling Market” I’m going to take one last run at how to hedge this market and how to position your portfolio for the developing trends. (I don’t have much hope that this will be the last time I’m visiting this topic, of course.)
