
June 28, 2021: Resuming Growth Trends Chaotically?
We review major asset trends and point out that large growth stocks are again in favor. We also speculate that the current market rise might be the final thrust before a big correction.
We review major asset trends and point out that large growth stocks are again in favor. We also speculate that the current market rise might be the final thrust before a big correction.
We discuss why bonds are still important and show that our portfolio actually outperformed S&P 500 since 2001.
We review and compare our bond portfolios against the best bond fund PIMCO Income fund and show that our portfoios have outperformed it.
We show how to use ‘good’ S&P 500 sectors to build portfolios that outperform S&P 500 index by good margins.