Strategy is when you take an investment idea and you start to implement it. Using strategy – not just buying and selling, but using an overarching idea and concept – is vital to smart investing.
Equity markets are in an uptrend right now, with low volatility. Markets get spooked from time to time for a day or two, but nothing has disturbed the overall uptrend so far. Our preference right now is the emerging markets, particularly China.
Dividend strategies are all working right now, as well as floating rates, which are a good investment and very low-risk at this time.
Commodity investments are also working right now. Oil, energy, precious metals and other commodities are showing great movement for investors, and ETFs are a terrific way to invest in commodities.
Decide which strategy you’re following for each position in your portfolio, and stick to it. All strategies stop working at some point in time, so it’s important to be flexible, be alert and know what your risk tolerance is in your investments.
If you’re unsure about your strategies or feel you need more guidance in your investing, call our offices at 800-391-1118 for a wealth coaching session. Doug will be happy to sit down with you and go over your goals and your portfolio. You can also email questions to askdoug(at)dougfabian(dot)com.