In the last 3 years,
1. Commodity base stocks consistently outperformed the S&P 500 except for the June-November 2008 period.
2. The bank index has consistently underperformed the S&P 500 except for the June-November 2008 period.
Bottom line. Do you see a useful pattern to use in your investment strategy?
To find out more about my in depth view of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs. I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes. George Dagnino, PhD
Editor, since 1977
No comments:
Post a Comment