10/3/09

Some ideas

Do you have that sinking feeling about your investments?
Do you have a plan?
Do you agree that in times like the current one you have to be focused and not diversified?
Do you recognize that diversification leads to disaster when markets collapse?
Do you know the relationship between asset classes and business cycle/growth?
Do you know the meaning of hedging? Do you know how it works?

These are tough questions. I know. No one has a clear answer and there is disagreement on what is the correct interpretation. Yet, you have to try to find one. The answer has to be tested with history. You cannot hide. You have to have a 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
Ranked No. 1 market timer by Timer Digest

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