The business cycle

When the economy starts improving some of the best asset classes are REITs and regional banks. KBE, XLF, and IYR were particularly strong today. I liked also the strength of LQD and JNK.

A business cycle based investment strategy works well. More on The Peter Dag Portfolio.

George Dagnino, PhD

Editor, The Peter Dag Portfolio. Since 1977

Ranked second best gold timer by Timer Digest

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