Our outlook for global economic expansion bodes well for equity markets, especially those that have lagged over the past 12 months. We prefer emerging markets that have a current account surplus and significant exposure to global trade.
Shares of health insurers trade at favorable valuations because of concerns that the implementation of the Affordable Care Act will weigh on the industry's profit margins. These risks are real but overstated, giving intrepid investors a solid buying opportunity.
The Lifelong Income Portfolio has delivered an average return of about 5 percent since Capitalist Times Premium launched on June 20, with three of our holdings already treating us to dividend increases. We run down the latest news and developments affecting our picks.
Successful income investing is a buy-and-hold game. And when you're investing for the long term, diligence and diversification are your best defense against the market's vagaries. These guiding principles are behind the latest additions to our Lifelong Income Portfolio.
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