Technology and Internet retail companies have largely driven the S&P 500’s run. These stocks, while not yet at the sky-high valuations that prevailed in 1999-2000, are now far from cheap. To protect against the pullbacks history tells us is common, we're adding a hedge to the Portfolio.
Given the uncertainty and volatility in the energy sector, we prefer midstream names that offer the best leverage to volumetric growth stories and have the balance sheet strength to pursue joint ventures with cash-strapped rivals.
Passive management works for some people some of the time. Recognizing how and when it doesn’t work is key for downside protection and proper investment allocation. Plus, we end with an update on two of our portfolio holdings.
In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.
Around the world and regardless of where they’re based, utilities returns on capital expenditures depend on regulatory decisions. Recent political changes have led to regulatory shifts with significant implications for this sector. Grab your passport, and let’s take a look at these recent changes.
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