With little sign the US is headed for recession by the middle of next year, there’s more upside for stocks this cycle. It’s dangerous to sell out too soon and miss out on the final months of the bull market.
Although the S&P 500 appears overdue for a pullback of at least 5 to 10 percent, we remain bullish on select financial stocks and would regard any correction as an opportunity to accumulate our favorites.
We preview the upside catalysts that could be in play for some of our Lifelong Income Portfolio holdings and replace one of our winners with another higher yielder that offers a better risk-reward proposition
Investor talk has turned against the Trump Trade, and for all the wrong reasons. While a market correction is due, look to the sectors that did well during the post-election period to perform well–making pullbacks an opportunity to buy.
Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.
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