The tech sector’s long rally may cause unease for many investors wondering whether they’ve waited too long to profit. While many of the big names trade at unattractive lofty valuations, several companies and strategies still work with this unflinching tech bull market.
While the broader market looks strong on the surface, underlying trends have weakened considerably over the past six months. Accordingly, we believe a 5 to 10 percent pullback in the S&P 500 is likely in the final months of 2017. That correction will serve as an opportunity to add stocks to the Wealth Builders Portfolio.
China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.
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