For our clients, newsletter subscribers and listeners, we thought it would be wise to go over our strategies for investing in portfolios, as it’s midsummer and that’s always a good time to evaluate your investing strategies and goals.
For growth investors:
- Monitor ticker symbol VT, an exchange traded fund that owns all markets in the world. VT is currently 1% from its 52-week high and gives investors a good view of stocks in the world.
- In the U.S., the sectors that are doing well are energy, technology and health care.
- In the rest of the world, we like Asia, Latin America and the emerging markets in general
- Dividend equities
For fixed-income investors:
- Closed-end funds (Several ETFs available here: PCEF, YYY for example)
- Floating rate securities
As always, if you are looking for more investment ideas from Doug and personal advice for your own portfolio strategies, please email Doug directly at askdoug(at)dougfabian(dot)com.