Today's 31 stocks are quite different than the stocks selected yesterday. One notable difference is that Google is out and Facebook (or META) is in.
The reason that the market is risk-off is that the expected return is not that much larger (~3x) than the cost of the risk of portfolio variance. So, don't go 'all in' on a few stocks and hold a diversified portfolio. Our 31 stock portfolio contains gold $AAAU and US Treasury Bond ETFs $SHY and $TLT. Good luck in the markets today. Here are our picks for a long portfolio, starting at market open today. ['AAAU', 'ACI', 'ATVI', 'CFFN', 'CME', 'ELME', 'EWCZ', 'FROG', 'GEN', 'IEP', 'INST', 'JNJ', 'K', 'LHCG', 'LMT', 'LOCO', 'MCD', 'META', 'MGI', 'PCAR', 'PEBO', 'PFSW', 'PNM', 'QCOM', 'SHY', 'SPH', 'SPOK', 'TGNA', 'TLT', 'TXN', 'ZGN'] 31 We will track these starting today for 20 trading days.
0 Comments
Leave a Reply. |
Stock Market BLOGJeffrey CohenPresident and Investment Advisor Representative Archives
January 2025
|