Welcome to 2020, my friends.
It’s hard to believe we’re turning the page on an entire decade!
The past 10 years have treated stock prices nicely, for sure. The S&P 500 is up nearly 200% and still making new highs.
U.S. large-cap stocks in particular have been the big winners of the past decade. They’ve done better than small- to medium-sized U.S. stocks, foreign stocks, and alternatives assets like commodities and bonds.
And while the momentum strategy has continued to work well in this romping-stomping bull market, so-called “value stocks” have been left for dead.
The big question, now, is: Will these trends continue for the next decade? Or will they change, or even completely reverse?
I don’t have a definitive answer to that question, but I guarantee you that a flexible mindset — and portfolio — will be the key to surviving and thriving through the many changes we’ll experience in the economy and markets over the next 10 years.
I write all the time about maintaining a flexible mindset and portfolio to my Cycle 9 Alert subscribers, who are continually making new trades under my recommendation, all aimed at adapting to the market’s latest momentum trends.
What’s more, I assembled a 20-position “all weather” portfolio for attendees of our 2019 Irrational Economic Summit in October.
The portfolio includes:
- 10 “long stock” ETFs of various flavors and factor exposures;
- 5 “hedge” positions, including unique ways to protect your downside;
- 5 companies in the cannabis industry with huge potential upside.
While I wouldn’t be surprised if some attendees cherrypicked certain recommendations from the group of 20, I did design it to be a portfolio one could hold passively for more than a year… and one that, as a whole, is diversified and robust enough to perform no matter the “weather” ahead.
As I said, it includes exposure to a number of the market’s core return drivers — aka “factors,” or “risk premia” — and well as prudent ways to hedge against the next bear market or market crash. Plus, a handful of lottery-like plays on the cannabis industry could make things really interesting!
And starting this Friday, I’ll begin sharing these 20 recommendations with you here in The Rich Investor.
I’ll share the same 20 investment recommendations, complete with the specific ticker symbols, that I shared in my October presentation, titled 20 Trade Ideas for 2020 and Beyond.
I hope you’ll look forward to learning about these unique opportunities. I know I’m looking forward to sharing them with you!
Until then, wishing you a Happy New Year and a prosperous 2020!
To good profits.