12:00 TUESDAY – Investing Insights #252 - 12/31/24

by Robert Holman, CFA CFP | www.DefensiveAdvisor.com

STOCK MARKET RATING (THE BIG PICTURE) … 7.0 (1 - 4 is bearish, 5 is neutral, 6 - 9 is bullish). Most investors think the bull market has further to run, even though it has reached lofty valuations. The market needs factual evidence of economic change to move higher – an extension of the tax cuts, deep cuts in government spending, real improvement in international matters, etc. So, up/down volatility is likely to continue.

As I’ve written in these reports, even with this guarded outlook, I’ve remained nearly fully invested in most accounts and have been rewarded for doing so. However, I acknowledge the higher risks and am ready to reverse course and sell, should conditions warrant.

I’ve also reinvested funds for clients who wanted out before the elections. As I said, there is a lot of promise ahead, a promise of economic change that brings growth and profits, that should be coming.

If and when it does, we will be rewarded.

NO ARTICLE TO HIGHLIGHT THIS WEEK

PORTFOLIOS … After reading this report, if you are unsure how to respond to these conditions, you may send a message to my Secure Email and I’ll reply with the information you need. I’ll also give you a free portfolio assessment, see the link below.

TO MY CLIENTS … THANK YOU FOR YOUR TRUST.

Learn from the Bible: Proverbs 15:22 MSG - Refuse good advice and watch your plans fail; take good counsel and watch them succeed.

This report is a 2-3 minute read, published every other Tuesday afternoon. To sign up for this bi-weekly e-Newsletter, go to: http://www.defensiveadvisor.com/blog

Opinions in this post are for general information only and are not intended to provide specific advice to, or recommendations for, any individual without our complete knowledge of that individual’s total financial profile. No strategy assures success or protects against loss. Nor does past performance guarantee future results.