Portfolio Shield – April 2019 | Steven Van Metre
Description: Certified Financial Planner and Inventor of Portfolio Shield™
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We are pleased to see the equity allocation has been performing extremely well this year and that the changes in the bond allocation are having a positive contribution to the returns. For the past year, stocks have trended sideways which signifies a lack of market direction and uncertainty. The lack of significant positive or negative … Read more
Even though the stock market appears to be moving on from the banking crisis, the bond market was never fooled. The inverted yield curves suggested something bad was likely to happen and now that the curves are steepening, they are indicating a recession, despite what the equity markets indicate, is nearly a sure thing. The … Read more
Jeff and I continue to believe that stocks are likely to rally over the next several months as the stock market historically moves based on the anticipated direction of the Federal Funds Rate rather than the underlying economic fundamentals. Our base case remains that stocks are likely to go higher when the market believes the … Read more
Portfolio Shield – April 2019 | Steven Van Metre