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Are you betting on the wrong horse ?
Understanding how to handle this race effectively is key to achieving market-beating returns while minimizing portfolio drag.
05 December 2024 · Thursday
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Good evening, WeekendInvestor
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Today’s Daily Byte
It has been a volatile day, but a fantastic one from the bull's perspective as the market reached new heights. The topic for today's discussion is whether the defense sector is once again becoming attractive and if this could be a game changer.
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Are you betting on the wrong horse ?
Managing a stock portfolio can often feel like managing a horse race, where every stock represents a different horse in the race. Understanding how to handle this race effectively is key to achieving market-beating returns while minimizing portfolio drag.. ..
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Reversion to mean
Analyzing the long-term performance of the S&P 500 offers fascinating insights into the cyclical nature of markets. Historical data spanning nearly a century, as tabulated by Charlie Bilello, shows an interesting trend: after consecutive years of high returns, the market often experiences a down or flat year. Let’s dive deeper into these patterns and what they mean for investors.. . . . .
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