Measuring Risk to Gauge Opportunity
In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, will briefly touch on the interim U.S. – China trade agreement and what that means for the market over the short term and overall portfolio positioning into the end of the year.
Robert will also be reviewing the demand for portfolio protection via the put/call ratio and how we use these types of risk barometers to determine when and where to deploy client cash during times of heightened uncertainty. Additionally, we will be looking at the impact of market seasonality of historic stock market returns and how Q4 stacks up from a seasonal standpoint.
We are also going to review stock market valuations and how the current price environment compares relative to the price of bonds. Lastly, we are going to conduct a quick review of the market foundation by evaluating corporate credit spreads and whether the recent move upward in stock prices is being supported by the areas of the market that correlate with healthy economic activity.
The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.
