TXN - Invest In A SWAN Strategy: 5% Income Lower Volatility Solid Growth

2024-06-15 09:00:00 ET

Summary

• The SWAN (Sleep Well At Night) strategy in the financial world usually means you invest in a strategy and not have to worry about it on a day-to-day basis.
• We do not consider investing in the S&P 500 or any other broad market index a swan strategy, for obvious reasons.
• We will describe our one such SWAN strategy that aims to provide high returns, low volatility, and decent income.

Introduction:

The broader market has been making new all-time highs. The S&P 500 (SP500, SPX) has gained 11% from the beginning of this year, and that is on top of the 26% gain last year (in 2023). So, by any standards, the market looks expensive. However, it is still possible that we might see the S&P 500 at the SPX 6000 level by the year's end....

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