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SBRCY - Jim Sloan Positions For 2020: A Pivot Toward Emerging Markets But Keep An Eye On The Dollar
Sberbank Of Russia ADR
What do you expect to be the key driver of stock market performance over the course of 2020?
This is a year for hoping to get solid, ordinary returns and taking care to consider risks. The trouble is that risk is sometimes counterintuitive. Diversification is often described as one way to reduce risk, but diversification is a concept with its own counterintuitive twists. Cap-weighted index funds provide a form of diversification but might not serve well in the next bear market. My goal for the year is just to get those solid ordinary returns if