2024-02-10 03:06:40 ET
Summary
- Investors are tense about the market's all-time highs and want to exercise caution, but still stay in the market.
- The recommended portfolio for defensive equity is built with six ETFs spanning global equities and factor investing.
- The portfolio takes a "core-satellite" approach, with satellite holdings complimenting the core equity exposure.
- Key satellite positions introduce safety through diversity and heavy screening of underlying holdings to weed out underperformers.
Introduction
There is a tangible tension in the air since the S&P 500 hit a new all-time recently. We have reached another inflection point in the markets and where we go from here is uncertain.
With headlines overwhelmingly expressing doubt for a continued rally, it is understandable that many investors would be cautiously optimistic about markets. There is still great fear of a pullback, but missing out on another potential rally could leave investors falling behind trying to time this one....
Read the full article on Seeking Alpha
For further details see:
My Defensive Equity Portfolio Is Ready For A Good Or Bad 2024