Deleted
Deleted Member
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Post by Deleted on Jul 18, 2022 23:41:31 GMT
I read few articles saying that stock leadership with change. New set of stocks (or sector) will be leaders after this recession. Last 10-11 years it was US LCG and FAANGM stocks which lead.
What would you bet on for next decade?
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Post by Fearchar on Jul 19, 2022 0:32:41 GMT
A simple observation of current market conditions shows that: Small and Mid Caps are trading at nearly the lowest forward P/E's that they have over the last 23 years. Thus, they have room to rise towards their longer term average as monetary conditions stabilize. Large Caps are not trading near all time lows, have room to fall further and limited room to rise to their longer term average.  |
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Post by FD1000 on Jul 19, 2022 4:03:26 GMT
First, never look at P/E to tell you the future. EM+SC had lower PE than SP500 for years and lag.
Second, not all LC created equal anyway. VOOV(value) PE=16+...while VOO(SP500) PE=20.(from VG site).
Third, SCHD worked well in most markets, it's a good complement to SP500.
It's not easy to forecast months-years in advance, and why I don't do it. Use a simple chart with several indexes to see which one has a better momentum for several weeks. Use core and explore, maybe 80/20 and use your 20% for better momentum categories. That's a good compromise. After you have done it for years and only if it works, increase your explore.
Basically, learn how to actually swim and then you can do it by yourself...or..."Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
So, if you want an easy solution use VTI+SCHD. PRWCX is another great choice LT.
Finally, use limited number of funds.
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bf22
Commander
Posts: 135
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Post by bf22 on Jul 19, 2022 4:07:17 GMT
Anything dealing with (clean) water..
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Post by retiredat48 on Jul 19, 2022 4:30:37 GMT
I read few articles saying that stock leadership with change. New set of stocks (or sector) will be leaders after this recession. Last 10-11 years it was US LCG and FAANGM stocks which lead. What would you bet on for next decade? ...the decade of many elderly Medical Devices...think Medtronics...the decade of the old getting really old--pacemakers etc. CMJ...Cameco Corp...the long term outlook for Uranium--good. MP Materials Corp--Only USA rare earth major mining firm/in deal with GM re batteries, as supplier. FD1000X--a stock hedge fund that never, ever, looses!  Disclosure: I don't own individual stocks. R48 |
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Post by alvinthechipmunk on Jul 19, 2022 4:31:24 GMT
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