Things look pretty ugly across the board. It’s something Serge was forecasting as far back as spring 2021. Over the past couple weeks, Serge has seen people start to wake up to the fact that the market is bottoming out. People are scared, and they want to know what to do. One concerning trend that Serge has noticed is that people’s portfolios are largely made up of non-yielding assets. People are slowly realizing that we’re in a different market environment where the need for yield is more important. So, what do we do?
There are different ways to generate yield in different markets, but one thing is for sure, you have to have a well structured portfolio. Now is the time to consider bonds as you can get risk free about 4.2% on a 2-year note. Utilities are another great option, as long as you keep in mind that they are still stocks. Of course, you can sell calls against stock, but while that lowers volatility, it’s not complete protection. Try to diversify across different asset classes, such as stocks, fixed income, and commodities.
What You’ll Learn:
- Why bonds are a good idea.
- What it means to have a well structured portfolio.
- How utility stocks stack up against the S&P.
- And much more!
Favorite Quote:
“It’s important to have yield, not just growth.” -Serge Berger
