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Market & Portfolio Review: 05-12-20

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It's Not About the Fed

As markets bottomed in mid-March, the common refrain we hear from those short the market or sitting in cash is that the market is just propped up by the Federal Reserve. While the Federal Reserve’s actions were and are critical for financial stability, today we are going to dispel the notion that stocks are just a function of monetary liquidity and reflect the actual fundamental prospects of the underlying business and how investors partner with an investment firm that focuses on stock selection to tactically position portfolios in the areas of the market that may be positioned to benefit from long term secular growth.

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, will review recent performance results of our flagship, Tactical Opportunity strategy, what’s driving those results and how we are positioning the portfolio going forward. Afterward, Robert will be assessing the historical impact of job losses on the equity market and how investors can use recent data to their long term investment advantage.

Additionally, Robert will analyze the recent rescue actions of the U.S. Federal Reserve and what those programs did and didn’t do for the economy and investors. Specifically, Robert will go through different market industries and illustrate how the impact of ACTUAL CORPORATE FUNDAMENTALS affect the prices of stocks and how investors can use this data to determine which industries are positioned to win and lose in this stay at home economy. Lastly we will take a look at investor sentiment and overall market momentum to assess the health of the current rally, which can assist with short term portfolio positioning.

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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