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Market & Portfolio Review: 10-08-20

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Focused on Strength

Investing is about finding companies that are positioned to prosper in the future, thereby growing the value of the firm and creating wealth for their investors. While that sounds easy, the process of finding a collection of companies that can deliver growth, maintain a healthy balance sheet, and retain key personnel is incredibly difficult. That is why when we find these diamonds in the rough, we want to embrace and hold them tightly for the long term. Investing creates wealth; day trading creates regret.

As of October 7th, the LPAM Tactical Opportunity has advanced 80.91+% after fees, vs. a rise of +5.84% for the S&P 500 Price Index. Since inception (Jan 1, 2017), the LPAM Tactical Opportunity has advanced +194.80% after fees vs. an advance of +52.73 for the S&P 500 over the same time period.

In this week’s market update, we will discuss the second part of our election analysis and what it all means for the markets and, more importantly, your portfolio. Afterward, we will review the factors driving stock market performance, the areas of strength and weakness, and how LifePro Asset Management uses relative strength analysis to position our investment strategies. Lastly, we will review investor positioning in the stock and bonds markets ahead of the election, along with a health assessment of the credit markets and what it means for asset allocation.

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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