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Market & Portfolio Review: 12-17-21

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A Bear Masked as a Bull

While the headline indices are strongly positive year-to-date, it’s incredible to think that the vast majority of stocks on the NYSE are mired in a bear market. This has been made possible by the massive concentration of single stock risk in the S&P 500 and Nasdaq that are dominated by a handful of mega-cap trillion-dollar stocks (Facebook, Apple, Microsoft, Netflix, Google, Amazon & Tesla). As more investors pile into those stocks to ride out the storm, the real risk in our opinion is the unwind of the crowded FANG trade, while the opportunity may lie in the carnage of unloved technology stocks.

In this week’s edition of the Market & Portfolio Review, we are going to review the factors that led to a frustrating 2021, where we stand today, and the adjustments we are making to prepare for 2022. We will also review recent trades in the portfolio and what higher interest rates mean for the economy and your portfolio.

Key Takeaways

  1. It’s been a frustrating year, but 2022 looks more attractive with discounts abound
  2. The Federal Reserve is set to slow growth in order to lower inflation 
  3. Moderating growth may help investors realize the value in beaten-up areas of the market

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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