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Market & Portfolio Review: 4-2-21

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Sounding the All-Clear

We have likely heard the old adage from Baron Rothschild of the Rothschild banking family, “the time to buy is when there is blood in the streets,” yet very few of us implement this practice when it comes to buying, holding, or selling stocks. The challenge is that when there is blood in the streets, the fear is being fanned by people we assume are more informed than us, and we immediately forget that opportunistic approach to investing. In reality, the informed investor knows MORE than the media and needs to be confident that data, not noise, will reign supreme over the long term. Data, self-confidence, and the willingness to go against the crowd in an informed way are what separates the wealthy from the rest. Today we are going to talk about how to invest against the crowd in 2021.

In this week’s market update, we will review our “all-clear market signal” that we tweeted out and what that means in practice for investors and clients. Second, we will review what drove performance in March and how we can effectively use the past to help build wealth for ourselves over the next 6-12 months. Lastly, we will go over the short-term trading conditions of the market and how we are using those factors to build a balance of evidence model to help effectively position the portfolio for the recovery. 

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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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