In this fourth of a six-part series on the Six Rules of Investing, I look at investing according to the business cycle. This article is divided into four sections: 1) The Investment Environment, 2) Assets that do well in stages of the business cycle, 3) February Fund Performance, and 4) My Target Portfolios.
How has your portfolio compared to the market or other portfolios? Does it offer sufficient reward for the risk that you are taking? Chart #1 contains the Continue reading →