“The market is up, and I’m not.”
Many prudently diversified investors are saying this right now, so I want to take it seriously and discuss exactly what the disciplined investor should be doing right now…
Check out these recent facts from the past 12 months (ending Friday Jan 2):
S&P 500: From 1826 to 2058, a 12.7% rise
Russell 2000: From 2851 – 2979, a 4.5% rise
Question: So, what does the disciplined investor do?
The answer to this is simple, but not necessarily easy: You sell some of the S&P 500 and you buy more of the Russell 2000.
Find out why at our next event . . .