Reported 2 days ago
Investment strategies are evolving as traditional 60/40 stock and bond portfolios may no longer suffice. Lawrence McDonald, founder of the Bear Traps Report, emphasizes the importance of adapting in a changing market landscape, notably following significant losses in stocks without the usual bond compensations. His new portfolio suggests a focus on hard asset companies and metals that are vital for technology and construction, reflecting the shift away from conventional safe havens like bonds.
Source: YAHOO