The greatest dangers to a portfolio during an election year are either external events or the investor’s own actions. An election year makes staying the course more important than ever.
The macroeconomic environment since the Federal Reserve began their most recent hiking cycle has been like a challenging, high altitude, steep-gradient climb in a cycling race.
Here are the three quantitative metrics that I focus on when evaluating an investment offering.
Staying invested over the long term and deploying more capital when consumer sentiment is pessimistic can lead to better outcomes over full market cycles.
