Winners and losers this year
Tommy Williams
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I’m often asked about specific investment ideas that make sense for one’s unique objectives. Though I’m not allowed to make specific recommendations in this forum, reporting on meaningful trends is deemed acceptable. For example, due to the global warming debate you might think the Energy sector would be losing favor. Similarly, Financials might have seemed to be out of investor consideration. Wrong! Inside the S & P 500, according to Amundi Asset Management, as of May 14th energy firms led the pack so far this year with a 42.8% return, while Financials are in second place at 29.1%. Most interesting is that Technology is in last place with a return of 4.5%. Translation: Those who’ve stuck with the high dividend paying old favorites in the Energy and Financial sectors have been well rewarded for their patience. Conversely, though many are convinced that Apple, Amazon, Facebook, etc. will rule the world - that hasn’
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OneDigital Investment Advisors “OneDigital,” a registered investment advisor focused on corporate retirement plans with over $70 billion in assets under advisement, today announced that it has allocated $70 million to
Build Asset Management (Build) to be deployed in Build’s flagship Conservative Indexed Risk Control™ strategy. Indexed Risk Control™ is a next gen risk mitigation strategy that seeks to provide investors with downside protection while still offering upside potential.
Build will serve as a sub-advisor for OneDigital’s Risk Mitigation sleeve of the firm’s Personalized Portfolios solution. Personalized Portfolios is OneDigital’s advisor managed accounts (AMA) solution that has reengineered portfolio construction. The Risk Mitigation sleeve of this solution seeks to protect retirement portfolios from catastrophic losses, thereby providing individuals with greater assurance of be
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