The State of the Markets Tuesday, December 17, 2013
This is the time of year when investors tend to take stock of their efforts over the past twelve months. Investors big and small look back on the year that was and try to determine what went right, what went wrong, and if any changes need to be made going forward. In other words, this is the time to assess how your approach to the markets fared in 2013 and what your strategy is going to be for the coming year.
While this may be restating the obvious, one of the biggest mistakes many individual and professional investors alike made in 2013 was to miss out on the stellar gains that were available in the U.S. stock market. To be sure, it is a rare year when the U.S. market is THE place to be. It is rare when diversification is a dirty word and exposure to bonds, gold, emerging markets and commodities cost your portfolio a pretty penny.
The Key to 2013 Was…
But that’s exactly what happened in the past year. If you focused on the U.S. and you had a strategy to get in and ride the bull trend, you had a good year. If not, well…
David Moenning is the founder and chief investment strategist for StateoftheMarkets.com, a website dedicated to investor education and portfolio analysis. Mr. Moenning is also President of Heritage Capital Management, a privately owned, investment management firm. Founded in 1989, Heritage is focuses on risk management and an “own the best and ignore the rest” equity selection strategy.
The opinions and forecasts expressed are those of David Moenning, President of Heritage Capital Management (HCM) and may not actually come to pass. Mr. Moenning’s opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security or Heritage Capital program. No part of this material is intended as an investment recommendation. Neither the information nor any opinion expressed constitutes a solicitation to purchase or sell securities or any of HCM’s programs. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that investment objectives outlined will actually come to pass. Investors should consult an Investment Professional before investing in any investment program. Neither Mr. Moenning or Heritage Capital Management nor any of their employees shall have any liability for any loss sustained by anyone who has relied on the information contained herein. Mr. Moenning and employees of HCM may at times have positions in the securities referred to and may make purchases or sales of these securities while this publication is in circulation. The analysis contained is based on both technical and fundamental research. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed.
2014: What’s The Plan Stan?
The State of the Markets
Tuesday, December 17, 2013
This is the time of year when investors tend to take stock of their efforts over the past twelve months. Investors big and small look back on the year that was and try to determine what went right, what went wrong, and if any changes need to be made going forward. In other words, this is the time to assess how your approach to the markets fared in 2013 and what your strategy is going to be for the coming year.
While this may be restating the obvious, one of the biggest mistakes many individual and professional investors alike made in 2013 was to miss out on the stellar gains that were available in the U.S. stock market. To be sure, it is a rare year when the U.S. market is THE place to be. It is rare when diversification is a dirty word and exposure to bonds, gold, emerging markets and commodities cost your portfolio a pretty penny.
The Key to 2013 Was…
But that’s exactly what happened in the past year. If you focused on the U.S. and you had a strategy to get in and ride the bull trend, you had a good year. If not, well…
Read the rest of the report…
David Moenning
Direct: 303-670-9761
email: Dave@HeritageCapitalManagement.com
www.StateoftheMarkets.com
www.HeritageCapitalManagement.com
David Moenning is the founder and chief investment strategist for StateoftheMarkets.com, a website dedicated to investor education and portfolio analysis. Mr. Moenning is also President of Heritage Capital Management, a privately owned, investment management firm. Founded in 1989, Heritage is focuses on risk management and an “own the best and ignore the rest” equity selection strategy.
For up to the minute updates on the market’s driving forces, Follow Me on Twitter: @StateDave (Twitter is the new Ticker Tape)
Positions in stocks mentioned: none
The opinions and forecasts expressed are those of David Moenning, President of Heritage Capital Management (HCM) and may not actually come to pass. Mr. Moenning’s opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security or Heritage Capital program. No part of this material is intended as an investment recommendation. Neither the information nor any opinion expressed constitutes a solicitation to purchase or sell securities or any of HCM’s programs. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that investment objectives outlined will actually come to pass. Investors should consult an Investment Professional before investing in any investment program. Neither Mr. Moenning or Heritage Capital Management nor any of their employees shall have any liability for any loss sustained by anyone who has relied on the information contained herein. Mr. Moenning and employees of HCM may at times have positions in the securities referred to and may make purchases or sales of these securities while this publication is in circulation. The analysis contained is based on both technical and fundamental research. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed.