Portfolio Performance
Market Outlook: Buy as of December 5, 2008.
Market Phase: Recession End to Earnings Trough.
Market Sentiment: Short Term Caution.
Click here to see an example of the model's portfolio holdings.
The model Age Curve Portfolio bought the equity market on our "Generational" buy signal of December 5, 2008. This has remained in place despite the lower lows seen in early to mid March.
The outperformance of the model can be attributed to its asset allocation stance of backing a "traditional market recovery," throughout the "Generational Opportunity."
In 2010, the model continues to favor equity sectors geared to an economic recovery. We favor on balance Developed rather than Emerging markets on a sentiment and valuation basis.
Thank you for reviewing the model Age Curve Master Portfolio and for further up-to-date information on its progress please go to the 3 Beacon Blog or subscribe to our Age Curve Report.