Market Strategy Report

Divergent

We continue to focus on investments that have the most potential for profits as masks come off and the infrastructure bill moves through Congress. We own transports, steel, housing market, financials, oil services.

Trend

The market continues to trade sideways. The technology sector, which did so well during Covid, has been the biggest drag on the market. For now, at least, the charts indicate this is normal market volatility and not the start of a bigger correction.

Fundamental

I’m making a tweak here. Substituting one really good investment for another. Only difference is the dividend that is paid. If the market continues to trade sideways, the higher dividend will be a benefit.

Tactical

This strategy continues to provide stability during market volatility.

Bonds

10-year treasury yields continues to hold steady in a range around 1.65%. Inflation fears are not being exacerbated.

The primary purpose of this communication is to provide clients with a broad level perspective of each of the firms’ allocation strategies. How each of these strategies will act in the future is a complete unknown and cannot be assumed or guaranteed since future market activity is unknown.

As with any investment, past performance cannot assure any level of future results. There can be no guarantee that the performance and max drawdown being illustrated will act in a similar fashion in the future.

* Performance figure is provided by Black Diamond Wealth Management performance software provided to Family Dynasty Advisors LLC.

 

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