The market’s oversold rally continued through April and outperformed our low volatility portfolio by a considerable amount. For the first four months of 2009, however, our program has still outperformed the overall market by more than 300 basis points despite a record-shattering two month market rally. Since inception in the summer of 2007, the low risk strategy has outperformed the market by an amazing 5800 basis points.
Going forward, we will continue to invest based on the statistical probability that the market will not continue to gain eight percent per month. If the market continues to rally at the pace of the last two months, the Dow will be at 128,000 in three years. Not likely.
We expect the market to consolidate its gains of the past two months over the summer, moving more or less sideways for a period of time. That should be a great environment for the income generating feature of our low risk approach.
For more information on the Low Volatility Growth and Income Portfolio, call our office at (770) 751-8701.
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share market
Posted by: share market | May 16, 2011 at 02:51 AM