Staying Safe In A High Risk Market
Did you know that 80% of the price movement in a stock or a
mutual fund is determined by the overall market conditions and
by the company's sector? This is the reason we use the top-down
approach in managing your money. We look at the market
conditions and at how the sector is performing before selecting
individual names. The average investor, however, spends most of
their resources analyzing company risk instead of market and
sector risk.
Where do you stand at the end of the third quarter 2005? Will
you be making money in your account this year? There's only one
quarter of 2005 left! The overall market averages have not done
well at all! At first glance, it appears that if you own large
cap growth stocks, like the well known blue chip names that
dominate the Dow and the S&P 500 Index, your money may have been
better off on the sidelines!
Once again, another quarter has rolled by where small caps,
foreign markets, technology and commodities have run the table.
And these sectors continue to flash more and more buy signals,
even today. It's not too late! This is a sector driven market.
Those investors with money in the right sectors will do well.
Those that are "along for the ride" will find themselves waiting
at the curb.
Staying Safe In A High Risk Market
There are MANY paths you can take when things start moving
against you in the market. Some of the other methods involve
selling calls against your individual stocks, buying inverse
market funds and inverse index funds. You can also move into
other types of investments, like foreign markets and commodities
(as mentioned earlier, both of these areas have skyrocketed this
year). You could always put money in bonds, if interest rates
are in your favor. Just keep in mind that bond prices go up and
down, so you will always have your principal fluctuating in bond
investments. Always. One of the very simplest, and yet, one of
the most important steps you can take is to do a little
housecleaning. Throw out the stocks that just don't seem to fit,
or offer little hope of coming back any time soon.
Looking Backwards
Periodically, I'll review a position backwards. That is, I will
check out the trend chart and its patterns, the strength of the
sector, check out the relative strength of the stock against the
market and the peer group.
At that point I will step back and decide if this is something I
would want to buy today. Not hold onto, but rather, buy today.
You have to really love it.
Once I've made a decision whether I'm a buyer, only then will I
look at the NAME of the stock.
Try it; you may be surprised with your decisions! You see, many
times we look at the name of a stock we really like and we are
pre-disposed to give it a "pass" if it is not performing.
Sometimes, our sub-conscious has already made up its mind before
step one! Now, if you'd like to try this experiment on your own
holdings, then email me at tom@mullooly.net and give me the
names a few stocks you are concerned about. It has to be more
than one stock, I need to mix them up and remove the names, so
you can't tell which chart I'm sending you first. As I mentioned
before, the results may surprise you!
One strategy you won't see from us when we're in a high risk
market is doing nothing, and just "sitting out this dance."
You've worked too hard to get where you are financially, the
last thing you should do is sit idle and let the market take
your profits away from you. Reducing the chances of a loss in
your account is what should be of supreme importance when the
market is on shaky ground. Feel free to contact us, toll-free,
at 877-223-7300 if you would like further information on how to
protect your assets in a high risk market.