In today’s episode, Kate chats with
AlphaCore Wealth Advisory CEO Dick Pfister about
strategies for alternative investing. Too often, investors believe just adding some commodities or REITs is the answer to portfolio diversification. However, in this interview, Dick shares ideas for top-down portfolio construction that provides diversification to generate returns despite market volatility.
How Dick hopes to demystify alternatives for the individual investor
Is active investing dead, as many articles have stated?
What are the different alternative strategies? It’s not necessarily the securities you may hear about frequently.
Where do gold and precious metals fit as an alternative to long equities?
What alternative asset classes are good inflation hedges?
How can long-short equity strategies serve to diversify a portfolio?
Why Dick operates on a philosophy of: “If you’ve gotten to the end zone, you don’t want to drop back to the 20-yard line.”
The four buckets Dick allocates to Long only stocks, long-only fixed income, long-only alternative asset classes, and active
alternative strategies
After the pullback in tech and rally in value, where does Dick see an opportunity now?
Which large, established semiconductor name does Dick have in his portfolio, and he believes is poised for real growth?
Which financial stock does Dick believe has potential because of its diverse business?
What rather unlikely Fed move may result in a fixed income rally in the near term?
Do you need to dump fixed income altogether right now while it’s underperforming?
What sector of the fixed income market does Dick see potential now?
How can the “illiquidity premium” benefit investors?
Stocks mentioned in this episode:
Qualcomm (QCOM)Blackstone (BX)Apollo Global Management (APO)AlphaCore Wealth Advisory
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7 Stocks That are Ready For a Santa Claus RallyWith the end of the year approaching, many investors are looking to rebalance their portfolios. That typically means casting a critical eye at some of your strong performers and making a decision on whether they will move higher. And one thing that can dip the balance in favor of retaining a stock is the likelihood of a Santa Claus rally.
The technical definition of a Santa Claus rally is a rally that starts in the last few trading days of the year after the Christmas holiday. In recent years, however, that definition has been expanded to take into account a December rally. And with Black Friday beginning earlier and earlier and really not ending until after the holiday's end, this makes some sense.
So will there be a rally in 2021? I wouldn’t bet against it. The market continues to want to move higher and January is historically a strong month for stocks. With that said, we believe quality should still matter. Here are seven stocks that stand to benefit with or without a Santa Claus rally.
View the "7 Stocks That are Ready For a Santa Claus Rally".
