Covestor manager Bill DeShurko shared some thoughts on emerging markets in a recent MarketWatch article on copper:
The question is whether [global] economies “slow to a still-positive pace, or we dip back into global recession,” said William DeShurko, president of 401 Advisor LLC.
He said emerging-market economies are too strong to fall into negative growth territory, and China has shown the ability to both slow and increase the pace of its economic activity.
“China still has many arrows in their quiver to accelerate their economy,” said DeShurko, who is also a model manager on Covestor, a mirrored investing firm, so while growth in copper demand may moderate, there will still be growth in demand.
Bill’s model Dividend and Income Plus aims to provide stable value while generating a high yield (target of 8%). He uses fundamental research in order to assess dividend stability and growth. The portfolio is typically invested 80% in domestically listed securities and 20% in a long US index fund, cash or short ETF for principal stability.
We recently featured Bill’s model among our high yielding portfolios.
Source:
“‘Speed bumps’ clutter copper’s trading landscape” Myra P. Saefong, 5/27/11, Marketwatch.com https://www.marketwatch.com/story/speed-bumps-clutter-coppers-trading-landscape-2011-05-27?pagenumber=1
