The Volatility and Tactical Opportunity portfolio aims to benefit from the up and down swings of market volatility
Strategies
3490 posts
Nobody wants to believe it, and investors innumerable have long been whipsawed by rogue pundits proclaiming that "it's different this time."
Defensive stocks have had a big run since May, but now is not the time to buy them, says Bill DeShurko, manager of the Dividend and Income Plus model.
Shares aren't drastically overpriced and investors don't harbor wild, unrealistic expectations of future profit.
Groupon shares hit new lows this week before rebounding. But they do not warrant a buy amid potentially new accounting concerns, manager Barry Randall says.
These drastic drops in European stocks are warranted given the economic conditions, but the brunt of the selling is over.
Let the 'mess fall out', then it's time to buy Apple shares ahead of the iPhone 5 launch, says manager Ben Dickey of the Growth Plus Income model.
A policy response to the European crisis and lower energy prices will improve economic conditions in the second half of 2012.
Ultimately I believe that solutions will be found, compromises made, and the animal spirits of capitalism will overcome governmental ineffectiveness.