Barbell Strategy To Strengthen Your Portfolio

In this week’s episode of The MarketBeat Podcast, Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. Dave discusses his barbell technique to pair two seemingly disparate sectors for portfolio steadiness. – MarketBeat

In this unprecedented market setting, with macro uncertainties inflicting intense promoting, David is trying on the causes behind the decline, which embody rising considerations a couple of world recession.

Is a recession inevitable, following the yield curve inversion?

How David makes use of a barbell technique, on this case with power shares paired with homebuilders.

What massive issue do these two disparate sectors have in frequent

Are energy-industry dividends and share buybacks enticing approaches to attract buyers?

Which sub-industry throughout the power sector David likes proper now, as a consequence of a rising want for its services

Does the energy-sector weighting throughout the S&P 500 imply it’s under-owned, relative to previous weightings?

How has the ESG motion been bullish for the power {industry}?

Why the homebuilder’s sector has been a falling knife this 12 months, regardless of rising demand.

David disagrees with different analysts that 2022 represents peak earnings in that {industry}, and why he sees potential for additional earnings progress.

Are the consequences of institutional residence shopping for exaggerated?

How will greater rates of interest have an effect on the housing market?

What is the correct technique to consider homebuilders, which additionally reveals you the correct time to purchase?

Is the standard 60/40 portfolio merely trying by means of the rearview mirror on this setting?

Stocks Mentioned In This Episode:

Haliburton (HAL)

Baker Hughes (BKR)

Tenaris (TS)

Pioneer Natural Resources (PXD)

KB Home (KBH)

DR Horton (DHI)

How to seek out David and Aptus

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