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Strategies & Market Trends : Calls and Puts for Income

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To: Gottfried who wrote (3174)10/14/2008 8:59:30 AM
From: Jerome  Read Replies (3) of 5891
 
>>. I'm still weary of financials <<

Its a matter of rebuilding the value of a portfolio. I believe that financials have fallen the furthest, and are are likely to recover significant lost ground.

I believe that a mixture of financials (XLF, UYG, WFC, C), basic materials (AA, VLO )and some tech (AMAT, INTC, CSCO MSFT) will produce the best overall results.

This is a time for careful evaluation of the mixture of stocks in a portfolio. If a severe depression is on the horizon, then pay attention to which stocks will likely stay depressed. This is as much art as science.

Good luck on all these things.
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