My portfolio is centered around healthcare ( AMTN, THQ, ABC, SNY, BDX), Utilities ( XLU, UTG), Tobacco ( PM), Communication Services ( CMCSA, GOOG, WPP, OMC), China A Shares( KBA, ASHS) Minimum Volatility ( VSMV, SPLV).
I agree with you that stock selection will be everything, along with timing. There is high risk for a correction at the outset of 2022 or within Q1. I am thinking 10% correction, quick rebound than sideways for the major indices, till a 4th quarter rally produces a modest uptick in the major indices.
My portfolio is devoid of Information Technology stocks - though some would argue GOOG fits the bill. I am waiting for a further correction. |
