Pacific Point’s Expert Insights
The Rationale For Excluding Bank and Financial Stocks From Our Stable Earnings™ Portfolios
Stable Earnings™ portfolios give investors and their advisors the freedom to tactically “tilt” around their core equity allocation to add economic cycle exposure when appropriate.
#recession, #federalreserve, #equityresearch, #equitymarkets, #stagflation, #bankrun, #bankingcrisis
Stable Earnings™ Portfolios
Stable Earnings™ portfolios give investors and their advisors the freedom to tactically “tilt” around their core equity allocation to add economic cycle exposure when appropriate.
#recession, #federalreserve, #equityresearch, #equitymarkets, #stagflation, #bankrun, #bankingcrisis
Consolidated earnings stability at the portfolio level has historically provided the Stable Earnings™ Core equity portfolio relative levels of downside protection against loss of capital during per ...
lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning earningsseason earnings, berkshirehathaway, berkshire
The cornerstone of the Pacific Point family of funds is the Stable Earnings™ family of core equity portfolios. The Stable Earnings™ family represents concentrated, carefully selected stock portfo ...
lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning earningsseason earnings
Market Strategy
Major U.S. stock indices ended lower on Friday, June 10th following the U.S. Labor Department Consumer Price Index (CPI) inflation gauge reaching a new 40-year high in May. A second bad inflation repo ...
stockmarket equityresearch equityinvesting equitymarkets economics inflation CPI PPI labormarket laborshortage earnings savings ark
Wealth Management
Year-to-date 2022, against the backdrop of surging inflation, bonds measured by the Bloomberg U.S. Aggregate Bond Index, have fallen -11.47%. Long Term U.S. Treasuries, measured by the S&P 30-Year ...
assetallocation lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning
Real Estate
We believe the current market dynamics are setting in motion the potential for a slow-rolling real estate correction that may take years to play out and will feature key differences compared to the Fi ...
#housing #housingtrends #realestate #housingmarket2022 #inflation
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