Howestreet.com - the source for market opinions

ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION

March 21, 2016 | Take Advantage of the Market Rally

Adrian Mastracci

Adrian Mastracci, Discretionary Portfolio Manager, B.E.E., MBA. My expertise in the investment and financial advisory profession began in 1972. I graduated with the Bachelor of Electrical Engineering from General Motors Institute in 1971. I then attended the University of British Columbia, graduating with the MBA in 1972. I have attained the “Discretionary Portfolio Manager” professional designation. I am committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. My advice is objective, unbiased and without conflicts of interest. I’m part of a team that delivers comprehensive services and best value in managing client wealth.

Investors love market rallies.
Although, many are confused about what to do.

The wall of worry has scaled back on investing fears.
Those early losses of 2016 have been erased.

I suggest taking constructive actions for your nest egg.
There are several ways to tweak your investing plan.

I prefer pursuing simple things for the long run.
Leave the fancy moves for the speculators.

Here are some ideas worth mulling over:

Strategy review

Check whether your financial goals are on target.
Revisit whether your asset mix is still comfortable.
Assess whether your investments are keepers.

Action tips

Sell at least some of your perennial losers.
Sell the picks that don’t belong in your mix.
Buy some things that now fit your strategy.

Contemplating what needs adjustments is wise thinking.
Implementing the above is a fine start.

Taking advantage of a market rally is always desirable.
Especially, if it generates some profits along the way.

Don’t be surprised when market direction changes quickly.
Try to be plan ready for both pullbacks and advances.

Your feedback is appreciated.
Best,

Adrian

STAY INFORMED! Receive our Weekly Recap of thought provoking articles, podcasts, and radio delivered to your inbox for FREE! Sign up here for the HoweStreet.com Weekly Recap.

March 21st, 2016

Posted In: Adrian Mastracci Blog

Post a Comment:

Your email address will not be published. Required fields are marked *

All Comments are moderated before appearing on the site

*
*

This site uses Akismet to reduce spam. Learn how your comment data is processed.