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Broad Market Outlook
What a way for the market to finish out the year, closing at new all time highs for the 70th+ time as the people who are bearish grind there teeth at this impressive year.
The last month we did a great job avoiding the chop as this 30% return can be deceiving after we look under the hood only to realize that this amazing yearly performance was due to a small group of stocks.
As the market continues to work its way toward the next major psychological level of 500 in the S&P, it seems to be time to start shifting our mindset back to looking for opportunities instead of staying on the side lines.
As much as people want to complain about that topic that the few mega caps carry the market (AAPL, AMZN, MSFT, etc), if you are buying the broad index via the SPY or The Big Picture Model, you are more then likely quite happy with how your account has done this year.
At the end of the year, this is a great time to compare your active trading results to your passive trading results to determine where your savings for the year ahead should be more focused on.
If you beat the market this year, then it would be wise to continue to fund the active account more aggressively in the new year, if your passive account like those at M1 or your 401k did better with much less work, then focus on increasing those contributions as you continue to work on and hone your craft.
For the better part of this first week of the new year, I spend the time to look back on all the good/bad of the prior year and set new goals for the year ahead. This time spent look at the road traveled over the past year and where we want to head in the year ahead is often things that most people rarely take the time to do.
It can feel weird to brag or boast of your accomplishments to friends or peers, yet from time to time it can be helpful to acknowledge the amazing things you have done. If you would like to boast to me about a major goal or goals you checked off this year, reply to this email, I am all ears and would love to hear!
If you would like to use a template I use each year click here for the Goal Achiever Lesson.
From Ben G
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Macro Rotation Outlook
SPY
Dow Jones
Nasdaq
Mid Caps
Small Caps
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Sector Rotation
Sensitive - sectors that have moderate correlations to overall market conditions.
Tech
Energy
Industrial
Telecom
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"Don’t tell me what you think, just tell me what’s in your portfolio"
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Cyclical - sectors that are more sensitive overall market conditions.
Materials
Consumer Discretionary
Financials
REIT
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Do You Have The Patience to Make It On the Leader Board?
Or the PnL?
Email a screenshot of your YTD PnL to be added!
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Defensive- sectors that tend to outperforming during sub par market conditions.
Consumer Staples
Healthcare
Bio Tech
Utilities
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Big Picture Set Up
HUM
HUM has been trying to break this 472 area for more then a year now and most recently putting in its tightest pivot vs that breakout area.
NTAP
NTAP is still a bit wide but this 94 blue sky breakout area is one that we will not want to miss when the time comes.
RYAN
This recent IPO continues to form a text book earnings bull flag right at its all time highs, this could be a great set up through those highs in time.
ZBRA
ZBRA is still flagging in a bit of a wider range that we would look for an entry, so this one will most likely stay on the radar until we can find a solid entry through the break of this big bull flag.
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Traveling Experts
4th Annual Vermont Snowboarding Trip Jan 20th-23rd
Our biggest trip of the year is less then a few weeks away, cant wait to see all that are attending this year!
Video from the last snowboarding trip!
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