Summer is Coming: Time for Reviewing Your Stock Portfolio Strategy
Summer is around the corner. For most savvy investors, it is time to review their stock portfolio and eventually change the mix. With all the sectors, except perhaps energy up, investors may be faced with dilemma: buy more or diversify? In fact, most economic indicators point to a continued momentum in the second and third quarter. April New Home Sales, April Pending Home Sales , and April Durable Orders all beat expectations. Even the indicators that missed, such as GDP growth, did not by much. One caveat is the much anticipated decision by the FED to raise interest rates. It may be possible that the