“FOMO” or “Oh, No!”: Balancing Risk and Capital Gains

March 29, 2018 | COMMENTARY

Sources and Disclosures:

Copyright © 2018 Beaumont Capital Management (BCM). All rights reserved. 

As with all investments, there are associated inherent risks, including loss of principal. Diversification does not ensure a profit or guarantee against a loss.  The portfolio manager maintains full discretion over the portfolio.  Performance data shown represents past performance and is no guarantee of future results.

BCM U.S. Sector Rotation performance is model performance, gross of all fees and expenses.

Performance provided is the actual price of the ETF or index specified, with the exception of the iShares Core U.S. Aggregate Bond ETF which is quoted as the actual price of the ETF with dividends reinvested. 

This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of a specific security or other investment options, nor does it constitute investment advice for any person. The views and opinions expressed throughout this piece are those of our Portfolio Manager and Assistant Portfolio Manager as of October 26th, 2018. The views expressed are subject to change based on market and other conditions. The information presented here is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.

“S&P 500®” is a registered trademark of Standard & Poor’s, Inc., a division of S&P Global, Inc. MSCI® is the trademark of MSCI Inc. and/or its subsidiaries. “SPDR ®” is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”) and has been licensed for use by State Street Corporation.

Please contact your Relationship Manager for more information or to address any questions that you may have.