Paul Meeks
Paul Meeks
clocks driven fast forward industrial jones technology year
If you fast forward your clocks to Dec. 31 of this year, you're going to have yet another year in which the Nasdaq, driven by technology stocks, is going to outperform the S&P 500 and the Dow Jones industrial average.
hopefully outlook revising thinking
I'm revising my outlook now. I'm thinking hopefully we're through the worst.
account amount believe carried companies funds investors money neutral percent personal pick portfolio premier risk sell stocks technology themselves tough trying unless weight
I really do believe that investors have to have a diversified approach. It will be very tough to pick stocks unless you have a big amount of money in your personal account so you can diversify on your own. So I would think you'd pick the premier technology funds and I'm not trying to sell myself, but I do think that it helps. And I also think that you need to have tech in your portfolio. Tech right now is about 30 percent of the weight of the S&P 500. I think investors are going to put themselves at substantial risk if they get too carried away with some of the companies and have too much in their portfolio. The appropriate weight in your portfolio is 30 percent, which is neutral the benchmark.
last market surprise
We're in a skittish market and the last thing you want to do is surprise investors.
revival
We don't know when (that revival will be) and that makes it very worrisome.