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10-04-2024, 03:12 PM | #8449 |
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and here is a bit more where the actual jobs are coming from - led by leisure and hospitality (AKA starbucks pourers) and to no one's shock - government... where we are printing money at this point... multiple job holders are also up +5%
https://www.cnbc.com/2024/10/04/here...one-chart.html
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10-04-2024, 03:16 PM | #8450 | |
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Also the reason why we fill our heating oil tank for the winter on the first Monday of every November.....
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10-06-2024, 09:38 AM | #8452 | |
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This fund's top 10% of holdings make up 47% of its total assets. In there I see Axon, Curtis-Wright, Lockheed, L3, RTX, Northrop, GE Aerospace and others. Then I would look at the major players in terms of LT performance and fair market value. I might buy the fund, or buy a few individual components. I already own RTX and might, for instance, buy Northrop and Lockheed. Looking at NOC & LMT individually, they appear to be fairly valued. One could perform a similar process on the other holdings. Morningstar gives this fund a 3-star (average) Bronze rating. It is up YTD less than the S&P and outperforms over 1-yr. Not so much longer term. I have owned several sector funds over the years and am now down to only 3 or 4 on the basis of long term performance. I only buy riskier assets when they outperform a typical large cap growth fund in the long term. Sector investing is often cyclical.
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10-06-2024, 04:41 PM | #8453 | |
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Last edited by DrVenture; 10-07-2024 at 01:18 PM.. |
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10-06-2024, 09:10 PM | #8454 |
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I enjoyed this article and I am a fan of Josh Brown's style. His opinions are interesting.
https://www.cnbc.com/2024/10/06/auth...d-to-know.html
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