Portfolio Compass

Recent Posts

Portfolio Compass | April 18, 2019

We maintain our slight preference for value due to attractive relative valuations after a sustained period of growth out performance.

Portfolio Compass | March 20, 2019

Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.

Portfolio Compass | February 20, 2019

Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.*

Portfolio Compass | January 16, 2019

Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes…

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