Market Overview - The article evaluates the broader market backdrop, focusing on the continued rise of US equities in 2025 [1] - It highlights the importance of a diversified investment strategy and the significance of quality investments for long-term growth [1] Investment Strategy - The investment approach emphasizes maintaining an updated portfolio, investing in quality, and diversifying across various sectors and asset classes [1] - The strategy includes adding to positions at opportune times and avoiding high-risk chasing for quick gains [1] Sector and Asset Focus - Specific sectors and funds mentioned include DIA, VOO, QQQM, and RSP, along with non-US investments like FEZ, SCHF, and EWC [1] - Alternatives such as Bitcoin, Gold, and Silver are also considered, alongside municipal bonds from North Carolina [1] Income Generation - The article discusses managed income portfolios targeting safe and reliable yields of approximately 8%, utilizing high-yield opportunities in CEF and ETF spaces [1] - Features of the investment group include monthly-paying holdings for faster compounding and steady income streams [1]
A Number Of Factors Have Kept The Momentum Going For U.S. Markets In 2025
Seeking Alpha·2025-12-12 12:30