Lewis Altfest lub sij hawm nyob rau hauv kev lag luam nyiaj txiag spans xya xyoo lawm. Nws muaj qee cov lus qhia rau cov tub ua lag luam uas tsis siv rau lub plab-churning stock-price txav.
Nws nrhiav tau Altfest Personal Wealth Management nyob rau hauv 1983 tom qab ua hauj lwm raws li ib tug general khub thiab tus thawj coj ntawm kev tshawb fawb Lord Abbett & Co. Ua ntej ntawd, nws yog ib tug kws tshuaj ntsuam rau ntau lub tuam txhab, xws li Lehman Brothers.
Hauv qab no, Altfest hloov kho nws cov txheej txheem rau kev tshuaj ntsuam ntawm cov nyiaj faib nyiaj los pab cov tub ua lag luam huab cua kev lag luam.
Los ntawm nws lub teb chaws tawm mus, Altfest, uas nws lub tuam txhab tswj hwm txog $ 1.5 nphom rau cov neeg siv khoom ntiag tug, muaj cov lus qhia hauv qab no rau cov tub ua lag luam mus sij hawm ntev uas yuav muaj kev nyuaj siab tos los ntawm lub lag luam dais rau lub sijhawm zoo tom ntej: "Bears tuaj rau tom qab lawj nrhiav. zaub mov. Peb tsis ntshai lawv. Peb khob lub qhov rais tom qab thiab lawv khiav tawm. Kuv cov lus qhia rau cov tub ntxhais hluas tsis txhob ntshai ntawm dais lag luam rau cov khoom lag luam! Tej zaum nws yuav siv sij hawm rau tus dais khiav tawm, tab sis nws ib txwm tshwm sim. "
Thaum nug txog qhov kev txhawj xeeb ntawm nws cov neeg siv khoom xyoo no, Altfest tau hais tias feem ntau "tsis tau ua rau muaj kev ntshai heev," thiab nws feem ntau yog cov neeg siv khoom tshiab uas ntshai tshaj plaws ntawm ib puag ncig tam sim no, uas cov paj laum tau nce siab thiab daim ntawv cog lus nqi.
Nws tau sau tseg tias los ntawm kev tsim cov nyiaj ntsuab tshuav thiab tuav cov ntawv cog lus luv luv rau xyoo 2021, nws tau raug tso cai los ua kom zoo dua ntawm cov nqi poob rau xyoo no.
Nws tau hais tias: "Peb tau nyob deb ntawm qhov tsis hloov pauv," uas tau tshwm sim hauv cov txheej txheem tshuaj ntsuam xyuas hauv qab no.
Thaum nug txog ib qho piv txwv ntawm kev nqis peev uas tau tuav zoo xyoo no, Altfest hu ua Lazard Global Listed Infrastructure Fund
GLIFX,
+ 0.12%.
Nov yog qhov nws tau ua dhau los ntawm Lub Rau Hli 28, nrog S&P 500
SPX,
+ 0.12%
ntxiv rau kev siv (nrog cov nyiaj faib nyiaj rov qab rau ob qho tib si):
Altfest tau hais tias rau lub sijhawm ntev, nws thiab nws cov npoj yaig tau xav txog biotechnology, "uas tau raug ntaus thiab muaj lub neej yav tom ntej," thiab kev faib thoob ntiaj teb, "tsim kev lag luam tshwj xeeb." Nws hais txog iShares Biotechnology ETF
IB,
+ 0.65%
thiab Matthews Asia Innovators Fund
MATFX,
-0.06%
raws li ob lub tsheb dav nws thiab nws pab neeg ntawm cov thawj coj peev tau siv rau kev nthuav dav rau cov cheeb tsam ntawm kev ua lag luam.
Kev tshuaj xyuas US cov nyiaj faib tawm
Rov qab rau Lub Ib Hlis, Altfest tau hais tias cov tub ua lag luam tau "yuav siab." Lub S&P 500 tau pib lub xyoo ntawm tus nqi pem hauv ntej-rau-nyiaj tau los piv ntawm 21.5 - US tus qauv ntsuas qhov taw qhia rau pem hauv ntej P / E tau poob 24% rau 16.4 txij thaum ntawd los.
Rau ntau ntawm Altfest cov neeg siv khoom, cov nyiaj tau los yog lub hom phiaj tseem ceeb. Nyob rau hauv xyoo tas los no, qhov no tau coj mus rau kev tsom mus rau cov khoom lag luam nrog cov txiaj ntsig zoo nkauj. Txawm hais tias xyoo no nce cov paj laum, cov txiaj ntsig ntawm 10-xyoo US Treasury sau ntawv
TUBMUSD 10Y,
3.103%
yog 3.17%, uas tsis yog qhov txaus nyiam heev vim tias daim ntawv cog lus tsis muaj peev txheej loj hlob mus ntev.
Nrog rau cov nqi khoom lag luam tau poob qis heev thiab nrog kev lag luam tsis muaj zog hauv siab, Altfest tau hloov qee qhov kev hloov pauv rau nws qhov kev pom zoo thawj zaug tshuaj ntsuam xyuas rau cov nyiaj faib tawm. Tam sim no nws qhia tias pib nrog cov nyiaj tau los ntawm tsawg kawg yog 3.5% (nce ntawm nws yav dhau los 3%), nrog rau kev kwv yees nce muag thiab nyiaj tau los ntawm 3% mus rau 4% (qis los ntawm nws yav dhau los ntau ntawm 4% mus rau 5%).
Nws kuj xav lo nrog lub tswv yim tsis muaj zog, nrog rau beta ntawm 1 lossis tsawg dua. Beta yog ib qho kev ntsuas ntawm tus nqi volatility nyob rau lub sij hawm. Rau qhov kev tshuaj ntsuam no, qhov beta tsawg dua 1 qhia tias tus nqi ntawm cov khoom lag luam tau hloov pauv tsawg dua li S&P 500 xyoo dhau los.
Nov yog qhov peb tau tshuaj xyuas S&P 500 rau cov nyiaj faib nyiaj zoo:
- Beta rau 12 lub hlis dhau los ntawm 1 lossis tsawg dua, thaum piv nrog tus nqi txav ntawm tag nrho qhov ntsuas: 324 tuam txhab.
- Dividend yield tsawg kawg yog 3.5%: 64 tuam txhab.
- Kwv yees cov nyiaj tau los ntawm ib feem rau 2024 nce tsawg kawg yog 4% los ntawm 2023, raws li kev pom zoo ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet. Altfest tau hais kom tawm mus deb no vim tias nws yuav zam qhov cuam tshuam ntawm kev kwv yees xyoo tam sim no los ntawm EPS cov txiaj ntsig tiag. Qhov no coj cov npe mus rau 45 lub tuam txhab.
- Kev kwv yees muag rau 2024 nce tsawg kawg yog 4% los ntawm 2023, raws li kev pom zoo kwv yees ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet. Kev kwv yees rau cov nyiaj khwv tau los thiab kev muag khoom tau ua raws li lub xyoo, tsis yog tuam txhab lag luam xyoo nyiaj txiag, uas feem ntau tsis phim rau daim ntawv qhia hnub. Qhov lim kawg no nqaim cov npe mus rau 19 cov khoom lag luam.
Ntawm no lawv yog, txheeb los ntawm cov nyiaj faib tawm:
| lub tuam txhab | Ticker | Muab cov nyiaj faib tawm | Cia siab tias yuav nce ntxiv hauv EPS - 2024 | Cia siab tias yuav nce hauv kev muag khoom - 2024 |
| Vornado Lub Siab Ntseeg | VNO,
-1.73% | 7.19% | 43% | 8% |
| Ib Leeg Inc. | OKE,
-0.83% | 6.56% | 5% | 8% |
| Philip Morris International Inc. | P.M,
-1.30% | 4.88% | 9% | 6% |
| Walgreens plab hlaub Alliance Inc. | wb,
-0.04% | 4.66% | 6% | 4% |
| Thoob Ntiaj Teb Kev Lag Luam Machine Corp. | IBM,
-0.62% | 4.65% | 4% | 5% |
| Pinnacle West Capital Corp. | NPW,
-1.12% | 4.65% | 6% | 4% |
| Tsoomfwv Kev Npaj Siab Peev Nyiaj Tso Siab | FRT,
-1.37% | 4.35% | 14% | 7% |
| VF Corp. | VFC,
-1.98% | 4.34% | 10% | 7% |
| Realty Income Corp. | O,
+ 0.22% | 4.30% | 7% | 11% |
| Truist Nyiaj Txiag Corp. | TFC,
-1.63% | 3.97% | 10% | 5% |
| Kimco Realty Corp. | KIM,
-1.13% | 3.93% | 16% | 5% |
| Tebchaws Asmeskas Bancorp | USB,
-0.55% | 3.92% | 7% | 4% |
| Cov Chaw Muag Khoom Darden Inc. | DRI,
-0.61% | 3.92% | 11% | 6% |
| Yav qab teb Co. | LI,
+ 0.18% | 3.85% | 9% | 4% |
| Thawj Tswj Hwm Nyiaj Txiag Group Inc. | PFG,
-0.66% | 3.76% | 7% | 5% |
| Cardinal Health Inc. | CAH,
-0.01% | 3.68% | 8% | 5% |
| Digital Realty Trust Inc. | DLR,
-5.66% | 3.63% | 20% | 7% |
| Morgan Stanley | Ms,
+ 0.51% | 3.58% | 13% | 4% |
| Ventas Inc. | VTR,
+ 0.67% | 3.52% | 59% | 7% |
| Source: FactSet |
Nyem rau ntawm tickers los pib koj tus kheej kev tshawb fawb txog ib qho ntawm cov tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Ib qho kev tshuaj ntsuam Tshuag raws li tus lej tsawg ntawm yam tsuas yog ua qhov pib rau kev tshawb fawb ntxiv. Yog tias koj txaus siab rau ib qho ntawm cov khoom lag luam hauv daim ntawv teev npe, koj yuav tsum kawm ntxiv txog koj tus kheej txog cov tuam txhab kev lag luam thiab kev cia siab rau lub sijhawm ntev, tsim koj tus kheej lub tswv yim.
Ntau qhov kev pab cuam nruab nrab xyoo:
Tus thawj tswj nyiaj qub qub no tau pom tag nrho. Thiab cov 19 cov nyiaj faib tawm no dhau nws qhov kev tshuaj ntsuam zoo tam sim no.
Lewis Altfest lub sij hawm nyob rau hauv kev lag luam nyiaj txiag spans xya xyoo lawm. Nws muaj qee cov lus qhia rau cov tub ua lag luam uas tsis siv rau lub plab-churning stock-price txav.
Nws nrhiav tau Altfest Personal Wealth Management nyob rau hauv 1983 tom qab ua hauj lwm raws li ib tug general khub thiab tus thawj coj ntawm kev tshawb fawb Lord Abbett & Co. Ua ntej ntawd, nws yog ib tug kws tshuaj ntsuam rau ntau lub tuam txhab, xws li Lehman Brothers.
Hauv qab no, Altfest hloov kho nws cov txheej txheem rau kev tshuaj ntsuam ntawm cov nyiaj faib nyiaj los pab cov tub ua lag luam huab cua kev lag luam.
Los ntawm nws lub teb chaws tawm mus, Altfest, uas nws lub tuam txhab tswj hwm txog $ 1.5 nphom rau cov neeg siv khoom ntiag tug, muaj cov lus qhia hauv qab no rau cov tub ua lag luam mus sij hawm ntev uas yuav muaj kev nyuaj siab tos los ntawm lub lag luam dais rau lub sijhawm zoo tom ntej: "Bears tuaj rau tom qab lawj nrhiav. zaub mov. Peb tsis ntshai lawv. Peb khob lub qhov rais tom qab thiab lawv khiav tawm. Kuv cov lus qhia rau cov tub ntxhais hluas tsis txhob ntshai ntawm dais lag luam rau cov khoom lag luam! Tej zaum nws yuav siv sij hawm rau tus dais khiav tawm, tab sis nws ib txwm tshwm sim. "
Thaum nug txog qhov kev txhawj xeeb ntawm nws cov neeg siv khoom xyoo no, Altfest tau hais tias feem ntau "tsis tau ua rau muaj kev ntshai heev," thiab nws feem ntau yog cov neeg siv khoom tshiab uas ntshai tshaj plaws ntawm ib puag ncig tam sim no, uas cov paj laum tau nce siab thiab daim ntawv cog lus nqi.
Nws tau sau tseg tias los ntawm kev tsim cov nyiaj ntsuab tshuav thiab tuav cov ntawv cog lus luv luv rau xyoo 2021, nws tau raug tso cai los ua kom zoo dua ntawm cov nqi poob rau xyoo no.
Nws tau hais tias: "Peb tau nyob deb ntawm qhov tsis hloov pauv," uas tau tshwm sim hauv cov txheej txheem tshuaj ntsuam xyuas hauv qab no.
Thaum nug txog ib qho piv txwv ntawm kev nqis peev uas tau tuav zoo xyoo no, Altfest hu ua Lazard Global Listed Infrastructure Fund
+ 0.12% .
+ 0.12%
GLIFX,
Nov yog qhov nws tau ua dhau los ntawm Lub Rau Hli 28, nrog S&P 500
SPX,
ntxiv rau kev siv (nrog cov nyiaj faib nyiaj rov qab rau ob qho tib si):
FactSet
Altfest tau hais tias rau lub sijhawm ntev, nws thiab nws cov npoj yaig tau xav txog biotechnology, "uas tau raug ntaus thiab muaj lub neej yav tom ntej," thiab kev faib thoob ntiaj teb, "tsim kev lag luam tshwj xeeb." Nws hais txog iShares Biotechnology ETF
+ 0.65%
-0.06%
IB,
thiab Matthews Asia Innovators Fund
MATFX,
raws li ob lub tsheb dav nws thiab nws pab neeg ntawm cov thawj coj peev tau siv rau kev nthuav dav rau cov cheeb tsam ntawm kev ua lag luam.
Kev tshuaj xyuas US cov nyiaj faib tawm
Rov qab rau Lub Ib Hlis, Altfest tau hais tias cov tub ua lag luam tau "yuav siab." Lub S&P 500 tau pib lub xyoo ntawm tus nqi pem hauv ntej-rau-nyiaj tau los piv ntawm 21.5 - US tus qauv ntsuas qhov taw qhia rau pem hauv ntej P / E tau poob 24% rau 16.4 txij thaum ntawd los.
Rau ntau ntawm Altfest cov neeg siv khoom, cov nyiaj tau los yog lub hom phiaj tseem ceeb. Nyob rau hauv xyoo tas los no, qhov no tau coj mus rau kev tsom mus rau cov khoom lag luam nrog cov txiaj ntsig zoo nkauj. Txawm hais tias xyoo no nce cov paj laum, cov txiaj ntsig ntawm 10-xyoo US Treasury sau ntawv
3.103%
TUBMUSD 10Y,
yog 3.17%, uas tsis yog qhov txaus nyiam heev vim tias daim ntawv cog lus tsis muaj peev txheej loj hlob mus ntev.
Nrog rau cov nqi khoom lag luam tau poob qis heev thiab nrog kev lag luam tsis muaj zog hauv siab, Altfest tau hloov qee qhov kev hloov pauv rau nws qhov kev pom zoo thawj zaug tshuaj ntsuam xyuas rau cov nyiaj faib tawm. Tam sim no nws qhia tias pib nrog cov nyiaj tau los ntawm tsawg kawg yog 3.5% (nce ntawm nws yav dhau los 3%), nrog rau kev kwv yees nce muag thiab nyiaj tau los ntawm 3% mus rau 4% (qis los ntawm nws yav dhau los ntau ntawm 4% mus rau 5%).
Nws kuj xav lo nrog lub tswv yim tsis muaj zog, nrog rau beta ntawm 1 lossis tsawg dua. Beta yog ib qho kev ntsuas ntawm tus nqi volatility nyob rau lub sij hawm. Rau qhov kev tshuaj ntsuam no, qhov beta tsawg dua 1 qhia tias tus nqi ntawm cov khoom lag luam tau hloov pauv tsawg dua li S&P 500 xyoo dhau los.
Nov yog qhov peb tau tshuaj xyuas S&P 500 rau cov nyiaj faib nyiaj zoo:
Ntawm no lawv yog, txheeb los ntawm cov nyiaj faib tawm:
Nyem rau ntawm tickers los pib koj tus kheej kev tshawb fawb txog ib qho ntawm cov tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Ib qho kev tshuaj ntsuam Tshuag raws li tus lej tsawg ntawm yam tsuas yog ua qhov pib rau kev tshawb fawb ntxiv. Yog tias koj txaus siab rau ib qho ntawm cov khoom lag luam hauv daim ntawv teev npe, koj yuav tsum kawm ntxiv txog koj tus kheej txog cov tuam txhab kev lag luam thiab kev cia siab rau lub sijhawm ntev, tsim koj tus kheej lub tswv yim.
Ntau qhov kev pab cuam nruab nrab xyoo:
Tau qhov twg los: https://www.marketwatch.com/story/this-veteran-money-manager-has-seen-it-all-and-these-19-dividend-stocks-pass-his-rigorous-quality-screen- right-now-11656507855?siteid=yhoof2&yptr=yahoo