Tag: market leadership rotation

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Markets continue to be all over the place. I’m not sure whether it’s all the geopolitical stuff going on out there that is messing it up. I had another look at some of my stocks, which are trading well below their twelve-month highs. I am shocked that the Dow and the Nasdaq keep hitting new highs while my portfolio continues to decline in value. What the heck is going on? You can talk about market leadership, but will it ever rotate back to traditional industries? I can’t see that happening in the near future. So does that mean the whole concept of a diversified portfolio of individual stocks is down the tubes? I don’t know the answer.

I don’t know about you, but this is very troubling, particularly for those who run their own investment portfolios and trade individual stocks. But the “old” names don’t seem to work anymore. But for how long?