VARBECO Wealth Management, LLC

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Portfolio Compass | January 15, 2019

COMPASS CHANGES Upgraded financials view to neutral/positive from neutral Upgraded industrial metals view to neutral from negative/neutral INVESTMENT TAKEAWAYS Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a price to-earnings...

Portfolio Compass | December 19, 2019

COMPASS CHANGES Downgraded real estate view from neutral/positive to neutral Downgraded investment-grade corporate bonds from neutral/positive to neutral INVESTMENT TAKEAWAYS Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a...

Portfolio Compass | November 20, 2019

COMPASS CHANGES Downgraded master limited partnerships (MLP) from neutral to negative/neutral. INVESTMENT TAKEAWAYS Our preliminary S&P 500 Index year-end 2020 fair value target near 3,200 is based on a price-to-earnings (P/E) ratio slightly above 18 and our 2020...