VARBECO Wealth Management, LLC

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Portfolio Compass | November 14, 2018

COMPASS CHANGES Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive. Downgraded our view of bank loans to neutral from neutral/positive. INVESTMENT TAKEAWAYS We expect additional gains for the S&P 500 Index over the balance of...

Portfolio Compass | October 17, 2018

Compass Changes Downgrading view of small and mid cap growth from neutral/positive to neutral. Our Communication Services view is neutral, compared with prior telecom view of negative/neutral. Upgrading our view of investment-grade corporates from neutral to...

Portfolio Compass | September 19, 2018

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS We expect double-digit S&P 500 returns in 2018 (including dividends), driven by earnings growth potentially in the mid-to-high teens in 2018 thanks to a combination of steady economic growth, better corporate...