November 09, 2023
When viewing the first year of a bull market after previous declines some similarities exist. Reviewing bull markets – October 1990, October 2002, March 2009, and March 2020:
According to the Wall Street Journal article, “There’s a Reason This Bull Market Feels So Weird” by James Mackintosh:
None of us can predict the short-term gain or loss of the indexes but the concentration in so few stocks that are driving the return is disconcerting. It is one of the reasons when we design a portfolio, we use a combination of passive (index) funds along with actively managed funds.
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