Updates, Tips, & Finance News

This week I wanted to go a little more in depth about portfolio positioning.

We have started to see trade tension escalate more and more, and we have also started to see an impact on U.S. farmers.

Emerging markets have started to suffer from this.

For instance, Turkey has been suffering pretty significantly over the last few days and investors are fearing that this is going to spread to other emerging market countries.

Additionally, interest rates seem to be on auto pilot on the way up which is pretty restrictive for growth.

As we’re exiting earnings season we believe volatility may start to pick up as well.

A lot of these risks are in our mind very short-term, and because of that we have moved into cash and defensive positionings.

We’d rather be safe than sorry.

In our mind, we’d rather give up a little bit of upside to protect against significant downside in the short-term.

However, we do believe that if the markets do reprice, we’re going to have a good position to buy some great bargains as we do see fundamentals as really strong and we see a really strong U.S. economy generally.

So our medium-term outlook and our long-term outlooks is actually very positive.

Have a great weekend!


Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.To view Round's Brochure, Terms of Use, Privacy Policy, and Disclosures go to www.investround.com