From around the web, I thought I would share some useful charts. The first chart shows the characteristics of different phases of the economic cycle, including how different asset classes behave:
ACG Advisors: Characteristics of Each Phase of the Economic Cycle
This chart shows the best sectors to buy at different times:
StockCharts.com: Sectors by Phase
The following shows which strategies outperform at different times:
Fidelity Strategic Advisers, Inc: Strategies by Phase
Though I believe in a valuation focused strategy regardless of the phase of the cycle, I think the shift from small to megacap and a greater focus on quality (i.e. becoming more defensive) is important.
What do you think of these charts?
Author Disclosure: None.
ACG Advisors: Characteristics of Each Phase of the Economic CycleThis chart shows the best sectors to buy at different times:
StockCharts.com: Sectors by PhaseThe following shows which strategies outperform at different times:
Fidelity Strategic Advisers, Inc: Strategies by PhaseThough I believe in a valuation focused strategy regardless of the phase of the cycle, I think the shift from small to megacap and a greater focus on quality (i.e. becoming more defensive) is important.
What do you think of these charts?
Author Disclosure: None.
