In the recent audio lesson Seasonality and Stock Returns, I described the powerful late year upward bias in stock market returns compared to the summer months.
I mentioned I usually increase my stock exposure during the latter part of the year to take advantage of this phenomena.
In this essay, I describe the specific portfolio changes I made this year to take advantage of the seasonality effect.
I usually adjust my stock exposure directly through ETFs, closed end funds and/or mutual funds in my individual retirement account but use options on S&P futures for my taxable account.
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