{"id":4350,"date":"2021-04-08T14:26:55","date_gmt":"2021-04-08T11:26:55","guid":{"rendered":"http:\/\/www.liberalglobe.com\/?p=4350"},"modified":"2021-04-08T14:27:01","modified_gmt":"2021-04-08T11:27:01","slug":"structure-of-the-stock-portfolio-during-the-economic-recovery-phase","status":"publish","type":"post","link":"https:\/\/www.liberalglobe.com\/?p=4350","title":{"rendered":"Structure of The Stock Portfolio during the Economic Recovery Phase"},"content":{"rendered":"\n<p>Last week we saw a sell-off in the technology shares of large companies, a fall in the price of gold and a rise (fall) in yields (prices) on government bonds. However, the passage of the $1.9bn &#8220;Biden&#8221; fiscal package has made investors worried about the expected artificial inflationary pressures that will force central banks to cut monetary policy (QE) and raise their borrowing rates.<\/p>\n\n\n\n<p>by<strong> Trust Economics &#8211; <\/strong><em><a href=\"https:\/\/trusteconomics.eu \">https:\/\/trusteconomics.eu <\/a><\/em><\/p>\n\n\n\n<p style=\"font-size:12px\"><em>\u00a9<\/em><em>The law of intellectual property is prohibited in any way unlawful use\/appropriation of this article, with heavy civil and criminal penalties for the infringer.<\/em><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/encrypted-tbn0.gstatic.com\/images?q=tbn:ANd9GcQt-nVW6qRx_nn5aK5uf2rk0iep9VZWI_EgOA&amp;usqp=CAU\" alt=\"How to Build a Stock Portfolio: Crucial Tips That You Must Read \u2013 Wealthface\"\/><figcaption><strong>How to build a stock portfolio <\/strong><br>Photo by the website www.wealthface.com <\/figcaption><\/figure><\/div>\n\n\n\n<p>For this reason, investors are looking for an investment vehicle in equities but no longer in the shares of technology companies but in shares of companies and sectors of the economy that will drive the race to develop the economy.<\/p>\n\n\n\n<p>Trust Economics recommends the attention of investors and if they are looking for investment vehicles that will give them satisfactory returns, they should turn to shares of companies belonging to cyclical sectors of the economy such as consumer goods companies.<\/p>\n\n\n\n<p>Extremely high reservation up to abstention from shares of energy companies active in hydrocarbons but yes to equity investments of energy companies produced from RES and hydrogen, respectively.<\/p>\n\n\n\n<p>Remarkably high reservation up to abstention from shares of energy-oil companies and bank shares as there is an expectation of an increase in interest rates that is positive for banks&#8217; profits but on the other hand a large wave of corporate bankruptcies and increased rates of overdue loans are expected to burden banks&#8217; portfolios.<\/p>\n\n\n\n<p>Investors should therefore focus their investment efforts on consumer goods, industry companies and energy companies that are not active in hydrocarbons.<\/p>\n\n\n\n<p>In addition, to drastically reduce the risk of price changes in their equity portfolios, they will have to invest in shares of companies in the health and consumer goods sector as well as in shares of semiconductor companies.<\/p>\n\n\n\n<p>Shares of this type of companies and sectors of the economy provide stable profits and dividends without being affected by the state of the economy.<\/p>\n\n\n\n<p>Less risky movable assets to successfully address future market and economic volatility should include investments in shares in technology, software, and semiconductor companies.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Last week we saw a sell-off in the technology shares of large companies, a fall in the price of gold and a rise (fall)&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,961],"tags":[710,1540,2510,1054],"class_list":["post-4350","post","type-post","status-publish","format-standard","hentry","category-economic","category-financial-economics","tag-qe","tag-shares","tag-stock-portfolio","tag-stocks"],"_links":{"self":[{"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/posts\/4350","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4350"}],"version-history":[{"count":1,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/posts\/4350\/revisions"}],"predecessor-version":[{"id":4352,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=\/wp\/v2\/posts\/4350\/revisions\/4352"}],"wp:attachment":[{"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4350"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4350"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.liberalglobe.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}