Document Type
Investment Portfolio
Publication Date
2013
Abstract
We believe that the U.S. economy will continue growing modestly through 2013 and pick up speed in 2014. We have positioned the portfolio to take advantage of a slowly growing economy by slightly over-weighting the consumer discretionary, energy, industrials, technology, and health care sectors as these have traditionally benefited from recoveries. Accordingly, the consumer durables, financials, materials, telecommunications, and utilities sectors were under-weighted. Although the future is unusually cloudy, we reached this conclusion based on expected economic growth rates, favorable market P/E ratios and continued low interest rates.
Recommended Citation
Terala, Soumya; Harvey, Peter; Mayo, Kevin; Talwar, Bhawna; Patil, Pankaj; and Enger, Chris, "SunTrust Portfolio Recommendations: Crummer Investment Management [2013]" (2013). Crummer Truist Portfolios. 26.
https://scholarship.rollins.edu/suntrust/26