Through The Cycle Investing

 

A discussion of The Hedged Economist’s approach to managing a portfolio through market cycles can be found that “Portfolio Performance Through The Cycle: A Retiree's Roth IRA” @ (https://seekingalpha.com/article/4482981-portfolio-performance-cycle-retirees-roth-ira). As the title implies, the article uses a Roth IRA to illustrate the approach.

As has been mentioned in previous postings, The Hedged Economist approach involves investing in companies, rather than trading stocks. Thus, the posting does not address trying to time the cycle. Rather, it discusses having a portfolio that invests in companies that respond differently to market and economic cycles.