Martin Lees

  Make sure that you get the correct security for your phone

  New Year Resolution is playing out to the normal.

 Create your own advent any time of the year. https://www.myadvent.net/edit/photos

  I would also make the content explaining the 4 Cs and why each was important. “How long will it take?”

 Quad 1: Goldilocks Best Asset Classes: Equities, Credit, Commodities, FX Worst Asset Classes: Fixed Income, USD Best Equity Sectors: Tech, Consumer Discretionary, Materials, Industrials, Telecom Worst Equity Sectors: Utilities, REITS, Consumer Staples, Financials, Energy Best Equity Style Factors: High Beta, Momentum, Leverage, Secular Growth, Mid Caps Worst Equity Style Factors: Low Beta, Defensives, Value, Dividend Yield, Small Caps Best Fixed Income Sectors: BDCs, Convertibles, HY Credit, EM $ Debt, Leveraged Loans Worst Fixed Income Sectors: TIPS, Short Duration Treasurys, MBS, Treasury Belly, Long Bond  Quad 2: Reflation Best Asset Classes: Commodities, Equities, Credit, FX Worst Asset Classes: Fixed Income, USD Best Equity Sectors: Tech, Consumer Discretionary, Industrials, Energy, Financials Worst Equity Sectors: Telecom, Utilities, REITS, Consumer Staples, Health Care Best Equity Style Factors: Secular Growth, High Beta, Small Caps, Cyclical Growth, Momentum Worst Equity Style

 S&P 500 INDEX (SPY)  Communication Services (XLC)  Consumer Cyclical (XLY) 8.4% 3.2% 1.1% -0.3% 4.8% 2.1% 2.1% 6.0% 13.5% 2.2% -2.0% -5.4% 10.8% 6.6% -0.2% -1.5% 5.9% -0.9% 1.3% -0.3% 7.3% 4.6% 2.5% 1.2% 20.2% 3.9% 2.6% -2.0% 2.7% 5.2% 0.4% -19.3% 2.4% -2.5% -1.1% -1.3% 11.7% 3.7% 4.4% 4.8% 4.2% 4.4% -0.3% 3.0% Consumer Non-Cyclical (XLP) 4.9% 1.2% 0.8% 1.8% 1.4% -1.8% 1.6% 8.2% 7.1% 3.9% 0.4% -1.0% 6.2% 3.9% 1.1% -0.3% 3.4% -1.1% 0.9% 8.0% 4.7% 1.3% 0.2% 0.0% 12.8% 2.2% 0.7% 2.2% 3.5% 0.4% -1.9% -12.7% 1.2% 2.1% 0.7% 4.3% 5.3% 0.4% 3.8% 0.8% 1.7% 2.8% 1.5% 2.1% Energy (XLE) 6.3% 4.4% 1.8% -3.8% 3.9% 3.3% 6.4% 1.5% 6.8% 1.7% -6.9% -9.6% 7.1% 12.5% 5.9% -9.8% 2.8% 1.7% -4.2% 2.0% 9.0% -1.6% 6.7% -0.4% 5.9% -0.9% 3.7% -6.7% 2.1% 6.7% 2.8% -50.5% 6.4% 7.2% -2.0% -0.3% 9.2% 3.9% 6.9% 0.8% 7.7% 4.5% -3.9% -0.3% Financials (XLF) 6.2% 3.6% 0.1% -1.4% 3.3% 0.5% -0.9% 4.5% 10.2% 1.9% -1.1% -8.4% 8.3% 9.0% -2.4% -6.2% 3.4% 2.7% 0.3% 2.1% 5.8% -1.5% 3.1% 2.2% 16.2% 1.0% 1.7% -0.7% 1.9% 7.5%