In the latest quarterly rebalance for my firm I looked at including a good mix of beat up ETF’s with exposure to growth stocks, tech stocks, international, extended duration bonds (hang with me here), small cap, mid cap, large cap, and, last but not least, my favorite 25 individual stocks with the greatest upside potential coming out of this bear market.
Some of these temporarily ill-favored stocks with huge potential and long track records are PYPL, NKE, EPAM, GM, CRM, GNRC, MTCH, META, JAMF, and INTU. Many of them are down 40-60% so far this year, but show promising potential, especially for the long-term investor.
Back in March of this year I rebalanced my clients’ accounts and bought EPAM, along with TREMX and VWUSX for them. EPAM has more than doubled since then! And only 5 months later, TREMX and VWUSX remain excellent long-term choices.
As you can tell, I bought EPAM back in March for around $177 and now it’s over $415 with plenty more upside potential.
A quarterly rebalance can add a lot of gains to a portfolio. I can’t wait to see how this plays out and what my next favorite stock will be. Please call or email me today for a free consultation.
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.