Portfolio Compass

Portfolio Compass | October 17, 2018

We expect additional gains for the S&P 500 Index over the balance of 2018, driven by steady economic growth, strong earnings gains, and tax cuts…

Portfolio Compass | August 15, 2018

Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes…

Portfolio Compass | July 19, 2018

Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. Downgraded agriculture to negative/neutral from neutral…

Portfolio Compass | June 13, 2018

Small and mid cap stocks may continue to get a boost from tax reform, merger and acquisition activity, and their more domestic focus.

Portfolio Compass | May 16, 2018

Our 2018 earnings forecast for S&P 500 Index companies is $152.50. Assuming a trailing 12-month price to-earnings (PE) ratio of 19–20, we believe the S&P 500 would be fairly valued in the range of 2950–3000 by year end 2018.