Looking into 2015

We remain convinced that the market will continue moving upward through the end of the year. In fact we are betting on a continued move upward, with hiccups downward along the way, for another two years.  Mega caps and large caps are being rewarded for being compliant with the Federal Reserve and Obama administration policies see nothing but blue sky ahead. The financial engineering and political economy marches on despite the change in Congress. We will suggest your reading our postings on this idea back a couple months ago when during the stock downturn we loaded up and have been richly rewarded.  We hope you did as well. 

This posting is for targeting some ideas going forward into 2015 so as to position your money and retirement funds for the best returns.   We are fans of lost cost customer driven funds by Vanguard and if you have a choice use their ETF's and funds for your investing of retirement assets.   MGV and MGC are excellent ETF's for placing your money now and for at least the next two years.  Throw in some VOO and sleep well at night.  VFIAX and VEIPX and excellent Vanguard funds for the same purpose.  If you are past 55 years old VWINX is much better than playing the target date funds with still putting money in VFIAX.   We are not fans of target date funds because we believe even at 80 years old all retirement portfolios need a healthy doze of stocks. 

Individual stocks picks default to value based mega and large caps for us if one is picking stocks for your portfolio.  BP here at under $42 is a screaming buy for long term portfolios.  The cost of the Gulf cleanup is priced in as well as the downturn in oil prices.  If there is a better buy in the market now we do not know where.   PRU and MET two large insurance companies are priced for a zero rate economy and sooner or later that will change and with even a hint of a rate increase these two companies with large portfolios to invest will increase profits going forward.   A dash of AAPL since the customers of this company are like tobacco users totally hooked on the products and will pay anything to get the upgrades.   We also like NEWM for long term capital gains.   SF has upside as well for long term gains.  Finally for those past 55 years old buy some NNC for capital gains and a nice tax free dividend. 

Do not listen to the doomsayers keep invested in America and do it smartly by following who is being rewarded by politicians and the federal reserve.