Down Market Performance

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Jul 31, 2008 1:03 pm

As most of us would agree, most investments in this market have not held up well.  Most of what I do has held up far better than the market overall, but is still down more than what I would have expected.  My questions is, what type of investment strategies have people used that have held up very well during this market.  I am not interested in annuity stories, as that (to me) is a separate componant of my investment strategy for clients.  Since very few asset classes have held up, I would like to know what people were using BEFORE the market tanked (in other words, hindsight is 20/20, so I am not interested in what we now know worked) that has held up well.


Thanks in advance.
Jul 31, 2008 1:31 pm

Fixed and Indexed annuities have held up very well. 

Jul 31, 2008 2:11 pm

managed futures

Jul 31, 2008 3:12 pm

Whole Life insurance.

Jul 31, 2008 4:59 pm

Bear Stearns stock, Bear Stearns preferreds, Bear Stearns bonds.

Jul 31, 2008 5:06 pm

I've been selling some covered calls to generate a little extra.  

 
Up until recently we've been taking advantage of currencies and the weak dollar in various bond funds  and ETF's.  I think that ride is over especially if our government finally pull their heads out of their  nether regions and lets us start producing oil. 
 
I'm also thinking that real estate is going to be looking attractive again.  On a personal level, I'm purchasing some bank stocks that have been beaten down.