Seeking Alpha

J.D. Steinhilber


About this author: Author's firm:
The current evidence favors a cautiously optimistic economic and market outlook and it is appropriate to give this bull market the benefit of the doubt. Our model portfolios:
[View larger version]

[Editor note: These all-ETF portfolios contain one mutual fund -- PCRDH -- to capture diversified commodities. The forthcoming Deutsche Bank Commodity Index ETF (ticker: DBC) should address this current ETF gap.]

This is no time for complacency, however, and we will be keeping a close eye on longer-term interest rates, which we believe will be the pivotal factor in stock market performance in 2006.

« Any opinions expressed on the Seeking Alpha sites are those of the individual authors and do not necessarily represent the opinion of Seeking Alpha or its management. »