Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.  

Six months ago, there was a record short position in U.S. treasury bonds. We took the other side of that trade, effectively, based on our belief interest rates would go lower and provide a tailwind to high-dividend stocks.  

Below is a chart showing the 10-year treasury yield over the last year. The shorts are still getting squeezed! Good time to refinance your mortgage, if you haven't already.

This material is not intended to be relied upon as a forecast, research or investment advice. The opinions expressed are as of the date indicated and may change as subsequent conditions vary. The information and opinions contained in this post are derived from proprietary and nonproprietary sources deemed by Silverlight Asset Management LLC to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Silverlight Asset Management LLC, its officers, employees or agents. This post may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any of these views will come to pass. Reliance upon information in this post is at the sole discretion of the reader.​​