Two Out Three Aint Bad

I always liked that Meat Loaf song...but that's not the point.

So far this year, we missed most of the big downdraft and a bit less of the big rally, to leave our composite of client accounts abouttwo percent in front of the S&P 500 year to date.

We've been looking for investments that will do well in two out of three likely investment scenarios:

- A strong economy
- A flat economy, or,
- A weak economy

Basically, we're looking for defensive investments with an upside kicker. To see what whe chose in June, see our most recent client newsletter.