Lately my biggest challenge has been adjusting to the rapid ‘rotations’ taking place in the market. My go to strategy historically has been buying breakouts of companies that have P/E to G ratios below 3.0 but lately I’ve had better luck ignoring valuation completely. It makes me think it’s 1999 again and I wonder whether I’ll be able to avoid a large draw down if this is another bubble in the equity markets. Any advice is appreciated.
I would this rotations/PR ratios strategy. It’s a dead end. Trend following offers a way out.