Need A Balance of Defense and Offense In Your Portfolio
b"A Fed funds rate of 3.5% by year-end is now a real possibility, says Ben Emons, Medley Global Advisors. The airlines is an area that can still outperform, he explains. There's still upside momentum for materials and energy, he adds. He says with a 50/50 of defense and offense, you can outperform the S&P500. He discusses the housing starts versus homebuilders ETF (XHB). Tune in for more details."