Why defensive names and bitcoin could be solid plays over the next six months

Is Your Portfolio Ready for the Tech Tsunami? A Smart Money Pivot is Brewing.
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**Are you still betting big on Big Tech? Think again.** While everyone's chasing this year's tech darlings, savvy investors are quietly shifting gears. This isn't just a hunch; it's a strategic move based on expert insights and emerging market vulnerabilities. Read on to discover how to protect your portfolio and potentially profit from the coming shifts.
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The Big Tech Bubble: Poised to Burst?
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Bob Elliott, CEO and Chief Investment Officer of Unlimited Funds, sounds a warning bell. He sees storm clouds gathering on the horizon—a slowing economy and rising inflation fueled by President Trump's tariffs. This perfect storm could expose weaknesses in the current market, especially in heavily weighted mega-cap tech stocks. His firm, Unlimited Funds, leveraging proprietary technology, offers accessible alternative investment strategies, including four diversified Unlimited ETFs.
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Elliott's prescription? A bold, contrarian approach: "Go long on bonds and gold, and short the US dollar." This isn't just some wild guess. It's a strategy favored by some of the world's sharpest financial minds in the hedge fund community. He explains that current market valuations are dangerously optimistic, assuming a near-perfect scenario that’s highly unlikely.
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Beyond Big Tech: Where the Smart Money is Going
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But what about specific sectors? That's where Strategas Securities' technical strategist, Todd Sohn, offers some intriguing counter-intuitive ideas. He points to the often-overlooked potential in underperforming sectors.
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**Healthcare: A Contrarian's Goldmine?**
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"The bar is incredibly low for many defensive companies," Sohn reveals. "It's basement bottom pickings." He highlights the healthcare sector, noting a massive exodus of investment due to administrative fears. But Sohn sees opportunity, suggesting that now might be the perfect time to strategically "nibble" in specific areas. Could this be your chance to scoop up undervalued gems?
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Bitcoin: Here to Stay or a Passing Fad?
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The crypto-sphere is another area Sohn finds fascinating. With Congress actively considering cryptocurrency legislation and the recent surge in crypto prices, Sohn believes Bitcoin has cemented its place as a major asset. He suggests that investors are finally realizing Bitcoin’s long-term potential. While Bitcoin's price fluctuates (it recently dipped below $117,000 after hitting an all-time high), Sohn's bullish stance is a compelling counterpoint to the prevalent negativity. Protecting Your Portfolio – The Takeaway The current market presents both risks and exciting opportunities. By diversifying your portfolio and considering alternative strategies – like those suggested by Elliott and Sohn – you can position yourself to navigate the challenges ahead and potentially profit from market shifts. Are you ready to explore these opportunities?

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