The Bottom Line
Continue to hold favoured equities and ETFs for additional gains that between now and May next year. Entry points are less attractive than a week ago. Preferred strategy is to enter into new positions and to add to existing positions on any weakness during the next two weeks ago. Equity market indices with favourable seasonality at this time of year include Canada, U.S.A., China, Germany and Japan. Sectors with favourable seasonality at this time of year include technology, consumer discretionary, materials, industrials, lumber and metals & mining.