HomePersonal FinanceRetirement & Portfolio ManagementDoll: Like Financials, Expecting Market Correction
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Doll: Like Financials, Expecting Market Correction

Doll: Like Financials, Expecting Market Correction

Bob Doll looks at the macro picture ahead of tariff announcements this evening. He’s focusing on companies with rising free cash flow and good return on equity. However, he’s not totally staying out of high-beta stocks, making his portfolio more “neutral.” His favorite sector is financials, and he expects a market correction still to come.

The Watch List

02 Apr 2025

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