S&P 500 Investment Ladder

In this short-term market cycle,  we would advocate the following portfolio mix at various S&P levels.  This is based on a conservative investor who desires at least a small footprint in the market and the long-term market cycle is in Bear mode. 

      S&P Level                 Stocks                            Cash

          1260                         66 %                             33 %

         1310                          58 %                             42 %

         1360                          50 %                             50 %

         1410                          35 %                              70 %

         1460                         20 %                              80 %