October 14: The debt ceiling problem is still a worry while Covid is becoming less so. The fear and greed index is also still in the fear range and so I don’t know for sure if the end of September slump is completely over. That said, the fundamental economy is still in a supply-constrained growth cycle and earnings season has just kicked off. Both of these last two are positives for the stock market. As such, I’ll cautiously suggest some stocks and funds. Currently, the five top ETFs are: VFH, XSD, XLF, BBCA, and VOE. Top growth stocks are: DINRF, MIELF, JBL, VLRS, WLK, OROVY, CRK, OLN, SAH, THD, CICOY, SIG, and GDP. Dividend stocks to consider are: AHH, FUNC, MOV, OW, NEXA, GEF, NTR, OXLC, BP, E, AB, FLMN, GSK, SUN, XOM, and MPLX.

If you are into CEFs for income. I’d start limiting term lengths among your fixed income bond funds. Also consider moving into variable rate or floating rate funds and senior loan funds. For example, take a look at AFT, BGB, BRW, OXLC, and XFLT as places to start. Real asset funds like JRI are also worth a look. As always, good investing!