Report Detail Summary

ObamaCare: A Portfolio Strategy

November 04, 2013

We know that the returns of the high beta or inelastic stocks will outperform the market in a rising environment. So the dilemma an investor faces is how to separate the pure beta play from an Obamacare play. The reason for the concern is that the pure inelastic or high beta stocks will decline if the market falls, while the ObamaCare stocks should continue outperforming.

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