The One Chart Your Financial Advisor Doesn't Want You to See

by Andrew Zatlin July 14, 2023 2:00 pm ET

Your financial advisor doesn't want you to see what I'm about to show you.

It's a single chart that's the basis for how they make their money...

And once you see it, you may never need them again.

For a transcript of this video, see below. This transcript has been lightly edited for length and clarity.

The One Chart Your Financial Advisor Doesn't Want You to See

When the market's volatile, you probably seek guidance from your financial advisor.

After all, they're smart, level-headed, and spend all day focused on the markets. Furthermore, they have key resources at their disposal – troves of information, access to their own experts, and complex software tools (probably written by NASA scientists) to help make decisions no one else can make, right?

What if I told you that the advice you've been getting is based on one simple chart, a chart that all financial advisors and investment companies use? This chart is numbered, color-coded, and drop-dead simple to read...

And today, I'm going to show it to you and reveal how you can start using it to boost your portfolio.

The Bible for Investment Professionals

Perhaps surprisingly, the chart I'm referring to dates back almost 30 years. Here it is:

There's a lot going on here, so let me break it down.

First, you'll see two wavy curves – one yellow and one blue (where they overlap creates green). The yellow represents the economic cycle – in other words, the current state of our economy. Are we in boom times? Is a recession underway? Simply follow the curve to find out.

The blue curve, meanwhile, is the stock market's cycle. In other words, are we in a bull or bear market?

Second, you'll notice a bunch of numbers which correspond to different sectors – energy, technology, health care, etc.

Essentially, once you determine where we are in the cycle, simply look for which numbers are nearby. And those are the sectors your financial advisor will suggest you target.

Are we in the middle of a recession during a bear market? They'll probably recommend you invest in financials and consumer cyclicals. Are the economy and market ready to climb? You'll probably want to invest in technology stocks.

Here's the thing about this chart, though...

Just Follow the Crowd

Based on the chart above, you're advised to invest in particular sectors simply based on the timing of the economy. But is that wise? I mean, do sectors like health care and energy really ebb and flow with the state of the economy?

Here's the thing: It doesn't matter!

In other words, these sectors may not actually trend up when the economy is trending down. But because every financial advisor is pushing their clients' investments toward these sectors, they're bound to jump.

That's part of what makes this chart so amazing. Because it's so widely used, it's almost market-proof. Simply follow the crowds into the respective sectors and watch your portfolio soar.

But hold on a minute...

It's Not that Simple

Before you take this chart and run off, listen up.

Investing solely on this chart isn't the way to go. Ironically, it's too simple. This advice is too broad. For instance, the chart might tell you to invest in consumer cyclicals. But does that mean restaurants? Hotels? Airlines? There are thousands of options within each of these sectors...

But thankfully, that's why you turn to me!

You see, I'm bringing something more to the table: my unique hard data. And I use it to target specific investment opportunities within each of these sectors. Let me show you...

Where to Invest Right Now

Right now, inflation is falling. Payrolls are struggling. And America's trading partners have slipped into a recession. Given these factors, I'd say our economy is on the downward slope. And we're in the middle of a bear market.

Looking at the chart, we should jump into utilities stocks – No. 10. Great!

But which utilities company should we invest in? Which ones are set to outperform the competition?

I've got the answers for you, but only if you become a "Pro" subscriber. In the meantime, we're in it to win it. Zatlin out.