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interest rate percentage

News

A Rate Hike Is Back on the Table and Your Portfolio May Need Adjusting

Daniel Cross May 27, 2016




Rising Rates Means Having the Right Set up for Your Portfolio


But while the rate hike is bad news for defensive dividend paying stocks, it’s good news for sectors that thrive on higher rates.


Financials


Schwab Financial Services Fund (SWFFX) is a good pick up for rising rates. It contains a diverse set of financial and insurance assets, and comes with an expense ratio of 0.93—well below most sector-specific mutual funds. If rates do go up, look for this fund to take full advantage of the financial industry.


Consumer Discretionary


One mutual fund that’s been consistently rated as one of the top consumer discretionary plays is Fidelity’s Select Consumer Discretionary Portfolio (FSCPX). It comes with a low 0.77 expense ratio and holds a wide selection of stocks in the consumer discretionary space. It’s been putting up healthy gains over the past few years as well with a 3-year and 5-year return of 12.50% and 13.10%, respectively.


Final Thoughts


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