We should probable see one in the next month or so, 5 to 10 percent. Generally I think some US equities in selective areas still have room this year to go higher, but a pause and pullback is due.

Selective tech stocks are working, especially semi conductor that power the technology boom. Soxx is one etf that would give you a good basket of exposure. Fb and google are also relatively cheap given their growth rates. Netflix seems to go up every day even though the gurus say their valuation is way too high. I think they could get bought out by a big player.


Oil stocks should do well in a Trump presidency, although they've been in a funk of late. AMLP is one etf that will give you exposure to pipelines, should see increased volume which equals revenue growth, and have a good dividend.

Lastly financials. Rising interest rate favor them as that means increased revenues. They expect there to be another 2 to 3 rate hikes this year. Banks, insurance, and services should benefit.

Be short of bonds as they don't do well in a rising interest rate environment.

Disclaimer, I own all stocks mentioned, mostly at good profit at this point. I have just under half in cash and am waiting for pullback to identify other buying opportunities.