Technology stocks are a mixed bag, with buyers focusing on individual stocks rather than industry sectors.
Starting late last year, however, Mr. Okudaira made drastic changes to his portfolio, putting $50,000 into mutual funds focusing on stocks in China and other emerging economies.
He says that over time, stock pickers who focus on the value style of investing have performed better than those focusing on stocks with great growth opportunities.
That's why I advise keeping more cash than usual in your portfolio and focusing on stocks with low betas (market-related risk) and those that pay dividends.
By focusing on stocks with high relative strength scores, you're getting stocks the market is embracing; and by making sure they have low P/S ratios (under 1.5), you make sure you're not overpaying for them.
With an eye on weaker, though still respectable, estimated Mexican growth of 4.5% next year, Gómez is focusing on stocks that are benefiting from the strength in domestic consumption, as well as the adoption of new technology.
If you are looking to play the commodities markets, however, I think a better way to do so is by focusing on stocks that should benefit if commodity prices rise.
Mr. Greifeld also argued that creating two bigger exchanges, one focused on stock trading and one centered on derivatives, was a sounder strategy than creating one big "financial supermarket".
I focus on stock options running through the full term.
"Things are happening far too regularly," said Ed Ditmire, an analyst at Macquarie Securities who focuses on stock exchanges.
