One of the best ways to ride the recovery (as slow and halting as it has been) has been on the back of the American consumer. The S&P consumer discretionary index has returned 100 per cent over the past three years, 40 points better than the wider market. One of the best consumer stocks has been Macy’s, which has returned 225 per cent over the same period.
參與經歷復甦(儘管迄今是緩慢而時斷時續的)的最佳途徑之一,就是依託美國消費者。標普非必需消費品指數(S&P consumer discretionary index)在過去三年內的回報率達到100%,比大盤高出40個百分點。其中表現最好的消費類股票之一是梅西百貨(Macy’s),同期回報率達到225%。
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