Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage “Financial Valium” Watch the related WEALTHTRACK Episode.
Archives for May 2014
STEVEN ROMICK: NO FALSE PROMISES
Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year, is known for his outspoken and contrarian views. In a recent quarterly letter to shareholders he told them if they believe the market is going to continue to go up, they would be better served having their capital with a manager who is more […]
Chuck Akre: Compounding Machine
CHUCK AKRE: RULES TO LIVE BY
Independence of thought and constant inquiry are hallmarks of most Great Investors. Chuck Akre is no exception. He shares his personal and professional rules to live by and why where he lives is a key contributor to his outstanding track record.
PUT THE POWER OF COMPOUNDING TO WORK FOR YOU
CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
CHUCK AKRE: COMPOUNDING MACHINE
Great Investor Chuck Akre explains how he finds “compounding machines” – companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them. The Akre Focus Fund is rated 5-star by Morningstar and has delivered nearly 19% annualized returns since its inception.