Asset Allocation

PREMIUM: KESSLER

September 15, 2016

CONTRARIAN TREASURES

On this week’s show an exclusive interview with a contrarian who has been correct on interest rates and the value of U.S. Treasury bonds for years, Kessler Investment Advisors’ Robert Kessler.

SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs

August 5, 2016

SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs

WHAT ARE YOUR PORTFOLIO GAPS?

  • Gold?
  • Emerging Markets?
  • Treasury Inflation-Protected Securities (TIPS)

Watch the related WEALTHTRACK episode.

MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO

March 25, 2016

MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO

  • Can provide price appreciation & capital preservation in market declines
  • Hinder performance in bull markets
  • Traditional non-correlated assets:
    • Gold – favored insurance policy
    • iShares Gold Trust (IAU) is long-time Morningstar analyst favorite
    • Treasury Inflation-Protected Securities (TIPS)
    • Can be purchased directly through the U.S. Treasury on their website
    • Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) is a Morningstar pick

Watch the related WEALTHTRACK episode.

THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO

February 5, 2016

THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO

  • Look at most beaten-up markets, industries and stocks
  • Find highest quality companies or funds in them
  • Battered areas to consider nibbling in:
    • Commodities: metals and mining
    • Emerging markets such as China
    • High-yield bonds: especially energy firms

Watch the related WEALTHTRACK episode.

USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE

January 29, 2016

USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE

  • REVIEW MOST NERVE RACKING POSITIONS
  • DECIDE TO TRIM OR SELL?
  • CONSIDER MAKING IRA CONTRIBUTIONS NOW WHILE ASSETS ARE CHEAPER
  • CONSIDER A SMALL STAKE IN A HIGH QUALITY, HIGH-YIELD BOND FUND

Watch the related WEALTHTRACK episode.

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