Asset Allocation

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

November 3, 2016

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

  • Equal dollar weight to all stocks in S&P 500
  • Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks

Watch the related WEALTHTRACK episode.

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

October 21, 2016

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

PREFERRED STOCKS:

  • A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure
  • Junior to bonds, but senior to common stocks in claims on assets
  • Currently yield more than investment grade bond equivalents
  • Bond interest is taxed at regular personal income tax rate
  • Most preferred stock dividends taxed at lower long-term capital gains rate

Burt Malkiel’s: “The ‘Preferred’ Path to Higher Returns

Watch the related WEALTHTRACK episode.

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.

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