Investing Principles

September 22, 2017

DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT

    LONG-TERM CRITERIA

  • Risk-Adjusted Returns
  • Does the fund cushion you during market declines?
  • Inflation-Adjusted Returns – Does it protect your purchasing power?
  • Consistency of Investment Style & Discipline
  • Diversification of Holdings
  • Attention to Costs

Watch the related WEALTHTRACK episode.

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

September 8, 2017

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

  • Automatic deposits to savings or tax-deferred accounts
  • Setting up a robo-account to automatically invest and rebalance your portfolio
  • Buying a Target Date Fund to prepare for your retirement
  • Automatic Dividend Reinvestment Plans

Watch the related WEALTHTRACK episode.

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

September 1, 2017

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

    NO INTEREST IN INVESTING:

  • Choose index funds
  • Diversify globally & by asset class
  • Include safe haven investments
    e.g. Treasury bonds & Gold
    COMFORT LEVEL COMBINATION:

  • Core position in broad global stock index fund or ETF
  • Satellite positions in actively managed mutual funds
  • Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
    TRADITIONAL CHOICE:

  • Actively managed funds
  • Global & asset class diversification

Watch the related WEALTHTRACK episode.

THINK LIKE A VALUE INVESTOR

June 30, 2017

THINK LIKE A VALUE INVESTOR

  • Seek out what is unpopular
  • Frequently best opportunity

WORST PERFORMING S&P SECTOR
(Year-to-date through 6/22/17)

  • Energy -15%
  • Oil & Gas Drilling – 38.3%

Watch the related WEALTHTRACK episode.

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

June 16, 2017

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

Watch the related WEALTHTRACK episode.

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