Investing Principles

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

August 12, 2016

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

REALITY CHECK

  • What is your reality?
  • What are you trying to do for yourself and your family?
  • What’s your savings plan?
  • How long is your investment horizon?
  • Can you handle market fluctuations without freaking out?

Watch the related WEALTHTRACK episode.

IMPROVE DECISION MAKING

July 29, 2016
READ DANIEL KAHNEMAN’S PHENOMENAL, EYE OPENING AND EXTREMELY ENTERTAINING BOOK “Thinking, Fast and Slow

Watch the related WEALTHTRACK episode.

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS

July 15, 2016

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE
SAFE HAVEN INVESTMENTS

Gold:

  • An insurance policy against disaster and traditionally a behavioral opposite to stocks
  • Morningstar Favorite:
    iShares Gold Trust ETF (IAU)

IAU Chart

IAU data by YCharts

Long Term Treasuries:

  • Non-correlated asset
  • Dampens portfolio volatility
  • A top rated ETF is:
    SPDR Barclays Long Term Treasury ETF (TLO)

TLO Chart

TLO data by YCharts

Watch the related WEALTHTRACK episode.

ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE

June 17, 2016

ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE

  • Avoid trying to time the market
  • Stick with your financial game plan
  • Stick with investment discipline that works for you financially & emotionally
  • Take advantage of “Mr. Market’s” mood swings
  • Buy some stocks when cheap & sell some stocks when high

Watch the related WEALTHTRACK episode.

LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY

May 27, 2016

LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY

  • Timing Matters
  • Wrong point in cycle: Business and stock will be effected

Watch the related WEALTHTRACK episode.

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