Investing Principles

MAKE SURE YOU ARE TRULY DIVERSIFIED

September 10, 2021


MAKE SURE YOU ARE TRULY DIVERSIFIED

  • Not truly diversified until you own something that makes you uncomfortable
  • Uncomfortable usually means: unpopular, underperforming and cheap
  • “Uncomfortable” assets today include:
    • Value stocks
    • Emerging markets stocks and bonds

EXTEND YOUR INVESTMENT TIME HORIZON

April 9, 2021

EXTEND YOUR INVESTMENT TIME HORIZON

PROBABILITY OF A LOSS FOR THE S&P 500
(Rolling Price Returns, Jan 1930 – Jan 2021)

  • 1 day investment = 46% chance of loss
  • 1 year investment = 31% chance of loss
  • 5 year investment = 19% chance of loss
  • 10 year investment = 10% chance of loss

Source: Richard Bernstein Advisors “Insights” March 2021

Watch the related WEALTHTRACK episode.

DON’T FIGHT THE FED!

September 10, 2020

DON’T FIGHT THE FED!
OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING!

Watch the related WEALTHTRACK episode.

STICK WITH YOUR INVESTMENT DISCIPLINE

July 3, 2020

STICK WITH YOUR INVESTMENT DISCIPLINE

  • KNOW YOUR RISK TOLERANCE
  • STAY WITH YOUR ASSET ALLOCATION
  • REBALANCE WHEN IT GETS OUT OF WHACK
  • BE DIVERSIFIED AMONG:
      RISK ASSETS, LIKE STOCKS
      SAFE ASSETS, LIKE SHORT-TERM TREASURIES
      HEDGES AGAINST DISASTER, LIKE GOLD

Watch the related WEALTHTRACK episode.

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

March 27, 2020

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

  • Understand Your Own Risk Tolerance
  • Put to the Test During Market Turmoil
  • Are You an Investor or a Speculator?

Watch the related WEALTHTRACK episode.

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