Tag: Action Point

CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO

May 8, 2015

CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO

COMMODITIES ARE:

  • Currently unpopular
  • Cheap
  • “Only asset class to make money in an inflation shock”

Credit Suisse Commodity Return Strategy (CRSOX):
“…Morningstar’s sole actively managed medalist fund in the commodities
broad-basket category…”

CRSOX Chart

CRSOX data by YCharts

Greenhaven Continuous Commodity ETF (GCC)
“…it equally weights various commodities, resulting in a much lower allocation to energy stocks than its peers.”
GCC Chart

GCC data by YCharts

Watch the related WEALTHTRACK episode.

CHECK OUT ESTABLISHED ACTIVELY MANAGED BOND FUNDS

May 1, 2015

BOND FUND MANAGER OUTPERFORMANCE

  • 3 years 71%
  • 5 years 70%
  • 10 years 56%

STOCK FUND MANAGER OUTPERFORMANCE
Percentage of Non-Index Stock Fund Managers that Outperform S&P 500 Index

  • 3 years 29%
  • 5 years 20 %
  • 10 years 27 %

Watch the related WEALTHTRACK episode.

TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES

April 24, 2015

TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES

ENROLL IN MEDICARE ON TIME

  • Approaching 65?
  • Prepare to enroll for Medicare Part A & B
  • Enrollment window is 3 months before 65th birthday until 3 months after 65th birthday

MEDICARE RESOURCES

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN INDIA

April 17, 2015

CONSIDER INVESTING IN INDIA

  • Business friendly leadership under Prime Minister Narendra Modi
  • Most dynamic of the BRICs
  • World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class

Watch the related WEALTHTRACK episode.

CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS

April 10, 2015

CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS, BOTH INDIVIDUALS & FIRMS

Watch the related WEALTHTRACK episode.

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