CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
Action Point
INVEST SYSTEMATICALLY
INVEST SYSTEMATICALLY (Investing Principles) Already do it automatically in 401k plans Avoids market timing and emotional investing Invest equal amounts of money at regular intervals Buy more shares in down market and fewer shares in up markets Watch the related WEALTHTRACK Episode.
ROBERT ARNOTT ACTION POINT
Be Open To New Investment Ideas But Don’t Bet The Farm On Them -Fundamental Indexation – Weights stocks based on key fundamentals, not price. -Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.
CLEMENTS & ZWEIG ACTION POINT
Treat Your Social Security As A Bond Holding For instance $21,000 of Social Security income a year is equal to holding a $700,000 portfolio of 10 Year Treasury bonds yielding 3 percent.
DAVID WINTERS ACTION POINT
Stick with investors and companies that are built to last.
TAKE ADVANTAGE OF THE POWER OF COMPOUNDING
Take Advantage Of The Power Of Compounding Automatically re-invest dividends, interest and capital gains in mutual funds, ETFs, etc.