Archive for April, 2013

Premium: Ben Inker: The Next Generation of Financial Gurus

April 17, 2013

Every week on WEALTHTRACK Consuelo asks our guests what would be their recommendation for the One Investment for a long-term diversified portfolio. Ben Inker, co-head of GMO Asset Allocation Team and a protege of the legendary fund manager, Jeremy Grantham, and our guest coming up this weekend, recommends that a good place find solid stocks is to choose one with a rating of “A” and higher from the list of S & P 100 U.S. companies For our subscribers this week, we have taken this recommendation one step farther and have identified the 59 companies that are

RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO

April 17, 2013

RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO

Cash:

  • Protects portfolios from losses
  • Provides buying power when assets get cheap again

 

MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY

April 12, 2013

Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior.

The moral to this story is: if you can’t take the heat, stay out of the kitchen and before you invest make sure a fund’s personality matches your own.

 

Ken Heebner: Bullish on Banking

April 12, 2013

On this week’s CONSUELO MACK WEALTHTRACK, legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous. Continue Reading »

Ken Heebner Transcript 4/12/2013 #942

April 12, 2013

CONSUELO MACK: This week on WEALTHTRACK, extreme investing with Great Investor, Ken Heebner. Capital Growth Management’s legendary portfolio manager has reached performance peaks and plunged to valley lows over the years. What investments is he scaling now? Find out next on Consuelo Mack WEALTHTRACK.   Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. The bulls are back. U.S. equity funds posted their biggest quarterly inflows in nine years in the first three months of this year. According to TrimTabs Investment Research, $52 billion flowed into U.S. stock mutual funds and

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