Archive for May, 2013

Robert Shearer Transcript 5/10/2013 #946

May 24, 2013

CONSUELO MACK: This week on WealthTrack, are dividend paying stocks a crowded trade? Veteran BlackRock Equity Dividend Fund manager, Robert Shearer, explains why this is one crowd you should be comfortable running with next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. A recurring theme on WealthTrack has been longevity risk. The good news is many of us are living longer than our parents’ or grandparents’ generation did. At least one spouse of a U.S. married couple aged 65 can expect to live until 92. We should all be so lucky! The risk to this longevity, and it is a very real one is that we will outlive our savings. A related theme on WealthTrack has been the intensifying search for income, particularly among retirees to fund their retirement. With interest rates at record lows, bonds, the traditional income source are not doing the job. In addition coupons on bonds are fixed. They don’t grow and they don’t keep up with inflation.

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TWO PROS’ PERSONAL PORTFOLIOS

May 24, 2013

We ask Tim Hartch, co-head of the Domestic Equity Team at Brown Brothers Harriman and co-manager of its Core Select Fund, and Bill Priest, Epoch Investment Partners co-Chief Investment Officer and portfolio manager, about their personal portfolios.  It turns out, for these pros having a diversified portfolio is not as easy as one might think.

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ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”

May 17, 2013

Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low. Continue Reading »

CONSIDER SOME CONTRARIAN INVESTMENTS FOR YOUR PORTFOLIO

May 16, 2013

WHAT’S REALLY OUT OF FAVOR?

  • Gold: a substitute for cash, universally recognized store of value
  • U.S. Treasury Securities: shorter term treasuries offer haven against market storms. They are liquid and guarantee of principle.

PRO’S PERSONAL PORTFOLIO: NATURAL RESOURCES

May 16, 2013

What do saltwater disposal wells and gold bullion have in common? You’ll find both in the personal portfolio of Tocqueville Fund’s Robert Kleinschmidt- he explains what makes these investments attractive.
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