Archive for June, 2013

Daniel Wallick & Gregg Fisher Transcript 6/21/2013 #952

June 21, 2013

CONSUELO MACK: On this week’s WealthTrack, the active versus passive debate! Two seasoned investment pros argue the case for and against. In a surprising twist, Vanguard Principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Their arguments are next on Consuelo Mack WealthTrack!

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What percentage of your investments are in actively managed funds, what portion are in passive index funds or ETFs? If you are like most investors, the mix is pretty one sided. As you can see from this pie chart from Vanguard, 74% of assets under management in domestic and international stock mutual funds are actively managed and only 26% are in passive funds, although that number is growing.

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STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?

June 14, 2013

Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Continue Reading »

THINK GLOBALLY IN YOUR BOND PORTFOLIO

June 14, 2013

AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS

Templeton Global Bond Fund (TPINX)

Loomis Sayles Global Bond Fund (LSGLX)

Stephen Smith Transcript 6/14/2013 #951

June 14, 2013

CONSUELO MACK: This week on WealthTrack, maverick bond investor Stephen Smith studies countries and currencies around the world to find bonds worth investing in. What’s he collecting now for his top performing Brandywine Global Opportunities Bond Fund? A WealthTrack exclusive with Great Investor Stephen Smith is next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. How worried are you about the bonds in your portfolio? If you have been listening to many of our WealthTrack guests, you are probably very concerned. Several of our recent Great Investor guests have called the bond market extremely dangerous and risky. After a thirty plus year bull market in bonds, they see little upside and plenty of downside potential. Of course they are mostly referring to the U.S. bond market, U.S. treasury securities in particular, which have already seen signs of weakness.   Continue Reading »

Great Bond Investor Exclusive

June 14, 2013

This week’s Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.

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