Archive for January, 2014

CHARLIE DREIFUS: LESSONS FROM A MENTOR

January 24, 2014

For as long as he can remember Great Investor Charlie Dreifus loved numbers. As a child he asked his mother to read numbers to him instead of storybooks. But it wasn’t until he took Professor Abraham Briloff’s accounting course at Baruch College that Dreifus found his calling, what he calls deep dive accounting.  Briloff,  who became an accounting legend passed away recently at the age of 96. For Dreifus he was a father figure, mentor and life-long friend.




CHARLES DREIFUS – A SMALL CAP INVESTOR THINKS BIG

January 24, 2014

CHARLES DREIFUS – A SMALL CAP INVESTOR THINKS BIG

January 24, 2014

A WEALTHTRACK Great Investor who has made his name investing in small company stocks explains why he now favors large companies. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds discusses why big is better in today’s markets. Continue Reading »

INVEST IN GROWING DIVIDEND STREAMS

January 24, 2014

INVEST IN GROWING DIVIDEND STREAMS




Dreifus recommends:
SPDR S&P Dividend ETF (SDY)
– Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more

SDY Chart

SDY data by YCharts

Vanguard Dividend Appreciation Index ETF (VIG)
– Chooses U.S. firms that have raised dividends 10 consecutive years or more

VIG Chart

VIG data by YCharts

 

Dividend Growth Mutual Funds recommended by Morningstar & Barron’s:
Vanguard Dividend Growth Fund (VDIGX)
T. Rowe Price Dividend Growth Fund (PRDGX)

BILL MILLER’S COMPETITIVE EDGE

January 17, 2014

Investment Legend Bill Miller recently sat down with Wall Street’s number one economist Ed Hyman for an exclusive WEALTHTRACK television interview. Miller, who remains the only mutual fund manager on record to beat the market for 15 consecutive years has gone through some rough patches but he always comes back. His Legg Mason Opportunity Trust fund is once again leading the pack. It was named the number one mutual fund in 2012 and number 2 last year in The Wall Street Journal’s Winners’ Circle ranking of diversified U.S. stock funds. Legg Mason Opportunity Trust was up 40% in 2012 and 67% last year. Miller talks about what he sees as his competitive edge.




Watch the WEALTHTRACK Episode

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