Archive for December, 2015
SUSTAINABLE INVESTING
During this holiday weekend, on broadcast TV, we take a look back at transforming the world themes. You can watch this episode here. New this week: It’s a new world of investing for sustainable investing. Younger generations around the world want to both make money and make a difference in the world. The issue is addressed in Morningstar magazine’s “Spotlight.” Continue Reading »SMEAD: HIGH PERFORMANCE FORMULA
Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance. Continue Reading »
HELP FUND A YOUNG PERSON’S ROTH IRA
HELP FUND A YOUNG PERSON’S ROTH IRA
- CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR
- CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED
- $5500 IN 2015
- $5500 IN 2016
SMEAD: INVESTMENT ROLE MODEL
Top performing large cap fund manager, William Smead owns a concentrated portfolio of high quality stocks which he hardly ever trades in his five star rated Smead Value Investor Fund.
One of his top five holdings is Berkshire Hathaway Class B stock and not surprisingly he says Warren Buffett is his role model.
Rothman: Perspective On China
This page is here for technical reasons. Please click here for the episode page.
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