Archive for July, 2016

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS

July 15, 2016

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE
SAFE HAVEN INVESTMENTS

Gold:

  • An insurance policy against disaster and traditionally a behavioral opposite to stocks
  • Morningstar Favorite:
    iShares Gold Trust ETF (IAU)

IAU Chart

IAU data by YCharts

Long Term Treasuries:

  • Non-correlated asset
  • Dampens portfolio volatility
  • A top rated ETF is:
    SPDR Barclays Long Term Treasury ETF (TLO)

TLO Chart

TLO data by YCharts

Watch the related WEALTHTRACK episode.

SARGEN: CAREER MISSION & WILBY: UNPLUGGED INVESTOR

July 15, 2016

SARGEN: CAREER MISSION

After 40 years as a global  economist and strategist Nick Sargen relinquished his Chief Investment Officer role at Fort Washington Investment Advisors to become Chief Economist and Investment Strategist, as well as complete his soon to be published book, Global Shocks: An Investment Guide for Turbulent Markets. He talks about the decision to shift career gears.

WILBY: UNPLUGGED INVESTOR

Both as  a professional investor managing top performing mutual funds and as an active investor managing his own retirement account Bill Wilby was hooked on his data full Bloomberg terminal. Until recently that is. He explains why, after 30 plus years, he recently became unplugged.

Watch the related WEALTHTRACK episode.

SARGEN & WILBY: INVESTING IN TURBULENCE

July 15, 2016

A rare interview with two veteran investors who say turbulent and volatile markets are here to stay and require some unusual approaches.
Fort Washington Investment Advisor’s Nick Sargen and former mutual fund star, now private investor Bill Wilby share their strategies.
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Brugère-Trélat & Trennert: Brexit’s Long-Term Consequences

July 9, 2016

This page is here for technical reasons. Please click here for the episode page.

AVOIDING BURNOUT & POPULAR THEME PORTFOLIOS

July 9, 2016

BRUGERE-TRELAT: AVOIDING BURNOUT

Phillipe Brugere-Trelat has managed top performing European and international portfolios through several decades of booms, busts, financial crises, and most recently Brexit. How has he avoided burnout?

TRENNERT: POPULAR THEME PORTFOLIOS

Jason Trennert and his partners founded Strategas Research Partners ten years ago as an independent macroeconomic, investment strategy and policy firm for institutional clients. As part of that work they have  identified some major investment themes and constructed model portfolios to match.  Three portfolios have proved to be so popular that the firm recently created Strategas Asset Management to run them for clients.

Watch the related WEALTHTRACK episode.

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