Archive for August, 2017

PREMIUM: ACTIVE RESPONSE

August 30, 2017

Top performing money managers respond to the popularity of passive index investing.

WEALTHTRACK Episode #1411; Originally Broadcast on September 01, 2017

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JOHN BELLOWS

TOM GARDNER


ROBERT KLEINSCHMIDT

BRIAN ROGERS


JOHN ROGERS

THOMAS RUSSO

  • Managing Member,
  • Gardner Russo & Gardner

DANIEL WALLICK

DAVID WINTERS

Consuelo MackNewsletter available soon.
Mathews Asia


USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

    NO INTEREST IN INVESTING:

  • Choose index funds
  • Diversify globally & by asset class
  • Include safe haven investments
    e.g. Treasury bonds & Gold
    COMFORT LEVEL COMBINATION:

  • Core position in broad global stock index fund or ETF
  • Satellite positions in actively managed mutual funds
  • Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
    TRADITIONAL CHOICE:

  • Actively managed funds
  • Global & asset class diversification

No Bookshelf titles this week.

No ONE INVESTMENT for this episode.


No stock mentions in this episode.


Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

Full episodes featured in this special on Active-Passive debate:

TWO AWARD WINNING BOND MANAGERS EXPLAIN WHY LOW INTEREST RATES & SUBDUED INFLATION WILL KEEP THE ECONOMIC RECOVERY ON TRACK AND THE IMPLICATIONS FOR INVESTORS

Finding rare sources of income in a low-income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows.
WATCH NOW…


WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?

Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it.
WATCH NOW…


INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING

In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.

WATCH NOW…


WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH

Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers.
WATCH NOW…


GREAT VALUE INVESTOR & GLOBAL BRAND NAME INVESTMENT SPECIALIST, THOMAS RUSSO, SHARES HIS CURRENT STRATEGIES

In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success.
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GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE’S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH

A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.
WATCH NOW…


GLOBAL VALUE INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS

Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.

WATCH NOW…

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Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy

August 25, 2017

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GREAT INVESTOR HERSH COHEN ON THE KEY ROLE DIVIDENDS PLAY IN HIS INVESTMENT STRATEGY

August 25, 2017

An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends.

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PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

August 25, 2017

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

COMPOUNDING POWER

    Companies with long history of paying and growing dividends
    “Dividend Aristocrats”

  • S&P 500 companies that have increased annual dividends for at least 25 consecutive years
  • DRIPs: Dividend Reinvestment Plans

  • Automatically reinvest dividends in new shares
    Popular dividend growing ETFs:

  • SPDR S&P Dividend ETF (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)

Watch the related WEALTHTRACK episode.

COHEN: COLLECTING AMERICAN ART

August 25, 2017

COLLECTING AMERICAN ART

Award winning value investor Hersh Cohen has a disciplined approach to buying stocks, but when it comes to collecting twentieth century American prints he leads with his heart.

Watch the related WEALTHTRACK episode.

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