Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK.
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William “Bill” Wilby
Former Portfolio Manager, Oppenheimer Global Fund
#1 Global Fund during his 12-year tenure
ACTION POINT
MAKE SURE YOUR PORTFOLIO IS DIVERSIFIED
IMPORTANCE OF DIVERSIFICATION
- In any given year different asset classes will be best or worst performers
- Market leadership changes year to year
- No one person or algorithm has been able to consistently predict winners or losers
- Diversified Portfolio: always in the middle of the pack, neither the best or worst performer in bull and bear markets
MFS Diversified Portfolio Equal weight of U.S. bonds, Global Bonds, Large Cap Growth, Large Cap Value, Small/Mid Cap, International stocks, Commodities, REITs (Real Estate Investment Trusts)
ANNUALIZED RETURNS (2004-2023)
Diversified portfolio 6.5%
Large Cap growth 11.3%
Commodities -0.1%
BOOKSHELF
ONE INVESTMENT
WILBY: SEMICONDUCTOR TECHNOLOGY MONOPOLY
ASML Holding NV ADR
Price: $888.13 on 8/28
52-week range: $564.00 – $1,110.09
STOCK, BOND, FUND MENTIONS
- JPMorgan Chase & Co (JPM)
- HDFC Bank Ltd ADR (HDB)
- BHP Group Ltd ADR (BHP)
- Freeport-McMoRan Inc (FCX)
- Novo Nordisk A/S ADR (NVO)
- Mastercard Inc (MA)
- Eli Lilly and Co (LLY)
- Fluor Corporation (FLR)
- Aecom (ACM)
- Jacobs Solutions Inc (J)