ACTION POINTS

[accordions] [accordion title=”ASSET ALLOCATION”]

• MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY

  March 26, 2021



 



• READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK

  February 19, 2021



 



• AVOID MARKET TIMING

  February 12, 2021



 



• OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER

  October 30, 2020



 



• CONSIDER SOME “HOMEBODY” INVESTMENTS

  June 20, 2020



 



• STAY CAUTIOUS

  May 1, 2020



 



• HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET

  April 3, 2020



 



• CHECK YOUR ALLOCATION TO STOCKS

  February 21, 2020



 



• START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

  January 24, 2020



 



• REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS

  September 28, 2019



 

[/accordion] [accordion title=”CASH”]

• NEVER RISK GETTING CAUGHT SHORT OF CASH

  June 21, 2019



 



• RAISE SOME CASH AND HOLD IT

  August 29, 2014



 



• KEEP A STASH OF CASH IN YOUR PORTFOLIO

  May 23, 2014



 



• START TAKING SOME MONEY OFF THE MARKET TABLE

  December 13, 2013



 



• START TAKING SOME MONEY OFF THE MARKET TABLE

  November 22, 2013



 



• RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO

  April 17, 2013



 

[/accordion] [accordion title=”DIVIDENDS”]

• TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS

  May 17, 2019



 



• PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO

  October 5, 2018



 



• OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

  May 18, 2018



 



• PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

  August 25, 2017



 



• PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

  September 18, 2015



 



• INVEST IN DIVIDEND PAYING STOCKS

  October 10, 2014



 



• OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

  August 1, 2014



 



• TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS

  July 18, 2014



 



• TAKE ADVANTAGE OF THE POWER OF COMPOUNDING

  March 21, 2014



 



• INVEST IN GROWING DIVIDEND STREAMS

  January 24, 2014



 

[/accordion] [accordion title=”FUNDS”]

• OWN SOME DIVIDEND GROWTH COMPANIES

  October 11, 2019



 



• CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

  September 15, 2017



 



• CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

  September 8, 2017



 



• SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

  May 26, 2017



 



• BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

  May 5, 2017



 



• MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

  April 28, 2017



 



• CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

  April 14, 2017



 



• CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER

  April 7, 2017



 



• ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

  December 9, 2016



 



• IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET

  October 28, 2016



 

[/accordion] [accordion title=”GLOBAL INVESTING”]

• CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE

  November 13, 2020



 



• CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO

  October 16, 2020



 



• GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

  February 15, 2020



 



• DON’T CHASE PERFORMANCE

  February 7, 2020



 



• STICK WITH PUBLICLY TRADED SECURITIES

  January 17, 2020



 



• THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO

  October 26, 2019



 



• FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE

  October 18, 2019



 



• OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES

  September 21, 2019



 



• MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

  May 24, 2019



 



• LATIN AMERICA ECONOMIC EXTREMES

  May 10, 2019



 

[/accordion] [accordion title=”HOUSING & REAL ESTATE”]

• TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES

  October 14, 2016



 



• CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO

  August 23, 2013



 



• CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE

  February 1, 2013



 



• CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND

  September 28, 2012



 

[/accordion] [accordion title=”INVESTING PRINCIPLES”]

• EXTEND YOUR INVESTMENT TIME HORIZON

  April 9, 2021



 



• DON’T FIGHT THE FED!

  September 10, 2020



 



• STICK WITH YOUR INVESTMENT DISCIPLINE

  July 3, 2020



 



• KNOW YOUR RISK TOLERANCE AS AN INVESTOR

  March 27, 2020



 



• PAY ATTENTION TO POLICY, NOT POLITICS

  November 15, 2019



 



• PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

  November 9, 2019



 



• PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

  August 4, 2019



 



• LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

  July 5, 2019



 



• PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

  June 29, 2019



 



• INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING

  April 5, 2019



 

[/accordion] [accordion title=”PERSONAL FINANCE”]

• GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

  November 6, 2020



 



• ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO

  October 23, 2020



 



• REASSESS YOUR EXPENSES

  May 15, 2020



 



• REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

  January 10, 2020



 



• February 23, 2019



 



• TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN

  December 7, 2018



 



• TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”

  November 17, 2017



 



• CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

  June 23, 2017



 



• MAXIMIZE YOUR AFTER TAX RETURNS

  February 17, 2017



 



• MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO

  February 3, 2017



 

[/accordion] [accordion title=”READING LIST”]

• READ “COMMON SENSE”

  August 10, 2020



 



• TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION

  June 14, 2019



 



• READ: “SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…”

  April 19, 2019



 



• READ OR REREAD BUFFETT

  April 12, 2019



 



• READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM

  July 20, 2018



 



• ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE

  July 28, 2017



 



• READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”

  July 14, 2017



 



• READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET

  July 7, 2017



 



• READ: THE SECOND MACHINE AGE

  November 18, 2016



 



• CLEMENT & JAKAB: WHAT TO READ

  July 22, 2016



 

[/accordion] [accordion title=”RETIREMENT”]

• HAVE A PLAN TO SAVE REGULARLY

  December 14, 2019



 



• KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE

  August 9, 2019



 



• READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS

  November 9, 2018



 



• CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

  May 25, 2018



 



• BUILD UP YOUR SAVINGS

  March 24, 2018



 



• DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

  October 6, 2017



 



• MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS

  April 21, 2017



 



• DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE

  March 31, 2017



 



• HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT

  September 23, 2016



 



• SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

  April 15, 2016



 

[/accordion] [accordion title=”RISK”]

• OWN SOME SAFE HAVEN INVESTMENTS

  July 25, 2020



 



• DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

  August 3, 2018



 



• OWN SOME GOLD BULLION

  April 27, 2018



 



• PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES

  April 13, 2018



 



• START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO

  March 30, 2018



 



• IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS…

  January 19, 2018



 



• NEVER FORGET THAT MARKETS ARE RISKY

  October 20, 2017



 



• OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

  October 13, 2017



 



• DE-RISK YOUR BOND PORTFOLIO

  February 24, 2017



 



• DE-RISK YOUR PORTFOLIO

  February 10, 2017



 

[/accordion] [/accordions]

 

More Action Points