MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO Gold: A logical choice Universally recognized and traded as safe haven Minerd recommends maximum 5% holding Jean-Marie Eveillard recommends maximum 10% Buying gold is a hassle Alternative is gold ETF SPDR Gold Shares (GLD) iShares Gold Trust (IAU) Watch the related WEALTHTRACK episode.
MINERD: OUT OF RETIREMENT
OUT OF RETIREMENT Scott Minerd now leads one of the fastest growing investment management firms on Wall Street, overseeing nearly $300 billion of assets including six five-star rated bond mutual funds. It’s a far cry from when he packed it all in and retired at the age of 37. Why did he quit and what […]
PREMIUM: MINERD
RECESSION DEFENSE Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds. WEALTHTRACK Episode #1415; Originally Broadcast on September 29, 2017 Explore This Episode We have compiled additional information and content related to this episode. SCOTT MINERD Global Chief Investment Officer, Portfolio Manager, Guggenheim […]
Davis & Goei: Valuable Growth
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DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS
DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, […]
DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT LONG-TERM CRITERIA Risk-Adjusted Returns Does the fund cushion you during market declines? Inflation-Adjusted Returns – Does it protect your purchasing power? Consistency of Investment Style & Discipline Diversification of Holdings Attention to Costs Watch the related WEALTHTRACK episode.
