ACTION POINT

PAY ATTENTION TO POLICY, NOT POLITICS

November 15, 2019

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:

    • financial plan
    • portfolio direction
    • business climate

Policy can determine:

  • Interest rates
  • Taxes
  • Rules and regulations

Watch the related WEALTHTRACK episode.

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

November 9, 2019
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

Watch the related WEALTHTRACK episode.

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

October 26, 2019

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

PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES

    • MOVE OIL & GAS FROM WELLS TO END USERS
    • PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE
    • GENERATE HIGH LEVELS OF CASH FLOW
    • PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS
    • PETRIE’S SUGGESTED ENERGY FOCUS: MEGA OIL AND GAS COMPANIES
    • HAVE FINANCIAL HEFT TO GROW THROUGH ACQUISITIONS AND INVESTMENT

BIGGEST COMPANIES INCLUDE:

  • – EXXON MOBIL
  • – CHEVRON
  • – ROYAL DUTCH SHELL
  • – CONOCOPHILLIPS

Watch the related WEALTHTRACK episode.

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

October 18, 2019
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
CHINA INVESTMENT CHOICES:

  • INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE
  • INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA

EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA:

  • MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA
  • MSCI ALL COUNTRY WORLD INDEX EX U.S.= 8.3% CHINA
    (Chinese tech companies like Tencent & Alibaba among top 5 holdings)
  • MSCI EMERGING MARKETS INDEX = 33% CHINA

INVEST IN CHINA SPECIFIC INDEX OR ACTIVELY MANAGED CHINA FUND

    MORNINGSTAR TOP RATED ANALYST MEDALISTS:

  • * MATTHEWS CHINA FUNDS
  • * COLUMBIA GREATER CHINA FUND
  • * INVESCO GREATER CHINA FUND

Watch the related WEALTHTRACK episode.

OWN SOME DIVIDEND GROWTH COMPANIES

October 11, 2019
OWN SOME DIVIDEND GROWTH COMPANIES

  • Financially healthy
  • More defensive in nature
  • Provide reliable income
  • Compounding power if dividends reinvested

MORNINGSTAR ANALYST FAVORITES

    Vanguard Dividend Growth Fund

  • Recently reopened to new investors
  • Rated 5-star Gold by Morningstar
  • Same manager since 2006
  • Beaten market with lower volatility

Vanguard Dividend Appreciation ETF

  • Gold Medal Analyst rating by Morningstar
  • Symbol VIG

Watch the related WEALTHTRACK episode.

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