ACTION POINT
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND
Combined Chinese Stock Markets Second Largest in World
China’s A-share market:
- Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges
- Gradually opening up to foreign investors
More A-shares being included in major indexes including MSCI Emerging Markets indexes
Morningstar’s Gold and Silver Medalist China Region Funds
- Matthews China Investor MCHFX – Gold
- Matthews China Dividend Investor MCDFX – Silver
- Matthews China Small Companies MCSMX – Silver
GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS
GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS
- WHAT PANDEMIC CHANGES CAN YOU APPLY TO YOUR LIFESTYLE?
- WHICH ACTIVITIES REALLY MATTERED, WHICH DIDN’T?
- WHICH EXPENDITURES WERE CRITICAL, WHICH WERE SECONDARY?
OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER
OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER
STRATEGAS ANALYZED GOLD’S CORRELATION TO SEVEN ASSET CLASSES: LARGE CAP, SMALL CAP, INTERNATIONAL EQUITY, EMERGING EQUITY, AGGREGATE BOND, HIGH YIELD, OIL, U.S. DOLLAR
- HIGHER POSITIVE CORRELATIONS WITH ALL BUT ONE ASSET CLASS OVER LAST YEAR
- MUCH LOWER CORRELATIONS WITH ALL ASSET CLASSES OVER PREVIOUS TEN YEARS
- NEGATIVE CORRELATION WITH THE U.S. DOLLAR LAST ONE YEAR AND TEN YEAR PERIODS
ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO
ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO
- Interest rates at historic lows
- Federal Reserve intends to keep rates low for the foreseeable future
POSSIBLE ALTERNATIVE INCOME SOURCES:
- Immediate and deferred income annuities
- Structured notes
- Dividend-paying stocks
- Maximizing social security benefits
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
- DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS
- TIME TO TAKE SOME PROFITS
- REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS
- INTERNATIONAL VALUE QUALIFIES
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