ACTION POINT
HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET
HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET
ADD SOME GOLD TO YOUR PORTFOLIO
-
LARGE AND ESTABLISHED GOLD ETFS:
- SPDR GOLD SHARES ETF (GLD)
- ISHARES GOLD TRUST ETF (IAU)
- 3 MONTH TREASURY BILLS AND OTHER TREASURY SECURITIES
- CAN PURCHASE TREASURY SECURITIES DIRECTLY FROM U.S. TREASURY AT TREASURYDIRECT.GOV
CASH AND CASH EQUIVALENTS
KNOW YOUR RISK TOLERANCE AS AN INVESTOR
KNOW YOUR RISK TOLERANCE AS AN INVESTOR
- Understand Your Own Risk Tolerance
- Put to the Test During Market Turmoil
- Are You an Investor or a Speculator?
CHECK YOUR ALLOCATION TO STOCKS
CHECK YOUR ALLOCATION TO STOCKS
- A big risk for pre-retirees and retirees is a major decline in retirement funds
- Lack of time to make it up
- More than one- third of baby boomers’ 401(k)s: +70% in stocks
- Almost one-tenth of baby boomers’ 401(k)s:100% in stocks
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW
- Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals
- Appreciation Vs. Fundamentals (2019 Performance)
S&P 500 +29% capital appreciation
S&P 500 +2% earnings per share
DON’T CHASE PERFORMANCE
DON’T CHASE PERFORMANCE
Studies show:
- Individual investors underperform funds they invest in
- They buy into funds after periods of exceptional performance (buy high)
- They sell funds after periods of underperformance (sell low)
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