ACTION POINT

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

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

• 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.