ACTION POINT
STICK WITH PUBLICLY TRADED SECURITIES
STICK WITH PUBLICLY TRADED SECURITIES
Signs of Private Equity Trouble
An explosion in the number of private equity firms:
- 106% increase in PE-backed companies in the decade ending 2017
- Net asset value of PE holdings up sevenfold since 2002
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
- U.S. market has outperformed foreign markets over the last decade
- Trim some U.S. holdings and add to some overseas markets
- Consider markets you are underexposed to and/or are unpopular
HAVE A PLAN TO SAVE REGULARLY
HAVE A PLAN TO SAVE REGULARLY
Top 10% of savers in every income group consistently held 10-20 times retirement
wealth of bottom 10% of savers
PAY ATTENTION TO POLICY, NOT POLITICS
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
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
- Continuity is important in a firm’s:
- Leadership
- Investment philosophy
- Goals
- Discipline
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