ACTION POINT

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

February 23, 2018

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

  • Regional diversification: many do business within their home countries
  • A history of outperforming large-cap competitors
  • Not widely followed, giving active managers a better shot at outperformance

Watch the related WEALTHTRACK episode.

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

February 16, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

Buy a series of bonds that mature at different times
TREASURY BOND LADDER

  • Bottom rungs – short-term maturities (1-2 years)
  • Middle rungs – intermediate (5-7 years)
  • Top Rungs – long-term (10-30 years)
  • Diversify interest rates
  • Insulate portfolio from ups & downs
  • Keep up with interest rate changes
  • Get stable income

TO BUY NEW TREASURY ISSUES:
www.treasurydirect.gov
Monthly Auctions
2, 3, 5, 7, 10 & 30 year maturities

  • Minimum investment $100
  • Interest is paid semi-annually
  • Free from state & local taxes

Watch the related WEALTHTRACK episode.

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

February 9, 2018

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

  • Goal is to keep at least 50% of your profits after taxes and fees
  • Apply that criterion to all of your investments: financial, real estate, art….

Stuart Lucas’ 50% Rule investing strategy [.pdf]

Watch the related WEALTHTRACK episode.

TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS

February 2, 2018

TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS

  • Overlooked Asset Class
  • Frequently Uses Leverage
  • Can Be Volatile
  • Issues a Fixed Number of Shares When Offered to the Public
  • Trades Like a Stock on an Exchange
  • Share Price Frequently Trades Below Its Net Asset Value
  • Income Is Frequently Reinvested at a Discount
  • Can Hold Illiquid Bonds That Tend to Yield More
  • Does Not Have to Worry About Meeting Cash Redemptions

Watch the related WEALTHTRACK episode.

CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS

January 26, 2018

CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS

    Actively Managed:

  • Rowe Price Emerging Markets Stock Fund (PRMSX)

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