Asset Allocation

CONSIDER SOME “HOMEBODY” INVESTMENTS

June 20, 2020

CONSIDER SOME “HOMEBODY” INVESTMENTS

Rosenberg thesis: Transitioning permanently to more frugal “homebody” economy

“HOMEBODY” BENEFICIARIES include:

  • Home OfficeTechnologies (cloud)
  • Telecommunications
  • Utilities
  • Food Suppliers
  • Diversifiers include:
  • – Gold
  • – Treasuries

Watch the related WEALTHTRACK episode.

STAY CAUTIOUS

May 1, 2020

STAY CAUTIOUS

  • No one knows how the global recession will play out
  • Profound changes occurring
  • Time to be prudent and cautious

Watch the related WEALTHTRACK episode.

HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET

April 3, 2020

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)

    CASH AND CASH EQUIVALENTS

  • 3 MONTH TREASURY BILLS AND OTHER TREASURY SECURITIES
  • CAN PURCHASE TREASURY SECURITIES DIRECTLY FROM U.S. TREASURY AT TREASURYDIRECT.GOV

Watch the related WEALTHTRACK episode.

CHECK YOUR ALLOCATION TO STOCKS

February 21, 2020

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

Watch the related WEALTHTRACK episode.

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

January 24, 2020

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

Market leaders of one decade are frequently laggards of next and vice versa

2010s MARKET LEADERS
(12/31/2009-12/31/2019)

    U.S. Stock Market:

  • Large (S&P 500) +256.4%
  • Mid (S&P 400) +230.6%
  • Small (Russell 2000) +205.5%
  • NETFLIX +4000%

2010s MARKET LAGGARDS
(12/31/2009-12/31/2019)

  • Emerging Markets (MSCI Emerging Markets Index) +48.3%
  • Brazil (Ibovespa) -26.9% (USD)
  • Gold +38.9%
  • U.S. Treasury Inflation-Protected Securities (TIPS) + 39.2%
    Commodities:

  • S&P GSCI -16.9%
  • West Texas Intermediate (WTI) – 23.1%

Watch the related WEALTHTRACK episode.

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