CONSIDER USING MULTIPLE INVESTMENT APPROACHES Matthew Peron is using combination of active, passive, fundamental and quantitative Watch the related WEALTHTRACK episode.
Asset Allocation
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO Investment grade corporate bonds and Treasury bonds have been non-correlated assets Provide a counterweight to stock prices Watch the related WEALTHTRACK episode.
CONSIDER AN EQUALLY WEIGHTED INDEX ETF
CONSIDER AN EQUALLY WEIGHTED INDEX ETF Equal dollar weight to all stocks in S&P 500 Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks Watch the related WEALTHTRACK episode.
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO PREFERRED STOCKS: A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure Junior to bonds, but senior to common stocks in claims on assets Currently yield more than investment grade bond equivalents Bond interest is taxed at regular personal income tax rate […]
SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs
SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs WHAT ARE YOUR PORTFOLIO GAPS? Gold? Emerging Markets? Treasury Inflation-Protected Securities (TIPS) Watch the related WEALTHTRACK episode.
MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO
MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO Can provide price appreciation & capital preservation in market declines Hinder performance in bull markets Traditional non-correlated assets: Gold – favored insurance policy iShares Gold Trust (IAU) is long-time Morningstar analyst favorite Treasury Inflation-Protected Securities (TIPS) Can be purchased directly through the U.S. […]