Asset Allocation

LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES

September 13, 2019
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES:

  • Market Neutral Funds
  • – Vanguard Market Neutral fund, Morningstar Silver Medalist
  • Cash & Cash Equivalents including U.S. Treasury Bills
  • Gold
  • Non-Correlated to Stock Market
  • Provide Protection when markets get hit

Watch the related WEALTHTRACK episode.

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

November 2, 2018

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

Short term muni fund attributes:

    • Tax free interest
    • Less sensitive to rising interest rates
    • Flexibility to reinvest as rates rise

Watch the related WEALTHTRACK episode.

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

October 27, 2017

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

Matthew Peron is using combination of active, passive, fundamental and quantitative

Watch the related WEALTHTRACK episode.

OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO

July 21, 2017

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

November 3, 2016

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.

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