Asset Allocation

PAY ATTENTION TO PRICE IN YOUR INVESTMENTS

January 22, 2016

PAY ATTENTION TO PRICE IN YOUR INVESTMENTS

Watch the related WEALTHTRACK episode.

ADD SOME PROTECTION TO YOUR PORTFOLIO

October 30, 2015

ADD SOME PROTECTION TO YOUR PORTFOLIO

PORTFOLIO PROTECTION
U.S. Treasurys:

  • Provide liquidity
  • Money back guarantee if held to maturity
  • Hold up in market downturns
  • Non-correlated asset
  • Can buy at auction from government at no cost, from Treasurydirect.gov

Watch the related WEALTHTRACK episode.

BUILD UP A CASH RESERVE

October 16, 2015

BUILD UP A CASH RESERVE

CASH PROVIDES:

  • Choices
  • Flexibility
  • Security
  • Opportunity

Watch the related WEALTHTRACK episode.

THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO

October 2, 2015

THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO

  • Individual investors have flexibility to buy small positions in targeted ETFs
    and mutual funds
  • Energy, emerging markets and gold are unpopular sectors now

Watch the related WEALTHTRACK episode.

CONSIDER OWNING A SMALL POSITION IN GOLD

September 11, 2015

CONSIDER OWNING A SMALL POSITION IN GOLD

  • One of worst investments in recent bull market
  • Appreciates in times of trouble
  • SPDR Gold Shares (GLD)

GLD Chart

GLD data by YCharts

WATCH NOW…

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