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.
Asset Allocation
CONSIDER OWNING A SMALL POSITION IN GOLD
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 data by YCharts WATCH NOW…
DIVERSIFY YOUR INCOME SOURCES
DIVERSIFY YOUR INCOME SOURCES FRIDSON: Diversifying With Dividend Growing Stocks and Preferred Securities RYON: Diversifying Within Municipal Bond Portfolios and Through Laddering Their Maturities Watch the related WEALTHTRACK episode.
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY U.S. Stocks have led bull market Take some profits Reallocate to international stock markets True diversification means some “uncomfortable” investments European & emerging market stocks Include foreign small cap stocks Watch the related WEALTHTRACK episode.
DIVERSIFY YOUR RETIREMENT PORTFOLIO
DIVERSIFY YOUR RETIREMENT PORTFOLIO International Developed Country stocks Emerging Market stocks Small, Midcap & Large U.S. stocks Outperformed U.S.-centric, large cap S&P 500 index Watch the related WEALTHTRACK episode.
HOLD A FAIR AMOUNT OF CASH
HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.