CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO COMMODITIES ARE: Currently unpopular Cheap “Only asset class to make money in an inflation shock” Credit Suisse Commodity Return Strategy (CRSOX): “…Morningstar’s sole actively managed medalist fund in the commodities broad-basket category…” CRSOX data by YCharts Greenhaven Continuous Commodity ETF (GCC) “…it equally weights various […]
Asset Allocation
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS Record low interest rates Bond portfolios are expensive Yields are extraordinarily low Watch the related WEALTHTRACK episode.
CONSIDER ADDING A LITTLE ENERGY TO YOUR PORTFOLIO
Morningstar Energy Favorite Vanguard Energy ETF (VDE) VDE data by YCharts Watch the related WEALTHTRACK episode.
IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN
POSITIVE TRENDS FOR U.S. TREASURIES Global interest rates are staying lower longer than most forecasters predicted Other major economies are slowing Other central banks are easing Global geopolitical tensions are rising U.S. Treasuries are investors’ choice for safety and liquidity Watch the related WEALTHTRACK episode.
IGNORE THE CROWD
Look at Out of Favor Funds Fairholme Fund a Prime Example First Morningstar Stock Fund Manager of the Decade Winner Morningstar Silver Medalist in Large Value Category Now Rated Only 2 Stars Out of Possible 5 by Morningstar Watch the related WEALTHTRACK episode.
BE VERY CAREFUL WHEN CONSIDERING ALTERNATIVE INVESTMENTS
Many new and inexperienced players Many strategies are untested in different market cycles High fees compared to traditional mutual funds Experience counts Go with managements with proven track records over many years and market cycles Watch the related WEALTHTRACK episode.