Funds

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

April 28, 2017

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

  • Large-cap stocks dominate U.S. stock index funds
  • Mid-cap & small-cap stocks are under-owned
  • Few of us own mid or small-cap foreign companies, or emerging market stocks

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

April 14, 2017

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

  • Low cost, tax efficient, transparent
  • Represent every asset class:Stocks, bonds, commodities alternatives.

“From micro to mega caps, from Argentina to Vietnam, from Treasuries to junk bonds and from aluminum to wheat…”
– Matt Hougan

Watch the related WEALTHTRACK episode.

CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER

April 7, 2017

CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER

  • Most investors moving into passive index funds
  • Contrarian move would be to own a few actively managed funds
  • Add low turnover as a criteria

Watch the related WEALTHTRACK episode.

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

December 9, 2016

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

  • Periodically adjust back to pre-determined allocations
  • Trim big winners
  • Add to substantial laggards

Watch the related WEALTHTRACK episode.

IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET

October 28, 2016

IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET

  • In less transparent, smaller, less liquid markets active managers can still make a difference
  • A combination of index funds & actively managed funds in areas such as corporate & municipal bonds, small cap stocks, & internationally based companies still makes sense

Watch the related WEALTHTRACK episode.

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