Global Investing

CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND Combined Chinese Stock Markets Second Largest in World China’s A-share market: Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges Gradually opening up to foreign investors More A-shares being included in major indexes including MSCI Emerging Markets indexes Morningstar’s […]

CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS TIME TO TAKE SOME PROFITS REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS INTERNATIONAL VALUE QUALIFIES Watch the related WEALTHTRACK episode.

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals Appreciation Vs. Fundamentals (2019 Performance) S&P 500 +29% capital appreciation S&P 500 +2% earnings per share Watch the related WEALTHTRACK episode.

DON’T CHASE PERFORMANCE Studies show: Individual investors underperform funds they invest in They buy into funds after periods of exceptional performance (buy high) They sell funds after periods of underperformance (sell low) Watch the related WEALTHTRACK episode.

STICK WITH PUBLICLY TRADED SECURITIES Signs of Private Equity Trouble An explosion in the number of private equity firms: 106% increase in PE-backed companies in the decade ending 2017 Net asset value of PE holdings up sevenfold since 2002 Watch the related WEALTHTRACK episode.

THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES MOVE OIL & GAS FROM WELLS TO END USERS PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE GENERATE HIGH LEVELS OF CASH FLOW PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS PETRIE’S SUGGESTED ENERGY FOCUS: MEGA OIL AND […]