Global Investing

THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO

October 26, 2019

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 GAS COMPANIES
    • HAVE FINANCIAL HEFT TO GROW THROUGH ACQUISITIONS AND INVESTMENT

BIGGEST COMPANIES INCLUDE:

  • – EXXON MOBIL
  • – CHEVRON
  • – ROYAL DUTCH SHELL
  • – CONOCOPHILLIPS

Watch the related WEALTHTRACK episode.

FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE

October 18, 2019
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
CHINA INVESTMENT CHOICES:

  • INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE
  • INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA

EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA:

  • MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA
  • MSCI ALL COUNTRY WORLD INDEX EX U.S.= 8.3% CHINA
    (Chinese tech companies like Tencent & Alibaba among top 5 holdings)
  • MSCI EMERGING MARKETS INDEX = 33% CHINA

INVEST IN CHINA SPECIFIC INDEX OR ACTIVELY MANAGED CHINA FUND

    MORNINGSTAR TOP RATED ANALYST MEDALISTS:

  • * MATTHEWS CHINA FUNDS
  • * COLUMBIA GREATER CHINA FUND
  • * INVESCO GREATER CHINA FUND

Watch the related WEALTHTRACK episode.

OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES

September 21, 2019
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
THE CASE FOR GOLD

  • Protected investors during every bear market but one over the last 50 years
  • Anytime markets were in a bear market, gold prices were rising
  • World economies are slowing
  • Central banks are stimulating
  • Corporate and government debt at record levels

Watch the related WEALTHTRACK episode.

MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

May 24, 2019

MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

All Investors Tend to Have a Home Country Bias

U.S. Has Been the Place to Invest for the Last Decade

Its Late in the Economic and Market Cycle for U.S.

Early in Cycle for Some Countries, Particularly in the Emerging Markets

Some Countries Experiencing Economic Turnarounds and Political Reform

A MORNINGSTAR FAVORITE:

    ARTISAN DEVELOPING WORLD FUND (ARTYX)

  • Morningstar 5-Star & Bronze Medalist ratings
  • Run by Lewis Kaufman
  • Experienced emerging markets manager
  • Launched it in 2015
  • Focuses on 40-50 high-quality companies
  • Based in emerging markets themselves, including frontier markets or developed market companies
  • Large exposure to emerging markets

Watch the related WEALTHTRACK episode.

LATIN AMERICA ECONOMIC EXTREMES

May 10, 2019

CONSIDER PUTTING A SMALL AMOUNT OF YOUR EMERGING MARKETS ALLOCATION INTO AN ESTABLISHED LATIN AMERICAN FUND.
LATIN AMERICA ECONOMIC EXTREMES

    FAILURES:
    Venezuela’s economic collapse

    SUCCESSES:

  • Open market economies:
  • – Chile
  • – Colombia
  • – Peru
  • POTENTIAL TURNAROUND

      Brazil- attempting serious pension reform

    ESTABLISHED LATIN AMERICAN STOCK FUND

      T. Rowe Price Latin American fund (PRLAX)

    • – Bronze Medalist
    • – 4-Star Rating
    • – Experienced team
    • -“Sound and distinctive growth discipline”

Watch the related WEALTHTRACK episode.

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