Global Investing

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

February 23, 2018

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

  • Regional diversification: many do business within their home countries
  • A history of outperforming large-cap competitors
  • Not widely followed, giving active managers a better shot at outperformance

Watch the related WEALTHTRACK episode.

CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS

January 26, 2018

CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS

    Actively Managed:

  • Rowe Price Emerging Markets Stock Fund (PRMSX)

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

July 9, 2016

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

Jason Zweig, “The Intelligent Investor” Columnist at The Wall Street Journal recently headlined his column: “The More It Hurts, The More You Make.

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO

April 8, 2016

SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS

    • American Funds New World (NEWFX)

NEWFX Chart

NEWFX data by YCharts

 

  • Harding Loevner Emerging Markets (HLEMX)

 

HLEMX Chart

HLEMX data by YCharts

 

  • Vanguard Emerging Markets Stock (VEIEX)

 

VEIEX Chart

VEIEX data by YCharts

Watch the related WEALTHTRACK episode.

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

January 15, 2016

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

  • BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception)
  • Equity-like returns: Upside Capture: 70%
  • Less than market risk: Downside Capture: 43%

Watch the related WEALTHTRACK episode.

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