Global Investing
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE
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 Gold and Silver Medalist China Region Funds
- Matthews China Investor MCHFX – Gold
- Matthews China Dividend Investor MCDFX – Silver
- Matthews China Small Companies MCSMX – Silver
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
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
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW
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
DON’T CHASE PERFORMANCE
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)
STICK WITH PUBLICLY TRADED SECURITIES
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
Connect
Connect with us on the following social media platforms.