Global Investing

OWN SOME U.S. TREASURIES

March 29, 2019

OWN SOME U.S. TREASURIES

  • Safe haven asset class in recession eras
  • U.S. rates higher than other developed markets
  • Longer maturity = more dramatic price moves
  • Every 1% decline in yield:
  • – 2-yr Treasury note value + 1.9%
  • – 10-yr Treasury note value + 8.6%
  • – 30-yr Treasury bond value +19.1%

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

February 16, 2019

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

CASH COUNTS

  • Best performing asset class 2018
  • 3 month T bills +1.9%
  • Cash can provide a positive return
  • Competitive rates available

RAISE YOUR OWN RATES

  • Higher rates available than savings accounts at commercial banks and most brokerage firm cash accounts

YIELD BOOSTERS

  • Savings accounts at online banks offer +2% yields, Federally insured up to $250,000
  • Short term U.S. Treasury yields are +2%<

Watch the related WEALTHTRACK episode.

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

February 8, 2019

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

MISSING OUT

  • If out of U.S. stock market for 25 best days between 1970 and 2015 returns reduced from +1,910% to +371%
  • If out of UK stock market for just 2 quarters since 1900 cumulative real returns reduced by + 50%
  • If out of U.S. market for just 2 quarters since 1900 returns reduced by + 66%

Watch the related WEALTHTRACK episode.

KEEP SOME BONDS IN YOUR PORTFOLIO

December 14, 2018

KEEP SOME BONDS IN YOUR PORTFOLIO

Watch the related WEALTHTRACK episode.

HAVE SOME INVESTMENT EXPOSURE IN CHINA

October 26, 2018

HAVE SOME INVESTMENT EXPOSURE IN CHINA

Morningstar Analyst Favorites:

  • Matthews China (MCHFX)
  • Matthews China Dividend (MCDFX)
  • SPDR S&P China ETF (GXC)

Watch the related WEALTHTRACK episode.

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