Global Investing

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

February 15, 2020

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

February 7, 2020

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

January 17, 2020

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

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.

Back to Top