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.
Global Investing
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) Watch the related WEALTHTRACK episode.
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 Watch the related WEALTHTRACK episode.
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO
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 […]
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
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 = […]
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
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 […]