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.
Global Investing
TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH
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 […]
NO MATTER HOW TEMPTING, AVOID MARKET TIMING
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 […]
KEEP SOME BONDS IN YOUR PORTFOLIO
KEEP SOME BONDS IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
HAVE SOME INVESTMENT EXPOSURE IN CHINA
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.
REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS
REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS International markets have lagged the U.S. International stocks are getting cheaper: • Pressure from rising U.S. interest rates • Strengthening dollar • Escalating trade tensions Watch the related WEALTHTRACK episode.
