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 […]
Global Investing
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.
CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS
CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS Big & diverse universe Operate in countries representing 75% of world GDP Under-owned asset class Multi-year period of underperforming its historical average Much less expensive than American counterparts Track record of beating Small Cap U.S. stocks with less volatility Source of income 83% pay dividends vs. 43% […]
SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS
SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS Best strategists and money managers are not afraid to take contrarian positions Sometimes really stick their necks out if research shows the market is wrong Work for firm that encourages independent thinking and expects challenges to conventional wisdom Watch the related WEALTHTRACK episode.