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% U.S. Small […]
Global Investing
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.
CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND
CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND Regional diversification: many do business within their home countries A history of outperforming large-cap competitors Not widely followed, giving active managers a better shot at outperformance Watch the related WEALTHTRACK episode.
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS Actively Managed: Rowe Price Emerging Markets Stock Fund (PRMSX) Passively managed: Vanguard Emerging Markets Stock Index Fund (VEIEX) Vanguard FTSE Emerging Markets ETF (VWO) Watch the related WEALTHTRACK episode.
THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS
THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS Jason Zweig, “The Intelligent Investor” Columnist at The Wall Street Journal recently headlined his column: “The More It Hurts, The More You Make.” Watch the related WEALTHTRACK episode.
CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO
SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS American Funds New World (NEWFX) NEWFX data by YCharts Harding Loevner Emerging Markets (HLEMX) HLEMX data by YCharts Vanguard Emerging Markets Stock (VEIEX) VEIEX data by YCharts Watch the related WEALTHTRACK episode.
