Global Investing

REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS

September 28, 2018

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

May 11, 2018

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 Caps pay dividends

Watch the related WEALTHTRACK episode.

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

May 4, 2018

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

February 23, 2018

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

January 26, 2018

CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS

    Actively Managed:

  • Rowe Price Emerging Markets Stock Fund (PRMSX)

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