CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception) Equity-like returns: Upside Capture: 70% Less than market risk: Downside Capture: 43% Watch the related WEALTHTRACK episode.
Global Investing
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER TOP-RANKED CHINA FUNDS MATTHEWS CHINA FUND Inception 1998 MATTHEWS CHINA DIVIDEND FUND Inception 2009 MATTHEWS CHINA SMALL COMPANIES FUND Inception 2011 Source: Morningstar Watch the related WEALTHTRACK episode.
TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY
TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY Facebook has 1.4 billion monthly active users, equal to China’s population Number of internet users increased tenfold since 1999 to 3 billion plus Internet could create $7 trillion industry by 2020 Watch the related WEALTHTRACK episode.
INVEST SOME MONEY IN EMERGING MARKET STOCKS
INVEST SOME MONEY IN EMERGING MARKET STOCKS Most dynamic long-term growth Belong in long time horizon, growth part of portfolios Watch the related WEALTHTRACK episode.
CONSIDER INVESTING IN INDIA
CONSIDER INVESTING IN INDIA Business friendly leadership under Prime Minister Narendra Modi Most dynamic of the BRICs World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class Watch the related WEALTHTRACK episode.
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS SOME QUALITIES JUDGED: Ease of starting a business Obtaining credit & construction permits Getting electricity Registering property Taxes Investor protections Contract enforcement U.S. RANKED NUMBER 4, CHINA RANKED NUMBER 96 Watch the related WEALTHTRACK episode.
