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.
Global Investing
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.
CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION
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.
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.