Investing Principles

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

February 16, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

Buy a series of bonds that mature at different times
TREASURY BOND LADDER

  • Bottom rungs – short-term maturities (1-2 years)
  • Middle rungs – intermediate (5-7 years)
  • Top Rungs – long-term (10-30 years)
  • Diversify interest rates
  • Insulate portfolio from ups & downs
  • Keep up with interest rate changes
  • Get stable income

TO BUY NEW TREASURY ISSUES:
www.treasurydirect.gov
Monthly Auctions
2, 3, 5, 7, 10 & 30 year maturities

  • Minimum investment $100
  • Interest is paid semi-annually
  • Free from state & local taxes

Watch the related WEALTHTRACK episode.

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

February 9, 2018

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

  • Goal is to keep at least 50% of your profits after taxes and fees
  • Apply that criterion to all of your investments: financial, real estate, art….

Stuart Lucas’ 50% Rule investing strategy [.pdf]

Watch the related WEALTHTRACK episode.

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

November 10, 2017

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

Watch the related WEALTHTRACK episode.

DON’T THROW OUT THE BABY WITH THE BATHWATER

November 3, 2017

DON’T THROW OUT THE BABY WITH THE BATHWATER,

IN THIS CASE MORNINGSTAR’S WIDELY USED FIVE- STAR RATING SYSTEM FOR MUTUAL FUNDS.

Watch the related WEALTHTRACK episode.

MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO

September 29, 2017

MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO

  • Gold: A logical choice
  • Universally recognized and traded as safe haven
  • Minerd recommends maximum 5% holding
  • Jean-Marie Eveillard recommends maximum 10%
  • Buying gold is a hassle
  • Alternative is gold ETF
    • SPDR Gold Shares (GLD)
    • iShares Gold Trust (IAU)

Watch the related WEALTHTRACK episode.

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