DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT LONG-TERM CRITERIA Risk-Adjusted Returns Does the fund cushion you during market declines? Inflation-Adjusted Returns – Does it protect your purchasing power? Consistency of Investment Style & Discipline Diversification of Holdings Attention to Costs Watch the related WEALTHTRACK episode.
Investing Principles
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS Automatic deposits to savings or tax-deferred accounts Setting up a robo-account to automatically invest and rebalance your portfolio Buying a Target Date Fund to prepare for your retirement Automatic Dividend Reinvestment Plans Watch the related WEALTHTRACK episode.
USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS
USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS NO INTEREST IN INVESTING: Choose index funds Diversify globally & by asset class Include safe haven investments e.g. Treasury bonds & Gold COMFORT LEVEL COMBINATION: Core position in broad global stock index fund or ETF Satellite positions in actively managed mutual funds Possible Specialties: Small […]
THINK LIKE A VALUE INVESTOR
THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY Watch the related WEALTHTRACK episode.
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH Do they act as fiduciaries, putting clients’ interests first? Do they have a clearly stated mission and investment objectives? Are they committed to disciplined investing for the long term, built to last? Are they cost conscious? Are they honest about mistakes and […]