Investing Principles
IMPROVE DECISION MAKING
”HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS
HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE
SAFE HAVEN INVESTMENTS
Gold:
- An insurance policy against disaster and traditionally a behavioral opposite to stocks
- Morningstar Favorite:
iShares Gold Trust ETF (IAU)
Long Term Treasuries:
- Non-correlated asset
- Dampens portfolio volatility
- A top rated ETF is:
SPDR Barclays Long Term Treasury ETF (TLO)
ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE
ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE
- Avoid trying to time the market
- Stick with your financial game plan
- Stick with investment discipline that works for you financially & emotionally
- Take advantage of “Mr. Market’s” mood swings
- Buy some stocks when cheap & sell some stocks when high
LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY
LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY
- Timing Matters
- Wrong point in cycle: Business and stock will be effected
TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS
TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS
Biggest Financial Wealth Robbers:
- Losses
- Inflation
- Taxes
- Expenses
Wealth Builders:
- Own Stocks – the one asset class that has historically beaten inflation
- Own companies with track records of dividend increases
- Review fees: Are you getting your money’s worth from financial advisors and money managers?
- Pay attention to tax consequences
- Maximize contributions to tax-deferred accounts
- Put highest taxed investments in tax deferred accounts
- Consider municipal bonds
- Avoid high-turnover funds
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