ACTION POINT

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

May 18, 2018

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

  • Offer a reliable income stream
  • Companies tend to have sustainable competitive advantages
  • Compelling total return
  • Compounding potential

Mbningstar favorites:

  • T.ROWE PRICE DIVIDEND GROWTH (PRDGX)
  • HARTFORD DIVIDEND AND GROWTH FUND (IHGIX)
  • VANGUARD DIVIDEND APPRECIATION (VDAIX) (VIG)

Watch the related WEALTHTRACK episode.

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

  • Big & diverse universe
  • Operate in countries representing 75% of world GDP
  • Under-owned asset class
  • Multi-year period of underperforming its historical average
  • Much less expensive than American counterparts
  • Track record of beating Small Cap U.S. stocks with less volatility
  • Source of income
  • 83% pay dividends vs. 43% U.S. Small Caps pay dividends

Watch the related WEALTHTRACK episode.

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

May 4, 2018

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

  • Best strategists and money managers are not afraid to take contrarian positions
  • Sometimes really stick their necks out if research shows the market is wrong
  • Work for firm that encourages independent thinking and expects challenges to conventional wisdom

Watch the related WEALTHTRACK episode.

OWN SOME GOLD BULLION

April 27, 2018

FOLLOW THE ADVICE OF THIS WEEK’S GUESTS AND OWN SOME GOLD BULLION

  • Gold is not an investment
  • It is an insurance policy against disaster
  • You can own it in various forms
  • The actual metal in small bars or coins
  • ETFs: least expensive and most liquid form
  • GLD – SPDR® Gold Shares
  • – Expense ratio = 40 basis points / .40%
  • IAU – iShares Gold Trust
  • – Expense ratio = 25 basis points / .25%

Watch the related WEALTHTRACK episode.

CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH

April 20, 2018

CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH

  • Figure out investment approach you can stick with through good markets and bad
  • Choose managers who will stay with that approach consistently
  • Find passive strategies that will enable you to stay invested at comfortable levels

Watch the related WEALTHTRACK episode.

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