ACTION POINT
HAVE SOME INVESTMENT EXPOSURE IN CHINA
HAVE SOME INVESTMENT EXPOSURE IN CHINA
Morningstar Analyst Favorites:
- Matthews China (MCHFX)
- Matthews China Dividend (MCDFX)
- SPDR S&P China ETF (GXC)
CASE FOR GOLD
CASE FOR GOLD
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– Unloved
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– Underperformed other assets
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– Relatively cheap
Off 35% from 2011 high of $1900/ounce
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– Inflation hedge as inflation rises
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– Non-correlated to the stock market
GOLD ETFs
STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET
STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
BUILDING INFLATION PRESSURES:
- Growing economy
- Higher interest rates
- Tight labor force
- Increasing debt
- Punitive trade policies
PURCHASING POWER PROTECTION
- Investments that keep up with inflation
- Companies with a history of rising dividends
- Dividend Aristocrats are S&P 500 companies with history or raising dividends for 25 consecutive years or more
INCREASING ANNUAL DIVIDENDS
- 25 YEARS OR MORE: PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)
- 20 YEARS OR MORE:SPDR S&P Dividend ETF (SDY) (Chosen from S&P 1500)
REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS
REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS
- International markets have lagged the U.S.
- International stocks are getting cheaper:
- • Pressure from rising U.S. interest rates
- • Strengthening dollar
- • Escalating trade tensions
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