ACTION POINT

MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO

May 3, 2019

MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO

  • Ward’s Choices: Counter-cyclical stocks like utilities and cell tower companies
  • Individual Investors’ Choices: Defensive non-stock assets like cash, Treasury bonds, gold …

Watch the related WEALTHTRACK episode.

HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY

April 27, 2019

HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY

    Contractions are caused by:

  • Excesses in important sectors of the economy
  • Overheating and “irrational exuberance”
  • Prices and inflation spike
  • Federal Reserve tightens monetary policy

Watch the related WEALTHTRACK episode.

READ: “SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…”

April 19, 2019
Check out:
Social Value Investing: A Management Framework for Effective Partnerships
By Howard Warren Buffett and William Eimicke

  • Public, private, philanthropic partnerships can work
  • Neither sector can solve global challenges by themselves
  • Working together can be more effective in addressing big issues such as inequality, climate change, affordable house, healthcare & food insecurity
  • Buffett & Eimicke show examples of effective & ineffective ways to partner

Watch the related WEALTHTRACK episode.

READ OR REREAD BUFFETT

April 12, 2019

Read or reread Buffett: The Making of an American Capitalist

  • fascinating & detailed portrait
  • experiences that shaped him
  • obsession with making money
  • evolution of investment approach from Benjamin Graham classes

Watch the related WEALTHTRACK episode.

INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING

April 5, 2019

INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING

  • Short-term oriented world
  • Investors under pressure to fire underperforming funds and hire outperforming funds
  • Most investment managers and firms don’t have patience, ability or desire to stick with long-term strategy

Watch the related WEALTHTRACK episode.

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