CASE FOR GOLD – Unloved – Underperformed other assets – Relatively cheap Off 35% from 2011 high of $1900/ounce – Inflation hedge as inflation rises – Non-correlated to the stock market GOLD ETFs iShares Gold Trust (IAU) SPDR Gold Shares (GLD) Watch the related WEALTHTRACK episode.
ACTION POINT
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 Watch the related WEALTHTRACK episode.
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 […]
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 Watch the related WEALTHTRACK episode.
MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING
MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING Figure out your investment goals and match your goals with time horizons Can your investments deliver on your goals? Can you stick with your investments in down periods? Periodically review your goals and likelihood of your investments meeting them Watch the related WEALTHTRACK episode.
IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS
IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS EARNINGS MATTER INTEREST RATES INFLATION Watch the related WEALTHTRACK episode.