CONSIDER AN EQUALLY WEIGHTED INDEX ETF Equal dollar weight to all stocks in S&P 500 Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks Watch the related WEALTHTRACK episode.
ACTION POINT
IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET
IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET In less transparent, smaller, less liquid markets active managers can still make a difference A combination of index funds & actively managed funds in areas such as corporate & municipal bonds, small cap stocks, & internationally based […]
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO PREFERRED STOCKS: A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure Junior to bonds, but senior to common stocks in claims on assets Currently yield more than investment grade bond equivalents Bond interest is taxed at regular personal income tax rate […]
TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES
TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES Watch the related WEALTHTRACK episode.
DON’T TRY TO TIME THE MARKET
DON’T TRY TO TIME THE MARKET Individual Investors’ Advantage over Professional Investors Don’t have to worry about quarterly performance or beating a benchmark For professional investors timing can be everything and getting it wrong can be devastating Watch the related WEALTHTRACK episode.
UNDERSTAND YOUR RISK TOLERANCE
UNDERSTAND YOUR RISK TOLERANCE Watch the related WEALTHTRACK episode.