ACTION POINT
THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO
THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO
- Look at most beaten-up markets, industries and stocks
- Find highest quality companies or funds in them
- Battered areas to consider nibbling in:
- Commodities: metals and mining
- Emerging markets such as China
- High-yield bonds: especially energy firms
USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE
USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE
- REVIEW MOST NERVE RACKING POSITIONS
- DECIDE TO TRIM OR SELL?
- CONSIDER MAKING IRA CONTRIBUTIONS NOW WHILE ASSETS ARE CHEAPER
- CONSIDER A SMALL STAKE IN A HIGH QUALITY, HIGH-YIELD BOND FUND
CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION
CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION
- BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception)
- Equity-like returns: Upside Capture: 70%
- Less than market risk: Downside Capture: 43%
Connect
Connect with us on the following social media platforms.