ACTION POINT

CLEMENT & JAKAB: WHAT TO READ

July 22, 2016

Jonathan Clement’s How To Think About Money

Spencer Jakab’s Heads I Win, Tails I Win



Watch the related WEALTHTRACK episode.

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS

July 15, 2016

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE
SAFE HAVEN INVESTMENTS

Gold:

  • An insurance policy against disaster and traditionally a behavioral opposite to stocks
  • Morningstar Favorite:
    iShares Gold Trust ETF (IAU)

IAU Chart

IAU data by YCharts

Long Term Treasuries:

  • Non-correlated asset
  • Dampens portfolio volatility
  • A top rated ETF is:
    SPDR Barclays Long Term Treasury ETF (TLO)

TLO Chart

TLO data by YCharts

Watch the related WEALTHTRACK episode.

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

July 9, 2016

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

Jason Zweig, “The Intelligent Investor” Columnist at The Wall Street Journal recently headlined his column: “The More It Hurts, The More You Make.

Watch the related WEALTHTRACK episode.

READ JANE BRYANT QUINN’S LATEST BOOK

July 1, 2016

READ JANE BRYANT QUINN’S LATEST BOOK

How to Make Your Money Last: The Indispensable Retirement Guide

Watch the related WEALTHTRACK episode.

BE AWARE OF THE MARKET RISK IN INDEX FUNDS

June 24, 2016

BE AWARE OF THE MARKET RISK IN INDEX FUNDS

BASIC INDEX FUNDS’ ADVANTAGES

  • Broad, unfiltered & unhedged exposure to market
  • Low fees and tax consequences

BASIC INDEX FUNDS’ DISADVANTAGES:

  • Exposure to all companies in index: good & bad, expensive and cheap, profitable & unprofitable

Watch the related WEALTHTRACK episode.

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