OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER STRATEGAS ANALYZED GOLD’S CORRELATION TO SEVEN ASSET CLASSES: LARGE CAP, SMALL CAP, INTERNATIONAL EQUITY, EMERGING EQUITY, AGGREGATE BOND, HIGH YIELD, OIL, U.S. DOLLAR HIGHER POSITIVE CORRELATIONS WITH ALL BUT ONE ASSET CLASS OVER LAST YEAR MUCH LOWER CORRELATIONS WITH ALL ASSET CLASSES OVER PREVIOUS TEN YEARS […]
ACTION POINT
ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO
ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO Interest rates at historic lows Federal Reserve intends to keep rates low for the foreseeable future POSSIBLE ALTERNATIVE INCOME SOURCES: Immediate and deferred income annuities Structured notes Dividend-paying stocks Maximizing social security benefits Watch the related WEALTHTRACK episode.
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS TIME TO TAKE SOME PROFITS REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS INTERNATIONAL VALUE QUALIFIES Watch the related WEALTHTRACK episode.
DON’T FIGHT THE FED!
DON’T FIGHT THE FED! OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING! Watch the related WEALTHTRACK episode.
READ “COMMON SENSE”
READ Common Sense: The Investor’s Guide to Equality, Opportunity, and Growth “I recommend this book to anyone who cares about these things. It’s not just for investors.” Howard Marks, Co-Founder of Oaktree Capital Management Watch the related WEALTHTRACK episode.
DON’T TRY TO TIME THE MARKET!
DON’T TRY TO TIME THE MARKET! S&P 500 Compound Annual Growth Rate (Jan 1, 1995 – May 31, 2020) 7.8% if fully invested 5.9% if you miss 5 best 2.4% if you miss the 20 best trading days 0.6% if you miss the 30 best trading days -1% if you miss the 40 […]