DIVERSIFY YOUR RETIREMENT PORTFOLIO International Developed Country stocks Emerging Market stocks Small, Midcap & Large U.S. stocks Outperformed U.S.-centric, large cap S&P 500 index Watch the related WEALTHTRACK episode.
ACTION POINT
HOLD A FAIR AMOUNT OF CASH
HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS “PATIENT CAPITAL” OUTPERFORMS High “Active Share” Portfolios + Trade Infrequently = 2%+ average annual outperformance Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek Watch the related WEALTHTRACK episode.
CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA
CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA Watch the related WEALTHTRACK episode.
ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST
ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST Watch the related WEALTHTRACK episode.
ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO
ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO INVESTING IN TIPS TreasuryDirect.gov Morningstar recommends: Schwab US TIPS ETF (SCHP) Vanguard Short-Term Inflation-Protected Securities Index (VTIP) Vanguard Inflation-Protected Securities Fund (VIPSX) Watch the related WEALTHTRACK episode.
