ACTION POINT

ADD SOME PROTECTION TO YOUR PORTFOLIO

October 30, 2015

ADD SOME PROTECTION TO YOUR PORTFOLIO

PORTFOLIO PROTECTION
U.S. Treasurys:

  • Provide liquidity
  • Money back guarantee if held to maturity
  • Hold up in market downturns
  • Non-correlated asset
  • Can buy at auction from government at no cost, from Treasurydirect.gov

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY

October 23, 2015

TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY

  • Facebook has 1.4 billion monthly active users, equal to China’s population
  • Number of internet users increased tenfold since 1999 to 3 billion plus
  • Internet could create $7 trillion industry by 2020

Watch the related WEALTHTRACK episode.

BUILD UP A CASH RESERVE

October 16, 2015

BUILD UP A CASH RESERVE

CASH PROVIDES:

  • Choices
  • Flexibility
  • Security
  • Opportunity

Watch the related WEALTHTRACK episode.

FOCUS ON COMPANIES WITH FINANCIAL STRENGTH

October 9, 2015

FOCUS ON COMPANIES WITH FINANCIAL STRENGTH

  • Entering a period of increased volatility
  • Many companies have taken on large amounts of debt to take advantage of low interest rates
  • IMF warning of rising corporate failures

3 U.S. COMPANIES SEEN AS BETTER CREDITS THAN U.S. TREASURYS

(as of 10/1/15 – Lower 5-year CDS spreads than U.S. Treasurys)

  • Merck
  • Chubb
  • Cambridge Bancorp

Watch the related WEALTHTRACK episode.

THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO

October 2, 2015

THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO

  • Individual investors have flexibility to buy small positions in targeted ETFs
    and mutual funds
  • Energy, emerging markets and gold are unpopular sectors now

Watch the related WEALTHTRACK episode.

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