Read The Paper ‘The American Corporation’ Download it here. [.pdf] Watch the related WEALTHTRACK episode.
ACTION POINT
IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN
POSITIVE TRENDS FOR U.S. TREASURIES Global interest rates are staying lower longer than most forecasters predicted Other major economies are slowing Other central banks are easing Global geopolitical tensions are rising U.S. Treasuries are investors’ choice for safety and liquidity Watch the related WEALTHTRACK episode.
INVEST IN DIVIDEND PAYING STOCKS
INVEST IN DIVIDEND PAYING STOCKS DIVIDEND CONTRIBUTION TO TOTAL RETURN OF S&P 500 Percent of Total Return 77.4% in 1970s 27% in 2000s MORNINGSTAR DIVIDEND FUND FAVORITE Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts BIGGEST AND OLDEST UTILITY STOCK ETF Utilities Select Sector SPDR ETF (XLU) XLU data by YCharts Watch the related […]
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS SOME QUALITIES JUDGED: Ease of starting a business Obtaining credit & construction permits Getting electricity Registering property Taxes Investor protections Contract enforcement U.S. RANKED NUMBER 4, CHINA RANKED NUMBER 96 Watch the related WEALTHTRACK episode.
IGNORE THE CROWD
Look at Out of Favor Funds Fairholme Fund a Prime Example First Morningstar Stock Fund Manager of the Decade Winner Morningstar Silver Medalist in Large Value Category Now Rated Only 2 Stars Out of Possible 5 by Morningstar Watch the related WEALTHTRACK episode.
BE VERY CAREFUL WHEN CONSIDERING ALTERNATIVE INVESTMENTS
Many new and inexperienced players Many strategies are untested in different market cycles High fees compared to traditional mutual funds Experience counts Go with managements with proven track records over many years and market cycles Watch the related WEALTHTRACK episode.
