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ACTION POINT
BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO
CONSIDER REBALANCING YOUR PORTFOLIO – Trim overvalued winners – Add to undervalued laggards Stock Portfolio Potential trims: U.S. stocks, especially small cap stocks Potential adds: Emerging market stocks Bond Portfolio Potential trims: High yield bond winners Potential adds: Short term Treasury notes and T-bills High quality emerging market government and corporate bonds
GRANT & SYLLA: PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING
PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING – Fed is more forthcoming and transparent – Fed is world’s most powerful financial institution – Fed influences economy and moves markets
START TAKING SOME MONEY OFF THE MARKET TABLE
START TAKING SOME MONEY OFF THE MARKET TABLE Several WealthTrack Great Investors, like Don Yacktman and Steven Romick, are holding cash. – They see few undervalued investments – They own very high quality securities
START TAKING SOME MONEY OFF THE MARKET TABLE
START TAKING SOME MONEY OFF THE MARKET TABLE Several WEALTHTRACK Great Investors, like Don Yacktman and Steven Romick, are holding cash. – They see few undervalued investments – They own very high quality securities
PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT
PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT THE TARGET-DATE FUND APPROACH: > Rebalance between stocks and bonds > Buy when prices drop > Sell when prices rise Takes the emotion out of investing
