ACTION POINT

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

August 1, 2014

GROWING DIVIDEND ETFS OWNED PERSONALLY BY GREAT INVESTOR CHARLIE DREIFUS OF THE ROYCE FUNDS

SPDR S&P DIVIDEND ETF (SDY)
Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more
SDY Chart

SDY data by YCharts

Vanguard Dividend Appreciation index ETF (VIG)
Chooses U.S. firms that have raised dividends 10 consecutive years or more
VIG Chart

VIG data by YCharts

Watch the related WEALTHTRACK episode.

LESS WORK AND MORE PLAY, SOME BOOKS TO READ ON YOUR SUMMER VACATION.

July 25, 2014
  • Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed
  • Business Adventures by John Brooks

Watch the related WEALTHTRACK episode.

 

TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS

July 18, 2014
  • Sell a percentage of funds or stocks that have delivered biggest gains
  • Reinvest in lagging sectors or funds, or keep in cash

Watch the related WEALTHTRACK episode.

OWN SOMETHING YOU ARE UNCOMFORTABLE WITH, WITHIN REASON!

July 11, 2014

LEUTHOLD RECOMMENDS SPDR GOLD SHARES (GLD)

GLD Chart

GLD data by YCharts

Watch the related WEALTHTRACK episode.

IGNORE THE CROWD AND OWN SOME U.S. TREASURY BILLS, NOTES OR BONDS FOR THEIR LIQUIDITY AND SECURITY. . .

July 4, 2014
  • Multiple geopolitical hot spots shaking investor confidence
  • Economic challenges around the world
  • U.S. Stock market near record highs
  • U.S. Treasuries: Investment of choice in times of uncertainty & trouble
  • Treasuries provide insurance & stability

Watch the related WEALTHTRACK episode.

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