INVEST IN GROWING DIVIDEND STREAMS Dreifus recommends: SPDR S&P Dividend ETF (SDY) – Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more SDY data by YCharts Vanguard Dividend Appreciation Index ETF (VIG) – Chooses U.S. firms that have raised dividends 10 consecutive years or more VIG data by YCharts […]
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WHAT TO LOOK FOR FROM YOUR INVESTMENT PROFESSIONALS
Look for Consistency, Discipline, Ceaseless Effort and Honesty from your investment professionals. [bliptv id=”iIdDg5qKHgA”]
AVOID THE UNDERPERFORMANCE TRAP
AVOID THE UNDERPERFORMANCE TRAP Investors chase performance: buy when funds are hot and sell when they cool off How to avoid the underperformance trap? Invest with a fund manager who suits your investment style. Don’t chase performance Buy incrementally
MAKE SURE YOU HAVE SOME “BORING” INVESTMENTS IN YOUR PORTFOLIO
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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