ACTION POINT

IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN

October 17, 2014
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

October 10, 2014

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 Chart

VIG data by YCharts

BIGGEST AND OLDEST UTILITY STOCK ETF
Utilities Select Sector SPDR ETF (XLU)
XLU Chart

XLU data by YCharts

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS

October 3, 2014

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

September 26, 2014
  • 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

September 19, 2014
  • 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.

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