ACTION POINT

Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs

September 12, 2014

Watch the related WEALTHTRACK episode.

EXTEND YOUR HOLDING PERIODS FOR STOCKS AND MUTUAL FUNDS

September 5, 2014

Extend Your Holding Periods For Stocks And Mutual Funds

Watch the related WEALTHTRACK episode.

RAISE SOME CASH AND HOLD IT

August 29, 2014

Watch the related WEALTHTRACK episode.

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.

 

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