Wintergreen Fund (WGRNX) First Eagle Global Fund (SGENX) Watch this Episode
ACTION POINT
CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND
Morningstar recommends: Vanguard REIT Index ETF (VNQ) VNQ data by YCharts Morningstar also recommends holding REITs in a tax deferred account, such as a 401k, because their dividends are taxed as regular income. Watch This Episode
CONSIDER OWNING SOME SCARCE RESOURCES IN YOUR PORTFOLIO
SPDR Gold Shares (GLD) GLD data by YCharts Global Timber & Forestry Index (WOOD) WOOD data by YCharts Watch this Episode
BALANCE YOUR ASSET MIX ACCORDING TO YOUR AGE
Follow the advice of PIMCO’s Bill Gross: “Own more stocks if you are young, but more bonds if you are in your 60’s or older.” Watch this Episode
CONSIDER HIGH QUALITY EUROPEAN STOCKS
Morningstar recommends: Mutual European Z (MEURX) Find the latest stats here. Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record Watch this Episode
MINIMIZE INVESTMENT FEES
Seek passive management Look at ETFs and index funds Watch this Episode
