ACTION POINT

CONSIDER INVESTING IN “COMPOUNDERS”

October 19, 2012

“COMPOUNDERS”

  • Dominant global businesses
  • Skilled at reinvesting capital
  • Margin of safety

Some “compounders” in the FPA Crescent Fund: AON (AON), WPP (WPPGY), Unilever (UNLYF)

AON Chart

AON data by YCharts

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AVOID THE UNDERPERFORMANCE TRAP!

October 12, 2012

Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM!

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THINK LIKE A CONTRARIAN AND SELECTIVELY INVEST AGAINST THE CROWD

October 5, 2012

Wintergreen Fund (WGRNX)
First Eagle Global Fund (SGENX)

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CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND

September 28, 2012

Morningstar recommends:
Vanguard REIT Index ETF (VNQ)
VNQ Chart

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.

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CONSIDER OWNING SOME SCARCE RESOURCES IN YOUR PORTFOLIO

September 21, 2012

SPDR Gold Shares (GLD)
GLD Chart

GLD data by YCharts

Global Timber & Forestry Index (WOOD)
WOOD Chart

WOOD data by YCharts

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