THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES MOVE OIL & GAS FROM WELLS TO END USERS PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE GENERATE HIGH LEVELS OF CASH FLOW PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS PETRIE’S SUGGESTED ENERGY FOCUS: MEGA OIL AND […]
ACTION POINT
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE CHINA INVESTMENT CHOICES: INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA: MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA […]
OWN SOME DIVIDEND GROWTH COMPANIES
OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating by Morningstar […]
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS. U.S. growth stocks, mega-caps, in particular, have dominated markets and portfolios for years Their powerful performance means they have outsized positions in indexes and portfolios Out of favor groups like small caps, cyclical stocks, value, and emerging markets have been beaten down and in many cases are […]
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES THE CASE FOR GOLD Protected investors during every bear market but one over the last 50 years Anytime markets were in a bear market, gold prices were rising World economies are slowing Central banks are stimulating Corporate and government debt at record levels […]
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES: Market Neutral Funds – Vanguard Market Neutral fund, Morningstar Silver Medalist Cash & Cash Equivalents including U.S. Treasury Bills Gold Non-Correlated to Stock Market Provide Protection when markets get hit Watch the related WEALTHTRACK episode.
