ACTION POINT

HAVE SOME INVESTMENT EXPOSURE IN CHINA

October 26, 2018

HAVE SOME INVESTMENT EXPOSURE IN CHINA

Morningstar Analyst Favorites:

  • Matthews China (MCHFX)
  • Matthews China Dividend (MCDFX)
  • SPDR S&P China ETF (GXC)

Watch the related WEALTHTRACK episode.

CASE FOR GOLD

October 19, 2018

CASE FOR GOLD

      – Unloved
      – Underperformed other assets
      – Relatively cheap
      Off 35% from 2011 high of $1900/ounce
      – Inflation hedge as inflation rises
      – Non-correlated to the stock market

GOLD ETFs

  • iShares Gold Trust (IAU)
  • SPDR Gold Shares (GLD)
  • Watch the related WEALTHTRACK episode.

    STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET

    October 12, 2018

    STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET

    Watch the related WEALTHTRACK episode.

    PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO

    October 5, 2018

    PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO

    BUILDING INFLATION PRESSURES:

    • Growing economy
    • Higher interest rates
    • Tight labor force
    • Increasing debt
    • Punitive trade policies

    PURCHASING POWER PROTECTION

    • Investments that keep up with inflation
    • Companies with a history of rising dividends
    • Dividend Aristocrats are S&P 500 companies with history or raising dividends for 25 consecutive years or more

    INCREASING ANNUAL DIVIDENDS

    • 25 YEARS OR MORE: PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)
    • 20 YEARS OR MORE:SPDR S&P Dividend ETF (SDY) (Chosen from S&P 1500)

    Watch the related WEALTHTRACK episode.

    REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS

    September 28, 2018

    REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS

    • International markets have lagged the U.S.
    • International stocks are getting cheaper:
    • • Pressure from rising U.S. interest rates
    • • Strengthening dollar
    • • Escalating trade tensions

    Watch the related WEALTHTRACK episode.

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