Risk

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

August 3, 2018

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

  • Review your portfolio
  • Faster growing but lesser quality stocks are usually more vulnerable in a market correction
  • Bond issues graded less than investment grade can be as volatile as stocks
  • De-risking can hurt performance in bull markets but can cushion losses in bear markets

Watch the related WEALTHTRACK episode.

OWN SOME GOLD BULLION

April 27, 2018

FOLLOW THE ADVICE OF THIS WEEK’S GUESTS AND OWN SOME GOLD BULLION

  • Gold is not an investment
  • It is an insurance policy against disaster
  • You can own it in various forms
  • The actual metal in small bars or coins
  • ETFs: least expensive and most liquid form
  • GLD – SPDR® Gold Shares
  • – Expense ratio = 40 basis points / .40%
  • IAU – iShares Gold Trust
  • – Expense ratio = 25 basis points / .25%

Watch the related WEALTHTRACK episode.

PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES

April 13, 2018

PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES

  • Extremely speculative
  • In its infancy
  • Constantly evolving
  • Not regulated
  • Highly susceptible to booms and busts typical of every new technology

Watch the related WEALTHTRACK episode.

START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO

March 30, 2018

START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO

GIROUX’S DEFENSIVE ADDITIONS

    • To equity positions:

    • Utilities
    • Other less economically sensitive stocks

To fixed income positions:

  • Longer term Treasury bonds

Watch the related WEALTHTRACK episode.

IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS…

January 19, 2018

IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS ONLY INVEST WHAT YOU DON’T MIND LOSING ENTIRELY

Watch the related WEALTHTRACK episode.

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