Risk

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.

NEVER FORGET THAT MARKETS ARE RISKY

October 20, 2017

NEVER FORGET THAT MARKETS ARE RISKY

  • Bucket of liquid, short-term assets:
  • – Cash in savings account
  • – Cash equivalents such as short-term Treasury bills
  • Savings bucket will see you through bear markets without depleting principal retirement account

Watch the related WEALTHTRACK episode.

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

October 13, 2017

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

TIPS – Treasury Inflation-Protected Securities

    Kiplinger’s suggest:

  • Vanguard Short-Term
  • Inflation-Protected Securities ETF (VTIP)
  • – One of cheapest fund in category
  • – Focuses on TIPS maturing in less than 5 years

VTIP Chart

VTIP data by YCharts

Watch the related WEALTHTRACK episode.

DE-RISK YOUR BOND PORTFOLIO

February 24, 2017

DE-RISK YOUR BOND PORTFOLIO

2016 High Performers:

  • U.S. High Yield Bonds +17.1%
  • Emerging Market Debt+10.2%
  • Economy improving
  • Fed prepared to raise rates again
  • Political uncertainty building

Watch the related WEALTHTRACK episode.

DE-RISK YOUR PORTFOLIO

February 10, 2017

DE-RISK YOUR PORTFOLIO

  • 8 years into a Bull market
  • Many indexes trading near record levels
  • Time to take some money out of the market

Watch the related WEALTHTRACK episode.

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