Risk
NEVER FORGET THAT MARKETS ARE RISKY
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
OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO
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
DE-RISK YOUR BOND PORTFOLIO
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
DE-RISK YOUR PORTFOLIO
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
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