Guests

3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER

October 15, 2021

The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was changing his focus. As he told fellow “Fools” as the global online investing community members jokingly refer to themselves: 

“….where you place your focus in life matters, and now I am choosing to shift my focus from the stock market and invest time in other endeavors. After nearly 30 years focused on publicly picking stocks, this wasn’t a decision I took lightly.”

It wasn’t a decision The Motley Fool team, members, followers, and at least one member of the financial press, namely me, took lightly either, which is why I wanted to talk to David.  

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SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS

October 8, 2021

The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention.  

WEALTHTRACK Episode #1815 broadcast on October 08, 2021

Listen to the audio-only version here:

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CHUCK ROYCE


ACTION POINT

Find a top-quality small-cap value fund:

  • Some Morningstar favorite small-cap value funds:
  • Silver rated Boston Partners Small Cap Value II Inv (BPSCX)
  • Gold rated Vanguard Small-Cap Value ETF (VBR)

ONE INVESTMENT

SUPERB TRACK RECORD

Buy Quaker Chemical Corporation (KWR)

  • Price: $233.19 on 10/6/21
  • 52-week range: $185.05 – $301.99

STOCKS MENTIONED

  • Independent Bank Group, Inc (IBTX)
  • Home BancShares, Inc  (HOMB)
  • Air Lease Corp Cl A  (AL-N)

ARCHIVE

Chuck Royce from the WEALTHTRACK Archives:


WEB EXTRA

RESTORATION WITH A PURPOSE

For decades small-cap investment legend Chuck Royce has dedicated prodigious amounts of time and money on historic restoration projects ranging from individual hotels to entire towns. His guiding principle is it has to have a purpose. 

BEYOND EVERGRANDE’S FALL. ITS FAR-REACHING IMPACT WITH INFLUENTIAL JOURNALIST & HISTORIAN, JAMES GRANT

October 1, 2021

It can take a long time for a bubble to burst. 

Four years ago, in 2017, Grant’s Interest Rate Observer, a highly regarded financial newsletter, wrote an article about the now infamous China Evergrande group. Back then, it was anything but a familiar name except in China and among some institutional investors. 

The article was titled “Ever Higher” as Grant published a chart showing the extraordinary rise in China Evergrande’s stock price on the Hong Kong exchange that spring. 

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RICK BOOKSTABER SHARES HIS INSTITUTIONAL LEVEL FINANCIAL RISK MANAGEMENT EXPERTISE WITH INDIVIDUALS

September 25, 2021

Part 2 of 2

Financial risk management has long been available only to institutional investors who pay a fortune to acquire it. Rick Bookstaber who has been a chief risk officer at many leading financial institutions is bringing his approach and knowledge to individual investors through his new consulting firm Fabric and is sharing it with WEALTHTRACK viewers. 

WEALTHTRACK Episode #1813 broadcast on September 24, 2021

Listen to the audio-only version here:

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RICHARD BOOKSTABER

  • Former Chief Risk Officer, University of California’s Pension & Endowment Portfolios,
  • Founder & Chief Risk Officer,
  • Fabric

ACTION POINT


DO A PERIODIC RISK ASSESSMENT OF YOUR FINANCIAL SITUATION

  • Review Your Financial Goals
  • How Well Does Your Portfolio Match Them?
  • How Concentrated Are Your Holdings?
    • (For Example: 10 Stocks, Including Faangs = 25% of S+p 500 Market Cap)
  • How Leveraged Are You?
    • Too Much Debt Can Lead to Forced Selling in a Market Downturn
  • Do You Have Enough Savings to See You Through a Bear Market?

BOOKSHELF


ONE INVESTMENT

UNDERSTAND YOUR PORTFOLIO’S RISKS

Review your holdings on a factor basis

Examples: 

  • Technology vs. Basic materials 
  • U.S. vs. Emerging markets
  • Value vs. Growth
  • High cap vs. Low cap

ARCHIVE

Richard Bookstaber from the WEALTHTRACK Archives:


WEB EXTRA

STRATEGIC SPORT

Financial risk management expert Rick Bookstaber has earned a black belt in Brazilian jiu jitsu, a sport he is passionate about for both its athletic and cerebral qualities.   

FINANCIAL RISK EXPERT RICK BOOKSTABER IDENTIFIES THE SUBSTANTIAL NEW RISKS FACING THE MARKETS TODAY

September 17, 2021

Part 1 of 2

In a recent WEALTHTRACK interview investment legend Jeremy Grantham said we are in a “bubble of epic proportions,” more dangerous than 1929. He cited what he calls extreme valuations and speculative behavior in the stock, bond, housing, and some commodity markets. 

If Grantham is right, or even if conditions are not as extreme as he believes they are, there is no question that there have been record-breaking bull runs in all of those markets in the last couple of years. But how risky are they for investors?  

For answers, we are turning to a noted expert on managing financial risk. Our guest this week is Rick Bookstaber, Founder and Chief Risk Officer of Fabric, a platform he created in 2018 to provide institutional-level risk management tools and advice to individuals through financial advisors and asset owners. 

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