MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS

July 29, 2022

Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.

WEALTHTRACK Episode #1905 broadcast on July 29, 2022

Listen to the audio-only version here:

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CHARLES DREIFUS


ACTION POINT

DON’T FIGHT THE FED

  •  In current market means reducing exposure to stocks and other risk assets
  • Fed now hiking interest rates & withdrawing liquidity from the financial system 
  • Former winners now laggards: 
    • High multiple growth stocks
    • Special Purpose Acquisition companies (SPACS)
    • High yield bonds
    • Cryptocurrencies
    • Private equity funds
    • Hedge funds

ONE INVESTMENT

CONTRARIAN DIVIDEND GROWERS

Buy: Wisdom Tree International Quality Dividend Growth Fund (IQDG) 


STOCKS

Movado Group, Inc. (MOV)

Roche Holding AG ADR (RHHBY)

LVMH Moet Hennessy Louis Vuitton SA ADR (LVMUY) 


ARCHIVE

Charles Dreifus from the WEALTHTRACK archives:


WEB EXTRA

TIMELESS INVESTMENT WISDOM

Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career. 


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