Sell a percentage of funds or stocks that have delivered biggest gains Reinvest in lagging sectors or funds, or keep in cash Watch the related WEALTHTRACK episode.
TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS
ROBERT DOLL: MARKET ORACLE
This week’s WEALTHTRACK guest has made a name for himself with his annual predictions and with his proven investment skill. Bob Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid.
HOW YOUR FINANCIAL PLAN CAN GO OFF COURSE
That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
Steven Leuthold – The Contrarian’s Contrarian
OWN SOMETHING YOU ARE UNCOMFORTABLE WITH, WITHIN REASON!
LEUTHOLD RECOMMENDS SPDR GOLD SHARES (GLD) GLD data by YCharts Watch the related WEALTHTRACK episode.
STEVEN LEUTHOLD: THE CONTRARIAN’S CONTRARIAN
Contrarian money manager Steven Leuthold called it quits from the tightly regulated mutual fund business a couple of years ago. He wanted to escape from the rules, the pressures of managing billions and grueling publishing deadlines. Last year he launched Leuthold Strategies, a small private investment partnership. He’s investing in businesses that many investors consider to be toxic, including uranium mining and Chinese water and pharmaceutical companies. He’ll explain his unusual choices.