Great Investor, Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year has built up one of the largest cash hordes of his career in his FPA Crescent Fund. This noted contrarian says even with his broad investment mandate of investing in any asset class, in any market the bargains are few and far between. He discusses the opportunities he is finding in farmland, real estate loans and some selective stocks
STEVEN ROMICK: CONTRARIAN CASH
KEEP A STASH OF CASH IN YOUR PORTFOLIO
Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage “Financial Valium” Watch the related WEALTHTRACK Episode.
Chuck Akre: Compounding Machine
PUT THE POWER OF COMPOUNDING TO WORK FOR YOU
CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
CHUCK AKRE: COMPOUNDING MACHINE
Great Investor Chuck Akre explains how he finds “compounding machines” – companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them. The Akre Focus Fund is rated 5-star by Morningstar and has delivered nearly 19% annualized returns since its inception.
FINANCIALLY SURVIVING A DIVORCE
There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.


