Tag: Action Point

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

January 24, 2020

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

Market leaders of one decade are frequently laggards of next and vice versa

2010s MARKET LEADERS
(12/31/2009-12/31/2019)

    U.S. Stock Market:

  • Large (S&P 500) +256.4%
  • Mid (S&P 400) +230.6%
  • Small (Russell 2000) +205.5%
  • NETFLIX +4000%

2010s MARKET LAGGARDS
(12/31/2009-12/31/2019)

  • Emerging Markets (MSCI Emerging Markets Index) +48.3%
  • Brazil (Ibovespa) -26.9% (USD)
  • Gold +38.9%
  • U.S. Treasury Inflation-Protected Securities (TIPS) + 39.2%
    Commodities:

  • S&P GSCI -16.9%
  • West Texas Intermediate (WTI) – 23.1%

Watch the related WEALTHTRACK episode.

STICK WITH PUBLICLY TRADED SECURITIES

January 17, 2020

STICK WITH PUBLICLY TRADED SECURITIES

Signs of Private Equity Trouble

An explosion in the number of private equity firms:

  • 106% increase in PE-backed companies in the decade ending 2017
  • Net asset value of PE holdings up sevenfold since 2002

Watch the related WEALTHTRACK episode.

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

January 10, 2020

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

  • U.S. market has outperformed foreign markets over the last decade
  • Trim some U.S. holdings and add to some overseas markets
  • Consider markets you are underexposed to and/or are unpopular

Watch the related WEALTHTRACK episode.

HAVE A PLAN TO SAVE REGULARLY

December 14, 2019

HAVE A PLAN TO SAVE REGULARLY

Top 10% of savers in every income group consistently held 10-20 times retirement
wealth of bottom 10% of savers

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO POLICY, NOT POLITICS

November 15, 2019

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:

    • financial plan
    • portfolio direction
    • business climate

Policy can determine:

  • Interest rates
  • Taxes
  • Rules and regulations

Watch the related WEALTHTRACK episode.

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