Tag: Action Point

READ “COMMON SENSE”

August 10, 2020

READ

Common Sense: The Investor’s Guide to Equality, Opportunity, and Growth

“I recommend this book to anyone who cares about these things. It’s not just for investors.”

Howard Marks, Co-Founder of Oaktree Capital Management

Watch the related WEALTHTRACK episode.

DON’T TRY TO TIME THE MARKET!

August 1, 2020

DON’T TRY TO TIME THE MARKET!

S&P 500 Compound Annual Growth Rate
(Jan 1, 1995 – May 31, 2020)

  • 7.8% if fully invested
  • 5.9% if you miss 5 best
  • 2.4% if you miss the 20 best trading days
  • 0.6% if you miss the 30 best trading days
  • -1% if you miss the 40 best trading days
  • -2.5% if you miss the 50 best trading days

Source: Strategas Research Partners

Watch the related WEALTHTRACK episode.

OWN SOME SAFE HAVEN INVESTMENTS

July 25, 2020

OWN SOME SAFE HAVEN INVESTMENTS

  • VOLATILITY ON THE UPSWING
  • MORE FREQUENT MARKET DISLOCATIONS
  • GROUP THINK DRIVEN BY ALGORITHMIC TRADING

Watch the related WEALTHTRACK episode.

STICK WITH YOUR INVESTMENT DISCIPLINE

July 3, 2020

STICK WITH YOUR INVESTMENT DISCIPLINE

  • KNOW YOUR RISK TOLERANCE
  • STAY WITH YOUR ASSET ALLOCATION
  • REBALANCE WHEN IT GETS OUT OF WHACK
  • BE DIVERSIFIED AMONG:
      RISK ASSETS, LIKE STOCKS
      SAFE ASSETS, LIKE SHORT-TERM TREASURIES
      HEDGES AGAINST DISASTER, LIKE GOLD

Watch the related WEALTHTRACK episode.

CONSIDER SOME “HOMEBODY” INVESTMENTS

June 20, 2020

CONSIDER SOME “HOMEBODY” INVESTMENTS

Rosenberg thesis: Transitioning permanently to more frugal “homebody” economy

“HOMEBODY” BENEFICIARIES include:

  • Home OfficeTechnologies (cloud)
  • Telecommunications
  • Utilities
  • Food Suppliers
  • Diversifiers include:
  • – Gold
  • – Treasuries

Watch the related WEALTHTRACK episode.

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