Tag: Action Point

READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK

February 19, 2021

READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK


Against the Gods: The Remarkable Story of Risk

Watch the related WEALTHTRACK episode.

AVOID MARKET TIMING

February 12, 2021

AVOID MARKET TIMING

  • Historical evidence shows market timing leads to significantly lower returns than buy and hold strategy
  • Market timing also leads to increased volatility
  • “…the volatility of investor returns is higher than the corresponding volatility in nearly all specifications.”
  • “Specifications’’ considered: individual stocks, stock mutual funds and stock indexes in U.S. and major international markets
  • Increase in volatility with trading is significant: 10-75% higher.

Source: “The Volatility of Stock Investor Returns” Ilia D. Dichev, Emory University, Xin Zheng, University of British Columbia

Watch the related WEALTHTRACK episode.

TAKE SOME RISK OFF THE TABLE

February 5, 2021

TAKE SOME RISK OFF THE TABLE

  • Market Conditions Flashing Caution
  • Winning By Losing Less: A Tried And True Approach
  • Trim Some Of Your Most Elevated Holdings

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE

November 13, 2020

CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND

Combined Chinese Stock Markets Second Largest in World

China’s A-share market:

  • Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges
  • Gradually opening up to foreign investors

More A-shares being included in major indexes including MSCI Emerging Markets indexes

Morningstar’s Gold and Silver Medalist China Region Funds

  • Matthews China Investor MCHFX – Gold
  • Matthews China Dividend Investor MCDFX – Silver
  • Matthews China Small Companies MCSMX – Silver

Watch the related WEALTHTRACK episode.

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

November 6, 2020

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

  • WHAT PANDEMIC CHANGES CAN YOU APPLY TO YOUR LIFESTYLE?
  • WHICH ACTIVITIES REALLY MATTERED, WHICH DIDN’T?
  • WHICH EXPENDITURES WERE CRITICAL, WHICH WERE SECONDARY?

Watch the related WEALTHTRACK episode.

Back to Top