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 […]
Action Point
GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS
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.
OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER
OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER STRATEGAS ANALYZED GOLD’S CORRELATION TO SEVEN ASSET CLASSES: LARGE CAP, SMALL CAP, INTERNATIONAL EQUITY, EMERGING EQUITY, AGGREGATE BOND, HIGH YIELD, OIL, U.S. DOLLAR HIGHER POSITIVE CORRELATIONS WITH ALL BUT ONE ASSET CLASS OVER LAST YEAR MUCH LOWER CORRELATIONS WITH ALL ASSET CLASSES OVER PREVIOUS TEN YEARS NEGATIVE CORRELATION […]
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS TIME TO TAKE SOME PROFITS REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS INTERNATIONAL VALUE QUALIFIES Watch the related WEALTHTRACK episode.
READ “COMMON SENSE”
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!
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 […]
