Tag: Action Point

INVEST SOME MONEY IN EMERGING MARKET STOCKS

August 28, 2015

INVEST SOME MONEY IN EMERGING MARKET STOCKS

  • Most dynamic long-term growth
  • Belong in long time horizon, growth part of portfolios

Watch the related WEALTHTRACK episode.

DIVERSIFY YOUR INCOME SOURCES

July 31, 2015

DIVERSIFY YOUR INCOME SOURCES

FRIDSON: Diversifying With Dividend Growing Stocks and Preferred Securities

RYON: Diversifying Within Municipal Bond Portfolios and Through Laddering Their Maturities

Watch the related WEALTHTRACK episode.

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

July 24, 2015

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

  • U.S. Stocks have led bull market
  • Take some profits
  • Reallocate to international stock markets
  • True diversification means some “uncomfortable” investments
  • European & emerging market stocks
  • Include foreign small cap stocks

Watch the related WEALTHTRACK episode.

DIVERSIFY YOUR RETIREMENT PORTFOLIO

July 17, 2015

DIVERSIFY YOUR RETIREMENT PORTFOLIO

  • International Developed Country stocks
  • Emerging Market stocks
  • Small, Midcap & Large U.S. stocks

Outperformed U.S.-centric, large cap S&P 500 index

Watch the related WEALTHTRACK episode.

HOLD A FAIR AMOUNT OF CASH

July 10, 2015
  • HOLD A FAIR AMOUNT OF CASH
  • RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS

Watch the related WEALTHTRACK episode.

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