CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception) Equity-like returns: Upside Capture: 70% Less than market risk: Downside Capture: 43% Watch the related WEALTHTRACK episode.
Action Point
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS Watch the related WEALTHTRACK episode.
HELP FUND A YOUNG PERSON’S ROTH IRA
HELP FUND A YOUNG PERSON’S ROTH IRA CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED $5500 IN 2015 $5500 IN 2016 Watch the related WEALTHTRACK episode.
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER TOP-RANKED CHINA FUNDS MATTHEWS CHINA FUND Inception 1998 MATTHEWS CHINA DIVIDEND FUND Inception 2009 MATTHEWS CHINA SMALL COMPANIES FUND Inception 2011 Source: Morningstar Watch the related WEALTHTRACK episode.
ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY
ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY Watch the related WEALTHTRACK episode.
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS: The manager you know and trust leaves the fund A change in strategy at a fund Two years or more of significant losses The flip side: consider selling if a fund has phenomenal outperformance. A fund’s expenses go up If you are uncomfortable with […]