Tag: episode_1345

Wallack: Contrarian Approach

April 28, 2017

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MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

April 28, 2017

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

Large-cap stocks dominate U.S. stock index funds
Mid-cap & small-cap stocks are under-owned
Few of us own mid or small-cap foreign companies, or emerging market stocks

Watch the related WEALTHTRACK episode.

PORTFOLIO BUILDER

How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable.