“Considering how low bond yields are now, U.S. investors may want to try to think more creatively about their asset allocation,” notes the author of today’s article. One avenue investors may want to consider? “Treasure assets” (art, watches, fine wine, rare coins, high-end cars and more) which, despite their ability to help preserve wealth, make up a significantly lower percentage of Americans’ portfolios compared to global investors. For more on the potential role for treasure assets in your portfolio – including how various treasure assets have performed over the last decade – CLICK HERE.
In regards to his “ultimate” portfolio for long-term growth, the author of today’s article asserts that “The result is a low-cost equity portfolio with massive diversification that will take advantage of market opportunities wherever they are, and at about the same risk as that of the S&P 500.” The portfolio in question uses the S&P 500 index as the base ingredient and then adds nine other carefully selected domestic and international asset classes. For more on this portfolio, CLICK HERE.
“Very few people have gotten rich on their seventh best idea, but a lot of people have gotten rich with their best idea,” Warren Buffett is quoted as having said – and today’s article looks at what two big-name money managers appear to consider among their best investment ideas, based on the fact that they have substantial portions of their portfolios tied up in these single stocks. For these two potential “best idea” investments – a health care stock and a memory chip maker stock – CLICK HERE.
With strong economic growth and corporate earnings on the one hand and rising economic risks (especially trade tensions) on the other, uncertainty appears to be the name of the game for the balance of 2018. Against this backdrop, today’s article outlines five investing ideas for the remainder of 2018 – ideas that seek to add greater resiliency to portfolios. For these five investment ideas – including the role ESG investments can play – CLICK HERE.
Inflation is once again becoming a concern – and the author of today’s article advises that “As we enter a more mature phase of the current economic growth cycle, it’s worthwhile to consider the net effects that rising prices for goods and services will have on your purchasing power.” One way to address this risk is through exchange-traded funds that benefit from inflationary conditions – and he proceeds to highlight four. For these four inflation fighting ETFs – one tied to commodities, one tied to TIPS, and two that employ a “fund-of-funds” strategy – CLICK HERE.
In building his theoretical “Cheapskate Portfolio”, the author of today’s article identifies the cheapest stocks in each sector which are “currently profitable, have debt less than stockholders’ equity, sell for 15 times per-share earnings or less, and have a market value of $1 billion or more.” For the ten stocks that currently make up the Cheapskate Portfolio, the four stocks that the author is most partial to right now, and how the Cheapskate Portfolio has performed in the past versus the S&P 500, CLICK HERE.
With the belief that “if you are investing in growth stocks or dividend growth stocks – valuation should always be a primary consideration”, the author of today’s article has been screening for dividend growth stocks that are currently fairly-valued. In today’s article, he identifies ten higher-yielding dividend growth stocks that he believes are fairly-valued. For these ten higher-yielding dividend growth stocks, the author’s case for why each is fairly-valued, and which type of portfolio or investor they may be most appropriate for, CLICK HERE.
After a strong December and a nearly 3% rise in January, where is the price of gold bullion headed this year? The author of today’s article suggests that “one of the best ways to determine what the market is thinking is to evaluate the implied volatility used to price gold bullion options.” What can investors glean from implied volatility (even if they don’t use options), what does the author identify as the easiest way to evaluate gold implied volatility – and what does a reading indicate about gold prices this year? CLICK HERE.
“The turning of the calendar is…a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success,” notes the author of today’s article – who proceeds to outline a number of tips for doing so. In particular, he emphasizes the role that exchange-traded funds can play – and recommends that those who have only moved a portion of their holdings to ETFs consider a more aggressive transition. For more – including what he points to as being one of the key benefits of ETFs (versus mutual funds) from a risk perspective – CLICK HERE.
“Does Bitcoin belong in an optimal portfolio?” This is the central question that the author of today’s article poses – and proceeds to answer based on an analysis of asset class returns over the last 7 years. Does Bitcoin – with its high average returns (and high volatility) – have a place in an optimized portfolio? If it does, what may be the optimal amount? And why does the author declare that “Bitcoin is not the new gold. It is some other beast entirely”? CLICK HERE.