My Investment clock covers 4 Basic States of an Economy, Investment Philosophy & Strategy. Asset Allocation is the primary driver of portfolio performance, and significant value can be added by tactically allocating assets between:
Growth (assets that are sensitive to movement in GDP),
Income (assets that are sensitive to interest rates,
Real Assets (assets that are sensitive to inflation),
Safety (assets that are sensitive to none of the above).
The “Investment Clock” & Economic Cycle informs our Tactical Asset Allocation decisions:
Growth vs. Income vs. Real Assets vs. Safety, US vs. International vs. Emerging Markets, Growth vs. Value, Large Cap vs. Small Cap Sectors.
The Wealth Map covers where you are today and sets targets around where you WANT to be - Wealth, Health, family, Risk, Assets and Legacy. Use my Map and the Investment clock and let me know how I can help YOU.
Clipping is a handy way to collect important slides you want to go back to later.