It’s time to get busy moving forward into 2013. This is going to mean putting portfolios into balance, into opportunity and into accountability. The first step is to think globally once more.
Here’s where we start.
The Global Economy and
Once 2010 rolled around, investors and advisors began favoring U.S. equity investments over almost anything foreign. For the most part it worked. U.S. stock investors, generally speaking, did quite well.
I am glad that 2013 seems to be giving us an opportunity to diversify once more, participate in the global economy and go find some attractive issues abroad. As an advisor, I find this intriguing and comforting compared to piling on more U.S. large cap stock and cash. I like it when I can justify ownership in a broad range of assets.
International Small Caps
“International small-caps is actually a pretty good place to invest. . .there is more growth abroad, and then small caps generally tend to be less covered by sell-side analysts, as a result of which there is more opportunity to discover undiscovered or mispriced securities.” ~Kate Stalter
These companies operate in all sectors but many on the radar come from the areas of consumer cyclical, technology and energy. Contact me for specifics appropriate for you.
Investing in small companies and international stocks isn’t for everyone. Volatility exists and principal can be lost. Please check with me to determine if this might work for you.
Trust Updates and
Those of you with personal trusts likely took a pass on updating them the past couple of years due to all of the tax code uncertainty. It’s time to review them. Please contact your attorney or The Linkous Group, Ltd. for referrals but please make updating these important documents a priority in the first half of 2013.
Please be certain to let me know your preferred email address and phone. I rely on quick responses to emails to keep us on track so double check this.
Until next week,
Susan R. Linkous
The opinions voiced in this material are for general information only and are not intended to provide specific investment advice. All performance referenced is historical and is no guarantee of future results.