wealth map with an invesment clock
DESCRIPTION
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.TRANSCRIPT
RISK
“What’s Important About Success to You?”
©2010 Dr Greg Nazvanov CFP® MBA FFin www.linkedin.com/in/gregnazvanov www.twitter.com/gregnazvanovFinding good advice is harder than you think.
WEALTH MAPFor Living Life with Passion“Everyone needs something to aim for.You can call it a challenge, or you cancall it a goal. It is what makes us human.It was challenges that took us from beingcavemen to reaching for the stars.“Sir Richard Branson
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EW
S
RECOVER
BOOM SLOWDOWN
RECESSION
Value Stocks CommoditiesOverseasEquities
Late CycleSectors
ART
Property
Large Cap
Short-TermTreasuries
DefensiveSectors
High Quality Assets
Long-Term Treasuries
Growth Stocks
Rate SensitiveSectors
CorporateBonds
High YieldBonds
Early CycleSector
Small Cap
RisingOverseasReserves
FallingOverseasReserves
EasierMoney
TighterMoney
RisingReal estate
Values
FallingReal estate
Values
RisingInterest Rates
FallingInterest Rates
Falling Share Prices
Rising Share Prices
FallingCommodity
Price
RisingCommodity
Price
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56
7
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MILESTONE
DATE:
MILESTONE
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Where I am Today ?
Now
Action/Date: Action/Date: Action/Date:
Want to Be Now Want to Be Now Want to Be
LEGACYDEBTSLIFESTYLE
HEALTH
Now
Action/Date: Action/Date: Action/Date:
Want to Be Now Want to Be Now Want to Be
RETIREMENT INSURANCE
CASH RESERVES
Now
Action/Date: Action/Date: Action/Date:
Want to Be Now Want to Be Now Want to Be
GROWTH ASSETSFAMILY
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