Archives

Editor’s Note: As Chief Investment Strategist of Total Wealth, Keith believes in making his track record of recommendations easily accessible to all readers within seconds – and that’s why he’s compiled an Archives page. Here you’ll find links to every Total Wealth article Keith has published since Total Wealth’s creation on October 2, 2014, posted in reverse chronological order.

Category: Rebalancing

Filter by Date:

  • Keith Fitz-Gerald May 03, 2019
    Invest in Optimism: A Conversation with Keith Fitz-Gerald: Part II

    Editor’s Note: Hi there! As mentioned on Wednesday, last week, Keith sat down for an exclusive interview with Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. Below is part two of the interview. The original text of which first appeared on U.S. Global Investors on April 24, 2019, which you can view by clicking here.

    Frank Holmes: You’re known for the 50-40-10 portfolio, among other things. Describe that for us.

    KFG: Thanks for pointing that out. Let me start by saying that conventional thinking about diversification is, I believe, badly flawed. The theory is a lot like throwing spaghetti against a wall and seeing what sticks. The proposition is that you have lots of great stocks that don’t go up and down at the same time, but the reality is that it’s more like rearranging the deck chairs on the Titanic in today’s highly computerized markets, when correlation is higher than it’s been at any point in financial history.

    If you want to get ahead and diversify your portfolio, the irony is that you don’t spread it all over. You don’t, for example, see buildings named after “diversifiers,” but you do see ’em named after people who have made a boatload by taking well-reasoned, calculated risks. If you can do that, the returns-the giant profits, really-will come.

  • Keith Fitz-Gerald Mar 09, 2019
    Don’t Make These Four Profit-Robbing Mistakes

    There’s a lot of discussion at the moment about which way the markets are going to go from here. Some of it’s good, but frankly, a lot of it’s bad.

    Like that’s a shock!!??

    The media loves negative stories because that’s how they keep you hooked and emotionally off-guard. Wall Street, of course, plays along because they know negative headlines make it easier to separate you from your retirement.

    The other thing to think about is that they’re playing “catch up,” whereas we’re often months ahead of developments they’re only just getting around to reporting.

    Like for example, the possibility of short-term market turbulence but higher prices ahead… that’s the latest from Wells Fargo’s Christopher Harvey who’s a noted bear and seconded by Merrill Lynch’s Stephen Suttmeier – both as reported by CNBC earlier this week. Or Bloomberg’s report that JPMorgan analyst Stephen Tusa now considers the $6 target he’s got on General Electric Co. (NYSE:GE) to be “generous.”

    Apple Inc. (NasdaqGS:AAPL)’s pivot, meanwhile, is beginning to draw attention for the reasons we laid out more than a year ago when I first told you about why services could double that stock’s value. Tesla Inc. (NasdaqGS:TSLA)’s in trouble…

    You get the idea.

    Anyway, the reason I am bringing all this up is not to take a victory lap.

    There are four big profit-robbing mistakes investors are making at the moment – and want to make sure you’re not among ’em.


    (Click here)

  • Keith Fitz-Gerald Mar 02, 2019
    Three Simple Questions to Unlock the World’s Best Investment Opportunities

    Many investors think of investing as something very difficult… something like a wild ride.

    Only it doesn’t have to be that way.

    Investing can and should be a smooth process.

    I know the headlines are challenging.

    Just this past week, for example, we’ve had the President meeting with North Korean’s Kim Jong Un in Vietnam, more stuff to digest on the Chinese trade talks, Fed Chair Jerome Powell on Capitol Hill, and former Trump lawyer Michael Cohen speaking to the House Committee.

    And that’s not even including earnings which continue to be firmly split between companies with the pricing power needed to maintain profits and those that don’t have it!!

    Still, the big stuff is important. I don’t want to make light of the concerns you and I have about the world we live in and how those things impact our money.

    Here’s the thing.

    You cannot invest blindly any more than you can drive down the street with your eyes closed.

    I use big picture headlines as a frame of reference. Nothing more than that.

    I want to know how, why, and when they’ll impact the financial strategies I use to uncover and share the world’s best investment opportunities with you.

    And, I ask three simple and very powerful questions that help me make that determination.

    Here’s what they are:

    (Click here)

  • Keith Fitz-Gerald Mar 01, 2019
    2 
    Last Chance: The Top Four Stocks to Buy Before a Chinese Trade Deal Is Announced

    Chinese stocks have been absolutely clobbered over the past year by nervous investors who fear the worst from Chinese trade talks.

    I can’t think of a worse – or potentially more expensive – mistake.

    A deal is imminent.

    That means you want to plan for the best and, not to mention, all the profit potential you can handle.

    The stocks I want to tell you about today have excellent fundamentals, terrific growth, and preferred status with China’s ruling elite. They are “global challengers” in the truest sense of the word.

    Most importantly…

    This could be your last chance to get on board…

  • Keith Fitz-Gerald Feb 22, 2019
    2 
    Investors Beware: Musk’s Latest Online Antics Hint at Desperate Times

    I admit to being a huge Elon Musk fan.

    Not only do I think he’s is one of the single most creative executives in history, but Musk shows remarkably prescient insight and determination at a time when the world needs his kind of thinking.

    It’s his online antics that I have trouble with.

    I wouldn’t care if he wanted to destroy his own company, but Musk risks cratering the hopes and dreams of millions of retirees… people who cannot afford to get burned.

    My job is to make sure you’re not among ’em.

    Here’s the latest

  • Keith Fitz-Gerald Feb 20, 2019
    Lost in Translation – What Wall Street Can’t Tell You About the Chinese Trade Deal

    Most Americans are preconditioned to hate China… which means their money is at risk when a deal happens.

    And, yes.

    It will happen.

    Western media is exceptionally good at telling you who said what, but very rarely do they go beyond that – which means they miss the subtleties.

    Not surprisingly, that’s usually where the real story is.

    And where the real money gets made

  • Keith Fitz-Gerald Feb 16, 2019
    Your Best Move Right Now

    I’ve been snowed in for the past five days, but don’t think for a minute that I haven’t been closely watching the world’s financial markets!

    In fact, I’ve been watching more closely than usual.

    The major indices have all rallied on news that there may be progress on Chinese trade talks and that there appears to be a tentative agreement that would prevent another government shutdown (as I type).

    Tread cautiously.

    We’ve been here before, which is why I want to talk for a few minutes about the best move you can make…

    Today!

  • Keith Fitz-Gerald Feb 15, 2019
    With a New Deadline, Tesla’s Luck May Be Running Out

    Opinions on Tesla Inc. (NasdaqGS:TSLA) are like bellybuttons in that everybody has one.

    Proponents think the company’s stock will go to the moon. Detractors think it’ll crumble like a stale cookie.

    Who’s right?

    I don’t know and, frankly, don’t care.

    But ask who’s going to make a pile of money?

    Now I’m interested…

  • Keith Fitz-Gerald Feb 13, 2019
    1 
    How to Play ANOTHER Government Shutdown (When it Happens)

    You’ve probably heard the news.

    …Stocks rally with shutdown-averting deal in reach ~ Bloomberg

    …Dow jumps on tentative deal to avoid government shutdown ~ CNBC

    …Stocks Surge on US-China Trade Talks, tentative budget deal ~ Fox Business

    The problem?

    It doesn’t say “For Now” at the end.

    We’ve been here before so many times that the premise is almost laughable. Today’s politicians are interested in only one thing … getting re-elected.

    Which is why I’m already planning for the next shutdown

  • Keith Fitz-Gerald Feb 17, 2018
    The Single Most Profitable Investing Study – Ever!

    To say that the past few weeks have been challenging for most investors would be an understatement. Caught between a rock and a hard place by violent swings that carry prices higher one day and lower the next, most have no idea what to do next. Let alone, figure out where to invest their money for maximum profits.

    I’ve got you covered on both counts.

    Everything we do is aimed at sidestepping Wall Street’s worst moments yet harvesting the best it has on offer.

    Today I want to talk about something that’s exceptionally important given recent trading. In fact, it may be the single most important video message I’ve ever delivered.

  • Keith Fitz-Gerald Jul 28, 2017
    1 
    Boost Your Profits and Cut Your Losses in 90 seconds… or Less

    The Dow hit a record high right out of the gate on Wednesday and that’s got investors wondering if there’s a correction lurking in the wings.

    With all the political turmoil at hand over healthcare, taxes, and more, many are rightly concerned that a downturn could set them back years.

    What they’re missing is that times like the present are loaded with pure, unadulterated profit potential.

    …if you understand the Total Wealth Tactic I’m going to share with you today.

    Before I tell you what it is, though, let me say that the tactic we’re going to discuss right now is one of the most powerful of all the Total Wealth Tactics we’ve got at our disposal.

    What’s more, it’s so simple anybody can use it to boost returns and reduce losses – in 90 seconds or less.

    Ready to get started?

  • Keith Fitz-Gerald Mar 31, 2017
    4 
    One Unstoppable Tactic to Immediately Maximize Your Profits

    There’s a lot of uncertainty in the markets right now, which means it’s a perfect time to discuss one of the most powerful Total Wealth Tactics of all.

    Before I tell you what it is though, let me say that the tactic we’re going to discuss today can significantly boost your returns and reduce your losses – all while taking less than 90 seconds of your time.

    Ready to get started?

  • Total Wealth Staff Mar 22, 2017
    Pass or Fail: Here’s How to Play the Obamacare Vote

    Most investors concentrate only on the negative when, as Keith points out, there’s a silver lining in every cloud. Here’s what you need to know, along with how to play the possibility of a “Trump Dump.”

  • Keith Fitz-Gerald Apr 27, 2016
    4 
    How to Add 326% To Your Portfolio Ahead of Yellen’s Next Press Conference

    On the heels of yet more lackluster economic data, Apple’s widely scrutinized miss, and ahead of yet another of Team Yellen’s cheerleading sessions Thursday, many investors are understandably nervous about what happens next in the stock market.

    That’s totally understandable but I want to let you in on a little secret… achieving higher returns is easier than you think.

    All you need is the right portfolio structure.

    There’s no question that having the right stock picks is important but it’s not the “do all end all” many investors think, and that’s what we’re going to talk about today.

    Sadly, most folks are completely blind to the potential so they leave a lot of money on the table that could be – rather bluntly – in their pockets. Heck, in your pockets.

    As always, I’ve got a recommendation for you that makes an ideal cornerstone investment for any investor interested in both the truth and higher returns.

    Stop leaving money on the table today.

    Continue reading

  • Keith Fitz-Gerald Mar 18, 2016
    5 
    Five Questions Wall Street Hopes You’ll Never Ask

    The Dow and the S&P 500 are up more than 4% in the past month and millions of investors are finally gathering up the confidence to tippy-toe back into the markets. But, problem is, they have no idea where to start.

    Thankfully, you don’t have that problem – you’re here and that gives you a huge advantage.

    Sometimes, though, that’s not enough.

    Good counsel is absolutely vital when it comes to building Total Wealth.

    But how do you find the right financial professional from amongst tens of thousands?

    That’s what we’re going to talk about today.

    Continue reading