How to “Inflation-Proof” Your Portfolio (Hint: It’s Not Gold)

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No matter the financial headlines, all roads will—eventually—lead to (even higher) inflation. So, we should use pullbacks and rallies alike to make sure we are inflation-protecting our retirement portfolios.

We’ll talk specific stocks and funds in a moment. First, let’s review the mechanics of money printing.

The accommodative Federal Reserve has already increased the M2 Money Supply by 38% since the start of 2020! That’s a lot of dough that has flowed into the financial markets. With the Fed continuing to stand by to support the stock and bond markets, we should look past current concerns and realize that the “solution” to any setbacks will be more easy money.… Read more

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Don’t let anyone tell you otherwise: financial stocks are still a hotbed of dividend (and share-price!) growth for contrarian income-seekers like us.

I know what you’re going to say next: “Brett, everyone says finance stocks are overbought.”

I get it, and that sounds logical … on the surface. 

It is true that when the calendar flipped to January, finance stocks surged, more than doubling the price gains of the S&P 500, going by the performance of the benchmark Financial Select Sector SPDR ETF (XLF):

Finance Stocks on a Tear …

But here’s what most folks have missed: even with that gain, finance stocks are only 20% above where they peaked prior to the last financial crisis 14 years ago.Read more

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It’s happening again: blood is in the streets.

And if you remember the timeless advice of Warren Buffett, you know what to do: be greedy.

Because this selloff shouldn’t be happening (I’ll show you why in just a couple paragraphs)—and as a result, there are plenty of extremely undervalued bargains just waiting to be snapped up.

Toward the end of this article, I’ll reveal 3 funds chock full of high-quality, oversold stocks and yielding up to 6.4%. But first, let’s look at what’s driving this income (and gain) opportunity. It comes down to a glaring (and very temporary) disconnect in the market.…
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If I’ve heard it once I’ve heard it a thousand times: if you want big dividends, you can forget about getting big price upside, too.

Clearly, whoever came up with this “wisdom” is clueless about closed-end funds, where hefty 7%+ yields are common. Fast double-digit gains, too—especially if you follow the one true CEF profit indicator I’ll show you now.

It’s called the discount to net asset value (NAV), and you can find it on any online fund screener. In plain English, it’s the difference between a CEF’s market price and its “true” value—or what its underlying assets are worth.

Sounds simple, right?…
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