6. Trades – Wealthsteading Podcast

Episode 535 00:00 Introduction 02:09 2017 comparison to today’s market 04:03 Planting a Garden Portfolio 06:32 Netflix Potential 07:23 Canadian Pacific Kansas City 08:08 Utility Stocks 09:04 Nucor 09:59 Texas Instrument & Intuitive Surgical 10:59 Growth Adjusted Value Stocks 14:56 AAII investor sentiment survey 20:21 Investor Sentiment is bearish but Cash Reserves are low 22:30 Deregulation 24...

Episode 530 00:00 Introduction 00:19 S&P 500 is at record high 01:18 Inflation and Fed rate hike 06:20 Stagflation not a problem for USA 06:50 Disruption of Strait of Hormuz 08:28 AI Bubble and Circular investing 13:57 Extreme daily stock price volatility 17:36 Sold Anheuser Busch InBev $BUD Watch the VIDEO Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth....

Episode 527 00:00 Introduction 00:51 Notification of when I buy or sell a stock 01:28 Learn to identify stock trading patterns during a crisis 02:45 Stock Market rotation from Risk On to Risk Off 03:42 I sold non-core positions that are getting a bounce from Iran chaos 04:35 Raise cash and patiently wait in a Money Market Fund 05:57 Potential for an Amphibious Assault on Kharg Island Sign up for f...

Episode 499 While the S&P 500 is only down a few percent, 65% of its constituents are in a correction, down at least 10%.  Similarly, 44% are below their 200 day moving average.  So if you’re looking for a dip, look no further, there are plenty of bargains. Last week I took an overweight position in the Financial Sector buying KBE, KRE, KIE & Visa. All that and more in this episode. Sign u...

Episode 494  This past week I sold Disney.  I think the company is plagued by bad management and is likely in trouble over the near term.  In this episode I discuss how to identify Blue Chip stock business cycles and how to profit by swing trading in and out of them. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ————&#...

Episode 474:   I’ve harvested profits and pruned an extremely overweight position in Utility Stocks. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 457:   The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers.  Since the pandemic, the situation has only gotten worse. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ———————&#...

Episode 446:  Stubborn inflation & geopolitical instability are causing a stock market selloff.  That shouldn’t come as a surprise to Wealthsteading Podcast listeners.  So far, the decline is surprisingly mild.  In this episode I discuss my rationale for taking a concentrated position in the Utility sector.  LONG TERM Utility Stocks can offer a trifecta of benefits: Va...

Episode 390:  It’s an ominous sign whenever the Market consistently fails at a declining 200 day moving average. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 387:  A sell tripwire caused me to sell 30% of my portfolio. Here are two charts to explain why. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 356: Ignore the crisis du jour, and fortify your portfolio with quality, diversification, and especially US equities. ——————————————————

Episode 348:  Here’s the video were I describe how the Small Cap index has been trading in a defined range all year long: https://www.youtube.com/watch?v=zqKjPEJgeDU And here’s the link to the 62 stocks that I recently reinvested in: https://www.investablewealth.com/reinvesting-in-these-stocks/ ——————————————&...

Episode 338:  The media narrative this month is that a September or October stock market correction is inevitable.  Maybe…maybe not. ——————————————————

Episode 323:   As we see the Markets sell off from the COVID19 Tech Unwind and rotation out of Stay-at-Home stocks, I’m buying the dip, and remain extremely optimistic about the ReOpening Trade. ——————————————————

Episode 321:   COVID 2 nd Wave & Election volatility are hitting the markets again.  So is this a time to panic or buy?  I can’t tell you what to do, but in this episode I explain what I’m calling my COVID90 portfolio.  These are the 90 individual stocks that I’ve purchased for the inevitable post-COVID recovery. ————————...

Episode 314:  The Market has been incredibly resilient over the past month but I believe it could easily stumble into a rapid decline if investor sentiment turns sour.  In this episode I discuss the rationale for prudent investing and give specific examples of why I recently purchasing Tyson Foods and also lessons learned from swing trading the Great Recession of 2008. —–

Episode 311:  In this episode I discuss how I’m planning to re-balance my portfolio to take advantage of what I believe will be an inevitable recovery. —–

Episode 308:  The Wuhan coronavirus COVID-19 is spreading outside of China.  I’m not sure why that’s a surprise to anyone.  But before you panic, let’s put things in perspective.  COVID-19 is a virus, not Stage IV cancer.  I viewed today’s volatility as a buying opportunity.  Listen to find out why. —–

Episode 302:  The S&P 500 closed above 3120 for the first time, continuing a six week winning streak.  In this episode I’ll discuss the next 7% move, which could be either Up or Down. ————————————————————–

Episode 291:  Determining when to sell a stock is one of the hardest decision for an investor.  Regardless of the outcome, one always wonders if they’ve sold too early or too late. In this episode I’ll discuss my thoughts on when to sell and explain why I recently sold Walmart. ———————————————&#8212...

Episode 283:  I love dividend paying stocks, but the terminology can be very convoluted.  In this episode I’ll discuss confusing terms like special dividends, ex-dividend date, record date and much more. ————————————————————– The Robots are Coming: A Human’s...

Episode 263: FaceBook & Amazon gapped up nicely this week.  So is it too late to buy the Tech sector?  In this episode I’ll discuss my Tech holdings which include GOOGL, CSCO, INTC, IBM, RYT & CQQQ . Here’s a link to the episode about the THREE most important sectors of the economy:  https://www.wealthsteading.com/147 ——————————&#...

Episode 243:  In this episode I review the portion of my portfolio that’s focused on contrarian value positions…many of which are “Dogs of the DOW”. Specifically I use Walmart as a historical reference as to why buying out-of-favor blue chip stocks is often a good strategy. The recent YouTube video about my 2017 second half strategy be found at: https://youtu.be/tu_xFHZ_imU ———&#...

Episode 240:  Today I added three new stocks to the portion of my portfolio that’s focused on a contrarian or value play.  That brings Value up to an overweight of roughly 36% of the portfolio, just behind International at 40%. Subscribe to my FREE Buy & Sell Alerts:  http://www.investablewealth.com/subscribe/ ————————————...

Episode 233:  Today I did something that I rarely do.  I added to an existing stock position.  Disney has been out-of-favor lately, but I think it’s still a good buy with near term upside potential of 15-20%. Video appearance on Nerd Stalker:   http://www.nerdstalker.com/2017/06/the-robots-are-coming-for-your-jobs.html Podcast appearance on TSP:  http://www.thesurvivalpodcast.com/pugliano-robots &...