The Visionary Investor

EP#12: A series taking a quick look at individual stocks. How will these companies move forward to innovate and ensure long term sustainability? Use this to help you with your research. This is not a complete analysis by any means nor is it a recommendation to buy or sell any stock. This is a quick pass through screener to see if Meta Platforms (META) stock and Costco (COST) stock would hit a Home...

EP#20: Are you taking more risk than the return you're receiving? Even if you have an advisor, do your own research to find this out. If you're invested into the S&P 500, you have more risk than return based on historical data. Large market cap companies doesn't necessarily mean the stock is a good investment. Take a look at what's happened to IBM over the past 40 years. You wo...

EP#31: A simple investment doesn't mean it's a good investment. The S&P 500 has become a core of many individuals and family's portfolio. The lack of proper diversification begins with not understanding one’s investments well enough and not due to owning risky assets or having too much exposure in a sector. Is the S&P 500 less diversified than we are told? Looking to secure your $1 Million...

EP#30: I believe a recession is coming in the first to second quarter of 2024. I don't say this to scare you but to make sure you are prepared. What strategies do you have in place, or will you be putting in place if you think this could be coming too? Below are some factors I look at in our Recession Warning model: Industrial production PCE Personal Income Unemployment Housing Units Started M...

EP#29: Whether you're new to investing or have been for 30+ years, you can lose money investing in the S&P 500 if you don't understand certain cycles. So while many say investing in the S&P 500 is a safer investment - without knowing this key information and depending on your investing timing - you can lose still money investing in it. Listen to the episode to learn more. Looking t...

EP28: Based on 10 years from 11/30/2013 to 11/30/2023 This is possible if you do your research properly, including fundamental analysis, correlations, monthly return distributions and investing into different sectors. When you understand where we are in recession cycles, you can determine if it's a good time to have cash available. Additionally, you will know whether your stocks are down becau...

EP#27: Looking behind the movement of Apple's assets around the 2020 recession and the current environment in 2023 show a lot of similarities. What does Apple know that many possibly don't? Apple's movement of its cash, cash equivalents and marketable securities from March 2019 to March 2020 (in the middle of the 2020 recession) illustrates increasing cash on hand and decreasing money...

EP#26: Have you created a plan for how you will handle the next recession or are you distracted by the S&P 500? As more financial institutions predict the S&P 500 will rise above 5,000 in 2024, this changes the investing landscape. Throughout history, it's common for individuals to not know when we are months away from and/or in a recession. Since most investors won't know how clos...

EP#25: Are investing into quality assets? The data shows that you can absolutely create a concentrated stock portfolio (with just 3-7 strong stocks) and beat the market. At the end of this podcast, I discuss a sample portfolio that performed very well historically. While the S&P 500 has historically made an average return of about 5-10% annually over the long term (depending on when you invest...

EP#24: Knowledge of past recessions will make you a better investor. Not understanding the current economic landscape makes it near impossible to be a successful investor. With some banks projecting low chances of a recession in 2024, I’m here to show you some important details that may have you thinking differently. Looking to secure your $1 Million+ Optimal Diversified Stock Portfolio while also...

EP#23: Do your own due diligence even if you have an adviser. Relying solely on others, limits you. Leverage your own knowledge + that of your adviser to take control of your wealth. Have you done a complete fundamental analysis of the companies in your stock portfolio? This episode breaks down how to streamline looking through a financial statement. Master the markets whether it's a bull or bear™...

EP#22: Protect your wealth by doing the proper research yourself to lead conversations with your adviser and form your own investing opinions. This is part 1 of a multiple part series. Resources - Fidelity Investments Stock Screener, PYW Diversification Template, Glassdoor I broke down 5 stocks in the Consumer Staples sector - COST, BJ, TGT, WMT, PG and compared them to XLP (S&P 500 Consumer S...

EP#21: This episode is for you if you want to create generational legacies, amplify your impact and make your life easier. Master the markets whether it's a bull or bear™ 6 steps you can take which are taught further inside our program: Breakdown your financial goals and risk levels Understand important patterns and high-level concepts Outperform the markets with economic landscapes (such as t...

EP#19: Work alongside your adviser to protect your wealth by finding outperforming stocks that are not highly correlated of negative returns to their sector. Do you know how to acquire Visionary Stocks for your portfolio? Investing into more stocks through an ETF or Mutual Fund, often doesn't decrease risk based on historical data. However, finding stocks that have low or negative correlations...

EP#18: Looking through the top holdings of your investments to uncover what all investors should look out for. This episode discusses correlations behind investments. Understand how stocks work well together, or don't, is key to your success as an investor. You can better protect your wealth by finding stocks that have low or negative correlations when looking at negative monthly returns. Look...

EP#17: New shift on the podcast - Advanced strategies to protect your wealth Learn strategies that top level and billionaire investors use + expanding off of advanced models and methods used by professionals. Some new topics we will be talking about: How to protect your wealth Investment categories and funds Portfolio management Investing statistics (quantitative finance) Economics Questions for y...

EP#15: Be passionate about your investments! This podcast episode aims to teach you to think beyond traditional investing thoughts, such as just buying an index fund and dollar cost averaging. Is there anything wrong with a strategy like that? No, it may work for some investors but you must see if it aligns with your goals! Learning about what stocks sectors you like best will make you more passio...

EP#14: Recorded in a nature preserve in Colorado - No one else is telling you this about Dollar Cost Averaging… Change your mindset around Dollar Cost Averaging (and just investing in the S&P 500). Always do your OWN research, no matter how great you think the information you have is (or recommendations / suggestions from others on what to buy), that does NOT mean it’s a good investment for YO...

EP#13: Stomaching high risk to get 10x stock returns may just not be your thing. This episode breaks down a bunch of investments/stocks: Tesla, AMD, Nvidia, Broadcom S&P 500 A sample portfolio of: Apple, Eli Lilly, Lululemon, Costco and Deere & Co. You will notice that while you could make an amazing return with Tesla, AMD, Nvidia and Broadcom, that they have had a high monthly risk level...

EP#11: Avoid information overload in the stock market and decode the economy. Gaining confidence as an investor involves understanding the longer term patterns of the stock market. Nothing explains these patterns better than economic cycles. NBER (National Bureau of Economic Research) is the organization that declares U.S. Recessions. Fortunately, NBER provides clarity around what a recession is a...

EP#10: The types of companies you can invest into in the Health Care sector. Stock sectors are classified using GICS (Global Industry Classification Standard) which organizes stocks into similar industries. There are 11 stock sectors. In this episode we talk about the Health Care sector. Specifically, we break down the 5 industries within this sector, which are: Health Care Equipment and Supplies...

EP#9: Is this the reason why food in Europe generally tastes fresher? Jess and I have both experienced this traveling. What is glyphosate and why in the world is it in ANY of our foods in the United States? We're breaking down some of the environmental concerns around investing for you. Sustainable investing involves ESG: E = Environmental, S = Social and G = Governance. This episode breaks do...

EP#8: A series taking a quick look at individual stocks. How will these companies move forward to innovate and ensure long term sustainability? Use this to help you with your research. This is not a complete analysis by any means nor is it a recommendation to buy or sell any stock. This is a quick pass through screener to see if Dish Network (DISH) stock and Netflix (NFLX) stock would hit a Home R...

EP#7: A lot of stocks don't perform well over the LONG TERM. Here is your guide to unlocking the essentials of profitable stocks with this basic investor's handbook. Is the company being managed well and why this is SO critical to understand. The truth is, a lot of stocks don't perform well. Can you understand why the company may be profitable in the future or not? The essentials to fi...

EP#6: A new series taking a quick look at individual stocks. Use this to help you with your research. This is not a complete analysis by any means nor is it a recommendation to buy or sell any stock. This is a quick pass through screener to see if Apple stock and Amazon stock would hit a Home Run or Strikeout. Join V.I. Archives  to get FREE access to some of our strategies, mini trainings, templa...