The Real Investment Show Podcast

9-3-24 "Past Performance is No Guarantee..."


Listen Later

It's a holiday-shortened trading week to kick off the new month: September & October tend to be weaker trading months. Look for light volume and the impact of the corporate buy back window open and closing; markets tend to de-risk ahead of elections. Markets closed Friday at July's all-time high amid much bullish optimism. Markets today could retest 20- 50-DMA for support. despite a loss of momentum, take caution to not become overly negative. Lance and Jonathan address viewer emails about searching for investment research platforms (a la Morningstar), and the meanings of stock ratings (who is the customer?)"Past performance is no guarantee of future results..." A more important "P" question is one of Philosophy of a firm. Look for survivability over time. Why you cannot ignore past performance; making up losses is not the same as making money. Why does Wall Street create more indexes? "Comparison is the root of all unhappiness." Moving money creates fees. The cost of swapping strategies (comparing performances). The difference in returns  the difference in investors' place in life. Question about building a 5.1% return portfolio; looking at markets' true returns. What happens when "high yield" bonds mature? Dealing with risk in portfolios; looking at variable returns. 8% is great...until the market makes 11%.  SEG-1: Markets Close at July Highs - Can they Keep it? SEG-2: Why Past Performance is No Guarantee SEG-3: Comparison Is the Root of All Unhappiness SEG-4: What Happens When "High Yield" Bonds Mature? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Markets Break Higher or Lower?" is here:  https://www.youtube.com/watch?v=ojxEbzU9heE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Can Social Security Clawback Your Payments?" https://www.youtube.com/watch?v=VG5OqhPFss4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketResiliency #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing
...more
View all episodesView all episodes
Download on the App Store

The Real Investment Show PodcastBy Lance Roberts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

45 ratings


More shows like The Real Investment Show Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,033 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,353 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

384 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

213 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

93 Listeners