The Investing for Beginners Podcast - Your Path to Financial Freedom

Back to Basics: Essential Portfolio Maintenance for Investors


Listen Later

Welcome to "The Investing For Beginners Podcast!" In today's episode, "Portfolio Maintenance," hosts Andrew and Dave explore strategies for building and maintaining an investment portfolio. They address the market's unpredictability and the difficulty of forecasting leading companies, emphasizing the importance of considering age, time horizon, and risk tolerance. They discuss balancing growth potential with risk, especially nearing retirement, and highlight the dominance of tech giants like Google and Apple.

The hosts also share insights on owning low-growth companies, tax considerations when selling stocks, and the risks of investing in young industries. Drawing from personal experiences, Andrew and Dave stress understanding the businesses you invest in and avoiding sectors outside your expertise. Part of the "back to the basics" series, this episode offers wisdom to help you make informed investment decisions. Tune in for practical tips and thought-provoking discussions on portfolio maintenance!

00:00 Building a portfolio requires strategic future planning.

05:08 Diversify investments based on company maturity and risk.

07:23 "Retirement: Less risk, more bonds, seek advice."

13:49 Investing in mature companies with slow growth.

17:30 Big tech dominates stock market, future unclear.

18:21 Importance of company size in investment decisions.

22:43 Maximize growth by sticking with high performers.

27:19 Adjust portfolio based on lifecycle and goals.

30:11 Seek guidance from experienced individuals and companies.

31:22 Value spotlight offers support and guidance.

Find great investments at Value Spotlight

Have questions? Send them to [email protected]

 DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

The Investing for Beginners Podcast - Your Path to Financial FreedomBy By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

1,358 ratings


More shows like The Investing for Beginners Podcast - Your Path to Financial Freedom

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,104 Listeners

Investing Insights by Morningstar

Investing Insights

481 Listeners

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,511 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,203 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,850 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,371 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

720 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,069 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

552 Listeners

Stock Market Options Trading by Eric O'Rourke

Stock Market Options Trading

292 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,326 Listeners

Daily Stock Market News by Markus Heitkoetter

Daily Stock Market News

55 Listeners

The Beginner's Guide to the Stock Market by MyWallSt

The Beginner's Guide to the Stock Market

151 Listeners

The Money Mondays by Dan Fleyshman

The Money Mondays

438 Listeners

Stock Market Today With IBD by Investor's Business Daily

Stock Market Today With IBD

35 Listeners