Market Bytes

The Federal Reserve decided to keep rates unchanged at the latest FOMC meeting but provided guidance that more rate increases might be on the way. What does this mean for stocks? In this episode we break down what Fed Chair Jerome Powell’s comments mean, the impact they are likely to have on stocks, and what we should do about it as investors.

00:00-The latest FOMC meeting kept rates unchanged

02:13-Fed Chair Jerome Powell on the labor market

05:24-The Fed’s plan to get inflation down

07:40-What to expect as it relates to interest rates and stocks

11:27-So what should investors do about it?

A question that every investor struggles with is knowing how many stocks you should own in your portfolio. In this episode we listen to 2 of the greatest investors of all time (Warren Buffett and Peter Lynch) and break down the different scenarios so you’ll have a better idea of what the answer is for you.

00:00-What you’ve heard about diversification is wrong

01:32-Warren Buffett’s thoughts on Diversification

06:32-Peter Lynch on stock investing

07:58-Peter Lynch on diversification

08:58-How well we understand our stocks matters

10:18-How to decide how many stocks you should own

Believe it or not, Crocs aren’t just the quirky shoes your daughter and all of her friends wear to school. They’re a $5 billion business that has some of the most popular celebrity endorsers in the world, and a stock that has outpaced the S&P 500 by over 4X in the past 5 years. In this episode we walk through Crocs’ business and do a stock analysis to see if CROX is a buy now.

00:00-Comfy, Casual, Crocs

01:54-What’s going on in their business?

05:59-What are some risks to their business?

09:17-CROX valuation

13:39-Overall thoughts 

TSLY is the YieldMax Options Income ETF based around Tesla (TSLA) stock. With their extremely high dividend yields and online popularity, YieldMax ETFs like TSLY have seen a huge influx in money going into the funds. In this video we’re going to do a deep dive on TSLY, how it works, and what kind of investor it makes sense for.

00:00-YieldMax ETFs like TSLY are growing like crazy

02:44-TSLY ETF Approach and Methodology explained

09:41-How does TSLY compare to JEPI?

11:46-Risks investors should know with TSLY

13:16-Who exactly is TSLY for?

SCHD is underperforming in 2023, both against the S&P 500 and against other Dividend ETFs. In this episode we break down why SCHDs performance hasn’t matched previous years and what it means going forward.

00:00-The SCHD is underperforming its peers

01:30-Comparing to other Dividend ETFs performance

03:13-How interest rates affect dividend stocks

06:10-Comparing criteria of each Dividend ETF vs SCHD

09:42-What this means for the future of SCHD

Nike is an iconic brand that has made sneakers into big business. Over the past 20 years they have just about tripled the return of the S&P 500. In this episode we walk through Nike’s business and do a stock analysis to see if NKE is a buy now.

00:00-Nike - Turning sneakers into big business

01:56-What’s going on in their business?

08:48-What are some risks to their business?

11:20-NKE valuation

15:33-Overall thoughts 

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $224,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00-Introducing monthly portfolio recaps

02:23-Dividend income

05:10-Stocks I bought and sold this month

07:35-Best and worst performers

10:15-Overall thoughts on the previous month

JEPI is JP Morgan’s Equity Premium Income ETF. It’s one of the most popular ETFs that has seen a ton of money flow into it. It also has a devoted online following that sings it’s praises. In this video we’re going to do a deep dive on JEPI and I’ll show you why I think it’s wrong for most investors.

00:00-JEPI is one of the most popular ETFs out there

02:53-JEPI’s ETF Approach and Criteria explained

09:56-How should we expect JEPI perform in certain markets

12:29-How has it actually performed?

17:17-What scenarios does JEPI make sense in?

20:23-Additional risks you take with JEPI

I just added Visa and Starbucks to my portfolio. Sometimes as investors we try to get too clever with it and start looking at stocks nobody is talking about, or trying to find companies at insane valuations. It’s just human nature - we want to feel like we have an edge that others aren’t seeing. But sometimes the best investments are the most obvious ones, we just have to get out of our own way.

On today’s Build Invest Live podcast, we do a stock analysis and deep dive on my decision to buy Visa, and how it’s a great example of getting in our own way of success as investors.

00:00-I just added these 2 stocks to my portfolio

03:06-Visa’s business and fundamentals are amazing

07:25-Visa (V) valuation

11:27-Visa stock analysis recap

12:40-Risks to Visa’s business

17:29-Visa vs Mastercard vs American Express

18:58-Why investors ignore the obvious

I bought Apple at the top before Q3 earnings and since then AAPL stock has dropped 10% and people have had fun dunking on me in the comments. But how did Apple actually perform last quarter and has anything really changed in my Apple investment thesis? In this episode of the Build Invest Live podcast, we’ll revisit my investment in Apple, talk about their Q3 performance, as well as why I’m glad I had people telling me I’m dumb in the comments. We’ll also go do a portfolio earnings round up on my other holdings that announced recently, namely WalMart.

00:00-Portfolio Earnings Roundup

00:33-Stock Portfolio update - How am I doing?

02:08-Revisiting my AAPL stock buy

02:56-An important lesson about comments and criticism

04:49-How did Apple perform compared to my investment thesis?

07:36-Why not wait to buy?

09:30-How did Walmart (WMT) do in Q2?