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This time is different is a phrase that usually is tossed around during market bubbles. I am hearing people apply prior corrections to explain this cV show "Gilligan's Island" as a metaphor to explain the current market.

We also spend a few minutes on a portfolio update.

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The market is pretty simple when it is going up. When it crashes, emotions and wild talk takes hold. In this episode I lay out three possible outcomes to this recent turmoil.

I'm not foolish enough to predict the market, but instead offer perspectives on possible outcomes. 

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Money Happy Hour is turning 2! 

Two years ago Henry at the age of 18 was the first guest on MHH. We continue our anniversary tradition and catch up with him about his growth, dedicated approach to researching stocks, views on the market and look forward to what is on his horizon.

Folks, Henry is a gem to follow and model. If you don't follow him already he can be followed on:

X:  @HenryInvests and @MapleTreeCap

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If you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report.

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

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This episode covers 8 mistakes to avoid in investing. This list applies in any market environment but they are essential in a down market. Avoid these mistakes and you will have a better chance in both up/down markets.   

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


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Gold has produced dazzling gains over the last year, flirting with $3000. Is Gold in your portfolio? In this episode I'll share the Bull and Bear case and incorporate listener  input.

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


Contact The Savings Captain

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In the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management. 

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


Contact The Savings Captain

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The S&P 500 Cap Weighted Index ETF has trounced the S&P 500 Equal Weighted Index counterpart in recent years..more than 13% in 2024. What is causing that? What should I do as an investor? Well that depends, but probably nothing. Just be prepared for the reversal so you can make an informed decision with your money.

Cap Weighted vs. Equal Weighted Reference

https://www.raymondjames.com/-/media/rj/advisor-sites/sites/p/e/peninsulaprivatewealth/files/market-capitalization-vs-equal-weighted.pdf

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


Contact The Savings Captain

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Check in and listen as Darth and I talk all things stocks.

Plus we unveil the official "Dogs of Money Happy Hour" Portfolio. Eleven beaten up stocks that they are hard to look at in the mirror. Note: This is just a mock portfolio, no real money is invested and it is for entertainment purposes. Throughout the year we'll see how it performs against the S&P 500 and see if these dogs have any bite in them.

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


Contact The Savings Captain

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In this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NFL Team who carefully selects players(holdings) that work towards this objective.

Also, a quick Radish portfolio update is covered in this episode.

The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


Contact The Savings Captain

X                        @SavingsCaptain
Email                [email protected]  

Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag Report
Conversations with thought leaders in the world of finance, economics, and investing.

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