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In this episode I share a portfolio update for the month of April. The focus of the update is not on how individual holdings have performed this month. Instead the approach is doing a post-volatility review and validating if my thesis still remains. I share one stock that is on a "short-leash" and another that will be sold. 

As you know, I rarely sell a stock. When I do it is after careful consideration because I recognize a hidden risk many ignore...switching risk.

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The market is one big pricing machine. In this episode we explore a few event in the current market, how they are pricing assets and tie in an explanation on why retail investors average a 3% return on their long term portfolio.

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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


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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

X                        @SavingsCaptain
Email                [email protected]