Money Happy Hour

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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.   

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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

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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..
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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..
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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..
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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.

Listen on: Apple Podcasts   Spotify

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In this episode we talk about the changes and progression of Leadership at CEO. While I am a Starbucks shareholder, you don't have to be a Starbucks shareholder to benefit from this. You can easily apply leadership comments and their tone to any stock you own. 

The Dividend Tracker

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

Sign up here..
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Contact The Savings Captain

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In this episode we connect with Jesse Franklin. Jesse shares his wisdom on investing and taxation. Jesse unpacks 30 years experience working in Financial Services as a wealth manager, estate planner and tax expert.

Follow Jesse Franklin

X: @jfrankie91

The Dividend Tracker

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

Sign up here..
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Contact The Savings Captain

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REIT's have been one of the worst performing sectors in the S&P 500 the past few years. I own REIT's but should you? In this episode I go into REIT basics and provide you with helpful insights into whether they deserve a place in your portfolio.  Oh, and spoiler alert, if you think you don't own REIT's, you probably already do.

NAREIT Website
https://www.reit.com/

REIT Expert Brad Thomas
Book: "REIT's for Dummies" by Brad Thomas  
X: @rbradthomas

The Dividend Tracker

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

Sign up here..
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Contact The Savings Captain

X                        @SavingsCaptain
Email                [email protected]

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In this episode we cover the Radish Portfolio.  A December 2024 review and a look ahead to 2025 and my thoughts on each holding.

In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and what it may mean.



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]