Roaming Returns

The best investors get into stocks well before the majority of other investors because they think ahead. When you're proactive you find overlooked and often undervalued opportunities while 99% of other people are reactive investors. 

Those types don't buy stocks until after they hear experts, the news or their friends toting a company. Sure you may pick up some companies at a decent price, but you're more likely to experience losses.

Top investors make an effort to become aware of macro trends because it makes them so much more profit and creates a safety margin against losses. It's up to you which type of investor you want to be.

Right now there are trends in the Baby Boomers needing end-of-life services, Cryptocurrency and AI utilization.

Tickers mentioned in this episode:

REITs

• ABR
• CCI
• AMT
• SLG 

Healthcare

• PFE
• GSK
• SNY 

Weed

• IIPR
• SMG
• STZ 

Technology (opt for dividend paying funds over growth stocks)

• AIO
• NBXG
• BSTZ
• HTGC
• HRZN

Crypto

•  BITO 

Bonds (only a few  opportunities  since they're becoming overpriced)

• PDI bond fund is easier than finding individuals

Utilities

• UGI
• SPH
• BKH
• D
• VZ
• T

Index Funds are the lazy man's or set-it-and-forget-it alternative. While most have low dividends, we recently found a few that pay pretty good. 

• SWHYX
• NHYMX
• NMSSX
• NOBL

Compare these to SPY and VOO Index Fund's dividends. ( Warren Buffet's preferences) 


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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Your health is directly linked to quite a few aspects of finance and investing.  It plays a big role in how well your brain is functioning. The better your brain, the more you can learn and become a good investor.

Health also impacts your emotional and psychological stability and resilience. If you go into investing in a poor state, stock market movements can actually increase anxiety and stress which will drag your health down further.

When you make health a priority now, you'll have a better quality of life now and in the future. Not only will you be able to live long enough to reap the rewards of your investments, but you won't have medical expenses draining .

Few talk about health being an important aspect of investing, but it has a much bigger impact than many people realize.

If you're addicted to soda pop but hate plain old water, Bobelo is Tim's favorite healthy alternative. Buy Bobelo through our affiliate link to help support our podcast! Use coupon code HealthDecoded to get 15% off.

Worthy has increase it's bond yields to 7% from 5.5% through November 2024. Use our affiliate link to sign up and get a free $10 bond.

Here's that amazing investing calculator we talked about. Play with it to see how your money can grow over time.

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Questions? Email Tim at [email protected]

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

 You should never pay more for a stock than its worth. Especially when there are ways to determine if a stock is overpriced.Buying overpriced assets leads to losses, which is exactly why you need to learn how to value a company to become a successful investor.We use several metrics like the P/E Ratio, P/B Ratio and PEG Ratio to provide insight on a stock's true value. Types of assets that have a NAV Price or Par Value make it easy, but with other companies, you need another way to compare apples to apples. And that exactly why we compare a stock' P/E Ratio to that of its peers. FullRatio is a great site to find these averages. Tim's scanner research revealed these high dividend and undervalued stocks mentioned during the episode.

• BTI - 9.1% yield with a 6.9 P/E (tobacco industry average is 15.12 P/E)
• NAT - 11.1% yield with a 8.0 P/E (marine shipping industry average is 18.65 P/E)
• T - 7% yield with a 6.5 P/E (telecom industry average is 15.43 P/E)
• MO - 9.2% yield with a 8.5 P/E (tobacco industry average is 15.12 P/E)
• NSA - 7.2% yield with a 28.02 P/E (REIT specialty industry average is 45.94 P/E)
• UAN - 34.22% yield with a 3.19 P/E (farm products industry average is 16.43 P/E)
• AFCG - 17.65% yield with a 6.71 P/E (REIT specialty industry average is 45.94 P/E)
• NEP - 14.70% yield with a 17.75 P/E (Solar industry average is 17.9 P/E)
• TRIN - 13.56% yield with a 9.76 P/E (Asset Management industry average is 12.67 P/E)
• ABR - 13.17% yield with a 8.61 P/E (REIT residential industry average is 32.03 P/E)
• ARLP - 12.74% yield with a 3.93 P/E (Coal industry average is 5.28 P/E)
• PDI - favorite bond fund (currently 30% undervalued)

Drop your comments or questions for this episode on one of our posts.  

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 If you're looking for a more detailed summary of this episode, click here.We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. We appreciate your support!   

Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social!

**DISCLAIMER**Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Some people compulsively stalk their portfolios while others want to set it and forget it. Checking your investments too often can lead to emotional decisions while waiting too long can cause unbalance. Both approaches lead to losses.

This episode covers how often we look at our portfolios and why certain times of the year are ideal. We also discuss how you can effectively make adjustments based on the information you find when looking into a particular stock.  

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 If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

We noticed some disturbing behaviors that may explain why so many investors lose money during our yearly Halloween entertainment.  

This is something we love and prioritize since fun is an essential part of a happy life. But problems arise when you find yourself unconsciously spending/consuming and needing instant gratification. 

There's a high probability that your behaviors transcend all areas of your life. Join us today where we compare our Halloween choices to those of others so you can assess your own. 

Cool places we've been for Halloween

• Sleepy Hollow (Breakneck Trail and Bannerman Castle) 
• Salem (Captain Bills Whale Watching)
• Trail of Terror in Connecticut
• Universal Studios Orlando
• Dorney Park
• Hershey Park 

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Close Ended Funds are unique in that they generally have a capped number of shares which makes their price rely completely on demand. Whereas other funds use tactics to manipulate price like offering new shares or doing buy-backs. 

CEFs have a NAV price that makes them very easy to determine their value. That means you shouldn't have trouble determining when to buy them at a discount. 

Since there are 466 total CEFs, you need a way to screen out the crappy ones. We cover the metrics we screen for to reduce the risks that come along with owning this type of asset.

High leverage CEFs like PGP is one of the biggest things to avoid when considering an fund.

These are 2 really good sites to help you find the information you need.

CEF Connect
Stock Market MBA

Tickers discussed were:
- CLF 
- CRM
- FDEU - blue chips in Europe 7% yield
- ECC - 27% yield
- IFN - Indian CEF 
- Almost anything PIMCO (ex: PDO & PDI)

BITF - Bitfarm fund we discussed throwing $100 in that does Bitcoin farming

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Most people avoid MLPs because of the "dreaded" K-1 tax forms. But once you really understand the tax advantages that come with investing in these types of companies, you might change your tune.  

Yes, K-1 forms are a pain in the butt, but that's what tax preparers are for. Some of our favorite stocks are MLPs. One of them is managed by Carl Icahn who's considered to be one of the great investors just like Warren Buffet.

Tickers we discuss in this episode:

• NEP
• MMP 
• ARLP
• IEP
• UAN
• KRP
• NRP
• DMLP 

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

The United States has a high cost of living which kills most people's dream of retiring. But money stretches much further in other countries, like the ones we discuss in this episode.  

If you bite the bullet and move to a place with a lower cost of living,  you might just be able to realistically retire right now. And you only need $1,500 a month. 

We show you how simple it is to make that amount consistently every month using our investing strategy.  

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

There's a way to invest in real estate without getting loans, doing any repairs, or hassling tenants for rent payments. The stock market allows you to buy companies that do it all for you while you sit on the sidelines and collect income. 

REITs pay big dividends and might even have higher ROI than physical real estate. That's why we consider them to be an essential asset for your income generating portfolio. 

Make sure you tune in to the end for Tim's assessment of a good portfolio allocation. 

Here are the good REIT tickers we mention in this episode.  

• PSA public storage 4.5%
• STAG 4.3%
• WPC* W.P. Carey 7.8%
• AMT American Tower 4.0%
• UNIT infrastructure for communication 13.1%
• SPG* Simon Property Group restaurants, theater, utilities Stores 7%
• O realty income 6.2%
• EXR extra storage space 2%
• FPI Farmland partners 2.34%
• CCI crown castle 6.8%
• EPR entertainment 7.9%
• IRM Data storage 4.3%
• UICI Largest landlord on Vegas strip 5.6%
• PLD warehouse/industrial 3.1%
• ADC 5.3%
• ABR* 11.3%

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

With so much fear surrounding the markets and economic climate, it's no surprise that people are hesitant to invest right now. 

More fear means less money in the markets.  Inflation and interest rates are higher also reduce discretionary funds. 

For those who are investing, they're flocking to the "safe bets" like Facebook, Tesla, Google, Microsoft, and Apple. 

Following suit, is a risky move. These big growth companies are propping up the market and will still decline in the recession that's coming.  

So what should you do?  

Invest in Bullet Shares like BSJP and BSJQ until other investments drop into a favorable price range. That way you’re earning ~6.8% yield while you wait. 

Sectors to monitor and stocks to put on your Watchlist: 

• Mortgage backed REITs - AGNC, NLY
• Energy stocks - ET, AMZA
• Bonds and bond funds - YYY, DSU
• Banking stocks - MAIN, OMF
• Utilities - AQN, UGI
• Shipping and delivery services like Amazon, UPS, FedEx b/c holiday season - no good options yet
• Home builder stocks - MDC, KBH
• Phone network stocks - VZ, T (or cell tower infrastructure CCI)
• Closed ended funds at a deep discount - JRS, JQC, CRF, CLM
• Retirement and medical facilities for elders - MPW, OHI (maybe AFCG a pot REIT)
• BDCs that lend money to startup tech companies - HRZN, HGTC

Drop your comments or questions for this episode on one of our posts.   

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If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

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Questions? Email Tim at [email protected]

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.