Value Traps and Growth Traps! Volatility in action and all-time highs for the DOW. The Subtle differences of this game stop craze and the last one! Is the bond market ever going to settle? Crack rock investing? Tune in and find out on this week’s episode of WallStJunky!

Brandon and I love doing live sessions to interact with our community. Let’s grow this together, make sure you are subscribed to receive notifications when new episodes drop and share it with a friend!

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

Your favorite contrarian investor is back and ready to rock! Offering a perspective that will if internalized, will help you build a portfolio with longevity. The first goal of any true portfolio should be to build long-term wealth, specifically aimed at maintaining your standard of living. This is called your personal capital bucket and should incorporate a vast amount of your holdings initially. Over time, you will have the ability to increase your diversification and start building what is called an aspirational risk bucket, meant to carry you to the higher ladders of wealth. It is important as a new investor to focus on the PERSONAL BUCKET FIRST!

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

The streaming, memeing, high speed, dream teaming, dynamic duo are back at it again. This time answering questions from the community. Here it is, from our oven straight to your doorstep. Come listen to some burning questions answered in this sensual episode by your groovy hosts with the most, Josh Lutkemuller and Brandon Young.

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

This has been a well anticipated episode, and it is finally here! In this episode, I discuss cracking how I cracked the CFA and passed each level the first time. The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered to investment and financial professionals. This program boats pass rates that are often times in the low to mid 40s, and is definitely not for the faint of heart. If you are interested in a career in the investment industry, this might be the designation for you! Please let me know if you would like more content on the CFA, and maybe down the road, cover each exam specifically.

Mark Meldrum Youtube: https://www.youtube.com/channel/UCAHr-sT0AjrD3sBwr1eRUNg

Mark Meldrum Website: https://www.markmeldrum.com/

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

Tough week in the markets this week, but if you were diversified into the S&P 500, it is trading almost flat since the start of the week! On this episode of the podcast I invite Jacob Brown to discuss Personal Finance principles and how important they are to master if you want to snowball your net worth. Too many people narrow their focus solely on picking the next homerun stock that they fail to evaluate their financial discipline and savings rates. These two principles alone I believe hold more weight when it comes to the success of your portfolio rather than company selection. Hope you guys enjoy this one and remember, SAVE, INVEST, RINSE, & REPEAT.

Link to $100k Portfolio Article : https://fourpillarfreedom.com/the-math-behind-why-net-worth-goes-crazy-after-the-first-100k/?fbclid=IwAR0Pew3On-t_MA1ZuspAGNdozu0r2vEsBnnah50J4uRUg2RR3NBJym7Tbrc

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

This podcast is all about YOU guys, where Brandon and I answer questions asked directly from the community. Since I started on this journey almost 2 months ago, myself and Brandon have received tons of questions and have done my best to answer each one that is sent my way. As the community continues to grow, I will make a point to accumulate questions from you guys over the course of a month and address them in a long free-form discussion. Hope you guys enjoy the episode and make sure to subscribe and share with your friends my content, which is 100% FREE.

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

I had a lot of great feedback on the first portion of my interview with Michael Harris. In this episode, I am releasing the second part of the conversation focused on financial advising. I ask the anticipated question of the night, “Who should hire an advisor?”. Michael does a great job explaining his role as an advisor, the traps that those seeking financial advice should avoid, and how to assess the performance of advisors. 

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Coinbase Link:

https://www.coinbase.com/join/q22f?fbclid=IwAR3_KzZsyVU7pLXK445yrtnnhpwI6vPMm415Qtc7Fa0hfyz_B4Pp_hgC_Zg&src=ios-link

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

This week I discuss how the size and style components that you need to understand when broadly assessing ETFs and determining risk & return characteristics of any ETF/Index Fund you come across. The Morning Star Stylebox is used by many to better group ETFs with similar characteristics. The size component breaks ETFs into 3 categories: Small, Medium, & Large while the style component breaks ETFs into an additional 3 categories: Value, Blend, & Growth. I also discuss the two most common traps new investors make as well as biases that develop quite frequently.

Link to Stylebox: https://advisor.morningstar.com/enterprise/MorningstarStyleBox_FactSheet.pdf

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Coinbase Link:

https://www.coinbase.com/join/q22f?fbclid=IwAR3_KzZsyVU7pLXK445yrtnnhpwI6vPMm415Qtc7Fa0hfyz_B4Pp_hgC_Zg&src=ios-link

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

This episode of the podcast is brought to you by Brandon Young! I have been busy the past couple of weeks with Paramount Real Estate, but Brandon was able to do a small update on our Webull account we started together to document our returns. Please let me know what you think of this content and get ready for the big account reveal and breakdown that I will be doing on my $250k+ stock portfolio soon!

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Coinbase Link:

https://www.coinbase.com/join/q22f?fbclid=IwAR3_KzZsyVU7pLXK445yrtnnhpwI6vPMm415Qtc7Fa0hfyz_B4Pp_hgC_Zg&src=ios-link

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8

I hope all my money hungry lunatics are having a great relaxing Sunday! I figured I would drop this interview with Michael Harris of IronOak Wealth in preparation for the Monday trading session. A lot of great market commentary on sectors and specific stocks. We discuss all the hot button sectors in 2021 like Cloud Computing, Clean Energy, EV, and Genomics as well as discuss how to position your portfolio for what many expect to be an astounding year for asset returns. This conversation was fantastic and I will be releasing additional episodes that cover specifically who should consider hiring a money manager as well as the differences between a Financial Advisor and a Registered Investment Advisor.

Michael’s Information:

Michael Harris, Private Wealth Advisor at IronOak Wealth

[email protected]

https://www.ironoakwealth.com/

Get yourself a free stock from WeBull Program:

https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&inviteSource=wb_oversea

Reading List:

The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

https://amzn.to/39WlZ68

Discord and Facebook Investing Communities:

https://discord.gg/xg6UaBwZ

https://www.facebook.com/groups/301632014175967/

Follow me on Instagram & Twitter for up to date market color!

https://twitter.com/WallStJunky44

https://www.instagram.com/wallstjunky/

Available places to stream the WallStJunky podcast (available on iTunes, Spotify, and many more!):

https://linktr.ee/wallstjunky

Equipment I use to stream and edit the WallStJunky podcast:

Yeti Microphone (Pop Filter & Arm Stand Bundle) - https://amzn.to/3jqrXzt

Logitech HD Webcam, C615 - https://amzn.to/3cKQzl8