Mind of a Millionaire Podcast: September Portfolio Review Meeting
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On the first Tuesday of the month, our Investment Committee meets—virtually right now—to discuss each of our portfolios and holdings. Our advisors discuss what working, what isn’t, and what may be working down the road.
This week, our focus revolved around growth vs. value funds, fixed-income investments, and the potential long-term impact of the Fed’s fiscal policy.
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Market Year-to-Date Performance [1:04]
Growth vs. Value Investors; Monthly Guest Speaker [1:30]
Check yourself before you wreck yourself [2:37]
Two types of value stocks [3:56]
Fixed income is a weird place to be [5:44]
Impact of Fed’s fiscal stimulus on the market [7:38]
Dollar-cost Averaging [9:29]
What does well in a high-inflation environment? [10:24]
If you have any questions regarding your specific situation, please do not hesitate to call our office at (303) 261-8015. We are always happy to discuss!
Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company’s growth of earning potential.
Dollar-cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Any investment should be consistent with your objectives, time frame and risk tolerance.
Bonds are subject to marker and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
