Why Your Portfolio Is Like Gardening

If you're overweight equities, don't try to just sell everything in the cash today. Re-think about where you want to be and then rebalance that risk a little bit of time. Always cap stop losses. If you violate those levels, sell the position later. You can always come back to it later. The best thing to do in portfolios is called why your portfolio is like gardening.

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IN THIS EPISODE, YOU’LL LEARN:

02:16 - Why the valuation gap between value and growth is wider than ever.
02:28 - Why Lance doesn’t think the FANG stocks are dead.
06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance.
20:00 - Lance’s current assessment of the market and his outlook into 2023.
27:39 - How Lance is positioning his investments heading into 2023.
33:42 - His 7 rules to navigate investing in a bear market.
42:47 - The decomposition of returns in the S&P 500.
50:54 - The increasing importance of share buybacks in driving returns.
54:14 - The pros and cons of share buybacks vs dividends for shareholders.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: RIA Advice.
Lance’s Youtube Channel: Real Investment Show with Lance Roberts.
Lance’s Podcast: Real Investment Show with Lance Roberts.
Related Episode: Deep Dive Into Apple & Google w/ Logan Kane. - MI239.

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