Tax Efficiency: Compounding and Capital Gains

💡Want expert guidance from a proven value investor? Get a free portfolio review with Jonathan Wellum at https://bit.ly/3Vl85S7

Value investing has created more wealth than any other strategy, but in today’s world of meme stocks, AI hype, and constant market noise, does it still work? In this interview, Jonathan Wellum, CEO of RockLinc Investment Partners, joins James Connor to explain why value investing remains the most reliable path to building wealth. He breaks down how focusing on fundamentals, patience, and discipline outperforms speculation and trading in the long run. 

Jonathan shares lessons from Warren Buffett and Peter Lynch, explains the power of compounding and tax efficiency, and shows how value investors avoid “torpedo stocks” that can wipe out portfolios. He also discusses today’s market challenges, from the dominance of the “Magnificent 7” to overlooked opportunities in sectors like precious metals. 

💡Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

💡Get your Free Gold Investing Report here: https://wealthion.com/gold

💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to join us in-person: https://wealthion.com/accredited. To attend virtually, buy your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

Chapters:

0:55 - What Exactly Is Value Investing?  

3:54 - How Long Is a “Long-Term” Hold?

5:38 - Day Trading vs. Value: What’s the Real Difference?

7:22 - How Value Investing Tunes Out the Noise

14:20 - Berkshire’s Scorecard: How Has Warren Buffett Performed?

16:32 - Taxes: The Hidden Investing Return Killer

19:59 - Canada Check: Capital Gains Up North

20:40 - Risk Management: Avoiding Portfolio Torpedoes

26:26 - Mag 7 & ETFs: Is Fundamental Value Still Relevant?

31:08 - ⭐️Wealthion Golden Nugget: The Big Benefits of Value Investing

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

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