396: Timing Your ExitsThere is no shortage of opinions about when to sell in the ever-changing world of investing, but those taking the Rule #1 approach know that buying a great business on sale is paramount for maximizing your returns.While analyzing the countless factors that influence markets can seem like a formidable task, it really boils down to understanding a stock’s price versus its value. Having a grasp on these two metrics can be one of the most powerful tools in your arsenal of knowing when to hold and when to sell.This week on InvestED, listen as Phil and Danielle talk through the evolving methods that tech companies use to retain their user base and minimize risk. As these businesses grow to encompass a wider range of hardware and software in an increasingly interconnected world, investors can utilize this understanding to inform their decisions to either hold or sell.To learn more about how the tech giants maintain their advantages over their competitors, download your copy of Moat Types for Durable Advantage to successfully invest: https://bit.ly/3tWwFe5Topics Discussed: P/E ratio Venture capital in US vs abroad Government regulation Tech ecosystems Resources DiscussedRule #1: The Simple Strategy for Successful Investing in Only 15 Minutes a Week! Learn more about your ad choices. Visit megaphone.fm/adchoices

There are world-renowned institutions and individuals who have devoted themselves to understanding the ins and outs of investing. Yet despite all of the heavily-scrutinized studies and statistical analyses, we see investors who take an outside-the-box approach and yield impressive results.It’s important to keep in mind that, when looking at the methodologies of successful value investors, different strategies are required for different stages of managing your portfolio. The positions that Buffett is taking in 2022 are a far cry from his process 50 years ago. This week on InvestED, Phil and Danielle discuss why buy and hold might not be the best move in every situation, and when it is the right thing to do, how do you choose the companies to stick with?To learn more about how to pick and choose profitable businesses, download your copy of How to Pick Stocks: The 5-Step Checklist to successfully invest: https://bit.ly/3tz0VfcTopics Discussed: Intrinsic value Modern portfolio theory vs Value investing Deciding when to sell Resources Discussed Riding a Backwards Bike The Education of a Value Investor The Dhando Investor: The Low-Risk Value Method to High Returns For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Wouldn’t it be nice if the market behaved in a predictable, rational way? Unfortunately for investors, that’s not the case, so having a proven strategy to time your moves is key to achieving long-term success with your portfolio.Getting in (or out) at the right time is what separates top investing minds from the rest of the pack, and whether it’s finding a sale on a great company or knowing how to read the tea leaves and avoid being left holding the bag, having the proper analytics can help you navigate the tumultuous investment landscape.This week on InvestED, Phil and Danielle dig deeper into topics raised by last week’s listener email, and they take a look back at how superstar investors like Buffett have changed their approach over the past few decades in response to market volatility.To see how well you know the wisdom that has inspired the Rule #1 investing strategy, take our Warren Buffett quiz and find out how you stack up: https://bit.ly/3WO1jUyTopics Discussed: Intrinsic value vs. timing the market Understanding your investments Velocity of money Market distortion Building financial independence vs. preserving portfolio Resources DiscussedRule #1 bookFor show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

On this abbreviated episode of InvestED, @danielletown takes the reins to catch us up on topics discussed in recent weeks and give us a glimpse into what’s ahead as we approach the holiday season.She also dips into the mailbag to hear a listener’s thoughts on our recent dialogue regarding when to hold and when to sell during market downturns.To get insight into how today’s top financial minds approach their investments, download your copy of The Best Investors in the World: https://bit.ly/3UjWpfETopics Discussed: Big changes at Twitter Listener email Learn more about your ad choices. Visit megaphone.fm/adchoices

Given the current state of global markets, economic uncertainty can make it difficult to plan for the future. While the changing financial landscape might cause investors to fret, understanding the factors and policies that drive these changes can help you sleep better at night.This week on InvestED, Phil and Danielle talk through the long and short-term repercussions of inflation, how a generation of investors will face their first true test in a bear market, and why Rule #1 is so vital to coming out ahead when markets dip.To learn more about how to stay centered in your investing practices, download your copy of the Inflation Checklist to successfully invest: bit.ly/3DoVtQDTopics Discussed: Navigating a turbulent market Risk-free rates Historic market downturns Value vs price Resources DiscussedModern Portfolio TheoryFor show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

While the financial world can be a daunting topic to young people whose parents aren’t properly equipped to teach them about it. And when kids don't properly learn how to manage their finances, as adults, life becomes somewhat of a minefield.Teaching kids about the value of their money doesn’t have to be as complicated as most people think, though. There are actually a number of ways parents can get creative with introducing investing basics to their kids while keeping them engaged with the process. One of the easiest ways is to simply teach one of the Rule #1 Investing principles: invest in something you're actually interested in and believe in.This week on InvestED, tune in as Phil and Danielle discuss growing up with parents who do (or don’t) invest, winning strategies with allowances, and how to set kids up for success in the future.To learn more about getting you or someone you know started off with some investing basics, claim your free copy of Guide to Investing for Beginners: https://bit.ly/3CGzh42 Topics Discussed: Teaching finances at a young age Representation in investing Resources DiscussedInvesting Guide for BeginnersFor show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

For some people, looking at the bigger picture of investing is what draws them to invest in the first place. They see the possibility, get excited, and want to learn how they can be a part of the excitement and benefit from the earning potential.However, before diving right in, it’s essential for investors to prioritize balance between creating strategies they believe will lead to success and being patient enough, especially through times of market volatility, in order to see long-term gains.Truth is, most people want to be in successful, long-term investing positions, but when you’re just starting out, it can be challenging. The best investors show their true potential in how well off their portfolio is, even after an economic downturn.This week on InvestED, tune in to hear Phil and Danielle explain that while it can be difficult to know how to navigate a turbulent market, having patience and a strategy for enduring the hard times is key in order to see any payoff coming out on the other side.To learn more about how to stay centered in your investing practices, download your copy of 4 M’s Investing Guide to invest successfully: http://bit.ly/2TZ3Bls Topics Discussed: Big picture investing Market downturns How to stay prepared Resources Discussed Li Lu article 4 M’s for Successful Investing Guide For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s easy to get sucked into the possibility with investing and become obsessed. But getting so depe in the weeds, you lose track fo the forest and end up doing way too much that ends up leading to you missing the strategy that actually works: staying patient.Find other things to do to keep you centeredThe purpose of life isn’t to make money. It’s a pre-condition for handling what you’re here to do. While it’s important to live a life in which you can provide for yourself and your loved ones, it’s also important to do things that make you feel whole and happy. That’s why investing is so important. One of the greatest things about investing, especially when using Rule #1 strategies, is that it gives you the ability and financial freedom to live a vital life. You’ll no longer have to commit to the daily “grind” just to pay the bills.Tune in to this week’s episode of InvestED to learn more about how Phil and Danielle find purpose in their lives and how you can, too. Because at the end of the day, you don’t have to be a genius to invest. It’s not a game where IQ wins – it’s a game where discipline wins.To learn more about how to stay disciplined in your investing practices to help you live a purposeful life, download your copy of Phil’s FREE 4M’s guide to successfully invest: https://bit.ly/3BiRJA1 Topics Discussed: Emotional centeredness Rule #1 Investing Resources Discussed And There Was Light Man’s Search for Meaning Learn more about your ad choices. Visit megaphone.fm/adchoices

While it’s important to live a life in which you can provide for yourself and your loved ones, it’s also important to do things that make you feel whole and happy. That’s why investing is so important. One of the greatest things about investing, especially when using Rule #1 strategies, is that it gives you the ability and financial freedom to live a vital life. You’ll no longer have to commit to the daily “grind” just to pay the bills.Tune in to this week’s episode of InvestED to learn more about how Phil and Danielle find purpose in their lives and how you can, too. Because at the end of the day, you don’t have to be a genius to invest. It’s not a game where IQ wins – it’s a game where discipline wins.To learn more about how to stay disciplined in your investing practices to help you live a purposeful life, download your copy of Phil’s FREE 4M’s guide to successfully invest: https://bit.ly/3BiRJA1 Topics Discussed: Risk-taking Financial freedom Personal finances Meditation and transcendence Life values Resources Discussed War of the Worlds, HG Wells Empire of the Summer Moon, S.C. Gwynne InvestED Book SmartLess Podcast For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really mean to be risk-averse when it comes to investing?This week, Phil and Danielle return with a new episode of InvestED to discuss risk and how to decide if a company is dangerous enough to sink a potential investment decision.When you first start out with investing, it can be overwhelming and intimidating. But it’s important to go deep and really do your homework before making a truly sound decision, especially in today’s tough market.Tune in to this week’s episode of InvestED to learn more about risk inversion, what it takes to make a sound investment decision and how to overcome overwhelm.To learn more about how to be confident in a company, download your copy of Phil’s FREE guide about the 4 M’s to successful investing: https://bit.ly/3BiRJA1 Topics Discussed: Risk inversion Investment Overwhelm Uncertainty Predicting Success Events Resources Discussed Netflix Episode Netflix Part 2 Netflix Part 3 FAANGM Stocks Episode For show notes and more information visit www.investedpodcast.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices