On episode 52 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven’t heard of. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
►00:00 – Intro
►02:08 – Bond allocations.
►07:29 – SPAC losses.
►11:41 – Netflix buying Peloton.
►16:12 – Losing to inflation by investing under your mattress.
►20:45 – Unknown stock picking companies.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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Great show guys, thank you! Also, Duncan I hope you feel better soon.
Solid sixth man rotation with this guy. Banik should let this guy start.
Down like 96% on tdup… brutal. I’ll never buy a speculative stock like that without a stop loss again.
Tax dude has poster of a HEAT round on his office wall-sweet
I can get used to all these green days! To the moon iack!
Get well Duncan!!
let's get a gofundme going for Duncan <3
poll: how much daily gain would you trade for a healthy Duncan？
a. 5%
b. 10%
c. ∞
Bill is a Sweet guy
Honestly listening to the compound for 3 years now and I just love all the different perspectives and opinions from the whole team Thank you!!
Flower pots, freezer, cupboards are what my in laws do with their money.
(total current retirement assets / goal assets such as 25 x expenses) * 5 years as a percent of your goal assets = % fixed income. This will glide path to your goal as your portfolio grows. This is what I use.
Just stumbled on this video series – great insights and perspectives. Thanks Ben and Bill. btw: I love John's retirement asset allocation model – makes a lot of sense.
Don't speculate (see: gamble) on individual stocks to begin with. Be humble enough to buy 'boring" index funds like VTI and VXUS and hold. Ego is the enemy.
I think the Netflix workout videos is a good idea
Dude that dude sam doesn’t work and he’s talking about OTHER peoples money?
Hey man I have a 51% allocation to spacs, am I going to be rich when I’m older?
Great show! Get well Duncan!