S&P500 at record high with limited upside…but underlying opportunity still thrives

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_334_210807.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 334:  Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs.  I expect that to continue, with temporary bouts of turbulence, along with limited upside potential asContinue reading “S&P500 at record high with limited upside…but underlying opportunity still thrives”

Now overweight in Contrarian & Value stocks

https://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_240_170714.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 240:  Today I added three new stocks to the portion of my portfolio that’s focused on a contrarian or value play.  That brings Value up to an overweight of roughly 36% of the portfolio, just behindContinue reading “Now overweight in Contrarian & Value stocks”

Global & Value portfolio review

https://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_213_170117.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 213:  Since the last week of December 2016 I’ve been accumulating Global ETFs and also a few US sectors that I think are undervalued.  In this episode I’ll briefly discuss all 15 positions in my portfolio. Continue reading “Global & Value portfolio review”