169 - A Portfolio Of Portfolios (1971 Letter)

FromINVESTOR IN THE FAMILY Radio

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169 - A Portfolio Of Portfolios (1971 Letter)

FromINVESTOR IN THE FAMILY Radio

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Length:

36 minutes

Released:

Mar 21, 2018

Format:

Podcast episode

Released:

Mar 21, 2018

Format:

Podcast episode

Titles in the series (100)

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified

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139 Bret Jensen - How I'm Positioning My Portfolio For 2017: Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning... by INVESTOR IN THE FAMILY Radio
9 min listen
118 Dividend Sensei - Tons Of Debt, Cash, And Content For AT&T: AT&T is buying TimeWarner, we think. Should T shareholders celebrate or fear this deal? What are the chances of the deal making it past regulators and becoming a reality? I sit down with Adam, the Dividend Sensei to discuss more. A quick... by INVESTOR IN THE FAMILY Radio
20 min listen
126 Chris DeMuth - What To Do When Markets Are Fully Priced: Chris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was what would be the main points of a "State of the Markets" speech to DIY investors. Below is... by INVESTOR IN THE FAMILY Radio
6 min listen
124 - U.S. vs China In The Great Currency Showdown (Barron's): This week we dive into one of the most significant threats to global trade: currency valuations. Will the U.S. and Chinese tensions lead to a currency war? How has the Mexican peso responded to foreshadowed Trump policies? Should we even care? I hope... by INVESTOR IN THE FAMILY Radio
23 min listen
129 Doug Eberhardt - Gold To Reach "Undreamed Of Heights": Doug Eberhardt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Doug was what would be the main points of a "State of the Markets" speech to DIY investors. Below is an... by INVESTOR IN THE FAMILY Radio
9 min listen
121 Barron's - Making U.S. Stocks Great Again: Overview Shareholders owe a debt of gratitude to Trump as Dow approaches 20K (in reality a number with little meaning) US equities have grown in value by almost 7% since the election This all reflects perceptions and expectations, not yet realities... by INVESTOR IN THE FAMILY Radio
21 min listen
145 - How To Manage Your Investing Business (Yes, I'm Talking To You): I lay out my plan for the next phase of Investor in the Family. This is possibly the most excited I've been about a project since starting the company, listen in to find out what's up. http://investorinthefamily.com/ by INVESTOR IN THE FAMILY Radio
16 min listen
133 Avi Gilburt - Could GDX Break $60 And S&P See 2500 In 2017?: Avi Gilburt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Avi how he is positioning himself for 2017. What is he excited/concerned about? Below is an excerpt from... by INVESTOR IN THE FAMILY Radio
8 min listen
123 Barron's - Everything Is The Most Amazing That It Could Ever Be!: Overview Even people who warned of big corrections if Trump were elected are now calling for bigger gains to come The volatility index (VIX) fell to it’s lowest level in 2.5 years last week The crude oil volatility (OVX) fell to two year lows... by INVESTOR IN THE FAMILY Radio
13 min listen
134 Mark Hibben - My Top Advice For DIY Investors: Mark Hibben is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was what his top advice would be for DIY investors. We also discuss his personal investment... by INVESTOR IN THE FAMILY Radio
10 min listen
127 Chris DeMuth - Double-Digit Market Decline In Near Future: Chris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of... by INVESTOR IN THE FAMILY Radio
10 min listen
177 - How Buffett Picks Wealth Building Stocks (1976 Letter) by INVESTOR IN THE FAMILY Radio
33 min listen
128 Chuck Carnevale - My Top Advice For DIY Investors: Chuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was what his top advice would be for DIY investors. Below is an excerpt from the interview and a... by INVESTOR IN THE FAMILY Radio
5 min listen
119 Barron's - Should You Be Nervous?: Podcast Overview: S&P, Dow, Nasdaq, Russell all at record highs last week BofA Merrill Lynch survey of global fund managers: Expect global real economy to strengthen over next 12 months: In october 19% agreed with this, after election 35% do... by INVESTOR IN THE FAMILY Radio
20 min listen
154 Bret Jensen - Biggest Mistake: Sticking With Gilead Too Long: Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. by INVESTOR IN THE FAMILY Radio
7 min listen
125 J Mintzmyer - My Top Advice For DIY Investors: J Mintzmyer is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked J was what his top advice would be for DIY investors. Below is an excerpt from the interview and a... by INVESTOR IN THE FAMILY Radio
5 min listen
122 Barron's - Everything Is Awesome!: Overview Bank for International Settlements (central bank for central banks) posed the question, “A paradigm shift in the markets?” US elections have produced big changes in the markets based on expectations of strong growth in economy and... by INVESTOR IN THE FAMILY Radio
21 min listen
141 Chuck Carnevale - How To Avoid Investing Failure: Chuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was why he thinks so many DIY investors struggle and what they can do about it. Below is an... by INVESTOR IN THE FAMILY Radio
6 min listen
131 Ian Bezek - How I'm Positioning My Portfolio For 2017: Ian Bezek is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Ian was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of... by INVESTOR IN THE FAMILY Radio
8 min listen
137 Damon Verial - How I Blew Up An Account And Tripled An Investment In 2016: Damon Verial is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Damon was what was his biggest mistake and biggest victory of 2016. We then go deeper to see what lessons... by INVESTOR IN THE FAMILY Radio
13 min listen
147 - Building Your Own, Personal Berkshire Hathaway (1965 Letter): This week we launch our new series "Building Berkshire." It's time we all make a mindset shift in how we view our investing. Buffett's annual letters book: http://amzn.to/2ogVi4U http://investorinthefamily.com/ by INVESTOR IN THE FAMILY Radio
33 min listen
151 - Berkshire Buys A Bank! (1969 Letter): Welcome to Episode 5 of the "Becoming Buffett" Series! This week we discuss the 1969 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1969 Proceeds from funds temporarily utilized... by INVESTOR IN THE FAMILY Radio
27 min listen
153 - Great Management Matters (1970 Letter): Welcome to Episode 6 of the "Becoming Buffett" Series! This week we discuss the 1970 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1970 First letter signed by Buffett... by INVESTOR IN THE FAMILY Radio
25 min listen
120 Barron's - Everyone Is Lying To You: Overview What will happen to the White House press briefing room in Trump Administration? Trump’s last press conference was in July Favors addressing public directly, through Twitter and YouTube Not obligated to hold press conferences FDR... by INVESTOR IN THE FAMILY Radio
25 min listen
130 Eric Parnell - How I Protect Against Major Downside Risk: Eric Parnell is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Eric was about his personal investment philosophy and how it looks practically as he builds his... by INVESTOR IN THE FAMILY Radio
8 min listen
136 Mark Bern - I'm Fully Hedged For 2017: Mark Bern is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was how is he positioning his portofolio for 2017. Below is an excerpt from the interview and a summary... by INVESTOR IN THE FAMILY Radio
6 min listen
140 Brad Thomas - Trump Will Extend Real Estate Life Cycle 5+ Years: (click to enlarge) Brad Thomas is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Brad about was his biggest investing victory of 2016 and what his "State of the Markets"... by INVESTOR IN THE FAMILY Radio
12 min listen
160 Double Dividend Stocks - I Just Doubled Down And Sold Puts On This Company Yielding 11%: Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. by INVESTOR IN THE FAMILY Radio
8 min listen
135 William Koldus - My Biggest Victory Of 2016 And Lessons Learned: William Koldus is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked William was what his biggest victory from 2016 and accompanying lessons learned. Below is an excerpt... by INVESTOR IN THE FAMILY Radio
9 min listen
143 - As Institutions Pull Back, Retails Investors Drive Rally (Barron's): An update on the biggest, most relevant investing and economic news for the week of March 6, 2017. http://investorinthefamily.com/ by INVESTOR IN THE FAMILY Radio
20 min listen

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216 - Hoard Cash For The Buying Spree To Come (Kirk Spano): Kirk Spano discusses the coronavirus and it's impact on the US and global economy and what investors can do today to prepare for opportunities to come. by INVESTOR IN THE FAMILY Radio
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215 - Enbridge: The Reason You Shouldn't Buy IBM (Dividend Sensei): IBM is down over 30% on the year, does that make it a great buy? The biggest challenge is that of opportunity cost. For those seeking a strong yield with upside potential, Enbridge appears to be a more compelling choice. Brian and Adam discuss... by INVESTOR IN THE FAMILY Radio
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214 - Get Your Portfolio Ready For $80 Oil (Kirk Spano): Oil prices have taken a beating recently and related equities have been hit even harder. Should investors run away or jump and potential opportunities? Kirk and Brian pull the curtain back to see what's really going on and how investors can... by INVESTOR IN THE FAMILY Radio
27 min listen
213 - NVIDIA: A Clear Miscalculation (Mark Hibben): NVIDIA recently issued a revenue warning for investors. What's going on? Is this a reason for concern or a great opportunity in hiding? Brian and Mark discuss this and more. by INVESTOR IN THE FAMILY Radio
28 min listen
212 - Helicopter Money Is Inevitable (Kirk Spano): Deflation is the real enemy to fear. Thanks to an aging demographic and soaring debt, it is almost inevitable. In addition, stocks and real estate are greatly overvalued. What's the answer? Kirk and Brian discuss all the above and more. by INVESTOR IN THE FAMILY Radio
33 min listen
211 - Energy Transfer: Value Stock Or Value Trap? (Ray Merola): Why is Energy Transfer being treated so poorly by the markets? Should investors stay away or jump at the opportunity? Brian and Ray talk through the pros and cons and how to make investment decisions like this. by INVESTOR IN THE FAMILY Radio
27 min listen
210 - Apple: Unlocking A Tremendous Captive Market (Mark Hibben): Apple stock is down and concerns are high for many investors. Mark and Brian discuss why the extreme negative market sentiment is way overdone and where investors can look to find an optimistic future. by INVESTOR IN THE FAMILY Radio
31 min listen
209 - The Next Great Move In The Stock, Gold, and Crypto Markets (Avi Gilburt): Stocks, gold, and crypto all seem to be covered in bad news and beaten down prices. When can investors expect things to turn around? Brian and Avi discuss what sentiment is saying about the future of these markets and how investors can potentially... by INVESTOR IN THE FAMILY Radio
28 min listen
208 - Watch And Services Not Enough To Save Apple (Victor Dergunov): Apple stock has lost around 1/4 of it's value, how concerned should investors be? According to Victor, Apple is still a great company but the days of amazing growth are over and Watch and Services are not enough to fill the gap. by INVESTOR IN THE FAMILY Radio
28 min listen
207 - Crowded Trades Are Unwinding And It's Time To Take Advantage (William Koldus): William (Travis) and Brian discuss what the crowded trades appear to be in today's markets, what to be careful of, and what opportunities the market may currently be offering investors. by INVESTOR IN THE FAMILY Radio
34 min listen
206 - This Fast-Growing 7.7% Yielding Energy Stock Is Set To Soar (Dividend Sensei): Today, MPLX is one of the best high-yield income investments you can make because the market is ignoring its excellent and fast improving fundamentals. Brian and Adam talk about how to understand this investment and its potential. by INVESTOR IN THE FAMILY Radio
37 min listen
205 - AbbVie: Remarkable 700% Return Potential Over Next Decade (Dividend Sensei): According to Dividend Sensei, AbbVie is the Apple of the pharma world. Thanks to a powerful pipeline and great management it has the potential to return 700% over the next 10 years. by INVESTOR IN THE FAMILY Radio
36 min listen
203 - Could Apple Still Be Undervalued? (Investing City): Apple is worth $1 Trillion, but is it actually worth more? Investing city thinks it could be. (Note: This interview was recorded prior to Apple's recent earnings and therefore market cap numbers will reflect older numbers. The valuation process and... by INVESTOR IN THE FAMILY Radio
28 min listen
204 - China Has Fallen: Alibaba Is A Conviction Buy (Julian Lin): Trade wars are scaring investors away from China. Are fears of trade wars and distrust of the Chinese government worth missing out on the "Amazon of China?" by INVESTOR IN THE FAMILY Radio
36 min listen
202 - 5 Amazing Stocks Returning 12+% To Buy And Ignore For A Decade (Dividend Sensei): If you could only invest in 5 stocks, which 5 would you pick? That was the question I challenged Dividend Sensei with. As expected, he did not disappoint. by INVESTOR IN THE FAMILY Radio
42 min listen
200 - Everything Is Changing! Dump Old Economy Stocks Now (Kirk Spano): The world is changing and the stock market is finally catching up. Kirk and Brian discuss where the dangers lie and where to look for opportunity. by INVESTOR IN THE FAMILY Radio
37 min listen
201 - The Right Way To Value Netflix (Victor Dergunov): Netflix is a high growth stock that can be hard to value. Victor shows us how best to value the company and why the stock is still a bargain. by INVESTOR IN THE FAMILY Radio
32 min listen
199 - Banks, Trade Wars, And The Next Great Opportunity (Chris DeMuth): Government Policy has played a huge role in 2018 including tax reform, regulation reform, and trade wars. Chris talks to Brian about how to make sense of it all and where to find opportunities. by INVESTOR IN THE FAMILY Radio
36 min listen
197 - The Strongest Buy Within My Strong Buy List (Brad Thomas): Brad Thomas is a highly respect REIT analyst, in today's show he talks to Brian about why Tanger Factory Outlets is his favorite investment opportunity. by INVESTOR IN THE FAMILY Radio
31 min listen
198 - iQIYI: Why It's Time To Fall In Love (Investing City): Did you miss out on Netflix? iQIYI is often called the Netflix of China and some say this is a second chance at one of the greatest investments in the last decade. by INVESTOR IN THE FAMILY Radio
29 min listen
196 - How To Profit From The Coming EV Boom (Matt Bohlsen): Bloomberg predicts electric vehicle sales will grow 54x by the year 2040. Brian and Matt discuss how we get there and how investors can capitalize. by INVESTOR IN THE FAMILY Radio
35 min listen
195 - iQIYI: Tencent Is Coming...Should You Be Afraid? (ALT Perspective): iQIYI is often referred to as the "Netflix of China." Is that an accurate depiction and can they withstand the growing threat of Tencent? by INVESTOR IN THE FAMILY Radio
33 min listen
194 - 3M: The "Perfect" Investment That Will Dominate The Next Decade (Dividend Sensei): 3M has generated annual returns of 12.3% for 30 years and is expected to do the same for the next decade. Brian and Dividend Sensei discuss the greatness that is 3M. by INVESTOR IN THE FAMILY Radio
28 min listen
193 - Philip Morris: Dividend Dream Or Dreadful Mistake? (Ian Bezek): Is the dividend offered by Philip Morris worth the risk? Revenues continue to fall as the yield continues to climb. Ian and Brian discuss the pros and cons. by INVESTOR IN THE FAMILY Radio
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191 - As Utility Stocks Get Crushed Possibilities Emerge (Ray Merola): Are there opportunities for investors as utility stocks face a downturn? Ray Merola joins Brian as they look for look for an answer. by INVESTOR IN THE FAMILY Radio
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192 - $50,000 Gold? Has Doug Lost His Mind? (Doug Eberhardt): Doug joins Brian to discuss recent predictions that gold would one day reach $50,000. Along the way, Doug shares why he thinks a major market event is awaiting us this fall. by INVESTOR IN THE FAMILY Radio
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190 - Netflix vs Disney: Is Somebody Getting A Great Deal? (Bram de Haas): Bram de Haas explores the odd valuation comparisons between Netflix and Disney. The market seems to be getting something really wrong, which company stands to benefit most? by INVESTOR IN THE FAMILY Radio
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189 - Tesla Will Be A Trillion Dollar Company (Victor Dergunov): Victor takes an honest look at the bull and bear case for Tesla and concludes the negativity around Tesla is extreme (just like the opportunity). by INVESTOR IN THE FAMILY Radio
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188 - Energy Transfer: Is Kelcy Warren Brilliant Or Crazy? (Ray Merola): Ray Merola shares his bullish thesis for Energy Transfer and discusses how much their success rides on leader Kelcy Warren. by INVESTOR IN THE FAMILY Radio
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187 - How Microsoft Beat Apple (Capital Market Laboratories): Apple has begun to follow Microsoft's lead in building out its services revenues to help diversify beyond iPhone. by INVESTOR IN THE FAMILY Radio
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169 - A Portfolio Of Portfolios (1971 Letter)

169 - A Portfolio Of Portfolios (1971 Letter)

Titles in the series (100)

More Episodes from INVESTOR IN THE FAMILY Radio

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