8 Stocks for Offense AND Defense

JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Understanding "beta" in the stock market. 1:22 The benefits of a barbell investing approach. 2:05 How do you pick good "high beta" stocks? 3:02 How do you pick good "low beta" stocks? 4:19 Stock 1 - Citizens Financial Group (CFG) - high beta 5:32 Stock 2 - Bank of America (BAC) - high beta 6:20 Stock 3 - Amazon (AMZN) - high beta 7:49 Stock 4 - Marvell Technology (MRVL) - high beta 9:17 Stock 5 - KKR (KKR) - high beta 10:44 Stock 6 - Energy Transfer (ET) - low beta 12:26 Stock 7 - Cheniere Energy (LNG) - low beta 13:32 Stock 8 - Lockheed Martin (LMT) - low beta Our thanks to Jay Hatfield for joining us on Ticker Take! Learn more about Jay here: https://www.infracapfunds.com/leadership If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices