PODCAST · business
6. Trades – Wealthsteading Podcast
by John Pugliano
Listen to independent money manager John Pugliano as he analyzes the stock market and discusses how he trades his portfolio and builds personal wealth. John has over 38 years investing experience, he's an entrepreneur, author, inventor and the founder of Investable Wealth LLC. Visit the podcast website at: www.wealthsteading.com
Episodes
-
Stock Market: Party like it’s 2017-GARDEN PARTY
Episode 535 00:00 Introduction 02:09 2017 comparison to today’s market 04:03 Planting a Garden Portfolio 06:32 Netflix Potential 07:23 Canadian Pacific Kansas City 08:08 Utility Stocks 09:04 Nucor 09:59 Texas Instrument & Intuitive Surgical 10:59 Growth Adjusted Value Stocks 14:56 AAII investor...
-
Another S&P 500 record high that Ray Dalio hates
Episode 530 00:00 Introduction 00:19 S&P 500 is at record high 01:18 Inflation and Fed rate hike 06:20 Stagflation not a problem for USA 06:50 Disruption of Strait of Hormuz 08:28 AI Bubble and Circular investing 13:57 Extreme daily stock price volatility 17:36 Sold Anheuser Busch InBev $BUD…
more -
Selling the Fear as Iran Escalates & Building Cash for My Next Move
Episode 527 00:00 Introduction 00:51 Notification of when I buy or sell a stock 01:28 Learn to identify stock trading patterns during a crisis 02:45 Stock Market rotation from Risk On to Risk Off 03:42 I sold non-core positions that are getting a bounce from Iran chaos 04:35 Raise cash and...
-
S&P 500 Correction hiding in plain sight: when to buy the dip? 251116
Episode 499 While the S&P 500 is only down a few percent, 65% of its constituents are in a correction, down at least 10%. Similarly, 44% are below their 200 day moving average. So if you’re looking for a dip, look no further, there are plenty of bargains. Last week I took an overweight position…
more -
Sold DISNEY stock it’s plagued by bad management 250928
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock business cycles and how to profit by swing trading in and out of them. Sign up for free ALERTs & Market...
-
Utility Stocks buy hold or sell? 250613
Episode 474: I’ve harvested profits and pruned an extremely overweight position in Utility Stocks. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
-
TRUMP love or hate him it’s a trend 241124
Episode 457: The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers. Since the pandemic, the situation has only gotten worse. Sign up for free ALERTs & Market Commentary at:...
-
Market Selloff- UTILITY STOCKS 240413
Episode 446: Stubborn inflation & geopolitical instability are causing a stock market selloff. That shouldn’t come as a surprise to Wealthsteading Podcast listeners. So far, the decline is surprisingly mild. In this episode I discuss my rationale for taking a concentrated position in the Utility...
-
S&P 500 failed for third time at the 200dma 221121
Episode 390: It’s an ominous sign whenever the Market consistently fails at a declining 200 day moving average. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
-
Tripwire triggered selling 221001
Episode 387: A sell tripwire caused me to sell 30% of my portfolio. Here are two charts to explain why. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
-
Absolutely nothing about Ukraine or Russia
Episode 356: Ignore the crisis du jour, and fortify your portfolio with quality, diversification, and especially US equities. ------------------------------------------------------
-
Value Stocks I purchased during this dip
Episode 348: Here’s the video were I describe how the Small Cap index has been trading in a defined range all year long: https://www.youtube.com/watch?v=zqKjPEJgeDU And here’s the link to the 62 stocks that I recently reinvested in: https://www.investablewealth.com/reinvesting-in-these-stocks/...
-
Inevitable Sep/Oct Stock Market Crash?
Episode 338: The media narrative this month is that a September or October stock market correction is inevitable. Maybe…maybe not. ------------------------------------------------------
-
Tech Unwind is continuing to create opportunity in the ReOpening stocks
Episode 323: As we see the Markets sell off from the COVID19 Tech Unwind and rotation out of Stay-at-Home stocks, I’m buying the dip, and remain extremely optimistic about the ReOpening Trade. ------------------------------------------------------
-
My portfolio for a post-COVID stock market recovery
Episode 321: COVID 2nd Wave & Election volatility are hitting the markets again. So is this a time to panic or buy? I can’t tell you what to do, but in this episode I explain what I’m calling my COVID90 portfolio. These are the 90 individual stocks that I’ve purchased for the inevitable…
more -
Reasons for prudent investing during this VOLATILE transition
Episode 314: The Market has been incredibly resilient over the past month but I believe it could easily stumble into a rapid decline if investor sentiment turns sour. In this episode I discuss the rationale for prudent investing and give specific examples of why I recently purchasing Tyson Foods...
-
CRISIS Portfolio Re-balancing Strategy
Episode 311: In this episode I discuss how I’m planning to re-balance my portfolio to take advantage of what I believe will be an inevitable recovery. -----
-
COVID-19 spreads globally…Panic or Profit?
Episode 308: The Wuhan coronavirus COVID-19 is spreading outside of China. I’m not sure why that’s a surprise to anyone. But before you panic, let’s put things in perspective. COVID-19 is a virus, not Stage IV cancer. I viewed today’s volatility as a buying opportunity. Listen to find out why. -----
-
S&P 500 winning streak continues…will the next move be up/down 7%?
Episode 302: The S&P 500 closed above 3120 for the first time, continuing a six week winning streak. In this episode I’ll discuss the next 7% move, which could be either Up or Down. --------------------------------------------------------------
-
When to sell a stock? Walmart example
Episode 291: Determining when to sell a stock is one of the hardest decision for an investor. Regardless of the outcome, one always wonders if they’ve sold too early or too late. In this episode I’ll discuss my thoughts on when to sell and explain why I recently sold Walmart....
-
Special Dividends, Ex-Dividend & all things Dividends
Episode 283: I love dividend paying stocks, but the terminology can be very convoluted. In this episode I’ll discuss confusing terms like special dividends, ex-dividend date, record date and much more. -------------------------------------------------------------- The Robots are Coming: A Human's...
-
Too late to buy Intel, Google & Tech stocks?
Episode 263: FaceBook & Amazon gapped up nicely this week. So is it too late to buy the Tech sector? In this episode I’ll discuss my Tech holdings which include GOOGL, CSCO, INTC, IBM, RYT & CQQQ . Here’s a link to the episode about the THREE most important sectors of the economy:...
-
DOW dog Walmart back in favor
Episode 243: In this episode I review the portion of my portfolio that’s focused on contrarian value positions…many of which are “Dogs of the DOW”. Specifically I use Walmart as a historical reference as to why buying out-of-favor blue chip stocks is often a good strategy. The recent YouTube…
more -
Now overweight in Contrarian & Value stocks
Episode 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 behind International at 40%. Subscribe to my FREE Buy & Sell Alerts:...
-
Disney is still a buy!
Episode 233: Today I did something that I rarely do. I added to an existing stock position. Disney has been out-of-favor lately, but I think it’s still a good buy with near term upside potential of 15-20%. Video appearance on Nerd Stalker:...
-
Baristas out on their Keisters when Starbucks automates!
Episode 231: Currently my favorite robotic stock isn’t a high tech company like ABB, it’s Starbucks. I believe that over the short to near term, Starbucks will start implementing off-the-shelf robotic baristas that will drastically reduce headcount. This will not only improve profits but also...
-
International & Health Care sectors still strong
Episode 229: Portfolio review of how overweighting International and Health Care sectors has worked out over the past 5 months. For now I plan to hold these positions. -------------------------------------------------------------- The Robots are Coming: A Human's Survival Guide to Profiting in…
more -
STOP LOSS- I dont use it
Episode 227: I don’t use a stop loss as a risk mitigation strategy because I believe it’s a false sense of security. I’ve covered this a number of times, but people keep asking, so I’ll review my thoughts on the subject. As with everything discussed in my podcast series, I just share my opinions...
-
BREXIT-Twitter-Mortgage-Scams
Episode 225: Lightning round answers to common listener questions: How badly will BREXIT hurt England? Is Twitter a buy? Should I pay my mortgage off early? Is it a scam? [ spoiler…the answer is almost always YES ] TRADE FYI- closed the DNO oil short this week, I always blog about changes to my...
-
VERIZON: can you hear me now?
Episode 222: Discussion on the recent purchase of Verizon stock which involves anticipating breakouts and ignoring “media noise”. Comments on William O’Neil’s book How to Make Money in Stocks:...
-
Global & Value portfolio review
Episode 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. The position breakdown is 8 Global ETFs, 4 US Value (3 stocks & 1 EFT) and 3...
-
Market Resilience & BREXIT
Episode 193: Market turbulence following the BREXIT vote has subsided and the market enters the second half of the year about 1% off record highs. In this episode I’ll note how the “experts” got the BREXIT vote wrong and how they’ll likely get the outcome wrong as well....
-
Was America ever great?
Episode 187: The Presidential election is causing some to say, “make America great again”. Being a cynic, I have to ask, “Was America ever great?” Specifically I discuss the turmoil of the 1970s…things have always been screwed up. Study history and you’ll learn that the world is a troubled place...
-
Landmine stock strategy
Episode 186: In this episode I discuss my “landmine” stock strategy whereby approximately 30% of my portfolio is invested in 10 positions. -------------------------------------------------------------- 10 Wealth Building Principles…
more -
Blame it on TRUMP
Episode 185: In this episode: Today’s purchase of Swiss & Vietnam ETFs Global trade…Oil (Canadian wildfires & new Saudi Oil Minister); China remains SLOW Markets trading in a range but volatile within Sectors (lots of switchbacks)- G20 meeting & Trump Trump- my tin foil hat conspiracy theory...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Listen to independent money manager John Pugliano as he analyzes the stock market and discusses how he trades his portfolio and builds personal wealth. John has over 38 years investing experience, he's an entrepreneur, author, inventor and the founder of Investable Wealth LLC. Visit the podcast website at: www.wealthsteading.com
HOSTED BY
John Pugliano
CATEGORIES
Loading similar podcasts...