The Weekly ROAR: QQQ Stealth Rally Has Massive Risks For Retirees. Will They Listen?
Don’t Gamble On ROI From AI. But that doesn't mean don't own equities.
I recently submitted an article to a publication that was not viewed to be in sync with their guidelines. It happens. But I felt so strongly about the message, rather than try to update it to fit a mold, I realized it was very much in line with what we try to do here at ETFYourself, where my most unfiltered material lives. That’s no different from anyone else on the Substack platform.
So I’m using that timely message as the main segment of today’s Weekly ROAR.
First, a quick reminder:
What are we trying to coach here?
Learn yourself as an investor - we are all different
Learn to invest for growth (“offense”) with greater understanding of how much risk you are taking.
Proactively add hedging mechanisms (“defense”) to the mix, in whatever manner and degree you prefer. Since that is de-emphasized, especially now, 17 years after the last true bear market ended.
Provide a set of tools (model portfolios), from simple-and-effective 2-ETF mixes to active stock portfolios, that you can use as a research reference, as a trade-by-trade guide, or as an outsourced/automated portfolio manager.
And, some added perks, like today’s live session on using a bond ladder to enhance long-term returns and lower risk. I’ll explain why it is the largest single segment of my own portfolio, then show you how to build one yourself.