Buy Hold Sell, by Livewire Markets
Business:Investing
At some stages, many of us have suffered from some serious portfolio blues, confounded by a persistent sea of red. Meanwhile, the professionals have similarly had a rough time of it. As the benefits of the post-Global Financial Crisis bull market fade, many have posted negative returns for the first time in more than a decade.
So if you could, would you start from scratch?If the answer to that question is yes - you're in luck. In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Marcus Today's Henry Jennings for a full portfolio reset.
They share whether they would turn a fresh page if given the chance, the top three stocks they would want in each of these hypothetical portfolios, as well as the duds that are currently giving them grief that would be on their way out.
Plus, they share the macro headwinds that are still creasing their brows, as well as the sectors (and stocks) that they believe are still providing investors with compelling opportunities today.
Note: This episode of Buy Hold Sell was filmed on Wednesday 17th August 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/6-stocks-for-a-full-portfolio-reset-and-2-duds-to-avoid/
Buy Hold Sell: 6 cracking ASX-listed income funds
Buy Hold Sell: 6 small caps on the rise
How to uncover the next small-cap champions
Buy Hold Sell: 5 stocks for the reopening
Buy Hold Sell: 5 of your most searched stocks
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
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