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/
Stars and gripes: 2 standout stocks and a sector to avoid post US election
Buy Hold Sell: 5 stocks sailing on structural tailwinds
Buy Hold Sell: 6 Stocks for 10 years
2007 highs in sight, can it beat beaten and how to buy in
Buy Hold Sell: 5 ex-20 stocks on a high
Buy Hold Sell: 5 Livewire reader requests
4 beaten down sectors (and if now's the time to buy)
Buy Hold Sell: 7 stocks for offence and defence
Buy Hold Sell: 5 of the most traded stocks
Building a sustainable income portfolio
Buy Hold Sell: 6 sustainable dividend stocks
Buy Hold Sell: 5 ETFs for a strong core
Buy Hold Sell: 5 quality small caps winning market share
Tips for using ETFs in an investment portfolio
Rotate or stay? Playing the small cap rally’s next phase
Buy Hold Sell: 7 ETFs exposed to structural growth themes
Buy Hold Sell: 5 small caps chasing big markets
Buy Hold Sell: 5 of Livewire's most searched stocks
Buy Hold Sell: 4 outstanding results (and 2 shockers)
Buy Hold Sell: 5 Comeback Kings
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