Diversity With the Core & Satellite Investment Approach

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In today’s episode The MarketBeat podcast, Kate welcomes guest Sean Bonner, co-founder of Guild Financial, a self-directed financial education and investment platform with a special focus on the military community. Sean’s background as a portfolio manager and Navy officer informs his vision of the economy and his investment approach. In this episode, Kate and Sean discuss:
What is the role of the Fed in the current market environment?
How should investors rate the sectors they currently operate in?
What is the imminent economic threat that may arise?
How does the situation in Ukraine affect inflation?
How do agricultural products such as wheat, soybeans and sunflowers differ from oil and gas in terms of continued availability?
How are investors in Sean’s investment platform managing this current market uncertainty?
What are the most popular actions on the Guild platform?
How should investors rate momentum after the big setback this year?
What’s the difference between a good company at a fair price and a fair company at a good price?
What is the hidden danger of investing based on history, but ignoring valuation?
Why it is important to understand the business model and revenue generation of the companies you are tracking
What mistakes do investors make when it comes to diversifying their portfolios?
How to use broad-based ETFs for instant diversification
Why Sean likes the central / satellite methodology and how he suggests implementing it
As a “big navy” it is a good analogy for a core / satellite approach
Stocks and ETFs mentioned in this episode:
Teucrium wheat background (WEAT)
Apple (AAPL)
Rivian (RIVN)
iShares TIPS Bond ETF (TIPS)
Builders FirstSource (BLDR)
Southern Copper (SCCO)
Tractor Supply (TSCO)
Costco (COST)
Breakwave Dry Bulk ETF (BDRY)
Tesla (TSLA)
Financial guild
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