Podcasts about position sizing

Thank YOU! For all excellent questions! [00:00] Episode Highlights[03:00] Introduction and Milestone Celebration[06:00] Setting the Stage[08:00] Investment Philosophy and Starting a Career[10:00] Business Valuation Approaches[12:00] Essential Investment Skills[13:00] Portfolio Structure and Management[15:00] Position Sizing and Client Alignment[17:00] Investment Preferences and Strategy[21:00] Performance Lessons and the "No Zero Policy"[24:00] Holding Periods and Acquisition Experiences[27:00] Market Scenarios and Economic Context[32:00] Investment Strategy Evolution[35:00] Central Banking and Political Context[38:00] Personal Insights and Time Management[40:00] Daily Structure and Deep Work[42:00] Podcast Logistics and Guest Selection[44:00] Client Relationships During Volatile Times[46:00] Personal Perspectives on Optimism and Caution[48:00] Unlearning and Media Consumption[50:00] Book Recommendations[57:00] Life Lessons and Closing Thoughts[59:00] OutroPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts.00:33 Crossover Episode Announcement02:12 Chitchat Stocks Podcast Introduction03:50 Brett's Portfolio Breakdown36:48 Ryan's Portfolio Breakdown37:31 Portfolio Overview and Market Thoughts38:39 Detailed Portfolio Breakdown39:39 Investment Strategies and Philosophies41:26 New Positions: British American Tobacco and Adobe42:59 Position Sizing and Portfolio Management46:30 Discussion on Specific Stocks01:06:18 Home Builders and Market Outlook01:09:31 Final Thoughts and Watchlist*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Luke Moore and Peter Ward are joined by special guest Axel Rudolph, IG's Senior Technical Analyst and former chair of the Society of Technical Analysts. They dive deep into what may be the most overlooked yet critical aspect of successful trading: position sizing. Discover why even experienced traders can blow up their accounts, how to adapt your strategy during volatile markets, and practical approaches to risk management that could increase your staying power. Timestamps 00:00 Intro 02:37 Core theme: "It all boils down to risk and position sizing" 05:54 Why position sizing is overlooked: "Human nature... it all comes down to math" 10:59 Definition of risk per trade and percentage-based approach 21:53 Using ATR (Average True Range) to adjust sizing based on volatility 28:54 Warning against removing stops during volatile periods 36:40 Case study of account growth and losses due to poor sizing 44:52 Final takeaway: "Reduce, reduce, reduce" Remember to like and subscribe!Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 70% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money. Professional clients trading spread bets and CFDs can lose more than they deposit.Options and futures are complex instruments which come with a high risk of losing money rapidly due to leverage. They're not suitable for most investors. Before you invest, you should consider whether you understand how options and futures work, the risks of trading these instruments and whether you can afford to lose more than your original investment.Your capital may be at risk.

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:(03:20) Adobe's Historical Performance and Business Model(08:40) Understanding Adobe's Product Segments(16:10) Pricing Power and Customer Retention(17:55) The Impact of AI on Adobe's Business(32:01) Evaluating Adobe's Competitive Moat(34:59) The Risks of Switching Platforms(36:26) The Threat of Point Solutions to Adobe(38:06) Market Dynamics and Competitive Landscape(39:58) Valuation and Earnings Growth Projections(43:08) Analyzing Adobe's Financial Metrics(49:19) Investment Strategy and Position Sizing(53:44) Monitoring Performance and Future Outlook*****************************************************JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Proper position sizing is key to trading success. In this episode of The Trading Coach Podcast, we're going to discuss the different types of strategies that you can use & when is the best time to use them. If you're interested in learning how to trade please visit www.TierOneTrading.com Your trading Coach - Akil

On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss: (04:37) Brett's Portfolio Overview (07:38) Discussion on Cash Position and Holdings (10:36) Investment Strategies and Future Purchases (13:43) Concentration and Company Selection (16:44) Identifying Potential Exits (19:28) Watchlist and Future Opportunities (22:30) Deep Dive into OMAB (25:25) Evaluating Long-Term Potential (29:05) Comparative Analysis of Key Holdings (32:02) Transition to Ryan's Portfolio (35:11) Ryan's Portfolio Overview (38:14) Discussion on Ryan's Holdings (41:00) Investment Philosophy and Strategy (41:56) Position Sizing and Portfolio Management (47:00) Evaluating Individual Stocks: Philip Morris and Nelnet (53:40) Home Builders: Market Insights and Personal Experiences (01:06:38) Portfolio Reflections and Future Considerations ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this special Thanksgiving episode of the SMOT podcast, I want to take a moment to say thank you for being a dedicated listener. Wishing you and your family the very best this holiday season!Today, we're diving into a case study on options position sizing. I recently posted a video on YouTube where I compared the same trading strategy across different account sizes and allocations to see how position sizing can dramatically impact performance. In this episode, you'll hear the audio from that video.Here's the link: https://youtu.be/ThDgXklMG40If you're a visual learner, I've included a link to the YouTube video so you can check out the performance metrics in detail—it's only 12 minutes long!Before we jump in, a quick ask: If you're enjoying the SMOT podcast, I'd be thrilled if you left a review on Apple or Spotify. It takes just 30 seconds, and it means the world.Now, let's get into this case study on optimizing your options position sizing!Want to connect? Find me on LinkedIn or X:Eric O'Rourke: https://www.linkedin.com/in/jericorourke/Eric O'Rourke: https://twitter.com/OptionAssassinAfter that, join other listeners at https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts with clues to the where the market may be headed next. Also on the website, Alpha Traders Club is where I host my SPX Live Chat each day for trading SPX weekly options. We focus on the premarket data and levels, technical analysis, and options flow for trading high probability trades for weekly income. Here's the link: https://www.stockmarketoptionstrading.net/spaces/12282222Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice. PS:Updated options trading research now available in the SPX Income Masterclass geared towards beginners with small accounts and for those who don't want to watch the market all day. The strategies included in this Lifetime Access and Updates course are mechanical in nature and lend themselves to automated trading which is also discussed in the course. Here's the link to the SPX Income Masterclass:https://www.stockmarketoptionstrading.net/spaces/4688450

We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions.SponsorsLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesRuminating on Asset Allocation by Howard Marks—Oaktree CapitalMichael E. Porter—Harvard Business SchoolThis Is Strategy by Seth Godin—Simon & SchusterVictor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor PerspectivesStatic vs Dynamic Asset Allocation; Victor Meets the Boglehead—Bogleheads.orgTim Cook on Why Apple's Huge Bets Will Pay Off By Ben Cohen—The Wall Street JournalRelated Episodes491: The Five Layers of Investing451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market420: Does a 60/40 Balanced Portfolio Still Work?397: How To Invest Based on CyclesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Subscriber-only episodeSend us a textConscious Trading AcademyTransform Your Mind. Master Your Trades - Memberships & Courses now availableFriendly Bear DiscordJoin The Friendly Bear Discord (message a mod for trade floor channel access)David's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Cobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformDilution TrackerClick the link and get 10% off of Dilution TrackerEdgeToTradeUse coupon code FRIENDLYBEAR15 for 15% off EdgeToTrade, the financial research platform for tradersTraderSyncUse coupon code FRNLYBR for 15% off monthly, 55% off yearly for TraderSync trading journal software TradeIdeasUse coupon code FRIENDLYBEAR for 15% off TradeIdeas real-time data stock scannerFlashSECClick the link and get 15% off 12 months of FlashSECTC2000Click the link to get $25 off TC2000 servicesOrtexORTEX brings you the most timely and accurate Short interest data availableFlash ResearchUse coupon code FB15 for 15% off Premium. Find your edge with the best stock analyzer AskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsKinfoUse coupon code FRIENDLYB106728 for 10% off Kinfo PRODisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "stable assumptions", and when to not trust an operator, among much more!  Find out more about Sidecar Investor here and follow him on Twitter @sidecarcap The Mentioned Memo on Home Depot can be found here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (3:57) — Early Examples of Partnering with Great Managers (9:05) — Importance of Managers vs. Moats (15:13) — Owner Operator Companies Upside and Potential Downfall (17:52) —  How Much Can You Trust a Manager (26:47) — Diversification vs Resiliency (30:19) — Lessons in Investing, Valuation, and When to Sell (35:19) — Position Sizing and Holding (40:21) — Macro Role, Capital Intensity, and Moats (51:45) — Sourcing Ideas (58:26) — Gaining and Losing Confidence in Management Teams (1:03:38) — Assumptions, Conservatism versus Accuracy (1:08:40) — Learnings and What Businesses Should People Study More -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

A review of 4 different position sizing strategies that you can implement in your trading plan. Please visit www.TierOneTrading.com if you're interested in learning how to become a consistently profitable trader. Your trading Coach - Akil --- Support this podcast: https://podcasters.spotify.com/pod/show/thetradingcoachpodcast/support

Subscriber-only episodeSend us a Text Message.Conscious Trading AcademyTransform Your Mind. Master Your Trades - Memberships & Courses now available.Friendly Bear DiscordJoin The Friendly Bear Discord (message a mod for trade floor channel access):ZimtraSign up for Zimtra through the link provided for the best possible dealCobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformDilution TrackerClick the link and get 10% off of Dilution TrackerEdgeToTradeUse coupon code FRIENDLYBEAR15 for 15% off EdgeToTrade, the financial research platform for traders.TraderSyncUse coupon code FRNLYBR for 15% off monthly, 55% off yearly for TraderSync trading journal software TradeIdeasUse coupon code FRIENDLYBEAR for 15% off TradeIdeas real-time data stock scannerFlashSECClick the link and get 15% off 12 months of FlashSECTC2000Click the link to get $25 off TC2000 servicesOrtexORTEX brings you the most timely and accurate Short interest data available.Flash ResearchUse coupon code FB15 for 15% off Premium. Find your edge with the best stock analyzer. AskEdgarThe new standard for researching SEC filings for traders.KinfoUse coupon code FRIENDLYB106728 for 10% off Kinfo PROCenterpointFree commissions for 60 days when signing up through linkDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Buffer ETFs protect against the downside while capping the upside. We examine them closely to see if they are worth it.Topics covered include:How buffer ETFs are structured and some current examplesHow buffer ETFs have performed over the past five yearsWhat are the risks of buffer ETFsHow loss aversion and narrow framing contribute to the popularity of buffer ETFsAre buffer ETFs worth it and what are some alternative strategies that could be used insteadSponsorsShopify NetSuiteInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesBlackRock Enters Booming Market for Stock ETFs With a 100% Hedge by Emily Graffeo—BloombergNew Stock ETF Offers 100% Hedge as Buffer Funds Nab $46 Billion by Emily Graffeo—BloombergThe Dynamics of Defined Outcome Exchange Traded Funds by Luis García-Feijóo and Brian Silverstein—SSRNMonetizing Loss Aversion for Fun and Profit—Paul KedroskyThirty Years of Prospect Theory in Economics: A Review and Assessment by Nicholas C. Barberis—Journal of Economic PerspectivesProspect Theory: An Analysis of Decision Under Risk by Daniel Kahneman and Amos Tversk—ECONOMETRICAInvestments MentionedInnovator U.S. Equity Ultra Buffer ETF - January Series (UJAN)Innovator U.S. Equity Ultra Buffer ETF - June Series (UJUN)iShares Large Cap Max Buffer Jun ETF (MAXJ)Innovator U.S. Equity Accelerated 9 Buffer ETF (XBJL)SPDR S&P 500 ETF Trust (SPY)Related Episodes465: Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emotions460: Should You Be Invested 100% in Stocks Before and During Retirement? A Recent Study Says Yes. 451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market394: How to Get Better at Risk Taking321: How to Analyze Complex InvestmentsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It turns out there are LOTs of reasons why you might deviate from a rational position size when you trade.  There has never been a professional trader in history who has not followed a consistent position sizing regimen, so listen up.  We have to get this demon out of you, regardless of what your reason might be.   #TradingPsychology   Maverick Links   Click Here To Learn More about Maverick Forex Trading:  URL: https://maverickfx.com/application-3-a/?utm_source=vpyt   Click Here To Learn More about Maverick Currencies: URL: https://maverickcurrencies.com/application-3-a/?utm_source=VPPodPsych   Click Here To Learn More about Maverick Trading's Stock/Options Division: URL: https://mavericktrading.com/application-3-a/?utm_source=VPPodPsych   Maverick Trading YouTube Channel: https://www.youtube.com/@mavericktrading   Robb's Flat Earth Trading Society https://www.youtube.com/@FlatEarthTradingSociety   No Nonsense Forex Links   VP's Trading Psychology Book https://nononsenseforex.com/forex-psychology-book/   Recommended Crypto Trading Platform (Bonus and Contest Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Markets.com Blog (Other top FX Broker)- https://nononsenseforex.com/uncategorized/markets-com-review/   US Residents Go Here (Top US FX Broker)- https://nononsenseforex.com/uncategorized/ig-us-review/   Follow VP on Twitter https://twitter.com/This_Is_VP4X   The hosts of this podcast are not licensed financial advisors, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading anything involves risk.  Losses can exceed deposits.  

My guest today is Pieter Slegers. He is the writer behind the widely popular newsletter Compounding Quality. He lives in Belgium, and used to work for a Belgian Asset Manager. His hobbies are running (he ran his first marathon last year), lifting weights and reading books. Pieter is a co-author with Luc Kroeze of a recently published book The Art of Quality Investing: How to Invest in the Best Companies in the World. It's Pieter's second appearance on the show, I highly recommend looking up his earlier episode. We talk about the importance of simplicity and understanding the business model in quality investing. My guest discusses how quality companies with reinvestment opportunities and pricing power are the most favorable investments. Pieter shares that holding quality stocks for long periods requires patience. We also talk about how growth and pricing power are crucial factors in the long-term success of businesses. My guest emphasizes that investors should focus on the journey and the potential for long-term returns. We discuss that management's capital allocation skills and alignment of incentives are important factors to consider. Pieter shares quantitative criteria for evaluating companies, such as a healthy balance sheet, high free cash flow conversion, and attractive growth. We talk about portfolio construction, including position sizing and knowing when to sell stocks. Stay tuned until the end to hear my guest share what we should focus on considering quality investing. 05:00 Introduction and Meeting the Co-Author 14:13 The Importance of Simplicity and Understanding 20:08 The Global Opportunity and Diversification 30:20 The Importance of Growth in Quality Investing 36:33 The Significance of Pricing Power 51:19 The Significance of Management in the Investment Process 01:02:43 Quantitative Criteria for Evaluating Companies 01:06:52 Portfolio Construction and Position Sizing 01:19:58 The Principles and Strategies of Quality Investing Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Financial risk management - what it means, and what you can do about it.   What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, Asset Allocation, Position Sizing, Risk Management Psychology: loss aversion The Cost of risk   Financial Risk Management Article: https://www.investopedia.com/terms/r/riskmanagement.asp   We tackle these questions on this episode of Through The Pines…   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging berries, this is Through the Pines… On this episode we explore what to do when receiving an inheritance   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -   Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2024   #podcast #money #wealth #retirement #financialplanning #finances #insurance #risk #riskmanagement

Financial risk management - what it means, and what you can do about it.   What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, Asset Allocation, Position Sizing, Risk Management Psychology: loss aversion The Cost of risk   Financial Risk Management Article: https://www.investopedia.com/terms/r/riskmanagement.asp   We tackle these questions on this episode of Through The Pines…   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging berries, this is Through the Pines… On this episode we explore what to do when receiving an inheritance   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -   Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2024

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing (35:28) Summary of Druckenmiller's Investment Philosophy (36:59) Being Asset Agnostic: Learning About Different Asset Classes (40:19) Thinking in Probabilistic Scenarios and Waiting for a 'Fat Pitch' (45:20) Considering Future Potential and Not Just Current Earnings (48:05) Paying Attention to Geopolitical Events and Other Factors (53:51) Comparing Druckenmiller's Philosophy to Buffett's (01:02:41) Finding Your Own Investment Approach ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research  Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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In this episode, Roshan and Adrian explore Peter Lynch's 25 golden rules for investing, starting with a discussion on research and speculative investing pitfalls. They delve into Lynch's timeless principles, highlighting the importance of understanding companies and industries, and contrarian strategies. They offer valuable insights for investors of all levels, concluding with a reflection on the correlation between company success and stock performance, emphasizing informed decision-making in the investment world. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing Chapters 00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules 02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work 06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts 11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market 13:44 Behind Every Stock is a Company, Find Out What It's Doing 21:42 Know What You Own and Why You Own It 24:39 Long Shots Almost Always Miss the Mark 25:04 Long Shots and Risk-Reward 26:40 Owning Stocks and Position Sizing 27:22 Diversification and Concentration 28:21 Finding Attractive Companies 29:47 Understanding Company Finances 33:47 Investing in Troubled Industries 44:36 Waiting for Small Companies to Turn Profitable 48:57 Avoiding Hot Stocks and Industries 51:29 Investing in Troubled Industries All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

In this episode, we talk about risk management and position sizing in forex trading Thanks for joining us for this week's Trader Coffee Break. To learn how to trade the right way without getting your fingers burned, check out our RISK-FREE training and trader education platform where you can watch Jason & Akil trade and get access to all the tools you need to be successful HERE: https://tieronetrading.com/free ]Connect with the hosts on social media:

Have you got what it takes to make it as a day trader? Find out at My Investing Club! More details at https://myinvestingclub.com/webinar-home-2/ My Investing Club City: San Jose Address: 979 Story Road Website: https://myinvestingclub.com

In this episode, Brian Montes discusses the importance of position sizing in swing trading. Position sizing refers to the allocation of capital to each trade based on risk tolerance and trade strategy. It is crucial for both new and experienced traders in various trading styles. Proper position sizing helps manage risk, protect trading accounts from significant losses, and optimize the risk-reward ratio. Strategies for effective position sizing include using a fixed dollar amount, percentage risk, or volatility-based method. Additionally, position sizing plays a significant role in managing emotions and trading with confidence. Episode Takeaways: Position sizing is essential in swing trading to allocate capital effectively. Proper position sizing helps manage risk and protect trading accounts from significant losses. Balancing risk and reward is crucial in position sizing to optimize the risk-reward ratio. Strategies for effective position sizing include fixed dollar amount, percentage risk, or volatility-based methods. Looking for education and coaching -> https://disciplinedtradersacademy.podia.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/brian-montes5/message

An often overlooked part of trading is a trader's position sizing & risk management strategy. In today's episode of The Trading Coach Podcast we're going to talk about some alternative methods that you can use & how they can have an effect on your trading psychology. If you're new or find yourself stuck in your trading make sure you check out our educational resources & get yourself back on track. - https://tieronetrading.com/ Your Trading Coach - Akil --- Send in a voice message: https://podcasters.spotify.com/pod/show/thetradingcoachpodcast/message Support this podcast: https://podcasters.spotify.com/pod/show/thetradingcoachpodcast/support

Embark on 'The Road to Trading Triumphs' with this session on mastering the 8 essential skills for trading success! Join us for an insightful journey into the world of trading mastery.

Guest: Garth Mackenzie | Founder & Editor of TradersCorner.co.zaSee omnystudio.com/listener for privacy information.

Episode 4 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Matt Klein from Nascent talking about the state of the market and expands on his theory of the two ways to make money in crypto. Follow Matt: https://twitter.com/mattyklein_ Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice. Timestamps: 0:00 Matt's Crypto Background 3:14 How Nascent Makes Money 11:44 ETHBTC Outlook 17:08 Two Ways to Make Money 22:28 Problems with MKR 28:37 Position Sizing & Risk Management 35:17 Crypto as a Reflexive Asset 38:30 Underowned Crypto Sectors 44:42 How to be Early & be Right 48:02 Alameda Story 53:29 Rapid Fire Questions

Why investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present.Topics covered include:Why Howard Marks told institutional clients to sell stocks and buy high-yield bonds insteadThe contractual agreements comprising bonds, leveraged loans, and preferred stock give them an advantage relative to common stocksHow preferred equity exhibits attributes of both bonds and common stocksWhat is the expected return and risks for high-yield bonds, leveraged loans, and preferred stockHow do we invest in these three asset typesSponsorsDelete Me - Use code David20 to get 20% off- To get 20% off Delete Me go tohttps://joindeleteme.com/david20 and use Code David20Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo CodeShow NotesSea Change - Memo by Howard MarksFurther Thoughts on Sea Change - Memo by Howard MarksInvestments MentionedSPDR Bloomberg High Yield Bond ETF (JNK)iShares iBoxx High Yield Corporate Bond ETF (HYG)Invesco Senior Loan ETF (BKLN)iShares Preferred Stock ETF (PFF)Virtus Seix Senior Loan ETF (SEIX)DoubleLine Flexible Income Fund (DFLEX)BlackRock Debt Strategies Fund (DSU)Barings Corporate Investors Fund (MCI)Related Content397: How to Invest Based on Cycles451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market423: A “Safe” 6% Yield: The Case for Investment Grade CLOsHow to Invest in Closed-End FundsMoney for the Rest of Us Closed-End Fund CourseSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our allocation to risky assets should vary based on the expected return, volatility, risk aversion, and how much we can earn risk-free. That means we should be taking less risk right now. Listen to learn why.Topics covered include:Why there are so few billionairesWhy the hedge fund Long Term Capital Management implodedWhy how much to invest is more important than where to investHow the Merton share formula can assist with determining what percent of our wealth to invest in risky assetsWhy are expected outcomes so much greater than the median outcome and why it matters to our investingSponsorsDelete Me - Use code David20 to get 20% off - To get 20% off Delete Me go to https://joindeleteme.com/david20 and use Code David20Masterworks – invest in contemporary artMasterworks Disclosure:“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesHow to avoid a common investment mistake - Buttonwood - The EconomistThe Missing Billionaires: A Guide to Better Financial Decisions by Victor Haghani and James WhiteMoney For the Rest of Us List of Most Influential BooksCharles Feeney, Who Made a Fortune and Then Gave It Away, Dies at 92 - New York TimesElm Partners Coin Flip ExerciseEvaluating gambles using dynamics - O. Peters and M. Gell-Mann Related Content250: Investing Rule One - Avoid RuinWhy You Should Rebalance Your Portfolio196: How to Survive FinanciallySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode 1 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets (not VCs). Today we have Eric Qiu from CMSHoldings. Eric's Twitter: https://twitter.com/cmspeary 0:00 Intro to Eric 1:15 BTC vs Alts 4:10 Liquid Markets vs VC 7:50 Understanding Edge & EV 10:08 Buying Hated Coins like MKR 20:15 Thoughts on RWAs 23:50 Regulatory Risks 26:55 How Unlocks Affect Markets (dYdX) 32:19 Time Horizon & Risk Hedging 36:55 Position Sizing & Leverage 39:45 Most Common Mistakes 41:39 Getting Over Bear Market PTSD 44:14 Trading Sentiment 46:30 Denominating Net Worth in BTC or ETH? 48:29 Catalyst for the Next Bull

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Download These 3 Free Gifts Right Now at https://www.10minutestocktrader.com 1. The Triple Stock Profit System e-Book 2. The "How To Find 100%+ Winners" Free Training 3. The Bullish Power Cheat Sheet Check the following link to find out more about position sizing, you need to check out: https://www.10minutestocktrader.com This video is presenting position sizing but also tries to cover the following subject: -position sizing and risk management -what is position sizing -position sizing explained Position sizing is certainly something that intrigues you and other people so I made this video about this topic. Now that you have watched my video regarding position sizing has it helped? My Name is Christopher Uhl and I'm an Award-Winning Trader, Entrepreneur, Author, Podcaster, Speaker, and Coach who partners with entrepreneurial traders and everyday investors looking to get ahead around the world to help them change their financial futures. Follow these steps to get started on your journey to becoming a 10-Minute Trader too! Step #1: Get the 100% FREE secret weapon that investors all over the world are using to start changing their financial future here: https://www.triplestockprofits.com Step #2: Want to See How We Use Artificial Intelligence To Get Win Rates As High as 90%, Without Wasting Any Time on Useless and Obsolete Technical Analysis... Go Right Now to https://www.finclub.ai and see for yourself how they take the guesswork out of trading! Step #3 Do you have the premier options, trading broker? If you have any other brokers, I want you to stop and go to https://www.trytastyworks.com right now. I have an incredible offer for you, just sign up for a FREE account with Tastyworks using offer code 10MINUTE and I will give you nearly $1,500 in FREE bonuses just for creating a FREE account! It doesn't get any easier than that! Step #4 This Is The BEST Charting Platform I've Ever Used, Get 15% (or more!) Off Your First Year! TRENDSPIDER - The Future of Trading Software https://trendspider.10minutestocktrader.com Step #5 Get A FREE Copy Of The Book I Use As My Business Plan To Grow From Zero to Seven Figures... Expert Secrets - Find Your Message, Build A Tribe, And Change The World... https://expertsecrets.10minutestocktrader.com For more information please visit: https://www.10minutestocktrader.com/legal

Download These 3 Free Gifts Right Now at https://www.10minutestocktrader.com 1. The Triple Stock Profit System e-Book 2. The "How To Find 100%+ Winners" Free Training 3. The Bullish Power Cheat Sheet To learn about Risk Management you need to click: https://www.10minutestocktrader.com This video is showing Risk Management valuable information but also tries to cover the following subject: -risk management approaches -risk management process -types of risk management Something I discovered when I was researching info on Risk Management was the lack of appropriate information. Risk Management however is an subject that I know something about. This video therefore should matter and be of interest to you. If you were looking for more details about risk management approaches or risk management processes did this video assist? Possibly you would like to comment listed below and let me know what else I can help you with or details on Risk Management. My Name is Christopher Uhl and I'm an Award-Winning Trader, Entrepreneur, Author, Podcaster, Speaker, and Coach who partners with entrepreneurial traders and everyday investors looking to get ahead around the world to help them change their financial futures. Follow these steps to get started on your journey to becoming a 10 Minute Trader too! Step #1: Get the 100% FREE secret weapon that investors all over the world are using to start changing their financial future here: https://www.triplestockprofits.com Step #2: Want to See How We Use Artificial Intelligence To Get Win Rates As High as 90%, Without Wasting Any Time on Useless and Obsolete Technical Analysis... Go Right Now to https://www.finclub.ai and see for yourself how they take the guesswork out of trading! Step #3 Do you have the premier options, trading broker? If you have any other brokers, I want you to stop and go to https://www.trytastyworks.com right now. I have an incredible offer for you, just sign up for a FREE account with Tastyworks using offer code 10MINUTE and I will give you nearly $1,500 in FREE bonuses just for creating a FREE account! It doesn't get any easier than that! Step #4 This Is The BEST Charting Platform I've Ever Used, Get 15% (or more!) Off Your First Year! TRENDSPIDER - The Future of Trading Software https://trendspider.10minutestocktrader.com Step #5 Get A FREE Copy Of The Book I Use As My Business Plan To Grow From Zero to Seven Figures... Expert Secrets - Find Your Message, Build A Tribe, And Change The World... https://expertsecrets.10minutestocktrader.com For more information please visit: https://www.10minutestocktrader.com/legal

A question came in from one of our community members Mark Cass. He uses progressive exposure (increases size when things are working, decreases size when they're not). He starts with 1/4 positions and asked if it would make sense to start with even smaller 1/8 positions. There's several questions we can ask to help Mark come up with the answer that will be best for him. 1. What's his financial objective? (what is he trying to accomplish with smaller positions?) 2. What measurements trigger scaling up? 3. How quickly do scale-ups happen? 4. How quickly do scale-downs happen? 5. Does he have a journal where we can go back and see how tweaks would have affected prior trades? Check out the Trading Mindwheel Virtual Conference: https://www.youtube.com/live/Sy3dpjqx... Order the Trading Mindwheel book: tradingmindwheel.com WANT TO GET COACHED LIVE ON A FUTURE SHOW?? BOOK A TIME HERE: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/marawealth-mike/morning-coffee-w-mike⁠⁠⁠⁠⁠⁠⁠⁠⁠ The show aims to talk with you daily, Monday through Friday, and give you tangible advice to help you with your trading. We go live daily on Instagram at 9:30 am EST. The best help you can get is one on one, face-to-face. Come on to the show. Live on Instagram, Facebook, Twitter, and YouTube. Let's talk! Follow on Instagram: https://www.instagram.com/michaelglamothe/ Follow on Facebook: https://www.facebook.com/MaraWealth Follow on Twitter: https://twitter.com/MichaelGLamothe Follow on YouTube: https://www.youtube.com/@MaraWealth

There are many ways of controlling risk within trading. In this episode Dan and Tracy explore position sizing as a way to control risk. Why is it important, how does it differ from other risk management. These are a few of the questions answered in this episode. Also stick around for the entire episode to learn about a giveaway for the end of April. #DrawThis podcast is designed to help new and struggling traders navigate the non technical aspects of trading to overcome the obstacles that may be holding you back from success and consistency.Reach out to either host:dan@reallifetrading.comtracy@reallifetrading.comIf you would like to be on the show you can submit your request here: https://forms.gle/d3DvZXNVBfrgkszP7To learn more about who we are and what we do, go to https://www.reallifetrading.com/podcast-pivot

The core skills that new traders need if they want to be consistently profitable are: 1. Mindset 2. Journaling 3. Analysis 4. Risk and Position Sizing …we discussed these four on today's show. There are EIGHT in total and are discussed deeply in my new book “The Trading Mindwheel” available for pre-order everywhere. After you pre-order, submit your receipt to tradingmindwheel.com for some really great bonuses! WANT TO BE ON A FUTURE EPISODE?? BOOK A TIME HERE: https://calendly.com/marawealth-mike/morning-coffee-w-mike The purpose of the show is to talk with you daily, Monday through Friday, and give you tangible advice to help you with your trading. We go live daily on Instagram at 9:30am EST. The best help you can get is one on one, face-to-face. Come on the show. Live on Instagram, and let's talk! Follow on Instagram: https://www.instagram.com/michaelglamothe/

This week's guest is Luke Wolgram. He is the most accurate investor according to Tip Ranks and during our conversation he shares his investing journey and philosophy, the benefits of Micro Caps, how he finds ideas, managing a portfolio and position sizing. Lastly he shares why Autpartn ($APR) a polish automotive parts distributor is an interesting idea. [0:00] Who is Luke Wolgram [4:00] Luke's Investing Journey [8:00] Investing Philosophy [12:00] Why invest in Micro Caps? [16:40] Finding Ideas [19:30] Autopartn ($APR) [23:00] APR's Unit Economics & Distribution Chain [30:00] APR's Risks [34:00] Position Sizing and selling [38:00] Shorting TTCF [46:00] Options Selling [51:00] Taking the CFA [54:00] Long Term Goals [57:00] Whitehaven Coal ($WHC) [1:00:00] More from Luke and Closing Questions If you like what you heard, go follow Luke on Twitter @LukeWolgram. Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive --- Support this podcast: https://anchor.fm/valuehive/support

While we always aim to stay small with our position sizing, what is actually “small” is always a relative term in relation to account size. Generally speaking, we like to keep defined-risk strategies to 1-5% of our accounts, and undefined-risk strategies to 3-10% of our accounts. However, it's worth nothing that smaller accounts ($20k or less) have to accept larger position sizes, while larger accounts ($100k or more) can more easily shrink all position sizes.

While we always aim to stay small with our position sizing, what is actually “small” is always a relative term in relation to account size. Generally speaking, we like to keep defined-risk strategies to 1-5% of our accounts, and undefined-risk strategies to 3-10% of our accounts. However, it's worth nothing that smaller accounts ($20k or less) have to accept larger position sizes, while larger accounts ($100k or more) can more easily shrink all position sizes.

Some investors think the fewer positions you own, the cooler you are. Vitaliy recalls meeting investors at a conference years ago that had less than 8 stocks in their portfolios. Unfortunately, the financial crisis put them out of business. In this... The post Position Sizing: How to Construct Portfolios That Protect You – Ep 160 appeared first on The Intellectual Investor.

Some investors think the fewer positions you own, the cooler you are. Vitaliy recalls meeting investors at a conference years ago that had less than 8 stocks in their portfolios. Unfortunately, the financial crisis put them out of business. In this podcast, Vitaliy explores the tricky subject of position sizing, and how IMA uses first principles to build a resilient collection of businesses. You can read this article online here: https://contrarianedge.com/position-sizing-how-to-construct-portfolios-that-protect-you/