When Is It Time To Buy ARKK ETF Again?

Steady Wealth Podcast

When Is It Time To Buy ARKK ETF Again?

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The exchange traded fund ARKK is one that many people are familiar with. Unfortunately, it’s also one that isn’t doing particularly well right now. It’s down about 60% from last year, and 80% from it’s high. So, let’s look at what broader economic environment we need before it’s worthwhile again. To put it simply, we need a market environment that’s much more friendly in terms of money availability.

Liquidity is one of the biggest problems we face in the market right now. With interest rates having gone up over 2,000%, we are not at a point where investors are happy to buy ETFs. Now, we don’t necessarily need feds to cut interest rates, but we do need them to stop raising them and acknowledge the issues happening in the economy. If they do stop raising interest rates, we expect to see an initial rally followed by a decline, then a rate cut. At the end of the day, it’s liquidity in the system that will make ARKK ETFs worthwhile again.

What You’ll Learn:

• What the fundamentals of valuation are.
• What liquidity means in terms of money availability.
• What quantitative tightening means.
• And much more!

Favorite Quote:

“At the end of the day, these stocks need an environment more conducive to risk taking.” -Serge Berger

How to Create Portfolio Income

Steady Wealth Podcast

How to Create Portfolio Income

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Things look pretty ugly across the board. It’s something Serge was forecasting as far back as spring 2021. Over the past couple weeks, Serge has seen people start to wake up to the fact that the market is bottoming out. People are scared, and they want to know what to do. One concerning trend that Serge has noticed is that people’s portfolios are largely made up of non-yielding assets. People are slowly realizing that we’re in a different market environment where the need for yield is more important. So, what do we do?

There are different ways to generate yield in different markets, but one thing is for sure, you have to have a well structured portfolio. Now is the time to consider bonds as you can get risk free about 4.2% on a 2-year note. Utilities are another great option, as long as you keep in mind that they are still stocks. Of course, you can sell calls against stock, but while that lowers volatility, it’s not complete protection. Try to diversify across different asset classes, such as stocks, fixed income, and commodities.

What You’ll Learn:

• Why bonds are a good idea.
• What it means to have a well structured portfolio.
• How utility stocks stack up against the S&P.
• And much more!

Favorite Quote:

“It’s important to have yield, not just growth.” -Serge Berger

Investors Are Still Too Bullish

Steady Wealth Podcast

Investors Are Still Too Bullish

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Seasonal patterns are a real thing, and the autumn market fears are in full swing. There are just parts of the year where, on average, it just doesn’t pay to be doing anything. That’s not to say the market is about to crash, or that no one is bearish, but individual investors are definitely still too bullish. It could be because we just had a 12 year bear market in equities, but individual investors are still very complacent. Their lack of fear may be because what’s truly going on in the market hasn’t reached headlines yet.

We haven’t seen a single headline of any major company getting into serious trouble, or of funds blowing up. While it’s true that retail investors don’t have as much power to move markets, we can’t deny that over the past few years they have allocated close to a trillion dollars, mostly into risk assessments like equities. In addition, the headlines over the last couple of years have touted the rise of the individual investor. With liquidity being reduced, the global economy stalling quickly, and markets freezing up, it’s not too late to de-risk however.

What You’ll Learn:

• What the AAAI survey looks at in the market.
• What it means to be an indexer.
• What the Apple stock can teach us.
• And much more!

Favorite Quote:

“Stock markets crash when they’re over sold, not when they’re over bought.” -Serge Berger

Why You Need Trading and Investing Buckets

Steady Wealth Podcast

Why You Need Trading and Investing Buckets

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Whether you’re a full time or part time trader, whether you’re just getting started or have been doing this for years, the following topic is fundamentally important. It’s amazing how little is being discussed about having different trading and investing buckets. There will obviously be different strategies based on the time frame you’re looking at. We all know day trading is vastly different from investing.

Serge recommends three different buckets. Bucket one would be for day trading, bucket two for swing trading, and bucket three for investing. In essence, each bucket is its own account. The reason for this is because without this separation, you have no clue where the risks are in your portfolio, and you don’t know where the performance is coming from. If you’re interested in more tips like this, head over to thesteadytrader.com and sign up for the free daily email.

What You’ll Learn:

The psychology behind having different buckets.

The difference between trading and hedging.

How to decide how much to allocate to each bucket.

And much more!

Favorite Quote:

“There is lots of psychology involved in trading and investing.” -Serge Berger

Should You Trade?

Steady Wealth Podcast

Should You Trade?

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Whether you are new to the market, or you’ve been in it for many years, you likely find yourself asking the same question. That question is, should you trade? Now, we’re not talking about whether a trade is good or bad in general, we’re talking about whether trading is appropriate for you specifically. To answer this question, we need to look at a couple of things, such as why you’re trading to begin with.

One of the worst reasons you can get into trading is that you need money. This puts you in a state of desperation or greed, and neither of those states allow you to be patient or objective. If you’re trading for a valid reason, it’s still imperative to understand that trading is serious business, and should be treated as such. For those serious about trading, visit thesteadytrader.com and sign up for our newsletter for daily tips and tricks.

What You’ll Learn:

• The pros of trading.
• The cons of trading.
• How much of your net worth you should be trading with.
• What one of Serge’s favorite strategies is.

Favorite Quote:

“Trading and investing is a very serious endeavor.” -Serge Berger

Is It Time To Buy Bonds?

Steady Wealth Podcast

Is It Time To Buy Bonds?

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The bond market isn’t really on the radar of retail investors. What has caught people’s attention is that portfolios are down. With the bond market being much bigger than the equity market, is now the time to buy bonds? Most retirement plans have bonds, with the general suggested allocation being 60% equities to 40% fixed income, adjusting with age. Whether issued by the US treasury or a corporation, chances are bonds are already a part of your portfolio. While it’s difficult to answer this question with a straight yes or no, Serge can make a good case that it is, if you focus on the right part of the yield curve.

We can all agree that the economy is slowing, but you have to consider that it doesn’t turn on a dime. The Fed is doing the largest financial tightening move in recorded history, and many are asking why bonds haven’t rallied yet. It has to do with the volatility of the market. The hawkish tone of the Fed has scared people away from the bond market. Serge thinks this is about to change, possibly over the next quarter. If we keep our eye on the 10-year part of the yield curve, Serge thinks it very well could be a buy year. If you’re interested in daily investment update videos, sign up at thesteadytrader.com.

What You’ll Learn:

• How your portfolio should change as you age.
• What the yield curve is and why it’s important.
• When we can expect volatility to come back down.
• And much more!

Favorite Quote:

“The Fed is doing the largest financial tightening move in recorded history.” -Serge Berger

Has the Stock Market Bottomed For 2022

Steady Wealth Podcast

Has the Stock Market Bottomed For 2022

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The question on every trader and investor’s mind as we head into autumn is, has the stock market bottomed? Both for 2022, and in general. We’re going to paint a good picture for perspective, because you can’t just ask what to buy and sell without having a good overall perspective. In Serge’s opinion, we’re just about to head into the second half of the bear market ballgame, with a focus on economic deterioration.

Both Europe and the US are seeing very poor consumer confidence. We do still see people spending with inflation on the rise, but it’s important to understand that consumer spending doesn’t turn around on a dime. By the end of the year, we’ll probably see a sharp downturn. This trend will also affect the housing market pretty drastically. To stay on top of these trends and new ones as they arise, make sure to sign up for the free newsletter at thesteadytrader.com.

What You’ll Learn:

• What an actual economic downturn looks like.
• What the average S&P return is and what it is currently.
• How Covid impacted the stock market.
• What the ISM manufacturing index is.

Favorite Quote:

“One of my goals in this show is to make economic data not sound boring.” -Serge Berger

How to Identify Changes in Macro Trends with Casey Stubbs

Steady Wealth Podcast

How to Identify Changes in Macro Trends with Casey Stubbs

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Consistency is key, and the host of the How To Trade It Podcast, Casey Stubbs, is here to share why. First, you have to be able to define consistency as it relates to trading. For Casey, it means having a very clear process, and following it day in and day out. He tends to grade himself on how consistent he was over the actual outcome. With a long term plan, as long as you’re consistent, you’re going to see improvements.

That’s not to say that different markets won’t change the way you trade. That also doesn’t mean you swing at every pitch. Pass on everything until what you’re really looking for comes along, and then attack it with consistency. When trading, it’s just you and that’s it. You have to hold yourself accountable. It takes integrity to stick to your process.

What You’ll Learn:

• Why consistency should be a top priority for traders.
• How to identify changes in macro trends.
• Why patience is a cornerstone to trading success.
• And much more!!

Favorite Quote:

“You can’t be consistent in a series of desperation.” -Casey Stubbs

How to Connect:

To learn more about Casey and his podcast, visit Trading Strategy Guides.

Top 3 Investor and Trader Mistakes and how to Fix them quickly with guest Brian Terry

Steady Wealth Podcast

Top 3 Investor and Trader Mistakes and how to Fix them quickly with guest Brian Terry

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Here to discuss the top three investor and trader mistakes, is Serge’s partner from Blue Marlin Advisors, Brian Terry. When thinking about the top mistakes, both men came up with the same three. One thing these mistakes have in common is psychology and minimizing emotions. With trading being more of an art than a science, Serge has found that people with a strong academic background tend to struggle the most, as they’re more by the book. Luckily, all three of these mistakes can be fixed.

The first mistake has to do with patience. No one can expect to become a great trader overnight. It takes a commitment of time, energy, and learning from your mistakes. Resist the urge to jump in immediately, take the time to develop a plan, and make calculated decisions. Next up is risk management. It’s all about position sizing and managing what you have at risk. Once again, without a plan, every decision becomes emotional. Last, but not least, is being macro-aware. You must understand where we are in the business cycle. After all, it’s the dog that wags the tail, not the other way around.

What You’ll Learn:

• What makes a good investing game plan.
• What revenge trading is and why to avoid it.
• What it means to be macro aware.
• What two conditions move the market.

Favorite Quote:

“The more you know about the macro condition of the economy, what cycle we’re in, the better trader you’ll be.” -Brian Terry

Surviving a Bear Market

Steady Wealth Podcast

Surviving a Bear Market

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There’s no doubt about it, we’re in a bear market.  Accepting that is half the battle. The other half lies in looking at the bigger picture and not panicking.  We all know that’s easier said than done, as people understandably react emotionally when it comes to their money. We can build a better perspective when we understand that history tends to rhyme rather than repeat.

With the average duration of a bear market being 11 months, Serge predicts this one will have an above average duration and depth. Only 5 months into it, we could be looking at another year before a rebound. It’s easy to make rash decisions, but focusing on the big picture and staying the course is probably your best bet. Serge goes over the dos and don’ts of both investing and trading during this volatile time.

What You’ll Learn:

• What a bear market is.
• What to do if your portfolio is down.
• How to be more proactive with trading.
• What really matters in the grand scheme of things.

Favorite Quote:

“Most people have shiny object syndrome.”

-Serge Berger