"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger, the focus is on the psychology of market timing—a crucial aspect for successful trading and investing. Berger begins by discussing the challenge of making tactical moves in the market and emphasizes the need to understand market psychology.
He delves into how fear and greed impact decisions, leading investors to buy and sell at unfavorable moments.
With his signature insights, Berger highlights the difficulties of market timing, using charts to show that both self-directed and professional investors often struggle to outperform indices.
He advocates for diversification and advises listeners to approach market timing with caution, keeping emotions and arbitrary stops in check.
The episode ends with a reminder that human psychology plays a significant role in trading and investing decisions.
Avoiding Trading Disasters - Top Three Mistakes Every Trader Must Dodge!
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"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In the latest episode of The Steady Wealth Podcast hosted by Serge Berger, he delves into the top three trading mistakes that traders commonly make.
Drawing from his experience, Berger discusses how many traders treat their investment accounts like trading accounts, exposing themselves to undue risk. He emphasizes the importance of separating investment and trading capital to maintain financial stability.
Berger then explores the impact of emotions on trading decisions. Impatience, premature exits, and not allowing trades to mature are all emotional pitfalls traders fall into.
He suggests adhering to stop losses and employing time stops to manage risk effectively.
The episode also emphasizes the significance of taking trading seriously.
Berger warns against trading with excessive funds and provides insights into diversification strategies that can help investors navigate market cycles more effectively.
Overall, the episode offers actionable insights to help traders avoid common pitfalls and enhance their trading strategies.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
n the latest episode of The Steady Wealth Podcast, hosted by the experienced trader and investment strategist Serge Berger, listeners gain valuable insights on becoming better, more successful, and open-minded traders and investors.
As August brings a shift in market dynamics, Serge highlights the importance of diversification in portfolios.
With the help of research, guest interviews, and real-time market analysis, this episode navigates the critical juncture where knowledge translates to power.
Serge emphasizes the role of diversification in mitigating volatility, offering investors a higher probability of steadier returns over time.
Dive into this enlightening discussion to enhance your financial journey.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In this episode, Serge delves into an essential topic:
Can you stomach a 20% portfolio drop?
As the host of the podcast, Serge is also the principal of Blue Marlin Advisors, an investment advisory firm.
Throughout the episode, Serge takes a research-based approach to discuss market volatility and its impact on investors.
He begins by emphasizing the importance of understanding one's risk tolerance and how it can affect investment decisions.
Serge offers valuable insights into the current market conditions, highlighting the significant rise in US equity markets while cautioning about the potential underperformance of the bond market.
He further discusses investor complacency, indicating how periods of strong market performance can lead to overly confident attitudes among investors.
Serge shares his experience with clients who exhibit excessive confidence but may not fully comprehend how they would react during market drawdowns.
To illustrate the concept of volatility and risk, Serge walks the audience through several charts and examples, making the information accessible even to those who may only be listening to the podcast without visual aid.
The episode also covers the importance of determining one's risk appetite, especially during retirement.
Serge explains that as investors get closer to retirement, their risk tolerance typically decreases, and it is essential for investors to be aware of this shift to avoid panicking during normal market fluctuations.
The podcast continues with a hypothetical portfolio example, where Serge explains how to gauge and measure risk tolerance by using a diversified 60-40 portfolio allocation.
He emphasizes the significance of understanding both the percentage and dollar amounts involved to make informed decisions.
Towards the end, Serge encourages listeners to take a free risk assessment offered by Blue Marlin Advisors.
He highlights that this exercise is crucial for both long-term investors and traders, as knowing one's risk tolerance can help avoid irrational decision-making during volatile market conditions.
The episode concludes with a reminder to continuously assess and adapt one's risk tolerance as it may change over time, particularly during different life stages like retirement.
Overall, The Steady Wealth Podcast with Serge Berger provides a thought-provoking analysis of market volatility, risk tolerance, and the importance of making informed investment decisions.
By combining research and real-life examples, Serge empowers his audience to navigate the markets with greater confidence and prudence.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger, he discusses the allure of juicy bond ETFs for generating high yields.
Amidst anecdotes about his recent roller coaster ride at a theme park in Orlando, Florida, Serge emphasizes the importance of considering risk both in thrill-seeking adventures and in investment portfolios.
He delves into the significance of diversification and highlights specific bond ETFs worth considering, such as TLT (longer end of the yield curve), SHY/SHV (shorter end), AGG (covering the entire bond market), and JPST (ultra-short income ETF with monthly payouts).
Serge advocates for thoughtful portfolio allocation and risk management in turbulent markets.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
Welcome to the latest episode of The Steady Wealth Podcast hosted by Serge Berger.
Are you ready to become a better, more successful, and open-minded trader and investor?
I'm Serge Berger, head trader and investment strategist at thestudytrader.com, and I'm here to help you reach your goals.
Whether you're new to investing or a seasoned pro, this podcast will guide you through the noise and help you focus on the big picture.
We'll share research, guest interviews, and real-time market analysis.
Today, we have a special guest, Brian Terry, who's been working with me for several years.
We run the steady trader, a credit spread authority, and an option service.
We recently launched a covered call service and have a fiduciary advisory firm called Blue Marlin Advisors. As we navigate the market's critical juncture, we'll address the prevailing bullish sentiment. The markets have seen a steep rise, but it's essential to remain cautious and not get caught in overexposed positions.
We anticipate a possible rotation out of technology and into other sectors that haven't participated as much. So let's stay informed, keep our long-term goals in mind, and be ready for potential shifts in the market.
Thanks for tuning in, and see you in the next episode!
The Prudent Investor: Redefining Risk in Stock Markets
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"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In this week's episode of The Steady Wealth Podcast, hosted by Serge Berger, the focus is on the question of whether investors are too aggressively invested in the stock market.
Berger highlights the increasing complacency among stock market investors, especially retirees, and discusses the potential risks of overallocation to stocks.
He references an article in The Wall Street Journal that sparked his interest in the topic.
Berger analyzes the historical performance of the stock market, emphasizing the need to consider volatility and the potential impact on retirement portfolios.
He presents model portfolios and charts to demonstrate the importance of diversification and risk management, particularly for individuals aged 50 and over.
The episode concludes with an invitation for listeners to explore portfolio diversification options through Blue Marlin Advisors.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In the newest episode of The Steady Wealth Podcast, hosted by Serge Berger, he reflects on how his own indicator and algorithmic process outperformed him in the first half of 2023.
Serge admits to his own mistakes and explains how his indicators work effectively in the markets. He discusses the benefits of using indicators and algorithmic processes, such as speed, efficiency, and the elimination of biases.
Serge emphasizes the importance of respecting moves in different timeframes and shares examples of how his algorithm correctly identified bullish trends in stocks like Nvidia, Oracle, and Microsoft.
He also explores the drawbacks and limitations of relying solely on automated analysis, stressing the need to consider unknown events and market reactions.
Serge concludes by highlighting the power of combining qualitative and quantitative analysis for better decision-making.
Listeners are encouraged to explore the Market Rover tool on thesteadysteadytrader.com
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In the latest episode of The Steady Wealth Podcast, host Serge Berger dives into the world of zero DTE (days to expiration) options.
He explores the risks and benefits associated with these options, which have gained popularity in recent months.
Berger discusses how zero DTE options are contracts that expire on the same day they are traded and explains how the introduction of options expiring on Tuesdays and Thursdays led to a surge in volume.
He highlights the impact of these options on market volatility and the potential risks they pose to portfolios.
Whether you're a seasoned options trader or just getting started, this episode provides valuable insights into the world of zero DTE options.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
Welcome to the newest episode of The Steady Wealth Podcast with your host, Serge Berger.
In this episode, Serge discusses the strategy of sector and group rotation, which has gained significant interest among investors.
He shares insights from his conversations with clients at Blue Marlin Advisors and the Steady Trader, where sector and group rotation consistently emerges as a top priority.
Serge recounts a recent encounter with a billionaire who showed great enthusiasm for this strategy, highlighting the importance of being allocated to certain stocks or asset classes during favorable market conditions.
Serge walks listeners through the concept of sector and group rotation, emphasizing the need to adapt portfolios throughout the economic cycle.
By the end of the episode, listeners will gain a clear understanding of sector and group rotation and its potential benefits for their investments.
Whether seeking professional management at Blue Marlin Advisors or trade alerts on the Steady Trader, listeners can find ways to implement this strategy and optimize their portfolios.
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