Buy Hold Sell, by Livewire Markets
Business:Investing
Markets this year have been scary. For the first time in decades, the ghosts and ghouls of the investment world have resurrected to haunt global markets - inflation, rising rates, and a war led by a ruthless dictator.
As a result, indices around the world have been painted in a blood red, with investors (and rightly so) catching a case of the portfolio scaries, moving towards defensives or worse, cashing in their holdings as stocks plummet.
Livewire's Ally Selby was joined by Plato Investment Management's Dr Don Hamson and Wheelhouse Partners' Alastair MacLeod for this Halloween special of Buy Hold Sell.
In it, our fundies share the biggest portfolio changes they have made this year, the positions that have come back to haunt them, as well as some ghost-busting stocks that can help blow off those cobwebs in your portfolio over the months ahead.
Note: This episode was filmed on Wednesday 26th October 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/3-stocks-to-fight-the-portfolio-scaries-and-the-mistakes-that-have-haunted-fund-managers-in-2022
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
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