Buy Hold Sell, by Livewire Markets
Business:Investing
At some stages, many of us have suffered from some serious portfolio blues, confounded by a persistent sea of red. Meanwhile, the professionals have similarly had a rough time of it. As the benefits of the post-Global Financial Crisis bull market fade, many have posted negative returns for the first time in more than a decade.
So if you could, would you start from scratch?If the answer to that question is yes - you're in luck. In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Marcus Today's Henry Jennings for a full portfolio reset.
They share whether they would turn a fresh page if given the chance, the top three stocks they would want in each of these hypothetical portfolios, as well as the duds that are currently giving them grief that would be on their way out.
Plus, they share the macro headwinds that are still creasing their brows, as well as the sectors (and stocks) that they believe are still providing investors with compelling opportunities today.
Note: This episode of Buy Hold Sell was filmed on Wednesday 17th August 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/6-stocks-for-a-full-portfolio-reset-and-2-duds-to-avoid/
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
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