8-21-24 Why Your Portfolio Performance Sucks

Why have portfolio performances been dragging? Lance Roberts examines the cause and effect phenomenon of public policy and outcomes, rhetoric and promises; who'll control the House & Senate have more bearing on future legislation promised vs passed. Market breadth is expanding, which bodes well for bullish trends. Most of markets' lift is coming from stock buy back activity. Interesting observation about the category launches of ETF's: Most are derivative-based, adding risk for investors. Why your portfolio performance may be disappointing (how we screwed up the financial system). Lance and Danny discuss the performance gap between retail investors and the big funds: It's all about weighting. Markets today are built for pricing momentum. Focusing on risk mitigation to protect your portfolio from negative impacts over time. When someone promises you'll double your money...or not? There are promises and then there's reality. In answer to a KZbin chat comment, Lance discusses the false concept of market compounding.
3:25 - Market Breadth Expands
14:37 - Why Portfolio Performance Sucks (How We Screwed Up the Financial System)
30:14 - The Performance Gap Between Investors vs Funds
44:27 - Double Your Money...or not
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Market Decline Over As Investors Buy The Dip"
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"Economic Growth Myth & Why Socialism Is Rising"
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"Share Repurchases End The Market Correction"
realinvestment...
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The latest installment of our new feature, Before the Bell, "The Effect of the Zweig Breadth Thrust" is here:
• 8-21-24 The Effect of ...
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Our previous show is here: "How Shall the Young Secure (Their Finances)"
• 8-20-24 How Shall the ...
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[@bhe8336]

Only KZbin finance guy I find to be consistently correct on the trading and macro side. No bloviating and hysterics. Just good, common sense economics and trading strategies.

[@ronaldreagan-ik6hz]

as a customer of RIA, i am pleased with the management since 2022

[@claudiopignataro5115]

Thanks guys for your help. Much appreciated. Keep helping people

[@duanejackson6718]

I'll vote for anybody that will promise free government cheese!

[@darrenhere5856]

good stuff gents !!!

[@scottbaxter3413]

Excellent overview of portfolio performance. Thank you for the insight.

[@ronaldreagan-ik6hz]

there are parts of this economy that feel like 2008 all over again-- without the over abundance of subprime mortgages.

[@theb190experience9]

So the question is, based on this video, how often do the technical calls from RIA match reality?

[@franciscoa242]

Very often.

[@johnweibel1128]

But services have farless multiplier effect tgen manufacturing.

[@brunofrancois9958]

Longest ever yield inversion and negative stretch of LEIs seem to negate the argument of bullish breadth trust

[@user-tg9bd7xf3e]

Only a few ETFs or mutualk funds beat the S&P index funds or ETF's. So if you have 15 to 40 years, its the way to go. If you have less than 15 years, you need help

[@bhe8336]

This is untrue and not an indicator for what will beat the index going forward.

[@arnoldwu9786]

Bail the lag time