Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy

Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK.
WEALTHTRACK episode 2109 broadcast August 30, 2024

[@desmondanabel6522]

As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Aaron Addison’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead

[@desmondanabel6522]

@Aaront44 that's it...

[@desmondanabel6522]

He's mostly on Telegrams, with the user.

[@DaBigBruno]

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

[@royalsdave]

I just googled his and I'm really impressed with his credentials; I reached out to his since I need all the assistance I can get. I just scheduled a caII.

[@NoeliaTyrell]

His name is. 'Aaron’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@philiplewis7252]

What a superb interview! A charming host,and equally charming and insightful expert. Mr Wilby has an exceptionally genuine and generous way of giving his opinion and advice. Thank you for sharing. My kindest regards and best wishes.

[@frankagliotti3626]

Dear Consuelo, as always thank you for the exceptional Investors and thought leaders in the investment industry. Bill Wilby is a seasoned Investment Professional - legend.

[@i-postm4943]

Please hire someone to get rid of all the spam in the Comments sections. It detracts from the good interviews.

[@new_hampshire_explorer]

I try really hard to report as many as I can. But it seems Google actually loves the spammers and they never take action.

[@michaelswami]

My favorite show, my favorite host, and a tremendous guest.

[@hightide4782]

The private equity with parasitic business models (loading up companies with debt, etc.) is a growing problem. It doesn’t so much create value as extract it. When the inevitable crash happens, no bailout from the taxpayers!

[@Rational_Investor]

...like what Tony Soprano did to Davey Scatino in The Sopranos...life inimtates art, sadly.

[@amatuer2]

The problem with private equity is there is no regulation. Worrisome .

[@oneshot2g]

we have low interest rates for far too long. higher interest rates will act as a correction mechanism.

[@richardkelly4667]

Private equity and private debt investing is is usually limited to high net worth individuals, aka accredited investors, who are thought to be more sophisticated investors and thus in less need of regulatory protections. Private investing relies on master partners/ limited partners structures, which favors the master partners. It is a form of investing that relies very much on the good faith of the people who serve as master partners.

[@amatuer2]

@@richardkelly4667 Thank you for your thorough explanation.

[@repriser9876]

He is the best, leader, mentor, teacher, shining star of retiree. I have exhausted my words. I have a 80-20 strategy, he has 70-30. I did move equity between US and emerging market in the lost decade period. I don't do any private equity because too much is not disclosed to the public. We are all in the same economy so will be affected by unknown should something happens. This is the best interview person you had, and he has no interest of conflicts giving investment advices comparing to those who runs sector funds definitely eager to sell their pozi.. ❤ Visionaries see the same view.

[@mikeflair6800]

97-3 for me. ETF's like Vanguard VTI. I am going for the gold haha!

[@repriser9876]

@@mikeflair6800 you won't have cash to buy low. You know how much cash WB keeps. That is why he is WB.

[@mikeflair6800]

You do not need international stocks. The S&P 500 is about 40% international, when you look at the geography of sales. Invest in innovation, and you cannot go wrong.

[@jamesmorris913]

I just looked up MFS Diversified Fund, and yes; it's "steady Eddie", BUT; it has a 5.75% front-end load, AND; a 1.08% annual expense ratio..YIKES! I can only imagine what Jack Bogle would have to say about that one!

[@grc7231]

Thank you for posting this interview.

[@marvinphillips1326]

Always enjoy watching the guests you interview. 👍

[@PH-dm8ew]

just one of those WOW moments for me listening to this. What is the fix to this private money issue?

[@jameswood9772]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

[@johnlennon232]

there are tons of cool stocks in different industries to watch. You don't have to act on every forecast. I suggest teaming up with a financial adviser who can help you pick the right times to buy and sell the stocks or ETFs you're eyeing. They can give you some solid advice to make smart moves

[@Kaustavpatell]

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

[@georgeroesser974]

Wisdom!

[@scipioafricanus4875]

Thanks!

[@w3s77]

Private Equity is garbage. Sarbanes-Oxley ruined the public markets, why firms are going private, being bought by leveraged PE firms and gutted for short-term profit. Good for PE firms, but terrible for everyone else.

[@richardkelly4667]

There was a time when privately held companies (not talking about private equity here) were thought to be superior performers in their respective sectors. Such companies are shielded from the political (e.g., DEI) and financial pressures (e.g., proxy fights) that beset publicly traded firms. Maybe companies are/will be seeing the advantages of staying private.

[@322dawgg]

My wife is already panicking, so many questions! will the rate cut lead to inflation? I'm very worried about my $1million stock portfolio losing value. What strategies should I be employing in my portfolio right now?

[@loud9090]

It’s precisely at times like these that investors need to be on guard against the next certainty. Hence, finding the appropriate asset allocation and collaborating with an advisor if you are unable to manage these market conditions.

[@Marthas-r4c]

No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 80% rise from early this year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q2 2025.

[@user-3456rtu]

Pls how can I reach this CFA, I need someone to help me manage my portfolio

[@ltserge3226]

this is a good boomer show

[@WILLIAMSEWARDS]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[@JOSEPHTIMOTHYb4x]

I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

[@JOHNSONPAULv6j]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@DEBORAHJENNIFERr4y]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.

[@JOHNSONPAULv6j]

My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@DEBORAHJENNIFERr4y]

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

[@flyingjeff1984]

So, you’re saying there’s trillions in “dry powder” yet PE is taking on debt? Sounds fishy.

[@nigelhard1519]

The American obsession with money is infinite.

[@rosaoddin4338]

Seems universal to me, across countries, all peoples

[@nigelhard1519]

There is a difference between people being worried about having enough and accumulating as much as you can. Look at the absurd pay differentials in the US. But anyway otherwise the discussion here seems reasonable.

[@new_hampshire_explorer]

Since "American's" are among the most successful and efficient people, I can see why people from other places are so jealous all the time. It oozes from your every word. America is 5% of the global population, but we produce 30% of the global economic activity. If you are not in America or China, your descendants will all live in abject squalor.

[@selma5885]

Did I hear him correctly to not invest in stocks right now?

[@jotavares1546]

He said he owns NO bonds!!

[@thane816]

All the recommendations are paper assets.

[@Mostly_bad]

Holding cash not bonds? As the fed eases? Uh okay….

[@ebukaobidinmma3780]

Amazing video, you work for 40yrs to have $1M in your retirement, mean while some people are putting just $10K into trading from just few months ago and now they are multimillionaires

[@MuratGonullu-l3x]

Moore William Allen Betty Thomas Maria

[@harism2001]

In short. Stay away for now.

[@dassa0069]

Gold is the only money you can trust. All else is credit.

[@user-wr8jg5tn4j]

Didn't Oppenheimer get bought out by Franklin(BEN) resources? You should ask him about that. I could be wrong. Still, I've always liked your interviews Consuelo. He's right about the portfolio construction for today's market! I miss Jack Bogle, his insights! Young investors could learn a thing or two from this guy. God bless,

[@Kaustavpatell]

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

[@krumw2]

Thanks!