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Bullish Outlook: Savita Subramanian Debunks Stock Market Misconceptions 

WEALTHTRACK
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Part 1 of 2
American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street in 1792. However, recent setbacks, including a challenging year for equities in 2022 and rising yields on fixed-income investments, have led to a cooling of investor sentiment. We welcome back Savita Subramanian, an influential strategist serving as the Head of U.S. Equity and Quantitative Strategy at BofA Global Research. She challenges the prevailing negative perception of stocks and presents research-backed evidence of their value as long-term investments.
Subramanian, recognized as a top-ranked analyst by Institutional Investor for the last ten years and featured on Barron's list of the 100 Most Influential Women in U.S. Finance for three consecutive years, her expertise is highly regarded in the industry.
In part two of our interview with Subramanian, she sheds light on the significant market trends and explains why stocks should be considered for long-term ownership. Explore her insights and gain a deeper understanding of the enduring value that stocks can bring to your investment portfolio.
#stockmarket #investingstrategy
00:00 Intro
00:33 Introduction
02:06 Interview with Savita Subramanian
22:41 One Investment
24:20 Action Point
WEALTHTRACK #1948 broadcast on April 26, 2023
More info: wealthtrack.com/winning-inves...

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27 июл 2024

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Комментарии : 54   
@TheChinaPlay
@TheChinaPlay Год назад
Thank you for posting episodes on RU-vid! It's helpful because it must be at least 7 years since I caught an episode on PBS.
@joannemeeks745
@joannemeeks745 Год назад
Your interviews are always a home run. ⚾️
@robertp5123
@robertp5123 Год назад
Curious to know what are examples that Savita talks about the “quintile two dividend payers”. Is it possible to get a list of the ones she recommends?
@steveagnew3385
@steveagnew3385 Год назад
Yes... just use a stock screener like Morningstar, Schwab, or JPMC. In Morningstar, there are 7285 stocks >0.1% div and 1457 in the 2nd q, At 80% is 7.1% like AT&T and at 60% is like KKPNY at 4.4%.
@nsnandra
@nsnandra Год назад
Hello, where can you find a 2nd quintile dividend etf :)?
@ryantinney
@ryantinney Год назад
Wonderful guest.
@mqser
@mqser Год назад
Really valuable stuff. Thank you
@edmundlively8137
@edmundlively8137 Год назад
Thanks yet again, Consuelo Mack!
@davidherman1041
@davidherman1041 Год назад
How many carbon credits do you have to buy to pretend it didn't happen?
@robertp5123
@robertp5123 Год назад
Savita’s advice is excellent……stay invested!!! This is the best strategy. The great John “Jack” Bogle preached the same theme. Never time the market and “Stay the Course “. Mr Bogle would say that their is no magic trick. Staying invested and not missing any market upturns will make you very profitable.
@tastypymp1287
@tastypymp1287 Год назад
This is exactly what the Financial Asset Industrial Complex needs you to think.
@roblawrence3795
@roblawrence3795 Год назад
But you have to sell sometime if you want to enjoy your profits. 😂
@nrs6956
@nrs6956 Год назад
@@roblawrence3795 Your circumstances will dictate when to sell. Bottom line save and be frugal.
@danielmcpartlin6526
@danielmcpartlin6526 Год назад
⁠right but who would have predicted the rise in stocks this spring. You can’t use logic or picking “good” companies. The market is a Ponzi scheme supported by 401k contributions
@fredatlas4396
@fredatlas4396 Год назад
​@@roblawrence3795 only sell when your investments are up, showing a good profit. You only lose money if you sell @ a loss
@ShamileII
@ShamileII Год назад
Wow, Sativa was really great to listen to. I'm already a dividend investor and buy exactly the 2nd quintile....just didn't know it was called that. I've known it as the "Geraldine Weiss strategy" ....she was the most successful female investor.
@janesmith506
@janesmith506 3 месяца назад
Thanks for posting. I don’t know either strategy; this may be something I can be comfortable with.
@Amit-rz6lq
@Amit-rz6lq Год назад
Very useful episode
@user-pz3dh5vx1z
@user-pz3dh5vx1z 5 месяцев назад
Love her information and advice.
@siedimani8770
@siedimani8770 Год назад
Great program!
@massageandunwind8787
@massageandunwind8787 Год назад
Thank you for the content
@WhiteCloud746
@WhiteCloud746 Год назад
make Savita a regular guest
@dalemacrae7902
@dalemacrae7902 Год назад
Absolutely great show, Thanku for your wducation
@shingnosis
@shingnosis Год назад
100% right. “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Don't try to time the market. Dollar cost average. Diversify across all asset classes.
@steveagnew3385
@steveagnew3385 Год назад
I enjoyed the episode... however, Buffet the stay your course guru is now holding 13% cash from taking Berk profits. So Buffet also recommends taking profits and that means taking profits by selling when appropriate like in rallies, especially bubble rallies like today's fiveLcaps bubble. Then, you also need a buying strategy to reinvest your cash when appropriate. These retrospective statistical studies are highly biased because every rally/correction cycle is unique and a study can therefore cherry pick whatever answer it needs to keep its investors afraid of their own shadows. The market turns over about 2.5%/day because someone somewhere is making money by selling as well as buying. The gambler's fallacy is that half are making and half are taking by a flip of a coin, but in a growing economy, there are more makers than takers. All portfolios should hold 10-20% cash and so all portfolios should churn by 10-20%/yr just like Buffet, the hold stocks guru...
@melissastroud
@melissastroud Год назад
Compound returns & reinvesting, 17000%...reassures me...
@roblawrence3795
@roblawrence3795 Год назад
The bigger Connie’s hair, the better the episode! 😂
@johnyjsl9219
@johnyjsl9219 Год назад
Quintile two she is referring to what SCHD invests in
@johnnyringo1258
@johnnyringo1258 Год назад
Also VIG. Same expense ratio as SCHD, slightly different sector weighting.
@Michael-qy1jz
@Michael-qy1jz Год назад
It Bullish for Bankruptcy Lawyers and those of us who will being buying Asset & Properties Half Price coming up. Lol
@jimjackson4256
@jimjackson4256 Год назад
What would happen if you missed the worst ten days of the decade? Why doesn’t anybody mention that?
@tastypymp1287
@tastypymp1287 Год назад
Nothing. Literally nothing.
@qake2021
@qake2021 Год назад
🤣🤣🤣 that's gambler's mindset 😁😁😁
@fredatlas4396
@fredatlas4396 Год назад
Nothing because no one can actually do that, how on earth would you manage to miss the worst 10 days in the markets of the decade, without a crystal ball, no one has a crystal ball, no one really has psychic powers
@brianhollenbeck8633
@brianhollenbeck8633 Год назад
😊
@fredatlas4396
@fredatlas4396 Год назад
Why did her voice go all funny when she was asked about index funds. She knows we don't really need actively managed funds that always charge more. Since 2009 the S&P 500 index has beaten Berkshire Hathaway by some margin
@chamindasilva3191
@chamindasilva3191 Год назад
This is a big boost for Donald Trump's idea of self-sufficiency and DE globalization🤔
@davidmartin6266
@davidmartin6266 Год назад
Stocks will be in sale next week.
@fredatlas4396
@fredatlas4396 Год назад
That's nothing new, people like John Bogle, Charles Ellis have been telling people market timing is a losing game for yrs , its impossible to time the markets effectively. And again John Bogle has been saying for yrs, buy & hold is the best strategy
@roconnor01
@roconnor01 Год назад
'Remaining invested' assumes you have decades ahead of you to weather the ups and downs of the market. What happens if you are already retired. I don't fancy clawing my way back from, for example a 40% decline in equity prices at my age.
@flamingjune27
@flamingjune27 Год назад
That’s just asset allocation. Having several years of living expenses in short term cash equivalents and off risk assets like bonds let’s your equity portion rebound.
@tastypymp1287
@tastypymp1287 Год назад
​@@flamingjune27 Nope. The OP is correct. You're wrong.
@johnnyringo1258
@johnnyringo1258 Год назад
@@tastypymp1287 False. If someone finds themself on the wrong side of market swings in retirement, they have failed to do their due diligence as an investor. Proper allocation is a personal responsibility. In this day and age of readily available information, there is no excuse to be surprised by the market. None.
@tastypymp1287
@tastypymp1287 Год назад
@@johnnyringo1258 Absolute tosh. Totally false. You can do as much due diligence as you like but nothing can prepare you for the unexpected black swan tail risk. There is always risk, there is always an element of luck and fortune. And as one gets older then the opportunity to recover from such events beyond our control decays. The OP is completely correct.
@fredatlas4396
@fredatlas4396 Год назад
​@@tastypymp1287 Sorry but you are wrong. You need to be properly diversified across regions, sectors, asset classes. And have several yrs or more if possible of living expences in cash, plus some bonds, not 100% in equities in retirement. Then if things go tits up you don't touch the part of your portfolio that's gone down significantly, just live off the cash or maybe bonds if they are doing OK or even up in an equity crash, until your portfolio recovers. What don't you understand about that
@qake2021
@qake2021 Год назад
👍👍👍😃😃😃😃😃👏👏👏
@qake2021
@qake2021 Год назад
👌👌👌👌👍👌👌👌👌✌️
@michaelswami
@michaelswami Год назад
I like her, even though she drinks the carbon kool aid.
@johnnyringo1258
@johnnyringo1258 Год назад
Agreed. She's no dummy, but I see a lack of conviction in her mannerisms. She's just trying to ride the wave and make a career as a millennial investment advisor.
@blackfiree91
@blackfiree91 Год назад
So not important information
@tomgee2719
@tomgee2719 Год назад
Guess I'll skip this week, why would I listen to someone who promotes ESG. Zero creditability.
@tastypymp1287
@tastypymp1287 Год назад
Thanks for the warning, I'll not bother either.
@qake2021
@qake2021 Год назад
👍👍👍😃😃😃😃😃👏👏👏
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