by Lance Roberts
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| Taking profits sounds easy—until you try it with a smaller account. Lance Roberts & Jonathan Penn answer listeners' question about managing portfolios spread across myriad stocks, with allocations similar to the S&P 500. When positions are small, trimming into strength or reinvesting during market highs can feel nearly impossible. 0:19 - Profit Taking, Earnings, & FOMC Meeting Previews 4:48 - Market Bullishness Confirmed 10:05 - Managing Risk in Volatile Markets 13:55 - There's no Perfect Time 15:31 - Profit Taking in a C-fund 401k 21:05 - Taking Profits in Small Portfolios 23:11 - The Wisdom of Position Sizing 29:45 - What About Weighting in ETF's - There's no holy grail 34:36 - Documenting Allocation Models 39:01 - What Allocation Model is Best for You? 45:22 - The Three-legged Stool of Portfolio Returns 48:41 - Make Sure Portfolio Assets are not Correlated Together 🔔 Subscribe for weekly market insights, retirement strategies, and financial truth-telling that cuts through the noise. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: _bQP4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Retail Leverage Goes to Extremes" https://realinvestmentadvice.com/resources/blog/rally-into-year-end-3-reasons-to-buy-dips-copy/ "The Most Dangerous Era In History" https://realinvestmentadvice.com/resources/blog/passive-investing-driving-the-most-dangerous-era-in-history/ -------- The latest installment of our new feature, Before the Bell, "Bullish Momentum Builds," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Most Dangerous Era in History," is here: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullishMomentum #StockMarketUpdate #Gold #Bonds #Treasuries #SmallPortfolio #InvestingForBeginners #PortfolioRebalancing #TakeProfits #FinancialEducation |
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The real story isn’t the government shutdown. ADP just showed another 32,000 job losses, with prior months revised lower.
In this short video, @michaellebowitz and I discuss why the labor market is deteriorating even without the BLS report and what it means for $SPY / $QQQ.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
RSI (Relative Strength Index): Timing The Next Correction
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In the world of technical analysis, there is one reliable indicator for measuring market risk. The relative strength index (RSI) measures overextension (in either direction). Developed by J. Welles Wilder in 1978, the RSI is a momentum oscillator. As such, it measures the velocity and magnitude of price changes, plotting those on a scale from 0 …
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Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Read the article Lance mentions on our website, sign up for Lance’s newsletter:
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➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
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➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
8-5-25 Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves
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IIn this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today’s digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance?
Lance reviews Monday’s Market action, Eurozone vs U.S. economic growth expectations, and Palantir’s earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro’s & con’s of Capitalism (it’s not broken).
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The May CPI report released yesterday was considered the first inflation gauge to show how tariffs are impacting prices. We would like to see a few more months of inflation reports before claiming the coast is clear, but the May CPI is encouraging. For the fourth consecutive month, the CPI was below Wall Street estimates. …
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The SEC is considering dropping "accredited investor" designation so as to enable retail investors to participate in private equity opportunities; but is removing the scarcity aspect of private investing a sound proposition?
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025:
https://streamyard.com/watch/BUr4UuRVt6Uj
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➢ Sign up for the Newsletter:
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“Buying The Dip” – Here’s A Technical Way To Do It
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Recently, I did an interview about “buying the dip” in the market, which generated many comments. Most were, “You’re stupid; the market is going to crash,” but one comment deserved a more thorough discussion. “When buying the dip, how do you know when to do it, or not?” That is the right question. Of course, you will never know …
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