by Lance Roberts
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| Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now: Challenge the assumption that older investors should automatically shift to ultra-conservative allocations Whether every account in a multi-account household needs the same investment strategy why Roth IRAs may warrant a more aggressive growth posture How much weight each equity position should carry, and how many stocks is too many Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:13 - Market Follow-up: What We Did 4:24 - Geopolitical Concerns Taint Earnings Estimates 6:54 - Market Performance Summary 10:54 - Concerns Over Iran, Oil, & Market Performance 13:14 - Confusion About Portfolio Positioning Now 15:13 - Three Legs of a Stable Portfolio 18:25 - In Times of Heightened Uncertainty... 22:01 - Do Not Speculate in Your Roth IRA 25:53 - How Many Stocks in a Portfolio? 30:08 - SMA's vs Tracking the S&P 31:50 - Missing 10-Best Days vs 10-Worst Days 34:47 - Why You Cannot Beat the Benchmark Index 36:34 - Looking at Portfolio Performance 40:05 - Separating Emotion from Reality 42:26 - Beware "Variable Preferred" 47:38 - Risk is How Much Money You Lose... ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: ------- Watch our previous show, "200-DMA Broken – Bear Market or Buy Signal?" https://youtube.com/live/VlxdVnhyKR4?feature=share ------- Articles Mentioned in Today's Show: "The 200-DMA Just Broke: What Every Investor Should Know" https://realinvestmentadvice.com/resources/blog/the-200-dma-just-broke-what-every-investor-should-know/ "The Dollar’s Plumbing: Conspiracy Vs. Data" https://realinvestmentadvice.com/resources/blog/the-dollars-plumbing-conspiracy-vs-data/ "CDX: Credit Spreads Are Flashing A Warning" https://realinvestmentadvice.com/resources/blog/cdx-credit-spreads-are-flashing-a-warning/ -------- The latest installment of our new feature, Before the Bell, "Markets Stall - Why We're Raising Cash is here: ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #PreMarket #StockMarket #200DMA #MarketAnalysis #TechnicalAnalysis #RetirementPlanning #AssetAllocation #PortfolioStrategy #InvestmentRisk #WealthManagement |
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2-21-26 Ray Dalio Isn’t Predicting a Collapse — Social Media Is
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Social media reactions to recent comments made by Ray Dalio at the World Economic Forum in Davos are exaggerated and misrepresented.
He is not predicting imminent hyperinflation or a dollar collapse. He is reiterating a long-term structural warning about unsustainable debt growth relative to economic growth.
In this Short video, Lance Roberts & Michael Lebowitz discuss that history shows that high debt levels do not automatically lead to immediate collapse.
The U.S. economy continues to grow and evolve, and debt must be viewed within a broader balance sheet framework rather than through headline-driven panic.
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Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
2-20-26 This Market Is Chasing Themes, Not Valuations
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In this short video, Lance Roberts & Michael Lebowitz discuss how investors are piling into anything labeled “value,” “staples,” “industrials,” or “energy” without asking whether the stocks themselves are actually cheap.
Many of these names have gone parabolic — trading far above their historical norms — even though revenue growth is flat and earnings aren’t accelerating.
At the same time, some large-cap “growth” stocks like $NVDA $GOOGL may actually offer better relative value, but they’re ignored because they don’t fit the current narrative.
Remember, a great company is not the same thing as a great stock. Paying too much for future earnings creates risk. When price runs far ahead of fundamentals, corrections eventually follow.
Rebalance, trim, and don’t fall in love with the
1-5-26 Don’t Just Bet on Upside — Prepare for Any Outcome
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The outlook for 2026 hinges on how valuations and economic growth play out.
In this Short video, I cover multiple $SPX year-end scenarios and explain why managing ranges matters more than betting on a single target.
📺Full episode: -Z7mJI
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Electricity Prices Could Become a Structural Inflation Problem
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Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street Journal, electricity prices have risen meaningfully across much of the country since 2022, and the drivers extend well beyond the frequently cited surge in data-center demand. While electricity prices had historically tracked inflation, that …
12-2-25 Dollar Power, AI, & The New Financial Order
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In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what’s really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift.
If you’re looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch.
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Forward Return And The Importance Of Math
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During strongly trending bull markets, investors often overlook the importance of math in predicting forward returns. Such is easy to do when the market just seemingly continues to rise without regard to fundamentals. The current environment is also heavily influenced by the impact of “passive indexing,” which has distorted market dynamics as well. However, none …
Bitcoin Is Off The Leaderboard: Whats Next?
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On many recent occasions, we have noted that the market breadth is poor and appears to be worsening. By worsening, we mean that the number of market leaders is declining, and a growing number of stocks, stock factors, sectors, and asset classes are lagging. Currently, the small list of stock factors showing up in SimpleVisor’s …
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