Today, Rob discusses his strategy for making portfolio withdrawals while still maintaining account value, and explains why his investing methodology is like fantasy football!
-What story does Rob think the market is telling us now?
-What is Rob’s proprietary Investment Climate Indicator showing in terms of risk over the next 12 months?
-Rob uses a number of indicators as part of his ICI: What dangers are they flashing?
-Which indicator is at its same level as in 1929, at the start of the Great Depression?
-What is the bond yield curve showing, when it comes to predicting a recession?
-How should investors approach the portion of their portfolio traditionally allocated to fixed income?
-Why Rob says reaching for yield is not the way to navigate this period of time in the market
-How does Rob suggest replacing the role bonds used to play in a portfolio?
-Why Rob suggests you watch or rewatch the movie “The Big Short”
-What is Rob’s proven strategy for “spinning out” income from an investment account while maintaining your original account value?
-Why Rob uses ETFs to avoid the problems associated with individual stocks?
-How to incorporate the “Avoid Big Loss” strategy
-How Rob uses slots in a “fantasy sports” manner to allocate ETFs in a portfolio
-Why aren’t investment advisors using Rob’s “spin” methodology?
-What the biggest investment issue is for people who are 75% of the way toward retirement, given the current mess of a bond market, and without Wall Street’s help
How to find Rob:
https://modernincomeinvestor.com/
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