When Should You Sell Your Beaten-Down Stocks?
Ask The Compound10 Nov 2022

When Should You Sell Your Beaten-Down Stocks?

On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven’t heard of. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(348)

When Should I Sell My Stocks?

When Should I Sell My Stocks?

On episode 173 of Ask The Compound, Ben Carlson and Duncan Hill discuss using stocks as an emergency fund, optimizing RMDs, factoring in pensions as income, fictional book recommendations and much mor...

28 Mai 202532min

Is Retail the Smart Money Now?

Is Retail the Smart Money Now?

On episode 172 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss when buy the dip will stop working, the future of retail trad...

21 Mai 202534min

I Timed the Market. Now What?

I Timed the Market. Now What?

On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving ...

14 Mai 202539min

Does Private Equity Belong in 401k Plans?

Does Private Equity Belong in 401k Plans?

On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tari...

7 Mai 202543min

The Stock Market Rallied. Now What?

The Stock Market Rallied. Now What?

On episode 169 of Ask The Compound, Ben Carlson and Duncan Hill discuss the meaning behind U.S. dollar strength or weakness, investing in bonds vs using high yield savings accounts, the optimal amount...

30 Apr 202533min

What’s the Best Case Trade War Scenario?

What’s the Best Case Trade War Scenario?

On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, t...

23 Apr 202535min

How to Invest in an Uncertain Market

How to Invest in an Uncertain Market

On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics aff...

16 Apr 202540min

Are Portfolios Becoming Partisan?

Are Portfolios Becoming Partisan?

On episode 166 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax expert Bill Sweet to discuss consumer sentiment and politics, how TIPS are taxed, parking money after a ho...

2 Apr 202533min

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