Episode 97 - I can see for miles

If you have been around for a minute, you are familiar with the VISION acronym that JJ uses to make sure you chart a solid course for life. But is it any good? In this episode JJ digs through the Vision acronym to see what it covers, but more importantly what it might be missing.

Key investing takeaways include:

• Insurance is for risk mitigation, investment is for wealth, never mix the two

• Options are optional, just say no

• Margin is dumb, don’t be dumb

• Fees should be low, or they should be avoided

What we hope to find at the end of the road is that the VISION acronym is pretty good. Fingers crossed!

Episode 96 - Concentration

Investors in the S&P 500 are experiencing the highest levels of concentration in the top 10 stock holdings of the index in this century and beyond. What does this mean for the health and diversification of our portfolios?

In this episode JJ shares his thoughts on why we are seeing these levels of concentration in the US market index and what if any actions you might want to consider in response to this historic moment in investing history.

E95 - Don't call it a dividend

ETFs are just wrappers. It's what's inside of them that counts for investors. Do you know what's inside of your ETFs?

JJ, if you haven't picked up on it yet, is a natural born worrier. Lately he's been worrying about what people are saying regarding ETFs, but he has struggled to give voice to what was bothering him. That is until one perfectly pitched video brought his concerns into sharp focus.

High yield ETFs may make you feel good in the short term, but like all drugs they have risks. Join in as JJ shares his concerns about your portfolio when it contains these "sugar rush" investments.