12-18-24 Dump the 60/40 for 100% Stock Retirement Portfolio?

The Real Investment Show Podcast

It's Fed Day with it's much anticipated rate cut; what will matter more is the Fed's dot-plot and comments on expectations for 2025. Meanwhile on Wall Street, sloppy trading continues as fund manager rebalance portfolios. Markets are sitting on the 20-DMA and holding firm. The Healthcare Sector is the year's worst performer: Will it offer the most opportunity in 2025? This sector tends to perform better AFTER elections. Lance reveals a new temptation on his route to work each morning; Lance and Danny comment on the notion of dumping the traditional 60/40 portfolio in favor of 100% stocks for retirement, with charts and graphs. More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: Fed Day - What Will They Say? SEG-2: Dumping the 60/40 Portfolio? SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w SSenior Financial Advisor Danny Ratliff, CFP, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=ElTw9jd0hg8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Opportunities Ahead in Beaten Down Stocks?," is here: https://www.youtube.com/watch?v=4HqWOpYV_Qs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "This is Nuts" https://www.youtube.com/watch?v=drZL-tygAg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1314s ------- Get more info & commentary: https://realinvestmentadvice.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/ #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #GoldPrices #GoldCorrection #USDollar #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing