Episode 76: Investment Friday - Is Your Portfolio Actually Diversified?

Episode 76: Investment Friday - Is Your Portfolio Actually Diversified?

2023 was the year for the “Magnificent Eight” stocks to take the lead in the market, but 2022 was not a very good year for them at all. With interest rates about to come down, what should we expect these stocks to do in 2024?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the risks of holding too much large cap stock and how to make sure your portfolio is balanced.

Tune in to learn:

  • Why large cap stocks did so well last year

  • How lower interest rates will benefit small- and mid-cap stocks this year and beyond

  • Lessons learned from the great Tech Wreck of 2001

  • What sectors will benefit most from AI?

  • Will there be a recession soon?

  • What Price to Earning ratios (PE) tell about a stock

  • Investment strategies for high PE stocks

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

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