Sometimes, deciding when to abandon one position and add a new one is difficult. This week, I share some ideas on how to better manage your portfolio and protect it from clutter.
I also share my feelings on the Tesla earnings call, where Elon Musk seemed to get annoyed by analysts’ questions. It’s fine that Elon ignored these, but I’m still very cautious about Tesla’s prospects. Today I explain why.Download Transcript
0:52 – Listener question from Jason: Is it better to take on a new investing idea or stay with an existing one if a portfolio becomes overwhelming to manage?
5:32 – We’re going to focus more on portfolio management
13:34 – Listener feedback from Neil: Loves the addition of Mike Alkin
21:16 – Listener question from Dirk: What are some positions to play a downturn?
31:07 – Listener question from James: What do I make of Elon blowing off questions from analysts during the earnings call?
40:35 – Make sure you like our Facebook page for more live videos, interviews, and a closer look at my research
(Transcript to come)