Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
All content for Roaming Returns is the property of Tim & Carmela and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
118 - The FAANG Illusion: What Earnings Season Really Shows
Roaming Returns
49 minutes
3 months ago
118 - The FAANG Illusion: What Earnings Season Really Shows
Q2 2025 earnings season looks like a win on paper—81% of S&P 500 companies beat expectations—but don’t be fooled. The market’s strength is overly reliant on FAANG stocks (GOOG, META, AMZN, AAPL, MSFT) pulling the averages higher, while tariffs and lowered guidance have made “surprises” look better than they really are. In this episode, we cut through the noise: 📊 Why Tech & Communications are carrying the market🩺 Healthcare & Financials show quiet resilience🛢️ Energy & Materia...
Roaming Returns
Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
