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Roaming Returns
Tim & Carmela
132 episodes
1 week ago
Ready to build a portfolio that actually works in todayโ€™s market โ€” not 1985โ€™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 We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions โ€” inflation, rate cuts, volatility, and all. We cover: ๐Ÿ”ฅ The 7-Category Modern Portfolio Blueprint 15...
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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 todayโ€™s market โ€” not 1985โ€™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 We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions โ€” inflation, rate cuts, volatility, and all. We cover: ๐Ÿ”ฅ The 7-Category Modern Portfolio Blueprint 15...
Show more...
Investing
Education,
Business,
Leisure
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/7e/28/76/7e28768d-139f-278e-7fbc-7ba1b7c43b59/mza_17923114886683283469.jpg/600x600bb.jpg
125 - Profit From the Fed Pivot: Real Stocks, Real Strategy, Real Results
Roaming Returns
53 minutes
1 month ago
125 - Profit From the Fed Pivot: Real Stocks, Real Strategy, Real Results
The Fedโ€™s rate cut is shaking up markets โ€” but not every sector reacts the same. In this episode, we take the 6 biggest macrotrends from the current rate environment and dig into real stock and ETF ideas that could benefit most. We cover: ๐Ÿ—๏ธ Manufacturing & Construction plays with upside potential ๐Ÿข REITs & commercial real estate names that could pop ๐Ÿ’ป Tech & growth stocks primed for a comeback ๐Ÿ›๏ธ Retail, hospitality, and dividend sleepers ๐Ÿฆ BDC...
Roaming Returns
Ready to build a portfolio that actually works in todayโ€™s market โ€” not 1985โ€™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 โ€” inflation, rate cuts, volatility, and all. We cover: ๐Ÿ”ฅ The 7-Category Modern Portfolio Blueprint 15...