Bullish Outlook: Savita Subramanian Debunks Stock Market Misconceptions
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Published 2023-05-26
American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street in 1792. However, recent setbacks, including a challenging year for equities in 2022 and rising yields on fixed-income investments, have led to a cooling of investor sentiment. We welcome back Savita Subramanian, an influential strategist serving as the Head of U.S. Equity and Quantitative Strategy at BofA Global Research. She challenges the prevailing negative perception of stocks and presents research-backed evidence of their value as long-term investments.
Subramanian, recognized as a top-ranked analyst by Institutional Investor for the last ten years and featured on Barron's list of the 100 Most Influential Women in U.S. Finance for three consecutive years, her expertise is highly regarded in the industry.
In part two of our interview with Subramanian, she sheds light on the significant market trends and explains why stocks should be considered for long-term ownership. Explore her insights and gain a deeper understanding of the enduring value that stocks can bring to your investment portfolio.
#stockmarket #investingstrategy
00:00 Intro
00:33 Introduction
02:06 Interview with Savita Subramanian
22:41 One Investment
24:20 Action Point
WEALTHTRACK #1948 broadcast on April 26, 2023
More info: wealthtrack.com/winning-investment-themes-with-sta…
All Comments (21)
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Thank you for posting episodes on YouTube! It's helpful because it must be at least 7 years since I caught an episode on PBS.
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Your interviews are always a home run. ⚾️
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Savita’s advice is excellent……stay invested!!! This is the best strategy. The great John “Jack” Bogle preached the same theme. Never time the market and “Stay the Course “. Mr Bogle would say that their is no magic trick. Staying invested and not missing any market upturns will make you very profitable.
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Curious to know what are examples that Savita talks about the “quintile two dividend payers”. Is it possible to get a list of the ones she recommends?
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Hello, where can you find a 2nd quintile dividend etf :)?
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How many carbon credits do you have to buy to pretend it didn't happen?
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Wonderful guest.
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Really valuable stuff. Thank you
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Thanks yet again, Consuelo Mack!
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Wow, Sativa was really great to listen to. I'm already a dividend investor and buy exactly the 2nd quintile....just didn't know it was called that. I've known it as the "Geraldine Weiss strategy" ....she was the most successful female investor.
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100% right. “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Don't try to time the market. Dollar cost average. Diversify across all asset classes.
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make Savita a regular guest
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Very useful episode
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Absolutely great show, Thanku for your wducation
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Thank you for the content
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Love her information and advice.
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Quintile two she is referring to what SCHD invests in
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Great program!
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I enjoyed the episode... however, Buffet the stay your course guru is now holding 13% cash from taking Berk profits. So Buffet also recommends taking profits and that means taking profits by selling when appropriate like in rallies, especially bubble rallies like today's fiveLcaps bubble. Then, you also need a buying strategy to reinvest your cash when appropriate. These retrospective statistical studies are highly biased because every rally/correction cycle is unique and a study can therefore cherry pick whatever answer it needs to keep its investors afraid of their own shadows. The market turns over about 2.5%/day because someone somewhere is making money by selling as well as buying. The gambler's fallacy is that half are making and half are taking by a flip of a coin, but in a growing economy, there are more makers than takers. All portfolios should hold 10-20% cash and so all portfolios should churn by 10-20%/yr just like Buffet, the hold stocks guru...
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What would happen if you missed the worst ten days of the decade? Why doesn’t anybody mention that?
