“The gifting rules, it is no more than $10,000 per year and no more than $30,000 in a rolling five year”
♫
Said on Retire Right
“What I'm not going to have in my fund is those names representing 50, 60, 70% of my portfolio”
Matt Jones · Equity Mates Investing Podcast · Momentum, market concentration & two out-of-favour stocks with Matt Jones
Play from 21:04
21:04
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
limit momentum-driven names to no more than 50-70% of the portfolio weight
50%, 60%, 70%
Said nearby on the same subject
“I think, though, if you're running your retirement numbers, you should assume something no higher than 8%. I personally only use 6% in my portfolio.”
RB
Robert Brokamp
Rule Breaker Investing ·
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
♫
Said on The SME Stream
“We’re trying to stick this to no more than five direct reports, no more than 20 on the team.”
♫
Said on The Pro Serv Podcast: Grow, Scale, and Exit a Boutique Professional Services Firm
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.