Louis Llanes
Louis Llanes
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Winning Strategy for Investors Who Want Rising Income | EP 97
In this episode of The Market Call Show, I discuss a practical strategy for investors seeking a rising income stream, particularly in the face of inflation and increasing retirement expenses. I outline a dividend growth approach that combines consistent income with long-term capital appreciation, making it a core strategy for retirement portfolios.
I explain how to identify and select a "winning universe" of stocks, emphasizing the importance of companies with strong fundamentals, reliable earnings, and a history of steadily increasing dividends. The process includes filtering stocks based on criteria like liquidity, a 10-year track record, and consistent dividend growth. This narrows the focus to high-quality companies that can provide stable and growing returns.
Portfolio construction is another key element. I share how to build and manage a diversified portfolio by limiting sector and industry concentrations, maintaining balanced position sizes, and setting guidelines for rebalancing. I also discuss how to evaluate stocks continuously, using both fundamental and quantitative rankings to guide investment decisions.
This approach is designed for long-term investors aiming for reliability rather than speculative gains. I highlight the benefits of blending this core strategy with other satellite investments, such as bonds or private real estate, to enhance returns and reduce risks. Whether you're retired or planning for the future, this strategy can serve as a foundation for a resilient and income-generating portfolio.
Listen in for actionable insights and tips to build your financial future.P.S. Whenever you’re ready… here are 3 ways I can help you with YOUR investing and wealth planning advice:
1. Listen to the Market Call Show Podcast
One of my favorite things to do is to talk with smart people about investing, financial planning, and how to live a full life. I share this on my podcast the Market Call Show. ua-cam.com/channels/ZZBFVZq3wIkZtToH-StTYw.html
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, the Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. You can get a personalized signed hardcover copy - www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one
If you would like talk with me about planning and investing for your future. - meetings.hubspot.com/louis-llanes?uuid=979d970e-5869-43f5-87f7-0c20ea991e6e
Переглядів: 31

Відео

AI Driven Investment Breakthroughs | Ep96
Переглядів 672 місяці тому
In this episode of the Market Call Show, I dive into the transformative role of artificial intelligence in wealth management. Together, we’ll explore how AI is reshaping portfolio management, moving beyond a mere tool to become a revolutionary force in investment strategies. Drawing on groundbreaking insights from Brooklyn Investment Group’s latest white paper, we’ll uncover how AI enables weal...
Fishing in Less Crowded Technology Stocks | EP 95
Переглядів 342 місяці тому
Today, on the Market Call Show, we dive into smarter tech investing, I paint a vivid picture of the current tech sector, likening it to overfished rivers where investors crowd around large-cap stocks, inflating prices and squeezing out value. We come up with a fresh approach: focusing on smaller tech companies and early-stage private equity to achieve better diversification and risk reduction. ...
Are You Leaving Money On the Table | Ep 94
Переглядів 362 місяці тому
Today, on the Market Call Show, we're uncovering three powerful yet underutilized strategies that could revolutionize your retirement savings approach. We dive deep into the world of the mega backdoor Roth IRA, revealing how high-income earners can bypass traditional contribution limits and potentially save thousands in taxes over time. Next, we explore the often-overlooked realm of self-direct...
Preparing Your Portfolio for Retirement | EP 93
Переглядів 784 місяці тому
Today, on the Market Call Show, we're discussing the importance of authenticity in financial planning. Using a great Rush analogy, we look at how sequencing returns impacts the longevity of your portfolio , and we talk about strategies to navigate varied markets. Most of us are concerned with peace of mind in retirement, and having enough to do everything we want to do, so taking a personalized...
Current Market Turbulence | Ep 92
Переглядів 355 місяців тому
Today, on the Market Call Show, we examine strategies for navigating volatile market conditions. Recent turbulence, driven by factors like the global sell-off, tech declines, and yen carry trade unwinding, has intensified volatility. We dissect the economic and geopolitical influences intensifying volatility. We illustrate the multifaceted challenges facing investors through examples such as NV...
Staying Rational in Emotional Markets | Ep 91
Переглядів 235 місяців тому
In this episode of the Market Call Show, we're discussing mastering long-term investing and balancing risk and return through strategies like adjusting asset allocation over time. With large-cap sell offs recently, we highlight opportunities in small-cap stocks and look at the fundamental analysis of these businesses. Drawing my experience as a portfolio manager, I'll share some of the tools I'...
The Fear and Greed Index Discussion with Jason Meshnick | Ep 90
Переглядів 835 місяців тому
The Fear and Greed Index-Discussion with Jason Meshnick In this episode of the Market Call show, I sit down with Jason Meshnick, a market maker turned fintech pioneer whose intriguing career journey has taken him from the bustling trading floors of the early 2000s to the cutting edge of AI in finance. Jason recounts his winding path from a philosophy major in small-town Poughkeepsie, New York, ...
Unlocking Long Term Gains in Tech Investments | Ep 89
Переглядів 186 місяців тому
In this week's show, we talk about some of the secrets to tax-efficient investing strategies specifically tailored for tech stock portfolios. As someone working in the tech industry, you may have significant shares tied up in your employer's stock-with great potential for appreciation, but also significant risks. Listen as I break down the potential volatility and tax implications of concentrat...
Maximizing Your Real Estate Returns | Ep 88
Переглядів 186 місяців тому
Unlock the secrets to smart real estate investing and learn how to maximize your returns while minimizing your tax burden. In this episode of the Market Call Show, we uncover the essential strategies for achieving a balanced portfolio by diversifying your assets into business ventures, real estate holdings, and secure reserves like cash or gold. We'll reveal how to strategically rebalance your ...
Monte Carlo Simulation and Financial Planning | Ep 86
Переглядів 196Рік тому
Podcast Mentions: FREE Portfolio Review, www.wealthnetinvest.com Wealth Beyond Numbers, www.lblmedia.net/workshop Welcome to the Market Call Show! This latest episode of the Market Call Show explains the best way to use Monte Carlo simulation, model different scenarios and make decisions with greater wisdom. The key is constructing the right asset blend, with stability, growth potential, and ta...
Use "Mr. Market" to Your Advantage | EP 85
Переглядів 95Рік тому
It’s been a while since our last episode of The Market Call Show. I’ve been working on some exciting projects, which is why there's been a brief hiatus in our podcast schedule. However, I’m thrilled to announce that I’m back and ready to deliver more insightful content to help you navigate the ever-changing landscape of the financial markets. In this episode, we'll be diving into the dynamic wo...
Navigating Uncertainty | Ep 82
Переглядів 78Рік тому
In this episode, Louis talks about the conflicting emotions surrounding current investment landscapes. With the economy appearing uncertain and news causing unease, we explore the principles of stability through two renowned investment books: "The Intelligent Investor" and "The Rule." Join us as we dive into Louis' concepts of quality, valuation, and sentiment, and examine how these principles ...
Clients We Refuse to Work With | Ep 81
Переглядів 138Рік тому
Revealed: The Clients We Refuse to Work With - Unmasking the Traits of Terrible Investors | EP 81 This week, I'll explore how a simple shift in mindset can revolutionize your investment decisions. I'm talking about the core principles of probabilistic thinking, diversification, emotional mastery, and understanding investment cycles. Here's a sneak peek of what to expect: The Role of Probabilist...
Top 5 Questions: Your Advisor's Critical Role in Spousal Support | Ep 80
Переглядів 31Рік тому
Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Ep 80 Podcast Mentions: 10-Point Checklist for Worry Free Retirement, www.retireready.live Have a question you'd like addressed on the show? Email Louis at hello@louisllanes.com Social Media Links: Twitter: /louisllanes Facebook: /louisllanes /marketcallshow LinkedIn: @louisllanes Schedule a call and free portfolio review www.we...
Avoid These 5 Mistakes Before You Retire | Ep 79
Переглядів 85Рік тому
Avoid These 5 Mistakes Before You Retire | Ep 79
Mastering Your Personal Economy | Ep 78
Переглядів 57Рік тому
Mastering Your Personal Economy | Ep 78
Conquering Market Flaws | Corey Hoffstein | Ep 77
Переглядів 284Рік тому
Conquering Market Flaws | Corey Hoffstein | Ep 77
Blueprint to Making Money in Stocks | Ep 76
Переглядів 68Рік тому
Blueprint to Making Money in Stocks | Ep 76
Bull Speed or Yield Curve Ahead | Ep 75
Переглядів 52Рік тому
Bull Speed or Yield Curve Ahead | Ep 75
Martin Pring on A Bull Market Outlook | Martin Pring | Ep 74
Переглядів 822Рік тому
Martin Pring on A Bull Market Outlook | Martin Pring | Ep 74
Beyond Market Theories | with John Kosar | Ep 73
Переглядів 217Рік тому
Beyond Market Theories | with John Kosar | Ep 73
Laurens Bensdorp on Trading in Any Market Condition | Laurens Bensdorp | Episode 72
Переглядів 2,4 тис.Рік тому
Laurens Bensdorp on Trading in Any Market Condition | Laurens Bensdorp | Episode 72
Investing in a Climate of Change | Ep 71
Переглядів 52Рік тому
Investing in a Climate of Change | Ep 71
All Weather Trader with the Market Wizard Tom Basso | Ep 70
Переглядів 1,5 тис.Рік тому
All Weather Trader with the Market Wizard Tom Basso | Ep 70
Investing Outside the Stock Style Box | Ep 69
Переглядів 51Рік тому
Investing Outside the Stock Style Box | Ep 69
The Value of VWAP | Ep 68
Переглядів 349Рік тому
The Value of VWAP | Ep 68
Optimizing Returns with Wes Gray | Ep 67
Переглядів 463Рік тому
Optimizing Returns with Wes Gray | Ep 67
Is the Big Bear Hibernation Over? | Episode 66
Переглядів 26Рік тому
Is the Big Bear Hibernation Over? | Episode 66
Know This Before You Rollover Your Old 401(k)
Переглядів 54Рік тому
Know This Before You Rollover Your Old 401(k)

КОМЕНТАРІ

  • @PH-dm8ew
    @PH-dm8ew 9 днів тому

    Great Job Wade Pfau;

  • @high_low_jack
    @high_low_jack Місяць тому

    Inflation is your problem with 10 Million?Wealth advisors are academically certified-Wealth advisors should be certified "Wealthy" to give advice

  • @Bondbeer
    @Bondbeer Місяць тому

    Good video. I took the lump sum with a similar 6% payout on the annual for a 100% joint annuity. My annuity did not have the inflation adjustment like your example which is a big difference

  • @Bondbeer
    @Bondbeer Місяць тому

    Good video. One variable you can control is portfolio return by buying a long term treasury bond or a TIPs ladder if you want to also reduce inflation risk. For me the break even at 5% growth was 27 years.

  • @davidfolts5893
    @davidfolts5893 4 місяці тому

    Excellent discussion, thank you!

  • @Papamonty01
    @Papamonty01 6 місяців тому

    Excellent episode, thank you for the post with Dr. Pfau!

  • @princbul
    @princbul 7 місяців тому

    LIFE NEVER EVER WSTOP

  • @michaeldbouck
    @michaeldbouck 8 місяців тому

    Agree. Drawdowns (especially extended drawdowns) contributes most to overall returns. Sacrificing upside potential to overperform on the downside nets greater overall performance than many max alpha portfolios.

  • @user-fs8tl7ni1w
    @user-fs8tl7ni1w 10 місяців тому

    Your assistant is your CPA? Sorry, she’s a licensed professional. A CFA is just an industry designation. You should be working for her.😂 She must be young.

    • @mikeglozier9001
      @mikeglozier9001 3 місяці тому

      I am sure after he reads this, he will switch roles.

    • @user-fs8tl7ni1w
      @user-fs8tl7ni1w 3 місяці тому

      It’s backwards, but I get your humor.

  • @bruceg
    @bruceg 11 місяців тому

    Great Interview! Dr. Tharp RIP. Van Tharp Institute was located less than 10 miles from my home.

  • @bahijarhafiri
    @bahijarhafiri Рік тому

    Like Warren Buffet said, dividends are only good if the business you’re investing into can’t make good use of that capital. The way I see it if you have a $1 million at some point, that’d be enough to create a portfolio that would pay you between 50k-70k in dividend income...

    • @bahijarhafiri
      @bahijarhafiri Рік тому

      Having a counselor is essential for portfolio diversification. My advisor is Jenny Pamogas Canaya* who is easily searchable and has extensive knowledge of the financial markets

  • @bkhammer3807
    @bkhammer3807 Рік тому

    Nothing like covering Ben Graham in an awesome Hawaiian shirt! Love it! Great insight. Keep it up brother!

  • @stumpy25lbs
    @stumpy25lbs Рік тому

    Excellent interview!! I also read his book many many years ago! 🙏🏼

  • @kravenzoe7707
    @kravenzoe7707 Рік тому

    Best interview I've seen with Bensdrop. Llanes does a great job of digging into Bendrop's history and strategy. The episode presents a good background for both of Bendrop's trading books.

    • @laurensbensdorp
      @laurensbensdorp Рік тому

      Thank you. Louis indeed is a great interviewer, and he knows his stuff!

    • @dariusAJM
      @dariusAJM Місяць тому

      What a great interview, guess I'm buying yet another book on trading. Nice choice of residence at the time too, the Algarve is particularly nice 👍

  • @pangpingw
    @pangpingw Рік тому

    thanks Louis. it will be better for the view if there is less screen transition.

  • @MrWaterbugdesign
    @MrWaterbugdesign Рік тому

    55:35 Non-financial aspects...I agree 100%. I see so many of my male friends (assume true for their wives too but I don't know) look super unhappy in their marriage and retirement makes it even worse. They don't seem to even consider ending the marriage. Maybe they think they can't date again. Maybe they know splitting assets will wreck their retirement. It seems very sad to me. I divorced at 59 after 18 years of an unremarkable marriage. I didn't realize how unhappy I really was until after the divorce. The freedom was wonderful and suddenly I was back to being able to do so many more things. Marriage = compromise which many people say like it's a good thing. IMO couples should seriously consider divorce before retirement as part of retirement planning. There are options. For example maybe you want to stay together but want more freedom and Living Apart Together would work. Better to face reality sooner than later imo.

    • @METVWETV
      @METVWETV 5 місяців тому

      What an Absolutely sad and secular post.....

  • @MrWaterbugdesign
    @MrWaterbugdesign Рік тому

    47:20 Long term care is not something I've ever heard retired family friends ever talk about. I planned for retirement and now at 66 am planning for long term care while still very healthy. The concept of living in a semi-private room or any care home is not appealing to me. The cost is unlikely something I could fund for very long. My plan is to offshore my long term care. First I found out about very nice developments in countries like Costa Rica just for foreigners to retire to and will provide long term care when needed. Stay in your home and cost drops from $100k/yr to maybe $20k/yr. Then I found out about SE Asia. I'm a single US man and was surprised young attractive women in SE Asia were attracted to some foreign men. Yes, of course they're attracted to the security a foreigner can provide, but that's no different from any other place in the world. By instinct women are attracted to providers and men to young women. No logic to it, just the way humans evolved. But many of these women like taking care of a house and husband. Huge age gaps are no issue in SE Asia. Many cases of these women sticking with their foreigner through any medical issue. Impressive. Plus a live-in housekeepers can be $100-200/mo plus food. A live-in fully trained Registered nurse $500-600/mo. A trained live-in caregiver able to lift me is about $1000/mo. Those are all no problem for my budget. So in theory I could have a loving wife plus hired caregivers and stay in my house all for far less cost than staying in the US.

  • @MrWaterbugdesign
    @MrWaterbugdesign Рік тому

    I'm 66 and about 30 years ago I started an IRA...for about 2 months. Withdrew the money and paid the penalty. I opened it because so many people said that was smart. But I didn't really understand it all due to my lack of interest in such things. I also didn't understand what the future would be like. My thinking was to use that money, and time understanding and managing an IRA was better spent creating more current income. That worked out for me and retired at 45 but not with a pile of money. Mostly retirement was funded by a big lifestyle change, reduced expenses to $600/mo the past 10 years or so. I wish there was a better term than "retirement" or even "early retirement" for the period of "early" until "traditional". At sometime in the next 4 years I'll take SS, get a reverse mortgage line of credit and rent part of my house as I spend more time traveling all of which will be traditional retirement.

  • @make756perday
    @make756perday Рік тому

    "When you stop chasing the wrong things, you give the right things a chance to catch you." *Lolly Daskal

  • @PopPop0424
    @PopPop0424 Рік тому

    Thank you for this great interview!

  • @michaelkrauss8510
    @michaelkrauss8510 Рік тому

    Great interview with Martin Pring, Louis! I have the first edition of Technical Analysis Explained, with a badly ripped dust cover, here in my office. I will never forget subscribing to the "Pring Market Review" back in the 1980s. Great memories!

  • @Lisa-on2cz
    @Lisa-on2cz Рік тому

    EXCELLENT content. Thank you both.

  • @markrobinson7307
    @markrobinson7307 Рік тому

    Excellent discussion. My curiosity is peaked to know what exciting project Brian is working on!

    • @louisllanes
      @louisllanes Рік тому

      Yes! We'll be watching to see as well! Cheers!

  • @davidmeyers2114
    @davidmeyers2114 Рік тому

    That was a great conversation! Even though I understood about 85%, I loved it when you two geeked on the details.

    • @louisllanes
      @louisllanes Рік тому

      Glad you enjoyed it! Hope you'll listen to more!

  • @Henri_HardKnocksU
    @Henri_HardKnocksU 2 роки тому

    Great pod.....also highly recommend Louis Llanes' book.....Financial Fredom Blue Print....Henri N.

  • @peterandelizabethodonoghue153
    @peterandelizabethodonoghue153 2 роки тому

    Super Job Louise

  • @dollarwil1234
    @dollarwil1234 2 роки тому

    Another interview gem.

  • @dollarwil1234
    @dollarwil1234 2 роки тому

    Excellent interview with a legend. I learned a lot watching her and Carter Worth on CNBC in the 2007 decline. That's when I started my journey in Technical Analysis and Forex. Her perspective remains as clear as a bell to discern.

  • @surenkhalsa
    @surenkhalsa 2 роки тому

    Very informative..listening to one of founders of CMT..

  • @charlestancred6181
    @charlestancred6181 2 роки тому

    The market is closing at an important level. When 90% of S&P 500 stocks are trading above their 50-day moving averages, that has historically signaled the beginning of a new bull market (i.e. 2009, 2011, 2018-19, 2020).

    • @jorjabertie3466
      @jorjabertie3466 2 роки тому

      If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55% would be the GREATEST bear market rally ever after an interim bear market decline of -27.77% or less.

    • @philipvincent3342
      @philipvincent3342 2 роки тому

      the highest number in almost four decades..

    • @elizabethangus6628
      @elizabethangus6628 2 роки тому

      That's more than the historical S&P500 return.

  • @ingeborgeickmeyer5179
    @ingeborgeickmeyer5179 2 роки тому

    Prⓞм𝕠𝕤𝐌 😊

  • @ivankeliimov6795
    @ivankeliimov6795 2 роки тому

    ua-cam.com/video/jvYoFuqAcPA/v-deo.html !

  • @ClearOutSamskaras
    @ClearOutSamskaras 3 роки тому

    Heteroskedasticity is NOT geeky. Not knowing this concept induces people to make comparisons between magnitudes that have no business being compared to each other.

  • @keepitup3611
    @keepitup3611 3 роки тому

    Powerful discussion! - My take away Stand on your ground... Drinking choco while watching,awesome!

  • @keepitup3611
    @keepitup3611 3 роки тому

    Awesome book review😍 Learned a lot ❤❤❤

  • @袁若水-o3v
    @袁若水-o3v 3 роки тому

    Thank you for sharing .

  • @loonyTunes86
    @loonyTunes86 3 роки тому

    B. TC is on a unimaginable run, with insignificant sign of stopping. I understand people disdain saying "this time is uncommon" yet the proportion of banks, establishments, and associations who have contributed countless dollars with the objective to hold long stretch: how should we discredit that this may be the "super cycle" everyone is examining? The conditions of this purchaser market are not typical for anything we have anytime seen. βͳ↻ still has far to go similarly as gro wth, I have been in the crypt0 world for somewhat more than a year now and I have had the alternative to make 31 βͳ↻ foIIowing the reasonable adv!se and tradn s!gnals from Mike Lent a virtuoso anaIysis that is reliably out before other tradrs, he runs a program for veritable disliked monetary sponsor/beginners who are intrigued to e arn from digit coin paying little brain to the current pr!ce chart. You can without a doubt get to Mike on Եҽlҽցɾαต Mikelent

    • @kaiser69007
      @kaiser69007 3 роки тому

      Forex Investment has been beneficial to me for the past 5 months, with the help of Mike Lent

  • @abdulazizalhebaishi1515
    @abdulazizalhebaishi1515 4 роки тому

    Great work you guys. Always nice to hear quality discussions like these. All the support from Saudi.

  • @fififinance7469
    @fififinance7469 4 роки тому

    A great video as always and you come across fantastic .And you explain yourself so well, income investing is definitely something im looking at 😎💪

  • @cyberguy4362
    @cyberguy4362 5 років тому

    Great insight

  • @finbraintechnologies8738
    @finbraintechnologies8738 5 років тому

    FinBrain provides future predictions for more than 6000 financial assets using Deep Learning models, you can visit our website for more and become and early adopter of this technology.

  • @lmj612
    @lmj612 6 років тому

    Louis, thanks for posting the series. I'm currently studying for CFA L2 and this series is helpful!