Cliff Notes: The Hottest Sectors to Invest in with Ian Dunlap - podcast episode cover

Cliff Notes: The Hottest Sectors to Invest in with Ian Dunlap

Feb 07, 202117 min
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Episode description

In this cliff notes Ian talks about the hottest stock sectors to invest in this year. He also discussed tech stocks, fundamental analysis, and high yield bonds. 


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Transcript

Speaker 1

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Speaker 2

Earns is twenty twenty one.

Speaker 3

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Speaker 2

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Speaker 3

See you on the other side, earners, what's going on?

Speaker 2

You are now locked in the cliff Notes, the number one place for investment strategies, tips and advice. Make sure you have your notepads ready, but more importantly, make sure you're ready to execute on the information.

Speaker 5

Guys keep asking what are the hottest sexors investing once again, Tech, healthcare, biotech. I want to give you guys a tip. During a recession, whatever industry calls the pullback or the drop or as greatest effected by it, those are the industries as you should look into. So we have a healthcare crisis, so now we have to look at healthcare companies and a health sector that can help. So Johnson and Johnson, Maderna, etc. There's a few others that you guys can look into. Also,

one that I've talked about before. For those of you that work in the hospital field, Striker is amazing. You've been in that one for a while. But please write this down. So if we ever get into a student loan crisis, you need to look at the.

Speaker 3

Companies that could bail us out.

Speaker 5

And once that bubble pops, I'll show you next week how to look at that curve to know when it when it will pop. We have to look at the industries that will be affected and if they get to a recession or rock bottom prices, we have to look to invest there because there're once in a lifetime opportunities. Last time it was banking in real estate, and that's why those companies went up. We are in a health

crisis right now. So for my athletes and entertainers who've been chiming in and who were like, yo, don't put my business out there, but King.

Speaker 3

God need some help, just plan is for you.

Speaker 5

So when Drake got us deal in twenty sixteen, uh, this is what I would have done for him. So number one, whenever you get a big chunk of money, put thirty of that money into whatever asset you like. You know, Apple, And since you got the deal with Apple twenty sixteen, it would have been a good place to.

Speaker 4

Invest, right.

Speaker 5

So that average price he would have got in before the night and one split would have been.

Speaker 3

Right. Fifty three years.

Speaker 5

Later you would have been out one hundred and four percent.

Speaker 4

And it's the model you can use for yourself too.

Speaker 5

And then when we had that vicious drop in April, I would have him put two million more in.

Speaker 3

So tell me what the percentage is of the original mouth that he invested.

Speaker 5

So I want you to get thirty three percent at first, and then I want you to add so anytime we have another recession, any vicious pullback, and some of you are, like, how do I know when a market dropped? Whenever they're talking about investing on ESPN, you know things are really bad, right and when everybody's in the barbershop talking about it, that's when the market has hit his lowest piece low

loss price. So now, once you add that the average price would have been forty four point sixty five, you gouda have had one hundred and eighty five thousand shares. He'll be up four hundred and fifty seven percent, which you would put him right at twenty eight million. Here's the crazy part. That would have been sixty one percent of what he made in twenty twenty. Now, Drake's not

hurt and he's been killing some so far gone. But for those of you that come into a windfall of money, you have to put that money into better companies than you. So for my business owners, athletes, entrepreneurs, you have to ask yourself, are you better than Elon? Are you better than Tim Cook? Are you better than their CEO of Google? If not, tie your money to them, and the generational wealth that we want to talk about frequently and have will be there and those.

Speaker 4

Do you mind repeating that?

Speaker 3

Because your mic went out? For a little bit during that during that Drake segment, dang.

Speaker 5

Okay, let's run it back for the boy step one. Anytime you get a bag or get any windfall, you want to put thirty three percent of your money into a company that you love. Okay, you want to hold it for at least four years. So in this example, after three years, he would have been up one hundred and four percent. I want you to go through the tech stocks that you love. Go to macrotrends dot net and look every four years, how much is that stock

up on average? If the company has been around for twenty years, you have enough data to know on average that over a four to five year period, most tech stocks are going to go up to.

Speaker 3

One hundred to two hundred and twenty percent.

Speaker 5

Anytime we have a recession, I want you to take pretty much a third of that and put more money back in and then let the price run. Because the same thing that happened in twenty twenty happened in two thousand and eight. Now, for those of us who missed out like I did because I was afraid and didn't listen, I made sure in this recession that I took advantage of it. So when we have our next one in probably twenty twenty seven, I want you guys to be prepared.

So if you invest in any tech, you should expect over five to seven year periods to be up about five hundred percent. And like I said, if you do that in this case, that will put me at like sixty one percent of what he made in twenty twenty. So tie your money to entrepreneurs that are better than you. And the reason why I bring this up this is a blueprint for freedom for all artists and creators.

Speaker 2

Erners.

Speaker 3

What's up?

Speaker 2

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Speaker 1

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Speaker 5

I'm tired of seeing our talent fighting on clubhouse and YouTube and ig and the root of that issue is not enough money. I mean, we saw with Button last year and the deal didn't go through with Spotify, but it's like, man, if some of that money would have been tied in to these same tech companies.

Speaker 3

And even with the thing that.

Speaker 5

I loved about the collective movement of Reddit, with GameStop, it shows the power if we come together and decide to invest in one company, we can move the market. But we can also have influence inside of those companies as well. So for my creatives and artists, I want you to stop solely be an artist and looking at yourselves as an entity and invest in.

Speaker 3

So this is what if you.

Speaker 5

Invest ten k a mont and the market for your child for a two year period, this is what your returns will be. So screenshot this, and this is based off of a conservative return of seven to twelve percent. Nothing crazy, no options, no trading, no futures. And for my business owners who've asked, how can I guarantee riches for my family for a lifetime, A simple calculation. Find an asset that will give you twelve percent a year.

And for those of you that are cash for very well, because some of you have had your best year ever in twenty twenty. But I don't want you going to Vegas and blowing all of your money. So put ten grant in and then if you do this over a period of time, this is what the return will be off a conservative investment. So the next big frontier that I think that we will have to face on a commodity side is water. Michael Burry talked about this at the end of The Big Short But I want to

give you the ETF before anyone else. C GW as a ticker for the S and P Global Water ETF. Now for those of you in three weeks like, hey man, I got this ETF. Y'all got it here first, right, But as companies have ruined, some of our natural resources is becoming more scarce, and water features will become more popular over the next four or five years. I want you to be prepared. This too is at a high, so I want you to be careful. There's not the

time to buy. If there's ever a drop, we'll say it here on the show, but please write this down c GW. It's one of the most important resources that we have on our planet. Rashad Troy and I get probably a thousand messages a month about what to invest in. So I'm gonna give you the top vanguard ets real quick. If you want to invest in a total market VTI is a way to go. If you are looking for value. For my traditional investors. A VTW is a ticket. Please

screenshot this. If you're looking for growth VUG and if you think the rotation is coming in small cap is going to take over, you can look at VB. So these are the main four that you can look at to invest in through Vanguard. Now, last week I told you about the type of portfolios that you can invest in, but I want to give you four examples. Takes all the mystery out of it. So the first one you

have super Safe. If you don't want to lose any money and you came into a bunch of money, you're like, hey, I don't want to risk anything. It's great that you guys love tech, but I want security. This is the one for you. Look at the ticker IEF and you would do one hundred percent of the capitol here. So here are the positives. Virtually no losses. It only went down two percent last year, So when the world was on fire and everyone was crying about.

Speaker 3

Losses, you only lost a little bit.

Speaker 5

Over the last ten years, it only dropped seven point six percent and that was in twenty thirteen. The bad part is it is slow as hell and the returns are small, So you're looking at four point four percent.

Speaker 3

Growth per year. But this is good for people that are older.

Speaker 5

So if you're fifty sixty seventy and you want safety, you don't want to gamble, don't want a bunch of draw down, this is the one for you. Number two hial bonds, so you would do a fourth of each of HyG emb SPLB and JJ. The positive is it only dropped eleven percent last year, which is amazing. It averages about six percent per year. And the negative is because it's a bond, it's a little bit slower and

not the best if you want growth. Now, this is a classic eighty twenty that Rashall was talking about last last week, right. So the upside is you get great growth. You're going to average about eleven point eighty six per year and a total return over ten years is one hundred and eleven percent, which is amazing. The negatives is

it's super aggressive. In two thousand and three it dropped thirty one percent, in two thousand and nine it dropped forty one percent, and then twenty twenty it dropped sixteen percent. So anytime we have an aggressive drop, if you have this mix, your account is going to get hammered. But if you stay in for that five or ten year period like we talked about, you'll be okay. And this is for those of you who want crazy growth all tech. So in this example, I use the example of Apple, Microsoft,

and Amazon and AMD. So if you started with ten grand and held it for ten years, it grew to one hundred and thirty one thousand over a.

Speaker 3

Ten year period. Amazing.

Speaker 5

The negatives are down twenty five percent and twenty eighteen and you have no downside protection. But those are the four main portfolios that you can do. You can do super safe, you can do mildly safe, you can do a little bit aggressive, and then you can do what I call like Bosston Wall.

Speaker 2

To hear a more extended conversation, make sure to check out our live YouTube show market Mondays every Monday eight pm Easter Standard Time, seven pm Central, and check out the Market Mondays podcast on iHeart, Spotify, Apple, or wherever you download your podcast.

Speaker 6

Now, my graduates from my school being forced back and drop drop Mike, drop back, drop drop.

Speaker 1

You just realized your business needed to hire someone yesterday? How can you find amazing candidates fast? Easy? Just use indeed, stop struggling to get your job posts seen on other job sites. With Indeed sponsored jobs, your post jumps to the top of the page for your relevant candidates, so you can reach the people you want faster. According to Indeed data, sponsored jobs posted directly on Indeed have forty five percent more applications than non sponsored jobs. Don't wait

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