In episode #17 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) helps listeners answer a simple question — how do I become a successful investor? And while the question is simple, the answer takes a bit of digging. In this show, you’ll hear:  3 of the biggest investing mistakes to avoid  4 straightforward tips for investing success  How the average holding period for a stock has decreased dramatically over the years — and why it matters What investors can learn from Warren Buffett, Charlie Munger and the Miami Heat Hope you enjoy the $how! Episode 17 Key Takeaways: 00:00 - Applying the "defense wins championships" mindset to investing.  4:31 - The answer to thinking, "I don't have enough time to get better at investing." 9:00 - The Benjamin Franklin quote that ties into a major investment mistake many people make. 11:58 - The "1 Over N" study and how lacking knowledge can create a portfolio imbalance that hurts investors. 16:17 - The Warren Buffett-backed idea that investing success is more about saying "no" than saying "yes." 17:56 - The data-driven Reuters study that shows how a lack of patience has hurt investors in recent decades. 20:57 - What investors can learn about getting help from the greatest investor of all time. 23:22 - How the 2023 Miami Heat set a strong example for those who want to be successful investors.The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Ver todos los episodios