009 - Limit Your Downside Risk With Low Beta Stocks

Explicit content warning

09/15/23 • 12 min

If down days in the market send you into panic mode, you need to implement a beta strategy. Stocks with a beta close to 1 are much less volatile than the market, which limits your downside.
Low beta's also decrease the upside. But that's okay for dividend stocks, because of reinvesting and compounding.
CALM is our favorite and ridiculously low beta stocks. Who would've thought that eggs could be so exciting?
Of course there's other ways to limit your downside like

Bonds - Episode 5
Preferred Shares - Episode 7
Worthy Bonds - Episode 6

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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Bonds - Episode 5
Preferred Shares - Episode 7
Worthy Bonds - Episode 6

For a more detailed summary of this episode, click here.
Leave your comments here. (no email required) We value your feedback.
Or you can drop comments on this episode's corresponding social posts.

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.
Stay connected. Follow us on social!

Episode music was created using Loudly.

Previous Episode

008 - How Ex-Dividend Dates Affect Stock Price And When You Get Paid

The ex-dividend date is important when it comes to dividend investing. It tells you if you're eligible for the next dividend payout or if you have to wait until the next cycle.
Waiting could mean a month or a year depending on the frequency of the company's payouts. That's why we prefer monthly payers. Monthly payouts also compound faster.
The main thing you need to know about the ex-dividend date is that it can affect a stock's price. And since price determines how many shares you can buy with your money, it's a good thing to be aware of.
Drop your comments or questions for this episode on one of our posts.

Use this calculator to see the difference in value if you get dividend payouts monthly versus quarterly. It does make a difference and it gets bigger the longer your time frame.
If you're looking for a quick summary on ex-dividends, click here. This includes a screen shot of how to find an ex-dividend date.
For anyone who's interested in our sideline comments about plasma donation, the informative documentary is here.
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Next Episode

010 - What Everyone Needs To Do First Before They Start Investing

It might be exciting to jump right into the stock market, but until you figure out if you actually have money to invest, you need to slow your roll.
The biggest risk of investing comes from putting money into the stock market that you can't afford to lose (value dropping short term).
If you have credit card debt or no savings, you need to start there first. Successful investing comes from having the right foundation so you can play to win the investing game.
Awareness is key, so you need to track and evaluate your spending (Mint, EveryDollar, spreadsheets, pen & paper). You can't invest money when you're negative every month.
Make sure your bills are covered and then intentionally decide where you want to use your discretionary money.
Investing and seeing your accounts make money is really fun so make sure you have the right foundation set up before putting money in stocks.
Drop your comments or questions for this episode on one of our posts.

If you're looking for a more detailed summary of this episode, click here.
We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search.
We appreciate your support!

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Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.
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Episode music was created using Loudly.

Roaming Returns - 009 - Limit Your Downside Risk With Low Beta Stocks

Transcript

Welcome to Roaming Returns, a podcast about generating a passive income through investing so that you don't have to wait 'till retirement to live your passions.
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