📈📚 As always, if you're a beginner to the Stock Market in Canada and you're looking for a step-by-step blueprint on how to get started... Find out more about our Investing Academy here - bit.ly/theinvestingacademy
Can ya'll do a video on preferred shares and what the differences are between them and common stock, also why you may or may not want to invest in them
Thank you! I'm very new and have only a couple stocks so far. I think you are a very good teacher, concise and easily understood to a beginner like me.
Awesome video Brandon! As an intermediate investor this is exactly what I wanted to see when I clicked that poll. I really liked the end of the video where you talked about manipulating your portfolio weightings for a time period. I’ve never really adjusted my weightings as I have been a buy and hold person but you opened my eyes on how I really want to be running my portfolio right now. Thanks and keep up the great work!
Great content as always man, i have learnt so much from your channel.For me you and your dad has always guided me into right direction.On your channel you never talk about hyped companies or stocks, rather always stated to invest in quality businesses for long term and which really changed my mindset.As a new investor you and your dad has really helped me to invest into great companies and have also gained somewhat of little bit knowledge about stock market by watching your videos. As i learn something new every time your video comes out.Keep up the good work.Really appreciate it!
I knew what Beta was but it never occurred to me, for some reason, to look at the average Beta of my portfolio...I was surprised when my average Beta is actually around 1.1 😂Thanks for the video! I now have more proof I'm a bit too conservative 😅
@@Freedomthirtyfiveblog I'm not actually certain what my goal Beta would be, but definitely higher than 1.1 and maybe lower than 1.5. Like I want enough volatility to potentially perform better than the index but not so much I might lose an arm and a leg and limit my compounding haha
As always, thanks for the video. Some feedback from your poll at the beginning of the video: since the majority of your viewers seem to be in the intermediate range of knowledge, it may be interesting to not only describe the high level view of such metric, but also explain how it is calculated (in math) and give examples so that we can calculate it for our own portfolios. I bet you don't always have a ton of time to dive into the mathematical details but something to keep in mind for the future maybe? :) Cheers!
I've never used beta or considered it when picking stocks. Though I really appreciate you taking a deeper dive into some of these little extras that people may be unaware of. Really enjoyed the video and hope you do more like it in the future
Great video Brandon. I use Beta all the time. Combined with Alpha, the two can be a powerful duo to improve investment performance. Beta is also really good for getting a general sense of a stock's IV, which I find useful for making consistent options income. 🙂
I wasn't sure what Beta was but as soon as you said I had to check all of my holdings. My portfolio averages around 1, are the growth etfs with an N/A a good offset to the safe collection or is there a better option for growth. Risk doesn't scare me.
Never used beta before. I like the idea of ensuring your portfolio has both higher and lower beta stocks to balance out through both bull and bear markets. I don’t agree so much on changing weighting of beta based on what the market is doing. What you’re suggesting seems very close to trying to time the market, just in a less severe way than fully cashing out of positions. I feel it’s safer and easier just to hold long through all sorts of markets.
I'm not sure how I'd calculate the beta of my portfolio but it's definitely something I've taken into account when looking into new stocks I don't know. Got me curious to check and I see a lot of what I own had a beta of less than one. And while I know I haven't seen it often, one thing you didn't mentioned (and I have wondered about) is negative beta and how that even works. Also, do ETFs not have a beta because of them being a basket of stocks?
Great Video! I do look at beta and am aware of it as to what to expect when I buy a stock about how much its gonna move around in price. Its also part of my DCF calculator. Really liked your simple explanation and diagrams. It really made this concept easier to understand and now I could actually properly explain this metric to someone else. Thanks for your training this was perfect. I'm curious to know what my beta actually is now...I know i don't ever fall as fast as the market and I never climb as high either so I'm gonna bet its at about a .7? I'm kinda a conservative fellow.
What would be the best way to calculate average beta of total portfolio - I'm assuming using weighted average- stock % of my portfolio x Beta then adding all this up? And follow up question.. would this be a good measure of risk? Or is beta measure a bit different then how you would traditionally view risk
Good vid, dude. I tend to have a nice mix. Low beta for the "investment" portion of my portfolio...higher beta for my much shorter term holdings. And I also tend to have a nice bit of cash sitting on the sideline...just in case. ;)
Does beta deviate from 1 equally on the upside and downside? Ie: two stocks with a beta of 2. But stock A fluctuates between -0.5 and +1.5. While stock B fluctuates between -1.5 and +0.5? Both with a beta of 2? I know it’s more complicated than that, but you get my drift? Stocks could be more volatile on the up or downside, but have the same Beta? I look at it, but I care more about the debt ratio, return on investment, if dividends are increasing, not so much how volatile the stock is.
i think marc may have mentioned beta in an earlier video but i could be wrong. regardless, this was a great vid. i usually reference beta when researching securities. i haven’t taken a look at the avg. beta of my portfolio but definitely will now though
📈📚 As always, if you're a beginner to the Stock Market in Canada and you're looking for a step-by-step blueprint on how to get started... Find out more about our Investing Academy here - bit.ly/theinvestingacademy
Can ya'll do a video on preferred shares and what the differences are between them and common stock, also why you may or may not want to invest in them
Thank you! I'm very new and have only a couple stocks so far. I think you are a very good teacher, concise and easily understood to a beginner like me.
Awesome video Brandon! As an intermediate investor this is exactly what I wanted to see when I clicked that poll. I really liked the end of the video where you talked about manipulating your portfolio weightings for a time period. I’ve never really adjusted my weightings as I have been a buy and hold person but you opened my eyes on how I really want to be running my portfolio right now. Thanks and keep up the great work!
Great content as always man, i have learnt so much from your channel.For me you and your dad has always guided me into right direction.On your channel you never talk about hyped companies or stocks, rather always stated to invest in quality businesses for long term and which really changed my mindset.As a new investor you and your dad has really helped me to invest into great companies and have also gained somewhat of little bit knowledge about stock market by watching your videos. As i learn something new every time your video comes out.Keep up the good work.Really appreciate it!
I knew what Beta was but it never occurred to me, for some reason, to look at the average Beta of my portfolio...I was surprised when my average Beta is actually around 1.1 😂Thanks for the video! I now have more proof I'm a bit too conservative 😅
1.1 isn't bad, lol. What would your ideal portfolio Beta be?
@@Freedomthirtyfiveblog I'm not actually certain what my goal Beta would be, but definitely higher than 1.1 and maybe lower than 1.5. Like I want enough volatility to potentially perform better than the index but not so much I might lose an arm and a leg and limit my compounding haha
Great video! I still consider myself somewhere between a beginner and intermediate investor. This video itself answered some questions I had, thanks!
Patience is very key these recent times! Things will revive. Thanks Brandon for all the great content.
I use it, when it is over a certain amount I watch them very close. Ford at 1.12 is one of them.
As always, thanks for the video.
Some feedback from your poll at the beginning of the video: since the majority of your viewers seem to be in the intermediate range of knowledge, it may be interesting to not only describe the high level view of such metric, but also explain how it is calculated (in math) and give examples so that we can calculate it for our own portfolios. I bet you don't always have a ton of time to dive into the mathematical details but something to keep in mind for the future maybe? :)
Cheers!
I've never used beta or considered it when picking stocks. Though I really appreciate you taking a deeper dive into some of these little extras that people may be unaware of. Really enjoyed the video and hope you do more like it in the future
Great video Brandon. I use Beta all the time. Combined with Alpha, the two can be a powerful duo to improve investment performance.
Beta is also really good for getting a general sense of a stock's IV, which I find useful for making consistent options income. 🙂
Great content as usual. I didn't use beta before but did see the metric in the yahoo app. I will definitely keep it in mind for the future. Thx
My average Beta is 0.69… and my return average is 14.3% annually for the last 12 years… not bad…
Thanks for the video!
😅🤓
I wasn't sure what Beta was but as soon as you said I had to check all of my holdings.
My portfolio averages around 1, are the growth etfs with an N/A a good offset to the safe collection or is there a better option for growth. Risk doesn't scare me.
Really loved the video! Never knew about thé beta Hope you could do a video on How to read and what to look on Yahoo finance! GReat work like always 😀
Thanks for this type of video. New about beta but never how to really use it
Never used beta before. I like the idea of ensuring your portfolio has both higher and lower beta stocks to balance out through both bull and bear markets.
I don’t agree so much on changing weighting of beta based on what the market is doing. What you’re suggesting seems very close to trying to time the market, just in a less severe way than fully cashing out of positions. I feel it’s safer and easier just to hold long through all sorts of markets.
Great Video Brandon, I really enjoyed the intermediate video approach and look forward for more to come
I'm not sure how I'd calculate the beta of my portfolio but it's definitely something I've taken into account when looking into new stocks I don't know. Got me curious to check and I see a lot of what I own had a beta of less than one. And while I know I haven't seen it often, one thing you didn't mentioned (and I have wondered about) is negative beta and how that even works. Also, do ETFs not have a beta because of them being a basket of stocks?
Great Video! I do look at beta and am aware of it as to what to expect when I buy a stock about how much its gonna move around in price. Its also part of my DCF calculator. Really liked your simple explanation and diagrams. It really made this concept easier to understand and now I could actually properly explain this metric to someone else. Thanks for your training this was perfect. I'm curious to know what my beta actually is now...I know i don't ever fall as fast as the market and I never climb as high either so I'm gonna bet its at about a .7? I'm kinda a conservative fellow.
Hey, any reason why some companies have no beta?
I'm also wondering about TTCF's beta of 0.21. This seems low.
Thank you!
oh man this is such a really helpful information, thanks brandon. huge help
thank for answer tht question for me I was wondering what beta was this useful to help me build my knowledge
Great video bud!! Thank you so much!!
Great video! Thanks for the info, this is perfect.
My portfolio Beta is 1.2 and my return since June 2020 is 246%.😁
What would be the best way to calculate average beta of total portfolio - I'm assuming using weighted average- stock % of my portfolio x Beta then adding all this up? And follow up question.. would this be a good measure of risk? Or is beta measure a bit different then how you would traditionally view risk
Good vid, dude. I tend to have a nice mix. Low beta for the "investment" portion of my portfolio...higher beta for my much shorter term holdings. And I also tend to have a nice bit of cash sitting on the sideline...just in case. ;)
Is there a Master Beta sorry had to.
Does beta deviate from 1 equally on the upside and downside? Ie: two stocks with a beta of 2. But stock A fluctuates between -0.5 and +1.5. While stock B fluctuates between -1.5 and +0.5? Both with a beta of 2?
I know it’s more complicated than that, but you get my drift? Stocks could be more volatile on the up or downside, but have the same Beta?
I look at it, but I care more about the debt ratio, return on investment, if dividends are increasing, not so much how volatile the stock is.
Love da intro with tbt song keep them up
what about using securities with negative beta for hedging
Thanks, I just learned something useful!
As always - great explanation!
i think marc may have mentioned beta in an earlier video but i could be wrong. regardless, this was a great vid. i usually reference beta when researching securities. i haven’t taken a look at the avg. beta of my portfolio but definitely will now though
Does it shows only on yahoo finance or company’s earnings report had it?
great video. thanks brandon!!
Thank u
Sir I am a student i took some share in td bank and virgin galactic. Now market is coming down. Can I remove the stock or hold
Another Great video, I have learned something new.
Thank you Brandon!
Im willing to wager that if I just buy XEQT every two weeks and sometimes adjust my bonds/stock allocation, i could be ahead of the game. Lol
Like this kind of content 🍻
Good content
Interesting.....Nope...I never used BETA.
Stock market manipulation lol 😆