On this episode of Your Telecom Retirement, you'll discover the hidden intricacies and surprising truths of modern portfolio management.

Forget the conventional wisdom and dive into a thought-provoking exploration that challenges the status quo.

What You’ll Discover:

🍎 00:33 – The Apple Illusion: Unravel why comparing your portfolio to the S&P 500 in this era might be misleading. Discover how what you thought were apples in your investment strategy are actually paperweights!

💹 01:13 – The S&P 500 Deconstructed: Learn about the REAL components that make up the S&P 500 and why it's essential to look beyond the surface.

📊 03:03 – Market Capitalization Mysteries: Understand the concept of market capitalization and how it affects the valuation of companies like Tesla.

🏢 06:23 – The Big Seven's Influence: Find out how seven key companies significantly impact the S&P 500 and your investment decisions.

🔄 10:58 – Cyclical Trends in Investment: Gain insight into the cyclical nature of investments and how current trends might not always hold true.

🛠️ 17:15 – Rethinking Portfolio Evaluation: Learn practical ways to evaluate your portfolio's performance, especially in light of the dominant role of a few companies.

🧐 19:10 – The Importance of a Detailed Checklist: Embrace the importance of meticulous scrutiny in managing your investments, drawing parallels from aviation safety checks.

This isn't your typical investment talk; it's a journey through the unexpected twists and turns of the financial world as we close 2023 and step into 2024.

Are you ready?


EPISODE LINKS
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure