BMO’s Brian Belski makes big moves in his portfolio

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  • เผยแพร่เมื่อ 30 พ.ย. 2023
  • Brian Belski, chief investment strategist at BMO Capital Markets, joins 'Halftime Report' to discuss his portfolio rebalancing, his outlook on banks, and more.

ความคิดเห็น • 20

  • @Personalfinance_10174
    @Personalfinance_10174 6 หลายเดือนก่อน +6

    Did they cut Wapner's epic takedown on why Belski sold Saleforce? "it was small position" 😂😂😂

  • @Aziz__0
    @Aziz__0 6 หลายเดือนก่อน +45

    Please how do I save my already plummeting portfoIio? I’ve lost about $120k within a few months and I'm not confident about picking st0cks anymore. Are there really no other options for one to gain from the stock market?

    • @Natalieneptune469
      @Natalieneptune469 6 หลายเดือนก่อน

      Rather than just speculating, you should work with a CFP to help you diversify your assets by adding ETFs, index funds, mutual funds, and stocks of firms with reliable cash flows.

    • @PhilipMurray251
      @PhilipMurray251 6 หลายเดือนก่อน +2

      I was earlier advised to find and work with a licensed advsor because I needed a substantial push to keep my portfolio afloat. She was really helpful in helping me develop my reserve from $275k to almost $855k, despite the continuous growth of inflation. You should consider that option.

    • @BenjaminMcLeod815
      @BenjaminMcLeod815 6 หลายเดือนก่อน

      Outstanding! As of late, I have been researching advisors because the market news hasn't been very positive. Who is your professional coach?

    • @PhilipMurray251
      @PhilipMurray251 6 หลายเดือนก่อน +3

      I take guidance from a Colorado-based wealth advisor *Nicole Desiree Simon*. You're most likely going to find her basic info on the internet, she's firmly established and well qualified.

    • @BenjaminMcLeod815
      @BenjaminMcLeod815 6 หลายเดือนก่อน

      Thanks a lot for this. I really didn't know what to do at this point.

  • @oneeyedlama
    @oneeyedlama 5 หลายเดือนก่อน

    I like Belski; he has previously provided good market advice.

  • @erandeser5830
    @erandeser5830 6 หลายเดือนก่อน +1

    Citi has been restructuring and underperf for over a decade. Owning a bit of everything sounds buying SPY.

  • @harrychu650
    @harrychu650 6 หลายเดือนก่อน +4

    Disney has a PE and multiple higher than Tesla without the growth. I believe nearly every movie produced by their studios in 2023 lost money, meaning it cost more to produce then they were able to recover in ticket sales. Disney Plus is not profitable. Moreover, their horrible execution has resulted in hostile activist shareholders attempting to take control of their board of directors.
    This business is a disaster. What exactly is the thesis for buying this stock?

  • @bobbyward2440
    @bobbyward2440 6 หลายเดือนก่อน

    I always find it fascinating to listen to peoples market moves..this guys entire philosophy is. " i have no idea whats going to happen so i am buying everything..if i buy growth i am also going to buy its less growthy counterpart" at least have some conviction

  • @cozyslor
    @cozyslor 6 หลายเดือนก่อน +1

    C and BAC are garbage. BAC is at the same price as 1998. At least you got the dividend. SMH.

  • @JimB-el9we
    @JimB-el9we 6 หลายเดือนก่อน +7

    Brian the dope. He'll be wiped out of a job in 2024.

  • @user-ov6kq1xw3e
    @user-ov6kq1xw3e 6 หลายเดือนก่อน +5

    Definitely do the opposite of this guy if you wanna make money

    • @mikiimai5330
      @mikiimai5330 6 หลายเดือนก่อน

      Why? He bought Neflix in June 2022 and sold today for like 170% profit and with that profit he bought bunch of decent regional banks are steal cheap. You sounds like sour grape when you leave comments like this.

  • @mmercato7174
    @mmercato7174 6 หลายเดือนก่อน

  • @tilleytristan
    @tilleytristan 6 หลายเดือนก่อน

    I thought Belski was still looking for the 2by4s at Canadian Tire

  • @user-pz8db3oh9y
    @user-pz8db3oh9y 6 หลายเดือนก่อน

    Beslki is a little too flamey for me and I’m not even a homophobe

  • @Nofreespeech-bw9gd
    @Nofreespeech-bw9gd 6 หลายเดือนก่อน

    I. Defiantly aint buying what this guy is selling.