Bryce (Equity Mates host)
speaker
412 appearances
4 recordings
1 series
first heard Apr 2026
last heard 13 Jul
Bryce (Equity Mates host)’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
That wasn't it.
Okay.
Yep.
I love it.
Great place to start.
Great place to start.
My reflection on the satellite, and this is something that we talk about a lot on the show, is as you kind of get in the groove of things and you start feeling like there's so many opportunities to start putting money into, going too thin on the satellite sometimes, I would just say keep an eye on it.
You know, having $100 in one stock and $100 in another stock and $100 in another stock, it might be better just to keep building conviction in one or two and keep building positions in that over time.
Because there's been a lot of instances where we've been super thin on a lot of stocks and it's just like, why would we even own this thing?
I don't think dollar cost averaging into a satellite portfolio is the right thing to do.
I think an ETF is okay because you're playing the trend and you've just got to remember that thematic ETFs are never bottom draw, leave it alone, never look at it.
You need to stay on top of the AI infrastructure thematic and understand the drivers for that.
Blindly dollar cost averaging into an individual stock, I think, can be problematic.
Because then you're not going to pay attention to it.
You're just going to keep funneling money in.
And, of course, there's thousands of examples in history where dollar cost averaging into a company would have been awesome.
Berkshire Hathaway, all the tech companies.
But just from like a behavioral point of view and like –
I think you just don't want to take your eye off it.
Then you do also move away from having any sort of thought about valuation because you're just like, I'm going to buy it at whatever price.
Showing 281–300 of 412 · page 15 of 21
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