Steve Selengut
speaker
246 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Steve Selengut’s voice in public audio — every appearance, attributed to the second.
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Appearances
Whereas an income-focused investor has taken those profits, turned it into more capital, producing more income, and now he's got an opportunity to do it all over again.
I look at three things.
First, they have to know a little about me, about my strategy.
My strategy is totally different from mostly that they know of.
Not many know professionals
that I know of, are focused on generating income for their clients.
They get paid on AUM.
Their bosses get paid on AUM.
They want them to grow the amount under management.
And the income, it doesn't work that way with an income-based portfolio.
So what I look at and what I talk to people about is we'll look at your portfolios and we'll look at the quality of what you own.
We'll look at how well diversified you are.
We'll look at the income you're producing, and we'll see if you've been taking your profits or not.
And by looking at a portfolio, those things are all pretty easy to judge.
And with the experience I've had in both the stock market, the bond market, and now what we call the closed-end fund market, it's a fund different from ETFs and mutual funds, which we can get into later.
So I look at what they have.
I ask them to come with any questions they have of me after reading the book or what my background is.
Most people will come to an investment person and at least have an idea who he is and what he does.
They've watched some podcasts or they've read the book or they've read the book reviews.
They've done something to check me out before they're going to give me a couple hundred bucks to look at their portfolio.
Showing 81–100 of 246 · page 5 of 13
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