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Cliff Notes: The Hottest Sectors to Invest in with Ian Dunlap · Earn Your Leisure

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  Speaker 3: See you on the other side, earners, what's going on?
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  Speaker 5: Guys keep asking what are the hottest sexors investing once again, Tech, healthcare, biotech.
• 2:18
  Speaker 5: I want to give you guys a tip. During a recession,
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  Speaker 5: whatever industry calls the pullback or the drop or as
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  Speaker 5: greatest effected by it, those are the industries as you
• 2:30
  Speaker 5: should look into. So we have a healthcare crisis, so
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  Speaker 5: now we have to look at healthcare companies and a
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  Speaker 5: health sector that can help. So Johnson and Johnson, Maderna, etc.
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  Speaker 5: There's a few others that you guys can look into. Also,
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  Speaker 5: one that I've talked about before. For those of you
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  Speaker 5: that work in the hospital field, Striker is amazing. You've
• 2:52
  Speaker 5: been in that one for a while. But please write
• 2:54
  Speaker 5: this down. So if we ever get into a student
• 2:56
  Speaker 5: loan crisis, you need to look at the.
• 2:59
  Speaker 3: Companies that could bail us out.
• 3:01
  Speaker 5: And once that bubble pops, I'll show you next week
• 3:03
  Speaker 5: how to look at that curve to know when it
• 3:05
  Speaker 5: when it will pop. We have to look at the
• 3:07
  Speaker 5: industries that will be affected and if they get to
• 3:09
  Speaker 5: a recession or rock bottom prices, we have to look
• 3:12
  Speaker 5: to invest there because there're once in a lifetime opportunities.
• 3:15
  Speaker 5: Last time it was banking in real estate, and that's
• 3:17
  Speaker 5: why those companies went up. We are in a health
• 3:20
  Speaker 5: crisis right now. So for my athletes and entertainers who've
• 3:24
  Speaker 5: been chiming in and who were like, yo, don't put
• 3:25
  Speaker 5: my business out there, but King.
• 3:26
  Speaker 3: God need some help, just plan is for you.
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  Speaker 5: So when Drake got us deal in twenty sixteen, uh,
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  Speaker 5: this is what I would have done for him. So
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  Speaker 5: number one, whenever you get a big chunk of money,
• 3:41
  Speaker 5: put thirty of that money into whatever asset you like.
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  Speaker 5: You know, Apple, And since you got the deal with
• 3:49
  Speaker 5: Apple twenty sixteen, it would have been a good place to.
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  Speaker 4: Invest, right.
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  Speaker 5: So that average price he would have got in before
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  Speaker 5: the night and one split would have been.
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  Speaker 3: Right. Fifty three years.
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  Speaker 5: Later you would have been out one hundred and four percent.
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  Speaker 4: And it's the model you can use for yourself too.
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  Speaker 5: And then when we had that vicious drop in April,
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  Speaker 5: I would have him put two million more in.
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  Speaker 3: So tell me what the percentage is of the original
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  Speaker 3: mouth that he invested.
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  Speaker 5: So I want you to get thirty three percent at first,
• 4:27
  Speaker 5: and then I want you to add so anytime we
• 4:29
  Speaker 5: have another recession, any vicious pullback, and some of you are, like,
• 4:33
  Speaker 5: how do I know when a market dropped? Whenever they're
• 4:35
  Speaker 5: talking about investing on ESPN, you know things are really bad,
• 4:39
  Speaker 5: right and when everybody's in the barbershop talking about it,
• 4:41
  Speaker 5: that's when the market has hit his lowest piece low
• 4:44
  Speaker 5: loss price. So now, once you add that the average
• 4:48
  Speaker 5: price would have been forty four point sixty five, you
• 4:51
  Speaker 5: gouda have had one hundred and eighty five thousand shares.
• 4:52
  Speaker 5: He'll be up four hundred and fifty seven percent, which
• 4:55
  Speaker 5: you would put him right at twenty eight million. Here's
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  Speaker 5: the crazy part. That would have been sixty one percent
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  Speaker 5: of what he made in twenty twenty. Now, Drake's not
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  Speaker 5: hurt and he's been killing some so far gone. But
• 5:05
  Speaker 5: for those of you that come into a windfall of money,
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  Speaker 5: you have to put that money into better companies than you.
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  Speaker 5: So for my business owners, athletes, entrepreneurs, you have to
• 5:17
  Speaker 5: ask yourself, are you better than Elon? Are you better
• 5:19
  Speaker 5: than Tim Cook? Are you better than their CEO of Google?
• 5:22
  Speaker 5: If not, tie your money to them, and the generational
• 5:25
  Speaker 5: wealth that we want to talk about frequently and have
• 5:29
  Speaker 5: will be there and those.
• 5:30
  Speaker 4: Do you mind repeating that?
• 5:31
  Speaker 3: Because your mic went out? For a little bit during
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  Speaker 3: that during that Drake segment, dang.
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  Speaker 5: Okay, let's run it back for the boy step one.
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  Speaker 5: Anytime you get a bag or get any windfall, you
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  Speaker 5: want to put thirty three percent of your money into
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  Speaker 5: a company that you love. Okay, you want to hold
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  Speaker 5: it for at least four years. So in this example,
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  Speaker 5: after three years, he would have been up one hundred
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  Speaker 5: and four percent. I want you to go through the
• 5:58
  Speaker 5: tech stocks that you love. Go to macrotrends dot net
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  Speaker 5: and look every four years, how much is that stock
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  Speaker 5: up on average? If the company has been around for
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  Speaker 5: twenty years, you have enough data to know on average
• 6:11
  Speaker 5: that over a four to five year period, most tech
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  Speaker 5: stocks are going to go up to.
• 6:14
  Speaker 3: One hundred to two hundred and twenty percent.
• 6:16
  Speaker 5: Anytime we have a recession, I want you to take
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  Speaker 5: pretty much a third of that and put more money
• 6:22
  Speaker 5: back in and then let the price run. Because the
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  Speaker 5: same thing that happened in twenty twenty happened in two
• 6:29
  Speaker 5: thousand and eight. Now, for those of us who missed
• 6:32
  Speaker 5: out like I did because I was afraid and didn't listen,
• 6:34
  Speaker 5: I made sure in this recession that I took advantage
• 6:37
  Speaker 5: of it. So when we have our next one in
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  Speaker 5: probably twenty twenty seven, I want you guys to be prepared.
• 6:41
  Speaker 5: So if you invest in any tech, you should expect
• 6:44
  Speaker 5: over five to seven year periods to be up about
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  Speaker 5: five hundred percent. And like I said, if you do
• 6:49
  Speaker 5: that in this case, that will put me at like
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  Speaker 5: sixty one percent of what he made in twenty twenty.
• 6:54
  Speaker 5: So tie your money to entrepreneurs that are better than you.
• 6:59
  Speaker 5: And the reason why I bring this up this is
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  Speaker 5: a blueprint for freedom for all artists and creators.
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  Speaker 2: Erners.
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  Speaker 1: You just realized your business needed to hire someone. How
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  Speaker 5: I'm tired of seeing our talent fighting on clubhouse and
• 9:58
  Speaker 5: YouTube and ig and the root of that issue is
• 10:01
  Speaker 5: not enough money. I mean, we saw with Button last
• 10:05
  Speaker 5: year and the deal didn't go through with Spotify, but
• 10:08
  Speaker 5: it's like, man, if some of that money would have
• 10:10
  Speaker 5: been tied in to these same tech companies.
• 10:13
  Speaker 3: And even with the thing that.
• 10:14
  Speaker 5: I loved about the collective movement of Reddit, with GameStop,
• 10:20
  Speaker 5: it shows the power if we come together and decide
• 10:23
  Speaker 5: to invest in one company, we can move the market.
• 10:25
  Speaker 5: But we can also have influence inside of those companies
• 10:28
  Speaker 5: as well. So for my creatives and artists, I want
• 10:31
  Speaker 5: you to stop solely be an artist and looking at
• 10:33
  Speaker 5: yourselves as an entity and invest in.
• 10:37
  Speaker 3: So this is what if you.
• 10:40
  Speaker 5: Invest ten k a mont and the market for your
• 10:43
  Speaker 5: child for a two year period, this is what your
• 10:45
  Speaker 5: returns will be. So screenshot this, and this is based
• 10:49
  Speaker 5: off of a conservative return of seven to twelve percent.
• 10:52
  Speaker 5: Nothing crazy, no options, no trading, no futures. And for
• 10:57
  Speaker 5: my business owners who've asked, how can I guarantee riches
• 11:01
  Speaker 5: for my family for a lifetime, A simple calculation. Find
• 11:05
  Speaker 5: an asset that will give you twelve percent a year.
• 11:08
  Speaker 5: And for those of you that are cash for very well,
• 11:10
  Speaker 5: because some of you have had your best year ever
• 11:12
  Speaker 5: in twenty twenty. But I don't want you going to
• 11:15
  Speaker 5: Vegas and blowing all of your money. So put ten
• 11:19
  Speaker 5: grant in and then if you do this over a
• 11:21
  Speaker 5: period of time, this is what the return will be
• 11:23
  Speaker 5: off a conservative investment. So the next big frontier that
• 11:29
  Speaker 5: I think that we will have to face on a
• 11:30
  Speaker 5: commodity side is water. Michael Burry talked about this at
• 11:34
  Speaker 5: the end of The Big Short But I want to
• 11:36
  Speaker 5: give you the ETF before anyone else. C GW as
• 11:42
  Speaker 5: a ticker for the S and P Global Water ETF.
• 11:47
  Speaker 5: Now for those of you in three weeks like, hey man,
• 11:50
  Speaker 5: I got this ETF. Y'all got it here first, right,
• 11:54
  Speaker 5: But as companies have ruined, some of our natural resources
• 12:00
  Speaker 5: is becoming more scarce, and water features will become more
• 12:02
  Speaker 5: popular over the next four or five years. I want
• 12:05
  Speaker 5: you to be prepared. This too is at a high,
• 12:07
  Speaker 5: so I want you to be careful. There's not the
• 12:08
  Speaker 5: time to buy. If there's ever a drop, we'll say
• 12:11
  Speaker 5: it here on the show, but please write this down
• 12:13
  Speaker 5: c GW. It's one of the most important resources that
• 12:17
  Speaker 5: we have on our planet. Rashad Troy and I get
• 12:22
  Speaker 5: probably a thousand messages a month about what to invest in.
• 12:26
  Speaker 5: So I'm gonna give you the top vanguard ets real quick.
• 12:29
  Speaker 5: If you want to invest in a total market VTI
• 12:31
  Speaker 5: is a way to go. If you are looking for value.
• 12:35
  Speaker 5: For my traditional investors. A VTW is a ticket. Please
• 12:38
  Speaker 5: screenshot this. If you're looking for growth VUG and if
• 12:43
  Speaker 5: you think the rotation is coming in small cap is
• 12:45
  Speaker 5: going to take over, you can look at VB. So
• 12:48
  Speaker 5: these are the main four that you can look at
• 12:51
  Speaker 5: to invest in through Vanguard. Now, last week I told
• 12:55
  Speaker 5: you about the type of portfolios that you can invest in,
• 12:57
  Speaker 5: but I want to give you four examples. Takes all
• 13:00
  Speaker 5: the mystery out of it. So the first one you
• 13:04
  Speaker 5: have super Safe. If you don't want to lose any
• 13:06
  Speaker 5: money and you came into a bunch of money, you're like, hey,
• 13:09
  Speaker 5: I don't want to risk anything. It's great that you
• 13:11
  Speaker 5: guys love tech, but I want security. This is the
• 13:14
  Speaker 5: one for you. Look at the ticker IEF and you
• 13:16
  Speaker 5: would do one hundred percent of the capitol here. So
• 13:19
  Speaker 5: here are the positives. Virtually no losses. It only went
• 13:23
  Speaker 5: down two percent last year, So when the world was
• 13:25
  Speaker 5: on fire and everyone was crying about.
• 13:27
  Speaker 3: Losses, you only lost a little bit.
• 13:30
  Speaker 5: Over the last ten years, it only dropped seven point
• 13:32
  Speaker 5: six percent and that was in twenty thirteen. The bad
• 13:34
  Speaker 5: part is it is slow as hell and the returns
• 13:37
  Speaker 5: are small, So you're looking at four point four percent.
• 13:40
  Speaker 3: Growth per year. But this is good for people that
• 13:42
  Speaker 3: are older.
• 13:42
  Speaker 5: So if you're fifty sixty seventy and you want safety,
• 13:46
  Speaker 5: you don't want to gamble, don't want a bunch of
• 13:48
  Speaker 5: draw down, this is the one for you. Number two
• 13:51
  Speaker 5: hial bonds, so you would do a fourth of each
• 13:55
  Speaker 5: of HyG emb SPLB and JJ. The positive is it
• 14:03
  Speaker 5: only dropped eleven percent last year, which is amazing. It
• 14:06
  Speaker 5: averages about six percent per year. And the negative is
• 14:10
  Speaker 5: because it's a bond, it's a little bit slower and
• 14:12
  Speaker 5: not the best if you want growth. Now, this is
• 14:15
  Speaker 5: a classic eighty twenty that Rashall was talking about last
• 14:19
  Speaker 5: last week, right. So the upside is you get great growth.
• 14:25
  Speaker 5: You're going to average about eleven point eighty six per
• 14:27
  Speaker 5: year and a total return over ten years is one
• 14:30
  Speaker 5: hundred and eleven percent, which is amazing. The negatives is
• 14:34
  Speaker 5: it's super aggressive. In two thousand and three it dropped
• 14:37
  Speaker 5: thirty one percent, in two thousand and nine it dropped
• 14:39
  Speaker 5: forty one percent, and then twenty twenty it dropped sixteen percent.
• 14:42
  Speaker 5: So anytime we have an aggressive drop, if you have
• 14:44
  Speaker 5: this mix, your account is going to get hammered. But
• 14:48
  Speaker 5: if you stay in for that five or ten year
• 14:49
  Speaker 5: period like we talked about, you'll be okay. And this
• 14:52
  Speaker 5: is for those of you who want crazy growth all tech.
• 14:56
  Speaker 5: So in this example, I use the example of Apple, Microsoft,
• 14:59
  Speaker 5: and Amazon and AMD. So if you started with ten
• 15:03
  Speaker 5: grand and held it for ten years, it grew to
• 15:05
  Speaker 5: one hundred and thirty one thousand over a.
• 15:07
  Speaker 3: Ten year period. Amazing.
• 15:09
  Speaker 5: The negatives are down twenty five percent and twenty eighteen
• 15:13
  Speaker 5: and you have no downside protection. But those are the
• 15:16
  Speaker 5: four main portfolios that you can do. You can do
• 15:19
  Speaker 5: super safe, you can do mildly safe, you can do
• 15:21
  Speaker 5: a little bit aggressive, and then you can do what
• 15:23
  Speaker 5: I call like Bosston Wall.
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  Speaker 6: Now, my graduates from my school being forced back and
• 15:45
  Speaker 6: drop drop Mike, drop back, drop drop.
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