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In this episode we cover the Radish Portfolio. A December 2024 review and a look ahead to 2025 and my thoughts on each holding.

In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and what it may mean.



The Dividend Tracker

The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.

Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0


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Quantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.


In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account

https://thedividendtracker.com/?ref=9Bkjr0

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In this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO).

Which one is the best to buy? The best choice is not based on the highest historical performance or dividend yield. Instead I walk through how to select an ETF that aligns with your portfolio and investing goals.

ETF Overlap Tool
Avoid and check for overlap in your portfolio with this free tool
https://www.etfrc.com/funds/overlap.php

The Dividend Tracker
Get serious about tracking your portfolio and dividends all in one place
https://thedividendtracker.com/?ref=9Bkjr0

Contact Tom and Radish

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In 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market doesn't of up 30% every year. No matter where you are in your investing journey it is important to "self-scout" reflect, learn and improvise as needed.

In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account

https://thedividendtracker.com/?ref=9Bkjr0

Contact The Savings Captain

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Instagram @thesavingscaptain
Email thesavingscaptain@gmail.com

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In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.

Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.

https://www.schwab.com/resource/planning-insight-tax-gain-harvesting


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In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback.

Contact The Savings Captain

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In this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.

As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.


Contact The Savings Captain

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Instagram @thesavingscaptain
Email thesavingscaptain@gmail.com

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Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5

Also, Radish Portfolio Review for October and new stock added

Contact The Savings Captain

X @SavingsCaptain
Instagram @thesavingscaptain
Email thesavingscaptain@gmail.com