Mind of a Millionaire: February Portfolio Review; Election, International Investing, Rebalancing

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Hello, and thank you for tuning in to the Mind of a Millionaire podcast this week. This episode comes out about a week after our February Portfolio Review Meeting (PRM); which you may know is Zak’s favorite meeting of the month. The PRM gives our entire advisory team the opportunity to meet and discuss every portfolio, the funds within each portfolio, and our outlook on the month and year to follow.

This week we discussed the election (of course), and more specifically the Iowa Caucus, emerging markets, trade war, the Coronavirus, and rebalancing. As always, please reach out with questions – we are always happy to discuss.


What’s going on in the market?

Zak’s Mental Market Mind Trick

How might the Coronavirus be affecting market behavior?

  • What is the Coronavirus?

Coronavirus impact on Chinese exports

How is the trade war with China impacting international markets?

What is a millionaire doing right now?

Why do we rebalance portfolios?

  • What is rebalancing?
  • Tech Company Performance reference: Motley Fool; These Were the 10 Best Tech Stocks of 2019 


Thank you for listening. Please do not hesitate to reach out with any questions.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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