My Market Crash Shopping List - 2024

I have a small fun portfolio where I do tactical trades and this is to keep my hands busy and away from my core portfolio. When opportunities present themselves I buy things which I think look cheap. This is my market crash shopping list. In this video, we’ll see how some previous market crash investments are doing and I’ll also show you what’s on my list right now.

What Else PensionCraft Offers:

Timestamps
00:00 Introduction
00:30 Checklist
00:45 Why Have a Shopping List?
02:03 Scottish Mortgage
04:58 Tritax Big Box
07:19 US Small Caps
10:12 Private Equity Investment Trusts
12:39 Copper and Copper Miners
17:02 Quality Global Equity
18:39 High Yield Corporate Bonds
20:31 Conclusion

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

[mattinterweb]

Some interesting choices here. Agree with you on small caps. It's key with tactical plays within a portfolio for there to be catalysts, not just the fact a sector is cheap. Small caps have underperformed for 12 years and are finally getting the catalysts they need (biggest sector in the Russell is financials who stand to benefit from a better economic environment). As someone once told me, "to be too early, is still to be wrong".

[infinityfabric]

Thanks for the video Ramin! I had been waiting for updates on your previous list for many months. Thank you very much for sharing it.

[bosshog]

Great video, a fun or more riskier component is always useful as long as it's not to big amd you're aware of the capital risk

[shellyperera]

Very good video as always. Looking forward to the next one. Yours is the best financial and economics education channel on YouTube in my opinion.

[TheCompoundingInvestor]

Very informative video. Thanks for sharing. Will be keeping an eye on copper prices.

[mcewanschampion]

Thank you, for your opinion much appreciated.

[CMac]

Brilliant video. I really enjoyed it and learnt a lot. Much appreciated.

[polmacdiarmada]

Can see these types of videos becoming extremely popular 👍

[GFWFight]

A truly excellent video Ramin, thank you so much for sharing ☺️🩷👍

[michaelfelli]

My 80/20 Portfolio insights ...

80% of my investments are sound, so sound that everyone here would be very impressed.

20% is invested in stupidity. Never underestimate the POWER of stupid people in large numbers.

Hope that helps.

[shr_q]

Thank you..learning a lot of macro thinking from your videos. Very well researched and presented.

[paulevans]

Good steer on small caps regarding sp 600. I was looking at Russell 2000, but have now switched focus towards sp 600 👍👌

[jgood]

Power Supply cables use Aluminium on the inner core, so would this be as Copper?

[CarlFriedrich-oe]

I'm a very concentrated investor but sometimes there is value in adding a small new position. It isn't for diversification. Focusing on something new provides a productive distraction from overthinking what you already own. It allows you and your portfolio to breathe a little bit

[simonnicholls]

"Companies have to be profitable which I also like"....Yes I like that type of company :)

[johnristheanswer]

Tritax and their Euro version are excellent choices. Bought in 2020.

[eweng]

Is the dividend cover for BBOX reasonable? If lowish you might see your dividends cut on you. Also, is SMT trading at a significant discount? If it is then that might be indicating poor performance or bad management. 10% of your portfolio in trades might be a bit high if things go south rapidly.

[jabberwockytdi]

Missed the boat on HGT, time to buy was after the '21 bubble burst

[GavinLawrence]

Earlier in the week I remembered my copy of "Invest in Fear" and bought the VIX. Didn't buy enough to help with the pain of today though 🤣

[lodzalater]

Hello Sir what do you advise me to but today 🎉. Thanks