Playing Defense

Featuring Louis Llanes

Is it time to get defensive? Louis Llanes, founder of Wealthnet Investments walks us through which sectors to buy and how to make the trade. He reviews the key fundamental drivers, catalysts to watch and specific stocks to buy. Filmed on October 30, 2018 in Englewood, Colorado.

Published on
1 November, 2018
Topic
Equities, Trading, Technical Analysis
Duration
13 minutes
Asset class
Equities
Rating
8

Comments

  • LL

    Louis L.

    12 11 2018 22:38

    0       0

    Just saw a technician on CNBC basically present this trade with some modification including a basket on Fast Money. What a coincidence. It was done several weeks after I recorded this trade. Lol!

  • JF

    Joseph F.

    9 11 2018 04:31

    1       0

    On Nov 4, I made a small basket of these defensive stocks, with only one of the metals.
    MCD,PG,VZ, WMT,PM,PALL. Nov 8 the basket is up 2.74% in four days.Thanks Louis!

  • FC

    Frank C.

    3 11 2018 16:43

    1       0

    Well done, Louis!

  • JB

    Johan B.

    3 11 2018 14:01

    1       0

    Perfectly clear!

  • RH

    Rick H.

    2 11 2018 16:20

    1       0

    Excellent. Thank you for the explanation and breaking down the details. Very helpful

  • MP

    Mirjam P.

    2 11 2018 10:03

    6       0

    I came to RealVision for insights about reasoning and methodology. Most of the macro pieces deliver while the more trading focused pieces sometimes fall short in that respect. Louis once again does a superb job, this is the gold standard.

  • MR

    Mathew R.

    1 11 2018 21:53

    3       0

    These are the kind of videos I like. Ie, besides gold...how do we prepare our portfolio for a recession

  • FK

    Firoze K.

    1 11 2018 18:31

    1       0

    Enjoyed that thanks.

  • T

    Thomas .

    1 11 2018 17:58

    1       0

    Very thoughtful.

  • KC

    Ken C.

    1 11 2018 12:02

    4       0

    Hi Louis,
    In your defensive stock basket the basket weight percentage adds up to 188.5% not 100% . Can you explain?
    KC