logo
episode-header-image
Nov 2023
17m 13s

5 Simple Portfolio Wins

Serge Berger
About this episode

"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)


In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger, listeners are treated to a deep dive into the often overlooked aspect of successful investing—avoidance of common mistakes.

Serge emphasizes the significance of risk management and shares a checklist of "easy wins" to prevent portfolio blowups.

Drawing from personal and client experiences, he covers topics ranging from avoiding overtrading and overleveraging to understanding the details of contracts and staying diversified.

The episode serves as a practical guide, urging investors to prioritize risk management over constant profit maximization. Berger's insights offer a refreshing perspective for those looking to enhance their investment strategies.

Up next
Apr 2026
The Hidden Risk in Your Portfolio (Jason England Tells All)
www.thesteadytrader.com 
25m 47s
Jan 2026
China & India Are Winning the AI Race
www.thesteadytrader.com 
23m 19s
Nov 2025
The REAL Debate Wall Street Isn’t Talking About
<p><a href="www.thesteadytrader.com" target="_blank" rel="noopener noreferer"><strong>www.thesteadytrader.com</strong></a></p> 
27m 28s
Recommended Episodes
Sep 2025
1214 - 🎯 The #1 Rule Traders Can’t Afford to Break
In this episode of The Trading Coach Podcast, Akil Stokes breaks down one of the most important rules every trader must follow—and the dangers of ignoring it. From cutting losses quickly to detaching your ego from the outcome of a single trade, you’ll learn why consistency and ri ... Show More
10m 31s
Mar 2024
Simple Money Habits You Need To Become a Millionaire
As an investor, it&#39;s almost inevitable that you&#39;re not going to experience ups and Down along the way of investing for yourself -- ⁠Learn More⁠ // ⁠Premium Episode Released Weekly⁠ // See Episode Description -- MORE FROM OUR NETWORK 🕯️ ⁠RELIGION & SPIRITUALITY⁠ 🧑🏿‍ ⁠SO ... Show More
10m 44s
Feb 2025
What Great Investors Do
The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caugh ... Show More
48m 29s
Aug 2025
S2/E27 The Smartest (And Easiest) Investment You’ll Ever Make
Everywhere you look online, people are fighting about the same question: Where should you invest your money? Stocks? Real estate? 401Ks? Crypto? Here’s what I’ll say: the answer isn’t what you’ve been told… and it’s definitely not what most people are doing. In this episode, I’m ... Show More
9m 42s
Jan 2020
Building an investment portfolio
What does it take to build a great portfolio?This episode we debunk the myth that you need to be an expert to build a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the simple building bl ... Show More
33m 47s
Aug 2024
#223: The Secrets to Creating Wealth
<p>Emmet reflects on his investing career and discusses the difference between wealth creation and wealth preservation. The beginning of your career is the time to take risks and find life-changing investments.</p><br><p>Emmet wants to hear your thoughts on his latest solo podcas ... Show More
40m 19s
Dec 2023
Building a Diverse Portfolio and Minimising Risk
In this week’s Talking Wealth Podcast, Janine shares how you can construct a diverse portfolio and minimise your risk using the best stocks on the ASX. Janine outlines why risk management is key when investing and how to do this effectively while not sacrificing returns. 
33m 28s
May 2023
Winning with Stocks: Portfolio Building Tips
In this week’s Talking Wealth Podcast, Dale shares how to construct a winning portfolio of stocks that matches your goals, risk tolerance and available capital. He uncovers the benefits and challenges of investing in stocks and gives you the building tips on how to manage your po ... Show More
33m 20s
Feb 2024
I Tried Timing the Market and Got Burned
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John De ... Show More
7m 19s