A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!

Jun 6, 2025

Kevin Grimes, CFA and CFP, and Chris Deeley, CFA, both from Grimes and Company, share their expertise on finance and investment strategies. They discuss the implications of the Musk-Trump feud for Tesla's stock and advise on managing exposure to its volatility. The duo also sheds light on mixed economic signals and potential slowdowns, emphasizing portfolio protection and growth strategies. They analyze whether we’re seeing stock behavior reminiscent of 1999 and offer insights on balancing investments amidst changing market conditions.

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ADVICE

Sell Winners and Use Options

Sell some of your winners if your position in a stock like Tesla is too large.
Use options strategies like selling calls to generate yield and protect gains in volatile stocks.

INSIGHT

S&P 500 High Valuations Insight

Current valuations of the S&P 500 are very high compared to historical averages, mostly due to large-cap US stocks.
Earnings yields on stocks have converged with 10-year Treasury yields, indicating riskier stocks yield similar returns as safer bonds.

ADVICE

Trim U.S. Large-Caps, Diversify

Investors should trim U.S. large-cap stock exposure toward original allocations to reduce risk.
Consider reallocating to international and other undervalued markets for better diversification.

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In this week’s Rise UP! Joe Duran, Kevin Grimes and Chris Deeley from Grimes and Company have a spirited conversation over what the Musk/Trump battle means for Tesla stock and what to do if you own it, what the data is really saying about a potential economic slowdown and how to protect your portfolio while also making sure it’s set for growth. Plus, “perception” vs “reality” and its effects on everything from equities to home sales.

Want a second opinion on your investing strategy? Get a free portfolio review from Grimes & Company’s Kevin or Chris at https://bit.ly/4dS5hnY

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters

1:07 - Trump vs Elon and Tesla Stock Effects

3:56 - Why Elon Musk Has More to Lose in this Fight

5:43 - What Does This Mean for Tesla Stock and What Should You Do If You Own It?

9:20 - When It’s Time to Sell Your Winners

11:06 - Markets and Concerns of an Economic Slowdown

11:45 - What the Data Says

13:05 - What You Should Do with Your Portfolio with Where Valuations Are

14:50 - Stocks = 1999?

16:30 - Where the Investing Opportunities Are

19:42 - The Index Effect is Real

20:40 - Ask Us Anything

20:45 - How Do You Buy the Dip or Buy the Down Without A Lot of Cash Handy?

25:37 - How Do You Have a Balanced Portfolio When Your 401K Plan Doesn’t Give You Access to Alternative Assets?

29:28 - Can a Housing Crash Be Caused By the Perception One Might Happen?

33:46 - Next week: Domestic Policy Bill, Economic Inflation Data, and Tariffs

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