Episode 89

Navigating Margin Debt, Risk Management, and Portfolio Strategy - 09/05/2026

September 5th, 2026

52 mins 50 secs

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portfolio management individual stocks margin debt leverage risk management tax efficiency retirement accounts brokerage accounts value investing capital gains

About this Episode

John Berkley breaks down how Uncommon Cents Investing manages portfolios in-house using individual stocks to minimize fees. Berkley contrasts risk management in retirement accounts with tax strategies in brokerage accounts. He also delves into the power and pitfalls of margin debt, drawing from personal experience to explain how leverage can magnify wealth or cause total loss.