Show notes
How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice.Chapters:Our thanks to Lyle Stein for joining us on Ticker Take!You can learn more about him here: https://www.forvestglobal.com/ca/peopleIf you're just discovering us, subscribe so you don’t miss our next investing video!Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/Editor: Pierce Desrochers - O'SullivanYou can also find more of our content here:● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf● Website - https://www.tickertakeonline.com/About me:I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!#stocks #investing #stockmarketLearn more about your ad choices. Visit megaphone.fm/adchoices


