Former TD Ameritrade CEO Joe Moglia On Which Strategies Traders Can Use To Play The Market In 2025

Stock traders and golfers almost universally have one trait in common: they are always on the hunt for a pro tip that will help them improve their game or investment portfolios. Former TD Ameritrade CEO Joe Moglia would certainly qualify as a "pro" when it comes to stock trading. During a recent appearance on CNBC's Fast Money, Moglia offered his opinion on strategies to help traders play the market in 2025.

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Perhaps the most striking aspect of Moglia's interview was his admission that he's "the most bullish on the market that he's been in 10 years," which should encourage investors. When the hosts asked him why he felt this way, Moglia quickly said, "The president, we've got someone in there who is pro-business, pro-markets." He also noted how President-Elect Trump has warmed up to Cryptocurrency, a change from several years ago.

The host noted that Moglia manages his portfolio and that more than half of it in "growth stuff, including Crypto, Cathie Wood kind of stuff, tech stocks" before asking him, "How does that align with the retail trader?" Joe responded, "I think today, if you're an individual trader, I don't know how you expect to have good performance if you're not involved with technology (stocks)."

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He also suggested several potential starting points for retail traders when he said, "The Magnificent Seven is a good place to be" and suggested tracking Cathie Wood's trades in this sector. Moglia also detailed how he, much like the President-Elect, has evolved his views on cryptocurrency and is now very much in favor of it being part of retail investor portfolios.

He expanded that by saying, "You've got the crypto play, which I think five years ago or two years ago, that may have been overly aggressive, but I think you have to be involved now." Although Moglia's ideal portfolio holdings have changed from 10 years ago, he remains a proponent of the "barbell method," where the portfolio is equally balanced on each side with risk and growth, with long-term holdings in between for balance.

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Moglia also explained how that barbell may be differently weighted and affected by factors such as the investor's age, goals and risk tolerance. The hosts asked him to compare today's retail investor with the retail investor of 10 years ago. Moglia responded that today's investors have better financial literacy and access to more information than they did 10 years ago. He also believes today's investors are more aggressive.

Moglia made another salient point when he stressed that losing money in a bull market is still possible. Although Moglia believes in the Magnificent Seven and cryptocurrency, he stressed the importance of retail investors planning their investment strategy and staying on top of their portfolios. Moglia quipped, "Lots of families spend more time planning vacations than they do their investment portfolios."

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