meta_pixel
Tapesearch Logo
Log in
InvestTalk

05-11-18: Index Funds vs. ETFs

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 11 May 2018

⏱️ 46 minutes

🧾️ Download transcript

Summary

Taxes, Trading Costs, Expense Ratios. The decision about whether to choose a traditional index fund or an ETF depends on the investor.
Today's Stocks & Topics: Stop-Loss, First Quarter Earnings, The VIX, Vacations, DEST - Destination Maternity Corp., Mutual Funds, Leverage Ratio, BIZD - VanEck Vectors BDC Income ETF, ABX - Barrick Gold Corp., MU - Micron Technology Inc., ETFs, OPK - OPKO Health Inc.

Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is produced by KPP Financial, Steve Peasley President,

0:10.3

KPP Financial, Independent thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Good afternoon everybody and welcome to the May 11th edition of Invest Hockey. It is Friday.

0:28.0

So how can I do better than the average investing? How can you? How can we help each other? We're here to help. I want to help.

0:36.1

And maybe you can help me. Maybe you have some answers that you can help me with. But I do thank you

0:41.7

for spending this hour with me and Justin when we do this show we do appreciate it now we're

0:46.8

celebrating Friday along with you our Friday always includes the

0:51.3

distribution of our weekly premium newsletter.

0:54.3

It goes out to our subscribers every Friday.

0:57.3

I write it every Friday morning early, and we get it out, get it out as early as possible. I usually try to give you a

1:03.7

sampling of its content here on the program. And that's something I'll do after I try

1:09.6

to answer a question from our 24-hour list of line. I like to start off with that if I can. The number is 889

1:15.8

chart. Here's a question that came in before today's program.

1:19.4

Hello guys. I'm calling to see if you can help us with stop losses. I know how to set one, but I'm wondering where's the appropriate place to set one. Right now, J.P. Morgan Chase is at $110 and change. Would you set one at 108, 107?

1:39.0

I'm a 67 year old man on fixed income so I'm very very conservative but anyway if you

1:48.8

can give me some thoughts on that I'd appreciate it thank you. Okay stop lots of that's

1:59.6

okay stop losses are hard and for everybody's what they are they're not hard they're hard to know where to know where to set them that's the trick. A stop loss is at what point will that you can put a

2:06.7

trade in that will automatically sell once it gets to the stop loss so that you can limit your losses. You're stopping your

2:15.3

losses. That's what the stop losses are for. And right now the stock at

2:20.0

JP mortgage is having $113.. And he wants to know, well, where would I set it? In this case, I would

2:28.6

probably set it at a break of the 200-day moving average, which is about 104.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.