1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 January 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.
Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.3 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:53.2 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.6 | This is our Thursday January 11th edition of Invest Talk, thank you all for tuning in |
| 1:09.3 | during this hour and I'm going to do my best as usual to make it as informative as I |
| 1:15.1 | can for you. |
| 1:16.1 | I know there's a lot going on in today's market, we have the inflation data that came out |
| 1:21.5 | today, obviously that's going to be something we discussed today and how that feeds into |
| 1:26.3 | market sentiment, Fed policy, liquidity conditions, etc. |
| 1:31.8 | And that's all important, it's important to keep all of this top of mind for the near term. |
| 1:41.2 | But as they say, Rome wasn't built in a day and your portfolio, your financial future |
| 1:47.5 | isn't going to be built and finalized in one day, it's about the journey and it's about |
| 1:54.5 | consistency, consistently making good investment decisions and doing that in a downed way where |
| 2:02.7 | your focus on the facts and you're weeding out as much as emotions as you possibly can. |
| 2:07.6 | So that's going to be our goal here as usual today. |
... |
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