10-5-2023 – Should You Have Allocation Funds in Your Portfolio?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 6 October 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
These all-in-one funds can simplify the investment process and improve diversification.
Today's Stocks & Topics: BSRTF - BSR Real Estate Investment Trust, TFC - Truist Financial Corp., The Apartment Market, RDFN - Redfin Corp., BBY - Best Buy Co. Inc., AXP - American Express Co., Drug Industry Prices, GPK - Graphic Packaging Holding Co., KO - Coca-Cola Co., 8% Mortgage.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.3 | clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:37.6 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.0 | This is our Thursday, October 5, 2023 edition of Invest Talk. |
| 0:45.9 | I am Justin Klein and we have a little less than an hour today to help you take that next |
| 0:53.6 | step, give you some actionable ideas and some data points that can help you make good |
| 1:02.6 | decisions with your money. |
| 1:05.9 | This is a road that can be complicated, it can be daunting to many, but it can be done. |
| 1:15.3 | There are millions of people that have utilized the investment markets to build great wealth |
| 1:21.1 | for themselves, their family and build financial freedom and that is weird to help you do. |
| 1:29.2 | Now we are going to talk about the market before this day, we are going to run down some |
| 1:31.6 | show topics per usual, but we are going to get right to our first listener question now. |
| 1:58.7 | This actually hits with one of our main show topics. |
| 2:04.4 | This is BUS, Realty Investment Trust, $404 million market cap, so very small. |
| 2:13.4 | It is down pretty dramatically from its high last March, it was around $22 per share. |
| 2:19.4 | Now we are at 11, so it is down 50% since then, and what do they do? |
| 2:24.7 | They are engaged in the business to acquire and operate multi-family residential rental properties |
... |
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