4 Key Questions to Consider Before Allocating Crypto in Your Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 2 July 2025
⏱️ 40 minutes
🧾️ Download transcript
Summary
To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility.
Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse Split, BSRTF - BSR Real Estate Investment Trust, PANW - Palo Alto Networks Inc.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.3 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Tuesday, July 1st. Wow. July 1st, |
| 0:44.2 | 2025 edition. The first half of the year is behind us, and we are powering ahead towards the back half of the year, which promises to be just as |
| 0:56.2 | interesting and filled with risks and opportunities as the first half did. And so that's what |
| 1:06.0 | the show is about. This hour is to guide you in your mission towards your own version of financial freedom |
| 1:13.4 | and we do this by answering your finance and investment questions as well as bringing you |
| 1:19.0 | data and perspective developed with over 25 years of investment experience so we're going to talk |
| 1:25.0 | about today's market performance in just a bit and run down some show topics. But as usual, we'll tackle our first caller question now. Hey, Justin Luke, |
| 1:34.4 | this is James from Georgia. Big fan of the show. I wanted to reach out to you guys ask about |
| 1:39.7 | PBF Energy Incorporated Class A, ticker symbol, PBF, PVF Energy. |
| 1:48.6 | I've had this for a while. |
| 1:50.0 | It's just, I have not done good at all with this thing. |
| 1:53.5 | It's down. |
| 1:54.6 | I wanted to know if I could get your analysis on this thing. |
| 1:57.0 | Is this something I need to get out of and try to put it somewhere else |
| 1:59.6 | or just something I need to hang on to, maybe buy some more? I'll listen for your answer. Appreciate the show. |
| 2:05.1 | Have a great day. Bye. |
| 2:07.1 | All right. Looking at PBF Energy and they own and operate six oil refineries and related |
| 2:12.9 | facilities in New Jersey, Ohio, Delaware, and Toledo. Now, the positive about this sector is that we're not |
| 2:20.9 | making a whole lot of new oil refineries. And so there tends to be, they tend to be fairly profitable, |
... |
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