5-11-2023 – Does It Pay to Diversify by Style?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 May 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
U.S. equity exposure can be broadly segmented by market capitalization (small, mid, and large) and style (value versus growth).
Today's Stocks & Topics:
FENY - Fidelity MSCI Energy Index ETF, MTYFF - MTY Food Group Inc., SPAXX - Fidelity Government Money Market Fund, EONGY - E. ON SE ADR, AGCO - AGCO Corp., Housing Market, UNG - United States Natural Gas Fund L.P., MOS - Mosaic Co., CF - CF Industries Holdings Inc., Nuclear Power.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.2 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.7 | This is our Thursday, May 11th, 2023 edition and if you look back at how the stock market |
| 0:48.0 | has performed over the past year or so, what you'll find is a lot of movements, a lot |
| 0:54.4 | of dip in and diving, a lot of rallies unexpectedly I think for many people and overall markets |
| 1:05.3 | haven't really gone very far after that initial surge lower early last year in asset prices |
| 1:13.4 | we've kind of chopped and that is a different environment most people are used to some sort |
| 1:19.9 | of trend, usually trending higher but oftentimes trending lower and a non-trending market can |
| 1:28.4 | be frustrating, it can be difficult to understand which way to move. |
| 1:35.6 | It's where is on people, where is on sentiment and ultimately it will frustrate even the |
| 1:46.9 | professional investor, but for you you need to see through the noise and understand that |
| 1:55.6 | the market is what it's going to be, you're not going to influence it, you have to play |
| 2:02.6 | with the cards that are dealt to you and that means finding opportunities that's a little |
| 2:08.2 | bit harder than it used to be, 25% 30% returns, that's just difficult to come by, but it doesn't |
| 2:20.6 | mean that you can't make a headway towards your goals and that's what we are here to help you |
| 2:26.9 | do is to put one foot in front of the other, assess what's around you even as confusing as it |
... |
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