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InvestTalk

5-11-2023 – Does It Pay to Diversify by Style?

InvestTalk

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

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

4.41.5K 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

Click on a timestamp to play from that location

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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