8-16-2023 – Is There a Smart Way to Use Large-Cap Stocks in a Portfolio?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 August 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
The specifics will depend on several factors but there are benefits and risks to investing in large-cap stocks.
Today's Stocks & Topics: Oil Companies, CRM - Salesforce Inc., BRKR - Bruker Corp., KR - Kroger Co., Inflation Reduction Act, Chips and Science Act, Dividends and Taxes, SMLR - Semler Scientific Inc., META - Meta Platforms Inc., AMC - AMC Entertainment Holdings Inc. Cl A., A-I and Dot-Com Bubble Similarities.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Just and client, Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.5 | and share their unbiased answers. |
| 0:17.5 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.6 | clients throughout the United States. |
| 0:26.5 | And clarity for your path forward starts now. |
| 0:30.8 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.5 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.7 | This is our Wednesday, August 16th, 2023 edition. |
| 0:46.3 | I'm Justin Klein and I'm here today to help you, to help you become a better investor. |
| 0:53.7 | We are firmly in the second half of the year and the second pullback of the year. |
| 0:59.7 | We had that bout of volatility around the banking crisis in the early spring and now we're |
| 1:06.7 | having a bout of volatility in right in the heart of summer. |
| 1:14.2 | But these are natural. |
| 1:15.2 | These are a natural part of asset markets. |
| 1:17.7 | You have periods of solid returns and you know it's two step forward, one step back. |
| 1:24.7 | And so far it's all it's been one step back. |
| 1:27.7 | But that's the near term. |
| 1:29.7 | And the near term is always interesting and it is important to follow and keep an eye on. |
| 1:34.7 | But those longer term secular trends are really going to be the guide. |
| 1:42.2 | Because in general that's how markets will move. |
| 1:46.2 | Markets will move towards the fundamental reality of the economy over time. |
... |
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