8-30-2023 – How to Use Cash in a Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 August 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
A look at the pros and cons of the safest asset class.
Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, University Education, Hedge Funds, Germany and Energy, NOK - Nokia Corp. ADR, Individual Bonds, CTRA - Coterra Energy Inc., PODD - Insulet Corp., STAA - Staar Surgical Co., NET - Cloudflare Inc. Cl A, CDs.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.1 | Just and client, Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.3 | 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. |
| 0:30.6 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.6 | Good afternoon fellow investors and welcome. |
| 0:41.1 | Welcome back to Invest Talk, this is our Wednesday, August 30, 2023 edition. |
| 0:46.6 | I'm Justin Klein and I'm excited for today's show as usual, help guide you and I'm going |
| 0:52.9 | to provide you with a mix of educational and actionable material that will help further |
| 1:00.8 | your investment education and your ultimate strategy and your plan. |
| 1:06.5 | And of course, your contributions are vital. |
| 1:09.1 | Your questions and comments are what drives this show and we're going to talk about the markets |
| 1:14.7 | overall. |
| 1:15.7 | We're going to touch on different topics, but we're going to do that after our first |
| 1:20.7 | caller question, which will be right now at 8-899 chart. |
| 1:24.1 | Steve, I have a question for ETF XLE, I'm wondering if I should be adding more to my small |
| 1:32.6 | position to that ETF. |
| 1:34.3 | I wanted to see what you guys thought about it if I should keep adding or take some profit. |
| 1:39.9 | Thank you guys. |
| 1:41.7 | All right, looking at XLE, this is the energy select spider's ETF. |
... |
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