9-30-22 — Is 18% Total Exposure To Energy OK?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 October 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
Steve Peasley explains that a 15% to 20% exposure in a certain sector is probably fine if you believe it is a good place to be for your situation.
Stocks: FCX -- Freeport-McMoRan Inc. (NYS); CVS -- CVS Health Corp. (NYS); OXY -- Occidental Petroleum Corp. (NYS); DVN -- Devon Energy Corp. (NYS); NCLH -- Norwegian Cruise Line Holdings Ltd. (NYS); TROW -- T. Rowe Price Group Inc. (NAS); NVDA -- NVIDIA Corp. (NAS): TDOC -- Teladoc Health Inc. (NYS); JPM -- JPMorgan Chase & Co. (NYS).
Topics: STEVE's talking point stories: PCE is the primary FED inflation gauge; Worst September for stocks in a long while; The 3 things you should pay-off before retirement; Is the 4% rule for withdrawal in retirement still valid?
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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 and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.0 | and share their unbiased answers. |
| 0:17.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, |
| 0:23.0 | serving clients throughout the United States. |
| 0:26.0 | The clarity for your path forward starts now. |
| 0:30.0 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:37.0 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.0 | Well, we've completed the third quarter. |
| 0:43.0 | Today was the last trading day and the last day of September. |
| 0:47.0 | And it was a bad September. |
| 0:49.0 | Okay, it just was bad. |
| 0:51.0 | The worst September, I think I had to go back to 2002. |
| 0:56.0 | To have it be defined as just as bad as this. |
| 0:59.0 | Before the 2008, that was a bad one too, if you remember right? |
| 1:03.0 | But, you know, it's over. It's behind us. |
| 1:06.0 | So now we have to look forward. |
| 1:08.0 | You have to keep attention to what's going on. |
| 1:11.0 | October arrives tomorrow, the fourth quarter of the year. |
| 1:16.0 | And, you know, fourth quarter, so quote unquote, usually better. |
| 1:20.0 | But September and October are known to be to have the worst stock market days. |
| 1:28.0 | Okay, days, September and October. |
... |
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