Best of Caller Questions 10-22-2021
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 October 2021
⏱️ 45 minutes
🧾️ Download transcript
Summary
In this encore collection of listener questions, Steve Peasley and Justin Klein take turns responding to InvestTalk callers. In this compilation episode, topics include: Schwab SWPPX; Saving money for a home purchase; What do you think of the economy, Steve; Closed-ended funds; Where to store holdings for stock buying and investing?; and MORE.
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Transcript
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| 0:00.0 | On radio, streaming live on InvestTalk.com and for our podcast subscribers, this is InvestTalk |
| 0:11.7 | above average investing for the average investor. InvestTalk is made possible by KPP Financial, |
| 0:19.5 | a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.1 | And now KPP Financial President, Financial Advisor Steve Peasley. |
| 0:32.1 | You're listening to an encore presentation of InvestTalk. Please call with your questions |
| 0:37.3 | and comments though 888-99 chart 888-99CHRT and Steve will answer them on the next InvestTalk. |
| 0:46.6 | Welcome to InvestTalk. Above average investing for the average investor, we try to bring you |
| 0:52.4 | useful information and answer any questions you might have as long as they're financial. |
| 0:57.2 | Okay, let's go to Jim and Carl's bed. How are you doing Jim? |
| 0:59.7 | The question I have was about the mutual fund versus the exchange traded fund. What exactly |
| 1:05.2 | is the difference between us? Okay, ETFs are fairly new when there's lots of |
| 1:09.3 | and it's kind of exploding and take a lot of money out of the mutual fund. So it's kind of an |
| 1:14.3 | interesting thing. The mutual fund has a manager, okay? He may be a large-kept mutual fund. He may |
| 1:20.6 | be a small-kept. He may have a discipline that he is employing and he states that in the |
| 1:25.8 | perspectives. And he says, I'm going to buy large-kept stocks. So he goes on buys those large-kept. |
| 1:31.2 | And he manages buys and sells and he tries to manage that portfolio to make money. |
| 1:37.3 | A ETF exchange traded fund is an unmanaged fund if follow indexes like the QQQs or the SPYs |
| 1:46.7 | or can follow a sector like the insurance sector or the banking sector or oil sector. It can be an |
| 1:52.7 | ETF that just has those group of stocks in them but they're not managed at this point. Most of |
| 1:58.0 | the time they're not managed. They're not managing the ETF. You're just buying that group of stocks |
| 2:02.7 | and there you go. So one is much more managed than the other. On the other hand, ETFs are much cheaper |
| 2:08.2 | because they're not managed. It's the cheaper fees than a mutual fund. So that's good. |
... |
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