Best of Caller Questions - Christmas Day
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 26 December 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. |
| 0:05.9 | Remember, the InvestTalk phone lines never close. |
| 0:09.7 | Please call with questions. |
| 0:11.3 | 888-99 chart. |
| 0:13.4 | 888-99, C-H-A-R-T. |
| 0:17.3 | They will be played and answered on an upcoming InvestTalk podcast. |
| 0:23.9 | Hi, Justin or Luke, I just wanted to give you a call. I'm looking to, I started my Roth IRA |
| 0:28.5 | and I wanted to invest into a Vanguard mutual fund. I have $3,000 in there to invest in there to |
| 0:35.7 | per their minimum requirement. I mean, I've been looking at, |
| 0:38.8 | you know, certain mutual funds regarding their expense ratio, turnover rate, and looking for |
| 0:44.8 | like a risk factor of probably three or four since I'm 22 just to get started. What's your |
| 0:50.6 | thoughts on something that I should put my $3,000 into just to start my Roth IRA for this year? |
| 0:56.4 | I appreciate your feedback. |
| 0:57.9 | Thank you. |
| 0:58.5 | Well, I'm not sure what you mean by a risk factor of three or four, I think you said. |
| 1:03.8 | We don't use that scale. |
| 1:06.9 | One, two, three, four, five, or I'm not sure what scale you're looking at. |
| 1:10.4 | So I think that's the big question is, is that moderate? |
| 1:13.4 | Is it aggressive? |
| 1:14.2 | Is a conservative? |
| 1:15.0 | I'm not sure. |
| 1:16.3 | The first thing I would say is probably wouldn't set up a Vanguard. |
... |
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