Best of Caller Questions - Christmas Eve
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 December 2024
⏱️ 50 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: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. Remember, the Invest |
| 0:07.2 | phone lines never close. Please call with questions. 888-99 chart, 888-99 C-H-A-R-T. They will be played and |
| 0:18.4 | answered on an upcoming InvestTalk podcast. |
| 0:23.3 | Let's go talk to Will and San Diego. |
| 0:25.4 | He wants to talk about trailing stops. |
| 0:27.5 | Yes, I have a little difficulty understanding just how they work. |
| 0:32.3 | For example, if I've got a stock and I put in a trailing stop at 10%, and it goes down 3% each year for about five, I mean each day for about five consecutive days, when does the sale trigger? |
| 0:48.3 | So a trailing stop is typically, okay, what is that high price that's in an uptrend? |
| 0:53.6 | And if you say 10%, it's 10% from that highest |
| 0:56.7 | price. So we have 10% pullback, that's when that stop would be triggered. Oh, okay. So it doesn't |
| 1:04.6 | go like 3% each day for five days and then it doesn't trigger? Well, 3 percent for five days is, you know, over 15 percent. |
| 1:12.8 | So if it's 10 percent, then at some point, yeah, it's going to hit that 10 percent at some point |
| 1:18.6 | over those five days. |
| 1:19.7 | Oh, okay. |
| 1:20.8 | Okay, I got you. |
| 1:22.0 | Thanks a lot. |
| 1:22.4 | Okay, I got you. |
| 1:23.1 | There you go. |
| 1:24.4 | All right. |
| 1:24.7 | Thanks for the call, Will. |
| 1:26.5 | Let's go ahead and play another Invest Talk |
| 1:28.0 | listener question now. Just had a quick question about investing for my young son. I've been doing |
... |
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