Institutional "Window Dressing" Season
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 December 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.
Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.2 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.8 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.3 | I'm your host, Luke Guerrero, on today's Friday, December 12th, 2025. |
| 0:46.4 | We don't really have much Fridays left in this year. |
| 0:51.0 | We really only have two. |
| 0:53.5 | Two more Friday shows before we are diving deep into |
| 0:58.0 | 2026. And what a year it has been? What a crazy, crazy, crazy year. And you know, |
| 1:06.7 | sometimes I think it's great to reflect on things that you've learned, on things that |
| 1:12.7 | you're going to bring into next year, and really take stock of all that has happened around |
| 1:19.1 | you. With that being said, I want to mention a quick heads up and invite that this year we did |
| 1:26.8 | something brand new. We will be bringing you |
| 1:30.5 | exclusively to our YouTube channel the first ever invest talk holiday special. And that drops on |
| 1:38.5 | December 18th. Honestly, we filmed it today. It was really, really fun. I think you guys will enjoy it as well. |
| 1:45.2 | It's an end of the year episode where we look back at the biggest market themes of |
| 1:48.8 | 2025, highlight a few lessons, and talk about our caller question of the year. |
| 1:57.4 | As I mentioned, to watch the InvestTalk holiday special, head over to YouTube and search InvestTalk with two T's or use the link in today's show notes. And while you're there, don't forget to subscribe and hit that bell so you don't miss it on December 18th. All righty, back to the show at hand. In just a bit, we will go over today's market performance and run down those show topics. But let's tackle this caller question |
| 2:17.8 | now. Hi, this is Dan from Walnut Creek. I have a question about Veritiv Holding, Luxemol B, |
| 2:25.0 | as a Victor RT. If you can provide me with any input on this, I'd really appreciate it. Thanks very much. |
| 2:32.0 | Veritive Holdings, Inc., that is ticker VRT, is a digital infrastructure |
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