InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 December 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.
(A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.)
Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking, share success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. |
| 0:17.7 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.0 | This is our Tuesday, December 12th 2023 edition I'm host Justin Klein and |
| 0:47.3 | This is hours for you. I'm excited for this hour. It goes by quick, so I encourage you if you're going to pick up the phone |
| 0:55.1 | do it sooner rather than later and we love our live calls we have some recorded |
| 1:01.1 | calls that always come in after hours but our live calls are I would |
| 1:07.5 | say the most valuable but either way you can reach out ask question, and get some perspective, develop with over 20 plus years of |
| 1:16.5 | investment experience, on whatever topic, investment topic you are thinking about. So we're going to run down the market performance for today, |
| 1:27.0 | interesting day in the markets, |
| 1:29.0 | CPI Day. |
| 1:30.0 | We're going to also talk about our show topics for the entire hour, |
| 1:33.8 | but right after we answer our first caller question now. |
| 1:37.8 | Hello, this is Mike from Cincinnati. |
| 1:39.5 | Thanks for everything you do for us on the show. |
| 1:41.7 | Really appreciate it. Today have a question position already. |
| 1:55.6 | I'm just wondering what you would think a good support level for the next time to buy and |
... |
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