InvestTalk 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 December 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
The main reason for rebalancing is to control risk, not necessarily to improve returns.
Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.
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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. |
| 0:42.0 | This is our Thursday, December 14th. Welcome back to Invest Talk. |
| 0:42.6 | This is our Thursday, December 14th, |
| 0:45.1 | 2023 edition. |
| 0:46.5 | I'm Justin Klein. |
| 0:47.7 | And I'm excited to be here for this hour with you. |
| 0:51.8 | And our goal will be to further your investment education in any way we possibly can. |
| 0:59.2 | We bring topics to you and data that we feel are relevant for you to make better decisions with your money. |
| 1:05.7 | But most of all, it's about your questions, your comments, because ultimately that is what's most important what is on your mind what are you |
| 1:17.5 | challenged by and our job is to help the challenge help you with the challenge of investing your money successfully, |
| 1:26.4 | which frankly is that. |
| 1:28.8 | It's a challenge. |
| 1:29.5 | It's not something that's easy. |
| 1:31.8 | There are a lot of data points to consider and you have to weigh all of those |
| 1:39.3 | data points and put weighting towards certain ones more than others. |
... |
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