InvestTalk 6-13-2024 – How to Make Sure Your Personalized Portfolio Doesn’t Backfire
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 June 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
A total wealth approach can lead to better outcomes.
Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Principal SAM Conservative Growth Portfolio A, Annual Reports, PAYC - Paycom Software Inc., Iron Butterfly Options, Office Buildings, 403B Retirement.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:09.0 | And for our podcast subscribers, this is Invest Talk, above average investing for the average investor. |
| 0:17.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.5 | Here is KPP Financial Chief Executive Officer, Financial Advisor Justin Klein. Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:38.0 | This is our Thursday, June 13, 2024 edition. |
| 0:42.0 | I'm Justin Klein and I'm excited for this hour with you. |
| 0:46.8 | As usual, answering your finance and investment questions and giving you my perspective to help with over 20 years of investment experience. |
| 0:56.0 | It's been a long, approaching 25 at this point. |
| 0:59.0 | And yeah, actually, it's right on 25. I remember I first interned with my grandfather in 1999 in the heart of the dot-com bubble 1.0. I was very green, but you know I've come a long way since then and my |
| 1:18.0 | goal here is to give you all the lessons I've learned through this crazy period as well as the many decades of |
| 1:26.0 | studying the past right it's not just about your lived experience but you can learn a lot from the things that happened in the past. |
| 1:37.6 | There are parallels, there are differences, but there are lessons that you continually have to learn and that's what we're here to do |
| 1:45.6 | is to help you learn as many lessons as possible. |
| 1:49.2 | Hopefully the easy way and that is to listen to experienced people like myself and others, right? |
| 1:55.7 | I would say I'm not the only person you should listen to. |
| 1:58.9 | I'm not the only person's opinion that matters. I am giving you an educated opinion, but I am not 100% right. |
| 2:09.9 | Nobody is. Even the best investors in the world're only right 55 to 60 percent of the time. |
| 2:16.1 | So there's going, there's going to be things that are missed. |
| 2:21.2 | But the goal here is to make sure your miss percentage is as low as possible. |
| 2:28.0 | And your hit percentage is as high as possible. |
| 2:31.0 | But once again, that takes consistent work and that's why we do the show five days a week. |
| 2:35.0 | Because there's new data coming in, new information, new news pieces that impacts markets, markets, economies, sectors, industries, etc. |
... |
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