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Money Tree Investing

MTI137: Should You Trust Fund Ratings? with Christine Benz

Money Tree Investing

Money Tree Investing Podcast

Business, Investing

4.6732 Ratings

🗓️ 5 May 2017

⏱️ 34 minutes

🧾️ Download transcript

Summary

Morningstar's Director of Personal Finance, Christine Benz, advises why an investor shouldn't only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual

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The post MTI137: Should You Trust Fund Ratings? with Christine Benz appeared first on Money Tree Investing Podcast.

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.0

Stock market, wealth, personal finance, value stocks, invest in your life.

0:10.0

Hey everybody, welcome to our lovely little show here, the Money Tree Investing Podcast.

0:16.0

And we have an awesome interview with Christine Benz from Morningstar coming up, and my good friend,

0:22.5

certified financial planner, Doug Goldstein, is going to take it over.

0:25.9

But first before he handed over to him, have you ever wondered if there were a way to capitalize

0:29.8

on all that online chatter, the millions of investors on social media?

0:33.7

Well, your way's over because the same artificial intelligence techniques that are used by some of the world's most sophisticated hedge funds, that's now at your fingertips.

0:42.3

Make their edge your edge.

0:44.1

The Buzz Index licensed to an exchange traded fund and trading under ticker symbol BUZ gives investors a portfolio security showing the highest degree of positive investor sentiment online.

0:54.8

There's no surveys, no guessing.

0:57.0

Here's how it works.

0:57.9

First, buzz targets the most mentioned large-cap U.S. stocks across the social media landscape.

1:03.8

The more active the conversation about those stocks, well, the greater the reliability of the buzz.

1:08.4

Each of the most mentioned stocks is then given an insight score based on Buzz's

1:12.3

proprietary analytics and the 75 stocks with the most bullish score.

1:16.7

Those are the stocks that are included in the index.

1:19.5

Every month, the Buzz is tracked to capture the latest big data-driven insights and then

1:24.5

the 75 companies with the most bullish score are again selected positioning

1:28.1

buzz to capture the highest return potential so invest in the wisdom of crowds head to moneytree

1:33.4

podcast.com forward slash buzZ for a link to buzz index and more information that's moneytree

1:39.2

podcast.com forward slash buzzi and i should also have a little disclaimer here. I own shares in the buzz

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