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InvestTalk

Top 4 Signs You’ve Over-Diversified Your Portfolio

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 24 September 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than protection. 

Today's Stocks & Topics: XPO, Inc. (XPO), Market Wrap, Tax Lost Harvesting, Infosys Limited (INFY), Palo Alto Networks, Inc. (PANW), Top 4 Signs You’ve Over-Diversified Your Portfolio, Newmont Corporation (NEM), Barrick Mining Corporation (B), Dollar Cost Average, Invesco S&P SmallCap Energy ETF (PSCE), Vanguard Total World Stock Index Fund ETF Shares (VT), Rates and Inflation.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success.

0:17.7

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.1

Here is KPP Financial portfolio manager, Luke Guerrero.

0:34.1

Good afternoon, fellow investors, and welcome back to InvestHawk.

0:38.7

I'm your host, Luke Guerrero, and today is Tuesday, September 23rd, 2025.

0:45.8

There are only five trading days left in this quarter, so the fourth quarter is right.

0:53.3

It's right around the corner.

0:56.0

And before you know it, you'll be celebrating the holidays with your family. And look at that. It's already 2026. And so looking

1:02.9

back on 2025 thus far, the proof is in the pudding. Things change rapidly. And so we as investors cannot afford to lose

1:17.8

focus because as the world changes, as markets digest what is changing, your portfolios are certainly affected. And so we here at InvestTalk

1:31.2

believe that our goal, our singular objective, is that each and every day when you listen,

1:37.5

you leave just a slightly better, slightly more informed investor. Now, in order to accomplish that or seek to accomplish that task, we bring a mixture of

1:48.8

educational items and actionable material each and every day.

1:52.4

But the most important part of the show is, of course, your finance and investment question.

1:57.4

So before we talk about today's market performance and run down those topics,

2:02.3

let's tackle this caller question now.

2:04.8

This is Bobby from Atlanta, Georgia. What do you guys think of XPO logistics? Is it a good

2:10.5

time to buy or still probably a little bit more downside? We'll listen to the answer on the next show.

2:16.8

Thank you.

2:17.6

XPO is a logistics company that operates primarily in North America, though they do have a bit of

2:23.3

European exposure as well. 61.39 is that revenue breakdown there. And so what they do is they

2:29.0

deal in freight and transportation with a strong focus on less than truck reload freight. What does that mean?

...

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