Top 4 Signs You’ve Over-Diversified Your Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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