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Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?

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Manage episode 520295501 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.

Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.


Our Sponsors:
* Check out Incogni: https://incogni.com/investtalk
* Check out Invest529: https://www.invest529.com
* Check out NordProtect: https://nordprotect.com/investalk
* Check out Progressive: https://www.progressive.com
* Check out Quince: https://quince.com/INVEST
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1989 episodes

Artwork
iconShare
 
Manage episode 520295501 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.

Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.


Our Sponsors:
* Check out Incogni: https://incogni.com/investtalk
* Check out Invest529: https://www.invest529.com
* Check out NordProtect: https://nordprotect.com/investalk
* Check out Progressive: https://www.progressive.com
* Check out Quince: https://quince.com/INVEST
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1989 episodes

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