1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022? episode artwork

EPISODE · Jan 13, 2023 · 44 MIN

1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses. Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?

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This episode was published on January 13, 2023.

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A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses. Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties...

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