EPISODE · Sep 9, 2021 · 46 MIN
9-8-2021: How Do You 'Optimize' a Portfolio for the Real World?
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
An author and psychologist have argued that portfolios which factor in HOW PEOPLE BEHAVE-- are better than portfolios perfected via spreadsheet. Today's Stocks & Topics: PG - Procter & Gamble Co., QURE - uniQure N.V., Morgan Stanley, Income, NGVC - Natural Grocers by Vitamin Cottage Inc., VZ - Verizon Communications Inc., Shipping and Logistics, DAC - Danaos Corp., BBY - Best Buy Co. Inc., JBL - Jabil Inc., ASO - Academy Sports & Outdoors Inc., AL - Air Lease Corp. TRIVIA QUESTION: "Can you describe the difference between a 401(k) plan and a 401(a) plan?"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 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 Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
NOW PLAYING
9-8-2021: How Do You 'Optimize' a Portfolio for the Real World?
No transcript for this episode yet
Similar Episodes
May 14, 2026 ·41m
May 13, 2026 ·46m
Apr 28, 2026 ·45m