A Deeper Dive Into Stocks

Shares for more than 6,000 companies trade on the US Stock Exchanges.  Add in the shares from other countries and you have a number that will blow your mind.  How do we look at Stocks?  It starts with how we keep score.  Then we break down the various parts of the market as a whole.  This is a deeper dive into stocks.

Timeline

• 0:00 – Intro
• 0:45 – Keeping Score – the common indexes
• 3:46 – Size Matters
• 5:59 – Growth vs Value
• 7:35 – give up making a killing to avoid being killed
• 9:05 – Snow or Rain, it’s all water
• 11:01 – Outro

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This is Why We Diversify

Different sized, and different styles behave differently over time.  It is impossible to know in advance which is going to be better or worse.

Large Cap Stocks	Mid Cap Stocks	Small Cap Stocks
Common Index:  Dow Jones Industrial Average, S&P 500	Common Index:  S&P 400 Mid Cap, Russell 2000	Common Index: S&P 600 Small Cap, Russell 2000
Common Companies:  Apple, Amazon, Google, General Motors, Ford, WalMart	Common Companies. Alcoa, Brinks, Callaway Golf	Common Companies:  iRobot, La-Z-Boy Furniture, Bed Bath and Beyond.

 

Appearing in This Video

Andy Dollman Andy is a financial consultant in Parkersburg, West Virginia.  He specializes in helping people with their retirement planning and wealth management needs.

Nikki Lude, CFP® Nikki is a Certified Financial Planner™ Pro in Woodsfield, Ohio.  She earned her CFP® designation in 2008 and has been helping clients since 2003.

Neal Watson, CFP® Neal is a financial advisor in Marietta, Ohio.  He has helped clients with their retirement planning and wealth management needs for more than 25 years.

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