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.
- 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 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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