×
S&P 500   3,831.39
DOW   30,967.82
QQQ   286.96
S&P 500   3,831.39
DOW   30,967.82
QQQ   286.96
S&P 500   3,831.39
DOW   30,967.82
QQQ   286.96
S&P 500   3,831.39
DOW   30,967.82
QQQ   286.96

MarketBeat Podcast: Diversity With the Core & Satellite Investment Approach

Tuesday, June 14, 2022 | MarketBeat Staff
MarketBeat Podcast: Diversity With the Core & Satellite Investment ApproachIn today’s episode of The MarketBeat Podcast, Kate welcomes guest Sean Bonner, co-founder of Guild Financial, a self-directed investing and financial education platform, with a special focus on the military community. Sean’s background as a portfolio manager and Navy officer informs his view of the economy and his approach to investing. In this episode, Kate and Sean discuss:

What is the Fed’s role in the current market environment?

How should investors evaluate the sectors currently doing well?

What is a looming economic threat that may lie ahead?

How does the situation in Ukraine affect inflation?

How are agricultural commodities like wheat, soy, and sunflowers different from oil and gas, in terms of continued availability? 

How are the investors on Sean’s investing platform handling this current market uncertainty?

What are the most popular stocks on the Guild platform?

How should investors evaluate momentum stocks, after the big pullback this year?

What is the difference between a good company at a fair price and a fair company at a good price? 

What’s the hidden danger of investing based on the story, but ignoring the valuation?

Why it’s important to understand the business model and revenue generation of companies you are tracking

What mistakes do investors make when it comes to diversifying their portfolios? 

How to use broad-based ETFs for instant diversification

Why Sean likes the core/satellite methodology, and how he suggests implementing this 

How “big Navy” is a good analogy for a core/satellite approach

Stocks and ETFs mentioned in this episode: 

Teucrium Wheat Fund (WEAT)
Apple (AAPL)
Rivian (RIVN)
iShares TIPS Bond ETF (TIPS)
Builders FirstSource (BLDR) 
Southern Copper (SCCO)
Tractor Supply (TSCO)
Costco (COST)
Breakwave Dry Bulk Shipping ETF (BDRY)
Tesla (TSLA)

Guild Financial 

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7 ESG Stocks that are Leading the Way to a Better World

It's becoming increasingly popular for investors to "vote their values." One way they do this is by investing in companies that make a demonstrable effort to improve the world. This is creating a category of stocks known as ESG stocks.

ESG stands for Environmental, Social, and Governance and it covers a broad range of issues. The environmental component is relatively straightforward. This analyzes and measures how companies address issues such as carbon emissions, deforestation, and green energy initiatives including sustainability efforts built into their supply chain.

The social component covers issues such as an organization's commitment to issues like the gender pay gap and diversity but also areas such as data security, sexual harassment policies, and fair labor practices. The governance component touches on areas like diversity within the corporate board of directors and executive pay.

The focus of this presentation is to give you seven companies that are giving more than just lip service to ESG initiatives. One of the criteria used in selecting the stocks in this presentation was the company's Net Impact Ratio. This is calculated from data produced by the Upright Project's Net Impact Model.

The Net Impact Model is a mathematical model of the economy that produces continuously updated estimates of the net impact of companies by means of an information integration algorithm.  MarketBeat captures key insights and presents them under the "Sustainability" tab on the company's profile page.



View the "7 ESG Stocks that are Leading the Way to a Better World".

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