2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities

New Focus on Wealth with Chad Burton, CFP®
In this podcast, Chad Burton & Rob Black discuss the recent market activity and the performance of the NASDAQ. Despite the potential for recession, the market has seen a rebound, particularly in the tech sector. Burton emphasizes the importance of asset allocation and rebalancing in a diversified portfolio. He also discusses the attractiveness of tech stocks and the impact of artificial intelligence on investing. Furthermore, Burton highlights the similarities between the NASDAQ and the S&P 500 indexes.
Timestamps:
[00:02:15] When it drops hard, what a great time to buy.
[00:06:07] Tech-heavy market index.
[00:09:46] Market breadth and catch up.
[00:11:15] Housing starts and market trends.
[00:15:01] Reinvesting dividends for long-term growth.
[00:18:27] Concentrated stock positions.
[00:23:14] Concentrated stock and income strategies.
[00:26:30] Exchange funds and diversification.
[00:29:23] Rental property issues in California.
[00:33:20] Real estate vs. stocks.
Email your money question to chad@chadburton.com.
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com