# How To Know When It's Time To Sell

An episode of [Suze Orman's Women & Money (And Everyone Smart Enough To Listen)](https://invisiblenetwork.ai/podcast/1439621652), 21 Jun 2026, 32 min.

Audio: https://traffic.omny.fm/d/clips/2df1102a-5761-4c99-b489-aabd0161f8fe/44e0936e-923c-43c7-9e2a-aade00edf4d3/45295c30-5823-44df-bdb8-b46f0174e062/audio.mp3?utm_source=Podcast&in_playlist=4e05fb00-5a5b-4ed9-b353-aade00edf4dd

In this Suze School, Suze explains what a healthy stock market looks like and gives us things to think about when we want to sell a stock or ETF. She also shares the ETFs, sectors, and dividend strategies Suze believes we should be watching now. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email: support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

## Transcript

[0:08] Suze: June 21st, 2026. Welcome everybody to the Women and Money podcast,
[0:14] Suze: as well as everybody smart enough to listen. Suze O
[0:18] Suze: here and today is Suze School.
[0:21] Suze: And all I can do is give you advanced warning
[0:23] Suze: and tell you. you best take out your Suze notebooks
[0:27] Suze: because I'm going to be talking about a lot of
[0:29] Suze: symbols for ETFs, two individual stocks that I like for
[0:34] Suze: dividends that you've never heard me talk about before and
[0:38] Suze: all those kinds of things. Next, however, and most important.
[0:44] Suze: Today is Father's Day. So seriously, everybody, happy, happy Father's
[0:52] Suze: Day to all you incredible fathers out there. I just
[0:57] Suze: have to say this, um, it always makes me a
[1:00] Suze: little sad around this time because today, June 21st.
[1:08] Suze: Many years ago, 1981 to be exact, my father died
[1:15] Suze: and he was 71 years of age, and my only
[1:19] Suze: regret that I have in my entire life,
[1:23] Suze: is that he never got to see my success. He
[1:28] Suze: died a man thinking he was a failure. Who was
[1:31] Suze: going to take care of his wife? Who was going
[1:33] Suze: to take care of his daughter? And here we go,
[1:38] Suze: but
[1:39] Suze: obviously he did a great job because look at me now,
[1:43] Suze: but Daddy, I hope you're doing great wherever you are,
[1:47] Suze: and I just want to thank you, thank you, thank
[1:49] Suze: you for all the lessons, life lessons, invaluable life lessons
[1:56] Suze: that you taught me. So happy Father's Day, everybody.
[2:01] Suze: Also, today is the very last day, everyone, that you
[2:08] Suze: can get the Must-Have Documents for $99. Starting tomorrow they
[2:15] Suze: go up to $153. Now I have to tell you,
[2:20] Suze: even at $153 seriously, for $2,500 worth of the state
[2:28] Suze: of the art documents,
[2:30] Suze: that you can revise and revise and revise as many
[2:33] Suze: times as you want for free. All updates are free.
[2:37] Suze: You can share it with your family members and those
[2:40] Suze: that you know need the must-have documents, because listen to me,
[2:45] Suze: it just takes one person to step forward and then
[2:49] Suze: share it with others, and then you get afraid and
[2:51] Suze: you go, but they'll know my information. No, they won't.
[2:54] Suze: You get an activation code when you purchase this.
[2:58] Suze: You then open it up, you create your own account
[3:01] Suze: with a password and everything, and if you just give
[3:04] Suze: that activation code to your mother, your sister, your kid,
[3:08] Suze: I don't care.
[3:10] Suze: Then they download that. They then get to create their
[3:14] Suze: own must-have documents with their own passcode so none of
[3:17] Suze: you can see each other's information. And by the way,
[3:22] Suze: this might make a fabulous gift for Father's Day. To
[3:27] Suze: get it, go to musthavedocs.com. Just that simple. One last thing,
[3:34] Suze: and then I'll start here, is that tomorrow, the 22nd.
[3:39] Suze: I'm going to be doing a podcast with Doctor Mindy Pelz.
[3:43] Suze: Do you not know her? You need to know her.
[3:46] Suze: She's so incredible, I can't even stand it. So, anyway,
[3:51] Suze: if you wanna watch it, listen to it, go to youtube.com/
[3:57] Suze: at Doctor Mindy Pelz, P E L Z. That is
[4:02] Suze: what you should do, and you can watch.
[4:05] Suze: I'm sure it will be fabulous. She is fabulous, even
[4:09] Suze: if you don't want to see me on her podcast,
[4:11] Suze: on her YouTube channel, cause she's really on YouTube, everybody.
[4:15] Suze: You should just watch her, especially as older women, what
[4:19] Suze: happens to our bodies. Nobody, in my opinion, is better
[4:23] Suze: than her. All right, everybody, are you ready to go
[4:26] Suze: to Suze School? Get out those notebooks, like I said,
[4:30] Suze: here we go.
[4:32] Suze: Now this is what I want you to all understand.
[4:35] Suze: A healthy market is not one, in my opinion, where
[4:39] Suze: only seven big technology stocks are holding everything up. That's
[4:45] Suze: not healthy. A healthy market is when value stocks, small
[4:52] Suze: company stocks, industrials, transportation stocks, real estate, banks, utilities, and
[4:59] Suze: even consumer stocks,
[5:01] Suze: start to wake up and guess what? That is exactly
[5:07] Suze: what we are seeing right now. However, one reason that
[5:12] Suze: these things right now are starting to change is because
[5:15] Suze: oil started to come down. Crude oil really still looks weak,
[5:22] Suze: and if oil keeps coming down,
[5:24] Suze: that can be very good for all of you, by
[5:27] Suze: the way, and for the market. Why? Obviously lower oil
[5:32] Suze: can mean lower gasoline prices, less inflation pressure, lower interest rates,
[5:38] Suze: lower volatility, and more money in your pocket. Now I
[5:42] Suze: don't know when that's really going to happen.
[5:44] Suze: I don't know how soon, even if they open up everything,
[5:48] Suze: oil's really gonna start to flow and the problem will
[5:50] Suze: be solved, but let's just assume that we're on that
[5:55] Suze: track for now.
[5:57] Suze: So when oil comes down, however, I don't want you
[6:00] Suze: to just think, well, I'm gonna pay lower at the pump.
[6:04] Suze: I need you to think bigger than that, cause lower
[6:07] Suze: oil can help consumers, it can help stocks, it can
[6:11] Suze: help bonds, it can help real estate, it can help utilities,
[6:14] Suze: it can help the whole mood of the market.
[6:18] Suze: Now, in the past, you know, I've said to you,
[6:21] Suze: I like the Standard and Poor's 500 ETF, the VTI ETF,
[6:26] Suze: VOO ETF. I like all those, but do you remember
[6:30] Suze: a long time ago,
[6:32] Suze: I actually said to you, I also want you to
[6:35] Suze: start looking at the ETF with the symbol RSP, and
[6:41] Suze: this is the equal weighted Standard and Poor's 500 index ETF.
[6:47] Suze: And that means that every stock gets treated more equally
[6:51] Suze: instead of the biggest companies dominating the whole index like
[6:55] Suze: with SPY or VOO. Big difference. Now, in the past,
[7:01] Suze: obviously SPY has outperformed RSP, but if you were to
[7:08] Suze: look at it so far this year, 2026, the RSP
[7:14] Suze: is up 9 to 10%.
[7:17] Suze: Versus 8 to 9% for SPY. Why is the RSP
[7:24] Suze: possibly doing better than spiders? It's because investing is starting
[7:30] Suze: to broaden out. Value happens to be doing better than
[7:35] Suze: growth stocks right now. So given that that's true, are
[7:39] Suze: you invested in value at all?
[7:43] Suze: Are you invested in large cap or small cap? What
[7:47] Suze: are you doing now? I get it. You hear AI,
[7:50] Suze: you hear NVIDIA, you hear tech, and you want to
[7:54] Suze: put everything in there. You hear SpaceX.
[7:58] Suze: And that's all you want to do. Now, let me
[8:00] Suze: just comment for a second on SpaceX, everybody. Listen, it's
[8:05] Suze: gone up, it will come down. You have to be
[8:10] Suze: careful here. I've told you that. There's nothing stopping it
[8:15] Suze: from going below the 135 price that it came out at.
[8:19] Suze: And what concerns me,
[8:22] Suze: is this thousands of people have SpaceX where their shares
[8:28] Suze: are absolutely locked up and they cannot be sold for
[8:33] Suze: three months, six months. There's all these rules out there,
[8:36] Suze: a lot of shares of stock, employees that own the stock,
[8:41] Suze: and when that stock comes out of the restricted phase,
[8:45] Suze: most of those people are going to be
[8:47] Suze: selling in my opinion. And then what happens to the
[8:50] Suze: price of SpaceX. So stop thinking that you missed out
[8:55] Suze: on something. Stop having this thing where you have to
[8:59] Suze: get in the day something comes out. And by the way,
[9:03] Suze: I just have to say that the same mistake could
[9:06] Suze: have been made with Fitz, F I T Z. You
[9:09] Suze: bought Fitz's Keith Fitz-Gerald's ETF thinking
[9:13] Suze: it's like a stock that's gonna come out, it's gonna
[9:16] Suze: go up right away. No.
[9:20] Suze: FITZ ETF is for long term, because it just came out,
[9:25] Suze: it's gonna need a lot of time for the dividends
[9:28] Suze: to start paying, for things to get reinvested, for these
[9:32] Suze: markets to straighten themselves out. So, a lot of you
[9:35] Suze: are like, what do I do right now? It's down 5%
[9:38] Suze: from where it came out. What did I tell all
[9:42] Suze: of you? Little by little.
[9:46] Suze: I didn't tell you to keep a lot of money
[9:49] Suze: in there, that all of a sudden it's gonna make
[9:50] Suze: you a lot of money. So many of you have
[9:53] Suze: gotten into the bad habit of...
[9:57] Suze: The stock went up, the stock went up, this is
[9:59] Suze: going up, my money's going up, and then all of
[10:02] Suze: a sudden you get into something, and it goes down,
[10:05] Suze: and you don't get it, so now you're totally confused.
[10:09] Suze: You have to be very clear as to why you
[10:12] Suze: invest in something, and why you do not.
[10:16] Suze: So, if it makes you nervous, don't invest in it.
[10:20] Suze: I don't care what it is, but it's something that
[10:24] Suze: will need time, especially the FITZ ETF. It's going to
[10:28] Suze: need significant time now. Maybe you wait and you watch
[10:33] Suze: to see what it does before you put any more
[10:35] Suze: money in it, or you decide, all right, I'm gonna
[10:37] Suze: put $50 a month into it, or $100 but no
[10:42] Suze: big amounts of money.
[10:43] Suze: Just let these markets work themselves out, all right. Just
[10:48] Suze: that simple. Now I know a lot of you want
[10:53] Suze: to know, are all the ETFs and individual stocks in
[10:57] Suze: the past something that I still believe in, or should
[11:01] Suze: we sell, or what should we do? Here's why I
[11:03] Suze: cannot answer that question. I don't know when you bought them.
[11:09] Suze: If you bought the majority of ETFs and individual stocks
[11:13] Suze: that I mentioned on this podcast when they first came out,
[11:18] Suze: you are up significantly.
[11:21] Suze: But if you listened to this podcast, after they had
[11:25] Suze: already gone up significantly, and now they're down,
[11:30] Suze: I don't know where you are on the spectrum. So
[11:33] Suze: if in fact you bought them when I originally talked
[11:37] Suze: about them, then you probably have a serious gain. Now
[11:41] Suze: the question becomes, do you want to take that gain
[11:45] Suze: off the table? Do you have losses that you can
[11:48] Suze: offset it with? Does it still make you feel secure,
[11:52] Suze: or are you afraid if you own any stock, any ETF?
[11:58] Suze: And now it's making you watch it every day, you
[12:01] Suze: don't know what to do with it. Here are the
[12:04] Suze: two questions you need to ask yourself to help you
[12:08] Suze: make those decisions, 'cause I can't make them for you.
[12:12] Suze: Let's say you own XYZ, whatever that may be, a stock,
[12:16] Suze: an ETF, and it is at a certain price right now.
[12:22] Suze: If you hadn't purchased XYZ and all the money that
[12:27] Suze: was in XYZ was in cash rather than the ETF
[12:32] Suze: or stock, the question is this would you buy it today?
[12:39] Suze: If the answer to that is no, well, guess what,
[12:42] Suze: you best sell it. If you wouldn't buy more today
[12:45] Suze: that says you have lost faith in it, you should
[12:48] Suze: sell it.
[12:50] Suze: If you say, yes, I would buy more, then you
[12:54] Suze: keep it just that simple.
[12:58] Suze: Ask yourself those two questions. However, if you say I
[13:04] Suze: don't know what I would do, then sell half.
[13:07] Suze: Take some money off the table, or if you have
[13:10] Suze: a loss in it. All right, take your loss.
[13:14] Suze: And then somehow, eventually you'll be able to offset that
[13:18] Suze: loss with some gains. But don't go crazy. Don't write
[13:23] Suze: into me and say, should I sell it? Should I
[13:26] Suze: do this? I don't know what you should do, cause
[13:29] Suze: I don't know when you bought it, I don't know
[13:31] Suze: what your tax situation is, I don't know if it's
[13:34] Suze: in a retirement account. If not, that's not my job.
[13:38] Suze: My job is to educate you so that you can
[13:42] Suze: be exposed to things that I like.
[13:45] Suze: You decide, do you want to buy it or not.
[13:48] Suze: You decide, do you want to sell it or not.
[13:52] Suze: There is no right or wrong. I can't predict the future.
[13:56] Suze: I don't know what's going to happen. Anything can happen
[14:00] Suze: at any time that will make these markets crash. So
[14:04] Suze: you have to know your age, your situation, and make
[14:08] Suze: those decisions yourself. You got that, everybody.
[14:13] Suze: So what I want to do now, however, is give
[14:17] Suze: you a list of exchange traded funds just so you
[14:23] Suze: know their category, and maybe if you want to invest
[14:27] Suze: in any of them, you can look at them and say, OK,
[14:31] Suze: I'm going to do that.
[14:33] Suze: So, are you ready now? I told you that value
[14:37] Suze: stocks have been doing better than growth stocks. So for value,
[14:43] Suze: you could look at the ETF VTV or IVE. I
[14:50] Suze: am not going to give you their names. I'm just
[14:52] Suze: giving you their symbols. However, if all you want is
[14:56] Suze: growth stocks, that's all you want, then the symbol is
[15:01] Suze: VUG or IVW.
[15:07] Suze: Small cap stocks which have been doing incredible by the way,
[15:11] Suze: the Russell 2000 index can be represented by IWM, the
[15:17] Suze: symbol IWM or VTWO. Write them down.
[15:25] Suze: And listen, when small caps are doing really well, it's
[15:31] Suze: a good sign because it tells me that investors are
[15:36] Suze: starting to take on more risks far beyond the giant names,
[15:40] Suze: and that's good. If you want big tech exposure, and
[15:45] Suze: that's all you want,
[15:47] Suze: then there's the ETF QQQ. If all you want are semiconductors,
[15:54] Suze: then there's my favorite, as you know, SMH, or there's
[15:59] Suze: another one, SOXX. If all you want are those magnificent
[16:04] Suze: seven stocks, that's all you want. Do you remember what
[16:08] Suze: they are?
[16:09] Suze: Think about it, but anyway, then there is MAGS or
[16:15] Suze: you could use MGK for large cap growth exposure in
[16:22] Suze: that area.
[16:24] Suze: But here's where many of you are making a mistake, OK?
[16:28] Suze: You hear AI, you hear NVIDIA, you hear tech, and
[16:32] Suze: you want to put everything in there, and I am
[16:34] Suze: telling you, do not do that. That is not investing,
[16:39] Suze: that is chasing. All of you are chasing SpaceX right now.
[16:44] Suze: I am telling you, stop chasing it.
[16:47] Suze: Because the real story, really, is so much bigger than that,
[16:52] Suze: I can't even tell you. Industrials are strong, machinery is strong,
[16:59] Suze: you know, companies that are tied to infrastructure, equipment manufacturing,
[17:03] Suze: the data centers, they're all, and even AI build out,
[17:08] Suze: they're strong. So if you're looking for just industrials, you
[17:12] Suze: could look at XLI,
[17:15] Suze: or symbol VIS. Let's say you are interested in energy.
[17:21] Suze: Not that I would be right now, but let's just
[17:22] Suze: say you were. Then the energy ETF is XLE. Maybe
[17:29] Suze: you want, let's just say, oil and gas exploration.
[17:34] Suze: The ETF is XOP. Crude oil just by itself is USO.
[17:42] Suze: And by the way, if you wanted to just buy gasoline,
[17:45] Suze: it's UGA. But remember this, that if the point is
[17:51] Suze: that oil may go lower.
[17:54] Suze: Then I don't want you to buy oil. Look at
[17:57] Suze: what benefits from oil. That's what I want you to see.
[18:02] Suze: What benefits from lower oil.
[18:05] Suze: What is that? Real estate investment trusts or REITs, and
[18:10] Suze: they've been really strong. So for a general REIT, you
[18:15] Suze: can look at VNQ or XLRE. Now I know that
[18:21] Suze: I still like CTRE Care Trust as an REIT as
[18:26] Suze: well as Fitz likes it, but just something for you
[18:29] Suze: to think about. Now, I have mentioned these in the past,
[18:35] Suze: but I'm still sticking by them. Financials have been mixed.
[18:39] Suze: Remember I said a while ago to look at some
[18:42] Suze: bank stocks, but they have shown some strength now. So financials,
[18:48] Suze: the ETF is XLF or for banks there is KBE
[18:55] Suze: or KRE. I recommended both of those a while ago.
[19:00] Suze: I also recommended utilities for you. Now I get that
[19:05] Suze: they are boring, but boring can make you money. So
[19:09] Suze: for utilities, I told you I liked XLU. Why might
[19:14] Suze: utilities work again? Because if interest rates come down, and
[19:19] Suze: I'm not saying they're going to right now, but if
[19:22] Suze: they do, then utilities can become more attractive. Also, they
[19:28] Suze: tend to be more defensive.
[19:30] Suze: So do not just dismiss them because they're not exciting.
[19:34] Suze: Now I've talked to you about consumer things in the past,
[19:39] Suze: and I admit that consumer stocks and ETFs, they have
[19:42] Suze: had a rough time because of higher interest rates as
[19:46] Suze: well as higher energy prices. But if rates ease and
[19:50] Suze: oils come down.
[19:52] Suze: Then consumers may get relief. For consumer discretionary stocks, stocks
[19:59] Suze: where consumers don't have to buy, it's at their discretion.
[20:03] Suze: The ETF is XLY. For retail, there is XRT. For
[20:12] Suze: home builders, there is XHB or ITB.
[20:20] Suze: For transportation, and by the way, it's been very strong lately,
[20:24] Suze: there is IYT.
[20:28] Suze: Now I still don't have a problem with gold and silver.
[20:33] Suze: I know Fitzy doesn't like it. Fine, but I do
[20:37] Suze: still believe that they can play a role as long
[20:41] Suze: term diversifiers. I just do, and I stated that on
[20:44] Suze: the webinar. I don't have a problem with you having
[20:47] Suze: money
[20:48] Suze: in it. Small amounts, and they can be represented by
[20:52] Suze: what the ETF for gold, GLD, or IAU and if
[20:58] Suze: you want silver, OK, ETF is SLV but I want
[21:04] Suze: you to be very clear here.
[21:06] Suze: This isn't where I want you to go out and
[21:09] Suze: buy 25 different ETFs. That would be absolutely ridiculous. That
[21:14] Suze: would be such garbage. It's just nuts. But I want
[21:18] Suze: you to at least know that these are the ETFs
[21:22] Suze: that represent every area in the market, especially if you
[21:27] Suze: see that one area may be taking off, and you
[21:30] Suze: want more exposure in just that area rather than across
[21:34] Suze: the board.
[21:35] Suze: Now you know, however, I'm still going to tell you
[21:40] Suze: that if you own a broad-based index fund like VOO, SPY, VTI,
[21:48] Suze: or really RSP, I am telling you, I still think
[21:54] Suze: in the long run you will be just fine, OK.
[21:59] Suze: So, obviously, you can buy individual stocks besides those. I
[22:05] Suze: don't have a problem with that, but you have to
[22:08] Suze: know with individual stocks that you have to watch them,
[22:13] Suze: you have to know when to buy them, when to
[22:15] Suze: sell them. You really have to think about this. Now,
[22:19] Suze: I just want to talk about dividends for a second here.
[22:22] Suze: As you know, for a long time, I've been telling
[22:26] Suze: all of you, hey,
[22:28] Suze: I'd be investing in dividend stocks and dividend ETFs, so
[22:32] Suze: that even if these markets did go down, I was
[22:36] Suze: being paid to wait. Do you remember me saying that?
[22:40] Suze: And have you done that?
[22:42] Suze: Maybe you have, maybe you haven't, but a lot of
[22:46] Suze: my money seriously is in individual dividend paying stocks, equity, income, stocks,
[22:55] Suze: things like that. If I was going to do ETFs,
[22:58] Suze: these are my recommendations, nobody else's, all right. My number
[23:03] Suze: one would be the Schwab US dividend equity ETF, symbol is SCHD.
[23:10] Suze: And it pays approximately anywhere about, I'd say 3.5% right now. So,
[23:15] Suze: it's got a really great long term record. My next one,
[23:21] Suze: by the way, would be the iShares Core Dividend Growth
[23:26] Suze: ETF symbol is DGRO. The income on that is only
[23:32] Suze: about 2%.
[23:34] Suze: But it does focus on companies that grow dividends, and
[23:37] Suze: it has a lot broader diversification, and it does have
[23:41] Suze: more technology exposure, 'cause I told you, didn't I, that
[23:46] Suze: besides dividend income, I want it to grow as well.
[23:51] Suze: The next really would be the Vanguard Dividend Appreciation ETF.
[23:56] Suze: Dividend is only 1.7% OK, but it does give you
[24:01] Suze: exposure to companies that have this like long history of
[24:05] Suze: raising dividends, so it's more growth oriented than income oriented.
[24:11] Suze: I also really like the Vanguard High Dividend yield ETF
[24:16] Suze: symbol VYM.
[24:18] Suze: Again, only gives about 2.2%, up to maybe 2.5% somewhere
[24:24] Suze: in there, but it's like this broad basket of these
[24:27] Suze: like hundreds of companies that are dividend paying companies that
[24:32] Suze: are good companies. And then, again, if you're looking for
[24:36] Suze: more growth than dividends, I believe it or not, like
[24:40] Suze: the Wisdom Tree US Quality Dividend Growth Fund.
[24:44] Suze: Symbol DGRW, gives 1.3%. It's higher than Vannguard or Schwab
[24:51] Suze: in terms of their expense ratio, so that's up to you.
[24:54] Suze: You don't need to get this one. They emphasize earnings
[24:57] Suze: growth and dividend growth altogether. So, those would be my
[25:03] Suze: favorite ones. Again, the four top would be SCHD, DGRO, VIG,
[25:11] Suze: and VYM. Now...
[25:15] Suze: If I was thinking of looking at individual stocks that
[25:20] Suze: paid a nice dividend, and that I thought offered me growth,
[25:25] Suze: we're in good areas and everything like that, let me
[25:29] Suze: tell you about two investments that may deserve your attention
[25:34] Suze: right now. They have my attention, just so you know.
[25:38] Suze: First one is symbol BEN, B-E-N.
[25:42] Suze: And believe it or not, BEN is Franklin Resources. That's
[25:47] Suze: what it stands for, and their parent company is Franklin Templeton. Now,
[25:52] Suze: it's not an ETF, not a mutual fund, it is
[25:55] Suze: a stock, and the stock is currently trading right around
[25:59] Suze: $33 per share, and it pays an annual dividend of
[26:04] Suze: approximately $1.28 so that gives you a yield of about 4%. Now,
[26:10] Suze: why do I like it?
[26:11] Suze: I like that BEN is a money management company. All right,
[26:16] Suze: listen closely. It manages roughly 1.7 trillion in assets across
[26:23] Suze: mutual funds, ETFs, private markets, fixed income, and wealth management.
[26:29] Suze: I want you to think about that. So as investors
[26:33] Suze: put money to work,
[26:36] Suze: then Franklin Templeton earns fees on those assets, right? Yes.
[26:41] Suze: And as markets grow, assets can grow. So as more
[26:46] Suze: investors like seek these dividend strategies and active management because
[26:50] Suze: they want people to handle their money and alternative investments,
[26:56] Suze: Franklin has the opportunity to benefit here.
[27:00] Suze: So for years, investors have ignored companies like this, because
[27:04] Suze: everybody was, what do you think everybody was doing? They
[27:07] Suze: were chasing technology, but markets don't stay that narrow forever,
[27:13] Suze: and eventually leadership broadens, and that is what is starting
[27:17] Suze: to happen. So, BEN is not a momentum story, meaning
[27:20] Suze: that's not where everybody is starting to go and put
[27:23] Suze: their money. It's a dividend story.
[27:27] Suze: It's a value story. It's a turnaround story, and while
[27:32] Suze: you wait to see if that turnaround continues, OK, what
[27:36] Suze: are you doing? You're collecting roughly a 4% dividend yield.
[27:43] Suze: So, I like that one a lot. And am I
[27:46] Suze: going to add it to my portfolio? Most likely. Next,
[27:51] Suze: there's a stock with the symbol PLD. Now...
[27:57] Suze: PLD is a company by the name of Prologis, P
[28:03] Suze: R O L O G I S, and it's currently
[28:07] Suze: trading about $141 a share. It pays an annual dividend
[28:14] Suze: of approximately $4.28 a share, which gives you a yield
[28:19] Suze: of about 3%. Now, why do I like them?
[28:24] Suze: I like them because they're one of the largest owners
[28:27] Suze: of logistics and warehouse real estate in the world. So, really, everybody,
[28:33] Suze: this is where modern commerce lives. Think about this, when
[28:37] Suze: you order something online,
[28:39] Suze: maybe when a retailer ships merchandise, when a delivery company
[28:43] Suze: moves product across the country, chances are those goods pass
[28:48] Suze: through facilities owned by Prologis. Amazon needs warehouses. Retailers need warehouses.
[28:57] Suze: Manufacturers need warehouses. Delivery companies need warehouses, and Prologis owns
[29:04] Suze: many of the best ones in the world.
[29:07] Suze: So what I like about PLD is that it isn't
[29:10] Suze: dependent on the next hot technology trend. It owns infrastructure
[29:15] Suze: that business needs every single day, that creates cash flow,
[29:20] Suze: that supports dividend growth, and that provides exposure to one
[29:25] Suze: of the most important parts of the global economy, if
[29:29] Suze: you ask me, the movement of goods. So what's the
[29:32] Suze: takeaway here?
[29:35] Suze: BEN gives you exposure to financial services, asset management, income,
[29:40] Suze: and really a potential turnaround story. PLD gives you exposure
[29:46] Suze: to logistics, industrial real estate, global commerce, and long term infrastructure.
[29:53] Suze: Neither one of these really is gonna make you rich overnight,
[29:56] Suze: I promise you that, but I don't want investments that
[30:00] Suze: promise to make you rich overnight.
[30:02] Suze: I don't want it. I want you to own investments
[30:05] Suze: built on real business, real assets, real cash flow, and
[30:10] Suze: real dividends. It's just that simple because in my opinion,
[30:17] Suze: that's really how wealth is really built. So, bottom line here,
[30:23] Suze: if this market continues to broaden out beyond a handful
[30:27] Suze: of technology stocks,
[30:29] Suze: if investors place a greater value on income, dividends, and
[30:35] Suze: durable businesses...
[30:37] Suze: Then companies like BEN and PLD could be positioned to benefit,
[30:43] Suze: and that's why I think you should look at them. So,
[30:47] Suze: there we go. All right, that's everything. Now, remember, last
[30:55] Suze: day today, to get the must-have documents, and tomorrow, do
[31:00] Suze: not forget to listen to me on Doctor Mindy's YouTube.
[31:06] Suze: I can't wait to see it. I love her like
[31:08] Suze: I told you again.
[31:10] Suze: Go to youtube.com/ at Doctor Mindy Pelz. That's P E
[31:17] Suze: L Z, and let's see how we do together. Until then,
[31:21] Suze: there's only one thing that I want you to remember
[31:23] Suze: when it comes to your money, and it is this
[31:26] Suze: people first, then money, then things. Now you stay safe.
[31:32] Suze: Bye bye.

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