Should You Keep Some Cash on Reserve in This Overheated Market? | Where the Money Is - 11/11/13

TL;DR

Analyzing a new robotics ETF's potential and discussing the importance of cash hoarding in portfolios.

Transcript

do you have enough cash in your portfolio and we're taking a look at a robotics ETF you're in the right place folks because this is where the money is welcome to the show folks I Am David Hansen today joined by Blake boss and not Matt Matt copen heffer he is out definitely not you are not Matt copen heffer he is out running a 50 mile race in Las Ve... Read More

Key Insights

• ⚾ Cash hoarding in portfolios should be subjective based on individual financial goals and investment opportunities.
• 👶 The new robotics ETF presents a compelling opportunity to invest in international robotics companies and diversify risk.
• ❓ Industry leaders like ABB and Yasawa dominate the robotics sector, providing stability and growth potential in the market.
• 🛩️ 3D printing, though a small component of the ETF, offers significant innovation and potential in the manufacturing industry.
• 😮 PayPal's rising presence in point-of-sale transactions poses competition for Square, emphasizing the importance of differentiation and scale in the payment industry.
• 🤗 Behavioral biases like pessimism or optimism can impact investment decisions, highlighting the importance of critical thinking and open-mindedness in analysis.
• 😑 Recognizing Veterans Day, the show expresses gratitude to all veterans for their service and sacrifices.

Questions & Answers

Q: Why is hoarding cash in portfolios important?

Hoarding cash can be essential when investment opportunities at attractive prices are scarce, ensuring liquidity for future opportunities and aligning with individual financial goals.

Q: What makes the new robotics ETF exciting?

The new robotics ETF provides exposure to a diverse range of international robotics companies, including industry leaders like ABB, Yasawa, and Fuk, offering investors a chance to diversify risk in this growing sector.

Q: Is 3D printing a significant component of the robotics ETF?

While 3D printing makes up a small portion of the ETF's holdings, companies like 3D Systems play a crucial role in the industry, offering a wide range of 3D printing technologies and solutions.

Q: How does the relationship between Square and Starbucks impact their businesses?

While Square's presence in Starbucks benefits from the mobile payment trend, Starbucks continues to focus on its My Starbucks Rewards program, leveraging its massive consumer base for mobile transactions.

Summary & Key Takeaways

• Discusses the importance of maintaining cash balances in a portfolio based on individual financial goals and market conditions.

• Introduces a new robotics ETF containing various international robotics companies and the potential impact of a new safety standard on industry growth.

• Compares the industry leaders in robotics and 3D printing, highlighting the potential growth and key players in these sectors.