Invest in Bitcoin, Roth IRA, and mREITs from Your Listener Letters – MTI168

Listener Letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

 

Drew: Investing in all the right ways, including the ESPP at his workplace. His company offers a 15 percent discount on the company stock, which he plans to sell the same day he acquires them. Is this a good idea?

 

Ivan: Ivan bought a mREIT, but didn’t quite understand all the intricacies of such an investment. We go through the definition of what a mREIT is and what to look out for.

 

Jason: Contemplating taking money out of his ROTH IRA before full retirement age. Is there any way he can avoid paying the penalty? Could he use Rule 72T?

 

Todd: I want to start a financial podcast about Bitcoin. What do you think?

 

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Student Loan Hero

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

When a Home is an Investment with Dan Green – MTI167

Is your personal residence an investment?

Many people think so, and it certainly can be counted towards your net worth – but where does your home fit into an investment portfolio?

Dan Green, Founder of Growella.com, says:

  • There’s lots of utility in renting. You can get a lot for less money without a longer-term committment.
  • Owning a home has expenses that come with it.
  • You should budget 1.5% of the home’s value towards repairs.

 

There are costs to consider when buying a home as an investment:

  • Real Estate Taxes
  • Home Owner’s Insurance
  • Other applicable insurances like Flood Insurance
  • Alarm systems or monitoring
  • Liability Insurance

 

The benefits can come in other ways. Dan Green talks about Emotional Return:

  • Over time you can see the value of your property go up
  • You have a place to store your things
  • You can customize the appearance and utility of the place where you live
  • The comfort of knowing a landlord won’t evict you

 

The benefits further compound if you purchase a multi-unit residence. You live in one unit and rent out the other(s).

You can listen to ways a 4-unit property qualifies for FHA loans with Brandon Turner from BiggerPockets

 

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s guest, Dan Green:

Dan Green is Founder of Growella.com, a blog and website focused on helping you grow your wealth and your life.

Website: Growella.com

Growella on Twitter

 

 

Today’s Panelists

Miranda Marquit | Adulting.tv
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | 4-minute Money Videos
Garrett Philbin | Be Awesome Not Broke

For a quick bio of each of our show participants, head on over to our panelists page.

 

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Dividend Investing, Student Loans and Retirement Your Listener Questions – MTI166

Listener questions keep pouring in, so this episode is full of questions about investing – or not!

 

Steven wants to know if it’s better to use a dividend aristocrat’s ETF or try to build a dividend yielding portfolio on my own?

Eric wants to pay tuition out of pocket but is likely to run short. Should he take out student loans for the last year of school or withdraw some IRA funds to pay?

Cato thinks index investing may be causing a relative overpricing of index stocks. Could this be a bubble on a bubble?

Rocko wants to know if he should scale back on his 401k to help fund his next investment property.

Have a question? Give us your Listener Letter at http://moneytreepodcast.com/contact

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Adulting.tv
Doug Goldstein | Goldstein on Gelt

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Telling Financial Stories with Mihir Desai – MTI165

Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize.

Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle commitments. Doug uses the parallel of how the world looks at the commitment of marriages.

Our panel continues the discussion, debating the concept that the world of financial is best done through stories, not numbers.

It’s a very interesting discussion you won’t want to miss – especially when the panel discusses how the board game Monopoly teaches you terrible lessons about how to handle money.

Today’s Guest, Mihir Desai

Mihir A. Desai is the Mizuho Financial Group Professor of Finance at Harvard Business School and a Professor of Law at Harvard Law School. Professor Desai has taught extensively as an award-winning teacher at HBS and at Harvard University and is also on the Advisory Board of the International Tax Policy Forum and the Centre for Business Taxation at Oxford University.

Website: www.mihirdesai.org

Book on Amazon: The Wisdom of Finance: Discovering Humanity in the World of Risk and Return

Twitter: @DesaiMihira

 

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Stacking Benjamins
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Plutus Award Winners 2017

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

How to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164

What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires?

We put the spotlight on him today to learn how millionaires manage their money – and what not to do if you are trying to build wealth.

Joe shares the following observations:

  • It’s about spending money on the things you value (and less on the things you don’t)
  • It’s not about discipline with money, it’s about replicating
  • Level out your spending
  • Once a year, around your birthday or another hallmark moment, run an estimate on your income taxes.

Money apps mentioned in this episode:

Clarity Money
Rize
Biz Expense Tracker

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Miranda Marquit | Adulting.tv
Joe Saul-Sehy | Stacking Benjamins course
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Rich as a King

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Worst Investments Ever with Jim Wang LIVE at FinCon – MTI163

Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone.

Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with Joe and Miranda, they share their worst investments and purchases they regretted the most.

Joe’s mom’s neighbor Doug also sits in to share how his most recent investment didn’t produce the expected ROI he was hoping for. Pay close attention to the wisdom we impart on this episode.

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s guest, Jim Wang:

Jim Wang is a thirty-something father of two who has been featured in the New York Times, Baltimore Sun, Entrepreneur, and Marketplace Money.

In the beginning, he built a personal finance-focused website, Bargaineering (now TheCashlorette), from a side hobby to a full time income — which he was eventually sold for a nice sum in less than five years.

Now he shares philosophies, strategies and the methods he used to become – and remain – financially independent and free to pursue what is important.

Website: WalletHacks.com

Twitter: @WalletHacks

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Adulting.tv
Neighbor Doug | Joe’s mom’s basement

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Kids and Money with Jen Hemphill – MTI162

Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others.

Highlights from Jen’s interview:

  • Jen married a military man.
  • They moved 9 times before settling down.
  • She couldn’t find work in a field she was trained in, so she became educated in financial coaching.
  • It wasn’t until people asked her money questions that Jen and her husband made big changes in what they were doing.

Our panel reflects on the lessons they learned about money growing up and how they are teaching their own children how to save, spend and invest money.

 

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s guest, Jen Hemphill:

Jen Hemphill is an Accredited Financial Counselor and host of the Her Money Matters podcast.

Website: http://jenhemphill.com

Her Money Matters podcast

 

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Roger Whitney | Retirement Answer Man
Miranda Marquit | Adulting.tv
Joe Saul-Sehy | Stacking Benjamins

For a quick bio of each of our show participants, head on over to our panelists page.

 

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

How Do You Feel About Investment Buckets with Buck Joffrey – MTI161

Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow.

In this episode he talks about the problems with “investment buckets” and how Wall Street works. Then he goes into making real estate investing work for you.

Our panel digs into the discussion even further and talks about how gold, precious metals, and REITs can fit into a diversified portfolio.

Today’s Guest, Buck Joffrey MD

Buck is a physician, entrepreneur, asset manager and podcaster at Wealth Formula. He is the author of “7 Secrets of Eternal Wealth” and has been featured on ABC, NBC, CBS, and Fox.

Website: www.wealthformula.com

Book: 7 Secrets of Eternal Wealth

Get the book for free when you text “wealthformula” to 44222

Listen to his podcast: On Apple Podcasts or Stitcher

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

The Perfect Portfolio with Ken French – MTI160

Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing.

Then our panel discuss what they think would make a perfect investing portfolio.

Do money managers really add value?

Should you invest in the world, or try to be more strategic?

And are bond ladders a good idea, as Ken French shared during the interview?

All that and more in the Money Tree Investing Podcast.

 

Today’s Guest, Ken French

 

Ken French is a Research Associate at the National Bureau of Economic Research, an Advisory Editor of the Journal of Financial Economics, a former Associate Editor of the Journal of Finance and the Review of Financial Studies, and a former President of the American Finance Association. French is also a Fellow of the American Finance Association and the American Academy of Arts and Sciences, and a member of the Smile Train’s Board of Governors and the International Rescue Committee’s Board of Directors.

Before joining Dartmouth, Professor French was on the faculty of MIT’s Sloan School of Management, the Yale School of Management, and the University of Chicago Booth School of Business. Professor French received his Ph.D. in finance from the University of Rochester in 1983. He also earned an M.S. and an MBA from the University of Rochester (1983) and a B.S. from Lehigh University (1975).

Ken’s website: www.mba.tuck.dartmouth.edu/pages/faculty/ken.french

Fama French Forum: www.famafrenchforum.com

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Doug Goldstein | Rich as a King
Joe Saul-Sehy | Stacking Benjamins
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Plutus Award Nominees 2017

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Equifax Shenanigans and Trading Systems with Laurens Bensdorp – MTI159

Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”.

But first, the panel discusses the recent Equifax hack, what this means for your data security, and if buying such stock during this tumultuous time is wise.

 

Today’s Guest, Laurens Bensdorp

Author of “The 30-Minute Stock Trader: The Stress-Free Trading Strategy for Financial Freedom

Learn more about his system at www.tradingmasteryschool.com/home

 

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Miranda Marquit | Adulting.tv
Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Stacking Benjamins
Linda P. Jones | Be Wealthy and Smart

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)