Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.
Nvidia’s 10-for-1 Stock Split
Target’s Weak Sales and Declining Market Share
Vanguard’s New CEO Starting Soon
Investing for Each Life Stage
Financial Priorities When You Approach Retirement
Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement
Why Retirees Struggle to Start Tapping Into Their Portfolios
Financial Priorities When You Retire
What Investors Need to Know About Destiny Tech100
Closed-End Funds vs Open-End Funds
Why Destiny Tech100’s Net Asset Value Premium is “Insane”
Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?
Key Takeaways for Investors
**Read about topics from this episode. **
Nvidia Earnings: AI Demand Smashes Expectations Again)
Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending)
Vanguard Chooses an Outsider as Its New CEO)
An Investing Guide for Every Life Stage)
The Bucket Investor’s Guide to Setting Retirement Asset Allocation)
DXYZ: This Closed-End Fund Is Not Destiny’s Child)
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