Does Nvidia's stock split make it more attractive to investors?

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엔비디아 10대1 액면분할은 기업 펀더멘털을 바꾸지 않지만 포지션 크기 조절을 쉽게 해준다. 경제지표는 중립 구간이며 잦은 매매는 불필요하다. 금리 인하 기대는 이미 시장에 상당 부분 반영됐다. 인플레이션 헤지는 이익 성장 기업 보유와 금(Gold) 보유 두 가지 방법이 있다.

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01. so sticking with Nvidia here nvidia's 10 for one stock split may seem exciting to investors who missed the boat and didn't want to buy $1,000 stock but does it Merit a spot in your portfolio posts spit here with more we've got Thomas Martin who's the global Investments senior portfolio manager great to have you here let's break this down a little bit further does it make it a little bit more attractive great well thanks for um having me on the show um uh as far as making the company more attractive uh no I mean like you just uh did a very good job of explaining nothing has changed economically for the company um however uh when you're trying to make a precise position in a portfolio and make sure your exposure is where you want it um and I would say that for a company like Nvidia that has um had such a huge increase in value um and really can kind of um get to be an outsized position in your portfolio uh it's important to make sure you size that correctly so that you're taking the amount of risk that you want you have the exposure to a good company with great prospects um but maybe you trim it back from time to time um to make sure that it doesn't get too big in your portfolio you and you have too much um when the share price is a tenth of what it is you can be more precise with that and so I'm looking forward to the split to be able to just better manage my position and exposure you know we've been kind of having this mental Jou of what's more important to the markets is it Nvidia or is it the fed and and and Thomas investors are increasingly pricing in a rate cut in September the probability that's risen to about 58% from 45% just a week ago the FED continues to track the data to see whether or not inflation is moderating and we've got that big jobs report tomorrow what should investors be doing with their portfolios given where the probability of cuts continues to move right well um I I like that the name of the show is wealth and that when we're Building Wealth um we're really talking about um exposures in a portfolio uh for the times that should move fairly slowly um we shouldn't be doing trading you know every day or every week or changing where we are with regard to stocks or bonds or cash um unless there's a big move and and really lately other than the market moves upward um for stocks um and some fluctuations in interest rates there haven't really been um a lot of fundamental things that are different we're in this neutral zone uh with regard to inflation which is coming down but sort of stalled out we hope it's going to continue its downward path but there's a fair amount of uncertainty about that um uh employment and unemployment have been you know more or less steady state um uh in this area and we'll we'll get yet another data point on Friday um but again there's nothing showing significant signs of weakening um although uh there have been some signs that things aren't quite as strong as they used to be um so that's in the neutral zone too the consumer um again mixed uh with the the maybe the lower end um of the income Spectrum having to make a little bit more decisions and be discretionary uh discretionary about what they're B um whereas at the higher end of the income and wealth Spectrum um they're you know speeding along and and uh and creating a fair amount of demand so there's not a lot of reason to make changes um in the portfolio uh until something does change and the moves from the FED have been fairly well telegraphed um you know they they've said that they want to wait until inflation uh numbers are better than they are and they just they haven't been better so that's why those expectations have gotten pushed back um when those rate Cuts do come they uh right now at least are are are fairly well anticipated in the market so um uh whatever your positioning is for the risk that you have if you liked it yesterday you should like it today and and probably will like it going into uh the latter half of this year and so with inflation keeping above the fed's 2% Target how can invest s hedge that risk in their portfolios right so U people are rightly worried about inflation over the long term and uh there's really two ways that are fairly uh easy I guess um to hedge that inflation and the first is one people don't think about uh very often uh because it's it's just sort of standard investing and that is to invest in good profitable companies that are growing ing their earnings and their cash flow and the reason that that works is that they are creating value um and the value of what they're creating um makes it um you know more valuable and therefore uh outpaces just a general level of of prices going up um so you really can hedge inflation um by being invested in in businesses that um that are tapping new markets and growing in existing markets and growing their earnings so that's one way to do it um and and most people are already there in a part of their portfolios um the second way is fairly well known is through inflation Hedges um in Commodities and specifically um in Gold um which has been for thousands of years um a store of value and an inflation hedge um and it's not an exact one to one f um but it is a way to put aside some money in your portfolio for something that has acted as a hedge for a long time