Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Sometimes you just want to push the easy button and buy an ETF.
Here's what I strongly suggest.
Look at the holdings of the ETF.
Don't be surprised because sometimes an ETF can hold things you don't want to hold.
And you want to make sure that what's in that exchange-traded fund really reflects those stocks that you mean to express in your investing.
I think that's exactly right.
And when you do dive deep, not even that deep, just look at the holdings of various ETFs, some things can surprise you.
So I'll just give you an example, and I may touch a nerve with people who are listening, I don't know, but ESG, environment, sustenance, governance, has been a theme over the last several years.
Sometimes when I look at stocks that are in an ESG ETF, I'm a little surprised.
Now, I haven't looked in a while, but if I go back six years ago, I might find ExxonMobil in an ESG.
And that makes you scratch your chin and say, how does that get in there?
And it's because of the fact that they have some green initiatives.
But if you really think about it deeper,
I think what it is is the fund manager for that exchange-traded fund saying, look, I think ESG is going to work, but I have to have the core of the S&P 500.
I have to have the core of the market overall in there.
And so you would see stocks in there like a Microsoft as well.
Now, Microsoft maybe is not as egregious an example as ExxonMobil, but Microsoft, I sort of scratch my head again and say, what are they doing that is ESG?
They're really...
just a microcosm of the market overall.
And so you have to really look at what's in those exchange traded funds.
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