exchange fund
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 30, 2025 by Tad Fallows · across every show →
Everything said about exchange fund, oldest first
Dec 30, 2025 positive
Fallows: Exchange funds allow investors to diversify concentrated stock tax-free
“A second one is what's called an exchange fund, and what that looks like is, let's say I've worked at Exxon, you've worked at Apple, and a third person over here has been working at Bank of America, and all three of those stocks have gone up. Each of us is ove…”