Chit Chat Stocks: 2025 Portfolio Shakedown

Chit Chat Stocks: 2025 Portfolio Shakedown

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts. 00:33 Crossover Episode Announcement 02:12 Chitchat Stocks Podcast Introduction 03:50 Brett's Portfolio Breakdown 36:48 Ryan's Portfolio Breakdown 37:31 Portfolio Overview and Market Thoughts 38:39 Detailed Portfolio Breakdown 39:39 Investment Strategies and Philosophies 41:26 New Positions: British American Tobacco and Adobe 42:59 Position Sizing and Portfolio Management 46:30 Discussion on Specific Stocks 01:06:18 Home Builders and Market Outlook 01:09:31 Final Thoughts and Watchlist ***************************************** Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(266)

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