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
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Twitter: @InvestingPod
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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
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