Investing Insights and Sponsor Highlights

This chapter features a brief intermission where sponsors promote services for enhancing trust and security in business. The discussion then shifts to investment strategies, analyzing sector allocation and the importance of diversity in portfolios while highlighting notable companies.

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Episode notes

Trey Lockerbie sits down with Eddy Elfenbein. Eddy is the founder of Crossing Wall Street, which is a financial blog that’s been running for 17 years. He’s also the portfolio manager for an ETF based on his Buylist that he releases once per year. Interestingly enough, the list holds 25 stocks and is only rebalanced or changed at the end of the year. The buy list has beaten the S&P 500 by 61% since inception.

IN THIS EPISODE, YOU'LL LEARN:

08:40 - How Eddy thinks through selling and rebalancing the portfolio.
18:11 - What’s on the buy list for 2022 and what does it take to qualify to make it onto the list.
41:14 - Eddy’s thoughts on the recent jobs numbers and markets today.
48:51 - Individual companies that stood out to Trey in the list, and also Eddy’s top pick.
And much much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Crossing Wall Street's website.
CWS's ETF.
Eddy Elfenbein's Twitter.
Trey Lockerbie's Twitter.

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