Automating Your Investment Portfolio

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with JJ Maxwell, the CEO of Double Finance.

Double Finance was an online brokerage platform that allowed investors to build their own strategies from scratch using characteristic screeners. Only want to invest in companies who've been paying dividends for the last 10 years? Or maybe companies who've been free cash flow positive for the last 5 years?

Double Finance was a company allowing you to do just that. Sadly, Double didn’t gain enough users during their early days and had to shut down six months after this episode was recorded. 

Regardless, we hope you all enjoy this conversation. We take pride in introducing you all to the coolest platforms, investing strategies, emerging technologies, and interesting ideas the market place has to offer. While Double Finance didn’t end up lasting, the premise behind this company is exactly what retail investors should be thinking about. 

Here’s a link to the company’s wind-down letter, and we hope you still enjoy this conversation many months later!

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Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 3/3/25, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fee Schedule⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://public.com/disclosures/bond-account⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more.