Investing Unscripted 131. Market Rally 2025 (Euphoric Music)
In this episode Jason and Jeff discuss strategies for navigating a historic bull market. They explore the impact of Federal Reserve rate cuts on yields and the opportunities available with bond accounts. The discussion then shifts to the importance of using frameworks for better decision-making, the concept of rebalancing portfolios, and the nuances of handling cash during exuberant markets. They also touch on individual stock assessments, managing large portfolio positions, and the balance between multiple expansion and business growth.
01:12 Welcome to Investing Unscripted
02:02 The Bull Market of 2025: A Thought Exercise
03:41 Navigating Market Uncertainty
07:17 Frameworks for Investing Decisions
25:26 The Role of Cash in Your Portfolio
30:52 Understanding Stock Growth and Valuation
31:34 Evaluating Company Performance
32:31 Examples of Stock Analysis: SoFi and Lemonade
34:10 The Importance of a Thoughtful Investment Process
35:47 Revisiting Lemonade's Market Performance
36:39 The Role of Market Sentiment in Stock Valuation
37:40 Strategies for Handling Market Volatility
42:14 Rebalancing Your Investment Portfolio
45:47 Practical Tips for Rebalancing
46:30 Tax Implications of Rebalancing
47:54 The Benefits of Quarterly Rebalancing
51:01 Reflecting on Investment Strategies
54:24 Final Thoughts and Stock Picks
Companies mentioned: BBY, BRK.A, BRK.B, COST, CRWD, LMND, MELI, NVDA, QS, SOFI, TGT, WMT
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*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 9/26/24, 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 (https://public.com/disclosures/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..
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