Investing Unscripted Chit Chat Stocks: 2025 Portfolio Shakedown
Apr 23, 2025
Brett Schaefer, co-host of the Chit Chat Stocks podcast, dives deep into his personal investment portfolio, sharing strategies and insights on his top holdings. He discusses new positions in British American Tobacco and Adobe, and how he navigates market volatility. The conversation highlights the performance of stocks like Nelnet and O'Reilly, exploring their growth potential in various sectors. Listeners are encouraged to reflect on their portfolios and learn about effective cash management and diversification techniques.
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Brett's Portfolio Concentration
- Brett holds 10 individual stocks, with Nelnet as the largest at over 20%.
- Remitly has grown quickly and now represents about 8.6% of his portfolio.
Invest Then Investigate Strategy
- Brett would add to OMAB (Mexican Airport operator) as his next buy due to growing conviction after research.
- He uses an "invest then investigate" approach to gradually build positions.
Regularly Rank Positions to Trim
- Brett considers selling Portillo's due to weak comp sales and operational challenges.
- He ranks portfolio positions regularly to decide what to trim, focusing on downside risk.