Chit Chat Stocks Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns)
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Sep 17, 2025 The hosts reveal their personal portfolio performances, sharing surprising wins and losses. They discuss their top stock picks and strategies, emphasizing the importance of monitoring and adapting to market changes. Insights on promising companies like Real Brokerage and challenges faced by Portillo's provide a balanced perspective. The hosts explore potential opportunities in companies like American Express, while emphasizing strategic portfolio management for long-term success.
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Calculate Money-Weighted Returns
- Use a money-weighted return to evaluate accounts that receive regular contributions.
- Track contributions and withdrawals to understand true performance versus market benchmarks.
Use Visuals To Match Size With Conviction
- Visualize position size and percent contribution to see if conviction matches results.
- Big winners like Coupang and Nelnet can dominate dollar contributions even if many holdings exist.
One Bad Stock Can Skew Multi-Year Returns
- Ryan shared that a single bad position (Harbor Diversified) massively harmed his multi-year returns.
- Excluding that one stock his returns would have been up about 91% versus the S&P 67% over the same period.