The Investing for Beginners Podcast - Your Path to Financial Freedom

Stock Therapy: How many stocks is too many?

Mar 24, 2025

In a candid discussion, one host takes the role of a 'patient' while the other becomes a 'therapist,' diving into the emotional struggles of managing a diverse portfolio of 25 stocks. They explore the thin line between being well-informed and overwhelmed by information. The conversation highlights specific companies like MasterCard and Meta while discussing anxiety around investments. They also introduce a new 'stock therapy' workshop aimed at fostering community support for better investment strategies.

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Intro

00:00 • 2min

Exploring Portfolio Management Challenges Through Stock Therapy

01:50 • 2min

Navigating Portfolio Management Challenges

03:44 • 11min

Navigating Portfolio Emotions and Investment Understanding

14:29 • 5min

Strategic Stock Monitoring

19:11 • 10min

Navigating Investment Decisions and Emotional Anchors

29:32 • 2min

Navigating Investment Strategies

31:52 • 6min

Navigating Investment Challenges with External Support

37:31 • 2min

In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'.

Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. The conversation delves into the emotional aspects of investing, the balance between staying informed and being overwhelmed, and specific stocks such as MasterCard, FICO, and Meta.

The hosts explore strategies for managing portfolio size, staying informed without getting overwhelmed, and overcoming biases when evaluating new investment opportunities. The episode wraps up with insights on the therapeutic value of discussing investment struggles openly and the introduction of a new 'stock therapy' workshop for their Value Spotlight community.

00:00 Introduction to Stock Therapy

00:44 Portfolio Management Challenges

04:30 Balancing Information and Emotions

17:41 Reevaluating Investment Strategies

30:38 Stock Therapy Sessions Announcement

32:29 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

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Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to newsletter@einvestingforbeginners.com

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