Rule Breaker Investing November 2025 Mailbag: Be a FOR Person
28 snips
Nov 26, 2025 
Robert Brokamp, a Senior Motley Fool retirement expert, and Andy Cross, Chief Investment Officer, join to discuss the intricacies of retirement planning. They share strategies for managing concentrated portfolio positions, guidance on selling stocks for life goals, and tips for creating future children's portfolios. The conversation also touches on the importance of gratitude and community, insights on withdrawing retirement income, and the benefits of leaving long-term stocks to heirs. It's a heartwarming blend of practical advice and personal anecdotes.
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Gratitude Challenge Gift
- Amit Samani completed four of five gratitude challenges and gifted David Gardner's book to a young investor.
- David acknowledged Amit's note and awarded him a virtual golden jester hat for his kindness.
Buying Through The 2008-09 Bottom
- Eric Eason described buying Amazon, Apple, and Netflix during the 2008-09 bottom and adding heavily during recovery.
- He later sold portions to buy a house but kept them as top holdings and urges others to be winter soldiers.
Five-Stock Sampler Shared
- Christian Belko shared a themed five-stock sampler: CHWY, DIS, DUOL, RDDT, SNOW.
- He plans annual check-ins to score and grow these holdings using book principles.
