In this mailbag episode, Jason and Jeff address listener questions about choosing when to hold or sell underperforming stocks, optimizing time for investment research, and balancing risk in a diversified portfolio. The show also dives into the impact of potential tariff changes and Federal Reserve rate pauses on REITs. And then there is an important discussion about Thanksgiving leftovers!
01:12 Welcome to Investing Unscripted
02:30 Mailbag Episode: Listener Questions
04:51 Financial Education in Public Schools
11:28 Top 10 Stocks for 18-Year-Olds
16:11 Adding to Winners: Strategy and Risks
25:34 Balancing Research Time as an Investor
28:24 Optimizing Investment Strategies
28:52 Joe's Investment Journey
29:50 Deciding When to Sell
32:16 The Never Sell Strategy
37:32 High Slugging Percentage vs. Batting Average
43:57 REITs and Interest Rates
48:38 Spam Comment of the Month
50:09 Thanksgiving Leftovers and Gratitude
53:02 Conclusion and Final Thoughts
Companies mentioned: AAPL, AMZN, BIP, BEP, BOC, CMG, EPR, KNSL, LMND, LOB, MSFT, SE, SKT, SQ, UPST
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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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