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Rich Habits Podcast

111: How to Build a Winning Stock Portfolio, Automatically w/ JJ Maxwell

Mar 31, 2025
Join JJ Maxwell, CEO and co-founder of Double Finance, as he dives into innovative investment strategies for everyday investors. He discusses how Double merges active stock picking with passive strategies, allowing users to customize portfolios easily. JJ also highlights automated features like tax loss harvesting that streamline portfolio management. The conversation wraps up with insights on managing tax liabilities and the benefits of established businesses for passive income, making investment accessible and efficient for all.
44:15

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Double Finance enables customizable stock portfolios using user-defined strategies or pre-built options, catering to various investment preferences.
  • The platform's automated features, like tax-loss harvesting and seamless strategy migration, simplify portfolio management for long-term investors.

Deep dives

Empowering Investing Made Easy

The podcast discusses how Double Finance offers a unique investing platform that bridges the gap between active and passive investing. Users can create their own stock indexes, allowing for customization based on personal investment preferences, such as increased allocations in specific sectors like AI or healthcare. Double also provides over 30 pre-built, back-tested strategies that investors can choose from, making it easier for users to enter the market without feeling overwhelmed. This combination of flexibility and user-friendly tools empowers everyday investors to take control of their portfolios.

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