2025 Portfolio Shakedown: Analyzing Our Personal Stock Holdings

Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss:

(04:37) Brett's Portfolio Overview

(07:38) Discussion on Cash Position and Holdings

(10:36) Investment Strategies and Future Purchases

(13:43) Concentration and Company Selection

(16:44) Identifying Potential Exits

(19:28) Watchlist and Future Opportunities

(22:30) Deep Dive into OMAB

(25:25) Evaluating Long-Term Potential

(29:05) Comparative Analysis of Key Holdings

(32:02) Transition to Ryan's Portfolio

(35:11) Ryan's Portfolio Overview

(38:14) Discussion on Ryan's Holdings

(41:00) Investment Philosophy and Strategy

(41:56) Position Sizing and Portfolio Management

(47:00) Evaluating Individual Stocks: Philip Morris and Nelnet

(53:40) Home Builders: Market Insights and Personal Experiences

(01:06:38) Portfolio Reflections and Future Considerations

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.