Chit Chat Stocks: 2025 Portfolio Shakedown

Listen to this episode from Investing Unscripted on Spotify. This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts.00:33 Crossover Episode Announcement02:12 Chitchat Stocks Podcast Introduction03:50 Brett's Portfolio Breakdown36:48 Ryan's Portfolio Breakdown37:31 Portfolio Overview and Market Thoughts38:39 Detailed Portfolio Breakdown39:39 Investment Strategies and Philosophies41:26 New Positions: British American Tobacco and Adobe42:59 Position Sizing and Portfolio Management46:30 Discussion on Specific Stocks01:06:18 Home Builders and Market Outlook01:09:31 Final Thoughts and Watchlist*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest