Investing Unscripted

60. Smattering Portfolio Q2 Review


Listen Later

It may be hard to believe, but we are already halfway through the year. That means it's time to review the 16 stocks across the five "team" in the 2023 Smattering Portfolio Contest! The good news: The five portfolios are up a combined 31% so far this year! The bad news: The best performing team is the "un-portfolio." It's all Jeff's fault. This week, Jeff and Jason share an update on all of the companies in the contest, and share their latest thoughts. 

In the second part of the show, Jason asks Jeff for his thoughts on financial independence, and topic that, surprisingly, we haven't talked very much about. 

Companies mentioned: AMC, AMZN, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NKE, OM, SPG, TREX, TSM, TSLA, TTD

Episode 30: Introducing the 2023 Smattering Portfolio Contest: https://podcasters.spotify.com/pod/show/the-smattering/episodes/30--December-Mailbag-and-Introducing-the-2023-Smattering-Portfolio-Contest-e1s0pgj 

Episode 32: 2023 Smattering Portfolio Contest Stocks Reveal: https://podcasters.spotify.com/pod/show/the-smattering/episodes/32--Smattering-Portfolio-2023-Reveal-e1sm10p 

We would love feedback on the show. Share with us at: 

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

...more
View all episodesView all episodes
Download on the App Store

Investing UnscriptedBy Jason Hall and Jeff Santoro

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

96 ratings


More shows like Investing Unscripted

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,228 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

938 Listeners

Investing Insights by Morningstar

Investing Insights

518 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

298 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather, Stephen Morris, and Evan Raidt | Stock Market Guide to Buying Stocks

The Investing for Beginners Podcast - Your Path to Financial Freedom

1,416 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

196 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,145 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

556 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,573 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

355 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

989 Listeners