Invest Like a Boss

Invest Like a Boss

By Sam Marks Johnny FD Derek SpartzBusinessInvesting
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Invest Like a Boss episodes

  • 14: Real Estate Investing Advice: 1-5 Properties

    A deep dive into real estate investing with the host of the Australian Property Podcast, Jonathon Preston. At age 29, JP has already acquired 5 properties in Australia’s hot Real Estate market and is mastering the art of financial leveraging to continue to grow his portfolio. He started with a single 15% down payment on a single property and in only 4 years has been able to use that to scale and generate more and more cash flow.

    We dissect his strategy in actionable steps for anyone to take and explore fundamentals of real estate investments including yields, applying for loans, property rights, cash flows, and market intelligence. JP’s story follows the steps outline in one of our favourite books Rich Dad, Poor Dad and is proof that with good execution you can start in real estate from just about nothing and grow your wealth fast.

    Relevant links for guest:

    JP on LinkedIn
    The Australian Property Podcast

    Where are we:

    JP – Sydney
    Sam – Singapore 

    Recommended:

    Robert Kiyosaki – Rich Dad, Poor Dad
    Steve McKnight – From 0 to Financial Freedom: How To Do It Today!
    Steve McKnight – From 0 to 130 Properties in 3.5 Years
    Steve McKnight – From 0 to Financial Freedom: How To Do It Today
    Steve Mcknight – From 0 to 260+ Properties in 7 Years
    Steve Mcknight – $1,000 in Property in One Year

    Time Stamp – Topic: 

    02:45 – How JP got started in property investing
    05:20 – Purchasing his first property
    06:10 – Leveraging other equity to get a loan
    08:00 – Australia property market strength
    09:00 – How loan assessments work
    12:00 – Qualifying people for loans
    13:00 – How JP acquired properties 2, 3, and 4
    16:30 – On-going management of the properties
    20:00 – Refinancing to make raise more money
    21:30 – How JP learned what he knows
    23:45 – What happens in a AUS recession?
    25:45 – Property acquisition goals
    29:00 – What JP looks for in a new property
    32:00 – Emerging markets in Asia
    33:00 – Rich dad, poor dad
    33:45 – Sam’s property investments in Thailand
    40:05 – Guarantee 7% return investment properties
    41:35 – Property rights AUS vs. Thailand
    45:00 – Ownership of Thai properties
    50:25 – Carrying costs of properties
    53:45 – Our next moves in property investing
    57:15 – REIT investing as an alternative
    1:01:00 – JPs investment property investing advice
    – Play in a market close to home
    – Buy something you are familiar with
    – Look for scarcity
    – Look for an area where incomes have the potential to increase

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    59 min
  • 13: PeerStreet vs. Lending Club

    Interview with PeerStreet's co founder and COO, Brett Crosby which is the Peer-2-Peer lending platform that secures the loans against the borrower’s real estate. PeerStreet is unique in that to date they have never experienced a default, and have loan terms of under 12 months compared to other platforms that have minimums of 3 years. Brett and his Co-Founder Brew Johnson have the perfect background of experience between law, tech, and real-estate. In fact, Brett was the brains behind Google Urchin, which was acquired and became Google Analytics.

    In this episode we discuss how the P-2-P lending space is changing, and how technology can enable more efficient deal flow and better lender-borrower matching. Enabled by sophisticated technology, PeerStreet uses Big Data to cross reference over 20 years of submarket data in order to vet and stress test each loan. We also do a deep dive into our 16 loan positions we currently have invested through the platform and what we can expect as an investor. The episode represents a great learning opportunity on the types of modern investing opportunities that we are passionately looking to discover and share.

    *since we recorded the podcast, PeerStreet did have to finally file a notice of default on a loan, but still has zero losses to date.

    Relevant links for guest:

    Twitter
    LinkedIn
    About the PeerStreet team 

    Where are we:

    Brett – Manhattan Beach, California
    Sam – Singapore 

    Recommended:

     Get a 1% yield bump on your first loan with this invite 

    Discussed (relevant links):

    PeerSteet Explainer Video
    PeerStreet website
    AlphaFlow

    Time Stamp – Topic:

    02:45 – Initial investment into Lending Club
    08:00 – Pausing automated investing in Lending Club
    12:30 – Available investment PeerStreet dashboard
    17:00 – Sam’s PeerStreet investment strategy
    22:30 – What PeerStreet is
    23:45 – About the turmoil in the lending P-2-P lending industry
    24:30 – Why PeerStreet is a better asset class than Lending Club
    27:20 – PeerStreet advantages over other platforms
    28:40 – First lien definition
    31:45 – What happens in the case of a default
    34:30 – What attracted Sam to PeerStreet
    35:15 – Brett’s background at Google
    36:15 – Technology enabled advantage
    36:30 – How PeerStreet was co-founded
    37:15 – What is under the hood of PeerStreet?
    39:15 – Vetting loans through technology
    40:00 – Using Big Data to stress test loans
    41:45 – Peer-2-Peer lending bubbles?
    42:00 – Loan to Value ratios
    43:00 – Valuing the properties through 3rd parties
    44:00 – What markets are hot on PeerStreet?
    45:45 – Details on Sam’s account on PeerStreet
    48:00 – The beauty of robo-investing
    49:30 – How and when yields are paid out
    51:10 – Loans through the platform
    52:30 – Strategy to utilize on PeerStreet
    54:00 – Brett’s recommendation for getting started
    59:20 – Ways to find out more about PeerStreet
    59:59 – Get in contact with PeerStreet support

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    1 hr 3 min
  • 13: PeerStreet vs. Lending Club

    Interview with PeerStreet's co founder and COO, Brett Crosby which is the Peer-2-Peer lending platform that secures the loans against the borrower’s real estate. PeerStreet is unique in that to date they have never experienced a default, and have loan terms of under 12 months compared to other platforms that have minimums of 3 years. Brett and his Co-Founder Brew Johnson have the perfect background of experience between law, tech, and real-estate. In fact, Brett was the brains behind Google Urchin, which was acquired and became Google Analytics.

    In this episode we discuss how the P-2-P lending space is changing, and how technology can enable more efficient deal flow and better lender-borrower matching. Enabled by sophisticated technology, PeerStreet uses Big Data to cross reference over 20 years of submarket data in order to vet and stress test each loan. We also do a deep dive into our 16 loan positions we currently have invested through the platform and what we can expect as an investor. The episode represents a great learning opportunity on the types of modern investing opportunities that we are passionately looking to discover and share.

    *since we recorded the podcast, PeerStreet did have to finally file a notice of default on a loan, but still has zero losses to date.

    Relevant links for guest:

    Twitter
    LinkedIn
    About the PeerStreet team 

    Where are we:

    Brett – Manhattan Beach, California
    Sam – Singapore 

    Recommended:

     Get a 1% yield bump on your first loan with this invite 

    Discussed (relevant links):

    PeerSteet Explainer Video
    PeerStreet website
    AlphaFlow

    Time Stamp – Topic:

    02:45 – Initial investment into Lending Club
    08:00 – Pausing automated investing in Lending Club
    12:30 – Available investment PeerStreet dashboard
    17:00 – Sam’s PeerStreet investment strategy
    22:30 – What PeerStreet is
    23:45 – About the turmoil in the lending P-2-P lending industry
    24:30 – Why PeerStreet is a better asset class than Lending Club
    27:20 – PeerStreet advantages over other platforms
    28:40 – First lien definition
    31:45 – What happens in the case of a default
    34:30 – What attracted Sam to PeerStreet
    35:15 – Brett’s background at Google
    36:15 – Technology enabled advantage
    36:30 – How PeerStreet was co-founded
    37:15 – What is under the hood of PeerStreet?
    39:15 – Vetting loans through technology
    40:00 – Using Big Data to stress test loans
    41:45 – Peer-2-Peer lending bubbles?
    42:00 – Loan to Value ratios
    43:00 – Valuing the properties through 3rd parties
    44:00 – What markets are hot on PeerStreet?
    45:45 – Details on Sam’s account on PeerStreet
    48:00 – The beauty of robo-investing
    49:30 – How and when yields are paid out
    51:10 – Loans through the platform
    52:30 – Strategy to utilize on PeerStreet
    54:00 – Brett’s recommendation for getting started
    59:20 – Ways to find out more about PeerStreet
    59:59 – Get in contact with PeerStreet support

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    1 hr 3 min
  • 12: Real Estate Investing with Fundrise CEO Ben Miller

    Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis.

    Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise.  This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category. 

    **disclosure, Sam is currently invested in their Growth eREIT

    Relevant links for guest: 

    Ben’s Twitter – http://twitter.com/BenMillerise 

    Where are we:

    Ben Miller: Washington DC.
    Sam: Singapore 

    Recommended: 

    Rich Dad Poor Dad
    Invest in Fundrise with as little as $1,000

    Discussed (relevant links):

    Vanguard REIT – Senior Property Housing Trust
    MAPLE TREE INDUSTRIAL Trust
    iShares REIT
    JOBS ACT

    Time Stamp – Topic:

    05:45 – What Fundrise is
    06:30 – What is a eREIT?
    07:50 – Difference in income REIT and growth REIT
    09:00 – Ben’s 17 years of experience in Real Estate
    12:30 – Getting great mortgage rates
    13:10 – Surviving downturns in property and stock markets
    14:30 – The appeal of REITs as a cash flow investment
    15:15 – Fundrise vs a public REIT
    17:00 – How many properties will the REITs invest in
    19:30 – Investment windows for Fundrise
    22:30 – FAT built into public REITs
    23:00 – Finding high yielding REITs
    23:45 – Find properties to add to the eREITs
    26:00 – Fundrise vs. big institutions
    26:00 – Managing property operators
    26:30 – What markets do you find hot?
    27:30 – Why being small gives you an advantage
    30:00 – REITs paying out 90% of income
    32:30 – Investing for non accredited investors
    32:45 – The JOBS Act relevance to Fundrise
    35:45 – Minimum investments and average investor
    38:00 – Can non US citizens invest through Fundrise
    40:00 – When do REITs cap out?
    42:30 – Appreciate / depreciation potential
    44:15 – Valuing the REITs each quarter by a 3rd party
    48:20 – What is an ideal length of time to invest in a REIT?
    50:30 – Listener questions
    53:30 – Owning Fundrise vs. buying an investment property
    57:45 – What happens if Fundrise gets nuked
    58:05 – Find out more about Fundrise

    Invest in Fundrise with as little as $1,000 with this invest

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    56 min
  • 12: Real Estate Investing with Fundrise CEO Ben Miller

    Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis.

    Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills has lead to the creation of Fundrise.  This episode goes into extensive detail around all forms of real estate investing and will appeal to anyone who is interested on the broader category. 

    **disclosure, Sam is currently invested in their Growth eREIT

    Relevant links for guest: 

    Ben’s Twitter – http://twitter.com/BenMillerise 

    Where are we:

    Ben Miller: Washington DC.
    Sam: Singapore 

    Recommended: 

    Rich Dad Poor Dad
    Invest in Fundrise with as little as $1,000

    Discussed (relevant links):

    Vanguard REIT – Senior Property Housing Trust
    MAPLE TREE INDUSTRIAL Trust
    iShares REIT
    JOBS ACT

    Time Stamp – Topic:

    05:45 – What Fundrise is
    06:30 – What is a eREIT?
    07:50 – Difference in income REIT and growth REIT
    09:00 – Ben’s 17 years of experience in Real Estate
    12:30 – Getting great mortgage rates
    13:10 – Surviving downturns in property and stock markets
    14:30 – The appeal of REITs as a cash flow investment
    15:15 – Fundrise vs a public REIT
    17:00 – How many properties will the REITs invest in
    19:30 – Investment windows for Fundrise
    22:30 – FAT built into public REITs
    23:00 – Finding high yielding REITs
    23:45 – Find properties to add to the eREITs
    26:00 – Fundrise vs. big institutions
    26:00 – Managing property operators
    26:30 – What markets do you find hot?
    27:30 – Why being small gives you an advantage
    30:00 – REITs paying out 90% of income
    32:30 – Investing for non accredited investors
    32:45 – The JOBS Act relevance to Fundrise
    35:45 – Minimum investments and average investor
    38:00 – Can non US citizens invest through Fundrise
    40:00 – When do REITs cap out?
    42:30 – Appreciate / depreciation potential
    44:15 – Valuing the REITs each quarter by a 3rd party
    48:20 – What is an ideal length of time to invest in a REIT?
    50:30 – Listener questions
    53:30 – Owning Fundrise vs. buying an investment property
    57:45 – What happens if Fundrise gets nuked
    58:05 – Find out more about Fundrise

    Invest in Fundrise with as little as $1,000 with this invest

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    56 min
  • 11: Advice for 17-24 Year Olds on Money, College, Credit and Finances

    In this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today.

    Relevant links for guest: 

    Boss Lounge
    Contact Us

    Where are we:

    Johnny FD – Berlin Germany
    Sam -Singapore

    Recommended (books, subscriptions):

    Brian Jimmerman For Ex Trading – ILAB 03
    Kevin shee REITS  – ILAB 07
    Robert Kiyosaki – Rich Dad Poor Dad & Cashflow Quadrant 
    MJ DeMarco – Millionaire Fast Lane
    George S. Clason – Richest Man in Babylon
    Tony Robbins – Master Money the Game

    Discussed (relevant links):

    $25 Amazon Gift Card Contest

    Time Stamp – Topic:

    01:00 – Learning financial mistakes from our parents
    05:55 – Opening a bank secure credit card at 17
    10:30 – Leveraging debt and credit usage
    15:18 – Introduction to money and income
    17:45 – Tips on investing in real estate
    21:50 – Learning expense reports and P&L management
    26:00 – Tony Robbins Master the Game review
    29:10 – Biggest first investment mistakes
    31:50 – Owning Disney stock
    36:00 – How we would reinvest $10k at 17 years old
    38:00 – Investing in yourself is the greatest investment
    43:00 – The value of college internships & mentors
    53:00 – Getting arrested 4 times in college
    57:50 – Why should you start your business today
    1:03:00 – Traveling the world with a purpose
    1:06:00 – Earn an income while living your passion

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

     

    1 hr 12 min
  • 11: Advice for 17-24 Year Olds on Money, College, Credit and Finances

    In this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today.

    Relevant links for guest: 

    Boss Lounge
    Contact Us

    Where are we:

    Johnny FD – Berlin Germany
    Sam -Singapore

    Recommended (books, subscriptions):

    Brian Jimmerman For Ex Trading – ILAB 03
    Kevin shee REITS  – ILAB 07
    Robert Kiyosaki – Rich Dad Poor Dad & Cashflow Quadrant 
    MJ DeMarco – Millionaire Fast Lane
    George S. Clason – Richest Man in Babylon
    Tony Robbins – Master Money the Game

    Discussed (relevant links):

    $25 Amazon Gift Card Contest

    Time Stamp – Topic:

    01:00 – Learning financial mistakes from our parents
    05:55 – Opening a bank secure credit card at 17
    10:30 – Leveraging debt and credit usage
    15:18 – Introduction to money and income
    17:45 – Tips on investing in real estate
    21:50 – Learning expense reports and P&L management
    26:00 – Tony Robbins Master the Game review
    29:10 – Biggest first investment mistakes
    31:50 – Owning Disney stock
    36:00 – How we would reinvest $10k at 17 years old
    38:00 – Investing in yourself is the greatest investment
    43:00 – The value of college internships & mentors
    53:00 – Getting arrested 4 times in college
    57:50 – Why should you start your business today
    1:03:00 – Traveling the world with a purpose
    1:06:00 – Earn an income while living your passion

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

     

    1 hr 12 min
  • 10: Empire Flipper’s CEO: Investing in profitable, cash flow websites

    Joe Magnotti is the founder and CEO of Empire Flippers. Since they launching a few years ago they have successfully sold several thousand websites over their p-2-p market place. Empire Flippers only sells profitable, cash flowing websites that are typically in the range of $5,000 to $1,000,0000. Joe discusses with us how they set valuations in the marketplace, trending niche categories such as Amazon FBA, and why 40% of the marketplace buyers are repeat customers.

    We also take a deep dive into 3 sites currently listed including specifics on revenue, maintenance, and future growth prospects. This episode gives us a unique look into modern investing and is particularly appealing for anyone who is interested in internet commerce.

    Relevant links for guest:

    Empire Flippers

    Website – https://empireflippers.com/
    Twitter – https://twitter.com/EmpireFlippers
    Facebook: https://www.facebook.com/EmpireFlippers/

    Joe Magnotti

    Facebook: https://www.facebook.com/magnotti
    Linkedin: https://www.linkedin.com/in/josephmagnotti

    Where are we:

    Sam – Singapore
    Joe – Manila, Philippines 

    What we are drinking:

    Sam – water (nursing hangover from night before)
    Joe – San Miguel Light

    Recommended (books, subscriptions):

    Empire flippers Podcast
    MONEY Master the Game

    Discussed (relevant links):

    AdSense site, Finance niche (investing) been around almost 8 years, making $1,230 a month net – $44,288
    Amazon Associates site, sport niche (golf), been around 2 and ½ years making almost $3,200 a month net –$79,790
    Service based site delivering a small gift, been around 5 and ½ years making almost $8,200 a month – $237,196
    Jon Haver’s site
    Website buyer type profiles (which one are you?)
    Empire Flippers Valuation Tool
    Accredited investor definition
    Webfolio Management – Invest in internet business fund
    ILAB 02 – Dropshipping
    TLAB 115 – Selling my store for $60k
    Boss Lounge – Facebook

    Show notes:

    04:00 – Difference between Dropshipping and Amazon FBA
    11:00 – How to find a buyer through a website broker
    12:45 – Can you auto pilot your online business
    13:30 – Selling my dropshipping business for $60k
    24:11 – Intro starts
    24:45 – What is Empire Flippers
    26:30 – Number of sites sold through Empire Flippers
    27:50 – Price range of sites on market place
    28:45 – Determining profitability of website cash flows
    29:45 – Vetting process
    31:00 – Determining multiple and valuation
    34:40 – Trending sites right now
    36:45 – SaaS valuations
    38:20 – Redundancies of sites revenues
    41:15 – Seeing thousands of profitable websites
    42:00 – Types of buyers in marketplace
    44:30 – Getting into Amazon FBA
    48:50 – Buying first building a business
    49:20 – Determining profitability of the website
    50:30 – Repeat buyers
    51:50 – Reviewing 3 sites currently for sale
    53:00 – Buyer due diligence
    54:45 – Setting up process to support the business
    54:45 – Starting their internet investment fund
    56:30 – Vetting accredited investors
    57:00 – Future expansion of the fund
    59:30 – The future of Internet commerce

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    1 hr 17 min
  • 10: Empire Flipper’s CEO: Investing in profitable, cash flow websites

    Joe Magnotti is the founder and CEO of Empire Flippers. Since they launching a few years ago they have successfully sold several thousand websites over their p-2-p market place. Empire Flippers only sells profitable, cash flowing websites that are typically in the range of $5,000 to $1,000,0000. Joe discusses with us how they set valuations in the marketplace, trending niche categories such as Amazon FBA, and why 40% of the marketplace buyers are repeat customers.

    We also take a deep dive into 3 sites currently listed including specifics on revenue, maintenance, and future growth prospects. This episode gives us a unique look into modern investing and is particularly appealing for anyone who is interested in internet commerce.

    Relevant links for guest:

    Empire Flippers

    Website – https://empireflippers.com/
    Twitter – https://twitter.com/EmpireFlippers
    Facebook: https://www.facebook.com/EmpireFlippers/

    Joe Magnotti

    Facebook: https://www.facebook.com/magnotti
    Linkedin: https://www.linkedin.com/in/josephmagnotti

    Where are we:

    Sam – Singapore
    Joe – Manila, Philippines 

    What we are drinking:

    Sam – water (nursing hangover from night before)
    Joe – San Miguel Light

    Recommended (books, subscriptions):

    Empire flippers Podcast
    MONEY Master the Game

    Discussed (relevant links):

    AdSense site, Finance niche (investing) been around almost 8 years, making $1,230 a month net – $44,288
    Amazon Associates site, sport niche (golf), been around 2 and ½ years making almost $3,200 a month net –$79,790
    Service based site delivering a small gift, been around 5 and ½ years making almost $8,200 a month – $237,196
    Jon Haver’s site
    Website buyer type profiles (which one are you?)
    Empire Flippers Valuation Tool
    Accredited investor definition
    Webfolio Management – Invest in internet business fund
    ILAB 02 – Dropshipping
    TLAB 115 – Selling my store for $60k
    Boss Lounge – Facebook

    Show notes:

    04:00 – Difference between Dropshipping and Amazon FBA
    11:00 – How to find a buyer through a website broker
    12:45 – Can you auto pilot your online business
    13:30 – Selling my dropshipping business for $60k
    24:11 – Intro starts
    24:45 – What is Empire Flippers
    26:30 – Number of sites sold through Empire Flippers
    27:50 – Price range of sites on market place
    28:45 – Determining profitability of website cash flows
    29:45 – Vetting process
    31:00 – Determining multiple and valuation
    34:40 – Trending sites right now
    36:45 – SaaS valuations
    38:20 – Redundancies of sites revenues
    41:15 – Seeing thousands of profitable websites
    42:00 – Types of buyers in marketplace
    44:30 – Getting into Amazon FBA
    48:50 – Buying first building a business
    49:20 – Determining profitability of the website
    50:30 – Repeat buyers
    51:50 – Reviewing 3 sites currently for sale
    53:00 – Buyer due diligence
    54:45 – Setting up process to support the business
    54:45 – Starting their internet investment fund
    56:30 – Vetting accredited investors
    57:00 – Future expansion of the fund
    59:30 – The future of Internet commerce

    If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here!

    Copyright 2016. All rights reserved. Read our disclaimer here.

    1 hr 17 min
  • 09: Sam and Johnny's Investment Updates July 2016

    Sam and Johnny Share their July 2016 portfolio  including Wealthfront, Lending Club, Betterment, PeerStreet, REIT's, Foreign Exchange, stocks and index funds. As Johnny travels through Europe he talks about why he cancelled his auto investment with Wealthfront, direct Vanguard deposits and wiring $10k to Brian at the Art of ForEx. Sam reviews his back up plan if Lending Club goes bankrupt and why his Wealthfront account is crushing over his Vanguard and Etrade accounts.

    We also talk recap some highlights of the past 8 episodes and what to expect going forward. Lastly we discuss the incredible value having access to multi- million dollar investors in the Boss Lounge. We would also like to thank everyone thus far for participating in the ratings and the review section of iTunes and also listening and joining us on our investment journey.

    Relevant links for guest:

    Boss Lounge
    Contact Us

    Where are we: 

    Sam – 6:00pm – Singapore, Singapore
    Johnny – 10:30 am – Lisbon, Portugal

    What we are drinking:

    Sam – Water (detox)
    Johny – Café Americano (Expresso with sugar on the side)

    Recommended (books, subscriptions):

    Tony Robbins – Master Money the Game
    Johnny FD – Life Changes Quick

    Discussed (relevant links):

    $25 Amazon Gift Card Entry
    MapleTree REITs
    Public Storage
    Extra Space

    PeerStreet
    Lending Club
    Vanguard
    Betterment
    Wealthfront
    Empire Flippers
    Glints
    SmartMat
    SC Storage

    Time Stamp – Topic

    02:00 – Adjusting to the Millionaire Lifestyle in Singapore
    03:00 – Beautiful Lisbon at an affordable price
    06:30 – Expenses vs. Income while traveling
    08:10 – Cancelling $1.5K auto investment with Wealthfront
    08:55 – Saving money with betterment fees
    12:00 – Investing with Vanguard directly
    13:00 – High risk rating with stocks and index funds
    16:45 – Time weighted returns / Money rated return
    18:00 – Access to multi- million dollar investors in the Boss Lounge 
    20:00 – Pausing the dividend reinvestment with Lending Club
    23:00 – Wire transferred $10k to Brian at ForEx trading
    26:30 – Emailing screenshots of our investment dashboards
    27:00 – Creating buy orders through Vanguard
    31:00 – Sam’s Wealthfront is crushing Vanguard and Etrade accounts
    34:42 – $17K year to date in Vanguard account via dividends
    35:30 – What if Lending Club goes bankrupt?
    39:00 – Fix income with public property REITS through Mapletree
    42:00 – Reinvesting in Glints start-up
    43:00 – Full recap on the previous 8 episodes
    48:45 – Expecting great guests on future episodes
    51:00 – Reading reviews and ratings from iTunes
    53:40 – Giving away a $25 Amazon gift card

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    Copyright 2016. All rights reserved. Read our disclaimer here.

    56 min

About Invest Like a Boss

From the publisher's feed

Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods.