Investing Unscripted

It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. Or maybe the third Friday?

01:12 Live Stream Kickoff and Introductions

02:21 2024 Portfolio Contest Overview

08:07 2024 Contest Winners Announcement

14:23 Reflections on 2024 and Lessons Learned

25:35 Tesla's Delivery Numbers and Market Insights

38:47 Undervalued Stocks for 2025

39:19 Brookfield Infrastructure: A Long-Term Winner

41:07 Investing in Mercado Libre and PayPal

42:36 Adding to Adobe and Moderna Positions

50:05 Kinsale Capital and Insurance Market Insights

51:01 Chart Industries: A Sneaky Investment Opportunity

56:49 Homebuilders and REITs: Undervalued Sectors

01:00:31 AMD's Prospects in the AI Market

Companies mentioned: ADBE, KNSL, GTLS, MRNA, NVDA, PLTR, STLA, TSLA, TSM

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/investingunscripted

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Investing Unscripted is brought to you by Public.com*

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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Find the 2025 Portfolio Contest here:

https://tinyurl.com/2025IUcontest

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transitioning to more conservative investments, learning opportunities, and the importance of dividend-paying stocks. They share insights on successful investment principles, the role of pensions, tax loss harvesting, and setting realistic long-term financial goals. They also delve into actionable steps for 2025, emphasizing the balance between growth stocks, dividend yields, and newer strategies like options trading.

01:12 New Year, New Beginnings on Investing Unscripted

02:22 Reflecting on Past Investments and Future Plans

04:47 Tax Loss Harvesting: Strategies and Insights

14:33 Changes in Investment Strategies for 2025

24:55 Adjusting Portfolio Allocation

25:10 Reflecting on Investment Strategies

26:03 Measuring Success in Investing

26:29 Long-Term Financial Goals

27:25 The Role of Individual Stocks

28:23 Balancing Stocks and Bonds

30:27 Evolution of Investment Goals

40:02 Dividend Stocks Strategy

47:24 Learning and Evolving as an Investor

50:25 Final Thoughts and Resolutions

Companies mentioned: NVDA, O

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to hear how wrong we were? Enjoy last year's reckless predictions show.

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What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Stocks and The 7Investing Podcast.

Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he’s forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John’s reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/ 

01:13 Welcome to Investing Unscripted

01:55 Special Guest: John Rotonti

03:43 John's Journey and Career Insights

14:17 Understanding Free Cash Flow and Valuation

24:48 The Importance of Historical Context in Investing

34:34 Understanding P/E Ratios and Valuation

35:04 Estimating Forward Rate of Return

37:13 Introduction to Isla Morada Investment Management

38:06 Rebranding to Bastion Fiduciary

38:43 Acquisition and Growth Strategy

41:02 Launching a New Fund

42:46 Investment Philosophy and Strategy

45:33 Focus on Quality and Value

46:17 Sector-Specific Investment Opportunities

59:48 Reckless Predictions for 2025

01:05:37 Conclusion and Contact Information

Companies mentioned: AAPL, COST, MSFT

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In the December mailbag, Jason and Jeff dive into their final Q&A session for 2024, sharing insights on feeling rich versus poor, the risks of quantum computing to Bitcoin, and whether Lindy is a commodity business. The hosts also unveil plans for the 2025 portfolio contest. Have a question for a future mailbag? Send them to us at any time!

01:12 Welcome to the Last Q&A of the Year

03:22 Discussing Market Valuations and Investment Strategies

13:26 Balancing Saving and Spending: Listener Questions

26:14 Quantum Computing and Bitcoin Security

30:38 Diversification and Financial Exposure

31:06 QuantumScape and Investment Strategies

32:16 The Role of ASML in Modern Technology

34:17 Understanding Lindy's Industrial Gas Business

43:12 2025 Portfolio Contest

50:15 Wrapping Up and Final Thoughts

Companies mentioned: ASAN, ASML, BOC, LIN, NVDA, OM, QS, TDOC, ZM

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

We're trying something new! We want to have unscripted conversations about specific stocks. In this episode, we're talking about Costco and how Jeff really wants to buy shares but feels they're too expensive.

Let us know what you think about this new show idea!

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Email: [email protected]

Twitter: @InvestingPod

Bluesky: @investingpod.bsky.social

YouTube: https://www.youtube.com/@InvestingUnscripted

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

00:00 Introduction and New Format Announcement

01:10 Discussing Costco: A Stock to Watch

02:56 Costco's Business Model and Market Position

04:37 Personal Experiences and Anecdotes

06:45 Valuation Concerns and Investment Strategy

12:15 Conclusion and Call for Feedback

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 2024 predictions by guests Simon Erickson from 7Investing and Ryan and Brett from Chit Chat Stocks, they dive into their bold forecasts for Amazon, Cybertruck, home prices, and the Mag 7 stocks. They also share their best and worst investments of the year and forecast stocks to buy and avoid in 2025. Finally, they make their reckless predictions for the year ahead.

02:31 Reflecting on Last Year's Predictions

02:55 The Nature of Predictions and Planning

04:02 Biases in Investing and Predictions

07:21 Reviewing Last Year's Guests and Predictions

09:05 Brett's Prediction: Amazon's Market Cap

12:07 Simon's Prediction: Cybertruck vs. F-150 Lightning

18:48 Simon's Prediction: FinTech vs. Traditional Banks

24:09 Ryan's Prediction: Magnificent Seven Stocks

30:02 Ryan's Other Predictions: Match Group and Home Prices

32:31 Host Predictions and Reflections

33:42 Reflecting on Past Predictions

34:18 Elon Musk's Bold Moves and Predictions

36:08 Reckless Predictions and Market Speculations

37:49 Portfolio Performance and Live Stream Plans

39:18 Market Surprises and Economic Reflections

44:56 Best and Worst Investments of 2024

52:18 Stock Picks and Avoids for 2025

01:01:35 Reckless Predictions for 2025

Companies mentioned: AAPL, AFRM, AMZN, BAC, C, CELH, ENPH, F, GM, GOOG, INTC, JPM, KNSL, MSFT, MTCH, NVDA, OM, SBUX, SOFI, SPG, STEM, TSLA, UPST, X

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In the December 2024 Livestream, Jeff and Jason take questions and engage with their audience in real-time. Jason reveals that Jeff's portfolio outperformed his, as per his prediction, with detailed insights into their investment strategies involving cash, bonds, and stocks. The show includes discussions on AI, the resurgence of Bitcoin, and the potential of cryptocurrency. The duo wraps up the episode with a fun holiday-themed segment, debating the best and worst Christmas songs. 

02:23 Introduction and Welcoming Viewers

03:42 Portfolio Contest Update

06:15 Market Reactions Post-Election

10:50 Short Selling and Stock Valuation

16:41 DocuSign and Stock-Based Compensation

22:16 AI Trends and Future Outlook

38:16 Bitcoin Hits $100,000: Discussion and Insights

39:41 Crypto Use Cases and Market Dynamics

49:27 Reckless Predictions for 2025

57:13 Holiday Fun and Christmas Songs

Companies mentioned: AAPL, AMZN, BEP, CRM, DOCU, LMND, MSFT, NVDA, SQ

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/investingunscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Jason and Jeff discuss strategies for navigating a historic bull market. They explore the impact of Federal Reserve rate cuts on yields and the opportunities available with bond accounts. The discussion then shifts to the importance of using frameworks for better decision-making, the concept of rebalancing portfolios, and the nuances of handling cash during exuberant markets. They also touch on individual stock assessments, managing large portfolio positions, and the balance between multiple expansion and business growth. 

01:12 Welcome to Investing Unscripted

02:02 The Bull Market of 2025: A Thought Exercise

03:41 Navigating Market Uncertainty

07:17 Frameworks for Investing Decisions

25:26 The Role of Cash in Your Portfolio

30:52 Understanding Stock Growth and Valuation

31:34 Evaluating Company Performance

32:31 Examples of Stock Analysis: SoFi and Lemonade

34:10 The Importance of a Thoughtful Investment Process

35:47 Revisiting Lemonade's Market Performance

36:39 The Role of Market Sentiment in Stock Valuation

37:40 Strategies for Handling Market Volatility

42:14 Rebalancing Your Investment Portfolio

45:47 Practical Tips for Rebalancing

46:30 Tax Implications of Rebalancing

47:54 The Benefits of Quarterly Rebalancing

51:01 Reflecting on Investment Strategies

54:24 Final Thoughts and Stock Picks

Companies mentioned: BBY, BRK.A, BRK.B, COST, CRWD, LMND, MELI, NVDA, QS, SOFI, TGT, WMT

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this mailbag episode, Jason and Jeff address listener questions about choosing when to hold or sell underperforming stocks, optimizing time for investment research, and balancing risk in a diversified portfolio. The show also dives into the impact of potential tariff changes and Federal Reserve rate pauses on REITs. And then there is an important discussion about Thanksgiving leftovers!

01:12 Welcome to Investing Unscripted

02:30 Mailbag Episode: Listener Questions

04:51 Financial Education in Public Schools

11:28 Top 10 Stocks for 18-Year-Olds

16:11 Adding to Winners: Strategy and Risks

25:34 Balancing Research Time as an Investor

28:24 Optimizing Investment Strategies

28:52 Joe's Investment Journey

29:50 Deciding When to Sell

32:16 The Never Sell Strategy

37:32 High Slugging Percentage vs. Batting Average

43:57 REITs and Interest Rates

48:38 Spam Comment of the Month

50:09 Thanksgiving Leftovers and Gratitude

53:02 Conclusion and Final Thoughts

Companies mentioned: AAPL, AMZN, BIP, BEP, BOC, CMG, EPR, KNSL, LMND, LOB, MSFT, SE, SKT, SQ, UPST

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices