The Intrinsic Value Podcast - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Intrinsic Value Podcast - The Investor’s Podcast Network episodes

January 25, 2023REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney
Patrick Donley talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million. Prior to forming Hall Sweeney, Sean worked in acquisitions at Timberland Partners, where he was responsible for opening new markets and acquisitions.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
07:05 - What his early inspirations were for getting interested in real estate.
14:38 - Why starting as a receptionist was one of Sean’s smartest career decisions.
15:59 - How he launched his own firm.
16:53 - How he handled the 2008 Great Financial Crisis.
27:25 - What are the common mistakes people make when networking?
46:09 - Why he chose infill development as his main focus.
46:11 - Where his love for great design developed.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyosaki.
Making it in Real Estate by John McNellis.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with Sean: Website | Twitter
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58 min
January 24, 2023MI251: Mastering Your Money w/ Dave Alison
Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more!

Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash.
06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low.
10:10 - What situations does it make sense for a millennial to start considering annuities?
12:25 - The three resources permanent life insurance provides.
14:27 - His framework for building a tax efficient savings and accumulation plan.
16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account.
27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts.
33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts.
37:46 - When it makes sense to sell a losing investment.
45:48 - When it would make sense for an individual to do a Roth Conversion.
52:26 - The order of how we should take distributions in the most tax optimal way.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Clarity 2 Prosperity.
Check out: Alison Wealth Management.
Related Episode: Listen to MI193: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Dave: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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56 min
January 23, 2023REI158: Exploring Tokenized Real Estate w/ Jerry Chu
Patrick Donley talks with Jerry Chu about his company Lofty, democratizing real estate investing, tokenized real estate, and much more!
Jerry is the founder and CEO at Lofty. Prior to founding Lofty in 2018, Jerry worked as a quantitative risk management analyst at Barclays in the treasury risk department. He received a B.S. in Mathematics/Economics from the University of Southern California and a M.S. in Financial Engineering from Claremont Graduate University.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
21:05 - How Lofty is democratizing home ownership through fractionalized ownership using the blockchain.
21:05 - Why real estate is inaccessible for most people.
21:05 - What the benefits of using the blockchain are in real estate.
28:23 - How tokenized real estate ownership works.
28:23 - What a DAO is.
55:56 - The advantages to a seller of using Lofty.
01:02:17 - How fractional ownership is different from owning a REIT.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert’s book The Everything Guide to House Hacking.
Related Episode: Listen to REI117: Warren Buffett Owns REITs, Should You? w/ Brad Thomas, or watch the video.
Can blockchain help my mortgaging business?
Unlock the Vault by Michael Fox-Rabinovitz.
Fractional Ownership and REITs by Dr. Adv. Harshul Savla.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with Jerry: Website | Twitter | LinkedIn
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1 hr 4 min
January 20, 2023MI Rewind: The Democratization of Finance w/ Seamus Scaring and Carlos Pelaez
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, whether the surge in retail demand is here to stay or not, ETFs, options, and much, much more!
Seamus is a senior index options analyst with Nasdaq. He's focused on building and managing Nasdaq's index options product suite, including Nasdaq-100 index options. Carlos is a senior manager of ETF listings at Nasdaq as well. Carlos primarily works with asset managers to help them navigate the ETF listings process and life cycle.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:01 - What has led to the surge in retail investors gaining access to financial markets?
13:10 - What ETFs are, and why we’ve seen increased interest in ETFs from retail investors.
15:03 - The benefits that ETFs bring relative to other investment products.
25:25 - A brief history of the options market.
30:12 - The benefits of utilizing options in your portfolio.
35:28 - What market benchmarks investors are using in their portfolios.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Related Episode: Listen to MI079: Should YOU Trade Options w/ Tom Sosnoff, or watch the video.
Related Episode: Listen to MI053: Building Wealth, Staying Wealthy, and Retiring Early w/ Jeremy Scheider, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Clay: Twitter
Connect with Nasdaq: Website

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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51 min
January 19, 2023MI250: How to Find High Quality Companies w/ Braden Dennis
Rebecca Hotsko chats with Braden Dennis. In this episode, they discuss Braden’s investment process looks like for finding great stocks, his 6-question framework for finding “high-quality businesses” to invest in, how to determine if a company’s high ROIC is sustainable or not, Braden’s analysis and deep dive into Constellation Software and Shopify, why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company, how to make sure you don’t overpay for a business that’s trading at a premium, Braden’s thoughts on Brookfield Asset Management company given its spin-off, is Brookfield Asset Management’s spin-off good for shareholder value, and so much more!

Braden is the founder of Stratosphere and the co-host of The Canadian Investor Podcast.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:32 - What Braden’s investment process looks like for finding great stocks.
06:36 - His 6-question framework and checklist for finding “high-quality businesses” to invest in.
10:53 - The most important factors he looks for to identify a company has a sustainable moat.
13:23 - How to determine if a company’s high ROIC is sustainable or not.
16:55 - Braden’s analysis and deep dive into Constellation Software and Shopify.
30:30 - How to make sure you don’t overpay for a business that’s trading at a premium.
37:39 - Why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company.
50:46 - Braden’s thoughts on Brookfield Asset Management company given its recent spin-off.
51:06 - Is Brookfield Asset Management’s spin-off good for shareholder value.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Stratosphere.
Check out: The Canadian Investor Podcast.
Related Episode: Listen to MI239: Deep Dive into Apple & Google w/ Logan Kane, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Braden: Website | LinkedIn | Twitter
Connect with Rebecca: Twitter | Instagram
Email: [email protected]

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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59 min
January 17, 2023MI249: Stock Valuation Masterclass w/ Aswath Damodaran
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:53 - The importance of having an investment philosophy and how to figure out what your investment philosophy is.
The difference between having an investment philosophy and strategy.
03:53 - An example of what a growth investor’s investment philosophy may be, such as the famous growth investor Peter Lynch.
08:22 - Why Aswath believes it’s better to be a generalist than a specialist in one area of investing.
15:00 - What are value drivers and how to apply them in our valuation process?
15:00 - The 5 basic variables we need to value any business.
24:27 - How to convert these value drivers into a DCF or intrinsic value model.
26:23 - The most common mistakes investors make when valuing a company and how to avoid these.
26:23 - Aswath’s test on how to figure out if your growth rate is reasonable.
29:23 - How to figure out what discount rate we should use?
36:11 - Why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach.
37:24 - How often we should revisit our valuations for companies?
56:53 - How do companies get on Aswath’s radar?
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Aswath's Website.
Check out Aswath’s YouTube Channel.
Related Episode: Listen to MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway, or watch the video.
Related Episode: Listen to RWH005: Meet the Master w/ Aswath Damodaran, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Aswath: LinkedIn | Twitter
Connect With Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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59 min
January 16, 2023REI157: Getting Started in RV Park Investing w/ Matt Whitermore
Patrick Donley talks with Matt Whitermore all about RV park investing, his journey into real estate with a triplex house hack, his transition from the corporate world to real estate entrepreneur, his use of technology in the acquisition process, his experience in multi-family investing, and much more!
Matt lives in upstate New York and is a consultant and investor in campgrounds and RV parks. His first RV park investment is situated on 26 acres that includes a world-class trout fishing stream. Before getting into investing, he worked as an analyst in commercial real estate finance and investments.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:56 - How Matt first got interested in real estate investing.
02:14 - His experience in house hacking a triplex.
03:28 - Some of the biggest challenges he’s experienced in his first deal.
09:25 - How a mentor helped him understand the benefits of RV parks.
18:00 - What kind of due diligence is involved in buying an RV park?
51:37 - Who his favorite real estate teachers are and how he views real estate courses.
54:47 - What his all-time best investment has been.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert’s book The Everything Guide to House Hacking.
Raising Capital for Real Estate by Hunter Thompson.
Raising Private Capital by Matt Faircloth.
Best Real Estate Investing Advice Ever by Joe Fairless.
The Real Estate God University.
The Book on Estimating Rehab Costs by J Scott.
Related Episode: Listen to REI115: Investing in Campgrounds w/ Heather Blankenship, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with Matt: Website | Twitter
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58 min
January 13, 2023MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
IN THIS EPISODE, YOU’LL LEARN:
What Simon’s take is on the Reddit and Wall Street Bet’s movement.
What exactly is happening in China with the crackdown on tech companies?
What is happening with shortages in the semiconductor industry and why is it important?
What the space economy is and what types of companies are involved.
What Affirm does and why they are well-positioned as a business.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
All of Robert’s favorite books.
Related Episode: Listen to MI040: COVID19 and Growth Investing with Simon Erickson or watch the video.
Related Episode: Listen to MI088: Growth Investing Stock Analysis with Simon Erickson or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Simon: Website | Twitter
Connect with Robert: Website | Twitter | Instagram
Connect with Clay: Twitter

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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1 hr 4 min
January 12, 2023MI248: Inflation is Here to Stay w/ Tavi Costa
IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro
02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.
02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.
12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?
12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.
27:49 - Why Tavi believes we are in a new commodity bull cycle.
42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.
42:31 - The reasons behind why Tavi is most bullish on the mining sector.
42:20 - His thoughts on the Uranium sector.
39:33 - His checklist for finding great investments in the mining sector.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Crescat Capital.
Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Tavi: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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56 min
January 10, 2023MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi
Rebecca chats with Mark Boyer and Jason Jacobi. They discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, time-tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review for their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!

IN THIS EPISODE, YOU’LL LEARN:
04:05 - Their current outlook for the market for 2023.
08:02 - The importance of “getting in the game” and investing early and often.
11:47 - Time-tested strategies that investors can use to weather any market cycle.
23:26 - How to determine what mix of assets is right to meet an investor’s goals.
26:47 - What are some of the biggest behavioral mistakes investors make and how to avoid them.
32:55 - The year-end checklist that investors should review in terms of their financial plan and strategy.
39:24 - What constitutes a well-built financial plan or “game plan”.
42:57 - How wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Boyer Financial Services.
Related Episode: How to Create a Recession-Proof Financial Plan w/ Dave Alison – MI234.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Disclosure: The opinions voiced in this show (Millennial Investing) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly.
Jason Jacobi and Mark Boyer is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Connect with Mark & Jason: Website |LinkedIn
Connect with Rebecca: Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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49 min

About The Intrinsic Value Podcast - The Investor’s Podcast Network

From the publisher's feed

Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.