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 Announcement

02:12 Chitchat Stocks Podcast Introduction

03:50 Brett's Portfolio Breakdown

36:48 Ryan's Portfolio Breakdown

37:31 Portfolio Overview and Market Thoughts

38:39 Detailed Portfolio Breakdown

39:39 Investment Strategies and Philosophies

41:26 New Positions: British American Tobacco and Adobe

42:59 Position Sizing and Portfolio Management

46:30 Discussion on Specific Stocks

01:06:18 Home Builders and Market Outlook

01:09:31 Final Thoughts and Watchlist

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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

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