2025 Portfolio Shakedown: Analyzing Our Personal Stock Holdings

On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss:

(04:37) Brett's Portfolio Overview

(07:38) Discussion on Cash Position and Holdings

(10:36) Investment Strategies and Future Purchases

(13:43) Concentration and Company Selection

(16:44) Identifying Potential Exits

(19:28) Watchlist and Future Opportunities

(22:30) Deep Dive into OMAB

(25:25) Evaluating Long-Term Potential

(29:05) Comparative Analysis of Key Holdings

(32:02) Transition to Ryan's Portfolio

(35:11) Ryan's Portfolio Overview

(38:14) Discussion on Ryan's Holdings

(41:00) Investment Philosophy and Strategy

(41:56) Position Sizing and Portfolio Management

(47:00) Evaluating Individual Stocks: Philip Morris and Nelnet

(53:40) Home Builders: Market Insights and Personal Experiences

(01:06:38) Portfolio Reflections and Future Considerations

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.