What happens when you're too successful? In this special episode, we're tackling the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. Before we hit episode 100, we flip the script to find the answers.
🦡 The Bull Case for CHAOS: Badger defends a high-risk, high-reward energy portfolio. Is this volatile strategy right for you?
🐒 In Praise of "Boring": Monkey explains why owning "tuxedo and Rolex" stocks like Google and Amazon is a powerful long-term strategy for building wealth. $GOOG $AMZN
✂️ When to Sell a Winner: We answer your #1 question. Learn the stock-specific and portfolio-level signs that it's time to take some profits off the table.
🏢 Go on Stock Safari with White Fiber - could a company retrofitting old buildings into the high-demand data centers of the future be the next AI Play? $WYFI
📊 Our Biggest Portfolio Mistakes: From a 1000% gain creating a 15% position to a single stock ballooning to 35%, we reveal our own risk management blunders.
💡 The Ultimate Litmus Test: Steal our simple but powerful "Would I Buy It Today?" framework to stress-test every single holding in your portfolio.
Segments:
00:00 Cold Open & Contest Announcement
07:20 Portfolio Role Reversal Setup
09:28 Luke's Bull Case for Monkey's Portfolio
13:15 Krzys's Defense of Badger's Strategy
27:54 Self-Critique and Portfolio Problems
46:31 The Trimming Question from Listeners
54:55 White Fiber Stock Safari
01:05:30 Family Investing Conversations
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If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1
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SUPPORT THE SHOW AND BECOME A PATREON:
https://patreon.com/wallstreetwildlife
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Find more episodes of the podcast at wallstreetwildlife.com where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
Wall Street Wildlife is also on Instagram @wallstreetwildlife
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Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.
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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
https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r
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To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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Keywords
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