148. March 2025 Mailbag (In April. Because of February)

Investing Unscripted

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs, comparing their potential benefits and drawbacks against more conventional options like CDs and money market accounts.

03:22 Understanding Cost Basis and Portfolio Management

06:28 Deep Dive into Portfolio Strategies

16:02 Sponsor Messages and Advertisements

26:36 Portfolio Concentration and Small Positions

28:23 Cash Management and Investment Strategy

29:30 Challenges of Managing a Large Portfolio

30:53 Conviction and Adding New Companies

31:15 Understanding and Following Your Investments

35:41 When to Bail on an Investment

36:38 QuantumScape: A Case Study

46:36 Calamus ETFs: An Alternative to Cash

Companies mentioned: GOOG, QS

Subscribe to our portfolio on Savvy Trader

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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

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

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

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

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. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. 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 Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest