09: Sam and Johnny's Investment Updates July 2016
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 5 July 2016
⏱️ 56 minutes
🧾️ Download transcript
Summary
Sam and Johnny Share their July 2016 portfolio including Wealthfront, Lending Club, Betterment, PeerStreet, REIT's, Foreign Exchange, stocks and index funds. As Johnny travels through Europe he talks about why he cancelled his auto investment with Wealthfront, direct Vanguard deposits and wiring $10k to Brian at the Art of ForEx. Sam reviews his back up plan if Lending Club goes bankrupt and why his Wealthfront account is crushing over his Vanguard and Etrade accounts.
We also talk recap some highlights of the past 8 episodes and what to expect going forward. Lastly we discuss the incredible value having access to multi- million dollar investors in the Boss Lounge. We would also like to thank everyone thus far for participating in the ratings and the review section of iTunes and also listening and joining us on our investment journey.
Relevant links for guest:
Where are we:
Sam – 6:00pm – Singapore, Singapore
Johnny – 10:30 am – Lisbon, Portugal
What we are drinking:
Sam – Water (detox)
Johny – Café Americano (Expresso with sugar on the side)
Recommended (books, subscriptions):
Tony Robbins – Master Money the Game
Johnny FD – Life Changes Quick
Discussed (relevant links):
$25 Amazon Gift Card Entry
MapleTree REITs
Public Storage
Extra Space
PeerStreet
Lending Club
Vanguard
Betterment
Wealthfront
Empire Flippers
Glints
SmartMat
SC Storage
Time Stamp – Topic
02:00 – Adjusting to the Millionaire Lifestyle in Singapore
03:00 – Beautiful Lisbon at an affordable price
06:30 – Expenses vs. Income while traveling
08:10 – Cancelling $1.5K auto investment with Wealthfront
08:55 – Saving money with betterment fees
12:00 – Investing with Vanguard directly
13:00 – High risk rating with stocks and index funds
16:45 – Time weighted returns / Money rated return
18:00 – Access to multi- million dollar investors in the Boss Lounge
20:00 – Pausing the dividend reinvestment with Lending Club
23:00 – Wire transferred $10k to Brian at ForEx trading
26:30 – Emailing screenshots of our investment dashboards
27:00 – Creating buy orders through Vanguard
31:00 – Sam’s Wealthfront is crushing Vanguard and Etrade accounts
34:42 – $17K year to date in Vanguard account via dividends
35:30 – What if Lending Club goes bankrupt?
39:00 – Fix income with public property REITS through Mapletree
42:00 – Reinvesting in Glints start-up
43:00 – Full recap on the previous 8 episodes
48:45 – Expecting great guests on future episodes
51:00 – Reading reviews and ratings from iTunes
53:40 – Giving away a $25 Amazon gift card
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Copyright 2016. All rights reserved. Read our disclaimer here.
Transcript
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| 0:00.0 | British gas have this thing. We call it home care. We'll fix all sorts and its unlimited repairs. |
| 0:06.0 | Expert engineers will solve the upset of boilers not boilering or taps that won't wet. |
| 0:12.0 | Electrics playing tricks or a pipe that's broke. We're there for everyone. Even blue furry folk. |
| 0:19.0 | Your home won't feel booby-tra trapped. It'll feel just like new. |
| 0:23.4 | British gas taking care of things and looking after you. T's and C supply excess options available |
| 0:29.3 | per repair. Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're |
| 0:34.9 | self-made entrepreneurs who invest our own money and use modern technology to invest like a boss. Join us each week for exclusive interviews with our network of |
| 0:41.7 | modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned |
| 0:46.2 | cash. Hey guys. Welcome to episode nine of the Invest Like a Boss podcast. Me and Sam are back on air |
| 0:52.1 | together doing a catch-up of everything that's happened since episode |
| 0:56.9 | one and two. And it's been crazy, right? It's been crazy. And it's been a while since we've |
| 1:01.5 | caught up. So I'm looking forward to discussing what has been happening in your portfolio and |
| 1:06.2 | sharing what's been happening in mine as well. It hasn't always been pretty. I'll tell you that much. |
| 1:11.1 | Yeah, especially because this is the month where there was the Britain exit, Brick-Six. |
| 1:17.8 | So let's see how that's affected both of our portfolios, if it's changed our investment strategies, |
| 1:24.2 | if we are still bullish on all the different platforms that we've been investing in so |
| 1:29.1 | far and if we've done anything new. Sounds like a good plan. Why don't you start? What's been |
| 1:35.4 | new in Johnny FD's portfolio and how the wind's been holding up? Well, even before we kind of get |
| 1:41.7 | to the financial parts of it, it's been awesome just as the podcast has grown, especially while both me and you have been traveling. |
| 1:50.8 | So the last time, you know, when we recorded episodes one and two, we were both in Chang, Thailand, together in the same room, drink the same bottle of wine. |
| 1:59.5 | Now I am in Lisbon, Portugal, and you are... |
| 2:03.4 | Singapore, Singapore. |
... |
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