30: 10 Modern Investment Performances Reviewed with Johnny FD & Sam
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 30 November 2016
⏱️ 74 minutes
🧾️ Download transcript
Summary
A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017.
Discussed:
ILAB 13 - PeerStreet vs. Lending Club
ILAB 12 - Real Estate Investing with Fundrise CEO Ben Miller
ILAB 03 - Foreign Exchange Trading with Brian from Art of FX
ILAB 15 - Meb Faber on Building The All Seasons Portfolio
ILAB 23 - From $0 to Self Made, How to 300X Your Investment
ILAB 26 - Rob Kall Zero to One : 3 Exits for Over $100m
Show Notes:
02:00 - Peerstreet 3-month earnings
05:30 - Loan to value & interest changes
08:20 - Six figure sushi meetup
12:00 - Yielding 11% with Fundrise
14:00 - Fundrise liquidation process
15:15 - Diversifying income and growth REIT’s
19:00 - Uncredited investor options
21:10 - Netting 5.09% adjusted annual return
22:00 - 309 notes with Lending Club
24:00 - Defaulting on loans
25:30 - E-Trade yield ups and downs
26:45 - Senior housing investments
30:00 - Blackberry and Exxon stocks
35:27 - Making $12,000 in investment returns
37:30 - Avoiding tax on short term capital gains
40:00 - 35% returns with Forex trading
48:30 - Sep IRA & Wealthfront
51:00 - Should you invest in bonds?
53:50 - Betterment vs. Wealthfront fees
56:00 - Starting 10 dropship stores
1:03:00 - Nomad Summit 2017 Ted X style
1:05:00 - Owning real estate in Thailand
1:10:00 - Sam’s fitness routine
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Transcript
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| 0:00.0 | Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss. |
| 0:09.0 | Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash. |
| 0:17.1 | Hey, everyone, this is Johnny and welcome to episode 30 of the Invest Like a Boss podcast. I'm here with my co-host, Sam Marks. Hey, everyone, this is Johnny and welcome to episode 30 of the InvestLagipass podcast. I'm here with my co-host Samarks. Hey, buddy. Hey, Johnny. I'm really excited for this episode, man. This is going to be a lot of fun. Yeah, well, happy 30th episode. That's a big deal. Gosh, dude, it's been going on almost a year now. And we're going to get into our investment portfolios. |
| 0:38.0 | But as much as we've learned this year, my investments have been so far, I would say, |
| 0:43.4 | not very good, but I'm very excited about next year some new plans in place. |
| 0:47.5 | How about you? |
| 0:48.2 | Yeah, I like it. |
| 0:48.9 | I think mine have actually done very well. |
| 0:51.6 | I have taken screenshots and I've all my accounts open. So we're going |
| 0:54.9 | to go over them live on air to see how my last year was. But I'm more of the kind of buy and hold |
| 1:01.7 | type of guy where I think Sam, you're more excited about trying new things and tweaking things. |
| 1:07.8 | So we can kind of come here to see how all this ended up |
| 1:11.6 | working out yeah i'm excited and as johnny said this is episode 30 lots of fun we've had and |
| 1:17.4 | guys thanks so much for your support and all your feedback um your views and everything |
| 1:22.2 | please let us know what we can do as we progress really looking forward to crossing episode 50 and then onward to 100. Woo. And don't worry, guys. I know a lot of people have been asking for us to do a networking episode. We'll have that in the books in the near future, either if you're on Invest Like a Boss or maybe on Travel Like a Boss podcast. So what we're going to do on this episode is Johnny and I have both selected five of our |
| 1:45.0 | investments. And what we're going to do is we're going to go back and forth and review the |
| 1:48.9 | performance of each. I think it's going to be a really valuable episode, not only for the audience, |
| 1:53.2 | but for both you and I just to look at each other's and also to get a snapshot of how we did this |
| 1:59.4 | year and a few of the different investments we put to work. |
| 2:02.7 | Yeah, sure. |
| 2:03.3 | So I'll go ahead and start with my new favorite investment, one that I discovered here on this podcast, |
| 2:09.8 | actually after listening to the interview that you had with the founder of Pierstreet, I now, I started putting in a couple grand a month. |
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