4.5 • 928 Ratings
🗓️ 20 January 2021
⏱️ 53 minutes
🧾️ Download transcript
Surely it's not possible to beat the market with a random roll of the dice! But...what if we're dicing in a universe of great companies? What if we're randomizing Rule Breakers? Let's find out! And while we're at it, let's review a couple 5-Stock Samplers from the past few years.
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0:00.0 | Every 10 weeks on this podcast I pick five new stocks and always to a theme, some of them |
0:06.1 | silly, some of them serious or sublime. |
0:09.9 | Last May it was five stocks for the coronavirus that was serious the performance thus far |
0:15.6 | sublime four years ago April it was five stocks for April the giraffe the trick to that one was silly. You could arrange the |
0:24.6 | stock pick's first letters to spell out April as an acrostic. That was |
0:30.0 | silly, the performance, silly good. So five stocks picked every 10 weeks, six years later, |
0:38.1 | means we've done it dozens of times, and I'll be doing it once again today. The 28th five-stock sampler in the Rule Breaker |
0:45.7 | Investing Podcast's history, but as I've often said, if you're going to pick five stocks every 10 |
0:50.7 | weeks and do it as a full capital F in public, you darn well better score yourself |
0:55.2 | and you darn well better report back. |
0:57.2 | And so this month's podcast will lead off |
0:59.6 | with two reviews of past five stocks samplers. How have they been doing and what can we learn? |
1:04.9 | Well two years ago this week I picked five stocks shrouded in mystery and one year ago this |
1:09.9 | same week I picked five stocks that spark joy. My pals Joey and Vicky are stopping by to |
1:16.1 | update us on those and then get ready because it's going to be five stocks rolled up at random. I will explain then pick only on this week's |
1:28.5 | rule breaker investing. It's the rule breaker Investing Podcast with Motleying. I'm David Gardner. A delight to have you with me. |
1:49.7 | During this important week in the United States of America I sit here shacked up in my |
1:54.5 | house in Washington DC feeling safe hoping that there is a safe transition of |
1:58.6 | power I expect that there will be and looking forward to the future. |
2:02.8 | And I'm not just talking about politics. |
2:04.6 | In fact, I really am not. |
2:05.7 | I almost never really think too much about politics. |
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