99: Q2 Investment and Performance Updates - Sam & Johnny
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 24 July 2018
⏱️ 83 minutes
🧾️ Download transcript
Summary
Co-hosts Sam & Johnny are up again for another quarterly update on all investment ventures they are personally participating. They have been giving updates on the performances of their investments as well as their new investments every three months to give light on the subject for all the investors and investors-to-be who are on the process of figuring out which investment platform to choose.
On the episode, Sam & Johnny reveal the performances of their investments during this quarter. They have been discussing various investment platforms in the past episodes and they will share which funds they invested in and how it turned out. If you are an investor or you want to become one, listen to this episode and learn new trends in the world of funds and investments.
Where we are:
Sam & Johnny - Spain
Discussed:
ILAB 90 – HSAs 101, Health Savings Accounts with Evan Prokup of HSAedge
ILAB 86 – Index Fund Allocation Modeling with Johnny & Sam
ILAB 62 – Q2 Investing Updates + Early Retirement
Time Stamps:
06:30 – Keeping track of your finances using Personal Capital
09:37 – Johnny’s net worth
13:18 – Building wealth through passive income
18:55– Johnny’s investment updates
23:10 – Johnny’s ETF updates
29:40 – American Homeowners Preservation (AHP) Fund
34:39 – What’s going on in the crypto world?
38:00 – YieldStreet Fund updates
40:53 – Municipal bonds updates
44:27 – Comprehending the taxes around investment returns
55:48 – Fund Rise updates
1:02:05 – Self-storage investment
1:05:06 – Financial growth through compounding interest
1:12:16 – Sam’s new investments
1:13:59 – Latest travel journey
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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 |
| 0:06.0 | our own money and use modern technology to invest like a boss. Join us each week for exclusive |
| 0:10.4 | interviews with our network of modern investors, business owners, and multimillionaires to discover new ways |
| 0:15.1 | to invest our hard-earned cash. Hey guys, this is Johnny and welcome to episode 99 of the Invest Like a Boss podcast. |
| 0:23.9 | I am here in Malaga, Spain, sitting across from the one and only San Marks. |
| 0:30.8 | Johnny Jen, Johnny FD. |
| 0:32.5 | Dude, I'm excited. |
| 0:33.9 | Thanks so much for meeting in Spain because I know I really tried to pull your arm to get |
| 0:38.4 | here and you made it happen. And now it's officially tradition. We're doing it, buddy. This is our third |
| 0:44.4 | year in a row meeting up in person for the summer. Last year. Summer siesta. We walked. Basically |
| 0:52.5 | across Ireland. I did the wickloway for eight or nine days with Sam. |
| 0:56.1 | He continued without me. |
| 0:57.8 | And the year before, we did a Eastern Europe road trip, starting in Bulgaria all the way to Ukraine. |
| 1:05.8 | And this year, I said to Sam, I don't want to fly across pretty much half the world to go to Spain |
| 1:13.7 | for seven days. |
| 1:15.7 | But yet here I am. |
| 1:17.0 | We're having a hell of a time. |
| 1:18.5 | We've got the wine back out. |
| 1:19.7 | Tapa is finding some great spots all across Spain, now on the southern coast. |
| 1:24.2 | And I'm just, I'm just happy to be here, man. |
| 1:26.3 | I'm happy that we're at 99 episodes we're learning a |
| 1:29.5 | ton we are moving our investments around we're hopefully learning a lot for ourselves and of course |
... |
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