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Rule Breaker Investing

Reviewapalooza!: No More Trouble

Rule Breaker Investing

The Motley Fool

Business, Investing, Invest, Rulebreaker, Stocks, Company, Growth, Stockmarket, Fool, Foolish

4.5928 Ratings

🗓️ 17 November 2021

⏱️ 66 minutes

🧾️ Download transcript

Summary

It is time again to review three of our 5-stock samplers from the past three years. 5 Stocks That Will Press On, 5 Stocks for Conscious Capitalism, and for its final tally before setting sail to Foolhalla, 5 Stocks That Got Trouble. Spoiler alert: we're not troubled.

Transcript

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0:00.0

30 separate times about every 10 weeks on this podcast over six years I picked five

0:06.1

stocks I chose a theme that made sense to me at the time sometimes sublime sometimes

0:11.7

sometimes silly and then I thought to myself

0:14.3

what are the five best stock recommendations that I can come up with to fit that theme

0:20.0

aiming of course always to beat the market the S&P 500 otherwise hey why are we bothering

0:25.6

and then one year later we review the picks what was the theme again how are the stocks

0:30.8

doing how are they doing versus the market?

0:34.0

And more important for our learning our way of thinking why have the stocks done what they've done?

0:40.7

A one year review and then another year passes the two year review.

0:45.0

Yep, two years later, we never forget, we hope you wouldn't also.

0:49.0

We score everything transparently and accountablyably because we're fools.

0:53.6

You should expect that of us.

0:55.7

And then the three-year review,

0:57.7

which is gonna be the most telling, right?

1:00.2

Well, first because three years have passed since I picked those five stocks and we really can be smarter about what has happened and why and what we can learn over that meaningful period of time and you know that's the smarter

1:14.9

part getting smarter about that but if I've done my job well then hey we'll also

1:19.2

be happier and richer too. Now that three-year review is also telling because most of the time

1:25.8

we end the game right there. We're going to keep holding those stocks in real life

1:30.3

mind you you should too if you own them but if I kept reviewing all 30 of

1:34.7

my samplers in years four and five and six etc we wouldn't have time to do much

1:39.9

else on this podcast well 30 separate times I've picked five stocks what I've

1:44.6

also called my five stock samplers and we're going to review three of those

...

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