Stock Therapy: How many stocks is too many?

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 24 March 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'. Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. The conversation delves into the emotional aspects of investing, the balance between staying informed and being overwhelmed, and specific stocks such as MasterCard, FICO, and Meta. The hosts explore strategies for managing portfolio size, staying informed without getting overwhelmed, and overcoming biases when evaluating new investment opportunities. The episode wraps up with insights on the therapeutic value of discussing investment struggles openly and the introduction of a new 'stock therapy' workshop for their Value Spotlight community. 00:00 Introduction to Stock Therapy 00:44 Portfolio Management Challenges 04:30 Balancing Information and Emotions 17:41 Reevaluating Investment Strategies 30:38 Stock Therapy Sessions Announcement 32:29 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hello Blue Skies. Hello moving onwards and upwards. Hello taking control of your money. Say hello to tax-free investing. Open a Stocks and shares ICER and act by the 5th of April to get 100 to 3,000 pounds cash back. Cargreavesansdown. Hello Life.
0:23.9	Register and add or transfer £10,000 plus.
0:25.4	You may get back less than you invest.
0:26.5	And tax benefits vary.
0:28.6	For terms and conditions, see hl.co.uk. UK 4. slash ISA.
0:30.8	This episode is brought to you by Vanta.
0:33.6	Stressing over cyber security, whether you're a startup, growing fast, or already established.
0:38.6	Vanta can help you get ISO-271 certified and more.
0:43.5	Plus, it allows your company to centralize security workflows,
0:47.6	complete questionnaires up to five times faster,
0:50.2	and proactively manage vendor risk to help your team stay compliant.
0:54.3	Head to vanta.com slash Spotify to learn more.
1:00.7	Love this podcast because it crushes your dreams and getting rich quick.
1:04.3	They actually got me into reading stats for anything.
1:06.7	You're tuned in to the Investing for Beginners podcast.
1:10.5	Led by Andrew Sather and Dave Ahern.
1:13.9	Step-by-step premium investing guidance for beginners.
1:17.3	Your path to financial freedom starts now.
1:21.4	Start now.
1:32.2	All right, folks. Welcome to Investing for Beginners podcast.
1:34.1	Today we're going to do a different turn.
1:36.6	Today we're going to talk about stock therapy.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andrew Sather & Glassbox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Sather & Glassbox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.