My Investment Portfolio with Everything Money | Summary and Q&A

TL;DR

Jimmy provides an update on his investment portfolio, including changes in his average entry prices for stocks like Alibaba, Google, and AT&T. He also discusses the importance of adjustments in stock prices during spin-offs and dividends.

Key Insights

• 👋 Jimmy believes that buying undervalued stocks can be a good strategy to protect a portfolio in case of a market downturn.
• 🧑‍💼 Understanding adjustments in stock prices during spin-offs, dividends, and stock splits is crucial for accurate portfolio analysis.
• 🧚 The development of the fair value calculation website indicates a focus on thorough analysis and informed investing decisions.
• ✋ Paul's short position on the QQQ ETF reflects his belief in high valuations in the tech sector and a potential market downturn.
• ❓ Different investment strategies, such as value investing and shorting, can complement each other in a well-diversified portfolio.
• 🍉 Investment decisions should consider both short-term and long-term factors, such as market trends, valuation, and potential risks.
• 🖐️ Emotional capabilities and personal preferences play a significant role in investment strategies and risk tolerance.
• 📼 Crypto investments, such as Shiba Inu, are not part of Jimmy or Paul's portfolio, indicating a focus on traditional assets.

Transcript

hi i'm jimmy in this video we're looking at my investment portfolio as well as a couple other value investing portfolios so this is actually a video that i did with everything money and i just wanted to do a quick introduction to it to show you some of the changes that have happened to my portfolio since the last time i did an update so as alibaba ... Read More

Questions & Answers

Q: Why did Jimmy buy more shares of Alibaba, Google, and AT&T?

Jimmy believes these stocks are undervalued and presents opportunities for his portfolio. He expects them to perform well in the future.

Q: What is the significance of adjustments in stock prices during spin-offs and dividends?

The adjustments ensure that the stock's historical prices reflect the impact of these events accurately. This helps investors understand the true performance and entry prices of their investments.

Q: How does Jimmy calculate his new average entry prices after adjustments?

By multiplying the adjustment factor provided by the stock exchange with his average entry price before the spin-off or dividend, Jimmy can calculate his new average entry price.

Q: What is the purpose of the new website being developed by Jimmy and his team?

The website aims to provide a quick and easy way to calculate the fair value of different stocks using various valuation methods. This can help investors make informed decisions about buying stocks below their fair value.

Summary & Key Takeaways

• Jimmy has bought more shares of Alibaba, Google, and AT&T, reducing his average entry prices for these stocks.

• He explains the adjustments made to stock prices during spin-offs and dividends, highlighting the importance of understanding these adjustments for accurate portfolio analysis.

• Jimmy introduces a new website being developed to calculate the fair value of stocks using different valuation methods, such as discounted cash flow.