Episode 99
E99: The #1 Sign It's Time To Trim Your Stocks + White Fibre $WYFI
29 September 2025
What happens when you're too successful? In this special episode, we're tackling the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. Before we hit episode 100, we flip the script to find the answers.
𦡠The Bull Case for CHAOS: Badger defends a high-risk, high-reward energy portfolio. Is this volatile strategy right for you? đ In Praise of "Boring": Monkey explains why owning "tuxedo and Rolex" stocks like Google and Amazon is a powerful long-term strategy for building wealth. $GOOG $AMZN âď¸ When to Sell a Winner: We answer your #1 question. Learn the stock-specific and portfolio-level signs that it's time to take some profits off the table. đ˘ Go on Stock Safari with White Fiber - could a company retrofitting old buildings into the high-demand data centers of the future be the next AI Play? $WYFI đ Our Biggest Portfolio Mistakes: From a 1000% gain creating a 15% position to a single stock ballooning to 35%, we reveal our own risk management blunders. đĄ The Ultimate Litmus Test: Steal our simple but powerful "Would I Buy It Today?" framework to stress-test every single holding in your portfolio.
Segments: 00:00 Cold Open & Contest Announcement 07:20 Portfolio Role Reversal Setup 09:28 Luke's Bull Case for Monkey's Portfolio 13:15 Krzys's Defense of Badger's Strategy 27:54 Self-Critique and Portfolio Problems 46:31 The Trimming Question from Listeners 54:55 White Fiber Stock Safari 01:05:30 Family Investing Conversations
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