60. Smattering Portfolio Q2 Review

It may be hard to believe, but we are already halfway through the year. That means it's time to review the 16 stocks across the five "team" in the 2023 Smattering Portfolio Contest! The good news: The five portfolios are up a combined 31% so far this year! The bad news: The best performing team is the "un-portfolio." It's all Jeff's fault. This week, Jeff and Jason share an update on all of the companies in the contest, and share their latest thoughts. 
In the second part of the show, Jason asks Jeff for his thoughts on financial independence, and topic that, surprisingly, we haven't talked very much about. 
Companies mentioned: AMC, AMZN, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NKE, OM, SPG, TREX, TSM, TSLA, TTD
Episode 30: Introducing the 2023 Smattering Portfolio Contest: https://podcasters.spotify.com/pod/show/the-smattering/episodes/30--December-Mailbag-and-Introducing-the-2023-Smattering-Portfolio-Contest-e1s0pgj 
Episode 32: 2023 Smattering Portfolio Contest Stocks Reveal: https://podcasters.spotify.com/pod/show/the-smattering/episodes/32--Smattering-Portfolio-2023-Reveal-e1sm10p 
We would love feedback on the show. Share with us at: 
Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow 
Check out our YouTube channel for more content: 
https://www.youtube.com/@TheSmatteringShow
Find the 2023 Smattering Portfolio here: 
https://tinyurl.com/Smatterfolio2023

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