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The Portfolio that Fell Out of a Coconut Tree
Episode 300

The Portfolio that Fell Out of a Coconut Tree

Student Loan Planner · Travis Hornsby

August 23, 202431m 59s

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Show Notes

Ever wondered how politicians invest? Join me and special guest Meagan McGuire as we discuss the portfolios of Vice President Kamala Harris and other political figures. We'll explore the importance of a balanced portfolio and share our personal experiences on the value of seeking professional advice.

In today's episode:

03:33 Kamala Harris's portfolio that Meagan calls "vanilla boringness" 04:58 Senator Clinton's optimized, low-cost, passive investment portfolio 07:11 Speaker Pelosi's net worth and a breakdown of direct indexing 14:54 Trump's investment portfolio, types of holdings and the value of his real estate 21:20 Practical takeaways and lessons from their financial strategies

Link mentioned: Coconut tree meme, explained

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