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Planes, Trains, and Stash! Holiday-Themed Portfolios

December 14, 2018

3 min read

The holidays are a time for fun and games. And for us at Stash, we find fun in investing—so, we thought we’d blend investing with one of the more amusing traditions of the holiday season: Christmas movies.

We’ve picked a few of the most popular Christmas films and tried our best to determine, thematically, what types of investments most closely align with them.

Is this for real? Sort of! While Stash doesn’t actually recommend that you model your investment portfolio on elves and holiday-ruining burglars, it’s a lesson in diversification, a key part of The Stash Way.

Let’s get started:

“A Christmas Story”

“A Christmas Story” is the tale of Ralphie and his quest to get a Red Ryder BB gun for Christmas. It’s become such a beloved classic, some TV networks run the movie continuously, 24-hours per day.

So, if we were to “leg-lamp” a portfolio, here are some of the industries we would be interested in:

“It’s a Wonderful Life”

This 1946 holiday classic, starring Jimmy Stewart and directed by Frank Capra, is actually fairly dark. But everything works out in the end, after the drunken car crash, suicide attempt, and chance meeting with an agent of the Almighty.

For Stewart fans, here’s how we might want to model your portfolio:


This comedic Christmas flick, starring Will Ferrell as a confused man who believes he’s one of Santa’s little helpers, will leave you with a hankering for maple syrup. But what does it look like as an investment portfolio?

Here’s what we think:

“The Santa Clause”

Tim Allen accidentally kills Santa and is then contractually obligated to become the next incarnation of jolly red giant. Oh, and his adversary in the movie is Judge Reinhold. It’s worth a watch.

As for the investments?

“Home Alone”

A young Macaulay Culkin is left home alone in this 1990 holiday classic. How does that premise, and all its subsequent hijinks, fit into an investment portfolio? Here you go:

For more fun, games, and holiday madness, subscribe to the Stash newsletter.

By Sam Becker

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