29-Year-Old Discloses Full $6 Million Investment Portfolio

by | Sep 25, 2023 | Fidelity IRA | 45 comments




Here is a breakdown of my entire investment portfolio, why I made each investment, and how I was able to build this up over 12 years – enjoy! Add me on Instagram: GPStephan

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For those who don’t watch the entire video:

First: A single family rental property bought in 2012
This was purchased through several years of savings as a real estate agent, and purchased as a short sale near the bottom of the market

Second: Another single family rental property bought in 2012
This was also bought with savings while working as a real estate agent. It needed minor renovations.

Third: A triplex in the same area bought in 2012
This needed some work, but was in a great location – I sold my car to help fund this deal

Fourth: A Single Family Home bought in West Los Angeles in 2016
This was bought with several more years of savings as a real estate agent

Fifth: A duplex bought in mid-city in 2017
This was in a very central location, and is now known as “The $0 House” because I was able to cash out refinance my entire investment out from the property to re-invest elsewhere

Sixth: Another duplex bought in mid-city near Inglewood in 2018
This was bought because it was a great value, could be rented out with a possible 2nd bedroom, and was close to so many new developments and construction

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Seventh: Cash Holdings / T Bills / Liquid Investments
This is while I’m searching for the next “big” investment

Eighth: Retirement Accounts
This includes Roth IRA / Sep 401k investments through a vanguard index fund

So there you have it – that’s my entire investment portfolio for you to see, and I really hope this was able to give you some insight as to how I manage my money, what I look for, and how I invest. It all starts from something small, finding work that you enjoy and pays well, living below your means, investing consistently, and…of course…do I need to say it?…smashing the like button.

For business or one-on-one real estate investing/real estate agent consulting inquiries, you can reach me at GrahamStephanBusiness@gmail.com…(read more)


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Revealing My Entire $6 Million Investment Portfolio | 29 Years Old

As a 29-year-old investor, I have had my fair share of ups and downs in the world of finance. From volatile markets to unpredictable economic conditions, my journey has been filled with intense learning experiences. Today, I am excited to reveal my entire $6 million investment portfolio, which has seen remarkable growth over the years.

Diversification has been the key to success in my investment strategy. I have carefully allocated my funds across various asset classes to ensure minimal risk exposure. A significant portion of my portfolio is invested in the stock market, with holdings in both individual companies and index funds. By diversifying my investments across different sectors, geographies, and company sizes, I have mitigated the risk associated with any single stock or market.

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Furthermore, I have also allocated a portion of my portfolio to fixed-income securities, such as government bonds and high-quality corporate bonds. These serve as a safe haven during market downturns and provide stability to my overall portfolio. Though the returns from these investments may not be as high as equities, they offer a steady stream of income and act as a cushion during turbulent times.

Real estate has also been a significant contributor to my investment success. I have invested in both residential and commercial properties, leveraging rental income and property appreciation. Real estate investments have provided me with a stable source of passive income while diversifying my portfolio beyond traditional financial instruments.

In recent years, I have also ventured into alternative investments, such as private equity and venture capital. These investments offer the potential for substantial growth but come with higher risk levels. As a young investor with a long-term perspective, I am willing to take on these risks in pursuit of higher returns.

To manage my portfolio effectively, I employ a disciplined investment approach. I constantly monitor market trends and economic indicators, adjusting my holdings accordingly. I believe in the power of research and stay well-informed about the companies and sectors in which I invest. I also follow a systematic rebalancing strategy to ensure my portfolio weightings align with my long-term goals.

While my portfolio has experienced significant growth, it is essential to acknowledge the numerous challenges and setbacks I faced along the way. Market downturns, economic recessions, and personal mistakes have all tested my resilience. However, I remain steadfast in my commitment to long-term investing and making informed investment decisions.

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I share my investment journey not to boast about my achievements but to inspire others to embark on their own financial journeys. It is crucial for individuals, especially young adults, to start investing early and prioritize building a diversified portfolio. Time is a powerful ally in investing, and starting early allows for the compounding effect to work its magic.

However, it is important to note that every investor’s journey is unique, and what works for one person may not work for another. It is essential to conduct thorough research, seek professional advice when needed, and consider personal risk tolerance and financial goals.

In conclusion, my $6 million investment portfolio at 29 years old is the result of careful planning, diversification, and disciplined investing. While it has grown significantly over the years, it is important to remember that investing is a long-term game. I remain committed to continually fine-tuning my portfolio and seizing opportunities that arise in the ever-changing and dynamic world of finance.

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45 Comments

  1. Adonis Orion

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

  2. Laila Alfaddil

    With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly—which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $275k bond/stock portfolio

  3. Micheal Wrubell

    To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?

  4. Henry Harper

    Investing can be really dangerous, I would advice newbies to always start up their investment journey with an expert.

  5. Paula Maris

    I'll forever be thankful to you you've changed my whole life continue to preach about your name for the world to hear you've saved me from a huge financial debt with just little investment, thanks so much Mrs.Ivana Marich.

  6. FestiveParrot

    I cant stand this guyt, dont know why.. Maybe I just get a sense he has like a napoleon complex from being so tiny and ugly

  7. BowtieBilly747

    Graham I’m sorry, but, you are kinda fuckin annoying lol

  8. Penny Twoong

    Your ads are horrendous – can you opt out of such crap as a creator?

  9. Max Devenney

    Graham I hope all is well!, like button smasher here with a question. When you mention investing in S&P 500 AND Total Stock Market, are you referring to total domestic or global? (When I think about this I’m thinking about ETF’s like VTI vs. VT).

  10. Jennica Fulton

    Love your videos man ❤ super inspirational

  11. angelika Bernat

    I must admit that this is a great video but we must know that Cryptocurrency trading is a very volatile one as such is too risky for beginners without basic knowledge to make good fortune out of it, I suggest you invest with a reputable broker and enjoy your returns.

  12. Samatha Masom

    i'm no longer waiting for the grant loan because i earn $ 46,700 every 10 days recently

  13. Luxchannel X

    You have a brilliant mind my friend

  14. Steven paul

    Someone told me that it's the best time to buy because there will be a huge pump

  15. Hannah Ava

    I will forever be indebted to you you've changed my whole life continue to preach about your name for the world to hear you've saved me from a huge financial debt with just little investment, thanks so much Mrs. Lisa Preston

  16. Jstunna

    i'm sure by now id be a multi millionaire, but my money goes to eating out i'm sure. i gotta change that lol

  17. James Aquitania

    Đức Phúc tuyệt vời. Giọng hát ấm áp và hay quá

  18. Test

    Hi Graham. Did live with your parents when you started out in real estate? I'm looking to start in commision based insurance sales and am thinking about moving back in with my mom for a bit to get started. Thanks for your videos.

  19. Ted C

    MULN Mullen automotive ev

  20. Rise Love

    I appreciated it as well! But don't you worry about the people that tag your location? Being rich in public?

  21. Sam Owens

    Lately, I’ve been less dependent on my 9,5 job to cater to my needs as my investments in the stock market cover my lifestyle. It's been a source of passive income for me.Major thanks to Jane Marie Kunak my advisor.

  22. tom griffiths

    Dude it's so funny, I went to Crossroads and I remember seeing you posting pictures on facebook with that Lotus and thinking "wow either this kid is crushing it or his parents are loaded" haha. Glad to see how great you're doing

  23. Grant

    im over here at 31 just trying to come up with 10k for a down payment on a house to live in lol

  24. Andrew

    Hi Invest in a secure platform and broker where you will not lose your funds. I'm new to trading, but I met Mr. Raini Titan here on YouTube where he teaches people to trade forex and stocks. which he guides me with a super platform and amazing strategy. I thought it was a scam, but finally I cashed my first $ 57,000 profit last week, he is very reliable and honest, he always tells me the actual time of buying and selling with 100 profit from his one-on-one master training…..Stay bless.

  25. Geoffrey R

    Would you reccomend any videos or do you have any videos yourself on options investing?

  26. itzyaboikdo

    do you have a video where you show us how you track your portfolio's annual return percentage?

  27. Jason DiStefano

    Do you own your properties personally or through a company like a LLC?

  28. Nathan Tyler

    This is really an amazing video for those who want to move financially, Forex requires the expertise of a professional broker,
    that is why i have made huge profits since i started trading with Mrs Jessica Borst.

  29. Comitbomit

    I’m glad I saw this video cuz every once and a while I would watch these videos I would just wonder where the Orange car was if you loved it so much

  30. Comitbomit

    Is your garage painted black because the lights not lighting up the room confuses me

  31. William Gates

    This was very informative information but you had a tactical advantage by being a realtor so you access to property information. Like having aces to the MLS data bases. But you still have to have buying power

  32. Gavin Piersol

    Why do you not put more money into your Roth IRA, wouldn't that only help with taxes?

  33. Gavin Piersol

    How are you able to have properties and renters yet not be a landlord or have to deal with maintenance?

  34. QuantumBob

    The taboo of discussing income and revealing what you make and what your investments are in the US is ridiculous. It all stems from companies not wanting their employees to talk to each other about what they make because it would drive up demands for higher salary/wages. It seems like younger people are shucking this old-school taboo and being more open about these things. I hope that continues.

  35. Kirk Bergere

    Graham, you are the actual definition of Bizarro for me: awesome lifestyle where you save tons. financially responsible. on the evil side…youre in the real estate game, one of the worst industries in society!

  36. Bobthebingbong

    I wouldn’t be mad if you made one of these videos every year. I know you said it seems like you’re bragging and that the numbers are getting too big. But I find them educational and like seeing where you invest your money

  37. Ryan Kennedy

    Which state does Graham purchases his rental properties in?

  38. Pablo Luis Lopez

    The guy that sold you the car is the real deal! haha

  39. Michae Charlotte

    Mr Elson Sebastian's goal is to manage your investment with totally stress-free. He's always ready to manage your Investments with calculated risk and Good returns.

  40. Randy Mueller

    What is your net worth after you subtract your debt? Did I miss this part?

  41. Havok

    Also good to mention the total debt on the homes at the time of the video.

U.S. National Debt

The current U.S. national debt:
$34,552,930,923,742

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