In this video I am revealing for you my entire investment portfolio across all of my investment accounts, including my dividend stock portfolio and being fully transparent on how I invest all of my money and why.
Link to the Patreon Community:
MY EXACT Dividend Stock Portfolio — See it in M1 Finance! ||
MY EXACT Emergency Fund Portfolio — See it in M1 Finance! ||
This communication/content is for informational purposes only and is not intended as personalized investment advice, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles.
00:00 Introduction
01:27 Overview of All Accounts
01:51 401(k) retirement account
04:22 Dividend Stock Portfolio
07:27 Disneyland Fund
09:08 Emergency Fund
10:32 Roth IRA Account
12:45 M1 Finance Account…(read more)
LEARN MORE ABOUT: IRA Accounts
INVESTING IN A GOLD IRA: Gold IRA Account
INVESTING IN A SILVER IRA: Silver IRA Account
REVEALED: Best Gold Backed IRA
Thank you for these great videos! It’s May 2022 now,have you made that Disneyland trip you talk about in this video?
I wouldn't consider you an "average Joe" just because you name is Joe. An average person doesn't make a bunch of YT videos and seem obsessed with retiring early. I am retired early and I do NOT use dividend stocks, nor do I use any of your techniques. I have my own system and methods that work well for me.
Just curious and for my understanding…why don't you invest in growth and transition balance to dividends once you start your trip?
I subscribed. Thank you for sharing. I’ve been investing into my 401k, thanks for the insight. I just started dividend investing 6 month ago. So I’m on my way. I understand that it’s takes time.
Hi Joe, let me ask you yet another "getting started" type question. I know you can't give financial advice, etc. But as I look at the stocks in your portfolio, one thing that jumps out is they are very unevenly weighted. My question is, did you start them out that way, saying "I'm only going to put 2% into this stock because reasons, while I put 8% into that one," or did you just say "I'll put 5% into each of these 20" and the difference is now the result of dividends and appreciation. As I look back thru your recent updates, you seem to be MOSTLY dividing the money among the stocks fairly equally with a lower percentage in QYLD etc.; except in your July 9 update, where the allocation was very uneven. I would be really interested in hearing your philosophy on this. Thanks and blessings!
thanks for the content – I subscribed! Your blurred item got uncovered at 10:40….
Why so little into QYLD and RYLD? I don't know, maybe I'm a sucker, but those make up the largest percentage of mine. But I just want the income more than the growth.
Good work! Happy for you! Keep on keeping on!
Nice concept in your Roth IRA. Im 26 and my roth is my first investment. I have 25% FSMDX, % FSSNX, 25% SCHX and 25%VUG. Im thinking to add FZROX and equilibrate each stock to 20%, what you think?
Hello Joe. Great video. One question. What type of account you opened at fidelity for the Disneyland fund?
Hello, I also have a fidelity account through work, How do you change your SPAXX % of account? This was set up a long time ago and I don't know how to change % weighted of the portfolio. Thanks
I am new to this. To my knowledge you can contribute a total of $6000 yearly to your Roth and around $19k to your 401k through your employer. How is everyone contributing so much? I would love to put more in my Roth because I feel it has the opportunity to perform better, plus my employer doesn't match anyway. Can someone explain how I can invest more? Thanks.
Glad to see that you finally see the light. QYLD is great for cash flows, no need to hate on it. It has a place in a diversified investment strategy.
I subscribed.
Subscribed! I’m a landlord starting my dividend journey.
Thanks for sharing Joe! I would love a video on where you were when you started investing. You are inspirational.
really good video.,…thank you for the enlightment.
Great video, Joe! I take a lot of your advice and it's really paid off. For your dividend portfolio, disneyland, and emergency funds, are they all in separate taxable brokerage accounts with Fidelity? I'd also be interested in your back story- I think you referred to it as your origin story. I'm a huge fan!
New investor here, just recently opened a Fidelity account and I like and interested in your different accounts. Do you have multiple brokerage accounts under the same user?
Yes I love it I had 0 too
Well Joe if you like amusement parks let me know I would personally buy you tickets in parks in Pennsylvania
I got a 403b wondering how to maximize
Great job Joe! I wished I would've started earlier, but am so glad I have a small nest egg that is continuing to grow. Start early and invest often, even if its not much. Time is the most valuable asset we have. I have my teenage sons also watching your channel so they can create and build their financial empires.
Thanks Joe. Your strategy was more to interesting to me (then the $ amounts) and how you operate your investments.
Love the honesty. Great video. Ty Joe
I was also thinking of putting my emergency fund into the market…. thanks for sharing your process on this and where you have it parked!
Joe, just awesome…. Thank you
You're missing some good Closed End Funds.
Can't wait to get where you are at. I put 10% in my 401K/Roth when I get paid, which I don't really watch. Then I put $400/paycheck in a dividend portfolio. They say the first $100K is the hardest.
Why not be in ETF funds as opposed to Mutual Funds?