Revealing What’s in my Entire Portfolio including Stocks, Crypto, Cash, Angel Investments, and more.
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Timestamps:
0:00 – Start Here
0:50 – Robinhood
2:55 – Roth IRA (Vanguard)
4:17 – WeBull Brokerage
5:35 – Fidelity
7:46 – Angel Investments
9:30 – Crypto
11:20 – Breakdown
11:44 – Investment Strategy Ahead
12:20 – Cash
I also do have $9-$10k in Fundrise – this I left out of the video only because I felt it was too small of a sum.
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PS: I am not a Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel…(read more)
LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Revealing My Entire $500K Investment Portfolio
Investing has always been a crucial part of my financial journey. Over the years, I have honed my investment strategies and have managed to build a diverse and robust investment portfolio. Today, I am excited to reveal my entire $500,000 investment portfolio.
1. Stocks: ($200,000)
Stocks make up a significant chunk of my investment portfolio. I have carefully selected a mix of high-growth tech stocks and solid blue-chip companies. Some of my top holdings include Amazon, Apple, Microsoft, and Visa. These stocks have proven to be reliable performers and have consistently delivered strong returns over the years.
2. Mutual Funds: ($100,000)
In order to diversify my portfolio further, I have invested a substantial portion in mutual funds. I have chosen a mix of equity funds, bond funds, and international funds. My preferred mutual funds include Vanguard Total Stock Market Index Fund, Fidelity Contrafund, and T. Rowe Price Global Growth Stock Fund. These funds have provided me with steady growth and help mitigate risks associated with individual stock investments.
3. Real Estate: ($100,000)
I strongly believe in the long-term potential of real estate as an investment avenue. To capitalize on this opportunity, I own a couple of rental properties in prime locations. These properties generate additional income through rental payments and have appreciated significantly in value over time. Real estate provides a stable source of passive income and serves as an excellent hedge against inflation.
4. Cryptocurrencies: ($50,000)
I have allocated a small portion of my investment portfolio towards cryptocurrencies. While the crypto market can be volatile, it also presents immense opportunities for high returns. I hold prominent cryptocurrencies like Bitcoin, Ethereum, and Litecoin. Due to the speculative nature of this investment, I diversify my crypto holdings across different coins to mitigate risks.
5. Bonds: ($50,000)
Bonds form a conservative part of my portfolio, providing stability and regular income. I invest in government bonds and corporate bonds with high credit ratings. These bonds assure me of fixed interest payments and the return of principal upon maturity. Bonds are an excellent option for risk-averse investors looking for secure investments.
6. Cash: ($0,000)
While it may seem surprising, I currently hold no cash in my investment portfolio. I believe in keeping my money actively invested to ensure its growth potential. However, I maintain an emergency fund outside of my investment portfolio to cover unexpected expenses.
It is important to note that investment portfolios should be personalized based on individual risk tolerance, financial goals, and time horizon. Additionally, regular portfolio monitoring, analysis, and rebalancing are essential for long-term success.
As an investor, it is crucial to stay informed about market trends, economic indicators, and company performance. I actively track the news, read financial reports, and engage in discussions with other investors to make informed investment decisions.
My investment portfolio represents years of research, analysis, and discipline. It is dynamic and subject to changes based on market conditions and personal circumstances. However, by diversifying across different asset classes and staying informed, I am confident in the potential for long-term growth and financial stability.
Disclaimer: The above portfolio reflects my personal investment strategy and is provided for informational purposes only. It should not be considered as financial advice. It is always recommended to consult with a financial advisor before making any investment decisions.
What is your rationale for investing in many different brokerage accounts, not just 2-3? @humphrey?
Beginners in investments need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.
Why do you have multiple accounts ? Is it okay if I used Robin Hood and only used that or is there somthing like the bank where they only will give you back 250k if it gets lost / stolen whatever ?
Thanks man! Love the honesty
bro, wow!!! goals.
Are you a new investor? It's important to remember that investing and trading requires more than technical analysis and skills. Discipline and emotional maturity plays a significant role in achieving success. It's wise to keep in mind the adage of "time in the market vs timing the market," as this mentality can help you weather market volatility. With insights of my financial advisor Robin Brezik and my commitment to learning growth, I've increased my earnings in just a few months. You too can do same.
why should I have more account rather than just one?
All hail VOO and SCHD
How can I grow my portfolio to outpace inflation and maintain a successful long-term strategy? I have been reading of investors making about $250k profit within a month during downturns, and I need ideas on how to achieve similar profits.
A number of the most eminent market experts have been expressing their views on the severity of the impending economic downturn and the extent to which equities might plummet. This is because the economy is heading towards a recession and inflation is persistently above the Federal Reserve's 2% target. As I'm aiming to create a portfolio worth no less than $850,000 before I turn 65, I would appreciate any advice on potential investments.
Robinhood is a liar; they steal people's money. If you check a stock dividend yield from the actual company, for example, JEPI, it would be like 10% dividend yield; while at Robinhood, it says 7% dividend yield; they literally steal the other 3% yield; correct me if I am wrong
I began my investment journey at the age of 27, primarily through hard work and dedication. I am to share that my passive income exceeded $100k in a single month for the first time. This success reinforces the importance of the advice mentioned earlier. It is not about achieving quick wealth, but rather ensuring long-term financial prosperity.
After all the stock investment channels I've seen this is the most real, down to earth honest one yet. Respect
You're not THAT risk adverse. 🙂
Successful investing/trading is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Investing in alternative income streams that are independent of the government should be the top priority for everyone right now. especially given the global economic crisis we are currently experiencing. Stocks, gold, silver, and virtual currencies are still attractive investments at the moment.
Hope you're still holding PLTR!
appreciate the honesty… i started investing in 1/2021.. i have deposited 71K into my RH til current year… im currently 42K… down 30+k .. 75% of the lost is from AMC.. same as you had i sold AMC at 70, or even 50, i be sitting pretty good..
Please put your crypto in a hot wallet so you own your own keys! even better if you have access to a cold wallet
wow! you are very transparent bro. Good work
This video aged like wine
Fk plntr
I've been purchasing stocks since the beginning of the year, but nothing has changed. However, I've been reading articles about people who are still in the same market who have made over $350,000 in just a few months. What am I doing incorrectly?
Well, i do have my reservations about the economic crisis. Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $650K portfolio is down by approximately 20%, any recommendations to scale up my ROI before retirement will be highly appreciated.
Man made money apple is around 190 now