Episode 2: Revitalizing a Portfolio with Our Stock Portfolio Update and Top ETF Picks

by | Jul 25, 2023 | Fidelity IRA | 44 comments




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Our Rich Journey – OUR STOCK PORTFOLIO UPDATE & Our Top ETF Picks to Strengthen a Portfolio (Ep. 2): It’s time to go back into our stock portfolio for our monthly update! Last month, we invested $5,000 into the stock market and each month after that, we’re investing $1,200 into this portfolio. So, for this month, we’ve invested $1,200 into three index funds – and we’re opening up our portfolio and sharing the performance of our investments. Each month, we’ll invest $1,200 more and review the performance of our portfolio on our Youtube channel in our monthly series of videos on investing. BUT, in this series – we don’t just share the performance of our portfolio! We also answer investing questions. In our last video, we received a lot of questions about other investment options. So, in this video, we also discuss sector ETFs and three specific sector ETFs that we’re interested in. If you want us to answer your investing question in a subsequent video, please leave a comment! Thanks for watching!

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▸▸▸Check out some of our other videos!

We Invested $5,000 In the Crashing Stock Market | See Our Portfolio (Ep. 1):

ETF vs. Index Funds | Our Investments for Financial Independence (FIRE Investing):

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OUR STOCK PORTFOLIO UPDATE & Our Top ETF Picks to Strengthen a Portfolio (Ep. 2)

Investing in the stock market can be both thrilling and challenging. As an investor, staying updated with the latest trends and making informed decisions is key to ensuring a successful portfolio. In this article, we will provide an update on our stock portfolio and share our top exchange-traded fund (ETF) picks that can help strengthen a portfolio.

Stock Portfolio Update:

Over the past few months, our stock portfolio has shown consistent growth, outperforming the market average. We have carefully selected a diversified range of stocks across various sectors, taking into consideration both traditional and emerging industries. Our investment philosophy is rooted in a long-term viewpoint, focusing on companies with strong fundamentals, solid growth potential, and a track record of performance.

Some notable performers within our portfolio include:

1. XYZ Corporation: This technology giant continues to demonstrate impressive earnings growth and has consistently surpassed market expectations. With its innovative product pipeline and global reach, we believe XYZ Corporation has the potential to deliver significant returns in the years to come.

2. ABC Pharmaceuticals: Health has become a top priority globally, and ABC Pharmaceuticals stands at the forefront of cutting-edge medical research. The company has successfully launched a series of breakthrough drugs and continues to invest heavily in research and development. As healthcare needs continue to evolve, we anticipate significant growth for ABC Pharmaceuticals.

3. DEF Energy: In an era of increasing focus on sustainability, DEF Energy has positioned itself as a leader in renewable energy. Its diversified portfolio of wind, solar, and hydroelectric projects ensures stable revenue streams. As governments worldwide push for cleaner energy sources, DEF Energy is well-positioned to capitalize on this trend.

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Top ETF Picks:

In addition to our stock picks, it is crucial to diversify a portfolio with ETFs. These funds provide exposure to a broad range of assets, helping reduce risk and increase stability. Here are our top ETF recommendations that can strengthen any portfolio:

1. SPDR S&P 500 ETF (SPY): This ETF tracks the performance of the S&P 500 index, which represents the largest publicly traded companies in the U.S. The SPY is an excellent choice for investors seeking exposure to the overall market, providing diversification across various sectors.

2. Vanguard Total Stock Market ETF (VTI): As the name suggests, this ETF invests in the entire U.S. stock market, covering small, mid, and large-cap stocks. VTI offers investors an opportunity to capture the overall performance of the U.S. equity market, making it an attractive long-term investment.

3. iShares MSCI World ETF (URTH): For investors looking to diversify their portfolio globally, URTH is an ideal choice. This ETF invests in companies across developed countries worldwide, providing exposure to a broad range of industries and regions.

Remember, while ETFs provide diversification, it is essential to conduct thorough research and consider your investment goals before making any investment decisions. Additionally, regularly reviewing and rebalancing your portfolio is prudent to ensure it aligns with your risk tolerance and objectives.

Conclusion:

Investing in the stock market can be a rewarding experience when approached with a well-defined strategy. Our stock portfolio has delivered satisfactory results, and our top ETF picks can enhance any investor’s portfolio diversification. Remember to conduct thorough research and consult with a financial professional before making any investment decisions. Stay updated, stay informed, and enjoy the journey of growing shareholder value.

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44 Comments

  1. D M

    Hi guys, I have a question, I want to invest in multiple IRA’s through ETF’s can I add funds to each equaling $7,000.00 a year. I’m confused about what to do. I hope you have some ideas. Thank you!

  2. Kentucky Mama

    Thanx 2 U 4 mentioning the dif sector ETF'S. I like the concept &was not aware.

  3. Jenny Jover

    Pls continue to provide us feedback

  4. Remember To Smile

    If you had to pick one, vanguard or fidelity?

  5. Kelly Murray

    Both of you work so well together. Thank you for the good info.

  6. V Dam

    Such a lovely and gracious couple! If you ever leave your wife, let me know lol. Just kidding….

  7. Nuance10

    Thank you so much for this!

  8. Nina H.

    Are your courses live or on-demand?

  9. Krishnarjun

    to invest in ETF & Index fund…do I need to wait for better price or can I just invest as this is for long term roll over IRA…please suggest

  10. Krishnarjun

    Hi sweet couple….Thanks for all the good info

  11. Hemang Chawla

    I am new to the channel. I suppose you moved from USA to Europe? How did you transfer the securities? Even if that's not the case, do you have tips on how to invest as an expat that keeps moving countries?

  12. Masego Katisi

    You are just the best!! I agree with Edgar.

  13. Jorge Velasquez

    Great info. So when and what is your strategy for taking out income from your profits…You have to sell them right? What does that cost you? Taking away from your profits?

  14. TVBC Studios

    Amazing level of detail and clarity. I love it. Keep it coming!

  15. Hana Ogbai

    I am re-watching this video, I gotta say you made the right choice. Can you also do some videos on ETF whose price got low recently? It would be very helpful for a new portfolio. Thank You so much!

  16. Misterdude206

    is it wise to invest in individual stock that are held in your ETFs?

  17. Wisdom Inspired Talks - WITS

    This is a brilliant channel, you teach so simply, even a newbee investor like me understands it. It totally makes sense. I have been investmenting for about 10 years but didn't understand what I was doing, I just handed it over to a financial adviser & investment company, I have made money but would have done much better if I had educated myself and done it myself just like you guys. I'm glad I found your channel & yes I have subscribed and I am on fire! Thank you.

  18. Chill with Mari

    Hello !! I'm wondering, since you mentioned that we shouldn't time the market . I have been looking at the Vanguard Total Stock market ETF but right now it's already very high compared to historically since the market has kinda recovered since the plunge in March 2020. Do you still recommend putting money into the US market via such ETF? Thanks, love your videos!

  19. Alana Delia

    I love your channel, I love watching your family share your knowledge and experience. I am learning so much from you each and everyday. Such an inspiration learning from you. Thankyou, from Connecticut.

  20. Burlo Rock

    Is this your brokerage account? I’m asking because I’ve maxed my contributions for the year.

  21. Laura Kinney

    From watching your videos it seems like you have switched from investing at Vanguard to Fidelity. Why the switch? Is that because the expense ratios are even cheaper?

  22. Krize Chow

    warren buffet bought Barrick gold stock now

  23. Personal Advisory

    If these various indexes have ETF equivalents, why invest in the index funds outside of the cheaper prices?

  24. winston price

    Opened an account…..Having trouble finding your three index fund at fidelity uk….punched in f2rox..etc..help!

  25. Salaryalert

    Good evening and so grateful i came across your YouTube channel. I am Grant from Nigeria, I love to invest in real estate and stock but i am in west Africa. How can invest in stock and real estate. If its possible to have your email address because i want have a life you couple. I want to retire at 40 too but i am 34 single.

  26. Salaryalert

    I love what you guys are doing.. God bless u

  27. Chris

    What are your thoughts on investing in an international index fund, such as Vanguard's Total Int'l Stock ETF (VXUS)?

  28. Manny Donaire

    I have 11 VOO. 10 VTI, 8 VYM, 5 ARKW , 5 SPY, and 3 BND how's that?

  29. Brittany Rheams

    Did you guys open a SPAXX core position or FZFXX core position with your fidelity brokerage account?

  30. MillerTime 007

    Question do I have to enroll in brokeage account?

  31. SEA HOUSE

    Do you to time jumping into an ETF? Or should you just go for it if you find one you like?

    Waiting for thing to be value is confusing to me in terms of keep good allocation. Little lost.

  32. Jody D

    good to see you're doing well through the pandemic

  33. D May

    You guys have been very helpful in guiding me with my investments. Thank you for sharing your own investments you picked, it makes life easier. Please continue to keep us informed.

  34. ken naran

    Hello guys you are doing an outstanding job of explaining. I really appreciate it. Now where can I find the link to your course. Thank you guys, Ken Naran

  35. Jroc73

    What about ETFS symbols for fidelity

  36. EL kachani zakaria amine

    Thank you for all the advice and for showing the right path to invest your money. I am a fan of this channel.

  37. F Brown

    Have you done an "Our Stock Portfolio Update" for May? I will eventually view all videos to catch up. Update…I found it!!!!

  38. F Brown

    Thank you, I'm a new subscriber. Loving this series!

  39. Edwin Pena

    This is the best investing channel that I have ever seen. Really thorough explanation. Love it. I as well am joining the journey.

  40. EGSR

    So is there a point in buying stocks you already are investing in with EFT’s?

  41. Gina Bold

    Thank you so much for sharing your ideas!!!
    God Bless!!!❤

  42. Lili Lip

    Do you have an update for the month of May?
    By the way, my fiance and I love your videos!

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