In this video, I will be showing you my entire SEP-IRA (Simplified Employee Pension Individual Retirement Arrangement) account’s portfolio on M1 Finance. How I have built this retirement investment account since the beginning of March of 2018. At least twice a month, I have been contributing money to this account. I will be providing you with future update on this portfolio.
Sign Up For M1 Finance:
My SEP IRA entire investment Pie:
My Own Personal curated Pie, Robots and AI ETF:
——————————————————————————————————————-
The future of investing is Personal Capital! Sign up with my link & get $20. Terms apply.
——————————————————————————————————————-
0:00 Introduction
0:19 SEP IRA Overview on M1 Finance
1:38 How to Add Slice or Pie on M1 Finance
2:23 What is “Expert Pies” Hedge Fund on M1 Finance
3:00 Expert Pies: Tiger Global Management’s holdings
5:10 Expert Pies: Coatue Management’s holdings
6:41 Robotics & AI ETF
8:02 SEP IRA’s combined total holdings
10:20 Investment Checkup on Personal Capital website
———————————————————————————————————————-
ABOUT ME::
The goal of this channel is to document my investing journey, hopefully all the way to retirement, PROBABLY SOME TIME IN YEAR 2077 (the Year of Cyberpunk). My investing approach on this portfolio is not to just on growing dividend or paying for my living expenses (too small). It’s mainly net worth.
If you like the content or have any questions or feedback, please leave a comment below, like and subscribe for future videos. Thank you!
*** This is NOT a sponsored video by M1 Finance. This is purely my choice of brokerage firm to invest SEP IRA retirement account. Due to M1 Finance’s pie/slices design, the platform allows me to invest by weights instead of number of shares of stocks or funds. ***
*** This is NOT a sponsored video by Personal Capital. I really enjoy using Personal Capital to keep track of my financial accounts and net worth. ***
DISCLAIMER: Random Walk Finance channel videos are NOT financial/investment ADVISORS, BROKERS OR DEALERS. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons….(read more)
LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Please make a follow up video
Where does that account balance stand as of today?
Those were some great stock picks
When you set up your SEP IRA with M1, did you need to sign any extra papers or pay any extra fees?
My wife wants to make one in M1 for her small business. We have one employee, but they have worked for us under 3 years so we don’t need to include her (at least not this year).
Great video, left you a like! I also make similar content!