Stock Investment Portfolio Game Plan – How I Manage $300,000 (401k, 457, Roth IRA)

by | Nov 10, 2022 | 457 Plan | 9 comments




Stock Investment Portfolio Game Plan – How I Manage $300,000 (401k, 457, Roth IRA)
#investing #fidelityinvestments #investingforbeginners #stockmarket

In this video, I walk you through my stock investment portfolios. I think it’s important for beginning investors to visualize what a successful investor’s portfolio looks like.

In my 20 years of investing, I managed to grow my $2000 life savings into over $300,000 while paying off over $100,000 in debt.
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In this video, I share my holdings and my game plan for my emergency fund and my investment portfolios. I’m able to invest in individual stocks in my 401k and 457 retirement plans through Fidelity BrokerageLink, offered by my employer.

1:23 Emergency Fund
3:40 401K Portfolio
5:31 457 Portfolio
9:08 Roth IRA Portfolio
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DISCLAIMERS:
1. I’m not a financial advisor and this is not financial advice. This video is based on my opinion, provided “as-is”, and for entertainment purposes only.
2. Any specific promotions I mention were available when I published my video and are subject to change without notice.
3. All content is provided “as-is” without warranty.

AFFILIATE DISCLOSURE: My videos and content may include affiliate links where I receive a commission if you click on them and make a purchase. For your consumer protection, you should assume that all of my links are affiliate links….(read more)

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9 Comments

  1. Wolves Of Investing

    What are you investing in? Mutual funds, individual stocks, or other? Leave a comment below.

  2. I'm Ethan

    Your thumbnails are great

  3. Joy Mae

    Smashed the like button 12th like Thanks for sharing us your game plan I really want to grow my portfolio up to 1M before 40.

  4. Fifi Finance

    Thanks for the breakdown – good point on the matching, if we dont take it we are just leaving the opportunity to double our money that year! Big problem in the UK, seems so straightforward but as soon people hear the word pension they switch of :-/ maybe burying their head in the sand? eeeek!

  5. Mr. Dividend Investor

    Enjoyed your video! You're getting close to 300 subscribers! Nice!

  6. Danny Castro

    Great video, Dropped a like! I recently made a video on this similar topic, we should collab!

  7. Anfernee McLemore

    Awesome video brother! Having a game plan is SO important. I love this kind of content and I look forward to seeing more content!

  8. The Cardfolio

    Great stuff Donnie! Right now I have my individual stocks and 401K. I’ll probably look to open up say a fidelity or vanguard account to strictly invest in mutual funds. Another excellent video man!

  9. EasyWealthBuilding

    I agree with you, emergency funds are super important, especially in this market. My ER funds also can last me a lot longer than 6 months. Currently I mainly invested in stocks, ETFs, & real real estate. Thanks for the share. #2 like.

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