I reveal EVERY stock, bond, and security in my $49,360.48 Roth IRA portfolio in this video!
Watch the entire video, because there are WAY too many stocks to list in this video description!
A Roth IRA is a great way to invest in a tax-advantaged retirement account.
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ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
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DISCLAIMER: I am not a financial adviser. 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 channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion….(read more)
LEARN MORE ABOUT: IRA Accounts
INVESTING IN A GOLD IRA: Gold IRA Account
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REVEALED: Best Gold Backed IRA
As someone who is constantly saving and investing, I am excited to share with you my Roth IRA portfolio. Over the years, I have carefully researched and selected various stocks and funds to help me achieve my long-term financial goals. Today, I am proud to have a total of $49,360.48 in my Roth IRA account.
First, let’s break down my portfolio by the different types of investments. As of writing this article, I have 14 different holdings within my Roth IRA. These holdings include:
– Vanguard Total Stock Market ETF (VTI)
– Vanguard FTSE Developed Markets ETF (VEA)
– Vanguard FTSE Emerging Markets ETF (VWO)
– Vanguard Small-Cap ETF (VB)
– iShares Core S&P Mid-Cap ETF (IJH)
– iShares Bond ETF (AGG)
– iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
– iShares MSCI EAFE Value ETF (EFV)
– iShares MSCI EAFE Growth ETF (EFG)
– iShares S&P 500 Growth ETF (IVW)
– Johnson & Johnson (JNJ)
– Procter & Gamble (PG)
– Microsoft Corporation (MSFT)
– Apple Inc. (AAPL)
As you can see, I have a diversified portfolio that covers a variety of sectors and geographic regions. My largest holding is the Vanguard Total Stock Market ETF (VTI), which makes up 25.66% of my portfolio. This ETF tracks the performance of the CRSP US Total Market Index, which includes about 3,550 publicly traded companies in the United States. This ETF provides exposure to the entire U.S. stock market, making it a great core holding for any portfolio.
Another large holding in my portfolio is the iShares Bond ETF (AGG), which makes up 9.62% of my portfolio. This ETF tracks the performance of the Bloomberg Barclays U.S. Aggregate Bond Index, which includes investment-grade U.S. bonds. This holding provides diversification and a source of income to my portfolio.
In terms of individual stocks, I have chosen to invest in well-established companies that have a track record of success. Johnson & Johnson (JNJ), Procter & Gamble (PG), Microsoft Corporation (MSFT), and Apple Inc. (AAPL) make up a significant portion of my portfolio at 8.87%, 8.35%, 7.51%, and 5.49%, respectively. These companies have strong financials, solid management teams, and are leaders in their respective industries.
Overall, I am happy with the balance and performance of my Roth IRA portfolio. While I do check my account regularly, I am a long-term investor and do not make changes based on daily market fluctuations. Instead, I focus on maintaining a diversified portfolio and making adjustments as needed to achieve my financial goals.
I hope sharing my portfolio with you has provided some insight and inspiration for your own investment journey. Remember, investing is a marathon, not a sprint, and it’s important to do your own research and make decisions that align with your personal goals and risk tolerance.
Do you have a Roth IRA?
Technically speaking your better off holding a bit more risky indexes like VOO in a Roth and more conservative ones in pretax accounts to take advantage of the tax code. I do love the target date funds. Just prefer them in a pretax account. Great video tho!
Going through your videos & lots to learn. Thank you for what you do!
Hope your account has grown substantially my friend.
not sure why this video came up today dec 28 2022 hopefully your roth dosent still just have this one holding
I have a 401K that I rollover to Chase Bank 7 years ago but since then I a losing a great deal of it
I doubt you'll see this because the video is a bit old. I'm currently working on setting up my Roth IRA and am looking to do split of two 2060 funds (VTTSX, FDKVX), and a total market index like SPY. I figured I wanted to have an aggressive target fund weighted most (currently thinking 65%), a more conservative one weighted less at ~25% and the total market index at 10% if the floor drops. Any thoughts?
I also have acorns. Do you recommend to keep it?
So is your Roth with Vanguard or the M1?
Guys when you have a 401k. You can roll over on your Roth IRA.
That’s not low. You’re doing good….when you get in your 40’s you should be at about $60k so you’re doing good
Marko, are you still investing into the target date fund for your Roth Ira or have you re-aligned funds to something else?
TQQQ does 50 percent annual on avg.
Another YouTube stock bro
Thank you.
I have VTSAX and VNQ only in my Roth.
My Roth IRA is VTI 70% Vxus 20% and schd 10% ..I don’t know if I’m doing it rite
I just opened a Roth IRA at 35 but I want to be retired in 5 years so I'm going for max aggressive growth!
Just buy $SPY or $VOO
Marco, do you have any information on Roth IRA withdrawal rules. For example, 59 1/2 and five years recipe.
Target date funds include bonds. I thought it was better to have 100% stocks in your Roth IRA and keep your bonds in your tax deferred accounts?
VFIAX FOR ME 🙂
So what you are saying is you made only 24% in 10 years that's less then 3% a year. That makes no sense. Can someone explain if I am looking at this correctly and how this is good?
if i was born in 1999, do I have to choose the 2065 because I will be roughly 65 in that year or can I choose the 2060 since I will be past 59 1/2 that year?
I really like your videos except for this one. At your young age, I totally disagree why you’ll want any BONDS especially to your ROTH IRA.
I’m already 53 year old. There’s no way for me to put bonds in my ROTH. All the ETF that I have over there are all GROWTH and AGGRESSIVE like VTI, VGT, VUG, VNQ.
Don’t get me wrong. It’s okay for me to have bonds especially in my TRADITIONAL IRA but NOT in my ROTH.
No suspense – right to the point – thanks Marko!
How does it grow? I mean I'm putting money in my Roth ira target retirement fund with fidelity. So far I have $500 I deposited in. I can only afford 100 a month right now. it looks like its just a savings account. I'm not making anything xtra from it. How do more? I just don't get it.
Hi Marko and others here, hope I can get some answers. I'm a newbie investor and still doing my homework. Sorry for super basic questions:
1. I'd like to invest in Vanguard funds for my Roth IRA, is it true that Vanguard funds are available only via Vanguard brokerage and some independent robo advisors like M1 Finance?
2. Is it easy to self manage a Roth IRA that only has a target fund like Marko suggests here? I know brokerages are pushy about wanting to manage our investments.
3. Fidelity vs Vanguard for Roth IRA?
4. Pros/cons of having a Roth IRA on M1 Finance?
I dont see vffvx in my M1 account
So I'm gonna be 60 years old in 2045 would I still be able to buy a target date fund for 2055 and withdraw in my 60s around the year 2045.I guess the funds gonna be a little more aggressive towards stocks and less towards bonds? Hope u got my question thanks .
Still expensive fee!!
Do you suggest have a percentage of Bitcoin IRA part of my Roth IRA portfolio?
I am sure this is not his only investment account
Like video clip think about getting Roth IRA More info
Marko – thanks for the video! Question- is this Roth IRA a hedge against inflation?
Look at how few people actually watch this kind of content….everyone in our generation gonna be real real broke.
Does m1 finance have this?
Is it smart to do this with traditional ira?
how to start a roth ira with m1 and vffvx? is that account and fund safe there if m1 goes away? i dont have any retirement so idk how people check and access their retirement funds anyway