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The Solomon Portfolio
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In this video, I’ll be revealing with you my entire $30,000 Roth IRA stock portfolio. This includes every stock and fund that I’m invested in. As well as the history of when I first started investing in my Roth IRA, my Roth IRA/retirement investment strategy, and how much my investments have grown vs how much I originally invested in these accounts.
// WHAT TO WATCH NEXT:
My Entire $100k Stock Portfolio
How to Save for Retirement
How to Buy a Stock on Fidelity
Financial Order of Operations
How I Started Investing
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// MY FAVORITE BOOKS ON INVESTING & PERSONAL FINANCE:
The Solomon Portfolio (Proper asset allocation according to the Bible)
Rich Dad Poor Dad (Manage money like the rich)
// MY FILMING EQUIPMENT:
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1 Timothy 6:10 For the love of money is the root of all evil.
Disclaimer: The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice. Any stocks shown on video should not be considered “investment recommendations”. Adrienne Invests is not liable for any losses you may incur for investing and trading in the stock market.
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REVEALING MY ENTIRE $30,000 ROTH IRA STOCK PORTFOLIO | My Investment Strategy & Roth IRA Growth
Investing is a crucial financial decision that can shape our future and help us build wealth over time. One of the most popular investment vehicles in the United States is the Roth IRA, designed to provide individuals with tax-free growth and withdrawals during their retirement years. In this article, I will unveil my entire $30,000 Roth IRA stock portfolio, shed light on my investment strategy, and discuss the growth I’ve seen in my Roth IRA.
Before delving into my portfolio, it’s essential to understand the investment strategy that guides my decisions. I am a firm believer in long-term investing and do not indulge in day trading or speculative investing. Instead, I focus on companies that have a strong business model, sustainable competitive advantages, and potential for consistent growth over the years.
Diversification is another crucial aspect of my investment strategy. I believe in spreading risk by investing in various sectors and asset classes. This diversification helps cushion potential losses if any particular sector experiences a downturn, ensuring a balanced portfolio.
To paint a clearer picture, let’s delve into my $30,000 Roth IRA stock portfolio:
1. Apple Inc. (AAPL) – 15% allocation: Apple is a behemoth in the technology sector, offering a range of widely acclaimed products and services. With a strong brand, loyal customer base, and stellar financial performance, I believe Apple will continue to dominate the technology space.
2. Amazon.com Inc. (AMZN) – 12% allocation: Amazon needs no introduction. As the leading e-commerce giant, Amazon has revolutionized the way we shop and has expanded its reach into various sectors, from cloud computing to streaming services. Its continuous innovation and expansion make it a solid long-term investment.
3. Johnson & Johnson (JNJ) – 10% allocation: Johnson & Johnson is a reputable healthcare company known for its diverse product portfolio, including pharmaceuticals, medical devices, and consumer healthcare products. With a history of consistent financial performance and a strong pipeline of new products, JNJ is an anchor in my portfolio.
4. Visa Inc. (V) – 8% allocation: As the largest payment processor globally, Visa benefits from the rise of digital payments and global economic growth. The increasing shift from cash to digital payments provides Visa with ample growth opportunities, making it a reliable long-term investment.
5. Coca-Cola Company (KO) – 6% allocation: Coca-Cola is a global beverage giant with a vast array of popular brands. Its strong distribution network, brand loyalty, and continuous product innovation contribute to its steady growth. I expect Coca-Cola to remain a staple in many portfolios, including mine.
6. Other Stocks – 49% allocation: The remaining portion of my portfolio is divided among various other stocks, ensuring diversification across different sectors and asset classes. These stocks include businesses that I believe have strong fundamentals, growth potential, and stable dividends.
It is worth mentioning that the above allocation percentages are subject to change as I periodically rebalance my portfolio. Rebalancing involves readjusting the allocations to ensure that the portfolio maintains its desired risk level and alignment with my investment goals.
Since starting my Roth IRA with an initial investment of $30,000, I have seen significant growth over time. While past performance does not guarantee future results, my strategy of long-term investing and selecting companies with sustainable growth prospects has seen positive returns.
As an investor, it’s essential to remain patient, avoid emotional decision-making, and focus on the long-term outlook. Market fluctuations and short-term volatility are part of the investment journey, but with a well-defined strategy, they can be navigated successfully.
In conclusion, my $30,000 Roth IRA stock portfolio comprises established industry leaders such as Apple, Amazon, Johnson & Johnson, Visa, Coca-Cola, and other diversified stocks. I firmly believe in a long-term investment strategy that includes diversification, thorough analysis, and maintaining a balanced risk. While my portfolio has experienced growth, it is essential to conduct your research and seek professional advice before making any investment decisions. Happy investing!
Check out the 10 BIGGEST investing mistakes I've EVER made https://youtu.be/4oFfjgMST3E
Yes, glad to see this.
Big ups to everyone working effortlessly trying to earn a living while building wealth. I'm 40(retired worker) and my wife 34. We are both retired with over $3 million in net worth and no debts. Currently living smart and frugal with our money. Saving and investing lifestyle made it possible for us this early even till now we earn monthly through passive incomee.
what mic do you use?
I've subbed because you gotta love a Christian finance channel ❤
oneq has .21% expense ratio vs schd having a .06% expense ratio with similar returns.
Do you like fidelity's zero index funds?
I am a novice trying to balance my IRA portfolio as I am new at this it feels like I am playing catch up and was obsessing with numbers, watching a bunch of videos. Thank you for the reminder that it's cool but it's just a tool and I loved how you gave Jesus the praise and glory for you to have this portfolio it was so refreshing to see
My biggest mistake is not opening a Roth IRA in my early 20s. I'm in my early 30s now and just opened one recently
I just subscribed! Congrats on everything! I should have a lot of money, but I have helped friends, and family my whole life. I get compared to people a lot like so and so has a houses, this much money, a boat, 3 cars, blah blah. Then I tell them about my story about how I knew a girl who had kids and worked hard and struggled. They were about to turn her electric off and I wrote her a check for 1,200 dollars right then. I have just gave 20’s and 50’s away to people in need. I’m not saying druggies, alcoholics, etc… People who really need it. When people talk like they, I want to ask them how much they have gave to Churches, homeless shelters, friends and family in need, etc… A lot of people I know are like this world. Full of greed and money. As long as it doesn’t effect then they don’t care at all. It’s a sad world we live in! I wish you the best in 2021, God bless!!!
Thank you for another great content! I have a question I am in my mid 40s and just opened a new ROTH IRA. This is what I came up with:
VTI 50%
SCHD 15% (added for dividend purposes)
VXUS 15%
REITs 10% (custom portfolio with about 1o reits)
BND 10%
Please let me know what you think of this. Do I need SCHD/REITS? Allocation %? Thank you so much for all your videos!!!
I love AXP. it should be rewarding you now if you kept it.
GREAT CONTENT!!.. KEEP IT UP!
Have you check out small cap index’s
Love you view on money!
When can I take you out???
Quick likely dumb question, does the Roth 403b count towards a Roth IRA ie the 6k limit or they are completely different?
I am wanting to open a roth as well. Funny enough the 6k cap is massive for me, as I only am making 30k a year as a single parent. My hopes is hitting 3k a year. Fingers crossed.
Thank you
Tank you
Almost 2 minutes and not getting to it.
Informative vid, good luck on your journey.
How much money do u get in dividends?
Liked and Subbed. Keep the realness coming. It's refreshing!
Good work though I do mixture of mutual funds and 7 individual stocks that I personally buy product from and believe in them in my Roth IRA
Try dropping American Express and buy MasterCard or visa
Just came across your videos and I appreciate the honest content you're putting out! Subscribed and liked!
Can you make a video of how you rolled over your 403B?
Question:
1.I have my primary 401k and Roth 401k with my job totally $75k
2. Two colleges saving 529’s totaling $9k
3. I just opened a Roth IRA “do I just contribute to it”?
I’m not an expert and not sure how to manage it, on other words “I havent done much with my accounts, pretty much have left fidelity done the investing “.All this accounts are through fidelity.Thanks in advance.
FYI I’M A BIG FAN OF DAVE RAMSEY.
I’m 31 years old.
How do you get rid of the ones that are not making money? and could you just use one fund like,FXAIX?
When you said the part about believing God gave you money to steward and it's only a tool…You got an immediate subscribe frome
Hello, does buying stocks count towards the contribution limit in a Roth IRA? Thanks!
International funds I think are a waste I've got FZILX in my brokerage account for the same reason, diversifying, but it has pretty much been in the red evert since I've owned it as well 🙁 maybe I should sell it and put the money into a bond index which at least pays month dividends haha
I have been following Dave Ramsey since 2014! You are doing great ,lady!
I have bout 30 different stocks and funds on my roth ira and in my individual brokerage account I have about 7 stocks/funds which i treat as savings account just throwing money in every pay. Am I doing it wrong?
Just discovered your channel while planning to finally open a Roth IRA myself. Great content and proud of you for starting. I am 28 and wish I started sooner. But it’s never too late and excited for everyone else starting this journey! Thanks for being personal and sharing your experience! 🙂
Do you remember how much you invested in VTI in the beginning?
i thought i was the only one that had ETFS in my roth
I am so happy to see another female investor. I wish you the best in your investing journey.
Another….. Stellar…… Performance!!!!! 😉
good morning
My portfolio is 100% in VTSAX
I don't agree with the need to diversify outside of the US markets. No other market in the world provides similar returns to US markets. If you have a free hour or so, just look at other index funds like nikkei or ftse over the past 30 years and none of them give anything close to the durability through recessions, or returns like the s&p 500, nasdaq, or dow. The only other index outside of the US that is up to par with US indices, would be the shanghai index. Also I think it could be good to have some more cash, since the economy is a shitshow atm, and the stock market is being inflated by stimulus, imo.
Those are just my thoughts. You can't really go wrong with etfs, and the individual stocks you picked seemed a bit pricy, but very solid companies, nonetheless. Other than that, a pretty solid portfolio, imo.