What I Purchased to Completely Rebuild my Investment Portfolio

by | Apr 25, 2024 | Roth IRA | 4 comments




So, in my latest video, I kinda had to come clean about something: my investment portfolio went a bit haywire. Subscribe to the Newsletter:

Started off all gung-ho about the stock market, chatting about it on my channel and diving into investments left and right. Then, I got sidetracked with real estate, and well, let’s just say the stocks got neglected. Lesson learned, though. Next time, I won’t forget to spread out my investments into safer options like exchange-traded funds (ETFs).

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Timestamps:

0:00 – Why It Got To This Point
1:19 – Roth IRA Update
2:43 – Get Updates to All Investments
3:28 – Portfolio Setup
3:50 – Investments #1 & 2
4:34 – Investment #3
5:36 – Investment #4
6:13 – Investment #5
7:03 – Investment #6
7:53 – Investment #7
8:17 – Investment $8
9:14 – All the Investments
10:13 – Portfolio Comparison to the Market

But hey, I’m back in the game now, and I’m not holding back. I’m sharing all my moves with you guys, from transferring my Roth IRA to Robinhood to spacing out investments to ride out market waves. Diversifying my portfolio across different industries, like tech, energy, healthcare, and real estate, I’m keeping it real and transparent about every decision.

And you know what? It’s not just about me. I’m all about spreading the financial know-how. That’s why I started “Common Sense with Dalton,” a newsletter packed with tips and tricks to help you achieve your financial goals. So, let’s ride this investment journey together, learn from the ups and downs, and hopefully come out on top.

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*Disclaimer* I am not a financial advisor. Any and all investment decisions must be made at your discretion. These videos are for entertainment purposes only. Also, some links in the description are affiliate links. They help support my channel without costing you extra money. The promotions discussed in this video are valid as of the posting date. Make sure you check to see if the promotions are still running….(read more)


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After experiencing some setbacks in my investment portfolio, I decided to take bold steps to rebuild it from the ground up. I knew that I needed to reassess my investment strategy and make some significant changes in order to achieve my financial goals. With a clear vision in mind, I began the process of rebuilding my entire investment portfolio.

The first step I took was to conduct a thorough analysis of my current holdings and identify areas that needed improvement. I evaluated each investment based on its performance, potential for growth, and alignment with my overall financial objectives. This process helped me to identify which investments were no longer serving me well and needed to be replaced.

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With a clear understanding of where I stood, I then conducted research to identify new investment opportunities that aligned better with my strategy. I carefully analyzed market trends, company fundamentals, and economic indicators to identify potential investments that had strong growth potential and were positioned for success in the long term.

After conducting thorough due diligence, I made the decision to invest in a mix of stocks, bonds, and real estate investment trusts (REITs) to create a diversified portfolio that could weather market fluctuations and generate sustainable returns. I also decided to allocate a portion of my portfolio to alternative investments, such as peer-to-peer lending and crowdfunding platforms, to further diversify my holdings and potentially enhance my returns.

In rebuilding my portfolio, I focused on acquiring assets that had solid fundamentals, attractive valuations, and strong growth potential. I sought investments that offered a balance of stability and growth, with the goal of generating sustainable returns over the long term. By taking a strategic and disciplined approach to rebuilding my portfolio, I was able to create a diversified portfolio that aligns with my financial goals and risk tolerance.

Some of the key investments that I added to my portfolio include blue-chip stocks in industries with long-term growth potential, high-quality bonds with attractive yields, and well-managed REITs with stable cash flows and strong growth prospects. I also diversified my portfolio by investing in alternative assets such as peer-to-peer lending platforms and real estate crowdfunding opportunities.

Overall, I am confident that the steps I have taken to rebuild my investment portfolio will position me for success in the years to come. By carefully selecting investments that align with my financial goals and risk tolerance, I have created a diversified portfolio that is well-positioned to generate sustainable returns over the long term. I am excited about the potential for growth and income that my new portfolio holds, and I look forward to seeing the positive impact it will have on my overall financial health.

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4 Comments

  1. @ilariacisero5120

    Major indexes have been so volatile lately. Even the small caps and mid caps have showed promise and jumped from time to time in short periods, I read an article of people that grossed profits up to $150k during this season, any recommendations to scale up such returns will be highly appreciated.

  2. @TheCyclone59

    Happy to see youve been getting back into the youtube game! Net worth video?

  3. @TheDuke792

    Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in EFT stocks can be risky

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