MY $36,923 STOCK MARKET PORTFOLIO REVEALED!

TL;DR

The revealed portfolio was worth $36,923.67 at the close and was down 10.42% overall. Its holdings included General Electric, Alibaba, JD.com, National Grid, Apple, and Facebook, with GE the largest position at 1,045 shares and an approximate $14.20 cost basis. The creator explains his long-term goals, mistakes, and plans to add more ETFs, making the details worth reading before assessing his approach.

Transcript

how's it going today guys welcome back to the channel hope you're having a great day so far so in this video today we're gonna be taking a look at my personal stock market investment portfolio exactly what stocks I own how many shares of each of these stocks that I own and basically you know what my cost basis are on these shares as well and I want... Read More

Key Insights

• 🫵 Transparency in sharing one's investment portfolio is valuable to viewers interested in learning from real-life experiences.
• 🔬 Investing in individual stocks involves both successful and unsuccessful investments, similar to even the greatest investors like Warren Buffett.
• 👨‍🔬 Research and due diligence are essential when considering replicating someone else's investment portfolio.
• 🫱 Chinese stocks may be undervalued due to the trade war, presenting potential investment opportunities.
• 🚙 Utility stocks, like National Grid, offer consistent and reliable investments even though their profit might be regulated.
• 🍧 Having a diversified portfolio is important to manage risk and capture growth opportunities in different sectors.
• 👨‍💼 The content creator's own business investment and plans for real estate purchases highlight their multiple streams of investment and wealth management strategies.

Questions & Answers

Q: What stocks are in the $36,923 stock market portfolio?

The portfolio includes General Electric, Alibaba, JD.com, National Grid, Apple, and Facebook. General Electric is the largest holding, while Alibaba is identified as the only stock that was up at the time.

Q: How much was the portfolio worth, and how was it performing?

At the close discussed, the portfolio was worth $36,923.67. It was down 10.42% overall.

Q: How large is the General Electric position?

The creator owns 1,045 shares of General Electric. His cost basis is approximately $14.20 per share.

Q: What is the creator's investment goal for General Electric?

He intends to hold General Electric for the next two to three years, although he says reaching his goal could take as long as five years. His goal is to double his investment and ultimately sell the resulting shares at a combined value equivalent to about $30 per share.

Q: Why did the General Electric investment initially lose money?

He began buying General Electric in late 2017 at close to $20 per share, which he describes as far too early. After being hurt by the stock's decline, he bought additional shares below his cost basis to average down.

Q: How does the creator view Alibaba and other Chinese stocks?

He owns 36 shares of Alibaba, which was the only holding showing a gain at the time. The existing portfolio analysis says he viewed Alibaba and JD.com as undervalued because of uncertainty surrounding the trade war and expected improvement if that situation eased.

Q: Does the creator recommend copying this portfolio?

No, he explicitly says viewers should not buy a stock merely because he or another financial channel owns it. He advises everyone to conduct their own research and emphasizes that some of his investments have performed poorly.

Q: How does the creator plan to diversify the portfolio?

He plans to invest more in ETFs to balance the portfolio. He views ETFs as a more passive and consistent investment approach alongside his individual-stock positions.

Summary & Key Takeaways

• The content creator shares their personal stock market investment portfolio, including stocks like General Electric, Alibaba, JD.com, National Grid, Apple, and Facebook.

• They discuss their cost basis for each stock and their goals for each investment, such as doubling their money with General Electric.

• The content creator also mentions their plans to invest more in ETFs and their overall portfolio performance.