YT Portfolio Overview June 2023 - Amazon UP 20% !?!

TL;DR

A YouTuber shares insights on their investment portfolio performance, strategy, and future plans.

Transcript

good FM investors you might not know or you know I started a small YouTube portfolio last summer with a demo account of one million dollars on Interactive occurs which is an international broker if you want to check it out it's low fee five percent interest on your dollar deposits if you click on the link in the description below you support the ch... Read More

Key Insights

• 🧘 The YouTuber manages a demo investment portfolio on YouTube, discussing their positions across various assets.
• ✳️ The portfolio includes exposure to rubies, Intel, a goldminer ETF, Berkshire, and Amazon with differing risk and reward profiles.
• 🥹 Despite gains in the portfolio, the YouTuber is reevaluating certain holdings like Intel and considering future investments in the S&P 500.
• 🫵 The YouTuber aims to balance risk and reward in their investment decisions while educating viewers on investment strategies.
• 🧘 Ray Dalio's all-weather strategy guides the YouTuber's investment approach, particularly with the goldminer ETF position.
• 🫵 The YouTuber plans to continue sharing their investment journey with viewers, emphasizing education and learning in the process.
• 🙈 Portfolio performance has seen gains of $184,000 in the last 10 months, outperforming a flat market scenario.

Questions & Answers

Q: What is the reasoning behind the YouTuber's decision to invest in a goldminer ETF?

The YouTuber follows Ray Dalio's all-weather strategy, aiming to have exposure to gold in the portfolio and generate some yield by constantly balancing the position based on market movements.

Q: How does the YouTuber view their investment in Amazon amidst its price fluctuations?

Despite the stock price's increase since purchase, the YouTuber believes there is still potential for positive risk and reward, considering holding onto the investment rather than selling for a smaller gain.

Q: Why does the YouTuber consider their position in Berkshire as minimal and overvalued?

The position in Berkshire is viewed as a lighthouse holding, with plans to increase it if the price decreases but to maintain it as a small portion of the portfolio due to perceived overvaluation.

Q: What are the YouTuber's future plans for their investment portfolio?

The YouTuber plans to expand the portfolio by adding more S&P 500 stocks, aiming to educate viewers on investing and potentially make profitable decisions over time.

Summary & Key Takeaways

• The YouTuber manages a demo portfolio with positions in rubies, Intel, a goldminer ETF, Berkshire, and Amazon, with varying risk and reward profiles.

• While the portfolio has seen gains, the YouTuber is contemplating future decisions on holdings like Intel and Amazon.

• Future plans include expanding the portfolio to include more S&P 500 stocks and continuing to educate viewers on investing.