My Personal Investment Portfolio 2021 - How I'm Building My Investment Portfolio | Summary and Q&A

TL;DR

This video provides insight into the creator's personal investment portfolio, including their strategy, stock choices, and self-imposed rules.

Key Insights

• 👨‍🔬 The creator started their investment portfolio by putting all their savings into their own investment research company.
• 🫵 They follow a self-imposed rule of making a video about a stock before buying it to ensure transparency and encourage research by viewers.
• 🛄 The creator prefers undervalued stocks and aims to remain patient in their investment approach.
• 🇲🇫 The portfolio currently consists of Disney, Intel, and Lockheed Martin, providing diversification across different sectors.
• 🌱 Dividend reinvestment plans (DRIPs) are utilized to automatically reinvest dividends received from stocks.
• 🎮 Selling free stocks received through affiliate links is allowed without making a video, while stocks that are personally chosen for the portfolio require a video explanation.
• 👶 The creator plans on adding new investments over time to further diversify the portfolio.

Transcript

hi i'm jimmy in this video i'm going to walk quickly through my personal investment portfolio and how i'm trying to expand that investment portfolio plus i want to answer some questions that i've received about how i'm going about building what is ultimately a relatively new investment portfolio okay so let's jump right in so a while back i did a v... Read More

Questions & Answers

Q: What was the creator's first investment in their personal portfolio?

The creator's first investment was in Disney when the stock dropped below $100 during the COVID-19 pandemic.

Q: What is the creator's process for buying and selling stocks?

The creator follows a self-imposed rule of making a video about a stock before buying it and plans to make a video before selling a position. They sell free stocks received through their affiliate link without making a video first.

Q: How does the creator decide which stocks to invest in?

The creator analyzes stocks and makes videos about them before deciding to invest. They focus on undervalued stocks and prioritize research before making a purchase.

Q: What is the creator's strategy for diversifying their portfolio?

The creator plans on building a well-rounded investment portfolio over time by continually adding new investments. Although they currently have an overweight position in Disney, they view it as a temporary issue.

Summary & Key Takeaways

• The creator started their investment portfolio by putting all their savings into their own investment research company.

• They initially invested in Disney when the stock dropped below $100 during the COVID-19 pandemic.

• The creator followed their self-imposed rule of making a video about a stock before buying it and revealed their plan for selling stocks.

• They later invested in Intel and Lockheed Martin, diversifying their portfolio.