Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210,000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.
Investing in multiple asset classes can mitigate risk more effectively than placing all of your capital in one. See a financial consultant if you don't comprehend finances well enough.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I am a growth E.T.F. person my self. My 3 fund portfolio is QQM, VGT and SMH. They are on fire 🔥 right now. I am hopeful to retire in 12 yrs if not earlier. Oh amd I have most on my money on the Robinhood platform
Hi! Amazing video. I am 25 this year. Holding 50k in VUG and 50k in SCHD. I am looking to increase my position in AMZN , MSFT and NVDA in my other portfolio very aggressively. Any advice? Thank you
Thank you! It took me so much time to edit the video so I appreciate that. I personally (not financial advise) always like to see a broad market etf in the mix. You’re young, and honestly you don’t need a 50% exposure to schd. I feel like you could judt see better returns in the long run by throwing in a broad market etf like VTI Or VOO and lower the exposure to schd to say 20%. And the other 30% to a broad market etf. That would just be my 2 cents. The other portfolio is concentrated in big tech stocks. I would say be long on whatever you decide to do while listening to earnings calls and noting if anything changes the business or “ story “ of the company. I don’t know how long you plan on holding them but make sure you can stomach the volatility in the short term and long term given these assets are known to be more volatile.
@@Marcos_Milla Hi Marcos , Thanks for replying so promptly. Okay i get it. I will direct more funds to VTI and keep SCHD as it it and VUG as it is. I will start to buy VTI as well. Yea I am young thats why i thought of stabilizing my dividends portfolio quickly. As for the other portfolio, Yes will invest more in tech but ard 30-40k max just to get a higher return exposure. I love investing and its great to hear from you!
@@richiejj3126 love the thought process you have. Yeah I’m always on my phone and I see every comment and try to respond back to everyone. Research research research and time is on your side my friend.
Marcos question for u now I remember u saying u invest in just VOO ONLY in one account.That being said what is the most u ever lost in 1 day and what has been the biggest gain in 1 day.I hope u can answer this in public if u are ok with saying this.
Totally! My Biggest unrealized loss in my portfolio in a single month according to Vanguard was $1,878.10. Then the next month (May 2024) I gained $3,979.06 in unrealized gain. I can’t really pinpoint a single day single Vangaurd does not like to track that info, but I’m assuming it’s in the high hundreds and vice versa for gains. Hope this helps!
You can transfer your current holdings to another brokerage very easily. To transfer stocks to another brokerage, you can follow these steps: Choose a new broker Set up an account Fill out a transfer initiation form: This form should be available on your new broker's website, but you can also call them for help. Wait for your new broker to contact your current broker Your new broker will set up the transfer Your current broker must confirm, reject, or change your transfer information within three business days If your current broker confirms the transfer and there are no issues, the transfer should be completed within six business days. Or you can just google “how to transfer my stocks out of Robinhood to “insert brokerage””. A lot of people have done it online !
is a rollover ira the same as a traditional ira? this was from my previous employer which I don't contribute to. I can't transfer this fund to my current employer simple IRA. Should I just use the money from my rollover ira to invest?
a rollover Ira is when you rollover your old retirement account into an Ira. (Usually it’s a traditional Ira). Typically people transfer their work 401k to a traditional Ira. It’s common when people go from a company to another company. Companies typically only accept rollover Ira’s than transferring the original 401k from your previous employer, hence why they give you a rollover Ira.
I would say. Whatever company you work for now. They should have an HR department where they should be able to put someone in contact to see if you could contribute to their 401k investing plan (or 403b) from your rollover Ira.
Personally I do up to the match. Reason why I don’t do the full 23k is because the fund that my company has is not like the EXACT fund it invests in. They do a total stock market etf by Vangaurd and it’s not like market matching. For some reason when VTI goes up 1%, this one I own goes up like .5%. Also, I know a lot of people aren’t willing to fork up 23k in a 401k.
@@Marcos_Milla but dont u save lots of taxes now?. Ofcourse it helps if u think u will be in low tax bracket during retirement. Else paying taxes now and investing in brokerage account is good. But remember 401K account is secured most compared to brokerage account in terms of lawsuits etc
What ETFs Do You Own? BONUS if you name what accounts they're in? 🚨Join my EXCLUSIVE Membership Groups📊 (Access to my Investing Portfolios & Buys): ruclips.net/channel/UCYLtcHw-DY9IIEnFSrU6U-wjoin
Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210,000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.
Investing in multiple asset classes can mitigate risk more effectively than placing all of your capital in one. See a financial consultant if you don't comprehend finances well enough.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
That makes perfect sense; you seem to have a better understanding of the market than we do. The coach is who?
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I am a growth E.T.F. person my self. My 3 fund portfolio is QQM, VGT and SMH. They are on fire 🔥 right now. I am hopeful to retire in 12 yrs if not earlier. Oh amd I have most on my money on the Robinhood platform
ETF all the way🙏🏼💪🏼
Beautiful video everything I needed thank you
Yes sir!
Just found your channel today, great content and instructional videos. Highly recommend your channel for newbies such as myself. Thanks a lot.
You’re very welcome. That’s the goal💪🏼🙏🏼
Hi! Amazing video.
I am 25 this year. Holding 50k in VUG and 50k in SCHD. I am looking to increase my position in AMZN , MSFT and NVDA in my other portfolio very aggressively. Any advice? Thank you
Thank you! It took me so much time to edit the video so I appreciate that.
I personally (not financial advise) always like to see a broad market etf in the mix. You’re young, and honestly you don’t need a 50% exposure to schd. I feel like you could judt see better returns in the long run by throwing in a broad market etf like VTI Or VOO and lower the exposure to schd to say 20%. And the other 30% to a broad market etf. That would just be my 2 cents.
The other portfolio is concentrated in big tech stocks. I would say be long on whatever you decide to do while listening to earnings calls and noting if anything changes the business or “ story “ of the company. I don’t know how long you plan on holding them but make sure you can stomach the volatility in the short term and long term given these assets are known to be more volatile.
@@Marcos_Milla
Hi Marcos , Thanks for replying so promptly.
Okay i get it. I will direct more funds to VTI and keep SCHD as it it and VUG as it is. I will start to buy VTI as well.
Yea I am young thats why i thought of stabilizing my dividends portfolio quickly.
As for the other portfolio, Yes will invest more in tech but ard 30-40k max just to get a higher return exposure.
I love investing and its great to hear from you!
@@richiejj3126 love the thought process you have. Yeah I’m always on my phone and I see every comment and try to respond back to everyone. Research research research and time is on your side my friend.
Thanks for this comprehensive ETF presentation, the best one I've seen so far....and you are so QQQ-cute! 🤩
Hahahaha a pleasure
@@Marcos_Milla How much percent is a bad overlap or how much percent is the advisable overlap? Ty
Great content thank you.
Thank you brother 💪🏼💪🏼
If your employer doesn’t offer a 401k match then what % would you put into it before maxing out your Roth IRA account as the next step??
100% max out. So $7,000 contribution!
Another informative video! Thanks Marcos!
Yessir! 💪🏼
Marcos question for u now I remember u saying u invest in just VOO ONLY in one account.That being said what is the most u ever lost in 1 day and what has been the biggest gain in 1 day.I hope u can answer this in public if u are ok with saying this.
I lost about $4000 on Thursday, and then gained most of it back on friday lol
Totally! My Biggest unrealized loss in my portfolio in a single month according to Vanguard was $1,878.10. Then the next month (May 2024) I gained $3,979.06 in unrealized gain. I can’t really pinpoint a single day single Vangaurd does not like to track that info, but I’m assuming it’s in the high hundreds and vice versa for gains. Hope this helps!
The order should be a limit order, not a market order
For the specific price yes, in this case it was just the price at that given moment
@@Marcos_Milla if you put a market order…. You may pay too high to other smart traders
If you put a market order, you tend to pay more for smart traders
I have robinhood so should I switch my account over to vanguard or Fidelity? Is this even possible to swap it over?
You can transfer your current holdings to another brokerage very easily.
To transfer stocks to another brokerage, you can follow these steps:
Choose a new broker
Set up an account
Fill out a transfer initiation form: This form should be available on your new broker's website, but you can also call them for help.
Wait for your new broker to contact your current broker
Your new broker will set up the transfer
Your current broker must confirm, reject, or change your transfer information within three business days
If your current broker confirms the transfer and there are no issues, the transfer should be completed within six business days.
Or you can just google “how to transfer my stocks out of Robinhood to “insert brokerage””. A lot of people have done it online !
is a rollover ira the same as a traditional ira? this was from my previous employer which I don't contribute to. I can't transfer this fund to my current employer simple IRA. Should I just use the money from my rollover ira to invest?
a rollover Ira is when you rollover your old retirement account into an Ira. (Usually it’s a traditional Ira). Typically people transfer their work 401k to a traditional Ira. It’s common when people go from a company to another company. Companies typically only accept rollover Ira’s than transferring the original 401k from your previous employer, hence why they give you a rollover Ira.
I would say. Whatever company you work for now. They should have an HR department where they should be able to put someone in contact to see if you could contribute to their 401k investing plan (or 403b) from your rollover Ira.
STEP 1: Max out 401K (upto match) OR full 23k?
Personally I do up to the match. Reason why I don’t do the full 23k is because the fund that my company has is not like the EXACT fund it invests in. They do a total stock market etf by Vangaurd and it’s not like market matching. For some reason when VTI goes up 1%, this one I own goes up like .5%. Also, I know a lot of people aren’t willing to fork up 23k in a 401k.
@@Marcos_Milla but dont u save lots of taxes now?. Ofcourse it helps if u think u will be in low tax bracket during retirement. Else paying taxes now and investing in brokerage account is good. But remember 401K account is secured most compared to brokerage account in terms of lawsuits etc
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😄
Is robinhood not a “real” brokerage according to you? 😂
100% without a doubt. Just speaking facts
What ETFs Do You Own? BONUS if you name what accounts they're in?
🚨Join my EXCLUSIVE Membership Groups📊 (Access to my Investing Portfolios & Buys): ruclips.net/channel/UCYLtcHw-DY9IIEnFSrU6U-wjoin
Love M1 Finance for dollar cost averaging which can purchase fractional shares. Set and forget with a weekly contribution.
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⛹️🏿♂️
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