The Barbell Investing Strategy (High Risk High Reward)

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  • Опубликовано: 1 июн 2024
  • #fundrisetestimonial #fundrisepartner
    Thanks to Fundrise for sponsoring this video. If you want to get exposure to Pre-IPO AI companies, check out their Venture Fund here: fundrise.com/whiteboardfinance
    Master the 4 Pillars of Wealth by joining WhiteBoard Finance University Today!
    Use code "BARBELL20" to get 20% OFF FOREVER!
    👉 www.wbfuniversity.com
    In today’s video, we’re diving deep into the barbell investment strategy.
    What You'll Learn:
    - Basics of the Barbell Strategy and its application to stocks & personal finance.
    - The philosophy behind pairing high-risk, high-return investments with lower-risk, lower-return counterparts.
    - Creating a balanced long-term portfolio based on your risk tolerance.
    - Live investment applying the barbell strategy with today’s sponsor, Fundrise.
    - Why medium-risk investments don't fit into this strategy.
    - My personal approach to a balanced financial life.
    Key Takeaways:
    - Invest in proven startups and avoid high-risk, unproven ventures.
    - Index funds are recommended for the majority of investors.
    - Always consider your age, risk tolerance, and family situation when investing.
    Thanks for tuning in, WhiteBoard Finance fam! Whether you’re a young professional or a retiree, understanding the barbell strategy is key to achieving a balanced financial portfolio. If you enjoyed this video, don’t forget to like, subscribe, and hit the notification bell! Have a prosperous day, and remember - stay financially fit! 💪💰
    Timestamps:
    0:00 - Introduction
    0:43 - Visualizing the Barbell Strategy
    3:18 - Fundrise Spot
    4:57 - Why Medium Risk Doesn't Fit
    6:37 - Personal Finance Barbell
    7:26 - My Thoughts
    8:57 - WBFY (Discount)
    9:49 - LOL
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    ABOUT ME 👇
    My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos reflect my real-world experience as a real estate investor, stock market investor, student of finance, and entrepreneur.
    This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort to every video that I make. I also believe in complete transparency and open communication with my audience.

Комментарии • 98

  • @WhiteBoardFinance
    @WhiteBoardFinance  8 месяцев назад +10

    How many times did I curl the dumbell in this video?
    Master the 4 Pillars of Wealth by joining WhiteBoard Finance University Today!
    Use code "BARBELL20" to get 20% OFF FOREVER!
    👉 www.wbfuniversity.com

  • @RaymondKeen.
    @RaymondKeen. 7 месяцев назад +58

    I don’t know how but you’ve managed to package an unbiased analysis that is more entertaining than the sensationalized segment of economic and financial news. Thank you for your efforts to be the signal and not the noise. I understand that the economy is currently in a downturn and that we must wait for things to get better

    • @hersdera
      @hersdera 7 месяцев назад +1

      Exactly why i enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $800k.

    • @hersdera
      @hersdera 6 месяцев назад +4

      There are advisors in cities around you but I needed services of one who can guide me irrespective of location. ‘Margaret Johnson Arndt’ comes highly recommended especially in times like this. I am hedging and haven't lost much to the recession. I found her in 2020 when the market was at an all time low. Look her up and thank me later.

    • @SandraDave.
      @SandraDave. 6 месяцев назад +4

      I promptly did some research on Margaret’s past. She can control herself well. Her credentials are solid, and it seems like she was the subject of a careful examination. Foreign investors from countries other than the United States can also use her services

  • @dougz2855
    @dougz2855 8 месяцев назад +8

    Most older people I spoke to regret not investing more money in higher risk stocks as they got close to retirement, great video Marko!

  • @JasonKlineOfficial
    @JasonKlineOfficial 8 месяцев назад +8

    You sir, have set a new "bar" for investing.....and multi-tasking.

  • @liptongtr
    @liptongtr 8 месяцев назад +2

    Thumbs up just for curling the dumbell that long 💪

  • @GibsonJames-gr3on
    @GibsonJames-gr3on 8 месяцев назад +14

    It’s always good to have a financial plan. I work with a licensed planner and fixed-income strategist in LA that helps me sort out these plans of investments

    • @LeeParkchu
      @LeeParkchu 8 месяцев назад +1

      Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $485k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently

    • @SeanJohns-ze8ie
      @SeanJohns-ze8ie 8 месяцев назад +1

      People downplay planner’s role, until they are burnt by their mistakes. That’s why I’ve been working with expert planners like CHRIS RYAN STEWART

    • @SeanJohns-ze8ie
      @SeanJohns-ze8ie 8 месяцев назад +2

      I wasn’t sure with investing money for a new car, but I’ve made over $58k since 2022 from learning from Chris and still bought my dream car. Thanks😭

    • @OwenFlex
      @OwenFlex 8 месяцев назад

      CHRIS RYAN STEWART
      GOOGLE the name

    • @JasonAmir-qo4uo
      @JasonAmir-qo4uo 8 месяцев назад

      I just checked him on google and reached out to him💪

  • @tejagundala1826
    @tejagundala1826 8 месяцев назад +5

    Bro, what’s up with the algorithm?? This is BS! This is high quality content.. needs at least 40k hits in 24 hours

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +4

      No clue. The algorithm prefers other channels that summarize cnbc articles

    • @tejagundala1826
      @tejagundala1826 8 месяцев назад +3

      Yo Marco, you gotta make a thumbnail with you liking like a 100 Lb dumbbell with exploding neck veins and smoke and stuff coming out of your ears!!! 😂

  • @girldaddividendinvestor
    @girldaddividendinvestor 4 месяца назад

    I don't know how I missed this one. 😂
    Killer cold intro.

  • @eddy0083
    @eddy0083 8 месяцев назад +2

    I'm glad you know your audience and are leaning into it.

  • @oseibeneman9042
    @oseibeneman9042 8 месяцев назад +3

    Wasn't expecting that intro. I see you🤣🤣. Get that muscle packed.🤣🤣

    • @ev25zv
      @ev25zv 8 месяцев назад

      Was the definition of cringe.

    • @oseibeneman9042
      @oseibeneman9042 8 месяцев назад +1

      @@ev25zv was a joke. Obviously didn't mean it. Don't take it personal.

    • @ev25zv
      @ev25zv 8 месяцев назад

      @@oseibeneman9042 I saw the 4 emojis, so cry less. I said the intro to the video was super cringy.

  • @simplebutefficient-padda2745
    @simplebutefficient-padda2745 8 месяцев назад +3

    Marco, you gotta talk about the housing market. Interest rates all time high, home prices also high, inventory low, no one wants to sell because they locked in low interest rates from a year ago. Feds unsure about what they want to do with interest rates.

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад

      video coming out in the next few days about this

  • @omaro1910
    @omaro1910 8 месяцев назад

    What’s some good stocks to invest in? Thank youuu

  • @NiTRiNo69
    @NiTRiNo69 8 месяцев назад +2

    Marco getting stronger 💪🏼🏅

  • @lucyrocha8403
    @lucyrocha8403 8 месяцев назад

    The ending did not disappoint 🤣 as always here for the financial advice subscriber for the sense of humor 😂

  • @cartersfreshcementinc
    @cartersfreshcementinc 8 месяцев назад +2

    Let's get it in!!

  • @blackvx
    @blackvx 8 месяцев назад +2

    Thank you, Marko ! I hope Jeff Cavaliers is watching this. He loves whiteboards too! 😂
    💪⬜️👍

  • @SerinaGliues
    @SerinaGliues 6 месяцев назад +3

    I began my investment journey at the age of 33, primarily through hard work and dedication. Now at the age of 38, I am thrilled to share that my passive income exceeded $100k in a single month for the first time. This success reinforces the importance of the advice mentioned earlier. It is not about achieving quick wealth, but rather ensuring long-term financial prosperity.

    • @JaneBlac-
      @JaneBlac- 6 месяцев назад +2

      Building wealth from nothing involves consistent saving, disciplined spending, and strategic investments. Begin by creating a budget to track expenses and identify areas for savings. Prioritize paying off high-interest debt and establishing an emergency fund. As you build a foundation, start investing in low-cost options like index funds, and focus on continuous learning and improving your skills for better income opportunities.

    • @ClemenceRoskelley
      @ClemenceRoskelley 6 месяцев назад +2

      Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.

    • @pineedbydmoon
      @pineedbydmoon 6 месяцев назад +2

      Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.

    • @Brodin-id8re
      @Brodin-id8re 6 месяцев назад +2

      Do you mind sharing info on the adviser who assisted you? I'm 39 now and would love to grow my stock portfolio and plan my retirement

    • @pineedbydmoon
      @pineedbydmoon 6 месяцев назад +2

      Stacie Lynn Winson is my Advisor. She has since provided entry and exit points on the securities I concentrate on. If you want to check her out, you may do so online. I usually trade in accordance with her strategy.

  • @ShizzleMcBizzle
    @ShizzleMcBizzle 8 месяцев назад +2

    I’m in! Let’s goooo!!

  • @Nissan-hz8zh
    @Nissan-hz8zh 8 месяцев назад +1

    😂😂 Marko. U a fool. I love you bro. Ha. How many reps did u do😊😂😂😂😂

  • @user-ey8kj9pb8b
    @user-ey8kj9pb8b 8 месяцев назад +3

    Woohoo 1st to like and comment! Your videos are the best bro

  • @MSBJJ
    @MSBJJ 8 месяцев назад +1

    Getting JACKED! Or going the Michael Scott toned not bulk route? Ha

  • @charlienguyen8365
    @charlienguyen8365 7 месяцев назад +4

    Stock is the oldest online market we have, we employed it because of the highest quality of services it renders and how successful it is. Today we say cryptocurrency too, all I'm saying us that people should also invest in crypto. It would be helpful.

    • @johnthomas5376
      @johnthomas5376 7 месяцев назад

      Especially bitcoin the way it's going. I describe Bitcoin as a "digital version of gold

  • @RouRoro
    @RouRoro 8 месяцев назад +2

    Ohhhhh YAHHHH!

  • @ctconstrictors5193
    @ctconstrictors5193 8 месяцев назад +1

    Marco I know your not into gimmicks but yes that is what you'll have to do to build WBFU... we know it and will continue to support of that's the route you take

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +4

      I appreciate it. We’re just having fun guys. Why is everyone so irked by this?

    • @ctconstrictors5193
      @ctconstrictors5193 8 месяцев назад

      ​@WhiteBoardFinance 😂 I'm not sure if you misunderstood. I'm saying more of this is needed because it's what seems to get the clicks on other channels. Your information in my opinion is much better than other channels but adding in some fun will build your audience which then can build the university. That's what I was getting at.

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад

      Ty!

  • @chrisgrantham7654
    @chrisgrantham7654 8 месяцев назад +1

    Hi Marko, can you do a video on potential BTC ETF and what options are for retail investor who may want to allocate % of 401k in BTC ETF?

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +6

      I wouldn't buy a Bitcoin ETF. That's like buying a gold ETF. Defeats the purpose of buying it in the first place. Not your keys, not your cheese.

    • @chrisgrantham7654
      @chrisgrantham7654 8 месяцев назад

      @@WhiteBoardFinance Thanks Marko. I agree completely on owning your own keys and I believe most BTC enthusiasts DCA what they can afford and transfer to hardware wallet. The scenario I was considering for myself is weather or not I should transfer an old employer 401k to IRA with BTC ETF investment option. I obviously have strong Bitcoin convictions. I have to think there are others out there who are contemplating same, especially with 2024 halving looming.

  • @basher2209
    @basher2209 8 месяцев назад +4

    Title: “Barbell investing”
    Picture: Marco holding a DUMBBell
    😅

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +4

      Lol kind of difficult to fit a barbell into my studio 😅

  • @paulohenriquececcato1465
    @paulohenriquececcato1465 5 месяцев назад

    Bitcoin all in

  • @paulnasui
    @paulnasui 8 месяцев назад

    Can you make a video on why you think Bitcoin is a good investment?

  • @vestedinterest5655
    @vestedinterest5655 8 месяцев назад +1

    Do you ever do portfolio reveals and cover your investments? I do a portfolio update every Sunday morning check it out, I'd love to get your thoughts on what I'm holding and buying.

  • @Mrfoo2002
    @Mrfoo2002 8 месяцев назад +4

    Gold is definitely not risk free. It has generally underperformed most of the time except maybe in the 70s and 80s. Gold is firmly medium risk as its price is driven by speculation.

    • @erikybarra3898
      @erikybarra3898 8 месяцев назад

      Really?! I didn't know that!

    • @JunkSock
      @JunkSock 8 месяцев назад

      Because we have actual sudden inflation I’m assuming this is the beginning of a time where precious metals actually overperform… but we will see

  • @dr.josegomez7554
    @dr.josegomez7554 8 месяцев назад +2

    What's up with them dumbbells bro 😂😂.

  • @danielj3010
    @danielj3010 8 месяцев назад +1

    *sponsored by Fabletics*

  • @ericcarson342
    @ericcarson342 8 месяцев назад

    Haha, 29....40!

  • @troyduziz3797
    @troyduziz3797 2 месяца назад

    This dude gon be big PAUSE

  • @torchy187
    @torchy187 8 месяцев назад

    Great video but Fundrise returns are very weak.

  • @FinancialFreedomMadeSimple
    @FinancialFreedomMadeSimple 8 месяцев назад

    i find that barbell reps too distracting ( just giving you feedback )
    WHERE IS THE COURSE WE HAVE BEEN WAITING FOR MARKO ?
    Don`t make me come to Chicago

  • @Evanrholloway
    @Evanrholloway 15 дней назад

    No hate, but this is not a barbell strategy. This is just a diversified / satellite portfolio.

  • @etutorshop
    @etutorshop 8 месяцев назад

    Such a distraction with the dumbbells I did not still till the end, please don't try this again :-(

  • @MikeAffholder
    @MikeAffholder 8 месяцев назад

    40! Lol

  • @twillyallen
    @twillyallen 8 месяцев назад +24

    bruh Thats a dumbbell 😭😭😭😭

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +17

      LOL I know I couldn't fit a barbell into the frame

    • @twillyallen
      @twillyallen 8 месяцев назад +4

      @@WhiteBoardFinance i would be pretty impressed if you single arm curl a whole ass barbell 😭

    • @a51nx
      @a51nx 8 месяцев назад +7

      nah that's a barbell, Marko's just massive he makes it look small

    • @twillyallen
      @twillyallen 8 месяцев назад +2

      @@a51nx hell ya 💪🏻💪🏻

    • @RS-pv2nf
      @RS-pv2nf 8 месяцев назад

      @@WhiteBoardFinanceok then just call it a dumbell, because that’s what it is

  • @scottparks362
    @scottparks362 8 месяцев назад

    I used to love your videos but this one was just 2 ads pushing products. Very disappointing

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +3

      We went over a legitimate investment strategy 👍 there are other finance channels that summarize cnbc articles with no substance that you may find more appealing if that interests you more

  • @ashleyemily272
    @ashleyemily272 7 месяцев назад

    I'M NEW TO BTC AND I'VE BEEN MAKING LOSSES TRYING TO MAKE PROFIT MYSELF IN TRADING...I THOUGHT TRADING DEMO ACCOUNT IS JUST LIKE TRADING THE REAL MARKET... CAN ANYONE HELP ME OUT OR AT LEAST ADVISE ME ON WHAT TO DO?

  • @Jesse-yk2db
    @Jesse-yk2db 8 месяцев назад +2

    This channel has fallen off low key

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +2

      What would you like to see? Summaries of CNBC articles with zero substance?

  • @rogercampos8604
    @rogercampos8604 7 месяцев назад

    You can stop curling it’s annoying

  • @Huxley350
    @Huxley350 8 месяцев назад

    Dreadful advice.

    • @WhiteBoardFinance
      @WhiteBoardFinance  8 месяцев назад +2

      How so? And it's not advice. It's an overview of an investment strategy.

  • @Fernando_Tatis_Jr_propaganda
    @Fernando_Tatis_Jr_propaganda 8 месяцев назад

    You definitely watch the BuffDudes with that intro lmao