Why my investing strategy isn't changing - 1st Half Stock Portfolio Update
Manage episode 331885630 series 3093495
Money buys free time, which is why I'm trying to make money work for me! Here's how my stock portfolio is doing so far for 2021 and what I've learned so far!
I talk about the options plays I've done this year, dividend revenue, and how the strategy has changed.
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If you want to watch this one check it out on YouTube - https://youtu.be/hhsVfvwNwvQ
https://www.foxbusiness.com/markets/stock-market-elusive-pullback-coronavirus-economic-headwinds
https://www.cnbc.com/2021/07/30/5-things-to-know-before-the-stock-market-opens-friday-july-30.html
https://www.biggerpockets.com/blog/federal-reserve-inflation-optimism
https://www.optimizedportfolio.com/qyld/
https://seekingalpha.com/article/4419342-don-t-buy-qyld-buy-cefs-instead
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Site - https://www.joshcalcanis.com
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LinkedIn - https://www.linkedin.com/in/joshcalcanis/
Get your copy of my book "What This Means To You" - https://www.amazon.com/What-This-Means-You-Millennials/dp/0993799698
Time Stamps
00:00 - Introductions
00:36 - Diving into the portfolio
03:27 - Where I was putting that $1200
04:41 - My riskier plays
05:05 - Total portfolio value as of recording
06:08 - Dividend revenue as of recording
06:18 - Options revenue as of recording
07:03 - What I’ve learned so far
10:01 - The plan moving forward for 2021
12:09 - Bonus - why I don't put my money into a covered call ETF like QYLD
*None of this is meant to be construed as investment advice. I am not a financial advisor. You should not treat any opinion expressed on this YouTube channel as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinion. Opinions expressed are based upon information considered reliable, but this YouTube channel does not warrant its completeness or accuracy, and it should not be relied upon as such. This YouTube channel is not under any obligation to update or correct any information provided in these videos or their descriptions. Statements and opinions are subject to change without notice. Past performance is not indicative of future results. This YouTube channel does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this YouTube channel. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested or lose more than their original investment. Investments or strategies mentioned on this YouTube channel may not be suitable for you. This material does not consider your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this YouTube channel. Before acting on information on this YouTube channel, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor.
#portfolioupdate #FIRE #moneybuysfreetime
80 episodes