Usually i dont subscribe but you have got my attention. Thank you for all of your input
@sunilrodrigo97789 ай бұрын
Good video . I like to know what is the current total value of the portfolio and how many stocks are in it. Also your opinion on a particular portfolio of 50% stocks + 50% dividend paying ETFs. Thank you.
@RexJacobsen9 ай бұрын
Hi Sunil, because we don't invest in a stock if it makes up 4% or more of the portfolio, it's VERY diversified. Currently it has 83 stocks with Microsoft being the biggest holding (it has grown to 4.56% of the account). 83 sounds like a lot to keep track of, but we do so with a spreadsheet that downloads company financial data ... so it's easy for us to determine when to sell a stock. The portfolio value as of today is $1672.75
@RexJacobsen9 ай бұрын
As for your question about a portfolio of 50% stocks and 50% dividend-paying ETFs, I see nothing wrong with that for a young investor (since it means 100% in equities). Just make sure to also have an emergency fund! :)
@sunilrodrigo97789 ай бұрын
Immensely thankful for prompt reply. Your videos are ideal for young investors just joined college or workforce full time or part time. I want to forward your videos to a couple of young ones including my daughter. Grateful if you inform me how to download your 83stock portfolio spread sheet with your permission. I subbed already. Also it will be helpful to viewers if u start every video with portfolio value and number of stocks plus posting every video with episode numbers. Looking forward to follow this portfolio in coming years. Thanks for your time n content.
@RexJacobsen9 ай бұрын
@@sunilrodrigo9778 Thanks for the feedback. Here are the tickers, from largest allocation to smallest: MSFT FIS SCHW CMCSA AXP ITT EOG ALLE V INTU EMN ASML MS EVRG GS TRV AAPL LRCX LAKE URI AVGO KLG SWKS UNH KRT MA MDT A NEE HSTM WCC VSTS DPZ KVUE PAYC YOU PHIN PEP PRDO HUM WSM CI LOW KLAC TCBS MCD FMC CR ELV DG NIC AMAT INGR MLM APD SBUX ICE NDAQ DFS AMP WS AMT MCK BR CSL EVR GLW BK PLD LLY MAA CB IFF TSCO MDLZ STT HSY HES PFE BBY BALL BAC NSC
@sunilrodrigo97789 ай бұрын
Many Thanks stk list. Couple more subs will be added soon.