Investing $2,000/Month in Stocks: What I Earned in 4 Months!

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Finance By Rob

Finance By Rob

Күн бұрын

In this video, I provide an update on my $8,000 stock portfolio after four months of investing $2,000 each month. I'll exact numbers related to my personal investments, including my dividend and undervalued stock portfolios.
This video is a summary of 2 separate videos that I posted over the past few days combining both undervalued stocks and dividend stocks.
Watch as I review the performance of each stock, discuss returns, and reveal my plans for future investments. Don't miss out on my detailed analysis and tips on my channel!
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Companies mentioned in the video:
Apple (AAPL), Boeing (BA), BYD (BYDDF), Chewy (CHWY), Costco (COST), Disney (DIS), PayPal (PYPL), Shopify (SHOP), Tesla (TSLA), Unilever (UL), ADP (ADP), AvalonBay (AVB), BP (BP), Clorox (CLX), Johnson & Johnson (JNJ), Coca-Cola (KO), 3M (MMM), PepsiCo (PEP), Pfizer (PFE), Stanley Black & Decker (SWK), Tyson Foods (TSN), UPS (UPS), Verizon (VZ)
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My background:
Finance Manager at a top tech company (FAANG)
Licensed CPA
MBA graduate from Columbia University
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Disclaimer: Note this video is not financial nor accounting/tax advice and should be used for entertainment purposes only. Consult with your own financial advisor, accountant and/or tax advisor for specific advice related to your unique personal / business situation and need.

Пікірлер: 2
@FallenHoot
@FallenHoot 3 ай бұрын
I think you uploaded the wrong info on this video :P or your math wrong. Anyways, you have really bad ROI. Why are you spreading out so much? Would like to see you do this with just 3-5 stocks and not 13. Just no value in that. Since it is a short time period, I think you need to invest every week. Take 4 stocks, invest 125 every week. This will spread the risk and have a lot better returns. Do you just pick random stocks or do you actually look at the charts? Then you can also explain, why did you pick those selected stocks over the other billion in the market.
@FinanceByRob
@FinanceByRob 3 ай бұрын
No one right or wrong approach, otherwise everyone would be doing the same thing. I don't like to be too concentrated in just a few stocks, I spread the risk. A lot of investors choose to have 50-80+ stocks in their portfolios. But you can try your approach and see if it yields better results over the long term. Regarding picking stocks, I'm made a video on my channel in the past on 10 things I usually look for when I choose stocks. Also, each month I share where exactly I invest and why. I look at both quantitative or qualitative aspects (or both together) for the companies I invest in.
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