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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.