My $1.55 Million Stock Portfolio Unveiled | $22,626/Month Passive Income - Monthly UPDATE #38

[@Norrieey]

If you invest $2,545 into the S&P, then assuming a 10% annual rate of return, your child at an early retirement age will be 2 Million plus rich, excluding every other income channeled to this. We need to invest much more. Focus on the company not just the stock price, true words from my F.A Dianne Sarah Olson ..I made over half a million from ALB and NVDA..I love passive income.

[@E.GCreates]

I'm convinced that all of these finance jargon, unnecessary extra steps, and weird math are used to scare away hard-working people from claiming what their companies actually owe them for all of their hard work and for this sole reason I make sure I use an advisor.

[@phyllisburtonhearsawho]

My method is to buy quality firms, anticipate to hold them regardless of what happens, pay up but not too much, keep track, sell only when necessary, and be ready to course correct.

[@Dailypalamides]

When it comes to stocks and investing, most people don't know where to start. Fortunately, great investors of the past and present can provide us with guidance

[@Dailypalamides]

I googled the lady you mentioned, and after going through her credentials, I can tell she's a pro, I'll be writing her a mail shortly

[@n1k0flow]

Compound growth is crazy! I remember the first time I watched your video, you had like $700+k portfolio and you were making like $6k/month. Now it's $1.5m portfolio and making almost $11k/month!

[@YuginSkolov]

Constant rotation with no rationale and doing promo sponsored videos for living ..behind the scene we don't know ...I like him but constant rotation is worrying me ..

[@Level70-x4d]

@@YuginSkolovHe is certainly not a buy and hold investor which is what an income investor should be.

[@richardli5530]

​@YuginSkolov Seems like he rotates according to sponsorship. There's nothing wrong with that. It is earning a living after all.

[@AquaVivaFit]

Very motivating! Been watching Adrian for some time now too 😊

[@PassiveIncomeInvesting]

quite a silly notion... all my moves are explained in detail with the rational. do you listen to my videos? its very possible you skip enough to miss all those parts. P.S. switching from one NASDAQ 100 fund to another is not a big deal . i will always go with the best funds for me. if a new one comes out i like better, wouldn't it be stupid not to switch?

[@user-vg3nq6hn8l]

I’m a sparky by trade only 23 and the next 5 years I’m going to throw at least $1500 a week between VooG, QQQ and QDTE. Going to risk it all, might not pay off but I’ve run the numbers and I’m 100% sure it’s worth the risk

[@Adman-p4j]

Good on ya. I started WAY too late in life and now I'm rushing to play catch-up. It sucks.

[@CoveredCallETFInvesting]

Going the house route, awesome stuff. Way to surprise us with that. I on the other hand am a blaring siren with that goal. Must beat the Vancouver housing market. About a year away from that. One of these days you’ll have to do a property tour of what your passive income is buying you ;) keep up the great work man.

[@PassiveIncomeInvesting]

Still renting my friend !

[@rossbroughton3230]

@@PassiveIncomeInvesting curious why the move? Weren't you long term in the penthouse? Looked so great. Salud

[@efullname]

Been following you since covid, my profit (cap gains + income) is close to overtaking my capital. If our profit exceeds our capital then we're doing something awesome!

[@KatherineCulford]

Hey Adrian! I have a question about HPYT. I bought your excel sheet and in many of the portfolios HPYT is there. Is it a good time to buy the % amount listed in your excel for sale on your website or no? When was this excel last updated? I couldn’t find that info. With interest rates changing I’m unsure. Will HPYT perform better or worse as they lower interest rates?

[@catherinedesilets8960]

I’m surprised you moved into a house as you had mentioned you locked in the rent for like several years plus you had a gym & amazing views at the condo .. Be cool for you to do a video on your house & what made you guys chose that instead :) As usual, congratulations on your amazing portfolio 🙌🏼

[@Bob-xu9es]

Yes, house move video would be great !

[@PassiveIncomeInvesting]

maybe a members video but in short: too many issues and noise started happening where i was at. much quieter here and more exclusive private area.

[@catherinedesilets8960]

@@PassiveIncomeInvesting I’m so happy for the two of you!!!! Congratulations 🍾

[@judithvilla6026]

@@PassiveIncomeInvesting What area did you move to? Looking at Altos del Maria for myself!

[@mfdominguez]

Hi there! In a previous video, you mentioned that in May you would share how to get a refund for the 25% withheld for ROC. Have you published that video yet? If not, when can we expect it? Thanks!

[@kellyinPH]

Also curious 🧐

[@johnlennon8931]

Questrade credits him the amount back.

[@mfdominguez]

@@johnlennon8931 I am not sure that is true. Questrade makes the deductions and sends to CRA. It is only logical he would have to get it back from CRA, right?

[@PassiveIncomeInvesting]

i got the refund :)

[@PassiveIncomeInvesting]

no i got it back from Questrade

[@jamesmc666]

I missed this one. Thanks for the update. Your portfolio transparency, with step by step explanation on changes, is much appreciated.

[@PassiveIncomeInvesting]

Glad it was helpful!

[@jamesmc666]

@@PassiveIncomeInvesting And welcome to your new home.

[@josephkeith6954]

thanks for your transparency Adrian. ❤

[@saustinredsox]

Great video Adrian, keep up the good work and a careful eye on some of the Ymax share prices during crazy times. Best regards, Steve

[@alro8345]

Good moving to a house, best wishes to you guys enjoy your new place 🙏

[@g59490155]

I don't understand your logic of saying your original principal amount doesn't matter or you don't care and you only care about the yields of these funds. To me, it matters A LOT, because when you see your original principal shrink by a significant amount, your yields would be affected by the performances of these funds, and your monthly income will also be affected ultimately affecting your lifestyle.

[@PassiveIncomeInvesting]

you will understand it if you own these funds or understand how they work. did you see how QQQY made me a 24k investment return? the return is all that matters (your investment) everything else is a distraction

[@g59490155]

​​⁠ What happens when your yields are decreasing? This usually happens when your principal is losing a lot of its value, the fund managers will usually look at that and decides to lower the yields. In a bear market, not many call options are there to generate you a lot of premiums, so it makes sense for them to lower the yields. So to me, it matters massively what your principal is, in other words your book cost matters a lot.

[@trevordowney6425]

I know nothing about dividend investing. Your video here is too high level for me. But, I am a commodities investor for 4 years now. Do you have any videos or can you suggest any videos where I could learn the basics of dividend investing? Do you have any suggestions of one good dividend earning vehicle that I could watch for a while. Of course, I'll take into account current volatility. Thank you!

[@jass8470]

Hi, just came across your video. First off, great video. My question is YMAX. How come their website says 30-Day SEC Yield**: 62.89% but if you do the math for $1000 invested is not equal to 62.89% payout as they claim; it's actually .65 cents per share which is not the percentage they're saying. Please explain.

[@dvee1983]

Congrats on the move. How big is the house and what does it cost for rent down there? Just curious as retirement is getting closer.

[@PassiveIncomeInvesting]

ill make a video on it if i get more requests for it. but the house is big, way bigger than we need for us and 2 cats lol. Pros and Cons ....

[@rossbroughton3230]

@@PassiveIncomeInvesting I vote for the vid, thanks A!

[@jacquesfournier4616]

Hi, why keep hyld and uscl? Both have about the same returns, but uscl has less volatility for about the same yield?

[@PassiveIncomeInvesting]

I like both of em

[@jacquesfournier4616]

@@PassiveIncomeInvesting Hi, I like them too (16% in hyld & 16.2% in uscl) , but I taught you had a special or technical reason to keep them both! 😬

[@sabrina7455]

Hi Adriano. Would you please show how to determine your book price for your US etfs? Thank you

[@PassiveIncomeInvesting]

if you DRIP , its a pain in the ass, which is why i dont do it. i do it manually in my main portfolio using excel and a stock average calculator

[@waynemurdock8797]

I am really new and some of the terms used I am still getting used too. I recently learned and used the norbert gambit process. As dumb as it may be, here's the question. When you say "swap", is this process or procedure or are you just selling one etf and then buying another etf?

[@PassiveIncomeInvesting]

yes

[@jamiez9847]

nice video. as a foreign aact IB withholds 30% of my dividends despite signed W-8 form. just wondering can we claim it back from the IRS? thx

[@gtaospotlight4327]

Could you have a comparison video of RS vs. RMAX. Thinking about switching. RS dividend payout date is about 7 days different from the rest of my funds. Plus explain how the etf version is different from the split fund.

[@PassiveIncomeInvesting]

that's an idea

[@KatherineCulford]

Hi Adrian :) I’m curious, couldn’t you sell something in your registered account, and sell RS in your non registered, and buy RS in your registered with the money? Then buy whatever you sold again in your non registered that’s more tax efficient. Since you have always said you want to keep real estate in your portfolio I’m surprised your preparing to sell RS for good some day but I get the tax issue.

[@christianperalta3226]

What would he the US version of this portfolio?

[@PassiveIncomeInvesting]

the first part is my U.S. portfolio

[@Rob-ob3sh]

Hi Adrian, Quick question regarding BTCY.B it not hedged ? Do you mean it’s not hedged to Canadian dollars so are you paying U.S dollars to buy BTCY.B. So if I live in Canada and have this in my TFSA I should buy the z Canadian hedged BTCY ?

[@PassiveIncomeInvesting]

Correct it’s not hedged to cad . So if the usd dollar gets stronger it impacts the etf positively. But the opposite is also true

[@Rob-ob3sh]

@@PassiveIncomeInvesting so if I buy the BTCY.B is that bought is U.S. dollars ?

[@philc824]

Any recommendations to purchase GDV in August or September ? Would like to purchase for under $10

[@mmmyeahh]

@@philc824 ok so buy it when it goes under $10 then ?

[@multimedialearning7110]

are you not afraid QQQT will tank like QQQY?

[@joehogan8234]

It is supposed to stay at 20%. It is not as high yielding as qqqy.

[@caseyjones3839]

Love that monthly dividend you get!

[@dwaynecunningham2164]

Always like these. Shows me it can be done.

[@bluetocop]

what day of the week to buy QDTE

[@andyhermiz3075]

Hi adrian can you please share your average book price on your rrsp and your wife's thanks much love ❤

[@PassiveIncomeInvesting]

i don't track it because it changes every week with the DRIP. so i don't know myself what it is.

[@alinaderi6357]

Do you see an opportunity to load up with XTD at the current price?

[@PassiveIncomeInvesting]

i wont be investing in Quadravest funds anymore

[@alinaderi6357]

@@PassiveIncomeInvesting care to share the reason?

[@abha801]

@@alinaderi6357 I think Quadravest have more action and can possibly miss distribution. Whereas these funds provide consistent income (Just guessing)

[@Level70-x4d]

Have you looked at HERD?

[@noahcash]

Why is Rs a withholding tax that you can’t get a portion back?

[@dkyrtata6688]

Apparently, as explained in another video, real estate investments are the exception; he is not rebated the withholding tax on capital gains. But in this video he seems to include energy investments too. I don't think he ever mentioned that before.

[@JoeSmith-pu9hi]

Is the Nasdaq going to another big hit in August?

[@PassiveIncomeInvesting]

I HOPE SO!

[@nimrodhadany9504]

Why MAXI with 11.18% expanse ratio? Don't you think there are better alternatives?

[@mmmyeahh]

@@nimrodhadany9504 the management fees are 0.85 % but I would suggest to email simplify so they can explain the 10.33 % “other expenses”

[@Cross-xm2fr]

17.5% yield

[@kevinbruwiner1324]

Go for 100K a month passive income Adrian!

[@stevenpaul3886]

Congratulations you turned your after tax income into taxable income 😮

[@PassiveIncomeInvesting]

?

[@stevenpaul3886]

@@PassiveIncomeInvesting never mind, I don’t think I know enough yet

[@stevenpaul3886]

@@PassiveIncomeInvesting I’m assuming the bottom line basically is even with the erosion of the NAV and reverse stock splits you end up making more than you’ll lose at the end of the day dripping everything back into the holding

[@noahcash]

You moved to the USA ?

[@TonyMontanaDS]

He's in Panama!

[@chicago9458]

Haha which hedge fund is this? No one knows when this nonsense claims or nonsense thumbnails stop on KZbin

[@mmmyeahh]

What’cha talkin about Willis?

[@randalxu4889]

Thanks Adrian for another Portfolio Unveiled video! Like you said that you are running out of things to sell and the portfolio is already pretty optimal. I guess there is only one left thing to do which is continue to add and reinvest that dividend.

[@PassiveIncomeInvesting]

Yes, exactly and the plan