Revealing My $325K Portfolio | HUGE LOSSES

Here is my entire $325k portfolio. I’ll show you what stocks and cryptos I own, and what are my investing strategies.
INVESTING
► Webull (free stock) kvli.link/webull
► moomoo Futu SG (free stock) kvli.link/moomoo
► Interactive Brokers kvli.link/ibkr
► Tiger Brokers (free stock) kvli.link/tiger
► uSMART (free stock) kvli.link/usmart
► POEMS Cash Plus kvli.link/poems
► moomoo US (free stocks) kvli.link/moomoous
► Syfe kvli.link/syfe
► Seeking Alpha (offer price) kvli.link/seekingalpha
ROBOADVISORS
► Endowus (free $20) kvli.link/endowus
► Syfe kvli.link/syfe
► MoneyOwl (free $20) kvli.link/moneyowl
► StashAway (50% off fees) kvli.link/stashaway
► AutoWealth (free $20) CODE "Tan Kel Vin" kvli.link/autowealth
CRYPTO
►‌ Gemini (free $10) kvli.link/gemini
► KuCoin kvli.link/kucoin
► Crypto.com app (free $25) CODE "kelvinlearnsinvest" kvli.link/cryptoapp
► Crypto.com exchange CODE "kelvinlearnsinvest" kvli.link/cryptoexchange
► Coinhako (20% discount) kvli.link/coinhako
►‌ Luno (free $5) kvli.link/luno
►‌ Coinbase (free $10) kvli.link/coinbase
►‌ Independent Reserve kvli.link/independentreserve
► Ledger kvli.link/ledger
PAYMENT
► Trust Bank (free $10) CODE "R2MQBA4S" kvli.link/trust
► Instarem Amaze CODE "plTefu" kvli.link/amaze
► CardUp ($30 off) CODE "KELINVEST" kvli.link/cardup
► ipaymy kvli.link/ipaymy
► GooglePay (free $3) CODE "eo13e2v" kvli.link/googlepay
► Revolut kvli.link/revolut
► YouTrip (free $5) kvli.link/youtrip
► BigPay (free $5) CODE "QBHVUHL7HU" kvli.link/bigpay
► Wise (free transfer) kvli.link/wise
► SIA Kris+ (free $5) CODE "T425139" kvli.link/krisplus
► DBS Paylah (free $5) CODE "AHVULE614"
► FavePay (free $1) CODE "FAVETANKEL" kvli.link/fave
LIFESTYLE
‌► EverDesk Table (up to $145 off) CODE "22+KLI" kvli.link/everdesk
► ErgoTune Chairs (up to $30 off) CODE "22+KLI" kvli.link/ergotune
► Bokksu ($15 off) CODE "KELVINLEARNSINVESTING" kvli.link/bokksu
► Qoo10 kvli.link/qoo10
► Shopback (free $5) kvli.link/shopback
► Planner Bee kvli.link/plannerbee
► Envato kvli.link/envato
SOCIALS
► Instagram kvli.link/instagram
► Telegram kvli.link/telegram
► Twitter kvli.link/twitter
0:00 - Intro
0:41 - Stock portfolio
2:55 - Tesla concentration risk
5:41 - Selling options
7:39: - Crypto portfolio
9:08 - Conclusion
None of this is meant to be construed as investment advice. It's for entertainment purposes only. Links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partnering websites.

[@yyl5194]

Not many financial KZbinrs are willing to be so transparent with their portfolio. You are the real deal, Kelvin!

[@ron2040]

But, if from tiger broker apps is much better😂

[@samsonseah74]

thank you Kelvin for the transparency, thats why i trust your advice and opinions.

[@smalldragon2]

Nicely done video Kelvin! For the options part, do you only sell covered calls or both puts and calls? And if so, usually at what delta or strike range? Thanks!

[@Choonzord]

Great sharing Kevin, especially appreciated the tip about IBKR's portfolio analyst feature

[@davidlam8578]

Thank you Kelvin and can you share the spreadsheet and also do you have a video thats show how you get into option with these stocks.

[@Warayable]

Thank you Kelvin for the transparency! This inspires me a lot as a beginner. Keep it up!

[@ron2040]

For options, what's the IV % and any other indicators u use for covered call? U check the TA also before doing option ?

[@youtubet3e416]

Wow I am very impressed! You are the only investment KZbinr that actually shares how much and admit you made losses. Unlike Most of the investment guru that portray themselves as godlike and never make any losses. Thumbs up for you being honest. 👍

[@PokeJaeger]

Agreed! And honestly any investor in todays climate will bound to have paper loss.

[@djpu21]

Hi Kelvin, can you suggest some good desktop/mobile apps to maintain our portfolios?

[@qwe2poiu]

Thank you for sharing boss

[@zhiliang6722]

Hello Kelvin, my ADA in FTX. am I able to stake in Yoroi?

[@TiOnGY]

Hi kelvin, for options, what Overnight Excess Liquidity Ratio range do you maintain yours at?

[@NplusO88]

Wow kelvin , you have balls of steel to reveal your portfolio. Thats what i like about your transparency

[@techfactsglobal2571]

Do you mind revealing your options repair strategy if it goes against your trade?

[@speedygaming1919]

Hi Kelvin, can you make a video on how to sell stock option as mentioned in the video. Thank you in advance =)

[@miguelteran-raful2718]

Kelvin! Question for you. What is Tesla fair value per share in your opinion as of right now and business fundamentals?

[@Milgram07]

A thumbs up for your transparency & hope that u get more subs because of it 👏👍

[@wobuzhidao]

Hi! I have been using alot of Cardano related stuffs, may I know which pool ur staking?

[@shivkum7836]

I have been following your channel since I moved to Singapore and have learnt a lot. Your authenticity, ethics and sharing info like it is impressed me. Really appreciate and respect your transparency ❤

[@diokleslim239]

Thank you so much for sharing your knowledge with us Me Kelvin deeply appreciated 🙏

[@lanebarker297]

Very good info.... THANKS

[@haingeeyeo3207]

Hi, regarding webull, do they allow writing of options?

[@hansonyap]

Nice sharing Kevin! Which broker you mainly use to keep your stocks/selling options? Since it is quite a huge sum not sure if custodian wallets are entirely safe :)

[@joelreyes9875]

Which broker are u currently using? Or u switch to webull?

[@Sethisfy]

Wah admire the transparency. Congrats on 80k!!

[@KelvinLearnsInvesting]

Waiting for yours!!!!! ps: thanks. Also waiting for yours

[@xannxann4896]

Hi Kelvin, recently the USD is so strong, so when i exchange SGD to buy US stocks, I am worried about the effects of the high USD now. Moreover, what if in the future the USD drops alot, and I sell my stocks to cash them out, seems like i will lose the exchange rate again. Can you please share your thoughts on this?

[@verselines]

For your cash secured put strike price, do you still follow around 0.3 delta as mentioned in your wheel strategy video?

[@KelvinLearnsInvesting]

For sq and apple its 0.3 delta. For tesla its 20-30% strike distance

[@Jc-tg5pv]

Hi Kelvin, thanks so much for ur insights. V informative. Btw, just a suggestion if u could consider doing a video that explains the difference between investing in Local bank stocks vs REITS (pros & cons). Think it will be a very informative one, esp for newbies deciding on what to invest w only a handful of cash. Thanks!

[@KelvinLearnsInvesting]

Actually why not both? Haha. They are both good!

[@MaxGarmin]

Kelvin, all the best for 1M40 goal, which I am sure you will get there given runway ahead of you to ride out the storm, take flight with the bull and the clinical execution of your plans. 😊

[@simplyjulian007]

that’s one of the gentlest (最温柔) “paper-handed your head lah” i’ve ever heard loll

[@arroentertainment3922]

Thank you for the video, great content. Can you explain your tesla cover call strategy ? You sell cover calls every month or two weeks?

[@5canwalk2]

Your impersonation of naysayers is always accurate and hilarious!

[@snoopcatt4268]

Bro can update your portfolio p&l now? Mind also sharing your put options p&l?

[@vanessaboey8357]

How to learn options ? 😮

[@yuanfanglu]

Hi Kelvin, how you managed to get 6k/per month for TSLA options, can share more?

[@DigitalBusinessDrive]

Nice can share your tesla puts and sells price just ruff estimate last you trade

[@joellee934]

Bro, I’ve been following you for quite sometime. Which company u use to buy those stocks ah?

[@KelvinLearnsInvesting]

IB

[@itconsgenio]

Thank Bro!

[@cyyron]

Actually your portfolio includes money from your "family" right? hence your target of $1m by 40yo, includes their money too? or solely $1m from your own cash?

[@fengjikangqiang]

Overweight tech...you should consider some down to earth food Staples like Mondelez, Marfrig Global, industrial like dupont, braskem. Oil ;PBR

[@aaronloh321]

What happened to your first rule of investing and that is not to lose money. Why did you sell off ARKK and ARKG?

[@jerryyap1516]

Huge means how much?

[@lawrencelaw6136]

Mr loo combo of SPY and little QQQ is good.

[@PokeJaeger]

Is it only me? I can’t seem to view current market price on tiger..

[@Shortysding]

Respect to you man.

[@genehow4989]

Bro can share again how you sold your tesla options to get so high income? I have 1000shares too but can’t achieve your impressive returns

[@matthewwong8023]

Well done 👏 boss! Continue to diversify to balance the risk 😅

[@bigno1900]

80% into isac etf. 20% allocated to individual stocks for my case.

[@KrishnanV9]

What’s Isac etf?

[@isakeng007]

I recommend that you diversify to different sectors and not just in tech. I think you should still invest in ARKQ. That fund looks the most stable among the Ark funds. You could do that to have exposure to innovation stocks so you can focus on picking stocks that you feel are undervalued. Take note that this is not financial advice.

[@marggie5225]

😂

[@SzI18]

Hi kelvin, can you tell me more about your covered calls?(monthly dte? How far out of the money?) I have enough shares for 4 CC’s per week. However, I’m only getting around 150 usd a week

[@letgotothemoon8174]

Good Sharing ! Next year will be better lah

[@KaLong85]

lol @ paperhand your head once again thx for sharing your portfolio

[@Gogo-hk2dh]

why sell arkk?XD no nvidia? no pltr ? =)

[@tehcsiewdai5492]

Where did you hold your SOL for the 6% rewards?

[@KelvinLearnsInvesting]

Phantom wallet. I just choose a validator that has good score. Tutorial kzbin.info/www/bejne/d36cq2Bna99ppZY

[@ralphou]

for the iB function, is that a desktop function?

[@KelvinLearnsInvesting]

Ya desktop function

[@stickymoney]

Solid!

[@printpainting1293]

Can we use dbs vickers to buy such stocks? Including cryptos?

[@KelvinLearnsInvesting]

US stocks yes. Crypto is only available for accredited wealth clients

[@printpainting1293]

@@KelvinLearnsInvesting thnks, so for crypto what platform to buy and sell?

[@charlesalex3601]

Your dry humour make me subscribe. Keep the humour dry, makes me laugh hahaha

[@lawrencelaw6136]

I love IB. Pay 2.58% interest for usd now.

[@goodblessing512]

Buy QQQ & SPY and average down slowly. Don't know when is the bottom.

[@mikeang80]

The monthly option payout is very impressive.

[@PokeJaeger]

Thanks for the transparency Kelvin! Very insightful! Sorry can I ask a question. I usually calculate my weightage using costs of shares. And if using that, calculating your portfolio will result in TSLA being 80%. But your table shows 85%. What is the basis for your baseline? Maybe I missed learning something but if you share, must appreciated🙏

[@KelvinLearnsInvesting]

You are most likely correct. I’m just getting the numbers from my portfolio tracking app, it may have just fluctuated while i was copying it

[@PokeJaeger]

@@KelvinLearnsInvesting ok cool thanks!

[@maedaydreamer8386]

Arkk loss. Damn. Me too. I sold it at a loss for I think 1k early this year. I'v already forgotten about it coz its painful.

[@zawmyo1970]

How come your btc 0.17 cost is abut 30k plus

[@KelvinLearnsInvesting]

Bought near the peak

[@techfactsglobal2571]

Do you sell options below your cost basis?

[@KelvinLearnsInvesting]

For square yes

[@jkzjkz-nx1xg]

Kelvin, can I buy ireland domiciled ETFs using IBKR, US account ?

[@KelvinLearnsInvesting]

Yes

[@gasohwjchen]

I'm actually planning to sell my TSLA shares & buying into BTC & ETH. The risk & return ratio is so much better den TSLA. Also, I feel that the new ETH is the NEW TECH!

[@impulse4597]

Yes, trust me , eth is the future, im a;ready all in

[@deathcruzer9239]

Would you be buying into reits or dividends stocks? Why and why not?

[@KelvinLearnsInvesting]

Wont be buying. While dividend stock gives passive income and stability, it has low growth. I dont need passive income nor stability, and i want high growth

[@darrenchia304]

Write off your usdt n luna?

[@KelvinLearnsInvesting]

Not invested in Luna and USDT. I parked my warchest money in UST, but all of that money came from options income. I don't include warchest money in portfolio, so i didn't show it here. But if i do, I'm still up as i only loss 20% - 30% of that money

[@mming_my]

Kevin must be eating cheap food for yrs to be able to save that much lol!

[@MaxGarmin]

Mine is not looking too pretty as well. Just have to brace and ride out the storm.

[@eliasgc49]

Why not stake your ETH with Rocketpool or Lido? both are great liquid staking options for ETH. Getting 5% APR on ETH staking my ETH there

[@sebastianl6809]

$325K Portfolio, how much losses? Didn't put your stop loss and place risk managment ?

[@hgr126]

how much delta are your sold tesla options usually? are they usually 1 month out?

[@KelvinLearnsInvesting]

1 month out. For apple and square its around 0.3 delta. For tesla its around 20-30% strike distance

[@hgr126]

@@KelvinLearnsInvesting ​ Thanks! Very curious if you have any rules on WHEN to sell tsla options? do you wait to sell on green days/ after macro/fed announcements / quarterly earnings/ major days etc, or does the timing not matter to you and just sell 20-30% distance? appreciate your inputs! :)

[@KelvinLearnsInvesting]

@@hgr126 I'm usually too lazy to wait for special days to sell. Cos they don't occur often. My rule is just close if there's 2-3 weeks left, and the option has less than 50% value remaining

[@greenbhhb4131]

"paper hand your head la" haha.

[@gasperblight931]

wah so much money, Kelvin make it liow

[@lucasnguyen5009]

"So, paper hander your head ah?" LOL

[@limy0018]

Tesla 85% sounds really scary for me! But you bought at low points so probably still ok. Thanks for sharing and I enjoy your video very much. From Malaysia

[@ybbolb]

Aren't you worried that your stocks might get called away?

[@Ryan-sz3yi]

Where are your arkk investments?

[@KelvinLearnsInvesting]

Like i mentioned in the video, i have sold them at a loss

[@hiraihyde]

sniper theory man. TSLA still got many s-curves to go!

[@buithi4488]

What happened to your Ark ETF?

[@KelvinLearnsInvesting]

Closed at loss

[@buithi4488]

Sorry to hear about that, hope you will do better in the future😅😀

[@aikey4499]

Kelvin I just realised u not holding palantir anymore?

[@KelvinLearnsInvesting]

I'm only using PLTR for wheeling in the past. The stock got called away and I stopped wheeling it already

[@buithi4488]

No pains no gains no risk no profits 😅

[@vcntwllm]

Transparent just like chicken genius 🐔

[@FutureWei]

Jia you, bro,

[@glenyip1848]

Hi what trading platform are you using? is there any risk when trading in platforms like moomoo and is it better to trade on older brokerages like TDAmeritrade/IBKR?

[@trendgeneration9005]

Kindly help request daren yoong to reveal his portfolio too. Thanks ya

[@KelvinLearnsInvesting]

Done!

[@roubini74]

i applaud yr honesty. I love tesla but i don't own any. Digital currencied i like but i don't own btc, eth amd wont touch solana. Macro outlook isnt good worldwide. PE for tech stocks will drop amd so will stock price. I am on the sidelines waiting...

[@reallydead]

Wait. U have 54 SQ shares, but u sold a call option on it? Means u sold a partial naked call?

[@KelvinLearnsInvesting]

The account has more Sq stocks from my family, so i can sell 1 covered call

[@SWTAN-JEFFREY]

Diversification involves correlation coefficient .. yr portfolio is all +1... Miss the mark ( harmatia)..!

[@winztan7402]

overall your portfolio still positive ya? how come you put HUGE LOSSES?

[@soonchyetan2524]

Tesla can invest but ARK is not advisable, cause mostly are growth stock!

[@bensontok]

To the moon.

[@skycheong1221]

is that one of the reason hair become white?

[@mightysheep4404]

Have you reduced your holding on Tesla? Still good?

[@SharingIscaring2022]

Tesla going to $50

[@buzzbunnyrabbit]

So for your SQ stock, since you only have 54 stocks, how do you execute the cash secured puts strategy? Also to summarize, you either sell at a 0.3 delta or 20% away from market price with 1 month DTE. Am I correct?

[@KelvinLearnsInvesting]

Me and my family stocks add up to 100. Ya that’s right, for sq and apple its at 0.3 delta. For tesla its 20-30% price distance. 1 month dte

[@davidchua2633]

Hi Kelvin, your portfolio has shrunk by more than USD40k since the video. Dipped below USD300k this morning. Perhaps it is time to re-balance your portfolio and trim Tesla's weightage? Given the murky outlook, perhaps can add some defensive stocks (utilities, consumer, healthcare) into your portfolio? ~ David, a concerned follower.

[@SharingIscaring2022]

now its near $150K...Kevin have to promote more Moomoo to get more reference fee liao...Too much concentrate on a single stock can be double edge sword.

[@lishr4536]

why did you sell ARK?

[@KelvinLearnsInvesting]

I'm not confident that its holdings will do well in this high interest environment

[@feudallordcult]

just ensure your stakes don't cause severe insomnia or suicidal thoughts. end of the day, it's not about timing but your time in the market.