Inside My $1,588,950 Portfolio | November Update 2024

How to Grow a $1M Portfolio #financialgoals #passiveincome #portfolioallocation

Welcome to the behind the scenes look at my 1.58M portfolio! In November, I hit a new all-time high and made some of the biggest moves of the year! 💼 From transitioning my investments for early retirement to starting a $100,000 Roth conversion ladder, this update has it all. 📊

I’ll break down my portfolio holdings, all monthly transactions, and my dividend income. I also want to learn why I sold my JEPQ and how I’m preparing for big life events (yes, a new car is part of the plan. Boooooo).

I also share insights into the performance of my HODL Factory, where I’m still beating the market despite a tough month. Curious how I plan to reach $3 million in just 7 years? Let’s grow wealth together with time-tested strategies.

⏰Timestamps‌
0:00 - Intro
0:59 - HUGE November Moves
3:05 - Portfolio Overview
11:54 - Portfolio Contributions
13:27 - Dividends Received
15:17 - Portfolio Performance
22:18 - Looking Ahead

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This video is about: Inside My $1,588,950 Portfolio | November Update 2024. But It also covers the following topics:

Biggest Moves Of November
HSA Investment Strategy
Tax Benefits Of Roth Conversion Ladders

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✅ About Jeff Teeples.

Join me on a journey to financial freedom! Discover simple, time-tested solutions for long-term success. 🚀 Let's grow! 🌱

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🔎 Related Phrases:

How To Grow A $1M Portfolio, November Portfolio Update 2024, Dividend Investing Strategies, Roth Conversion Tax Benefits, Early Retirement Investment Plan, Best ETFs For Growth In 2024, Top Stock Picks November 2024, HSA Investment Strategy Explained, Portfolio Allocation For Beginners, Building Wealth For Financial Freedom

#financialfreedom #investmentstrategy #portfoliooverview #earlyretirement #dividendinvesting #stockmarketupdate

⚠️Disclaimer: I am not a financial adviser. These videos are for educational and entertainment purposes only. Please exercise due diligence before investing in any kind.

Copyright Notice: This video and my YouTube channel contain dialogue, music, and images that are the property of Jeff Teeples. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to my YouTube channel is provided.

© Jeff Teeples

[kentfaver]

Excellent monthly recap video Jeff. A great month. QQQ is up 3 days in a row as of 12/13 - all of which were record highs. I'm also re-reading a random walk down Wall Street - what goes MUST come down - history always repeats itself, and that is why your 1/3, 1/3, 1/3 is so smart. As you get older, those thirds will look different - but dang! what a decade. Congrats.

[carlostravassos]

Before you appear in my feed 😅 50% VOO 20% VGT 20% SCHD 10% Vanguard International Stock and IBIT 🙌🏻

[oldrin]

3662 monthly investment holy smokes god bless you and Mrs. Teeples!

[MvpMvp]

Another great video! Thank You. Good stuff! I am a big fan of VGT too. I have
10% VB 10% VUG 10% VGT 30% VOO 20% SCHD
20% VTV. VB VTV SCHD are in my ROTH, VUG VGT VOO IN brokerage.The mix seems to be working so far!🎉

[anurk]

@jeff, have been watching your videos every week religiously. Learnt a lot from you. We are in the same age as you and working towards early retirement. Have a couple of questions and it will be great if you can address them in later videos or point me to videos if you have already done it.
1. Your portfolio doesn’t have any 529 plan for kids. Is that something you track outside of this?
2. How did you come up with retirement nestegg value of 3 million? Is it just 25x annual expenses roughly based on 4% rule?
3. Do you assume mortgage is paid off for the retirement nest egg math?

[jonathankidd]

What are you going to do with the funds from QQQM? I’m thinking of selling mine and putting into SCHG.

[jeffcotter]

Do you have the Same data if you had gone SCHD AND QQQM vs VOO in those time periods