How Many ETFs and Stocks To Buy? Beginners Allocation Tutorial

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These are the 7 ways I would allocate my portfolio.

If you want to keep it simple, you can consider investing in ETFs that help you diversify across the broad stock markets.

If you don't mind the volatility and like to do your own due diligence, you can also sprinkle in some individual stocks. However, I would stick to companies in the S&P500 and DOW30.

If you are more advanced, you can consider selling some options to generate some income.

I personally would NOT use margin right now, just because interest rates are high. But I know that some of you who are more advanced traders like to use margin. Please make sure to use margin AFTER you fully understand the risks.

In the end, see what you're most comfortable with as this video is to give some guidelines/options on how you can allocate your portfolio. :)

Hope this helps!

-Steve

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Please continue to do more knowledge sharing videos, you are good at explaining, thanks much

madhurivandanapu

In the bigginer stage how much weightage each should better have among 90% for VOO, QQQ, SCHD?

harikiranvusirikala

Good presentation! Points well made. Beginners typically spread themselves too thin, and should buy just a few securities, collect dividends, and accumulate cash.

dancer-rhif

So how much money do you have to put in each month is there a certain amount that you have to put in or is it based upon ones income

ThePrime

Do you count your emergency fund as the cash allocation, or is that a separate $ amount designated for investing?

NothingBtBlueskies

Hey Steve
Im 51 yo and im looking to retire in 10-15 yrs. Do u have advice for folks in my age group to be better prepared for retirement? What should I be investing in? What does a portfolio look for me at my age?
Thanks Steve!

BangTheGavel

Thank you so much!!! your videos help me a lot... GREAT TEACHER!!

PvincentRN

As a suggestion as a teacher, I know you’re interested in teaching people. If perhaps you used layman’s language when describing trading and allocations or defining, the terms, it would be greatly appreciated. Pretend you’re teaching this to a five-year-old. How would you teach this what words would you choose to use, what terms would you use? How would you describe the definition of those terms.

joanaziz

Great video! Love your content. Was wondering if stocks in retirement accounts can be optioned (is that even a word?). Would you allocate any into US treasuries, bonds, or long term CDs for older investors, or always 100% in stocks/ETFs (& 10% cash) regardless of time til retirement?

ListerBliss