$191,420 Portfolio Overview: Promoting & Demoting My ETFs

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$191,420 portfolio overview showcasing the change in weightings I will give to certain funds that have exceeded my expectations. This portfolio overview dives into passiv a portfolio organizer tool to help better identify what to buy to stay on par with your goals.

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Disclaimer:

This video is for informational purposes only and should not be considered investment advice. The information in this video is not intended to be a substitute for professional investment advice. All investment involves risk, and past performance is not a guarantee of future results. Before making any investment decisions, it is important to do your own research and consult with a licensed financial advisor. The presenter may hold positions in the securities discussed in the video and may sell, buy or hold such positions at any time. This video may contain forward-looking statements that involve risks and uncertainties. The actual results could differ materially from those discussed in this video. The information contained in this video is current as of the date of production and is subject to change without notice.
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TO ACCESS THE COVERED CALL ETF ALLSTAR TRACKER

CoveredCallETFInvesting
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Hey Jordon, as HDIV holds UMAX - I am going to swap my Umax into HIDV, it provides the same distribution currently .17/share but will cover more in the all-in-one etf

Suzy-LSI
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Great video. I like to see the inner working and thoughts behind your investment decisions. More content like this please 😎

TheProjectOverload
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Lower mainland bro always waiting for your videos every Sunday :)

abha
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Well done! One hour ago i ask a question about uscl, i meant eqcl. You just answered it here. Thank you

Gillesgip
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🎯 Key points for quick navigation:

00:00 *📊 Promotions and demotions in portfolio based on fund performance*
02:55 *📈 Reflecting on fund performances to reward those exceeding expectations*
06:18 *🔄 Swapped out funds for better performing options*
08:31 *💼 Promoting funds that have exceeded expectations*
10:10 *🚀 Highlighting the growth potential in specific ETF funds*
12:36 *💹 Adjusting fund weightings based on performance and future potential*

Made with HARPA AI

barbieseviltwin
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Love your videos Jordan! Just curious what is your monthly contribution amount to your portfolio? (Not including distributions)

TibbTwelve-krbm
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Due to the spousal RRSP, it looks like you are weighted around 50% into HYLD. Not concerned about the concentrated weighting in total?

timaguilar