5 Ways to Create A Diverse Portfolio Without Index Funds | See Our Investment Portfolio (Ep. 7)

preview_player
Показать описание


Our Rich Journey - 5 Ways to Create A Diverse Portfolio Without Index Funds | See Our Investment Portfolio (Ep. 7): It’s the end of the month and time for another stock portfolio update! In March of 2020, we invested $5,000 into three index funds within this portfolio. Each month after that, we invested another $1,200 and provided a video update on our portfolio as part of our monthly investing series. But, we don’t just show you the performance of our portfolio. We also answer investment questions. In this video, we show you the performance of our portfolio and we also talk about ways that you can diversify your portfolio without investing in index funds. Of course, we LOVE index funds and talk a lot about them on our channel. But, in this video, we wanted to give you other options for diversifying your portfolio. Thanks for watching!
▸▸▸Check out some of our other videos!

Index Fund Portfolio - Video Series Playlist:

▸▸▸PLEASE SUBSCRIBE:
If you like our video, please make sure to "like" the video and subscribe to our channel. We post two videos a week related to our journey towards financial independence, including making money, saving money, and investing money. Make sure to check out all our videos and . . . join the journey!

DISCLAIMER:
We are not financial advisors. Our videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember to make smart decisions and do your own research!

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our personal opinions.

#FinancialFreedom #HowToRetireEarly #FinancialIndependenceRetireEarly
Рекомендации по теме
Комментарии
Автор

Enrollment is now open for our 365 Days to F.I.R.E. Program for 2025
Sign up and get:
◼ Completed F.I.R.E. Plan, Stock Investing Plan, Real Estate Investing Plan, etc. by the end of program
◼ Daily F.I.R.E. Actions
◼ Monthly Live Q&As
◼ Small Accountability Groups
◼ Quarterly Book Club
◼ 3 Meet-ups in Portugal, including a 2-Day Conference with us in Porto!
◼ Private Facebook group
◼ Lifetime access to daily tasks, recorded live Q&As, recorded book club meetings, Facebook group, and resources
◼ Discounted future meetups as 365 Days to F.I.R.E. program alumni
◼ And more!

OurRichJourney
Автор

*Do not invest what is left after spending*

spend what is left after investing 🔥🔥🔥

cryptoflippodcast
Автор

Hello you guys! We finally did it and started investing! Actually, I did all the ETF "shopping" after my husband and I decided together how to create our diverse portfolio(s). And I am so proud of myself that I can call myself financially literate! All the work of learning gave me so much confidence and I know what we are doing. It still takes some courage, but I don't feel like I am gambling at all. Thank you for being such wonderful role models! This helps me immensely as I can't talk with many people about this topic. Thank you for creating your wonderful content! Hugs, Kati

KatiCarrapa
Автор

I love how you take a complex topic and make it so simple to understand.

DividendGrowthInvesting
Автор

Nothing like the combination of index funds and a diverse portfolio to help me sleep at night. Minimize risk, maximize happiness!

moneybee
Автор

I actually look forward to this episode every month

papafiob
Автор

The best of the best investment anyone can make is to marry the right person (a tough ask for the majority)- you seam to have cracked it - it's called the power of 2.

rachaelchari
Автор

What a family! So supportive of each other!

brandynmayo
Автор

Hi Amon & Christina 👋🏽
I’m late to the world of investing BUT thanks to watching your videos & learning from you both, & doing my own research, so far I’ve:
1. Opened an IRA with Vanguard (VTSAX)
2. Opened with Charles Schwab (SWTSX)
3. Bought 2 shares of ETFs at Vanguard (VTI) .
I’M SOOO PROUD OF MYSELF 🙌🏽👏🏽✌🏽👊🏽.
Thank you both for helping to educate us. Love from across the Atlantic Ocean.

judithbuchanan
Автор

I'm a woman in my mid-20's but I think of you two as my financially savvy youtube parents 😂 Thanks for sharing great advice and guiding newbies, like myself, through all of this!

mejavou
Автор

I’m throwing a decent amount into AT&T (in a diversified portfolio). Currently has near a 7.5% dividend that appears to be pretty safe. Also grabbing Chase while banks are pretty beat up.

judgemorris
Автор

Spent 3 hours on a Sunday morning binge watching all of your Investment Portfolio episodes. Love it and the additional information you put into these videos. Keep up the great work!

bfree
Автор

I LOVE your channel I am in the process of rebalancing my portfolio and moving my profits (realized gains) into buying index funds. With the Dow up at 30, 000 yesterday I sold specific shares and moved that money between my savings and buying index funds.. For me I realized I was too overly invested in individual stocks. Thanks for your sound teaching !

AlanaBertozzi
Автор

I think we might need videos on how to do income generating portfolio and capital gain portfolio separately. Thanks

suatkilic
Автор

Hello
This is the first time i am watching your video. I want to say that you guys are doing a fantastic job by giving back to the society, with such insightful videos. I thank you from the bottom of my heart. I shall be watching each and every video of yours as and when time permits. Great going. Keep it up.

harrshitagangwaanii
Автор

Love your contents! Thanks for sharing. Question: Do you have a good mechanism to determine if the stock market is too high and to stop adding more to this portfolio or even to sell?

ningh
Автор

I see “Our Rich Journey” new upload alert on my phone and I either tap “watch later” or watch right then and hit thumbs up. I’m a simple person😂. Thank you guys!

TheFamilyONetwork
Автор

Just curious - When you actively investing (monthly) did you all invest just that one time per month or did you spread it out over a couple weeks?

marqueswilliams
Автор

I think you guys are great. You actually really have me thinking about my future.

donaldlynch
Автор

Have you guys switched from Vanguard to Fidelity or is this for illustrative purposes only?

LimitlessCat