Roasting My Subscriber’s Investment Portfolio (stocks + ETFs)

In this video, we go over the profile and portfolio of a 37 years old subscriber with wife and kid living in Greece, Europe.
We'll check his net worth, living expenses, we'll talk in details about his investing portfolio positions, and we'll answer his question about reaching financial freedom and becoming a good investor.
If you want your portfolio and finances to be analyzed, write me an email!
Enjoy!

💻 Thanks to @humphrey for having given me inspiration for this video!
You should all check his channel!

Timestamps
00:00 Intro
00:34 Subscriber’s profile and expenses
03:01 Subscriber’s Investment Portfolio
04:50 Analyzing Individual Stocks
07:09 Only this liquidity??
08:26 Portfolio Breakdown
09:13 How to reach your Financial Goals
10:36 How to invest smart
11:42 Am I late with investing?
13:02 How to structure my investing style?
14:14 Do you want to be in my next video?

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This content is for education and entertainment purposes only. I'm not a financial advisor and I don't provide investment, legal, or tax advice. Some of the links in this description are affiliate links that I can receive a commission for at no additional cost to you.

[rick.austin]

This is my first video commenting on a subscriber's portfolio and finances.
I hope you enjoy the format!
You're welcome to contact me if you'd like me to make a video on yours 😉
Cheers! Rick

[arigutman]

Now this, my friend, is a great series!

[Whitelily-wjcuqio]

*NOW THAT BITCOIN ETF IS APPROVED, WHAT IS THE BEST STRATEGY TO ENTER CRYPTO TRADING FOR SOMEONE WITH MORE LESS THAN $5, 000 TO INVEST ?*

[xeniatutorials]

I liked this video 😍 it’s nice that you help in this way. ❤ keep going.

[Fadi-hlox]

So an update on my overall portfolio. I have 4 ETFs and 8 stocks. BND, PEY, VTI, VXUS. And then for stocks I have BAC, PEP, VZ, VICI, WFC, WM, WMT, WPC. And the allocation is 76/24 on percentages

[xristospexlivanis]

What a Great video 🎉🎉 you are the best thank you very much 🙏 I do everything you said my investing journey just begin thank for your advices..

[TheBazino]

Depends on when he bought UIPath. I'm in the automated testing industry and it's close to a breakout moment, with more and more companies interested in testing their systems automatically. UIPath is within the top 4 in terms of potential in this market. And I'm saying that working for one of the other top 3 competitors. The market has potential to become as big as the market for Salesforce, SAP, etc. within 10 years so that's pretty big. But yeah, it's a growth bet.

[casey]

Great video thanks, what is the calculator you are using ?

[alexeyry.]

Nice video Rick, just keep doing more. Rick what is your opinion, in what proportions is it better to hold stocks and ETFs in a portfolio, 50/50?

[АлександрХимченко-ою]

How he can invest in ETFs if it prohibited for European investors?