Im Rebuilding My Investment Portfolio - Here’s What I Bought

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Started off all gung-ho about the stock market, chatting about it on my channel and diving into investments left and right. Then, I got sidetracked with real estate, and well, let's just say the stocks got neglected. Lesson learned, though. Next time, I won't forget to spread out my investments into safer options like exchange-traded funds (ETFs).

Timestamps:

0:00 - Why It Got To This Point
1:19 - Roth IRA Update
2:43 - Get Updates to All Investments
3:28 - Portfolio Setup
3:50 - Investments #1 & 2
4:34 - Investment #3
5:36 - Investment #4
6:13 - Investment #5
7:03 - Investment #6
7:53 - Investment #7
8:17 - Investment $8
9:14 - All the Investments
10:13 - Portfolio Comparison to the Market

But hey, I'm back in the game now, and I'm not holding back. I'm sharing all my moves with you guys, from transferring my Roth IRA to Robinhood to spacing out investments to ride out market waves. Diversifying my portfolio across different industries, like tech, energy, healthcare, and real estate, I'm keeping it real and transparent about every decision.

And you know what? It's not just about me. I'm all about spreading the financial know-how. That's why I started "Common Sense with Dalton," a newsletter packed with tips and tricks to help you achieve your financial goals. So, let's ride this investment journey together, learn from the ups and downs, and hopefully come out on top.

Tags: dividend stocks, dividend portfolio, dividend investing, best dividend stocks, stock market, dividend stocks to buy now, how to invest, dividend income, investing for beginners, dividend stock portfolio, robinhood investing, robinhood investing for beginners, restructuring my investment portfolio, how to invest for beginners, what stocks did i buy, starting a new investment portfolio, how to start investing, how to start an investment portfolio, best way to invest

*Disclaimer* I am not a financial advisor. Any and all investment decisions must be made at your discretion. These videos are for entertainment purposes only. Also, some links in the description are affiliate links. They help support my channel without costing you extra money. The promotions discussed in this video are valid as of the posting date. Make sure you check to see if the promotions are still running.
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Man, the Fed rate cuts are starting to mess with everything. I mean, they were supposed to help, but now I’m feeling the pinch. My savings of 600k is basically giving me nothing, and the stock market projection is all over the place.

dannielleemarie
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Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210, 000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.

StevenDonald
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I had a situation similar to yours. I had a Roth 401K that had long met the 5 year rule. In Dec. 2019 I was preparing to retire in Jan. 2020 (over 59 1/2) and chose to transfer this Roth 401K to a Roth IRA with a well known brokerage firm. I was told by my brokerage firm that the 5 year rule would begin anew (I did not have an existing Roth IRA) so eff. 1/1/2024 I will have satisfied this 5 year rule. Additionally, I transferred a traditional 401K to same brokerage firm and have been making annual conversions to a Roth IRA but in a different account as I was advised not to comingle the two distinctly different contribution types.

ClayneBanks
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Fact, No one way to Wealth, just understand the key. As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?....

khadijasajid
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Investment is far better than money saved when you invest your money it works for you and helps you earn more money honestly I'm thinking about investing also but I'm scared of losing my money

GraceAlexander-vemq
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I'm an amateur with a portfolio of 370k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any stock suggestions?

Ravers-lyxd
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I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein..

AndreaRoberto-wmth
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Glad you’re back! One of my favorite channels on the tube. 🔥🔥

RajunCajun
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It's been quite a pump. But you know, with crypto, the big question is always when to take profits. What are your thoughts on that? I've been holding $250k worth of crypto since 2021 and seen it pump n dump

hermanramos
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You are on a roll my man. Pumping out the great videos. 👀👀👀

chriscardoso
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I do that all the time. I normally take some time towards the end of the year to reevaluate my portfolio, cash out on stock losses, and tax loss harvest. I always seem to take on too many single stocks for me to be able to keep track of, so tax loss harvesting is a good way for me to kick out the loosers and cash out on profits for stocks that I don't have the patience to keep up on.

lollipop
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Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in EFT stocks can be risky

TheDuke
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Good to see your videos again man fire🔥 I'm aiming to beat the market as well.

jsolo
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I know nothing about trading/investment and i'm keen on getting started. What are some strategies to get started with?

edwu
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I love your videos, Asset trading is the best investment one can do right now though stocks are good but ever since I swapped to trading, I've seen so much difference.

ArloMartina
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Wow you’ve upgraded your studio looks good!!

MoiseNicolas
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SCHD - dividend ETF. Dividend is less than Reality Income but provides a bit more diversification while also doing great in terms of growth lately. O is still iconic though

TheQSwizzle
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where can we get a copy of the Portfolio tracker spreadsheet?

phranker
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Happy to see youve been getting back into the youtube game! Net worth video?

TheCyclone
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It's essentially been scientifically proven that you cannot time the market. You should always invest as much as you can afford as fast as you can afford. For all you know the market is going to keep on a bull run for another two years. Or maybe it crashes tomorrow. It's literally impossible to perdict as both instances have been priced in.

TheFireGiver