Roasting The $80,000 Stock Portfolio of an IT Entrepreneur

Roasting The $80,000 Stock Portfolio of an IT Entrepreneur. In this new format, Andrew and I will take a look at the portfolios of some of my subscribers. We'll discuss the overall portfolio construction, look at the financial setup of the individuals, and share what we think about some of the decisions that have been made. Of course, this is not investment advice and we only share what we would do if this were our portfolio for entertainment purposes.

*DO YOU WANT TO LEARN HOW TO INVEST SUCCESSFULLY AND TRANSFORM YOUR FINANCIAL LIFE?*

I've developed a value investing mentoring program, in which you will learn everything from basic personal finance concepts such as ...
✔️ goal setting
✔️ developing a "rich mindset"
✔️ dealing with debt
✔️ big life expenses
✔️ investing 101 ...

... to more advanced topics like ...
✔️ how to read and work with financial statements
✔️ competitive advantage analysis
✔️ assessing the quality of management teams
✔️ valuation methods
✔️ behavioral finance ...

and MUCH MORE!

*GET IN TOUCH:*

WATCH NEXT:
○ The S&P 500: Your Ticket to FREEDOM? (How to Invest in 2023)

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DISCLAIMER:
The content provided on this channel should be considered an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The stocks and funds discussed on this channel are examples only and may not be appropriate for your individual circumstances.

Before making any financial or investment decisions, I recommend you consult a financial planner or advisor to take into account your personal investment objectives, financial situation, and individual needs.

In no event shall René Sellmann be liable to any viewer for any damages of any kind arising out of the use of any content published on this channel, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages.

I hope you enjoyed the content!

[AndrewLetendre]

Thanks for having me on, looking forward to more of these!

[morten]

Investor AB is a great Company. Very well run.

[danielegianetti]

Canadian banks are world recognized among the best, and infact Canadian banks (compared to US and Europe) were relatively unscathed by the 2008 financial crisis due to conservative lending practices, a strong regulatory framework, and being well-capitalized with robust balance sheets.

Specifically, BMO pays a safe consistent dividend for almost 200 years, among world wars and harsh recession. It is my "oldest" position and mostly bought during the lows of 2020. It has kept me afloat during 2022 and now, even if banks were heavily down in 2023/2024 I'm still in very positive territory and enjoy yearly dividend above 4%, I can't complain 😊

[QuantCompounding]

watching this now and thoroughly enjoy the new format. totally resonate with what you said around 24:44.. feels like many div investors don’t fully appreciate the other ways of generating cash flow e.g. selling down shares. once this penny dropped for me i moved immediately from a distributing global index -> accumulating one. much more tax efficient in my case!

[NicoDGr]

Thank you for the video, very interesting !! :D

[marcusjhacker]

Great video. I'm definitely taking away the advice on trimming my own portfolio. Currently 20 stocks but mixed level of conviction across the portfolio. I'm partly waiting for some to cycle from current lows before selling though. I'd really like to use the software you mentioned at around 44:40 which will give you the weighted PE data. I couldn't pick the name up from the video, can you let me know what it is? Many thanks.

[SN-ymvm]

If I own only 3 stocks and my top position is Palantir at 45% is it too much?

What do you think of Daniele's portfolio?

[janbarta]

Could you provide us the spreadsheet table with Investing stats please? Thank you!

[danielegianetti]

Tyson Food I specifically bought after the drop from the latest "performance" of the CFO (found drunk sleeping somewhere, if I recall correctly), and I think it did hit the bottom of those days, and it's in fact 16% up in less than 3 months and pay me a decebt dividend. I may however decide to sell once the cycle peaks.

Similarly ADM was bought after a minor financial "scandal" for their nutrition sector took the shares down. It's again another cyclical I may decide at some point to sell

[brianernzen]

I like Archer Daniels Midland more than Amazon. I own ADM stock and do not own Amazon stock.

[hansschmidt]

Thank you for the video. Not sure what to think about the portfolio as I don‘t know many of the stocks. Too many financials for me. It seems to me that Tyson Foods, Nike and Starbucks were added due to their brands and (historically) attractive valuation. They wouldn‘t be stocks I would buy due to the lack of growth. I thought the video was way too long, going directly to the portfolio roast could be an option to consider. I also didn‘t like that there was no performance data, some of the positions might be trades rather than longterm buy and hold positions……

[faustzxc]

One of my portfolios is entirely defensive, dividend, and low correlation to the S&P 500, used to replace bonds.