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Over the last few years, I’ve been publicly sharing in my Monthly Goals Reports the progress that I’ve made financially in my online businesses, as well as my investing progress to a $1,000,000 stock investment portfolio within my holding company.
I’ve had many people ask: “What is your investment strategy and philosophy?”
While I’m by no means an “expert” on the topic of investing, I can share what I’ve personally done and what has been working for me. There are many other people that are more qualified and ideal to follow than myself.
However, through my transparency, perhaps you can learn from some of my successes and wins, and it can give you a behind-the-scenes look at what a $1,000,000 investment portfolio looks like.
Before you watch the video, a few things to note:
This isn’t my entire portfolio. This is just within my holding company. I own personal investments as well, that include cash, stocks, bonds and a real estate rental property. When you make a lot of money in your business, you’ll want to create a “holding company” to protect and hold your money, which gives you flexibility when it comes to investing and for tax purposes.
I live in Canada and I invest in the TSX (Toronto Stock Exchange). The primary currency I trade in is Canadian dollars and primarily investing in the Canadian economy, as I understand it the most. However, I do have investments in U.S. dollars and outside of Canada as well.
I’m no “expert” by any means. I’m just someone that has learned through reading books, having mentors, and through my own trial and error. There are still many things in the investment world that I don’t understand. However, if you can benefit or learn from my transparency then that’s great!
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I haven't started investing yet but my advice to anyone who's thought about investing - pick up one of Robert Kiyosaki's books. The man will completely change your attitude to money, and he has with me, made me feel like I can achieve anything if I simply plan for it and stick with that plan. Most people don't become rich because they don't plan for it, they spend their money on things rather than on assets that get their money working for them.
Great video, really inspiring!! Dividend paying stock is something that I've just begun to invest in. I'am 33 and I'am pretty annoyed with myself that it's something that I haven't done along time ago. Seeing the returns that you are achieving through your dividends is amazing and motivates me to try and replicate it. Well done on your success!!
I'm a complete newbie, recent high school graduate and I don't even know where to begin, looking at this gives me a great amount of insight on what I should work towards. I'm still a little bit confused on where to start but I really appreciate this channel because I didn't learn any of this in school 😢☺
I'm Canadian too and started with mutual funds when I was 20. Contributed $50 a month to that and now it's in the thousands. If anybody young is reading this, start ASAP. Now, I'm finally going to take my first dip into stock investing. I've just opened my Questrade account. This was so helpful! I get scared whenever I watch videos that suggest day trading. I'm really just not about that. Thank you.
Petite Please you can just hold onto the stock and some will pay dividends. Once you become good as understanding the market and want to take it to the next level. Options will be the next step if you want a higher ROI.
Very inspirational. lots of good info that I learned when I started. I don't have $1M portfolio yet but I am using the same strategy of buying during a recession and dollar cost averaging. Thumbs up'd you. thank you for sharing your experience and portfolio. I am at the point where I know not to freak out when the stocks I own dip and to apply Dollar cost averaging.
I had to come back here to say, thank you stefan. Your transparency and wisdom gave me the confidence to invest in stocks. I've already started my portfolio with only invested $60, but you gotta start somewhere right?
"Compounding interest is the 8th wonder of the world" ~ Albert Einstein
compounding dividends is something Rockefeller did. and what warren buffet did.
Basically, compound as much as possible.(do this by reinvesting or investing in certain things.) and compound in high paying/ safe dividends.
Thanks for sharing. It is quite risky for individual investors to speculate on individual companies. Before picking stocks you should first be clear on your strategy for asset allocation and position sizing. This is more important than picking stocks. You should also think through how your portfolio will handle a stock market crash and then how your brain will handle seeing your portfolio go down 50% or more. You have a massive allocation into banks/financials, which most likely is a clever thing, but dangerous if there is another bust in the banking sector. The Ray Dalio's "All-Weather" portfolio and Harry Browne's "Permanent Portfolio" could provide some inspiration on asset allocation that give good results without massive drawdowns. Picking individual stocks are a lot of work. Such portfolios will give much less work and make the income much more passive:)
I like your strategy on investing in steady & established companies that pay dividend regularly. This strategy is definitely very beneficial to those who are very busy with their daily work and do not have time to trade on a daily basis. And you're right to say this is definitely a long term strategy. Thanks for the video :)
Love the video, very informative. I'm currently 18, but started investing at age 17 and seeing what you have achieved is very inspiring. Hope everything goes great and will continue to support the channel!
Great video and I congratulate you on your success. I have recently been thinking about the whole idea of investing money, and I have to admit it has crossed my mind to get proper education in economics, but it would be mostly to multiply my money (even though I am more of a fan of different courses)- my question is, do you think to securely and knowingly manage your money, you need a proper education about the market. I have not seen your other videos (forgive me my ignorance), so I don't know if you have actually studies something that had given you good background on investing- but do you think it is efficient enough to educate yourself on investment and market books themselves.
Once again, huge congratulations on your success.
Great Video. Thank you for posting. I am with you as a Dividend investor. I live in US and I am a first index fund investor. Now, I invest heavily on index dividend funds. I believe the company with paying high dividends are more stable and are more concerned about investors than growth company.
Hey good stuff for a new investor. I am also in Canada. I have been studying accounting and recently got into value investing in equities. I appreciate learning about Norbert's Gambit. I will do some more research on this. Thanks for the info.
This is a very interesting video, I have been looking at getting into investing for a few month now and I was looking to invest in stocks that pay a dividend, i am 34 and I am also looking at the long term.
Where do you find out what stocks pay dividend's and how often, what sites do you use to find out this information ?
I am also looking to invest in bonds to diversify my portfolio
Total poor newb here...This was very eye-opening and inspirational. I'm far from the point where I can invest -- gotta get out of debt first -- but I'm going to work towards this. I appreciate the motivation.
don't wait until you are out of debt 1st
what you should do is budget and start a savings account.
Keep paying your bills and debts but save some money every week/month
You will grow your savings and get out of debt at the same time.
Once you have about $1000 or so invest half $500 in the stock market and keep the other half in your savings account in case of emergencies.
from there you just repeat the process it will build up slowly and take a long time but eventually, you will get to the point where you are out of debt, have savings and investments.
never put all your eggs in 1 basket.
A fellow Canadian that is just getting started with investing. I am 20 years old and just opened up an account with a "small balance" as i am a student. Just discovered your channel and hoping to find the best way to invest my money.
Magnr is a handy cross-platform trading site connected to a few big Bitcoin exchanges. Accounts never require any personal data or identitiy proof. So signup is quick and possible with anonymous data.
Leverage is available at Kraken up to 5x for several cryptocurrency pairs, including bitcoin. The fees are depending on the volume of the margin account.
Bitcoin can be traded on GDAX up to 5x leverage. The margin trading option must be manually turned on the account in order to make sure the users understands and reads the associated risks.
Margin trading is basically borrowing funds to purchase an asset, this allows you to buy more bitcoins that you would normally be able to do normally in the hope of making bigger profits on the price movements.
Advantages of Margin Trading.
The biggest benefit of margin trading is that you can take advantage of the additional funds when the market moves in the direction you expected. The overall profit of the positions once the bitcoins are soled and the loan is repaid is significantly higher compared to an ordinary trade execution.
Disadvantages of Margin Trading.
The disadvantage of margin trading is by nature the amount of risk a margin account can hold. The higher amount of leverage you take the bigger amount of money you can loose in case the market moves in an unfavorable way. Due to the margin call, the margin account must be funded countinuesly that involves significant amount of liquidity. It is only advisable to trade on marking if you have enough experience already on the market. To mitigate the associated risk, many trading platforms only offers limited amount of leverage trading opportunites.