HomeОбразованиеRelated VideosMore From: Project Life Mastery

My $1,000,000 Stock Portfolio: Investing Strategy & Philosophy

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Join Affiliate Marketing Mastery: https://affiliatemarketingmastery.com/?utm_medium=social&utm_source=youtube&utm_campaign=affiliate-marketing-mastery-promo&utm_term=my-1000000-stock-portfolio&utm_content=lc-youtube-description 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! ★☆★ VIEW THE BLOG POST: ★☆★ https://projectlifemastery.com/my-1000000-stock-portfolio-investing-strategy-philosophy/?utm_medium=social&utm_source=youtube&utm_campaign=blog-post-promo&utm_term=my-1000000-stock-portfolio&utm_content=lc-youtube-description ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ Subscribe ► http://projectlifemastery.com/youtube ★☆★ FOLLOW ME BELOW: ★☆★ Blog ► http://www.projectlifemastery.com/?utm_medium=social&utm_source=youtube&utm_campaign=homepage-promo&utm_term=my-1000000-stock-portfolio&utm_content=lc-youtube-description Twitter ► http://www.projectlifemastery.com/twitter Twitter ► http://www.twitter.com/stefanjames23 Facebook ► http://www.projectlifemastery.com/facebook Facebook ► http://www.facebook.com/stefanjames23 Instagram ► http://projectlifemastery.com/instagram Instagram ► http://www.instagram.com/stefanjames23 Snapchat ► http://projectlifemastery.com/snapchat Periscope ► http://projectlifemastery.com/periscope iTunes Podcast ► http://www.projectlifemastery.com/itunes ★☆★ ABOUT PROJECT LIFE MASTERY: ★☆★ The Project Life Mastery YouTube channel is the place to be for motivational, inspiring, educational, and uplifting self improvement videos. You can also follow for videos about online business, Amazon, and making money online! ★☆★ MY PRODUCTS & COURSES: ★☆★ Life Mastery Accelerator ► https://projectlifemastery.com/lifemasteryacceleratorcourse/?utm_term=my-1000000-stock-portfolio Online Business Mastery Accelerator ► https://projectlifemastery.com/onlinebusinessmasteryacceleratorcourse/?utm_term=my-1000000-stock-portfolio Morning Ritual Mastery ► https://projectlifemastery.com/morningritualmasterycourse/?utm_term=my-1000000-stock-portfolio Affiliate Marketing Mastery ► https://projectlifemastery.com/affiliatemarketingmasterycourse/?utm_term=my-1000000-stock-portfolio Kindle Money Mastery ► https://projectlifemastery.com/kmoneymasterycourse/?utm_term=my-1000000-stock-portfolio 24 Hour Book Program ► https://projectlifemastery.com/24hourbookcourse/?utm_term=my-1000000-stock-portfolio Kindle Optimizer ► https://projectlifemastery.com/koptimizercourse/?utm_term=my-1000000-stock-portfolio ★☆★ MERCHANDISE: ★☆★ Mastery Apparel ► http://www.masteryapparel.com ★☆★ RECOMMENDED RESOURCES: ★☆★ https://projectlifemastery.com/resources/?utm_medium=social&utm_source=youtube&utm_campaign=plm-resources-page-promo&utm_term=my-1000000-stock-portfolio&utm_content=lc-youtube-description
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Text Comments (157)
Winnie Carmo (13 days ago)
Thanks a lot for sharing :)
Georgios Goniotakis (1 month ago)
Hey Stefan. I was wondering what is your criterion to decide to get rid of a specific stock because it's not profitable anymore? Have a nice day!
Belle c (5 months ago)
perfect !!!!
Patricia Peever (6 months ago)
Thank you for sharing.
Goin' 2Live (11 months ago)
Thank you sincerely for providing such valuable content! :)
Eraj Misriyon (1 year ago)
Thank you Stefan!! Now I know a lot more about stocks and investing
Project Life Mastery (1 year ago)
Thank you Eraj. Here is another video you will love: https://youtu.be/covxjhXsCi8
Limits App (1 year ago)
Live off your interest
Joseph Hong (1 year ago)
eye opening
Beau Crabill (1 year ago)
great video! catching up to you Stefan, all about the long term, glad I am starting early
Evan Jenkins (1 year ago)
I'm a kid, why am I watching this?
LetYourLightShine (1 year ago)
what newsletters do you read to give you insight on what to invest in?
Drusila Barber (1 year ago)
I want to ask you what do you think about robinhood. I am in nyc and want to inverst some cash in nyse, let me know which app is your favourite and why please. thanks for your nice explanation!! :)
shih min Lee (1 year ago)
Your such a motivation....thank u for inspiring
Compliance Stop (1 year ago)
Great video thanks a lot !
Bad Ass (1 year ago)
Did you invest through the 2008/9 banking and mortgage crisis?
Georgek117 (1 year ago)
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.
Health Transformation (1 year ago)
Stephan, I really appreciate your transparency and honesty. Not many entrepreneurs that have your quality. You totally inspired me.
Razan (1 year ago)
thanks for sharing
Great advice for someone who wants build a strong portfolio. I subscribed as I would like to learn more about making passive income and investing? Thank you!
Amazing, Amazing, Amazing Video!
IImproveMe (1 year ago)
This is GOLD
Gateway 17 (1 year ago)
If you had to pick one bank to invest in, in Canada which one would it be?
Gateway 17 (1 year ago)
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!!
Marshmallows0_0 0o0 (1 year ago)
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 😢☺
Petite Please (1 year ago)
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.
Good advice, my friend. We all should have this mindset!
MrJosephb15 (1 year ago)
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.
Mike Non human (1 year ago)
thx for the advice
Project Life Mastery (1 year ago)
no problem!
Great video, brother! its very eye-opening. Thnak you!
Collins Slone (1 year ago)
Great video
Joshohoho (1 year ago)
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.
Andrew Nall (1 year ago)
How do you find these companies to invest in?
visionsofpromise (1 year ago)
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? thanks again!
Sam Kassam (1 year ago)
nice background
Ina Fatoumata Kébé (2 years ago)
Hi, can you make a video on how to open a holding company in Canada, such as yours (to hold stocks, options, etc)? I am trying to find out.
James Merone (2 years ago)
More videos like this. Please and thank you.
jerp pin (2 years ago)
USRM, look it up
Geoff Buchanan (2 years ago)
Hey James, do you think you'll be doing a similar video with anything you've learned since this video, and what you're holding in 2017? Great videos man, and great info! Thank you!
Project Life Mastery (2 years ago)
Hi Geoff, yes, have plans on doing more in the future!
Eseovhe Egborge (2 years ago)
Nice and thanks for sharing
Project Life Mastery (2 years ago)
No problem!
Nivan Vithiananthan (2 years ago)
Did you take part in the Canadian securities course ?
AuReX Blaze (2 years ago)
Luke the Giant (2 years ago)
Good vid
Nicole Rose (2 years ago)
I didn't know you could invest in retirement homes! Makes so much sense as to why it's a good idea hehe :)
Gainey Gainey (2 years ago)
Is that a denim shirt pocket?....,that's cool.
Erick Vazquez (2 years ago)
Awesome video!! I learned more about investing from watching this 30 minute video than I did from 4 years of high school.
Keith D'Mello (2 years ago)
Thanks for being open.
XZA K (2 years ago)
You totally deserve more views, great video.
ben maxfield (2 years ago)
NouVeaU Enterprises (2 years ago)
wow, good job, good info
Emmanuel Mercado (2 years ago)
Super awesome vid!
Mars (2 years ago)
very inspiring. "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.
blaavass (2 years ago)
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:)
Raj Sandhu (2 years ago)
Does anyone know how dividends are credited to your account?
Raj Sandhu (2 years ago)
Thank you, just wanted to make sure.
Kel GS (2 years ago)
Automatically if you have a broker account.
Ethan Kim Hong Soh (2 years ago)
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 :)
Gontse Richli (2 years ago)
Man I'm in SA I'm interested...I lack resources but I have internet,I pad and computer,,,,I actually feel like I need a coach
Midnight Rider (2 years ago)
So you probably never sell these stocks. Right? At what point would you consider selling one?
Victor Valencia (2 years ago)
Really enjoyed the video. The fact that you're Canadian relates a lot to me and makes it a little easier to learn from you! Keep it up
Sergio Acevedo (2 years ago)
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!
Mohamed Abdelfattah (2 years ago)
Thank you for sharing this. This video was a major breakthrough for me. Very inspired and am beginning to research related stocks.
Lucy Miao (2 years ago)
thank you for sharing your investment portfolio. totally agree with your investment philosophy and the way you pick the stock. Eye opening for me. I am blessed to come across your video
Prince Agu (2 years ago)
how do u pick ur stocks?
LiftOrGTFO (2 years ago)
Hours and hours of research. You also have to be very versed in global news.
Wojciech (2 years ago)
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.
Car PM (2 years ago)
Appreciate your transparency and insight Just subscribed to your channel 😊
Sonny (2 years ago)
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.
Joh G (2 years ago)
Best advice for a 19 year old University student who wants to get into investing??
sky 1187 (2 years ago)
Can you show us how to step to step when you buy again or sell.
Tomas Mendes DaSilva (2 years ago)
thanks for sharing
Kiwi (2 years ago)
love this! I only have about £500 to invest at the moment, as also running a business which costs a lot. This looks awesome though!!
dao_2_prosperity (2 years ago)
Thanks for sharing your portfolio. Definitely helps since I'm also in Canada :)
Die Or Try (2 years ago)
Hey man im 19 right now working full time and was wanting to start investing in the stocks, do you have any recommendations or a few starter tips
af_garcia (2 years ago)
Hey I heard u mention opening a business for tax purposes on ur portfolio... May you share some insight on that method thank you!
Nic (2 years ago)
how diversified a portfolio do you recommend keeping? On one hand you don't want all your eggs in one basket but on the other i wouldn't think you want to be spread out so much..
Ha Nguyen (2 years ago)
Omg. Thanks a lot.
Llanos (2 years ago)
Annual investing vs Monthly investing? Can you give advise on someone that can only invest a large amount annually into the stock market? What are the pros and cons to this approach?
royalskegee (2 years ago)
Monthly is much better for dollar cost averaging, annually not so much.
Jesus Ruiz (2 years ago)
ive had interest in investing for a while now and for that i need a friend and a mentor and i think i found that in you. Awesome video!
Girish Simmonds (2 years ago)
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.
krillansavillan (2 years ago)
Hi Stefan, have you considered silver or gold for times of recession so your money works harder after you liquidate?
Sharif Hasan (2 years ago)
when looking at dividend yield what are your requirements? do you only invest in stocks that have 3% or more in dividend yield?
Nick Dubé (2 years ago)
Thank you !!!!
Idris S.A. (2 years ago)
what was the name of that book
Idris S.A. (2 years ago)
and thanks
Idris S.A. (2 years ago)
awesome quality vid man.
Theodore Lewis (2 years ago)
great video, I was just talking to friend about buying Dividend stock and watching you money grow.
Alexander Bjerkvik (2 years ago)
Will you hedge if we enter a bear market... like by short-selling or options? Or are you just going to buy as it goes down?
Taylor Wilkins (2 years ago)
How long have you been trading?
Leo Castro (2 years ago)
good advice, keep it up.
Thomas Ydell (2 years ago)
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
how did u raise money for investing
Thomas Ydell (2 years ago)
he raised money from his other business, project life mastery, selling kindle books and selling stuff on amazon and probably a few other things
Peter Olsen (2 years ago)
This was great. Thanks for sharing!
Wrecklessrob (2 years ago)
awesome video, we have very similar concepts. i am 24 years old and i have been investing in the tsx for a few months and i love it. please post more videos like this!!
Explained (2 years ago)
Thank you, much appreciated!
Kaustav Chowdhury (2 years ago)
I have a small doubt, the dividend often takes a year to fund our account, is such long time wait valuable? I can make a fd for short financial goals or investment.... please help
Project Life Mastery (2 years ago)
Go for monthly or quarterly dividends.
Pens Suck (2 years ago)
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.
Lord TAKAHASHI (1 year ago)
Dont wait. agree with budgeting and try to understand your expenses. put small money a side and invest it in good assets which will in turn generate some income and help you out reducing the debt.
Edgar Santiago (2 years ago)
Great advice man! I'm going to apply this to my situation also!
Thomas Ydell (2 years ago)
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.
Deepti Kumari (2 years ago)
yes your investment strategy is good but the kind of money you have invested many people don't have that much money
Jordi Brink (2 years ago)
Great Video Man! Finally somebody who shows real insight! Keep it up
Jordan (2 years ago)
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.
Luky Buss (2 years ago)
Hello Stefan, can you reveal what newsletters do you use for picking individual stocks?
PizzaCandyChipsPop (2 years ago)
Good vid!
Arif Hussain (2 years ago)
Awesome portfolio Stefan! Could you please recommend some books/online resources to gain further info on investing? Much Appreciated.
kimy D (2 years ago)
awesome portfolio, thanks for sharing and great tips
Great video Stefan, I've been looking for solid advice for years (not "buy what I'm selling" financial planner advice). This really kicked my ass to take charge of my investments :-)
Ebook Writer (2 years ago)
What is holding company mean?

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