how's it going today guys welcome back
to the channel hope you're having a
great day so far so in this video today
we're gonna be taking a look at my
personal stock market investment
portfolio exactly what stocks I own how
many shares of each of these stocks that
I own and basically you know what my
cost basis are on these shares as well
and I wanted to real quick give a shout
out here to financial education he
recently did a video as well where he
basically went through his entire stock
market portfolio and his returns are
looking a lot better than mine right now
too so props to that as well but I
thought it was great to see that level
of transparency here and I think it's
great for people who are you know
doing these kinds of videos on YouTube
actually share their real results you
know opening up their brokerage account
and I will say that in the past I have
been hesitant to share my own personal
trading account just because you know
sometimes you make good moves in the
stock market sometimes you make terrible
moves when it comes to investing and
even if you study people like Warren
Buffett arguably you know the greatest
investor of our time if you read his
biography there the snowball you read
about a lot of different investments
that went very wrong for him over his
career of investing and so having this
goal of every single one of your
investments being perfect is just not a
good goal and it's not a realistic goal
either and so that is my goal with this
video is to be transparent talk about
the stocks that I own why I own them and
basically show you what my portfolio
looks like now I also want to preface
this by saying you know I would not
recommend replicating my portfolio or
just going oh Ryan or you know Jeremy or
some other financial Channel owns that
stock I'm gonna buy that stock you
should always do your own research and
as you're going to see with my portfolio
here this there I am NOT a perfect
investor by any means and there are some
stocks in my portfolio that are down one
especially that's down quite a bit and
so always do your own research when it
comes to investing but merely you know
I'm showing you guys my portfolio more
or less as a curiosity topic a lot of
people are curious you know what stocks
I own what my positions look like and my
cost basis on those shares
now before I get into showing you guys
my portfolio I just wanted to mention if
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this is only for subscribers of my
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long term investors I'm a long-term
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it might be a platform that is
interesting to you and if you want to
pick up that free stock and get yourself
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description it's an affiliate link you
guys do have to use that link if you
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entered in the giveaway but you
certainly don't have to you know use
that link and support me if you don't
want to it's just an option available if
you are interested okay so let's go
ahead and take a look at my portfolio
now starting off with what is the dollar
value of my portfolio as of today's
close it is thirty six thousand nine
hundred twenty three dollars and sixty
seven cents over all across my portfolio
I am down ten point four two percent and
then we'll get into my largest holding
right now which is General Electric I
own 1045 shares and my cost basis on
those shares is around fourteen twenty
per share as I'm sure a lot of you guys
know I started buying GE in 2017 late
2017 started buying it close to $20 a
share which was way way way too early to
be getting into General Electric stock
so I was one of those people that caught
the falling knife and got burned by
General Electric in the shore
term 2017 and you know well I guess
mostly 2018 was not such a fun year here
for general electric investors but right
now I am very confident in the long term
picture here with GE I was able to
average down with General Electric and
buy some more shares lower than my cost
basis and I have no doubts that I will
be able to at least sell GE at a break
even if I want to in the near future
here but I do intend on holding the
stock here for the next two to three
years and I would like to double my
money with General Electric a lot of you
guys are gonna say I'm out of my mind
for saying that
but that is my goal here is to sell
General Electric down the road for $30
per share now do remember you know they
are spinning off the healthcare business
and selling assets here and there so it
may not be just one stock it may be
multiple different stocks here that I
end up selling off down the road but
that is my plan here is to you know be
able to sell all of those shares at a
combined value of about double what I
had invested in this stock whether that
happens in the next two years or five
years that is my goal with General
Electric number two the second stock
here is actually the only stock I'm
currently up in right now that is
Alibaba so I have 36 shares of Alibaba
stock and everybody always makes fun of
the way I say that too I'm sorry if it's
if you're getting triggered by that but
anyways I have 36 shares at 158 89 per
share currently up 6.6 1% and this is a
stock that I've bought shares all the
way across the board I've bought them as
low as 130 997 and as high as in the
180s in the 190s but because I've been
buying their stock regularly over you
know probably the last year or so I've
been able to average down and be in at a
cost basis that is under the current
market value and I believe these Chinese
stocks in particular are very
undervalued right now because of all
this uncertainty going on with the trade
war and once we do get some clear
narrative on that I expect to see you
know Alibaba stock going into a nice
uptrend just because this company is
really killing it and they are still
seeing very strong growth for a company
of that size number three here we have
JD comm that is like the Chinese Amazon
stock I own
105 shares at a cost basis of 2584 per
share so I'm currently down about four
point seven nine percent this is another
stock I started buying relatively early
I believe the first time I bought this
was when it was $32 per share it has
gone as low as 19 a share and I bought
more shares I believe around the twenty
one dollar range and so because I bought
shares up high and then I bought them
low now we're sitting here about in the
middle here and so being down about 4.8%
nothing that I'm concerned about at all
the next stock we have is my former
employer National Grid this is a utility
stock that a lot of people don't really
talk about these utility stocks but they
are relatively boring and consistent
investments the only reason why I
believe I'm down in the stock right now
is because there was some restructuring
of how these power utilities are going
to be making money over in the United
Kingdom and because they do the majority
of their business in the UK there was a
dip in the share price as a result
because they are not going to be allowed
to be making as much money this is a
regulated utility and so as a result
they are told how much money they can
make and what kind of profit they can
recognize on investments into their
infrastructure so my cost basis on those
National Grid shares is 5660 per share
and it's important to remember here as
well that National Grid is a dividend
payer I've been earning dividends for
the past three years so even though I
may not be up in terms of the cost basis
I have been earning those dividends and
getting paid you know in two different
ways
the next stock here we have Apple I own
18 shares it's a relatively small
position total market value of around
$3,000 and my cost basis on those Apple
shares is 173 85 like I said down 2% we
could literally have a good day tomorrow
with Apple and I could be in the green
and so I'm not concerned with my cost
basis on those shares at all and then
the final investment here as well
another smaller investment is Facebook
stock I own 17 shares of Facebook and my
cost basis on those shares is 164 oh
seven so I'm currently down 4.25 percent
with Facebook so overall looking at my
portfolio here I mean if you're really
trying to buy stocks at the perfect time
it's gonna be near impossible and I'm
very comfortable with the cost basis on
all these shares except for General
Electric that has been a big learning
experience here for myself but all the
other investments that I have here in
these individual stocks I'm very
confident with and I'm very happy with
the cost basis at which you know I have
these shares and it will be very
interesting to see how 2019 plays out
with these companies especially talking
about the trade war narrative and what's
going on there and you know a couple of
good days in the market and I could be
in the green easily with this portfolio
and we have been seeing some relatively
strong performance here with General
Electric I just did a 20-minute analysis
video on that if you guys want to check
that out I will have a card pop up on
the screen where you guys can watch that
video if you want to learn more about
General Electric and then beyond the
individual stocks that I own I am
investing in three different ETFs now I
will say this in previous videos I said
that I had 50% of my money in ETFs 50%
in individual stocks and it's important
to remember here that I consolidated a
couple of different portfolios into this
account here I used to have a Robin Hood
account and a TD Ameritrade account and
after I had all these different accounts
I said for tax reasons and just for
sanity I wanted everything in one place
so I moved the National Grid shares and
the general electric shares into this
account which has now made it to the
point where you know I have just about
90 percent of my money in individual
stocks and 10% in ETFs so if I'm going
to be investing more money into the
market this year I'm going to be putting
a lot into ETFs dollar cost averaging
might buy a little bit of Facebook and
Apple just because those are the two
smallest positions in my portfolio but
right now I'm pretty heavily invested in
individual stocks more so than I
originally thought so I definitely want
to load up more on these passive ETFs
just because I like the passive nature
of ETFs and you know they're they're
just very boring and consistent
investments here owning the market
you're capturing the growth of the
market over time so the three funds that
I own are be became I'm about breakeven
they're up 0.82% Vivi 0.23% up so
again just about break-even the only one
I'm down on here is VX us which is the
International Fund that's probably
largely due to the bear market going on
in China down 8.2%
but overall across my ETFs down 1.7 8%
but anyways guys that is my portfolio
here these are the stocks and the funds
that I own that is the cost basis at
which I own these shares and I think
that's about as transparent as you can
get here if I make any changes to my
portfolio I will definitely do update
videos for you guys and let you know
whether I'm buying or selling and I may
do a you know an update video like this
every six months or so if you guys
enjoyed this as far as you know my
portfolio and a lot of people are
wondering to you know do I have other
investments outside of this I do have
some money with you know fund rise and
some other non stock market investments
but the majority of what I'm doing right
now is investing heavily into my own
business investing in people and
resources and that is a lot of money
that's going into my business that's
where I'm seeing the greatest return
right now and I'm also you know keeping
a lot of money in cash because I'm
planning on having or completing a real
estate purchase in 2019 so a lot of my
money is just sitting in liquid cash so
it's not in the stock market and I don't
plan on putting a ton of money into the
market I would anticipate maybe growing
this portfolio to 50 thousand by the end
of 2019 and that's probably you know
about what I will do here in terms of
adding more money into this account and
capturing some you know gains here with
some of these stocks but anyways guys
that wraps up this video thanks so much
for watching like I said if you want to
grab that free stock and potentially
enter yourself into that $500 Amazon
gift card giveaway that we Bowl is
offering that is the top link in the
description below if not thank you guys
so much for watching have a great rest
of your day and I will see you in the
next video
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