Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
πΌ OUR PORTFOLIO AND STRATEGY π
βοΈ WHY ARE WE INVESTING
This portfolio is designed to fulfil 3 goals.
1οΈβ£. As part of our families retirement plan
2οΈβ£. Investments in VOO are for our kids college or future endeavours
3οΈβ£. To provide a portfolio for others who want to achieve similar goals or have an area of stability in their portfolio where they can place money to invest and not worry about it.
π― OUR GOAL
To provide a foundational diversified portfolio that will deliver steady consistant returns over an extended period of time.
πΌ OUR PORTFOLIO
The foundation of our portfolio is made up of the following ETFs
VTI - Weighted ETF that tracks the entire US Market
IJR - ETF that focuses on small cap companies, holding about 600
VUG - ETF that focuses on Growth Companies holding about 300
SCHD - ETF that focuses on dividend companies paying a monthly dividend
VOO - is where we invest our kids college fund, it tracks the S&P500
5% to 10% of our portfolio will go toward Stocks, Crypto and Sector Specific ETFs.
π OUR STRATEGY
This is a long term investment portfolio focusing on years and results on a steady consistency year in and year out.
This portfolio provides exposure to many sectors, even higher risk ones such as crypto. (Coming soon). However it minimises risk by keeping a higher percentage of the portfolio in lower risk assets and a lower percentage in higher risk assets.
πΌ YOU MAY CONSIDER COPYING IF
You have 1 or all 3 of the following goals
1. Long Term Investors
2. If you're looking to have a foundational aspect to your portfolio and wanting to just be able to put your money in one place.
3. If you would like to add money periodically to your position.
π MY GOALS AS A POPULAR INVESTOR
1οΈβ£. Clear and regular communication about what is going on in our portfolio and what is happening in the markets.
2οΈβ£. Readily available to contact regarding questions and concerns
3οΈβ£. Making what can be confusing aspects of the market simple to understand.
4οΈβ£. A voice of reason when things go crazy to bring down worry and keep you in the game.
Please contact me if you have questions
Nate
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LOOKING INTO JANUARY 2024 FOR OUR PORTFOLIO
π THE MARKET
I suspect the market will start January with a bit of a pullback followed by picking back up in the second half of January. There are a couple of reasons I see this potentially happening.
The first is due to Tax selling in the early part of January where big money managers close positions for tax reasons.
The second is a breather after a big November and December. Not a massive pullback but it is normal for the S&P to take dips of 5% 3 t3 to 4 times a year.
The third is as investors recalculate expectations regarding rate cuts, impacts of an election in the US coming and other elections around the world.
Please note that it is impossible to predict the future. I do my best to move our portfolio accordingly and minimise risk to big drops.
πΌ OUR PORTFOLIO
We wonβt be depositing any funds into our account in January as those funds are going towards setting up an Airbnb. You could say investing in real estate, which we have been doing the past couple of months and will continue in January. Hoping to start depositing again in February. It could be a good time to copy our portfolio as we arenβt adding funds.
With the above considerations in the market we are as mentioned hedging our portfolio using the VXX. The S&P Oscillator is showing that things are leaning towards over bought and investors are getting a little more nervous as we approach Jan.
As mentioned we are hedging through holding some cash and having some positions in the VXX ETN. This tracks the VIX Volatility Index and usually goes up as the market comes down. On top of all this we are also implementing Stop Losses in these positions.
If you have questions about this please let me know.
Iβll be posting my outlook for 2024 in the next couple of days.
If you copy my portfolio, I recommend copying open trades.
I hope you have a great day,
Nate
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π MAY 2023 INVESTMENT PLAN π°
Hey Fellow Investors π,
It is time for me to share our investment plan for May as we are just a few days away now π. Iβll be sharing our portfolio plan and some important dates to take note of. This post is pinned to my profile so that you can reference it at any time throughout the month π.
πΌ PORTFOLIO PLAN
π° We will be depositing funds into our eToro account on Wednesday the 3rd, 17th and 31st. We will begin to invest these funds 48 hours later on Friday the 5th, 19th and Friday June the 2nd.
π A small portion from each deposit will be invested into VOO. This is an ETF that tracks the S&P500 and is where we invest for our kids college fund.
π On May 5th the remainder of the funds will be invested into VTI which is an ETF that tracks the entire US market. It is our largest holding and is part of our Market Category.
π On May the 19th we will be investing into SCHD which is an ETF by Charles Schwab that focuses on a good dividend while still providing good capital returns. This is an ETF inside our Income Producing Category.
π On June the 2nd we will look at investing into VUG and set a small portion aside to go into our single stock category. VUG is a Growth focused ETF and is part of our Market Category.
π DATES AND EVENTS TO NOTE
π° Earnings season will continue even though we have had the biggest single day just gone and many of the major companies have reported. There are still reports to keep an eye on through May.
π° The FED will be meeting right at the beginning of May on the 2nd and 3rd of May. Many are expecting a rate rise of 25 basis points, we will see what happens.
π° We will be getting the employment data for April on Friday May the 5th. This will let us know how much pressure on inflation that wage inflation is having.
π° We will be receiving the CPI numbers on May the 10th and the PPI numbers on May the 11th.
πΌ If you would like to copy our portfolio, I recommend copying open trades and adding funds when youβre able π.
π€ Iβd love to connect more with you, I am on YouTube, Instagram, TikTok and Patreon if youβd like to connect some more π.
β If you have any questions or thoughts, please feel free to comment below or send me a message.
I hope you have a great day,
Nate
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πΌ PORTFOLIO UPDATE π
Hi Investors π,
I hope you have been having a great week. I want to give you a quick update on our portfolio.
π° As you know we deposited funds on Wednesday. As planned in the early hours of this morning we made some investments just before the market closed. We added a small portion to VOO for our kids college fund. This is any ETF that tracks the S&P500. The majority we invested into QYLD as planned which is an ETF that focuses on paying a high dividend each month; this is part of our income producing category.
π At the moment the remainder we have sitting on the sidelines that is ready to go into our single stock category when we see an opportunity.
As always please feel free to reach out to me if you have any questions about our portfolio π.
πΌ If you would like to copy our portfolio, I recommend copying open trades and adding funds when youβre able π.
π€ Iβd love to connect more with you, I am on YouTube, Instagram, TikTok and Patreon if youβd like to connect some more π.
β If you have any questions or thoughts, please feel free to comment below or send me a message.
I hope you have a great day,
Nate
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π APRIL 2023 INVESTMENT PLAN πΌ
Hey Investors π,
Q1 is rapidly coming to a close and we are heading into a busy April. April is seasonal a strong month for investors, so if you have been thinking about copying our portfolio; this could be a good time to get in. I encourage you to read our plan first for April; it is going to be a busy month with a lot of big data that will be watched closely too.
π° MARKET EVENTS
π Earnings Season for Q1 of 2023 is going to kick off. As usual it will start with the Financial Sector which we will be watching closely with everything that has gone on in the banking sector the past 4 weeks.
π It is very possible that expectations are quite low to the point that even a bad report could still see the stock jump up if it is better than expectations.
π There is a lot of data coming out as well that will be very interesting considering everything that has gone on in March around employment and inflation. The Jobs number for March will release on Friday the7th of April.
π The CPI (Consumer Price Index) will release on Wednesday the 12th of April. This is a number many look to for a read on where inflation is.
πThe very next day we will receive the PPI (Producer Price Index) number which lets us know what producers are paying for stock.
π At this stage it appears the FED is not meeting in April, but will be meeting quite early in May on the 2nd and 3rd of May. While they arenβt meeting we can still hear from FED speakers that can impact the market and they can always call an emergency meeting; although I donβt see that happening.
π This is good as it will allow the FED time to sit back and receive more data before their next meeting. Many are saying we will see one more rate rise, but there is a chance that they are doneβ¦ depending on the data that comes out.
πΌ OUR PORTFOLIO PLANS
π° We will be depositing funds into our account on April the 5th and 19th. Each deposit will equal right around 1.5% of our overall portfolio.
π We will begin investing these funds on Friday the 7th and Friday the 21st into our portfolio. In each investment a small portion will go into VOO for our kids college. VOO is an ETF that tracks the S&P500.
π° On the 7th we will invest into our Market Category which is our largest category. We will be investing in our Growth ETF VUG.
π° On the 19th we will be investing into our Income Producing Category and Single Stock Category. Over half of the deposit will go into QYLD which is part of our income producing category and pays a monthly dividend. We will be adding the remixing to the funds we currently have on the sideline for our single stock category.
π We are looking to put a good portion of funds on the sideline into Charles Schwab Corp as I have mentioned. We have dabbled into it a little and hit the 2% Stop Loss that we put on it. I have gone into detail on other posts why I think it has been misjudged and taken down wrongly and should have a rebound. They give their earnings report on the 17th of April for Q1. I will keep a tight stop loss on it as I am aware that the overall situation is still tentative.
π The remaining funds on the sideline we are looking to put back into Nvidia. We took some good profits a few weeks ago now when it had a good run. I am keeping my finger on the pulse for a good time to get in.
π Please note that when I talk about single stocks and what we do there, it is the smallest part of our portfolio. That is because single companies can be volatile. Majority of our portfolio is well diversified and invested for the long term in good ETFs that perform well over time.
π Speaking of single stocks I am looking at closing our positions in Bumble and PayPal as I do not see them doing well over the next 5 years. When they have a rally we will cut our losses and put the funds to work elsewhere π.
πΌ If you would like to copy our portfolio, I recommend copying open trades and adding funds when youβre able π.
π€ Iβd love to connect more with you, I am on YouTube, Instagram, TikTok and Patreon if youβd like to connect some more π.
β If you have any questions or thoughts, please feel free to comment below or send me a message.
I hope you have a great day,
Nate
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π° DIVIDENDS RECEIVED π°
π’ We have received a significant amount of dividends from our holdings in VTI, SCHD and QYLD.
π VTI is our largest holding and part of our Market Category. It is an ETF that tracks the entire US market and pays a quarterly dividend.
π SCHD and QYLD are both part of our Income Producing Category. SCHD is Schwabs High Dividend ETF that pays a quarterly dividend but also aims to provide good capital growth. QYLD focuses on a higher dividend payment and pays its dividend out monthly.
π On a side note, I have continued to look at where Charles Schwabs sits in relation to everything that is going on in the banking industry; and it looks pretty good. Remember it is a brokerage firm and majority of the deposits it has in its banking sector is cash on the sidelines from its investors in the brokerage arm. I will be putting funds into it and we will keep a tight stop loss in case it gets unjustly hit as before should there be another bank collapse like SVB. Overall though, I think this is an opportunity.
πΌ If you would like to copy our portfolio, I recommend copying open trades and adding funds when youβre able π.
π€ Iβd love to connect more with you, I am on YouTube, Instagram, TikTok and Patreon if youβd like to connect some more π.
β If you have any questions or thoughts, please feel free to comment below or send me a message.
I hope you have a great day,
Nate
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π THIS WEEKS PORTFOLIO PLAN πΌ
Hi Copiers and Followers π,
I hope you had a great weekend π. It should be a pretty quiet week for us in our portfolio, but here are our plans.
πΌ PORTFOLIO PLANS
π° There are no new deposits being made this week into our portfolio.
π We do have some funds sitting on the sidelines at the moment. While not a huge amount percentage wise of our portfolio I am looking to put them to work soon. In the coming 4 to 6 weeks we will look to reinvest into Nvidia and/or Microsoft. A little sooner we are looking to potentially get back into Schwab Corp. which is a bank/investment company.
π We were in Schwab with a tight stop loss of 2% which got activated as mentioned in a previous post. I am going to see how it goes through this week and potentially get into it again with a tight stop loss.
% I am testing and keeping records on a few things to see how a tight stop loss of 2% plays out. This may be something we implement across our single stock category. This is our smallest category in our portfolio, but obviously the most volatile portion.
πΌ If you would like to copy our portfolio, I recommend copying open trades and adding funds when youβre able π.
π€ Iβd love to connect more with you, I am on YouTube, Instagram, TikTok and Patreon if youβd like to connect some more π.
β If you have any questions or thoughts, please feel free to comment below or send me a message.
I hope you have a great day,
Nate
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Would you Rather invest in?
Weekly poll π
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π° α―EEKαͺY α°α©αKET α©ααͺ αOαTα΄OαͺIO αααͺα©TE πΌ
Hey Fellow Investors π,
I hope youβve had a good week and I hope you have a nice and relaxing weekend planned up and coming π. Letβs take a look back at the week that happened.
πΌ PORTFOLIO OVERVIEW
π΄ Our portfolio closed this week down 1.32%. Which after having a strong previous week gaining over 6% I am quite happy that the market didnβt just have a reversal. This shows that we could be holding this position and looking to rally higher into year end.
π° We invested funds on Friday into NOBL and VOO. A small portion went into VOO where we invest our kids college fund. The larger portion went into NOBL which is a Pro Share Aristocrat Dividend ETF. This is an ETF that has returned over 50% in the psst 5 years and has an annual dividend of 2.05%.
π LOOKING AT THE MARKETS THIS WEEK
π It was an up and down week this week, which isnβt bad considering the prior week. If the market had reversed the previous week; I would be less positive about an end of year rally.
π° The PPI (Producer Price Index) released this week and was weaker than expected showing some more signs of peaking inflation. This caused a bit of a bounce on Tuesday. We need to see this down turn in inflation to continue for a few months in a row.
π° The retail sales numbers came out stronger than expected. On one hand this is good because it shows that consumer is stronger than expected and handling things ok. On the other side it could send messages to the FED that their job is a bit further from being over when it comes to rate rises.
π After the previous week, the FED speak this week came out quite hawkish. Almost like they were trying to keep the stock market under wraps and not let it get away.
π With all of this we can see why the market was pretty flat to slightly down for the week.
β If you have any questions or thoughts please feel free to comment below or send me a message.
I hope you have a great weekend,
Nate
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