3 years of investing, my exact portfolio & how much $$$ I’ve made

About this video

• Video Title: 3 years of investing, my exact portfolio & how much $$$ I’ve made
• Channel: 10-Minute Investing
• Speakers: Bajanna
• Duration: 00:10:22

Overview

The speaker, Bajanna, shares their investment journey over three years, detailing their exact portfolio and the returns generated. They discuss individual stocks and ETFs, their rationale for investing in them, and their overall strategy, including diversification across different asset classes and issuers. The video aims to provide insights into personal investing performance and strategy.

Key takeaways

• Average Annual Return: The speaker has achieved an average annual return of nearly 20% over the past three years, acknowledging that market conditions have been favorable during this period.
• Top Performing Assets: Google (GOOG) has provided the highest dollar return ($2,000+), followed by SPY (S&P 500 ETF) with nearly $2,000, and IAU (Gold ETF) with almost $1,000.
• Investment Strategy: The speaker diversifies their portfolio across various asset classes (stocks, ETFs, bonds), geographies (US, international developed markets), and even ETF issuers to mitigate risk.
• Individual Stock vs. ETFs: While some individual stocks like Google have performed exceptionally well, the speaker suggests ETFs like QQQ might be a safer bet for tech investments if one lacks the expertise to analyze individual stocks.
• Long-Term Perspective: The speaker emphasizes that their returns are unrealized profits and losses, as they are investing for the long term (retirement, future house) and believe in the power of compound interest.
• Losses Acknowledged: The video also covers assets with losses, such as XLF (financial sector ETF) and energy sector ETFs, explaining the reasons behind these downturns and their continued holding strategy based on fundamentals.