We Reveal Our FULL Portfolio Performance: ETFs, Stocks and Crypto

About this video

• Video Title: We Reveal Our FULL Portfolio Performance: ETFs, Stocks and Crypto
• Channel: Equity Mates
• Speakers: Bryce, Ren
• Duration: 00:34:59

Overview

This video provides a detailed update on the Equity Mates hosts' (Bryce and Ren) investment portfolios, breaking down their performance across core holdings (ETFs) and satellite holdings (individual stocks, crypto, thematic ETFs). They emphasize financial transparency and aim to educate viewers on different investment strategies, portfolio structures, and the importance of long-term investing, while also discussing the risks and rewards associated with their choices.

Key takeaways

• Core vs. Satellite Strategy: Portfolios are divided into a "core" for stable, market-tracking investments (ETFs) and a "satellite" for higher-risk, higher-reward individual stocks, crypto, and thematic ETFs, designed to potentially outperform the market.
• Core Portfolio Philosophy: The core aims for globally diversified, low-cost ETFs to capture market returns, emphasizing simplicity, consistency, and long-term holding ("put in the bottom drawer").
• Ren's Leveraged Core: Ren utilizes leveraged ETFs in his core portfolio for amplified exposure to market returns, acknowledging the significantly higher drawdowns (over 65%) that accompany this strategy.
• Bryce's Satellite Performance: Bryce's satellite portfolio, which includes individual stocks like Super Micro and Google, cryptocurrency, and thematic ETFs, has shown a strong 10-year annualized return of 38.4%, significantly outperforming his core.
• Ren's Satellite Underperformance: Ren's satellite portfolio, composed of active and thematic investments, has underperformed his core portfolio, returning 14% annually since inception, highlighting the difficulty of consistently beating the market with active selections.
• Importance of Long-Term Perspective: Both hosts stress the significance of a long-term view, illustrating how short-term volatility (e.g., October's performance) can be misleading, and the power of compounding returns over time.
• Drawdown Awareness: The video highlights the importance of understanding maximum drawdowns, with examples of significant losses in both core (leveraged) and satellite holdings, underscoring the need to be prepared for market downturns.
• ShareSite Platform: The hosts extensively use and recommend the ShareSite platform for tracking portfolio performance, analyzing drawdowns, and understanding exposure and contributions.