Stock Portfolio Update #1

It’s time for our first look into our stocks portfolio. Remember, the 4 parts of a balanced portfolio are High Yield Savings, Bonds, Stocks, and Real Estate. Let’s focus on the stocks portion of our portfolio.

First let’s look back at where we were in June 2019.

In June 2019, I was in Turkey with my wife. I wanted to learn how to live off of passive income. I had no idea how to generate an income passively. One way was through investment income. I opened my Well Fargo Brokerage Account that day. And from there, I kept investing. It is funny how your money will start to grow.

Now let’s take a look at where I am at now. I have opened up more accounts. It is fun investing, and each portfolio has it’s own little niche. Once the investor in you awakes, it never slows down.

As fun as Stocks are, remember to build a complete portfolio. Savings, Bonds, Stocks, and Real Estate. Funny fact: my children actually have more money in their brokerage accounts now than I had when I started in June 2019, at age 38. Good Luck to everyone.

Disclosure: I am not a financial advisor or money manager, and any knowledge is given as guidance and not direct actionable investment advice.  I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it.  I have no business relationship with any company whose stock is mentioned in this article.


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