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I'm 35 years old and retired thanks to my investments. But, like anyone, I made plenty of mistakes along the way.
If I had to start from scratch, here's exactly what I do👇
I started investing 15 years ago. At the time I didn't know anything about investing, but now I'm 35 years old and retired.
Here's 10 graphics about investing so you can achieve financial freedom:
The best investing strategies are simple. These 6 ETFs will help you build wealth the easy way:
$VOO S&P 500
$QQQ Big Tech
$VTI Total U.S. Market
$VXUS Foreign Markets
$SCHD Dividends
$VNQ Real Estate
Keep it simple!
I started investing 15 years ago. At the time I didn't know anything about investing, but now I'm 35 years old and retired.
Here's 10 graphics about investing so you can achieve financial freedom:
The best investing strategies are simple. These 6 ETFs will help you build wealth the easy way:
$VOO S&P 500
$QQQ Nasdaq 100 (Tech)
$VTI Total U.S. Market
$VXUS Foreign Markets
$SCHD Dividends
$VNQ Real Estate
Keep it simple!
We have shown you the power of maxing out your Roth IRA every year. But not everyone can afford to max it out.
Part 3 of our Roth IRA series breaks down investing what you can.
In 40 years:
$50/mo ➡️ $270,288
$100/mo ➡️ $536,049
$200/mo ➡️ $1,072,097
$300/mo ➡️ $1,608,146
The ULTIMATE dividend growth stock portfolio. Get paid dividends every month with these 12 names.
Stocks and their 5 year dividend growth rate (DGR):
$AMT | American Tower: 17.7%
$ABBV | AbbVie: 15.9%
$HD | Home Depot: 16.4%
$NKE | Nike: 11.2%
$LOW | Lowe's: 19.1%
$AVGO |
Who doesn't love dividends?
Here's how much you need to invest to earn $1k/year from each of these dividend stocks:
$AAPL - $163,934
$MSFT - $93,458
$SBUX - $48,780
$PG - $37,594
$HD - $34,722
$ABBV - $25,840
$O - $20,921
$ENB - $14,859
$MO - $12,376
70% of my portfolio is in index funds/ETFs, which is why my motto is DCA and chill 😎
But, contrary to most of FinTwit, I also like individual stocks. And I've had some big winners thanks to my ability to analyze company financials.
Let me teach you how to value a stock 👇
Who doesn't love dividends?
Here's how much you need to invest to earn $1K/year from each of these dividend stocks:
$AAPL | Apple: $196,078
$MSFT | Microsoft: $120,482
$SBUX | Starbucks: $47,296
$HD | Home Depot: $39,841
$KO | Coca-Cola: $32,258
$ABBV | AbbVie: $25,063
$O |
Dividends are truly one of the best forms of passive income. But these companies stand above the rest in terms of divided growth:
Home Depot $HD
Broadcom $AVGO
AbbVie $ABBV
JPMorgan Chase $JPM
Starbucks $SBUX
Costco $COST
Let's break down each one 👇
I used to think wealth was:
- Big houses
- Fancy cars
- Yachts
Now I know wealth is:
- Having no alarm clock
- Taking a 4 month road trip with my wife
- Walking the dog for 2 hours on a Tuesday
The best investing strategies are simple. These 6 ETFs will help you build wealth the easy way:
$VOO S&P 500
$QQQ Big Tech
$VTI Total U.S. Market
$VXUS Foreign Markets
$SCHD Dividends
$VNQ Real Estate
Keep it simple!
Who doesn't love dividends?
Here's how much you need to invest to earn $1k/year from each of these dividend stocks:
$COST | Costco: $126,582
$SBUX | Starbucks: $47,847
$HD | Home Depot: $36,102
$KO | Coca-Cola: $33,333
$ABBV | AbbVie: $23,256
$O | Realty Income: $19,685
$MMM |
I'm 35 years old and retired thanks to my investments. But, like anyone, I made plenty of mistakes along the way.
If I had to start from scratch, here's exactly what I do 👇
We've analyzed the stock portfolios of Warren Buffett, Stanley Druckenmiller, Ray Dalio, Bill Gates, Michael Burry and more.
But no one was more requested than Nancy Pelosi 😂
So, here are her top holdings:
$MSFT
$GOOG
$AAPL
$AMZN
$DIS
$CRM
$NVDA
$TSLA
$NFLX
The IRS just announced that HSA contribution limits will get a huge increase in 2024.
Single: $4,150 (from $3,850 in 2023)
Families: $8,300 (from $7,750 in 2023)
Couples over 55: $10,300 (an additional $1,000 per person)
If this doesn't excite you, you may want to read this 👇
Dividends are a great source of income. What’s even better is when companies raise their dividend - it’s like getting a raise every year.
These stocks have some of the largest dividend growth over the last 5 years 👇
Theres thousands of stocks out there. But did you know that most of them fall into these six categories:
- Blue Chip: $MSFT $AAPL $DIS
- Growth: $SQ $SHOP $CRM
- Dividend: $MO $ABBV $JNJ
- Speculative: $CGC $PLUG $DKNG
- Cyclical: $JPM $GM $DAL
- Defensive: $PG $GIS $MCD
Sure, you can TRY to pick stocks, but ETF investing is a whole lot EASIER.
Here are some of the top ETFs:
S&P 500
$VOO
$SPY
$IVV
Total U.S. Market
$VTI
$ITOT
$SPTM
Growth Stocks
$QQQ
$VGT
Dividend Stocks
$SCHD
$VIG
$DGRO
Real Estate
$VNQ
What would you add?
Enjoy dividends every month with this three stock portfolio:
$FDX FedEx
Yield: 2.46%
5 Yr DGR: 11.90%
$SBUX Starbucks
Yield: 2.02%
5 Yr DGR: 13.90%
$HD Home Depot
Yield: 2.41%
5 Yr DGR: 19.40%
Ever wonder what the best investors in the world are investing in?
Here are the top 5 holdings of three investing GOATs:
Warren Buffett
Ray Dalio
Stanley Druckenmiller
I reached financial freedom at age 34. That means my investments can fully pay for my lifestyle and I never have to work for anyone else ever again.
Here’s how I did it 👇
We love to take a look into large investors portfolios and see what companies they are investing in.
Today we collab with
@Dividend_Dollar
to dive into the portfolio of Kevin O’Leary, aka Mr. Wonderful:
A Roth IRA is a powerful tool for any investor to build wealth. Using the new 2023 contribution limit of $6,500, here’s what can happen if you max out your IRA every year:
Investing $5,000 in the S&P 500 is like investing:
$356 in Apple
$304 in Microsoft
$172 in Google
$137 in Amazon
$96 in Nvidia
$85 in Berkshire Hathaway
$71 in ExxonMobil
$69 in Meta
$66 in UnitedHealth
$63 in Tesla
Plus $3,584 distributed among 490 other great companies $VOO
Like tech stocks? Check out $VGT
This ETF from Vanguard has returned 12.8% annually and has a dividend yield of 0.68%.
Top 10 holdings:
Apple $AAPL
Microsoft $MSFT
NVIDIA $NVDA
Broadcom $AVGO
Adobe $ADBE
Cisco $CSCO
Salesforce $CRM
Accenture $ACN
Oracle $ORCL
AMD $AMD
@unusual_whales
This is the same company that has grown its revenue 51% ($380B to $575B) since WFH has been normalized. Sounds more like a way to create voluntary layoffs 🤷♂️
I recently came across a story where an older woman went to retire, but realized the money in her IRA was never invested.
She contributed for over 40 years but the money was just sitting there 😳
Don't make this mistake, let us break down the layers of investing 👇
Retirement is not an age, it's a number.
It's when your investments can pay for your lifestyle. For most, this isn't until 65.
Enter the FI/RE (financial independence / retire early) movement and the 4% rule.
Your FI/RE number lets you safely withdraw 4% every year for 30+ yrs
Ever wonder what the best investors in the world are investing in?
Here are the top 5 holdings of three investing GOATs:
Warren Buffett
Ray Dalio
Stanley Druckenmiller
Dividend kings have increased their dividends for 50+ consecutive years 👑
Here are 20 of the Kings:
Procter & Gamble $PG
Coca-Cola $KO
Altria $MO
Lowe's $LOW
American States Water $AWR
Johnson & Johnson $JNJ
Hormel $HRL
Target $TGT
Colgate-Palmolive $CL
Emerson Electric $EMR
Top 3 ETFs for your Roth IRA
The 2024 contribution limit for a Roth IRA is $7,000/year.
Here's how much you'll have after 30 years if you max out your Roth into one of these three popular ETFs:
$VOO | Vanguard S&P 500: $1,228,260
$QQQ | Invesco Nasdaq 100: $2,552,324
$SCHD |
Student loans: $70K
Wedding: $50K
Mortgage: $350K
Car loans: $40K
Credit cards: $10K
We buy things we don't need with money we don't have to impress people we don't like. And then we have to work forever to pay it all off.
The "American dream" is a debt fueled nightmare.
The S&P 500 has 500 of the largest companies in the U.S. spanning over 11 sectors.
This gives you built in diversification while owning some of the best companies in the world.
Let's take a look 👇
$SPX $SPY $VOO $IVV
The CEO of Coca-Cola made $22.8 million last year.
Warren Buffett made $704 million in dividends from Coca-Cola last year.
Which would you rather?
Don't be the boss, be the investor.
Sure, you can TRY to pick stocks but ETF investing is so much EASIER.
Here are the top ETFs to DCA and chill with:
S&P 500
$VOO
$SPY
$IVV
Total U.S. Market
$VTI
$ITOT
$SPTM
Growth Stocks
$QQQ
$VGT
Dividend Stocks
$SCHD
$VIG
$DGRO
Real Estate
$VNQ
What would you add?
DCA and chill with index funds 😎
S&P 500: $VOO
Total US: $VTI
Total International: $VXUS
Tech: $QQQ
Dividends: $SCHD
Real Estate: $VNQ
What would you add?
It's a new year, which means resolutions around money and more people looking to learn about investing.
This week I will be sharing the basics around investing.
Let's start with asset types.
When it comes to investing, Warren Buffett is often considered the greatest of all time.
But what if I told you there was someone who is even better than Buffett?
His name is Stanley Druckenmiller and he has averaged 30%+ annual returns for 30+ years.
Here's his top holdings:
70% of my portfolio is in index funds/ETFs, which is why my motto is DCA and chill 😎
But, contrary to most of FinTwit, I also like individual stocks. And I've had some big winners thanks to my ability to analyze company financials.
Let me teach you how to value a stock 👇
Sure, you can TRY to pick stocks, but ETF investing is a whole lot EASIER.
Here are some of the top ETFs:
S&P 500
$VOO
$SPY
$IVV
Total U.S. Market
$VTI
$ITOT
$SPTM
Growth Stocks
$QQQ
$VGT
Dividend Stocks
$SCHD
$VIG
$DGRO
Real Estate
$VNQ
@unusual_whales
Remote work doesn't mean only locked in your house. If you are getting your work done, it doesn't matter if you are in your house, a coffee bar or on a vacation.
Warren Buffett's Berkshire Hathaway reported Q2 earnings over the weekend.
The big takeaway was that the company's cash reserves now sit at $147.4B, a record high for $BRK.A $BRK.B.
Here's a look at Berkshire's cash levels over the years:
1998: $7.1B
1999: $5.3B
2000: $35.6B
The "invest in what you consume" strategy:
Invest in companies you understand and whose products you use everyday.
Technology: $AAPL $MSFT $GOOG
Food: $MCD $KO $SBUX
Household: $PG $JNJ $HD
Entertainment: $NFLX $DIS $META
Shopping: $WMT $TGT $COST
E-Commerce: $AMZN $SHOP $BABA
I would start with a foundation of index funds / ETFs - about 75% of my total portfolio.
The four ETFs I would build around are:
1. $VOO S&P 500 ETF
2. $QQQ Nasdaq 100 ETF
3. $SCHD Dividend ETF
4. $VNQ Real Estate ETF
Let's break down each one:
The S&P 500 is made up of 500 of the largest companies in the U.S. that span over 11 sectors.
This gives you built in diversification while owning some of the best companies in the world.
Let's take a look 👇
$SPX $SPY $VOO $IVV
Ever wonder what the best investors in the world are investing in?
Here are the top 5 holdings of three investing GOATs:
Warren Buffett
Ray Dalio
Stanley Druckenmiller
Who doesn't love dividends?
Here's how much you need to invest to earn $1k/year from each of these dividend stocks:
$COST - $126,582
$ABT - $52,910
$SBUX - $46,512
$KO - $36,101
$AVGO - $29,856
$O - $21,186
$MMM - $19,841
$VZ - $14,859
$RIO - $10,341
Investing $5,000 in the S&P 500 is like investing:
$366 in Microsoft
$362 in Apple
$190 in Google
$172 in Amazon
$150 in Nvidia
$95 in Meta
$86 in Tesla
$85 in Berkshire Hathaway
$67 in UnitedHealth
$61 in Eli Lilly
Plus $3,366 distributed among 490 other great companies $VOO
$AMZN | Amazon starts trading in the Dow Jones Industrial Average today, replacing Walgreens $WBA
Facts about the Dow Jones $DJIA:
🔸 Last additions were in 2020 when Salesforce $CRM, Amgen $AMGN, and Honeywell $HON joined
🔸 Index was launched in 1896 by Charles Dow
🔸 Index is
BREAKING: CPI inflation was hotter than expected:
CPI MoM: 0.5% vs. 0.5% expected
CPI YoY: 6.4% vs. 6.2% expected
Core CPI MoM: 0.4% vs. 0.4% expected
Core CPI YoY: 5.6% vs. 5.5% expected
Price increases over the last 12 months: