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Module 4 Investing – How We Maximize Investment Returns With A Stock Portfolio Check-Up | See Our Investment Port. (Ep 8)

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Module 4 Investing – How to Choose

▸▸▸Enroll in our NEW Stock Market Investing Course for Financial Independence and Retiring Early: https://ourrichjourney.thinkific.com/ Enroll in our new 21 module, 4-plus hour stock market investing course with more than 30 handouts of summary notes, homework assignments, and resources. Learn how to research and select investments, how to determine your asset allocation, how to rebalance your portfolio, how to optimize your investments for tax purposes, how to automate your investments, and much more! AND – enroll in our course NOW and get a 19-page Investment Plan to work on and fill out as you complete the course. Go to https://ourrichjourney.thinkific.com/ to enroll in the course today!

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Books that have helped us on our Financial Independence Journey
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The Bogleheads’ Guide to Investing: https://amzn.to/2UjEc4j
The Intelligent Investor: https://amzn.to/2MKGokh
A Random Walk Down Wall Street: https://amzn.to/2zIVI8p
The Book on Rental Property Investing: https://amzn.to/2UkwgQ6
Building Wealth One House at a Time: https://amzn.to/2ZJQuDW
Rich Dad Poor Dad: https://amzn.to/2ZD29IK
The Total Money Makeover: https://amzn.to/2Lc0thn
The $100 Startup: https://amzn.to/2UnBpqK
Freakonomics: https://amzn.to/2HCnDeJ

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Our Rich Journey – How We Maximize Investment Returns With A Stock Portfolio Check-Up | See Our Investment Portfolio (Ep. 8): It’s the end of the month and time to check in on our investment portfolio to share how it’s been performing! In addition to going through our portfolio and the portfolio’s performance, we’re also sharing eight different action items for you to implement with your stock portfolio now that we’re getting close to the end of the year. Check out the video and make sure that you are taking all the action that you need to try to maximize the returns on your investment portfolio! Thanks for watching!

▸▸▸Check out some of our other videos!

Our index fund portfolio series:
https://www.youtube.com/playlist?list=PLgi-Z0E0r2AKf08xCuyzS3baFYM4Dspzw

Reaching Financial Independence: See Our Ten Stages:
https://youtu.be/nZZH9ANNziQ

To Retire Early with $2.5 Million We Took These Actions:
https://youtu.be/sKlnXwvkzPc

Our Cost of Living In Portugal’s Silver Coast – Early Retirement & Living the Dream!:
https://youtu.be/u5lrxxctEfs

Retiring Early With Dividend Income (Our Income & Growth) | See Our Portfolio (Ep. 3):
https://youtu.be/rAUt-FRdbPs

6 Life Changing Moments that Helped Us Become Millionaires and Retire Early:
https://youtu.be/Q5gymVw8Snw

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DISCLAIMER:
We are not financial advisors. Our videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won’t experience any loss when investing. Always remember to make smart decisions and do your own research!

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24 Comments

  1. Our Rich Journey
    July 31, 2021 at 12:04 am

    📈Looking to learn how to invest? Enroll in our Stock Market Investing Course: https://ourrichjourney.thinkific.com/courses/InvestingforFIRE

    🔥Learn more about financial independence and retiring early: Enroll in our F.I.R.E. Master Class: https://ourrichjourney.thinkific.com/courses/FIRE-master-class

    ✈️Want to move to Portugal? Enroll in our Moving to Portugal Course: https://ourrichjourney.thinkific.com/courses/portugal

  2. Sumit Vaz
    July 31, 2021 at 12:04 am

    When you say up $2611.54, do you mean from the end of september’s video? Cuz in that video your portfolio total was $14104.08. So 16051.42-14104.08= 1947.34, not the $2611.54 you are saying

  3. DaLazyOne109
    July 31, 2021 at 12:04 am

    What investment platform are you using vanguard/fidelity/M1 Finance , which is the Best Choice ?

  4. Josh from Bakersfield
    July 31, 2021 at 12:04 am

    Sadly I will never marry someone like the lady in this video: a smart lady. I'm too much of an asshole. I get too irritated. And i have zero empathy. I'll probably be a millionaire. I love this channel. I'll do the same: move to southern Europe as a millionaire.

  5. Li Li
    July 31, 2021 at 12:04 am

    Do you still have vanguard fund? Thanks!

  6. Nina D
    July 31, 2021 at 12:04 am

    You two are awesome! I’ve watched most of your videos since I discovered your channel about 10 months ago. With your help, I’ve paid off debt utilizing the debt snowball, opened a Robinhood account and a Roth IRA account… The best thing I got out of 2020! Thank You Thank You Thank You!!!

  7. E Ro
    July 31, 2021 at 12:04 am

    Just found the channel. Great advice so far.

  8. Mmcmill6
    July 31, 2021 at 12:04 am

    Does anyone know how to see the view they are pulling up in fidelity?

  9. SOFRESHNSOCLEAN
    July 31, 2021 at 12:04 am

    How do I see if I’m being charged a fee? I’m on Robinhood and don’t see anywhere that I’m being charged

  10. Yg Bodybuilder
    July 31, 2021 at 12:04 am

    I have bout 30 different stocks and funds on my roth ira and in my individual brokerage account I have about 7 stocks/funds which i treat as savings account just throwing money in every pay. Am I doing it wrong?

  11. Just ME… Dave
    July 31, 2021 at 12:04 am

    Hi. Would anyone know the answer? In my Fidelity acct, I put in 200 into TSLA. The receipt shows exactly that. However, when I go into my acct and verify balances, it shows as 199.70. I have .30 (“settled cash”). Why is this?

  12. Ricky Shah
    July 31, 2021 at 12:04 am

    what to do with your gains once you hit your FIRE goal? switch it to bonds? cash it out? so you don't lose your money if bear market hits

  13. Steven Shumaker
    July 31, 2021 at 12:04 am

    Why so many people abandon Vanguard?

  14. Parth Parikh
    July 31, 2021 at 12:04 am

    Plz answer my question if u can it is very important for . Me & wife watching your videos & our base in England London & we very much interested to start our fire journey. Need guidance to open up ac in London. If u have any suggestions plz.
    Looking forward to hear from u . And also I have signed by one of course. Thanks

  15. Guri Singh
    July 31, 2021 at 12:04 am

    Hi, i love your videos. I am semi retired, i work on my small business and totally enjoy it. Roth and solo 401k is my savings. Between these 2 and SS, i will be self sufficient. I learned about HSA from you both, so will be doing this to add to the mix. Thanks.

  16. Amelia Granata
    July 31, 2021 at 12:04 am

    Are you touching any of your gains?

  17. Little Man Big Heart
    July 31, 2021 at 12:04 am

    I have some money sat in the traditional ira account for 10 year and never be touched. Is it better to put into market all at once or put some amount each month until all are putting back into market? Really appreciate some advice.

  18. Elsa Gonzalez
    July 31, 2021 at 12:04 am

    With the current uncertainty of US politics how do you decide whether to sell while the market's high or ride a bit longer? Tomorrow could be the day to sell but "we were planning on selling Friday…. oh no!" What then?

  19. Sky Diaz Arenas
    July 31, 2021 at 12:04 am

    You guys are the best. Thank you for providing so much value, we don't deserve you!!

  20. Kj
    July 31, 2021 at 12:04 am

    Guys thanks for being transparent with your portfolio. I enjoyed the video and your channel. Question; do have this particular in a taxable or tax deferred account? You mention you have 8 different accounts and with that being said, how many of the 8 are tax deferred? Again this is a very educational channel and I’ve learned allot. Thanks 🙏

  21. sidandsof12
    July 31, 2021 at 12:04 am

    Are you still investing in the group of stocks you had monthly updates on Ford, IBM etc.?

  22. Zahid Ullah
    July 31, 2021 at 12:04 am

    I want to buy house 🏠 or land in Portugal 🇵🇹 my budget is 50000€ it’s possible? How you can help me? Currently I live in uae 🇦🇪

  23. Yume Shiba
    July 31, 2021 at 12:04 am

    I, along with so many others, live from paycheck to paycheck. I recently discovered your channel and am motivated and excited to start saving and investing money 🙂

    Can you make a video suggesting what percentage % of a paycheck should go to emergency funds, stocks, HSA, eating out, saving for travel, saving up for college, etc? I'm not sure what's realistic but also wise, and I'm seeing you guys as shining gurus ✨

  24. Jarrett Jamison
    July 31, 2021 at 12:04 am

    Hi! I love your channel and it has helped me immensely on my FIRE journey. I had a question. I currently am with Fidelity and I have invested in FZROX, FZILX which are both zero accounts. I also hold FXAIX and FSKAX which charge fees and track the same things. Would it be better to sell these with fees and keep the zero accounts or is there a difference between the two? Please let me know and I appreciate your advice! Best, Jarrett