How to build a stock market portfolio for 2022. This is best done with a long-term investing mindset. Enjoy!
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Timestamps:
0:00 – Start Here
1:09 – ETF Strategy for Passive Investors
1:55 – What Portfolio I Personally Use
2:09 – Allocation #1
2:48 – A Note on the Strategy
3:09 – Allocation #2
4:06 – Allocation #3 (Largest)
6:50 – Allocation #4 Growth Stocks
8:26 – How to Choose Growth Stocks
9:40 – Allocation #5
10:21 – Sample Portfolio ScreenShare
Sample Portfolio Spreadsheet:
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📧 GET IN TOUCH: I'd love to hear from you! If you have a longer question, or if you have a business related inquiry, please then send me an email at humphreytalks@gmail.com. I try my best to reply to all e-mail but sometimes I do not have enough time to respond to everyone.
PS: I am not a Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for.
Would love a video on fundamental analysis Humphrey! Maybe add in information about looking into Dividend stocks?
Agreed 💯
AGREED
@Truth Unveiled agreed
This was a great video! I just looked over my portfolios, did the math and saw that I am extremely overweight in growth stocks and it hasn’t been good for my risk tolerance. Will definitely be making some changes in the coming months! Thanks for posting this video.
Glad it was helpful!
Humphrey, thank you for educating us all! It would be great if you could provide information on fundamental analyses. Thank you 👌👍
How would you approach the asset allocation as it changes over time? I like to let a position run as long as it is doing well and is not too much (~25%) of my total portfolio.
soemtimes I have to rebalance, right now my portfolio is a little out of these balances. Usually by end of year you want to incur some capital losses and rebalance the portfolio
A fundamental analysis video would be awesome! Been trying to get into the details more, reading balance sheets, income statements on the 10k and all, but can be confusing, a video navigating that would rock
Noted!
Thank you for the video, Humphrey. Certainly, investing is much simpler than many are led to believe.. It all comes down to selecting high quality investments and investing with a long-term timeline… Now during all of this volatility, double down on the quality and reap the long-term benefits!
Thank you Humphrey for this well-explained process. I just started investing a few weeks back and will try to mirror this spread/diversification in my portfolio for 2022. Do you recommend any new ETFs for December 2021?
Retired with a 7 figure portfolio and Receiving about $43k in dividends. I have been in the Stock market about 20 years. Am I worried? Am I selling? Absolutely not. I have purchased growth stocks too a little at a time over the past few weeks. I am going to sit back and observe how this all plays out, adding more at a time. my investment strategy with my FA actually calms me down. Eye on the prize, stay the course!
damn that’s goals! I’d be hyped to get 1K a month dividend atleast 😂
I love your spirit! 🙂 I am going to look more into dividends. As a beginner investor, I did not pay enough attention to them.
It’s impressive how marketing scams are getting pretty convincing! I’ve come across this same comment plenty of times, with someone responding “total noob here, your FA if you don’t mind can you link me ?” LOL.
@Generic Mutant haha, same here. Seen similar comments plenty of times elsewhere!
Can you make a video on how your living of your dividends now ?
Hey, great video! I recently started investing back in Jan 2021, so I’m still trying to learn all I can. I really liked that Excel sheet. Did you create it yourself, or find the template online?
You can easily build it by yourself, but also online there are a lot of templates as well
@Jessie Plexer Yeah I might just have to!
As a geologist and an eager to learn investor, I sincerely approve of your introduction! Thanks for the giggles and terrific content!
Hi Humphrey, thanks for posting this video. When analysing your portfolio, how would you classify a Growth ETF, such as the Vanguard Growth Index Fund (VUG)? Is it a Growth stock or and ETF? Cheers!
probably just an ETF
I feel like the Growth and Bluechip parts of this portfolio would be better executed via an ETF. The diversification comes at only a small cost and being broad and market cap weighted removes arbitrary decision making from the process, and makes your portfolio future proof.
At some point Target (for example) might not be the blue chip that it is today, and owning it as a single name means you are responsible for choosing when to roll out of it. Something an etf would do on your behalf, gradually and systematically.
A video idea might be to decompose a portfolio of only a total market index like VT or VTI (+ cash and crypto) and compare it’s growth/value weights with your sample portfolio.
Good idea and great comment. Thanks Jack! Will def consider this.
Amazing video! Would you keep this portfolio separate from your dividend portfolio, or mash them together? Not looking for professional advice just curious given the allocations you have mentioned. If you do mash them together what allocation would they fall into? Blue chips?
I’d probably keep them separate for my own sake, but you can definitely mash them together. I would count dividend stocks (especially dividend king/aristocratts) as Blue Chips
As a beginner achieving your investment goals is not as easy as it sounds, that’s why there are professional stockbrokers out there to assist newbies attain their financial and investment goals, all thanks to Christine Anne Pavel, ever since I starting working with her I’ve had no course to regret, I almost lost a fortune trying different strategies I watched online, always ensure starting up with an expert for the best results on investments.
Thanks for another great video Humphrey! Your videos are always so calming to me and you explain finances in such a clear way. I will have to take a look at my portfolio now – I always like to rebalance at the end of the year. I need to create a spreadsheet like yours as well. haha. Thanks again for all the great info.
I loved your video Humphrey, you broke everything down so easily, it wasn’t hard to understand at all. I’ve started planning my portfolio and I was looking for more resources to help me in the process, I’m glad I came across your video, it has been of immense help.
You’ve got yourself a new subscriber.
Amazing! Thank you 🙏
Just stumbled on this Humphrey. Thank goodness I took my finances seriously. Getting into the market surely led to many open doors for me as I’ve gone to make quadruple of what I put in.
@Larry Finmann thank you larry, I’ll do well to leave him a message right away!
I have not written this sort of comment before but I feel compelled to. Just wanted to let you know that you’re doing a great job Clemans. You have made a difference in my understanding of the market.
@Larry Finmann You did well. Seen remarks of his works. Haven’t had any luck with investing too as this is my first shot and won’t mind him helping me for a fee. I’m awaiting his response. Bless you.
Hey is Sir Levi accepting new investors?
@Eleanor Woodbead sure he is. The man’s consistency is unmatched!
MY portfolio has good companies, however they have been red all this year. This is my first year of investing and have been down 35% in the March/April sell off, and now down 17% in this sell off. I work hard for my money, so investing is making me nervous and sad. I don’t know if I should sell everything or just sit and wait.
I know Christine. Her platform maintains a unique perspective and is very transparent with their investors. Regardless of whether or not she outperforms I will always stay invested as her methods alone with keeping investors in touch with their strategies and outlooks are something that so few managers are capable of and they should follow suit.
If by good company you mean good fundamentals and trading at a low or fair valuation then you will be fine long term.
Bot comments like this thread are crazy intelligent these days
I appreciate this video. I traded stocks years ago and started out with the “turn x into millions” mindset and blew up my account. there’s more to a stock than just its stock price, an entire company more. focus on the company not just the stock price, true words from my F.A Rita Wildrin Mora…I made over half a million from ALB and NVDA..I love passive income
My method is to buy quality firms, anticipate to hold them regardless of what happens, pay up but not too much, keep track, sell only when necessary, and be ready to course correct.
I did read about Rita Wildrin Mora on the web., quite an interesting lady with an amazing track record
I can totally relate to blowing up an account..about a year ago.. tough times
I googled the lady you mentioned, and left a mail after going through her certifications I’m willing to make consultations to improve my portfolio..
I am not really new to trading, but I just started trading with a broker called Brian Branum. I can understand why people lose their money trading because I was a victim as well, with bad trading habits that pretty much resembles gambling, no risk management etc. However everything is different with Brian trading for me because he is such a great trader and mentor that makes me believe if you learn and trade with him you will make more money than you lose. He is a great trader and his system is really profitable.
I would like to join in as well
Brian branum official. That’s the address
I really appreciate your help
Oh thank you very much