 I'd like to welcome everybody back to the independent investor channel. My name is Ryan. We're gonna jump into my Roth IRA account This is Roth IRA account number two. This is of a self-directed nature. This is just shy of a hundred and twenty six thousand In the account to a chronicle the holdings and show how I deploy my wealth I enjoy doing these for a couple different reasons. It actually gives a nice backdrop To when I'm explaining why I do what I do. Okay, it's not necessarily so important for you to understand what I do in way of the actual holdings within the account By all means if you want to copy the account you're welcome to do so but I would stress the importance of understanding the portfolio fundamental aspect of my investing thesis What that means is I try to deploy multiple strategies. I put multiple elements to work in that strategy and to meet those strategic goals I put different products to work within the portfolio that fill that need for different strategic application and For new investors, this is a great way to sit back and you know watch a real portfolio How it performs how the dollars do fluctuate? What a real portfolio looks like? This is dollars at work. So you're gonna see some red. You're gonna see some, you know, down three hundred and seventy five dollars I don't want somebody to look at this and say wow. This is crazy I I could use all kinds of stuff for the three seventy five now this account has been maturing for many many years and I have taken a lot of trading profit and the ability to enter a $10,000 bill Into a company like Apple computers I don't focus on this three seventy five whereas a new investor may look at that and say, yeah, I don't know man You know Ryan's not a very good investor. You know, he's down a dollar and thirty cents in Citigroup or he's He's down sixteen dollars in Google What you what you fail to see is the amount of trading profit that I've been able to render off of Google Over the over the last few years. It's made me a small fortune and a lot of those dollars are Float into new opportunities. We're just waiting for those two to mature and Turn into good investments over time and they and they will I have conviction on the stock market I love stock market investing, but I'm mature enough to understand and I can share with you guys that Not every position that you enter into is gonna work out right away when you expect it to so matter of fact It's probably gonna humble you in teaching you that it does not work out when you expect it to and it does not Go up when you expect it to it will probably do the opposite of what you expect it to do It's funny how that happens a lot of the time in stock market investing But if you stay true to your program over time It usually pays off quite nicely as as indicated here by the portfolio that you see in front of you 126,000 in the tap into work in this portfolio Don't know how many total total holdings There are about four or five elements just like the other accounts that I've chronicled through the channel through the evolution of the channel and what I share and where I find value in For those visual learners that can tune into a message like mine and see a real portfolio work where I'm putting my dollars Why I'm putting my dollars to work that way and and it can help you really relate with the idea of What invested dollars actually look like not not dollars in a savings account Not dollars in your wallet not dollars in a checking account These are invested dollars within one of the most sacred if not the most sacred of all accounts And that is the Roth IRA account in other words. I've been able to fund this up over the years Doing what I could when I could up to the maximum caps. Remember, we can only Contribute up to six thousand dollars a year on this as of late Into this account to put to work year over year. Okay, so it's not as if I can just take Hundreds of thousands of dollars and put it to work in this account. It doesn't work that way It has to be grown up over time and that's the real benefit to you is understanding what you're looking at here Is in fact unique in nature? And and how I deploy money in the stock market. So the passive I always start with first I think it's super important to earmark the passive I have three elements of passive product to work in this portfolio The first is the VYM. This is a nice 50 share position. This pays a nice 3% dividend just over 5,000 In this I've got the VNQ here Just a twenty five hundred dollar twenty five share position in VNQ, which is the real estates REIT in this to work to add a little bit of real estate exposure in this portfolio and Having realty income in the other portfolio There really wasn't any other REITs that I wanted to invest in from a single perspective So I just bought the whole sector put it in there. That's fine And that'll work going forward the final is the NASDAQ and the triple Q's exposure here 10 shares They really nice to build this up over time as I do have some long-term strategic goals For each of these holdings as the account grows and matures as certain speculative positions mature grow and provide some house money I'll have some drop points to rotate some of those profits into and Invest house money That's the whole game here is to render as much house profit as you possibly can With the real dollars that have flowed in here over time and and it becomes a lot easier To invest in the manner that I do with house money When you know that those are profits that weren't earned dollars on the onset when they float into this account Very very important take away. So that's it for the passive element for the dividend growth It'll be the largest element of this portfolio or pillar that you guys could relate with see an example of Invest like this or not. That's really the key here is to understand. Okay dividend growth What does it look like Ryan? Well, it looks like on the top end with Apple computers That we've got a pretty good technological name here that helps embolden that dividend and healthcare with Abbie right below it I have liquidated my city group position. I'll probably come to regret that who knows But we were up nicely in the position. It was a multi-year position for me And I just wanted to take some profits and that roll it elsewhere and that's what I did and that's fine We'll skip over some of these Large growth and we'll go down to IBM in the old tech category Johnson and Johnson and healthcare Kimberley Clark and Staples Coca-Cola in Staples McDonald's I've liquidated out and I've shifted over to the other portfolios. This was a big profit-taking initiative here Took this profit and then rolled over Five more shares of what this 20 share position was in this account. So just like climbing a ladder I Invest like climbing a ladder very very simple. I don't make this more difficult than it needs to be. It's a lot of fun I render a lot of successes within the portfolio. I have a few missteps. The only difference between this and Gambling is that gambling is an all-or-nothing game? In other words, if I invest if I put a hundred dollars down on the blackjack table, I could lose it all right Investing I could be down But I choose when I call my chips and that's the important part to understand about investing is that just because you're down With a paper loss doesn't mean you're always out It means that you just control your hand and you need to continue to feed that investment the key element to making that a successful investment and that is usually time Okay, Merck a Dow component here and health care Nice big position here at 50 shares. It's just shy of 4,000. This was the spin-off from Merck Oregon here with a hundred shares. That's nice Royal Dutch Shell in the energy space Raytheon technologies we've emboldened that position up to 50 in industrials and Finally Exxon mobile in the energy space. So a couple big oil majors here within this to kind of round out the energy sector exposure large cap growth in here starts with Alibaba in the Discretionary space. So that's a nice big position. That's a run-up nicely last couple days that man I was down $300 just a couple days ago So if you heard that and you're looking at some of these positions, they're down at the time of filming this I have no doubt that within a couple days On the short term or medium term that these will come back to positive positions It happens Alibaba boom just swung to the upside went from 210 to 230 in a matter of a couple days So where we were down 300 bucks in the position now we're up 111 2% nothing to shake a stick at This is a great name and sales force here 25 $6,000 bill here In cloud computing a nice technological large cap growth Dow component. I might add so nice there Large cap growth in Google So that kind of rounds out my large cap growth in this portfolio. So we've got some really nice big names in here Really glad to see those in there really good anchoring that large cap growth element in this portfolio and then finally the The little bit of speculation that I've got in here With so five not going to talk about that. That's just a thorn on my side right now highly on very very encouraged on this position here as we look to embolden get a little bit of Appreciation to the upside there We'll continue to monitor that we're long this speculative name both of them We only own two nothing to nothing to get too crazy on But 2,500 shares there in highly on In the Roth IRA that rounds out the portfolio review To provide you guys awareness on the elements that the actual fundamental strategy That I deploy within the portfolio is the important takeaway for you guys If you're going to try to mimic this and duplicate it overnight You're probably going to have a hard time. Okay, this has been built up over many many years But it doesn't mean that you can't take $1,500 right which is 10% of the portfolio. I just disclosed to you and start the exact same account It's relative. It doesn't matter. It's not a mark of an individual Everybody's got to have their starting place I did and I started the very account that I just disclosed to you guys with that very same $1,500 guys if you appreciate the message coming through You want to make sure and subscribe to the channel leave your comments at the bottom of the video Hit the thumbs up for me notification bell most importantly need to share this message Google doesn't do it for me. So I expect you to do it if you resonate with my message The fact that I separate Opinion from fact in the stock market Recommend the channel bring them on would be glad to have them will empower one investor at a time Until this message starts to catch on an understanding that investing Isn't so crazy after all It can be accessible to the masses out there And the more we foot stump this message The more we can validate that fact guys appreciate you tune in and with me Good luck in your investment future