 I'd like to welcome everybody back to the message for you guys that have been following me a while you guys know I have multiple, multiple accounts of three brokerage accounts and a couple of individual Roth IRA accounts of a self directed nature. And every now and then I roll these out for review so we can kind of track the progress. See where I'm building out where I'm taking some profits, if appropriate. In this video I'm going to jump you into the taxable joint brokerage account. This is a over $100,000 account here so rather sizable, but I think really the takeaway for you guys I want you to understand what's possible in investing and I'm here to provide a tutorial on what is what is possible as a self directed investor guys please enjoy. Occasionally I roll these videos out to provide some updates to where we are. This is my larger taxable brokerage account. This is one of three taxable brokerage accounts that I own. There's some passive aspect in this portfolio. There is some dividend growth in this portfolio and finally there is some speculation in this portfolio and this really speaks to the broader benefit of social media. I mean 10 years ago I don't think people were doing this. I don't think people were being as transparent at least from my perspective because I don't put these videos out to say hey look at me I've got all this money. I think money is relative and what that means is there's a lot of people out there with a heck of a lot more money than me but I contend that there's probably a few people out there with less. I think there's people out there that are starting out. I think there are people out there that would benefit immensely from sitting back and kind of looking at how certain investors deploy their capital. There's no two portfolios the same so I think when you tune into a video like mine or many others and even you can see some of the differences in how I form different accounts to create the total portfolio from a comprehensive perspective. But this is how this shakes out for you guys that know and tune into me. The ARC KK was really one of the newest additions to this portfolio just made sense add a little bit of a passive diversified arm of growth into this. I was glad to do so I obviously liquidated it in my other account here just recently. I'm taking some very nice profit and leveraging into it in a new portfolio direction so I did want to retain some of that managed ARC ETF exposure within my brokerage account so it was a very simple decision to carry that over here and establish a nice 25 share position. You can see here on the top end Amazon just seems to fit nicely in the taxable brokerage. I think owning Amazon is difficult to do long at least for me but I'm attempting at doing just that. I'm attempting at building a position in Amazon so I can get to that long term capital gains category and I can just benefit from having what I think is the premier discretionary name in the space. I just don't think there's any better. I do enjoy discretionary filled out by Home Depot McDonald's and Leggett and Platt. Leggett and Platt being in this portfolio here. The other two names being absorbed in the Roth IRAs but discretionary is a tough sector to fill. T.J. Maxx in a much smaller amount is in the dividend growth portfolio but nonetheless Amazon here kind of on the big growth side of the house and then Boeing here with a long position. I just wanted to grab this. This really seemed like a nice position here. Boeing is a huge company. They're really going through and hopefully coming out of what has been just a terrible last couple years. This position is a five year position. It's really put in here long and really be nice to see Boeing get back to its old self. I really see this position being very valuable down the line. Is it going to be $210 in five years? I think not. I think it's going to go through the progressions. I would venture to guess that it's probably going to be more like a $500 stock in five years as opposed to where it is on these current levels. But it's left out for dead right now on the street and that's fine. Usually that's where you want to pick up opportunities like this. But Boeing, I'm super happy to own Boeing here. Financials in this particular brokerage account anchors my financial exposure. I do own contracts against Bank of America. I do sell some premium against Bank of America. It's done quite well. Very nice. That was one of my stocks to buy for sure. Had you taken my awareness piece and taken a second look at Bank of America, I think you would have seen what I saw in the big banks. I own all five big banks here. I'm a little bit more bullish on financials than the average bear, which is fine. I enjoy owning a nice exposure to financials and Bank of America just helps me do that. Right below that is Bristol-Meyer Squibb. Initiated a pretty big position here. It's dipped and I don't know why. It's undervalued and that's fine. We're happy to own 100 shares of Bristol. I'll own these long. I'll own Bristol for a lifetime. I have no qualms whatsoever. This little bit of a hiccup was an average down in Bristol. First 50 share block was established and then it followed down and I went ahead and bulked up that, giving me the option to sell some premium against Bristol. I think I checked and I don't think it's that attractive. Based on the last premium numbers that I crunched, it may not be workable. That's fine. We'll just own the stock outright and continue to accumulate shares on the dividend reinvestment program. You can see here my conviction speaks to my bullish thesis on Bristol. Disney Fabulous. What can I say? Very happy. It seemed to fit nicer in this brokerage account. Big Dow component I want to own forever. We're going to try to build this out. Really, the strategic vision here is to give myself some drop points for some new cash. Yes. Eventually, I'm not going to hold such a huge position in Hylian. Obviously, this 1,000 share position here takes up the lion's share of the brokerage account. That's fine. We're going to take that up to a speculative run-up. I foresee Hylian being a nice payday here in five years. I think in a year, a year and a half, two years down the line, I think I'm going to have some decisions to make. We'll continue to monitor the stock here. I'm super happy to be an investor in this fine company. This is really my speculative play in this portfolio. We're going to continue to monitor it. I think I was down. I was in some deep water here. It's just turned back into the black. That's totally fine with the recent news on their proprietary battery system. All good news. We live to fight another day. General Dynamics, I had in some deep water there for a while. It also is back in the black. Triple buy ratings across the board on General Dynamics. It is currently undervalued right here. Value is getting a new look. That's why some of these good quality companies that everybody has just since forgotten are now returning to some favor. Duke Energy, I took a little bit of a trim back. I'm glad I did. It was a perfectly timed sell point. It run up to 95 really, really quick. I was just going to rebuy a put contract for me. I opted not to do that and just enter into more of a conservative position here. I think that's smart because I was overweight industrials. Excuse me. I was overweight utilities. That's what prompted my decision there was I look at areas of weakness and overweighting in my portfolio constantly. It's a habit of mine. I would encourage you guys to do the same. Whereas if you're overweight utilities, it's a good candidate to trim. That was a perfect opportunity where I had an overweight sector with an opportunity to trim, take profits, win, enter back into the stock at a lower price, and boom, we're there. Perfect, perfect execution there. Not to toot my own horn, but that one worked out well. That was nice on my part. Legit and Platt. I also own contracts here. I believe it expires here in a day or so. We'll win on that contract and Legit and Platt's a nice stock to sell some premium against. Lockheed Martin is gaining a little bit of steam. This is one of those that I could care less where the stock price is on any given day. I'm obviously down a few bits. Lockheed Martin is my best value pick for industrials. It is the best value right here to be had. Say no more. Glad to own. This is a nice big position in Lockheed. Nice $8500 position, man. I couldn't think of a better place to put my wealth in the defense sector of industrials. Lockheed Martin gets it done. It's my absolute favorite pick in the space, at least on the defense side. 3M is also one of my favorites as well, but Lockheed Martin gets it done. Altria Group here has finally snuck back into the black. It really was waving at investors in that upper 30s mark. That was a steal for Altria Group. I really kind of stupid to be honest with you. I did the best I could to push that out to the group and let folks know there that that was an extremely undervalued pick. That showed up in my undervalued pick list a couple months running. That was what I would consider shooting fish in a barrel. But there it is back in the black a little bit at $4500. I do occasionally sell contracts against or sell premium against Altria Group as well. Round of the doubt here, Southern Company have a nice healthy position here, 100 shares. I don't sell premium against Southern Company. The premiums on utilities just aren't that good. AT&T, I probably need to reinitiate. I just had some fat contracts on AT&T expire worthless, which is a fantastic thing in the options world. But having the three contract capability for me, that's a good way of generating some extra premium in this portfolio. That of which I've just now successfully closed out my first three contracts on AT&T. And we made the premium and they expired worthless. And then to round out the portfolio here, I foresee a few hundred grand in this someday. This is indicative of a starting position for me. And also acknowledging how far I think the stock market has run and how I really don't want to get too crazy on passive total market ETFs. I just think we're in a phase now where the stock pickers are ended up winning and there's still a lot of value to be had in the value space. So with that, guys, we'll kick you back to YouTube and we'll conclude the video. So I appreciate you guys staying with me for the entire video. If this inspires you, I hope it does. I really do. I think the whole purpose of my message through empowering one investor at a time is to bring more people to the investing opportunity. That's all wealth building is just as easy as, you know, sitting across from somebody understanding how they seek their exposure. I think it's there's no better opportunity than to be provided examples of how somebody like me seeks out my exposure to the market. Now this has taken many, many years to build up guys. The last thing I want to see is people making their way into my message and trying to emulate what it is that I've been able to build up over many, many years overnight. It's not going to happen for you. Okay, but just like me, I started with a few bucks and started to start that churn in the portfolio, get yourself, get your mind right, get yourself in a wealth of building type of discipline. And eventually the years will stack up and the dollars will start to stack up as well. And you'll start to render those results from a well laid plan as if you appreciate the message. I want to make sure and subscribe to the community that we've got building on the independent investor channel. Share the message with friends family out there anybody you know bring them on to the channel they can benefit from the message. Just like everybody collectively man is benefiting and wealth building from this message. That's why I always say congratulations when you make it on to this because it's life changing, and it will in fact change your life. On the ground level in your day to day activity guys leave your comments at the bottom of the video. Thank you so much for tuning in with me and good luck in your investment future.