 Hi guys, welcome back to the Independent Investor Channel. My name is Ryan. This is going to be a rare opportunity to jump into a 15-stock purchase order that I've just put in on about 350 shares, totaling about $75,000. So for a retail investor, someone out there who's tuning into my message for the first time, this is a great opportunity. I don't roll these out very often to get some real insight on a real portfolio at work, a real retail investor making real investments. I'm going to chronicle each of the 15 holdings where I find value and where I'm looking to embolden my portfolio in those areas that I need a little bit of work in. So with that, we're going to jump you into the 15-stock purchases we just made here. And you guys are going to want to stick around for this because this is going to be really, really awesome as we jump into the into the account and actually chronicle the buy orders that I've just put in. Welcome everybody into the order screen here within my accounts. This is a pretty rare insight to a real retail investor's account here. This is indicative of what could be possible for you guys. And I always try to think about what could be of interest to the subscriber base and always trying to provide a unique insight to how I wealth build, you know, how I'm constantly looking at portfolio building. I typically spend more of my time doing a deliberation that of which I plan on doing another video on how I go about selecting the stocks or selecting the sector exposure. I think you guys will be really, really interested in how I portfolio build, how I layer up, how I deploy multiple strategies. And you can see that is indicated here really a heavier weighting toward the top five underweight sectors that I identified through my deliberation in where I need an emphasis. Okay, so these are the buy orders here totaling about $75,000 will go through on Monday. This is aimed at emboldening the portfolio allocation. Some of these are new holdings, actually one of them is new holdings, the rest of them are companies that I've owned in the past here. But if you just take on a quick glance, I couldn't get the whole screen on here, but the last two on the list are Duke and Southern Company. But if you can see here on this list, I spend the majority of my time not talking about doggie doggie doggie coin or idiot stuff like that. I typically spend my time looking at those good quality companies out there, you know, I mean, Legget and Platt kind of jumps out at me here as being one of those established dividend kings in investing and looking to gain my exposure by investing in the best of the best. Now my underweight holdings that I identified here were number one technology, number two in the discretionary space, number three in the healthcare space, number four in financials and number five in the telecom communication space. So if you just peruse this list a little bit and kind of see where I've looked to fill up each of those sectors with single stock, okay. Now make no mistake, these single stock purchases are not going to be the totality of each of the sector allocations. In other words, I own the sector technology ETF in my passive account. I take that into consideration, right? And I also own a technology slice in some of those companies that I need to own in the single stock realm, right? So I've got some companies that are there Intel, for example, Adobe Systems, AMD is a perfect example. Some of those that I want to own from an active perspective in single stock, but I own them passively in M1 Finance. So those also help in contributing to my sector exposure. In other words, how much money do I have in each of the sectors, technology, discretionary, materials, utilities and down the line. Now the ones that I didn't mention, industrials and energy specifically, I'm overweight in, okay. So the root of my focus was not on those sectors that I was either equal weight in, I will say that the Southern Company and the Duke purchase was meant to align a little bit better my recommended allocation to utilities for my specific risk tolerance. And also my insistence on owning some higher dividend utilities plays in lieu of owning some of the bonds. Now I did just for fun earmark the recommended allocation and my portfolio calls for about a $42,000 allocation to short intermediate and long term bond exposure. I opt not to do that. My risk tolerance is a little bit higher. And I just I don't want to invest in bonds is the bottom line. I would rather select a nice dividend paying ETF type of product or something that's going to get me a little bit better capital appreciation, because the swings to the downside do not bother me at all. And I'm not looking to capital preserve. I'm looking to capital appreciate over time. So very, very simple here and to go down the line for you guys, there are 15 purchases here totaling about 350 shares total dollar amount accounted for here is about 75,000. Okay. And I've given you the entire order here. So if you're interested in how I selected the shares here, some of these are adding on to existing positions like JP Morgan, I've owned the existing position now and this is just an add on of 14. So the small star that you see here, these are positions that I already own. Okay. And so these positions that are going in here are add on positions, but JP Morgan, here in the financial space, and Bristol Myers squib, kind of a starting position here, as I feel like Bristol Myers is a nice underweight position. This is a really big move for me. And this is the one on the list that is going to be a newly established position. So fairly aggressive on BlackRock, because it's the number one position that I've got in financials from a bullish perspective, JP Morgan pulls up the second place on that. And there's really not a lot outside of that that I really want to own. Unless we start to get into the insurers, which I think the insurers are, they look attractive, I just wasn't interested. They came into my deliberation, they just did not make my final cut, Aflac, and Allstate, as well as Prudential always come up in my screeners very nicely. But I just opted not to engage in positions in those. The J&J position here is on top of an existing position. So looking to just add a $3,000 bill there to the J&J position. Abbey is 15 shares on to an existing. Merck is 20 shares on to an existing. Leggett and Platt is an interesting play, it really is. Nice dividend payer. I just think the demand right now on furniture is insane. If you've tried to order any furniture offline, the demand is so high. And Leggett and Platt is actually benefiting from that type of discretionary type of angle that they play with the equipment that they provide. They're a wide ranging business, they've been around for eons. And so it's difficult for me to fill up the discretionary space. Whereas I've got Amazon and McDonald's in the space, Leggett and Platt does a good job of kind of filling that niche sector, which for me discretionary felt number two on underweight sectors for me. And that's a lot of the reason why I opted for this larger position in Amazon because the value was there, no doubt the value was there. So I went ahead and enter into one of the largest positions in the portfolio at five shares of Amazon that'll go through on Monday there. And then below that we've got all three of the telecommunications names with Google, Facebook and Disney. You guys can say I'm crazy here, but not so much. I think if you sit back and understand how I deliberate over what goes where and why, Comcast made my final list here. But I just opted not to take a stab at this because the position that I already have in telecom and AT&T with over 300 shares, I'm really not that excited about it to be honest with you. I'm a lot more interested in Google with the YouTube exposure, as well as of course the ad revenue exposure in Facebook and Google. There's no two better in the business, but Facebook with Instagram being a little bit more on the cutting edge of content delivery, as opposed to on the back end with a Comcast or an AT&T or any of your cable providers or discovery, which I really like. But it's just not of interest to me right now to put large chunks of capital to take up sector exposure in. And down here with Visa in the technology space, Microsoft in technology, those were the two big ones that came up on the screen or I already have Apple. So the option there to just continue to monitor Apple and not embolden that position seemed to make sense right now. A lot more discretionary cash. This left me with about just a little over 70,000 of discretionary cash after these purchases were made. But this was a strategic move to reduce the underweight sectors in each of the top five sectors that I felt like needed the most work. And these are the 15 companies that I identified found value in in achieving my best of breed philosophy in each of the sectors that I was underweight in. So with that guys, we'll kick you back. We'll conclude the video. All right, guys. So we've come out of the account here chronically in the 15 stocks that we're looking to buy here. Hope you enjoyed the video. We do these to provide some deeper insight to how I evaluate portfolio, how I identify areas within the portfolio that need work, some of the sectors that need a little bit of addition to this should have provided you some level of insight on what I'm looking at to fill that sector exposure, how I go about my deliberation and just for nothing else to show how a retail investor kind of looks at wealth building and looks at investing and some of the perspectives and insight that I share with you guys openly on the independent investor channel. If you like what you've got coming through on the channel, man, you want to make sure and subscribe to the channel. You want to share the message with anybody out there that is a beginning investor looking to get involved in a number of different capacities. I share those openly. I keep no stone unturned with regard to how you can seek out exposure. What works for me absolutely can work for others. And I look to really footstomp those opportunities and investing that can be scaled to the masses and duplicated because looking to share success is one of those niches of the channel. Looking to empower one investor at a time. Guys, thank you so much for tuning into the message and good luck in your investment future.