 Love to welcome everybody back to the Independent Investor Channel while everybody's talking about the volatility in 2022. Might I remind you of how important that I have encouraged investors interested in building an investment portfolio for their future to identify with different strategies. And a lot of people want to go for the pie in the sky, making money overnight, getting rich overnight. I'm going to chronicle my M1 Finance portfolio, which is comprised of 100 holdings. These are dividend growth holdings that have done quite well over the last couple of years. I haven't done an update on this for quite some time. But you'll be interested to know how it fared in the face of this adversity in 2022. And while everybody else is supporting losses of over 50 percent in a lot of the high growth names. My portfolio is actually up right now, and it has really stood the test of time from a defensive perspective. I'm going to talk to you about how you can get a hold of this portfolio via a very simple link to me. I'm happy to share it with you. No strings attached. You can send me an email requesting. I'll send you the portfolio routes to you so you can enjoy this portfolio, amend it how you will. But I'm going to kick into the M1 Finance portfolio now. And we're going to track this progress, how it's fared in 2022 in volatile markets, guys. Please enjoy. This is the M1 Devident Growth portfolio. And it's been a little minute since I've kicked in here. These portfolios with these value names can be forgotten about during times of volatility. And then you come back to them and you're like, wow, this is incredible. You can see here on the charts. This is what all the volatility, everybody's losing their shorts and losing their sleep over. I'm still silently killing it in this portfolio. It's a great defensive way to invest. There's close to 100 dividend stocks here in this portfolio. So it's a lot of fun, very, very low beta in this portfolio. The changeover is relatively low. I'm adding Taiwan Semiconductor to this. And I'm chopping woodhouse holdings, which is an energy holding that spun off of ExxonMobil some months back. I'm up. So just a nice portfolio to just sit on and allow it to make me money over time. For you guys that are new to the dividend tutorial here in M1 Finance, you'll know that I'm coming up on my two-year birthday in this portfolio. Also December, I'll have two years in this and quite impressive on the amount of inflows here. 25,000 of inflows strategically over the course of this portfolio started back some time ago with about 1,500 I think is what we started this whole girl with. But over 10,000 gains in the portfolio mixed between a nice healthy capital appreciation of just over 8,600 as well as the earned dividends. Now both of these are expected to go up over time, especially the earned dividends. That's a little bit more guarantee as this portfolio is built to render dividend income. And the market gains will fluctuate as the market comes off this not too shabby to still be in the green here in what has been a pretty horrible 2022. But this is the real value in investing this way. Value investing can save you a lot of sleep at night and it's an excellent way for me to add an additional layer on my multiple portfolio accounts that I have and I seek one strategic advantage with this. I don't buy ETFs. This is all comprised of single stock and I've been very, very happy with its performance thus far, especially in the face of some pretty crazy markets. So we'll come down here and we'll take a look at the allocation as I've broken it down in the portfolio. If you guys do want this portfolio and its entirety, you're going to have to email me. You can just email me at ryan.independentinvestor.com and I'll forward you over a link to this. The exact portfolio, unfortunately the affiliate link in the description will get you the portfolio but it's only going to be comprised of 50 holdings as M1 Finance won't allow me to share any more than that for whatever reason. I don't know. So if you want the whole portfolio just email me and I'll fire it over. I've shared it with a ton of people already and nobody said thanks so I would imagine they're doing all right with it. This is how it's broken down in a year of 2022 volatility. This is how it's shaken out. Healthcare is really outperformed. We all knew this up huge and technology is underperformed. With that said, with the names that I've placed in this, a little bit more along the value side of the house, your Cisco, your Intel, your IBM and the like, we've done well. We're only off a couple percent which I can live with that and a lot of people can say that they can live with downturns but I think a lot of people are facing the reality of downturns of 50% plus in some of these names that they just thought were a shoe in to make them rich over time and the stock market did what I always tell them or warned them that it can do and that's humble people in understanding what the real potential in markets are and this is a cool way of doing it. Financials have really held in nicely, consumer staples have held in. There's a lot of green in the portfolio in a year that a lot of people are down so couldn't be more satisfied on the bottom end. Energy has just ran away with itself with the energy crisis globally. A couple of underperformers, Telecom being the biggest one, we kind of knew that. It's been a laggard now for greater than about 12 months. It's been terrible. Really wouldn't chalk that up as any surprise and I do look for a turnaround story here. Remember as portfolio dollars flow into this, those dollars will go to the lowest allocated, the ones that are coding the most so I'm fine with that. It's really cool. M1 Finance will take those dollars and it'll spread it out across to this but this is a custom built portfolio by me. This breaks it down very, very simple. The 11 sectors of the S&P 500 are all represented in this portfolio in the custom allocation and or percentage that I have set in way of a target for each of those slices within how I've broken down this portfolio. If you click into any one of these, you're going to find the respective holdings within each of these slices within this pie but now I'll kick you in and we'll just go down the entire list. This would be like stock picks on steroids. A lot of people will come out with their top three stock picks to buy. I don't do that anymore. It is a waste of time. I like investing this way. This is cool. This is separated in here by dollar amount. So the largest holding I have is less than $1,000 in this portfolio and then it goes down the line. Boom, boom, boom. We add to these holdings slowly over time where appropriate, where it outperforms. It's probably going to get less if any dollars allocated to them where they're down, they get more. As you can see here, some of these have performed really, really well. Some of them have underperformed and that's totally fine. These are all quality names that I wanted to push into the portfolio and enjoy more of a long-term type of perspective. As surplus capital comes into my financial plan, I like to segue dollars to this portfolio when and where I can. In the tune of $25,000, I've already explained to you with understanding that over time this portfolio will probably grow and it has. It really has. Quite well. And as we scroll through the list, some outperformers stick out, certainly IBM has finally got some favor, AMGEN, Cisco's down off a little bit, AVV right above it, Shell's done well, anything energy related, Broadcom, there's Traveler's a Dow component as well as Goldman Sachs. Both 25% performers at a Clip Home Depot is always a strong name to have to the portfolio. No surprise there with Duke down a bit, CBS Health up almost 30%, fantastic stuff. So Lowe's doing quite well there, up 10%. So can't scoff at these numbers. Anything healthcare related has really got the nod. Disney, what an incredible underperformer that's been, but we can live with that. We really can. New flows will come into this and it'll buy that telecom sector. Interesting enough, T-Mobile right below it is up over 20% go figure. T-Mobile outperforming Disney there. It happens. There's going to be times in the market where they're in favor and out. Disney's just really out of favor right now. APD, one of my favorite materials names, we have a $500 bill in it, no big deal, right? AT&T coming back nicely, only off 6% now. You stay in the name long enough. There's Starbucks down a touch. It'll come back. Costco has just been a fantastic holding of mine. Not even one share of that. We're up $125 in the name. So the idea here is that you spread your wealth across these names, able to incur some of these situations that did not work out too well. I mean, I could have bought Abbott Laboratories. I could have bought Intel. I could have bought Leggett and Platte and American Tower, as well as some of the top end like Disney. Those are fantastic companies. But if you just happen to buy them at the wrong time, they're really going to be a drag on your portfolio. And that's why I like to buy them this way in this portfolio, because we can add to them as they're down and live to fight another day here. Look at Lindy Lind Corporation here. Fantastic inbridge. What a nice holding that is in the energy space. Bank of America, off 15 bits. Who would have thunk it? Just really good companies. But if you enter into them in the wrong time, it just subjects yourself to a single stock risk in each of these names. Dominion, another great example of a great company that's just had it rough, just like Chevron, has had it rough prior to this most recent run-up in energy. Look at John Deere in the industrial sector. Fantastic performance there. A lot of green in the portfolio for a lot of people struggling right now to make any kind of sense in the market. I knew this would work before I did it. This is the validation that it works, like a Verizon off healthy 30%. I'd buy more of the company right here. And some of the companies that have done really well. Look at the aerospace sector. Look at the general dynamics in your Northrop. Grumman, look how much favor they've got. Look at Comcast down, wow, 30%. Incredible to go and kind of roll through here and see what's worked and what hasn't worked. And this is just a snapshot in time, guys, as we go through this list. I would expect that a lot of these names turn to green. Look at Altria off marginally. That'll change over time as the market comes a little bit more into favor. Look at Kellogg, up 20%. Man, the staples have just absolutely crushed it. But look at that, JP Morgan. So if you had picked the wrong banks, you'd be suffering right now. Look at Dow. So two in the material space are doing quite well and Dow, not so much. US bank off 20%. There's Canadian bank that's doing really, really well for a while. And now it's kind of falling off a little bit. And then Warner Brothers there that has really slipped from its spin off from AT&T. But that's the list in its entirety, guys. Again, shoot me an email if you want me to send you over this portfolio. And I will, I'm happy to do it. It's all good. But I think the takeaway here is to understand the diversified nature of this. To understand that this right here is 2022 in a nutshell. While everybody else is facing losses of 50, 60%, I am in certain names. But in this particular portfolio with this particular strategy at my back, really goes to show how a defensive strategy can really weather all markets. And I think that this can be attractive for a lot of investors out there looking to get involved with financial markets, but not succumb to the volatility of the market and really test their risk tolerance beyond what they can stomach from day to day and from year to year. It's kind of cool to invest this way. Makes it a little bit of fun and takes a lot of the stress and guesswork out of the investing game. And I think there is an element of fun that can be had by investing in this manner. So with that, we'll kick you back. We'll conclude the video. All right guys, so we've come out of the dividend growth portfolio here. I hope you've enjoyed the tutorial. Enjoyed the review of the performance of the portfolio. I couldn't be more satisfied after a couple of years of putting the strategy in play. It just allows me a drop point to put information when I've got a little bit of an opportunity to put some surplus capital into a drop point like this. It works. I know the money is working while I'm out doing my thing. And I think it's attractive to a lot of other people out there who might resonate with this idea investing. A lot of people think they can handle the swings and volatility in the stock market. And I'm here to tell you that not everybody can. And this strategy allows a lot of people to embrace this idea of passive investing over time, dividend growth investing in those companies that have paid shareholders over time. And I think there's a lot more people out there that can and should resonate with this idea as opposed to always trying to look for that next best thing in stock market investing. 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