 What is up everybody, it's Stas here and in this video I'm going to be letting you guys into my M1 Finance portfolio and sharing with you all what's been going down in this portfolio. I've been buying some stocks, I actually trimmed a position and I've added some gold to this portfolio so I want to share with you all kind of my strategy right now, my reasoning behind all of the trades and kind of how I'm structuring this portfolio right now as kind of a set it and forget it type of portfolio. So all I ask from you is if you enjoy this video feel free to go down below, hit that like button, consider subscribing if you do want to see further content from me and if you want to be further connected with the StriveSmart community that's linked down below via the Discord chat as well as the Facebook group. So let's just jump right into it guys. Last time I reviewed my portfolio I think I had about like 700 bucks in it so since then I've added about $200 in cash and the return that we've been seeing in the portfolio has continued to go up. Last video I think the portfolio was up 11%. Now it's up 15% since its inception which was on the 2nd of July. My total gain right now on the portfolio is 55 bucks right now and that's really just $3.98 from dividends and $51 being from market gains and the value of the portfolio as you guys can see right here is $958.11 right now and I actually have 30 bucks in cash with one upcoming trade which we'll detail here in a couple of minutes. So let's go over the individual slices of my portfolio very quickly then we'll talk about what I've been doing in terms of buying and selling. So just scrolling down here you guys can see MO Altria is my biggest position right now. It's about 13.8% of my portfolio. Total return on Altria right now is 22% guys. So I'm up a really big amount on Altria in a short amount of time so I might consider trimming some profits here especially because it's overweight in my portfolio. Again it's 8% is the goal but it's at 13.8% so I might trim a bit or I might just not add to it at all and simply add to the underweight positions until this is back to 8%. That's kind of what I'm thinking right now. The second position is Johnson and Johnson ticker symbol J and J up $6 on this position up 8.1% and this is also overweight being at 13% with the goal being at around 8%. So right now I'm not looking to really trim my Johnson and Johnson position I'm probably just going to let it ride until it gets back to that 8% as I add more to these underweight slices here. So the third slice I have and this is actually a new one that I didn't have in my previous update video. This one's SPYD and this is actually SPDR portfolio S&P 500 high dividend ETF. So this is a dividend ETF that's comprised of a bunch of different stocks right. The expense ratio is 0.08% right now 4.43%. Dividend yield with $1.6 billion in assets under management. So I'm a big proponent of ETFs especially if you're looking to really be a passive investor and again this portfolio is meant to be mostly passive where I can add money to it and forget about it type of portfolio. So that's good. 10% of my portfolio is in SPYD and right now it's at about 12%. So I'm comfortable there not really looking to add more right now at least but maybe in the next couple of weeks if we see a dip in the market I might add some more. So my next holding is PayPal PYPL up 2.5% right now and this one it's about 9% of the portfolio and I'm not looking to add more to this whatsoever here guys because the goal is about 5% and since my last video I have kind of updated the portfolio in terms of the target percentages and I'm kind of giving each individual stock or equity here at least 5% upwards of 8% based on the potential that I see in the portfolio for the long term here in terms of these individual stocks and really that's just how I have it set up right. So 2.5% up in PayPal here not looking to add more again like I said but if we see a huge dip into the $90 range for the stock I might add more. Facebook's the next one here up 7% on the position. The goal of Facebook is 8% of the portfolio but right now it's 8.9% so this is pretty good in terms of the you know the target and the actual here. The next position which I might trim as well just like Altria is ABV guys ticker symbol ABBV and since I've bought it into ABV it's been going crazy right up 20% I believe I started buying this stock in the low 70s yep average share price is 73 right now so we're up 20% on ABV this is a 5% goal holding of my portfolio but it's at 8.5% so at this point I might trim a bit again like I said or I might just leave it let it be and just simply add more to the underweight slices here. So the next one's 3M up 4% here 7.5% of my portfolio with a goal of it being 5% so I'm just simply holding this one here guys not looking to add more like I mentioned in my last video just really looking to get this to about 5% and then let it ride there for this portfolio. The next one's Amazon which is one that I actually might buy more of if we see a dip here in the next couple of weeks because you can see this is actually a position that I want to be 8% of my portfolio but it's at 5.5% right now and I'm up 2% on the position so there's really a lot of room here to grow in my opinion but if we get that dip even further down I'll add more at a better cost kind of dollar cost averaging down for the long term there. So VEA is another one that I'm holding this is an ETF actually it's an international ETF holding a bunch of emerging or not really emerging companies rather developed markets that are outside of the US so I kind of want some exposure in markets that don't include the US just to kind of diversify the portfolio to not strictly hold US equities right because at the end of the day there's a lot more business around the world and I kind of want a piece of that to really diversify this portfolio because again like I said this is a set it and forget it type of portfolio for me so this is a 6% goal and we're at about 4.8% here so this is another one along with Amazon that I might add some more to here and I think I've actually been adding more to it over the past couple of weeks so Baba here up 14% this is right in line 5% you know of the portfolio it's right now it's at 4.5% now this is one that I want to get bigger so last time I updated you guys SPHD was actually at the top of my list but actually trimmed off some of it SPHD added more to SPYD which actually bumped down SPHD in terms of the actual weight in the portfolio but now I'm looking to add more to SPHD as these markets if these markets rather see a pull down so SPHD it's actually at 15% of my portfolio but it's only at 4% right now so I need to add a lot more to it to get to that 15% target and I do like this one as kind of a set it and forget it ETF because it pays a 4.15% dividend yield it's a monthly dividend payer here and it's a low volatility ETF meaning it's not really moving up and down like crazy over the span of a time horizon because again it's low volatility the beta is low I believe the beta on the ETF is actually lower than what the market is and that really means anything below a 1.0 beta let's say the SPHD ETF has like a 0.9 beta that means it's less volatile than the market right so I'm looking to add a bunch more to SPHD McDonald's is actually one that I added I believe since the previous update as well this is one that I'm looking to buy more because McDonald's blue chip company I love it global brand right big dip in McDonald's and whenever we see stocks dip like that I'm typically buying especially if I see the vision long term and especially if it's a blue chip company right in this this portfolio here it's mostly blue chip companies you know you can see a bunch here on the list so I'm interested in adding more to that AT&T is actually the one that I trimmed a little bit it's at 3% of the portfolio right here the goal is to be about 5% so actually might buy a little bit more AT&T here if we do dip down to the $35 level we'll see but this new position guys which is about to go in is GLD which is actually a GOLD trust so I'm actually adding a bit of a hedging proponent to this portfolio here with 5% of it going to be that GOLD trust and that's really just honestly because the markets right now are at all time highs so if these markets dip a lot of my ETFs a lot of my equities they're going to fall right that's how it works but GOLD is going to potentially go up in price when that happens because people view that as a hedge to the stock market a hedge to the economy and kind of like a safe haven to put money when equities are falling in price so 5% it's going to be in GOLD here that's kind of what I'm comfortable here maybe I bump it to 7.5% but probably not just keeping it at a nice 5% now if we're just quickly going over to my activity you guys can see here I've been pretty active right added 50 bucks in the on the 13th of November added 40 bucks um you know about a week later just added another 30 bucks and I've been buying right I bought McDonald's VA SPHD here you know I got Abbe dividends so this portfolio really the way I have it structured is it's a growth portfolio but at the same time it's a it's a value portfolio it's a dividend portfolio it's an income portfolio and honestly I just love the way I have it structured if I went to sleep right now and woke up five years from now I will have 100% faith in this portfolio that's kind of how I have it structured right because I have global I have global markets in here I have you know high yield you know dividend ETFs that comprise of 25% of my portfolio that makes me really comfortable right that that's some good diversification there you know I have some gold in here I have companies that I truly believe are going to rule you know the the the economy and the world here in the next couple of years like baba amazon facebook these companies are dominating the world pay pals changing the way we pay people right johnson and johnson healthcare tobacco I think is always going to be here with altria so these positions here they're not going anywhere in my opinion which is why it's a set it and forget type portfolio so if you guys enjoyed this video let me know down below in the comments what do you think about my portfolio what do you think about m1 finance in general and consider leaving the video a like if you want to support the channel and if you want to see further videos for me consider subscribing and also hitting that notification bell and if you guys want to use m1 finance for yourselves I actually have a referral link down below that if you use that referral link and sign up to the platform and fund $100 you actually get $10 back and I also get $10 so you're making really a 10% return right away by simply just putting 100 bucks into m1 because you get that $10 back right so that's a really good 10% return right off the bat and again that link is down below so I'll catch you all in the next video thanks again for watching peace out