 Hi guys. Welcome back to the independent investor channel. We're going to jump into my brokerage account. This is a six-figure account that was recently started within the last couple of years anyway. We're going to chronicle the holdings, explain some of the philosophies, why I seek out more of a dynamic strategy in this portfolio, explain that it isn't limited and as the account grows, it's going to be nice to have no ceiling above so I can contribute to win and how I want to the account. But this is really important. A lot of people want to know how to invest. Well, this is how to invest. This is an inside look at a real portfolio with real dollars at work that has been built up over the last couple of years to a sizeable and respectable way and it really validates what it is that I talk about from a fundamental side on the channel to help folks really get a holistic picture about what is what is possible out there. And if I can do it, anybody can do it. I come onto YouTube to share my story and hopefully get the message out to someone out there that can feel empowered by the message and follow along the same path that I have to financial security. So with that, we'll jump into the account and conduct the review. I'd like to welcome everybody into the taxable brokerage account. This is one of the larger accounts that I chronicle on the channel. This is a six figure account and it plays an important role here in my total overall strategy where I'm capped in my Roth IRA contributions from year to year. I usually try to fund those up the first January of every year. So I'll push over the $12,000 bill into those two respective accounts. This allows me a little bit more latitude to do what I want when I want and how I want. So pretty important here and each of these holdings kind of speak to that end a little bit. I do spackle in a little bit of dividend element to this portfolio and I'll chronicle those holdings as we as we move through here. But this is kind of a really a hodge podge accountant here with four strategies deployed. The first on the top end being the option strategy. I'm not going to get too much into that there right now. I do roll out the updates on the options on the Friday live stream on the channel and those are doing quite well. Obviously you can see there with some long calls there on highly on at 10. Those are obviously in the money right now and then some cash secured puts at $9 there with different dates there and doing quite well. If we get those put that's fine on another retracement to the stock it's securely above 10. That can change from week to week on highly on. So we'll continue to monitor those and we'll continue to collect profit on those as we go forward here. Now the rest of the portfolio are a mixture between large growth, large cap dividend paying value companies as well as an element of dividend value in lieu of bonds. If I were to own some bonds I would probably do so in either this account or the Roths but I don't really have any desire to own bonds per se. So I do own regulated utilities and some telecom in lieu of owning the bonds. So that's just more in line with my strategy and my profile than anything. I'm not down on owning bonds but I think it plays into a different strategic wealth building goal as opposed to owning bonds to preserve capital. Whereas I would rather grow capital and take on the risk associated with growing capital. So that's just my thought on that. Obviously here on the top end my top discretionary pick in Amazon I think it's best in breed. I don't think any company comes close to what Amazon brings to the table. It's absolutely fabulous. It anchors a nice position in this portfolio. It is a cornerstone investing initiative here with five shares. It's all over the place. I've found that Amazon is an interesting company. I've made a lot of house money trading Amazon in the past. This is the first stab at a nice investing piece to Amazon because I felt like it gave me the best of breed in the discretionary space with McDonald's right behind Amazon in the discretionary space and then Leggett and Platt as well in the discretionary space. So kind of three of my favorites there. I'm not in Leggett. I just took liquidations in the mid 50s as it ran up pretty good there. So Amazon plays a nice position here in this portfolio anchoring in the discretionary. Next is Boeing. Boeing is one that we're going to continue to build on. I'm going to monitor this holding and we're going to build upon it. One of my favorite companies to invest in and I think here as it gains strength and gains back some of the orders in their commercial size of the business it's going to really lend to the bottom line and supplement the other two elements of their business on corporate shipping as well as the government contracts that they run in the aerospace that you know it's a company I want to invest in. It's just that simple. Unfortunately I really didn't have a whole lot of room in the industrial sector to add Boeing but I went ahead and bit the bullet and I added it into the portfolio and we'll track that we'll see how it does. Now Facebook was one that I've swung trade three times in the Roth. I had it channeled very very nicely rendered some really nice channeling profit within the Roth. So those profits are sitting there and this is a newly established position in the brokerage account in Facebook. Facebook is best in breed in the telecom space in my opinion. So you've got Facebook and you've got Disney as well as AT&T that I put in here in this portfolio and then Verizon is in the Roth so they just give you some idea about the exposure to the space in telecom as well as Google which I think is also best in breed right up there at the top with Facebook but Google is currently being held within the Roth and we're sitting on a nice profit with Google as well but Facebook fit this nice large cap growth in telecom in this element and it helps supplement the AT&T position that I've got as a proxy to bonds in this brokerage account so kind of cool anyway and then right below it here highly on holdings here we're kind of settled at this position here 25,000 of real dollars in highly on just around 2400 dollars that's been shaved down from what I had at one point up to about 3500 shares a lot of those shares were bought in the low eights so I rendered some very nice profit on that block of 1100 first in first out shares right in highly on so we've got it down to a little bit more of a managed situation as it's run up here and I wanted to really get that a little bit more in line with where I want to be it had nothing to do with my bullish thesis on the company it was more of a positional move in in the holding and then I've settled out right here at a fairly nice nice holding and and it's set if it goes down I'll buy more but I'm not looking to accumulate more shares here as the company is still kind of in the early stages of testing the v1 hybrid as well as the erx rollout for demos in later 2021 so we'll continue to just own that it's a long speculative position and they've got to devote a pretty unique strategy to materializing that holding over time lind is a new position here in the material sector best and breed no doubt about it I I loved everything that I saw here for growth potential in going forward they increased the dividend by another 10% so that was nice but lind has always been on my list as along with applied materials excuse me not applied materials but apd another good one so I needed some materials exposure outside of the specialty etf for materials in the other portfolio I really wanted a single holding name in this and lind fit the bill for a nice big healthy position here at 4500 in this portfolio 3m kind of adds to that that that dividend element to this portfolio in the industrial space it's one of those companies that I feel like can be a cornerstone in any portfolio it's a very easy company to own a really safe company very large growth prospects and earnings are usually just right in line with where projections fall so very predictable company in that the products that they sell they have a very very wide diversified portfolio of products that they sell and a very wide moat to boot so very very predictable and that the monies that they make are very very very very solid and producing those products out there that people need they love and and they buy year in and year out with the triple cues a very simple here get your nasdaq exposure so we've got a five thousand dollar bill in the triple cues so that just adds another element to this to grab that broad nasdaq market and then to complement that with the vti to grab the total market that's the largest position in this portfolio outside of the highly on position so nice to see that and then i touched on the proxies here in duke energy in the utility space and southern company i've been in and out of those positions for you guys that chronicle the portfolios with me i'm back in them with much smaller positions than i had before as these have run up nicely and if they digress will buy more if not will hold them and will sit on the fat dividend very very good i'm very bullish on both these companies they're very good they're going to be slow and steady and i think probably return a little bit more potential for capital appreciation as well as pay a nice dividend in excess of what i could hope to get with any nature or makeup of a bond portfolio so that's i opt to own those regulated utilities in that capacity it just makes more sense to me for for what i'm trying to do and then finally wish is the newest speculative position in the portfolio it's really just been kind of a falling knife i really think i got a good entry on it it's obviously fallen back just to touch down 10 percent since i bought it that is two installation three installations of buys there so even with the buy points that i i thought were pretty attractive when i took them it's come back a little bit here sub eight i believe is where it's trading yes 794 and we'll continue to monitor that i i like the prospects of the company going forward we just need to get those earnings up in line revenues are fantastic but what we need to we need to turn out some some earnings in this and when it does the stock will turn around so anyway guys i hope you appreciated that this is the taxable brokerage account reviewed for your viewing pleasure with that will kick you back to youtube and we will conclude the video all right guys so we've come out of the review of the taxable brokerage account and this is a jointly owned account very important multiple strategies at play dividends with some speculation and growth and a small element of passive in it and and for a lot of investors out there you could say well do i have to do it all ryan you don't you don't these multiple strategies you could pick one i would recommend the passive approach first i think that's a good order of operations to enter into a wealth building strategy for yourself to start and then look to layer up into the future but you're not going to have the decision to layer up into the future if you never get started and hopefully this can provide some inspiration for you on on what's possible somebody who's done this who doesn't have a huge amount of money doesn't come from money and and has done so on a blue collar salary my whole life it's just the willingness to do really is what separates me and i expect that a lot of people out there can share in that same vision of financial security for themselves and their families if you enjoy what you got coming through the independent investor channel make sure and subscribe to the channel hit the notification bell i upload weekly on the channel provided a lot of different conduits to information and me personally and leave your comments at the bottom of the video and if you think that this could motivate someone that you know out there make sure and share the message with them bring them on to the channel whether it be vocally or through social media no problem we'll have them on the channel we'll get them motivated about starting a wealth building program in a small or even maybe in some uh some situations a large capacity guys thank you so much for tuning into the message and good luck in your investment future