 To welcome everybody back to the independent investor channel Ryan here trying to break down barriers for Individual investors and provide those options out there. This video is going to chronicle an opportunity for you guys that are Interested in stock market investing and you want to own a lot of different stocks in the same basket But you don't have a lot of starting capital and this is a way to do it I'm going to drop you into a 71 stock a holding portfolio That I've custom built for myself. It's kind of like the independent investor ETF There's ways of seeking out your exposure to the stock market have changed radically Okay, and the only people that are going to roll out to these opportunities for you guys are through social media the traditional means of Seeking out opportunity to the market usually go through a middleman or an intermediary i.e. a financial planner You can seek out your exposure to the stock market now direct. It's just that simple I'll drop you into this account. This is one that I chronicle on the channel all the time It's a lot of fun for me through M1 finance This is a suite of 71. They are organized in a way that you guys can appreciate In each of the ten sectors I do leave real estate out of this portfolio as I do have real estate in my larger accounts But this is a cool way of seeking exposure to the other Areas of the stock market technology health care financials and down the line In a way that I want to and you'll see when we jump into the portfolio here how I've got these organized as Usual I do share this with the audience broadly the M1 finance Opportunity is affiliated with the independent investor channel. So please understand that the links that you click on The channel can receive a small compensation for me rolling out these awareness pieces on M1 finance I love the account. I really do. I've got two accounts that chronicle them all the time on the channel There are a lot of fun it makes investing really fun and you can't do this with a traditional broker You can't just say, hey, I want these 50 or 60 or in this case over 70 stocks and say I want a little bit of exposure to all of them. I don't want the entire S&P 500 I want the companies that I want to own and M1 finance makes that possible. All right, so We're gonna chronicle this I'm gonna show you the holdings if you don't catch it all in the delivery. No problem I do share these you can click over at your leisure and you can see how I've divvied up the portfolio and Organized it in the manner that I have you can use the portfolio as I've built it I would presume that there's a lot of individual investors out there that can appreciate how I've divvied it up If not no big deal use it as a template for yourself And as kind of a backbone but on the top end just a portfolio check here on performance We're doing quite well 10,000 event flows into the portfolio Just shy of 9,000 and gains in this portfolio. So we're doing well Just that the track line here Graph slightly leaning to the right and upwards which is exactly what we want and then like I was saying these are the Slices, okay, so M1 finance works on a very very simple Simple strategy here in that you've got your pie here And the pie is comprised of a bunch of slices and each slices as I hover over them Will be denoted to the right there in each of the respective categories technology being the highest funding here at 15 percent, right? So just imagine as these dollars flow into this account I'm basically telling it that you know, I want 15 cents out of every dollar to flow into technology 14 13 11 and down the line until we get to materials This is the allocation piece that I talk about and I don't mean to throw a bunch of fancy words out there but there are a few terms that You may want to become familiar with As we evolve in this Investing opportunity is it is an education and don't think for a second that you have to tune into a video like mine or Be on your own and and and be an expert before you start investing But that's actually a far cry from the truth I would take the independent investor opportunity and take it as a bridge gap or a stop gap in your knowledge and Trust the fact that I know what I'm doing I've been doing this a long long time and for a lot of investors it can get you as close to the right track as possible This is a passive program in other words You're not gonna have to go into each and every one of these and and finagle around I think a lot of people get involved in investing and then they say well, so what Ryan like now what? What am I gonna have to do am I gonna have to you know, give this a pit stop every now and then am I gonna have to? You know make changes in it I'm incapable of doing those things and the answer is no to all of that that you can just set up a portfolio like this You can see some of the holdings we're gonna go in here We're gonna jump into and chronicle some of the holdings that we've got here You'll see here that these are recognized companies. Okay. These are not fly by the night companies Sorry to disappoint you. There is no AMC in this portfolio. So that's what you're looking for You can exit stage right. I have no problem with that. I will teach fundamentals of wealth building Intel the cows come home on the independent investor channel. Why? Because that's what can work for the masses. Okay, you're gonna get people coming on bragging all the time about how much money They've made in the stock market what they fail to tell you is all the times that they have failed in the stock market and Stock market investing doesn't allow you to win all the time. It doesn't You'll get over zealous and you'll think that you can control Your market opportunity and you'll lose big You'll be on the wrong side of a trade and usually those people will do one of two things either They will quit investing or speculating altogether or gambling or they will crawl back to a program that actually works said program like I'm just demonstrating for you now on The top end here the first five or Dow components, right? That makes up the lion share of the money dollars that are actually in this portfolio specific to The the higher-weighted holdings you see here. I've got am Jan is the number one. I bought that on an opportunistic dip It really had a hard time after earnings and you can see here the cost basis at 618 It's our 233 at the average stock price and we're happy to own this Just a couple shares and that's the whole point to this videos to understand how with a relatively light amount of money And a lot of you guys might be saying well, I don't have 20 grand Ryan. Can I do this with 500? Yeah, you can I just don't think that you need to be pushing it up to 70 The whole idea is you might say look I want to start with my first 10 I like the way that you've broken it down into the 10 sectors And and pick one representative from each of the sectors, right? You could do that very very easy and But this is just a representative of multiple holdings within each of the slices In the portfolio. This is just how it shakes for me. That's what I wanted to do I wanted to grab exposure to a lot of companies without a lot of money And that's really the whole niche of this video is to roll out How you can do something similar to what I've done here as I scroll through the list here Broadcom CVS thermo Fisher scientific. This is one of the ones that are down The labs are really getting hit here as we move out of the pandemic Eli Lilly look at that. It's done doing quite well had to grab some Eli for sure McDonald's here another Dow component Meg Dronick one of those dividend aristocrats Looking good here down a couple bucks and Intel I'm not going to shake a stick at that Duke energy We entered that at a good time. I own this in the big portfolio as well and own a little dab here It's it's tops of my list on in the energy or excuse me the utility sector Abbott laboratories, that's probably the biggest dog in the portfolio right now, but it's a fabulous company It's just falling on some hard times here. No big deal And Disney we bought too high. No big deal. I'm not perfect. We bought it high and we're down a little bit We're down less than 5% were good there Morgan Stanley would be one of those financials that I wouldn't want to own and My larger portfolio and look at that that would have been a wrong application I would have been just fine entering into Morgan Stanley At the time I'm up 22% in the name. So just a great way of really spreading out There's a lot of people out there that might just have tons of money And then they don't know the first thing about investing They can lean on my investing mind to look at how I've Allocated my money in a relatively small portfolio with just less than $20,000 and say my goodness, man This is incredible what this guy's doing. I've got a hundred grand Could I dump a hundred grand into this portfolio? The answer is yeah, it's built to Accept any level of money whether it be $500 or $500,000. It doesn't matter These are all well-established a billion dollar companies. I would Venture to say that the vast majority of these are all large cap value companies all large cap I don't think any even dabble into the mid cap category These are all well established businesses. I mean TD Bank. These have just done incredibly well up over 20% here And then Royal Bank of Canada. I've got a Bank of Nova Scotia in here as well So up over 20% there Bank of Nova Scotia boom were up almost 20% Look at Charles Schwab up over 30% Leg it and plat just it's been on an absolute tear Next Tara has been one of the dogs down a little bit at 10% But the idea here that I own a ton of stock. I'm still up huge in the portfolio, right? So you can accept a few of these by nature of enjoying Diversification within the portfolio you can live with a few dogs in the portfolio for a while Next Tara is a good company. It'll come back over time. So we're totally fine But but in bridge is in the same slice and we're up over 10% So, you know on kind of a relative basis these two kind of provide a wash for each other And I think long-term they'll both be fine But you know Mastercard and financials just good stuff I scroll down here and you guys are the beneficiaries of seeing kind of how my mind works APD one of my favorite materials plays in this portfolio. Look at that almost up 20% Waste management up over 20% Philip 66 right a great energy play kind of an alt energy play That supplements my larger energy plays effects on Chevron and droil Dutch shell In the bigger portfolio in this portfolio. I've got exposure to Philip 66 Marathon petroleum I passed it. Yep. Here it is Marathon. I've got Valero in this portfolio. I've got Conoco Phillips Which was the original company that spun off Philip Phillips 66 about six or seven years ago And and so just a great way of doing it. Here's the lend I've got a big position and lend in the big portfolio. This is a beast here. I love this company It's my favorite in materials. You see Nike's down just a touch But look at Sherwin Williams almost on a whole share a Sherwin. What a fantastic company we bought this before it split and It's done quite well post-split up to shy of 15% AMD that's kind of a surprise that ran up really really heavy and it's just moderating here At its current stock price and Kimberly Clark. Here's another one Starbucks that I don't really want to own Total has gone through a transition here. It's actually Reform it matter I need to look into this as to what happened because the ticker symbol changed So I don't know if there was a conglomerate grouping there as it changed to TTT TTE instead of to T which was total energy Which is based out of France. I believe if my memory serves me correctly. It's an enormous company Global energy provider there in total. I think they're top five actually. They're enormous That's cool, too Look at UPS up over 20% You know, so, you know, I I'm not gonna guess I'm all right But you know by value investing and just picking those companies honey. Well, one of my faves BHP Billiton, all right, one of my favorites in the materials sector proctor down a touch in TJ Max I can live with that for sure Here's Altria group. We own both of the staples here in the smaller capacity. That's fine Look at Kraft Heinz running back up over 25% John Deere and it's just a lot of fun to go through this list here warm Walmart down a touch. No biggie FedEx 15% Northrop grama 25% 20% in general So like if you looked at this and you thought man, you know, the odds are kind of in my favor to value invest and just invest in everything the bottom-in tier with Dow and and DuPont Demours, you know That the odds are really on your side. And what what a cool way of of seeking out a ton of different stock here 71 different positions, you know, just a fantastic performance in the portfolio I cannot I cannot deny the performance in this and I think this would be attractive for a lot of investors out there That are looking to put a little bit of money to work in a lot of different stock guys So the pretty cool to be able to come in here and chronicle this portfolio for you I do this on occasion Because I think this strategy right here unlike a lot of strategies that are rolled out through social media Will Put your nose in the right direction. It'll give you it'll put you on the right path It's not going to make you rich overnight that this is investing Anything less than that than investing is not investing. It's speculating So you got to be very very careful on what game you want to play here Do you want to play the long game or do you want to play the short game on the independent investor channel? We will continue to beat the drum on those strategies that have historically worked and Do work in the stock market proven and validated on my very very frequent updates on my portfolio This proves nothing that this strategy works and it can work for you as well guys If you appreciate the comment content coming through to make sure and subscribe Do the independent investor channel share the message with anybody out there that you know can appreciate the message Thank you so much for tuning in to this portfolio review and good luck in your investment future