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9 Most Popular Investment Portfolio Strategies

When it comes to investing portfolio strategies, there are countless options available. So which one is right for you? In this video, we'll take a look at nine of the most popular investment portfolio strategies and explore what each one entails. Which strategy will you choose?

Timecodes:

0:00 – Intro
1:55 – 1-Fund Strategy
3:16 – 2-Fund Strategy
4:16 – 3-Fund Strategy
5:34 – 3-Fund (+1) Strategy
7:02 – Dave Ramsey 4-Fund Strategy
8:31 – Bill Bernstein's No Brainer Portfolio
9:45 – Ivy League Endowment Strategy
10:59 – The Coffee House Portfolio
12:05 – The Ultimate Buy & Hold Portfolio

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

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94 COMMENTS

  1. My portfolio has good companies, however it has been stalling since last year. I have approximately $600k stagnant in my reserve that needs growth.

    • With the help of an investing advisor, I diversified my $400K portfolio across markets, and I was able to earn over $900k in net profit from high dividend yielding equities, ETFs, and bonds.

    • Please can you leave the info of your investment advisor here? I will need his/her management on my much larger portfolio

    • The coach I use is actually quite known, “Sharon Louise Count”. She has a wide presence on the web, so you can just search her

    • Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  2. Fantastic video Everybody wants to be financially independent and live a better life.With savvy investing, an inexpensive lifestyle, and diligent budgeting, this is not difficult to do. I’m glad I realized early on that achieving financial freedom requires hard work.

    • Investment is a fabulous way to save money for the future as well as a way to generate passive income. Those who make poor mistakes early in life regret them later in life. But, if done alone, investing may be challenging and risky.
      For this reason, I suggest consulting experts for advice (financial advisors).
      The difficulty lies in effectively employing it, not just watching videos and reading investing books.

    • Sincerely, I’m genuinely moved by what you said. I have a sizable amount of money that I am willing to invest if given the appropriate knowledge and I am highly interested in investing. My greatest concern is losing money on a bad investment. I’m open to hearing your advice on how to make sensible investments as a result.

    • Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her.Based on her résumé, Olivia Maria Lucas appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her

    • Olivia Maria Lucas really seem to know her stuff. I found her website, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her

  3. I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $750k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

    • As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.

    • Yes, I’ve been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it’s really easy to buy into trending stocks, but the task is determining when to sell or keep. That’s where my manager comes in, to help me with entry and exit points in the industries I’m engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

    • @@MarkFreeman-xi3rk How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don’t want to take any chances.

    • it’s best you do your due diligence, I have my portfolio overseen by ‘Margaret Johnson Arndt“ and her qualifications speak for itself. Most likely, the internet is where to find basic info, she has a noticeable page for consulting.

  4. Another great content. You and Gary Joe Wilde are highly recommendable investing pros every investor who wants to get rich investing must know or work with Unfortunately, don’t know why Gary deleted his video channels. He is very advanced and experienced in the field.

  5. At the very least, I now grasp the concept of leverage.
    Creating wealth and financial freedom isn’t as tough as many people believe. Building wealth and remaining financially stable indefinitely is a lot easier with the appropriate information. Participating in financial programs and products is the only true approach to make a high income and remain affluent indefinitely.

    • That is why I work with John Desmond Heppolette, who introduced me to a better Financial community, a verified agency where I learned how money works and how to create it, as well as free books, courses, and daily lectures. You also get to meet new people, which was the best decision I ever made.

    • Yeah, that guy is one asset manager that gives the breakdown of everything on how things are done, joining an effective financial community can be 100% beneficial when joined properly that’s all I can say out of experience

    • Thank you so much for the advice. Your coach was simple to discover online. I did my research on him before I scheduled our phone call. He appears knowledgeable based on his online resume.

    • I’ve been making more than six figures passively investing with John Desmond Heppolette, who showed me the right community to join and grow mv finances and I don’t have to do much work. It doesn’t matter if the market is crashing, I will always make returns.

    • Exactly why i enjoy market decisions being guided by a professional, seeing that their entire skillset is built around going long and short at the same time both employing risk management and market experience, been using the expertise and guidance of John Desmond Heppolette, for over 5years+ and I’ve netted over $3million in that time frame..

  6. I’ve been diligently working, saving, and investing toward financial independence and early retirement, but the economy since the pandemic has eaten up the majority of my $3 million portfolio. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

    • I stopped listening and taking financial advise from these YouTubers, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.

    • I’m a contractor, and my job doesn’t permit me the time to properly analyze my holdings/evaluate stocks myself, so I’ve had a fiduciary ” Lisa Angelique Abel” actively restructuring my portfolio for the past 7 years now to match the present market condition and that’s how I’ve been able to stay afloat, knowing when to buy and sell…maybe you should do the same.

    • If you were in a simple index fund like VOO and you had 2 mil in there with your other mil in bonds or CD’s you would have made around 300k in the past year. The economy is cruising, not sure how you lost so much.

  7. Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks’ been averaging 150K every 7week these past 4months according to Bloomberg.

    • The US-Stock Mrkt had been on it’s longest bull-run in history, so the mass hysteria and panic is relatable considering we’re not accustomed to such troubled mrkts, but there are avenues lurking around if you know where to look. My wife and I are retiring this year with over $7,000,000 in tax deferred investments. up until 3 years ago we were 100% in the S&P. During bear markets we had a perfect plan. We got an investment manager in our corner and didn’t look at our portfolio for nearly a year.

    • Same here, 75% of my portfolio is in the red and I really don’t know how long I can stomach the losses. I’m beginning to reach a breaking point.

    • Hello, I am new when it comes to investing and i would really appreciate if I could get some tips about where it is worth to invest in (ETFs, Stocks, Growth stocks, Dividend stock etc.)

  8. I want to diversify my portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions, how do I achieve this?

  9. The 3.6% dividend yield is pretty impressive. I’ve followed a similar approach (investing in dividend stocks over decades) but currently have a yield of about 2.7%, so my monthly income (on a similar sized portfolio) is quite a bit less, but still pretty good nonetheless. I can totally relate to your approach, and it’s nice to see someone able to generate such returns just on dividends. I’ll continue to refine my holdings, but I’m not in a bad place either.

    • As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.

    • Yes, I’ve been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it’s really easy to buy into trending stocks, but the task is determining when to sell or keep. That’s where my manager comes in, to help me with entry and exit points in the industries I’m engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

    • How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don’t want to take any chances.

    • it’s best you do your due diligence, I have my portfolio overseen by ‘Lisa Angelique Abel“ and her qualifications speak for itself. Most likely, the internet is where to find basic info, she has a noticeable page for consulting.

    • I just googled her name and I’m really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.

  10. I started watching your almost all your videos for 3 reasons: Your videos it’s very professional and clear about every aspect you try to deliver, second : You have experience with debt! Third : you from OC just like me 🙏

  11. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Paula David focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch.

  12. Almost everyone, including the media, is anticipating a market catastrophe, and as a result, many are turning a blind eye to the opportunities in the market. I began investing in stocks and Def earlier this year and it is the best choice I’ve ever made. My portfolio is rounding up to almost a million and I have realized that when a stock makes it to the news, chances are you’re quite late to the party, the idea is to get in early on blue chips before it becomes public.There are lots of life changing opportunities in the market, maximize it

  13. Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I’m still at a crossroads deciding if to liquidate my $117k stocck portfolio, what’s the best way to take advantage of this bear market?

    • The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

    • I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it’s near impossible to not outperform, been using a portfolio-coach for over 2years+ and I’ve netted over $300k .

    • Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.

  14. I was waiting for you to backtest all of these portfolios over the last 20-30 years and give us the results!!!

  15. I’ve been making decent returns over the past few years with this combination:

    1. SPYG (S&P growth fund with 0.04% expense ratio)

    2. VOO (Vanguard S&P 500 fund)

    3. VIG (Vanguard dividend fund)

    There is some overlap between the holdings and heavy tech sector allocations (particularly FAANG) but the diversification is still spread out reasonably enough for my purposes. Then also instead of buying a bond fund… consider buying treasury bonds and bills directly especially in this environment of current high interest rates.

    Love the channel overall. Happy investing everyone!

  16. Roughly £120k in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.

    • Focus on two main objectives. Protect yourself by first understanding when to sell stocks in order to minimize losses and maximize rewards. Second, get ready to capitalize on market changes. I advise consulting a financial advisor or other expert for advice.

    • The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, I believe that is the most effective way to enter the business at the moment.

    • Please who is the consultant that assist you with your investment and if you don’t mind, how do I get in touch with them?

    • Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

  17. Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, raises concern for my $600K portfolio given the index’s increased tech concentration. What stocks, in terms of growth over the next ten years, could be the next APPL is my query.

    • Considering diversification is excellent, but I sense some uncertainty. Now might be a good time to consult a financial advisor for expert advice and seize opportunities in this volatile market.

    • i agree, that’s the more reason I prefer my day to day invesmentt decisions being guided by a financial advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it’s near impossible to not out-perform, been using a fin-advisor for over 2years+ and I’ve netted over $1.8million.

    • I actually subscribed for a few trading courses but it didn’t help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • Impressive, i’ll most definitely check her out. I buy the idea of employing the services of a Financial Advisor because finding that balance between saving and living requires counsel

  18. I think investors should always put their cash to work, especially In 2024, we’ll start to see more market diversification. I’m hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

    • Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

    • Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

    • I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

    • Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.

    • I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

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