I'm really excited to launch this $100,000 portfolio. If I pick my stocks
and prices just right, this portfolio could one day be worth $90,000. Then we can take
that $80,000 and reinvest it in crypto coins with doggies on them and make aggressive bets
against Tesla stock. Look. Investing doesn't have to be complex or scary.
There are no tricks or secret strategies to get rich quick. In fact, in his 2021 Letter
to Shareholders, Warren Buffett said: "a patient and level-headed monkey who constructs a portfolio
by throwing 50 darts at a board filled with stocks from the S&P500 will, over time, enjoy
dividends and capital gains as long as it NEVER gets temped to make changes in its original
selections". Well, I'm that level-headed monkey and I've got nothing but time. Hey, wait!
Speaking of time, your time is valuable, so if you're just here to see what's in the portfolio
so far, I'll show you that first. Then, I'll dive into a couple of the stock picks and
wrap up with an exercise that I think will instantly make you a better investor and costs
you absolutely no money. After all, this is the channel that invests in you. Let's get
right into it, starting with what's in the portfolio. I'm showing you a Google Spreadsheet
first because, as you'll see, 92% of my portfolio is still in cash, so all the weights and percentages
on my Public dot com account are going to reflect that. Investing it all in one go would
defeat the point, so what you're seeing here are the weights of my holdings out of the
$7800 I have invested and I plan on dollar-cost averaging the rest over time. Like I said
in my most recent episode, dollar cost averaging is the best way to avoid buying at the top.
One question I get pretty often is, if I had a small sum of money to invest, how would
I do it? That's one thing I wanted to answer in the first episode of this portfolio series.
These 14 stocks are my answer. I could see my total number of stocks going as high as
maybe 20 or 25 when I've spent all $100,000 dollars.
The top stock in the portfolio right now is Facebook, ticker symbol F B. Facebook changed
its name to Meta Platforms, and its ticker symbol is changing to M V R S, for the Metaverse,
so next month when you see that, just realize that's not a different company. I'm not a
financial advisor and this is not financial advice, but I think Facebook is an insanely
undervalued company. It trades at a price-to-earnings ratio of just 23, which is just nuts for a
software company that runs 4 out of the 6 most downloaded apps in the world. Another
thing I really love about Facebook, or Meta, is it has its hands in a lot of other technologies
that put it in a wide variety of themes: media and entertainment, virtual and augmented reality,
artificial intelligence, blockchain technology. It turns out, a LOT of people are talking
about this pivot to the metaverse, which is an indicator I care about. Remember, sentiment
doesn't move the market. Change in sentiment does and this change in Facebook's popularity
tells me that a lot of new information has yet to be priced into the stock. The news
on this company is all over the place right now, and rightfully so. Will the metaverse
ever come to be? Is Facebook bad for society or not? Is Mark Zuckerberg secretly a lizard?
I won't lie... that sounds like something a lizard would say. Jokes aside,
this is the part about investing that is actually exciting to me. Mark Zuckerberg and Meta are
trying to change the world and every investor needs to answer a brand new question. Will
they or will it be someone else? Analysts seem to think Facebook is currently under-valued,
with a strong buy rating and a pretty solid price target for the stock.
Snapchat is on here for the same reasons after its stock price collapsed by over 30% about
2 weeks ago. Metaverse, media and entertainment, a tech giant that makes wearables; that's
what's got people talking about Snapchat right now, which is why the trend is up. I think
that's why ARK Invest has been loading up on both Facebook and Snapchat over the last
2 weeks as I showed in my most recent episode. I bought Snapchat for $58 bucks a share and
it's down another 10% from there. Imagine how disappointed I would be if I spent all
the money I planned to on Snapchat in one go. By the way, the interface you're seeing
here is a big part of why I chose to go with Public dot com for this portfolio and asked
them to be a sponsor for this channel. These curated thematic groupings are another. In
case you didn't know, ARK Invest are thematic investors and this channel is all about investing
in advanced technologies themed around different disruptive innovations. So, if I click Virtual
and Augmented reality, I'll get taken to a curated list of stocks that fit that theme,
many of which were featured in my recent episode on the Metaverse: Snapchat, Facebook, Google,
AMD, NVidia, as well as a few more I can now go and learn about. Virtual reality is the
use of technology to create immersive 3D experiences. Its sister innovation, augmented reality,
is when technology layers a virtual experience onto the world we see. Most of the largest
tech companies have VR projects well underway, including Facebook's Oculus. and Snap's Spectacles.
Boom. That's one reason that both of those stocks are in my portfolio and their innovations
outside of computer vision are something I'll get into in future deep dives, for sure.
Speaking of which, if we take a look at my portfolio right now, the thing these stocks
all have in common is a recent drop in share price without any serious changes to my long-term
investment thesis on them. UiPath, Palantir, Teladoc, Sea Limited, Stone, Mercado Libre,
Pinterest, and Roku are all companies I've done full-length deep-dive videos on, so I
won't re-hash my stance on them here. If you're interested in learning more about them, I've
put all those deep dives together in one convenient playlist for you. I'll leave that in the top
right-hand corner of your screen right now and in the description below as well. In each
one of these portfolio videos, I'd like to share one investing habit that I feel makes
me a good long-term investor and that you can start doing today, and you can let me
know what you think in the comments. Here's the first one. Manage your watch list as if
it were your portfolio. What I mean is, pick around 30 positions total that you're interested
in. Stocks, ETFs, cryptocurrencies, whatever you find yourself drawn to, and create a watch
list. For now, that's your investing universe and you should try and tune out everything
else for a while. If you don't know where to begin, my list is a good place to start.
My list as a few ETFs like ARKK, ARK Invest's Innovation ETF, and the S&P500, since those
are the 2 funds I'll be comparing my portfolio against over time. It also has ARKG, ARK Invest's
genomics fund, since I don't know much about genomics but would trust Cathie Wood and her
team to pick those stocks. My list has Bitcoin and Ethereum, which will probably make it
into the portfolio sooner than later. I knew I wanted exposure to crypto going in, so Public
dot com rolling out support for crypto is important to me as an investor.
Then, there are a few more stocks I've covered on the channel like Coinbase, Draftkings,
Ginkgo Bioworks, Peak Fintech Group, and of course Tesla. This list is a buffet, so take
what you want and leave the rest. Comment below or tweet me at Ticker Symbol YOU: do
any of the stocks in my portfolio or watch list so far surprise you? Did I leave any
off that you thought would be there? What would you add? I'm excited to hear your thoughts.
Here's the part where we need to have a spreadsheet, or a notebook, or an app you would use to
make lists. If you don't take notes on your investments, I'd encourage you to start. If
you've been investing for a while, you're probably using a separate stock screener or
alert system. We'll get there later in the series. Whether you're new or more experienced,
the exercise is the same. You're going to rank your watch list, where rank 1 is your
highest conviction stock and rank 30 is the lowest one that still makes the list. I'm
showing you my list in alphabetical order because this is an exercise you should do
for yourself. Think about your investments a year from now. Two years from now. Five
years from now. What kinds of companies would you be able to hold through BAD market downturns?
Is a company like Tesla at the top of your list? Or is it a company like Google or something
else entirely? Are you sure your bottom choice should be on this list at all? You might find
that you need to do this a few times as you add, drop, and reorder names on your list.
This is actually a process that never ends, but what you'll find is that the top half
of your list shapes up pretty quickly while the bottom half is pretty hard to rank. That's
perfect because the top 10 stocks will become your portfolio, while the bottom 20 or so
are your watch list.
As you learn more about the assets on our watch list, they should either start floating
to the top or fall off. If you want to add something to your watch list, something must
be taken off because your limit is 30 things. If you want to add something to your portfolio,
it should already be near the top of your watch list. You should ask yourself what actually
changed that makes you want to buy this stock now. Be specific. Is it an earnings report?
A breaking news item? Maybe a friend influenced your decision or an incredibly handsome ginger
YouTuber. It's the hair, isn't it? If you're satisfied with your answer, you should start
by buying just a little so that the stock moves from the top of your watch list to the
bottom of your portfolio. That's how the watch list and the portfolio work together; the
watch list protects your portfolio from bad monkey moves. In my opinion, the best finance
platforms in the world are the ones that take the watchlist seriously and the best investors
in the world have a system for adding, watching, and removing stocks from this list, not just
their portfolio. But since those investors don't make YouTube videos, you're stuck with
me. This portfolio is a long-term project and this is my system for being a patient
and level-headed monkey.
Comment below and let me know your thoughts on this portfolio project. What do you want
me to focus on next month? What could I have done better this month? Do you want me to
keep talking about my investing habits? Should I just do a broad portfolio update or focus
on big news items that lead to specific trades? I'm excited to hear your thoughts. If you're
interested in following along with this portfolio project as I make trades in real-time instead
of as I make videos on it once a month, consider supporting the channel as an Insider-tier
Patron on Patreon or channel member right here on YouTube. Then you'll get my trade
notifications after every batch, as well as access to a special channel in my 4000 member
discord community focused exclusively on researching and investing in disruptive innovation. The
discord community itself is completely free and I'll leave a link to join it in the description
below. And if you like how Public dot com organizes their information on stocks, themes,
and lists, or you just want to support the channel as an investor, you can go to public
dot com slash ticker symbol you and you'll receive a free slice of stock worth up to
$70 when you fund your account. Public dot com is free to use with no account minimum
to get started, doesn't charge fees for standard trades, and allows you to buy slices of stocks
for as little as one dollar. I'll leave a link to that exclusive offer for you in the
description below as well. Thanks for watching and until next time, this is Ticker Symbol
You. My name is Alex, reminding you that the best investment you can make... is in you.