Revealing My Multiple Six Figures Investment Portfolio At Age 27

About this video

Sean gives a portfolio update, stressing it is not financial advice and framing it as transparency. He claims a total portfolio of $703,062.14 at filming, up from $361,000 three months earlier, after investing heavily from the sale of his business. He lists small accounts first: about $1,429 in Robinhood in cruise lines bought during COVID as a gamble, and $7,587 in Acorns, which he does not recommend because of its subscription fee. He reports $62,000 in a Roth individual 401(k) - available, he says, through an S Corp - holding Vanguard index funds including VTI, VOO and VXUS plus some individual stocks, and a separate Roth account invested in VTI. His largest stock account is M1 Finance at a claimed $310,000, built around a three-fund (now four-fund) index portfolio concentrated in VTI, plus individual stocks he advises against for most people. He reports $40,700 in crypto in BlockFi, mainly Bitcoin and Ethereum, and real estate comprising a $200,000 rental property he says pays about $1,600 a month plus about $50,000 still owed on installment sales from Hawaii land and tiny-house flips. His goal is $1 million invested, reached by dollar-cost averaging, and he explains the 4% rule for living off investments.

Key takeaways

• He claims a $703,062.14 portfolio, attributing the rapid growth from $361,000 to investing proceeds from selling his publishing business
• Core stock strategy is buy-and-hold index funds, mainly VTI in a three-fund style portfolio on M1 Finance, not individual stock picking
• He explains choosing a Roth individual 401(k) to pay tax on contributions now rather than on larger future growth at withdrawal
• Real estate combines Hawaii land/tiny-house installment flips with a first $200,000 rental he says pays about $1,600 a month
• He plans to reach $1 million by dollar-cost averaging rather than investing all cash at once, and caps crypto at no more than 10% of his portfolio

Episode details: published May 2, 2022 · 18:45 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Sean Dollwet’s own claims, shared for education — they are not typical or guaranteed.

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