The Best & Worst Investments of my $33,000 Portfolio

Delight in as I do a portfolio evaluation and expose my best and worst stocks and etfs with my $33,000 .

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Outro Music: Not Too Cray – Huma-Huma

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The Best & of my $33,000 Portfolio

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About the Author: Richard Money

35 Comments

    1. I own 25 shares of JEPI. All I can say is that it’s been pretty good to me in the time I’ve owned it. Carries risk like any other equity fund, so expect it.

  1. Nick you’re younger than I am, but I couldn’t help by shake my head at Ark when it was sky high. Tesla carried it, so buy Tesla if you like it. You are absolutely right to prefer BST for the DV imo. Hey, just so you know, you got this old guy into some JEPI, and DIVO. keep up the great work!

  2. My biggest winner is ABBV â–˛82.24% all time. I bought into it when it was at a low price My biggest loser is 3M â–Ľ17.68% all time.I bought it when it was high and even though I bought some during the dip earlier this year, my cost average is still high. Hoping it will recover.

  3. As of right now my biggest winner is USOI. I only have like 5% of my portfolio invested into USOI but it’s managed to both appreciate and pay solid dividends in the market downturn. My biggest loser is now WCLD which used to be my biggest winner lol

  4. I just don’t like the whole speculative growth approach of ARK, I got my Growth / Tech ETF’s such as IWY / SCHG / XLK / IYW.

  5. “Crypto”? You mean bitcoin, stable coin, staking, etc? Does anyone really play bitcoin any more, when you can generate 50% plus income with other plays. Studying but no money yet in these!

  6. My biggest winners still holding, USAC, Knop, KO. Keeps lots of cash to dollar cost avg. Port down this year .89%, not counting 7% div yield. Dumped NUSI, ARKK, Feburary and redeployed.

  7. Crypto currency and NFTs will outsmart the banking system in the nearest future serving as a global fiat. $28,000 just in two weeks Mrs Christine Norine Martin so amazing

    1. You don’t need to be surprised because I’m also a huge beneficiary of expert Christine Norine Martin service

    2. Though I started with as low as $5,000 actually because it was my first time and it was successful

  8. My worst was NUSI. My best is JEPI, but honorable mention goes to DIVO. JEPI has appreciated the most, and is actually killing on its dividend. DIVO is doing what its supposed to do value and div-wise. Is there something else I should be hoping for?…especially in this market. QYLD has been a bit dodgy value wise, but then that was expected out of the gate (although not this soon) however I’m calling it a winner because its actually improving its dividend so far. Contrast that with NUSI which can neither hold value nor deliver the expected dividend, so I had to ask myself; what am I expecting this ETF to do going forward when it can’t behave like other covered call ETFs?

  9. Let me say something about crypto currency. I don’t invest in it for 3 good reasons: I don’t understand it, it seems speculative, and I’m too old to be, “rolling them bones” with my retirement money.

  10. Great video, always an interesting watch to understand what is under the hood of someone else’s investment portfolio as well as what went wrong and their top performers.. To reduce my “worst” investments, I am trimming away and only focusing now on about 10 – 12 high quality investments from Apple to JNJ and safest bets like VTI!

  11. Mr Brian Nelson is the best, recommending him to all beginners who wants to recover losses like I did

    1. @Myrtle E. Burris I trade with him, The profit are secured and over a 100% return on investment directly sent to your wallet.

    2. Wow!!! I thought I was the only beneficiary of Mr Nelson trading services. His technique and strategies are the best.

  12. One thing about JEPI and DIVO is that they both seem to have a value proposition as well as strong dividends…which is exactly how Nick has described them, but it seems odd to me that JEPI seems to appreciate at the same rate as DIVO but with a stronger dividend. Of course, the window on this observation is really much too short, but that’s what I’m seeing right now.

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