10 Years of Investing | My Exact Portfolio & How Much I've Made 📈

Now this is a story all about how,
Five bucks grew into six figures somehow

In this video, i’m breaking down the good, the bad, & the ugly of my 10-year investing journey. plus i'll show which accounts i use, the exact stocks/etfs/crypto i'm invested in, and how much i’ve made from dividends and market growth! thanks for watching, and happy investing!! 🤑💸💚a

❕❕❕MY ANNUALIZED RETURNS (IRR based on deposit dates)❕❕❕

📈 Acorns (opened Nov 2015): 11.01% annualized
📉 Public (opened Feb 2021): –4% annualized (lol)
📈 Roth IRA (opened Mar 2020): 13.67% annualized
📈 HSA (opened Jul 2023): 21.14% annualized
📈 SEP IRA (opened Aug 2023): 21.33% annualized
📈 Solo 401k (opened Jun 2024): 18.45% annualized
⚡ TOTAL STOCK PORTFOLIO: ~16.3% annualized (Weighted)

Crypto – first buy in 2018: 23.88% annualized

TIMESTAMPS
0:00 hi, intro :)
0:43 why i'm making this video
2:03 DISCLAIMER: THIS IS NOT FINANCIAL ADVICE!!!!
2:27 the start of my investing, or non-investing, journey
5:28 my investing awakening
7:19 my very first investment!
7:25 how much i made in my first year of investing
8:15 my first crypto purchase
9:30 how much i made after 5 years of investing
11:00 nothing to do with investing, just want you to see zeke being a freak
13:33 how much i invested in 2023
14:28 how much i invested in 2024
15:15 acorns brokerage & results
18:57 public brokerage & results
23:04 my investment strategy for my retirement accounts (boglehead method)
23:46 roth ira holdings & results
26:33 hsa holdings & results
27:57 sep ira holdings & results
28:57 solo 401k holdings & results
31:01 crypto holdings & results
32:31 the grand reveal: how much i've made after 10 years of investing (See full annualized return breakdown in description)

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#motivationvideo #investing #finance