Revealing My $95K Stock Portfolio
ฝัง
- เผยแพร่เมื่อ 20 ก.ย. 2024
- In this video, I’ll be showing revealing my $95K stock portfolio, and discussing what’s my new investing philosophy. Enjoy!
INVESTING
► Interactive Brokers kvli.link/ibkr
► Webull (free stock) kvli.link/webull
► moomoo Futu SG (free stock) kvli.link/moomoo
► Tiger Brokers (free stock) kvli.link/tiger
► uSMART (free stock) kvli.link/usmart
► POEMS Cash Plus kvli.link/poems
► Saxo kvli.link/saxo
► moomoo US (free stocks) kvli.link/moom...
► Syfe kvli.link/syfe
► Seeking Alpha (offer price) kvli.link/seek...
ROBOADVISORS
► Endowus (free $20) kvli.link/endowus
► Syfe kvli.link/syfe
► MoneyOwl (free $20) kvli.link/mone...
► StashAway (50% off fees) kvli.link/stas...
► AutoWealth (free $20) CODE "Tan Kel Vin" kvli.link/auto...
CRYPTO
► Gemini (free $10) kvli.link/gemini
► KuCoin kvli.link/kucoin
► Crypto.com app (free $25) CODE "kelvinlearnsinvest" kvli.link/cryp...
► Crypto.com exchange CODE "kelvinlearnsinvest" kvli.link/cryp...
► Coinhako (20% discount) kvli.link/coin...
► Luno (free $5) kvli.link/luno
► Coinbase (free $10) kvli.link/coin...
► Independent Reserve kvli.link/inde...
► Tokenize Xchange kvli.link/toke...
► Ledger kvli.link/ledger
PAYMENT
► Trust Bank (free $10) CODE "R2MQBA4S" kvli.link/trust
► Instarem Amaze CODE "plTefu" kvli.link/amaze
► CardUp ($30 off) CODE "KELINVEST" kvli.link/cardup
► ipaymy kvli.link/ipaymy
► GooglePay (free $3) CODE "eo13e2v" kvli.link/goog...
► Revolut kvli.link/revolut
► YouTrip (free $5) kvli.link/youtrip
► BigPay (free $5) CODE "QBHVUHL7HU" kvli.link/bigpay
► Wise (free transfer) kvli.link/wise
► SIA Kris+ (free $5) CODE "T425139" kvli.link/kris...
► DBS Paylah (free $5) CODE "AHVULE614"
► FavePay (free $1) CODE "FAVETANKEL" kvli.link/fave
LIFESTYLE
► EverDesk Table (up to $145 off) CODE "22+KLI" kvli.link/ever...
► ErgoTune Chairs (up to $30 off) CODE "22+KLI" kvli.link/ergo...
► Bokksu ($15 off) CODE "KELVINLEARNSINVESTING" kvli.link/bokksu
► Qoo10 kvli.link/qoo10
► Shopback (free $5) kvli.link/shop...
► Klook (free $5) kvli.link/klook
► Planner Bee kvli.link/plan...
► Envato kvli.link/envato
► ExpressVPN kvli.link/expr...
SOCIALS
► Instagram kvli.link/inst...
► Telegram kvli.link/tele...
► Twitter kvli.link/twitter
I like how he throw in those jokes with a straight face
Hahaha
Exactly, makes it extra funny hahah keep it up kelvin
Great work Kelvin. Investing aggressively in dividend stocks a newbie made my first million & Dodai Neil is an excellent financial manager who handles my portfolio. Due to the heavy crisis currently in the stock market , I advise you work with an expert. Check his name on net if interested.
Back here in Jan 2021.
This guy bought 121 shares of Tesla at $261... Price of TSLA currently $705. Dayum.
What platform to invest in index fund
However, conventional wisdom tells us to diversify across many different stocks, so that just in case a stock fails, your portfolio won’t KO. However, Warren Buffett has once said this “Wide diversification is only required when investors do not understand what they are doing”. If you are confident in a stock, I feel that it is alright to concentrate most of your wealth in a stock.
I learnt this recently too! Thanks for sharing Kelvin.
joseph schooling and joseph who is still schooling .. seriously man , simple and good ones ! keep it up and keep going , all learning from you as you learn as well, just promise to update us as soon as you make a change ! :)
Haha, sure!!
Yo this guy is funny as hell. He's my new financial planner.
Hi Kelvin. Just discovered your channel! I am new to Singapore and kudos to you I am learning investing and Singlish 😀 I want to invest in ETFs specialising in US stocks. I know you mentioned VUSA. Is there a broking platform you can suggest I use? I downloaded Syfe but can’t find S&P 500 in that.
Just want to say that I'm very thankful for the videos that you've been producing. Other than your likeable character, your information is really easy to digest for newbies like me who've gotten interested in personal finance. I've learnt so much from you. Will definitely stick around :)
Thanks!
Just came across this video today and if your porfolio is still the same you will be doing really well now. all the best on your FF Journey!
Your reasoning is clear and straightforward to follow. Keep it up
Good job kelvin... really im learning from u too....
Thanks for having the summary in the info box! I really appreciate it
Hi Kelvin,
Thank you for sharing your investing philosophies and portfolios with us. I just started in my investment journey, and have been looking through your videos recently (especially the portfolio reveals). I realized each portfolio video shows different approaches and philosophies to investing (which imo is really awesome). Thank you for the knowledge.
Your Tesla shares must be booming right now!! Keep going, and thank you for the insightful sharing 🔥
How can u not love this guy meh? Auto subscribe, keep posting vids kelv
Hahaha the DOLBY sound effects shocked me for awhile :) Btw Great sharing Kelvin!
XD
thank God i invested early enough , I now enjoy my dividends while I still learn more about stocks
How do you go about it, do you invest your self or you got some one who does it for you?
@@kelvinpete7504 ok seen impressive
Your strategy is both good and crazy.
If you invest averagely you'll get average results.
Someone once asked a famous investor what the average investor can do to get better returns.
They said "Don't be average"
I wanted to ask SPDR is a index fund or a ETF? If I wanted to get s&p500 index fund which should I go? Does tiger or IB offer? I’m beginner to investment
Hey Kelvin, this is a bold move. Best of luck in tesla.
Yea, its a risky move for sure. A saving grace is my cost basis is low enough for me to run if Tesla really crash and burn
@@KelvinLearnsInvesting you have reap the rewards already ! great job!
Thanks Kelvin for your good and valuable sharing. You are awesome and I hope to learn more from your channel.Cheers!
Hi Kelvin, after watched your option trading guide, I am very inspired and ready to place option order. considering now US inflation keep increasing, i think is good to look at consumer staple and health care stocks to avoid inflation, hope to see your video to analyse which are good stocks for option trading. 😊
Good analysis. Thanks a lot for sharing your views and thoughts.
Thank you so much! Very helpful!
Awesome video Kelvin.
People say TSLA is overvalued because they cannot differentiate PE from forward PE ratios.
Sounds right haha
Pretty good investment philosophy. Seriously for people from 20s-40s, getting into innovative growth stock is best way to grow wealth. Even there is risk you can shrug it off easily as long you are frugal. I plan to diversify only after my 50s lol . 80% of my portfolio are just growth companies, Tesla, Square and Ifast. I don't see innovative companies that are rapidly growing market shares as risk, those who aren't innovative are the ones that are risky.
Totally agreed! Innovation is the way to go
love memes!!
thank you, you are so easy to listen to.
Hi Kelvin, thanks for the video. Could you share on how to accumulate on the existing portfolio that we have? Like when to DCA etc?
Thanks!
I mainly just buy when i have the cash, like when salary comes in. Then i choose to either split or focus on 1 stock for that month. For example, if tesla went down 5%-10%, i might choose to go more heavy into it.
Im new and learning alot from you, although wish I could have more in depth help on how to actually start!
Keep it going Kelvin...your sense of humour Rocks!
This video is very informative! Thank you!
Thanks for sharing Kelvin! I wholly agree with you that TSLA will pave the way for the future and can understand why you are so bullish on it. Great on you! New subscriber here
Thanks for subscribing!!
Great Video Sir! I did learnt so much from you! Currently a NSF with a portfolio of 2 US stocks and 1 SG stock and all are in the reds :(
The Joseph Schooling part sent me 🤣🤣🤣
I have a couple china stocks doing great but my best stock so far is CleanSpark CLSK penny stock now @$40 a share said to go as high as $500 a share in the future they have no competition around them This company will Explode further Very soon!
I just can't buy share that is lower than 1000 shares once I decided to get involved with it. Really cant have that kind of concept. Maybe it is a waste of time for me to make a small gain. DBS is now above $30 wow! If bought at 200, also make myself not happy. Loose a bit better than gain little and be unhappy
Hi Kelvin! Thanks for the video! I want to invest in the S&P500 etf (SPDR) and other US index funds, but I am not sure if I should buy them on DBS Vickers or another broker? Any recommendations?
If you are from singapore, its better to invest in ireland domiciled version of S&P500, that way u save 15% tax on dividends. So instead of getting S27, it's better to get VUSA. Check this out:
blog.seedly.sg/how-to-invest-in-ireland-domiciled-sp500-etfs/
Those ireland domiciled etfs are listed on london stock exchange. DBS is too expensive. Tiger Brokers, TD Ameritrade don't have LSE. Instead use either saxo or interactive brokers for that. Check this video out to decide which u should use: th-cam.com/video/Z_eLeKD4TS4/w-d-xo.html
You really got me at the joseph is still schooling.. u power
Haha, glad you liked it
Hi Kelvin! Which platform do you use for your purchase and holding of dividend stocks like DBS? Thanks so much for your videos! They are really good content :)
This is real helpful! Subscribed :D
Love this video, please do this type of video every few months. Honestly, didnt expect you to sell the Diversified ETFs tho. holding such a huge percentage in Tesla is extremely risky and scary sia (concentration risk)
Haha, I know its risky, yet at the same time, i feel confident that Tesla will do well. Let's see in 5 years time if my portfolio is already dead or still alive :X
I don't think investing in all 3 local banks is called diversification........
Great video Kevin !
I followed the market and see very strong companies' stocks underperform extremely. As long as they pay good dividends one just has to hold them as long as possible.
Keep the videos coming! I wonder what’s your thoughts on Singtel as a dividend stock?
I don't like it because their dividend don't really increase. I'll see if the digital bank thing will improve their performance or not
The all around you portion had me laughing.
Thanks Kelvin really love your videos!
That one got me!
But do you think changing your mind or strategy cane also be the market driving you. Like buying into the things that are up and expected to go up. Buying high selling low?
haha bro i only sub your channel yesterday, today i am the first to view your new video. nice one, i enjoy the way you talk. very singaporean la!!! but i guess you are PR, so must be another nationality.
Thanks for subscribing haha. You are right, I'm from Malaysia... lar.
How to convert bitcoin to fiat currency or transfer to bank account or cash ?
Please advise .
Thanks.
Fantastic video Kelvin, I'm a huge fan of dividend investing.
I agree too, I love it
@@b.vasquezrio6206 Thank you
👍👍
@Kelvin Learns Investing : Which brokers have you used to SG and US Stocks/ETF respectively?Do you think DBS Vickers is still good for SG and Other market? IS Custodian brokers really risky? Also, if we plan to buy ETFs which broker will you recommend?
Yes like to hear your thoughts too, Kelvin! Learning a lot from you. Hit the like and subscribe button!!!!
I can only blame myself for watching this video 10 months later. 😒 What do u suggest for a newbie like me whom wants to invest? Your advice would be very much appreciated 👍🏻😊
Hi Kevin, I have been watching your videos and really gained good knowledge. I would like to ask a few questions. I now have Saxo, IB and DBS Vickers account. For DBS Vickers, it comes with CDP account where the other 2 are custodian accounts. 1) is there any way to send stocks from custodian to CDP account? 2) What' s the best way to keep your stocks? Custodian or CDP? (If I buy stocks with DBS Vickers, the commission fees are much higher than Saxo and IB.) 3) Is there any fees for maintaining the stocks in all 3 of them? If so, how much does it cost?
Thanks in advance.!
1. Yea, you can google for that info. But i think its much cheaper to sell then buy back at the new brokers (do check to make sure)
2. Custodian
3. Saxo 0.12% pa, ibkr $10 if total below $100k, dbs $2 per stock per month
@@KelvinLearnsInvesting Thanks a lot Kevin, keep spreading knowledge :D
thx Kelvin always a pleasure listening to you - may I ask which platform are you using for your trades ?
I'm using interactive brokers for oversea stocks, standard chartered for local stocks
I like your friendly nerd personality...keep it up
Your sq stocks have significantly boomed, ur a genius
Not really haha, everyone is a genius in the bull market
Thank you Kevin for your great videos.
If I may ask, what are your input on US Reits?
It seems some of their dividends are in 10% ranges.
Looking forward to hear from you.
Much thanks.
Hi, I'm unsure about which US reits are good. The main reason i haven't gotten US dividend stocks is because there's a 30% withholding tax on dividends.
Also, I'd be careful about any reits that can offer anything above 6% right now. If a reit can offer such high yields & it's a good reit, people would be buying it, causing stock price to increase, causing dividend yield to decrease. So, any reits above 6% is likely a dividend trap, because people are avoiding it in my opinion.
@@KelvinLearnsInvesting Thank you for sharing your insightful inputs.
30% is pretty high! :)
YAY thanks kelvin for spoiling us kaypoh viewers!!!
Hahaha, i js hope it's useful to you guys
😂🤣😂
Really can’t wait to see how is it like after 10years.
I read about Warren Buffet view regarding diversification and I agreed to it too. But I will also do some diversification.
Hi Kelv thanks so much for sharing. Learnt a lot from your videos.
Wanna seek yr opinion on Tesla. Its stock surged from USD109 to USD420 in a short period of 8 months. Do u think it a loss opportunity or it is still worth investing now despite being so expensive.
Thanks
Tesla is a stock where u must see super far, like 5 to 10 years. So the question should be, "do i think Tesla price will be higher than $420 in 10 years time?"
Do check out chicken genius, he gives weekly updates on tesla and tells u what he thinks about the stock: th-cam.com/channels/0OnreqP55xLpA6W5nzxb5Q.html
Hey Kevin given the recent bear market would be nice to see you review your current portfolio and your investment strategy given your recent pivots
Gimme a while, i'm collecting some data and will come out with a new video once it's ready, possibly in April
Hi Kelvin, will you be making a new stock portfolio soon?
very good video, i can't get bored 👍
Tks for the the interesting presentation. May I know where can i get the info on the stock dividend yield compared with industry average?
I really like that explaination
Hi Kelvin. Your video is made easily digest and understand. I just wondering, what is the platform you use for buying equities and ETFs?
Thanks! I use interactive broker
Hi Kelvin, great video! A couple of questions, why buy and hold Tesla? How do you profit from holding? And by using interactive brokers, is there still a 30% withholding tax for this stock?
The 30% withholding tax is on US dividends. So it doesn't apply to capital gains. By holding stocks, i profit from the price gains
@@KelvinLearnsInvesting Thanks for clearing that up, is the profit only realized when you cash out by selling?
@@LalaLala-qi2yg Yup :)
Thanks for sharing! Good video!
Thanks for watching!
Hi Kelvin, thanks for the informative videos always. Can u share if u using SRS account also to invest in shares? If not how are u utilizing your SRS account?
Thanks :) I have a srs account but i haven't used it yet. Reason is because, i can only use it to invest in SG stocks or mutual funds, both of which i am not investing in right now.
Hello sir, is capital gains ( short & long term ) be taxed in Malaysia? Or its capital free?
great content once again kelvin!
Thanks!!
@@KelvinLearnsInvesting btw what do you think about investing in AT&T?(7% dividend )
Wow, I'm super unfamiliar with AT&T. But this is my impression. It has a moat and business is very similar to Singtel. That means, it will face competition, hence slow to none growth in the future. But i suspect the business will still be around for a very long time. As a dividend stock, it is stable enough that it won't die, but can't expect fantastic returns from it either.
@@KelvinLearnsInvesting interesting perspective! thanks
Hi Kelvin, i just started on this investment journey. how should i know when is the right time to buy? for example Tesla. is it ok to buy now ? or shall i wait?
If u like the stock, can just buy anytime. Just use dollar cost average
Hey Kelvin! just curious, where are you currently holding all your stocks/ETFs? Do you buy them with different brokers or do you always use the same broker? If it's the later? Which one? Thanks! Keep up the awesome work!
Hey for local stocks I'm using standard chartered. For oversea stocks im using interactive brokers. I'm thinking of moving my local stocks to interactive brokers in the future :)
@@KelvinLearnsInvesting Nice! Thanks Kelvin! Very cool videos! You could consider start a Patreon page! Im sure there are a lot of people who would support you channel like me :)
@@KelvinLearnsInvesting Also, just out of curiosity, why did you choose to use Interactive brokers and not say... Thinkorswim by TD Ameritrade since they are both American based companies?
Interactive brokers has access to london stock exchange while td ameritrade doesnt have. I needed to buy ireland domiciled etfs like sxlk
@@KelvinLearnsInvesting i see! Very cool! You Go Kelvin 🎯
Great Video very Informative👍✨
Hi Kelvin. I hope u r still holding your 121 Tesla shares .. They are worth more than usd$100k now!
I am team hold :D
@@KelvinLearnsInvesting Team hold? You buy shares with a group of people?
Nah, i mean, i am still holding
Yeah, I had to subscribe - I couldn't resist any longer 😅
Haha, don't resist
super quality content!!!
Thanks!
Wow so much TSLA that's a bold move. Hope it works out for you! Thanks for sharing!
Haha. Actually if someone wanna owns tesla but lower risk, can just get the ARK ETFs
what would you suggest for a beginner. where do I start if I want to learn how to trade? any suggestion?
Hi Kelvin, how long do you plan to hold tesla stocks for? or in general when is the right time to sell or "harvest" the earnings?
How till fundamentals change or i need the money
Hi Kelvin, can you share which brokerage you use to buy stocks in Singapore and US? Thanks
For oversea stocks im using interactive broker. For local stocks im using standard chartered, but i intend to move to interactive brokers too
@@KelvinLearnsInvesting Thanks for the info Kelvin! Btw just curious, do you use your cpf funds in the SA for investment as well?
No i didnt use, the interest from cpf was good enough for me
Why monthly expense x12 x25 = financial freedom?
Do you know about dbs equity picks? If yes do you recommend it over STI ETF?
Oh wow, first time i heard of it. Its performance seems to be better than STI. Personally, its holdings are the ones which I won't choose. But If you trust DBS will do a good job, which seems to be the case in the past 4 years, you can give it a try.
www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/000000/000000_insights_singapore_model_portfolio.xml
Awesome work 🔥🔥
Hi Kevin, you mentioned in the previous video that you wanted to purchase IGM to replace sxlk. Do you see yourself doing that in the near future given sxlk doesn't have a few big players?
Currently no, i prefer to focus invest in specific stocks right now. But i might invest in igm in future
Do you think SQ price will go lower in the coming days/weeks? Nice vid btw.
Haha, like i mentioned, no one knows how the stock can move in the short term. Instead to trying to guess, why not dollar cost average if it cost down instead.
Kelvin Learns Investing how should we split the dollar cost averaging? Pump in daily weekly or monthly? 😅
I literally burst out laughing when you say joseph schooling and joseph who is still schooling..
True story
Hi Kelvin, do you recommend buying Tesla stocks now?
Anytime is good time is u plan to hold 5-10 years.
I died at Joseph Schooling vs Joseph who are still schooling. Liked the video.
What made u choose interactive brokers over others such as FSMOne?
Fsmone is cheaper at the start. But once the total asset exceeds $100k, interactive brokers wont have annual fee and becomes the cheapest, that's why i chose it
Faster approval too as compared to other US broker, especially during CB. I got mine approved in a few days.
@@JiraiyajijiWhat is CB?
Shoba Sekar sorry for using the abbreviations...The 2020 Singapore circuit breaker measures, abbreviated as CB, was a stay-at-home order and cordon sanitaire implemented as a preventive measure by the Government of Singapore in response to the COVID-19 pandemic in the country on 7 April 2020.
@@Jiraiyajiji Thanks for the reply. I am sorry, I am blur. 😟
Thanks Kelvin, i am watchin all ur videoa
Thanks! haha
Kelvin, I have some money in singlife that I would like to move into dividend stocks. How do I make an comparison on returns (divident yield vs 2.5%) and do you recommend DCA into these dividend stocks?
Do you actively put your income into these stocks every month or do you just leave them as is.
Thanks for helping out a newbie!
Currently the dividend stocks are quite flat, if u are looking for passive income, they should go up over the long term. The comparison should be dividend yield + capital appreciation.
Personally i have converted into growth stocks. Every month i just dollar cost average into them.
@@KelvinLearnsInvesting I have a robo but will dca into hang seng starting next month.
Thanks for sharing. Is your portfolio same as of today? If not can you upload a video when there is a change in your portfolio? I am high on Tesla as well. Thanks.
The stocks are the same. I've just been averaging up on Tesla, ARKW and Square. I'll post an update when there are more changes :)
@@KelvinLearnsInvesting hi my portfolio is the same as your as well. But I bought the maple logistic trust and recently it seems to have another unit which is called m44urts and not m44u. What does it mean? Is it a stock split?
I am using interactive Brokers by the way. Thanks
Hi Kevin, I am Malaysian too. I intend to build my alternative retirement nest in Singapore for risk purpose since SGD is much more stable. What options you can propose for annual returns above 9%? And I intend to pump in saving on monthly basis. Thanks for your sharing.
Anything above 4-6% will have higher risk, especially when inflation is low right now. You can check out my portfolio for some stock ideas, like ARKK, Tesla and so on
Hi Kelvin, Thank you for your explanation. Where you buy these ETFS ARKK, ARKW, SQ and SXLK. Is in London Exchange or USA.
Tesla, square, arkk, arkw are listed on US stock exchange. Sxlk is listed on london stock exchange
Thank, ARKK, ARKW are listed only on US
Hi Kelvin, learnt quite a few things from your TH-cam channel, kudos for the good and funny content! Based on the current price of TSLA at 800+, would you recommend to buy at a small drop (says 700-750) and hold ? Chicken Genius Singapore has uploaded a new video talking about his confidence on TSLA to be 10x in 10 years time or even lesser, mind sharing your thought?
Yup, i've actually bought during the dip last week. Tesla growth will be around 10x due to full self driving and more. But take note that company growth doesn't equal stock price growth. So, i'll still buy in, but i won't expect a 10x in stock price because alot of the growth is already priced in
Hi kelvin, wats ur view on Ascendas after the recent demerger?