YouTube IRA-01: Million dollar IRA: Introducing my Portfolio of 33 stocks

[Nicole Seaman]

My goal is to grow the value of my retirement (IRA) portfolio to a value of $1.0 million dollars; it is currently over 60% of that target. Because I added several positions in the December 2018 sell-off, my IRA is about 96.5% invested in equities. However, in terms of my overall wealth/retirement, I still have more in cash and most in my small business.

The current positions as of 5/27/19: AAPL (5.3% weight; ΔP = +222.1%), AMAT (1.3% weight; ΔP = -21.7%), AMH (2.0% weight, ΔP = +22.3%), AYX (5.4% weight, ΔP = +228.5%), BAC (2.9% weight, ΔP = +79.1%), BLK (1.8% weight, ΔP = 22.2%), CHGG (3.0% weight, ΔP = +78.8%), CLDR (4.5% weight, ΔP = -31.0%), CONE (2.1% weight, ΔP = +10.1%), CTK (2.1% weight, ΔP = +15.7%), CVS (1.9% weight, ΔP = -31.3%), DBX (1.9% weight, ΔP = +4.2%), DOC (2.1% weight, ΔP = +20.9%), ENB (2.1% weight, ΔP = +29.2%), FB (5.3% weight, ΔP = +26.5%), GOOGL (1.9% weight, ΔP = +13.2%), GSKY (1.9% weight, ΔP = +20.4%), HPQ (2.5% weight, ΔP = -12.9%), INST (9.7% weight, ΔP = +9.8%), INVH (1.2% weight, ΔP = +11.8%), LEN (4.3% weight, ΔP = +15.7%), PVTL (3.4% weight, ΔP = +26.8%), QTS (2.2% weight, ΔP = +22.5%), QTWO (2.7% weight, ΔP = +68.9%), RDFN (1.4% weight, ΔP = +1.4%), SFM (3.4% weight, ΔP = +4.5%), SWKS (1.7% weight, ΔP = +10.3%), TJX (1.7% weight, ΔP = +10.8%), VWAGY (3.2% weight, ΔP = -3.8%), WLH (3.1% weight, ΔP = +64.0%), XROLF (6.7% weight, ΔP = +67.3%), YEXT (2.1% weight, ΔP = +10.1%), ZUO (2.9% weight, ΔP = +22.8%).

Table of Contents:

• 12:00 My Portfolio XLS https://youtu.be/Lq-4cO-Nyjs?t=719
• 20:30 My Tools (seekingalpha, stockopedia, BamSec, StockRover) https://youtu.be/Lq-4cO-Nyjs?t=1230
• 29:30 Allocation and Diversification https://youtu.be/Lq-4cO-Nyjs?t=1770
• 35:15 Top-down themes https://youtu.be/Lq-4cO-Nyjs?t=2115
• 49:38 Best Decisions (so far) and Key Challenges https://youtu.be/Lq-4cO-Nyjs?t=2978

 

[Flashback]

Congratulations! How many years are still left to meet this objective?

 

[David Harper CFA FRM]

Hi @Flashback The balance is about $600K (equities portfolio) and my target return is +20.0%, so excluding contributions, my plan is to achieve the $1.0 million goal in three years.

 

[Flashback]

I could [... moderated due to possible insensitivity.... ] and could realize such target return too.
Anyway, I remember annual return of 100 % with no any tax, even no dividend tax back in mid 2000s, but those are gone forever and will never happen again. Now I have football matches betting.