Revealing My Entire $250,000 ETF Portfolio (+ Stocks)

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  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 91

  • @rick.austin
    @rick.austin  5 місяців тому +2

    Hello everyone!
    The winner of the 150$ Giveaway, namely the one that received the most replies under his comment (with "First Price") on my last video last friday, is.....
    ......
    .....
    ....
    ...
    .
    ​ @Arrowrude !!🥳🎊
    With 6 replies under his comment with keywords "First Price".
    If you read, Please write me an email and I will get a contact from you to send you the money! 💵💰

  • @rick.austin
    @rick.austin  5 місяців тому +5

    What's up beautiful people! Tell us something about YOUR portfolio!
    And if you missed the giveaway instructions in the last video last week, after watching this check that out!
    By the way, Fred Jaravata mentioned in a comment here how Crowdstrike Holdings fell off a clip in the last 4 days because of the IT-Outage. And I want this to be a lesson for everybody:
    In this video I mentioned that, despite the great financials AND performance, I was going to sell it very soon. And that's what I did 2 weeks ago, right after recording this video and a week before the IT-Outage!
    What happened is just temporary and Crowdstrike will go back up at some point, but in general remember: be skeptical when a stock goes great and has an above average growth for way too long, even if the financials have been "solid". In the video I said that despite the financial growth the company has risen to the highest revenue multiple of any public software company above 75 billion market cap, and that’s not a good sign. So the timing was perfect and the decision of selling 2 weeks ago even more perfect!
    Honestly, this is one of those situation where buying back with lower price can make you money, but you need to consider 2 things:
    1) the price was way too high before, so even losing 25%, we might have barely gotten to a fair price now
    2) when these things happen, like Meta in 2022 when they dropped a project to pursue AI, you never know exactly when they're going to come back up. So if you invest you must be ready to hold it even if it keeps going down, otherwise you sell with a loss

  • @Arrowrude
    @Arrowrude 5 місяців тому +5

    Hey, it's really cool of you to support your community so much, first price
    I wish everyone good luck for da giveaway ❤️

    • @friedPommes
      @friedPommes 5 місяців тому +3

      Yeah fr

    • @Europeinvests
      @Europeinvests 5 місяців тому +2

      My thoughts

    • @rick.austin
      @rick.austin  5 місяців тому +2

      Hey Arrowdude, good luck to you!

    • @Hamid-u2c
      @Hamid-u2c 5 місяців тому +3

      Thanks! You too good luck

    • @Arrowrude
      @Arrowrude 5 місяців тому +2

      @@rick.austin thanks :)

  • @xristospexlivanis7703
    @xristospexlivanis7703 5 місяців тому +1

    Another great video for Investors who actually want to start and not only everything you need to know to be a better investor .great job 🎉🎉keep going very helpfull Rick

    • @rick.austin
      @rick.austin  5 місяців тому

      Thanks Chris! Working now on the video on your portfolio 👍🏻 coming out in 2 weeks

    • @xristospexlivanis7703
      @xristospexlivanis7703 5 місяців тому +1

      @@rick.austin Great i can't wait for this ..A new journey just begin than you 🙏🙏

  • @Arrowrude
    @Arrowrude 5 місяців тому +1

    Finally! ,ive waited for this Video an eternity.tbh i wouldnt like that much usa in my Portfolio but if ur happy with it 🤷🏻
    Keep Up the good Work ❤️
    Greetings

    • @rick.austin
      @rick.austin  5 місяців тому

      Hey there! Good hearing from you ;)
      How's everything going?

    • @Arrowrude
      @Arrowrude 5 місяців тому +2

      @@rick.austin Its OK,my Portfolio Hit 2500€ Last month
      im Just a bit tired ,im so Happy when im finally Out of school ,Just another 5 years XD Luckily i have Holidays now
      And you ?

    • @Arrowrude
      @Arrowrude 5 місяців тому +2

      @@rick.austin i'll probably use the Holidays to Clean Up a Bit my Portfolio and Change some saving Plans, the Rest of the time im working at my neighbour ,ill probably be able to earn Like 700€ in Cash over the Holidays from her that i'll use a Bit for my pcflipping Kleinanzeigen Business and Invest the rest, maybe If i Work a Lot in my childhood and dont waste my Money on Partys Alkohol and vacation,i'll be able to Retire a Bit early ,my big dream is to Retire at 40-45 but i dont think thats realistic

    • @rick.austin
      @rick.austin  5 місяців тому

      @@Arrowrude you're doing great for your age!! Very well done

    • @rick.austin
      @rick.austin  5 місяців тому

      If you go on like this you'll retire at 30 at the latest

  • @EclipseAgito229
    @EclipseAgito229 5 місяців тому +1

    5:40 - and to think that this stock entered the S&P 500 recently... showing how individual stocks are extremely risky for the average investor.

    • @rick.austin
      @rick.austin  5 місяців тому +1

      Exactly! I wrote in the comments that since the recording of the video is 2 weeks old, selling it all the day after recording I couldn't have chosen a better time.
      But the truth is, I've been lucky. I could have sold a week and a half later and be really unlucky.
      As you say, individual stocks are extremely riskt for the average investor!

  • @mco4972
    @mco4972 5 місяців тому +1

    Fantastic video!! THanks a lot man. It helps a lot for us Europeans left behind by the American funds.

    • @rick.austin
      @rick.austin  5 місяців тому

      Glad to be of help, mate!

  • @MacJosh812
    @MacJosh812 5 місяців тому +3

    What do you think about IETC etf? I’m torn between that and SCHG. Should I invest $10000, how much will I have in 10 years

    • @carlosarodriguez7266
      @carlosarodriguez7266 5 місяців тому

      SCHG is great 👍

    • @rick.austin
      @rick.austin  5 місяців тому

      Hi Josh, IETC is indeed an interesting ETF, I have to say. Although actively managed, the fees are low. It's not simply market cap weighted, which may help, and you got companies like Amazon which are not in pure tech etfs like VGT.
      Performance is somewhere between VGT and SCHG.
      But I have to say, i wouldn't compare IETC to SCHG. Maybe to VGT, because they are both tech focused in nature, while SCHG, while having had less performance in the last 10 years, is generally growth oriented and more diversified.
      Between IETC and VGT i'd go for VGT.
      Anyway, considering IECT is from 2018 but had a similar (little lower) performance than VGT, I'm going to assume VGT's performance but a little lowered: 20% per year.
      With it, with 10.000€ in 10 years you'd have around 72.600$.
      But careful! Here comes the problem: the last 10 years are far from representing an average result for tech. I expect the 10 years starting in 2020 (or even today) to return far less than the previous. Maybe around 12-14% per year on average or even less. This also because of a correction that I expect to happen within the next 1-2 years

    • @MacJosh812
      @MacJosh812 5 місяців тому

      @@rick.austin Rick, you do highlight some reasonable points that I needed to delve deeper in my analysis. Full disclosure, I have decent position in VGT. I was looking at the AI boom still having another 5 years of growth underneath the hood. However, instead of jumping into another growth, I figured it will be less stressful to have a decent AI etf to compliment my portfolio. As always I thoroughly enjoy your content. You’re like the gift that keeps giving (knowledge in this context). Thank you

    • @rick.austin
      @rick.austin  5 місяців тому

      @@MacJosh812 thank you Josh, being able to be of help is an honor for me!

  • @Fadi-hl8ox
    @Fadi-hl8ox 4 місяці тому +1

    I currently have 10 altogether combined of stocks and ETFs. 5 each actually. For individual stocks I have BAC, BMY, PEP, VZ, WFC. As for ETFS I have BND, VTI, VXUS, VUG, VYM. As the percentages go, I have about roughly 75% in ETFS and 25% in individual stocks, however only 2% in Bonds vs 98% in stocks because I am currently 42 years old btw. So anyway I just thought I'd share that with you on here and to collect your thoughts on this as well

    • @rick.austin
      @rick.austin  4 місяці тому

      Hey Fadi, thank you for sharing!!

    • @Fadi-hl8ox
      @Fadi-hl8ox 4 місяці тому

      ​@@rick.austin you are welcome, but also I was hoping to collect your thoughts on all this as well.

    • @rick.austin
      @rick.austin  4 місяці тому

      @@Fadi-hl8ox if you have such a high percentage in stocks, you need to ask yourself the reason why you want those and not others. Dividends perhaps? Everyona has his reasons and you surely have yours. Just want to point out that you have a strong overweight in 5 stocks compared to the etfs that contain hundreds of stocks, so obviously the choice of these stocks is of paramount importance.
      I think it's alright to have only 2% in bonds.
      The ETFs you chose are great choices.
      I wouldn't have invested so much in those 5 stocks, if you'll track them over time i'm pretty sure you'll make much more money from VTI than from the stocks you have

    • @Fadi-hl8ox
      @Fadi-hl8ox 4 місяці тому

      ​@@rick.austinyeah I do see what you are saying. I probably should've maybe only have 15% perhaps in those 5 stocks instead of the 25 and I do realize an overlap in the financial sector between BAC and WFC as well

    • @rick.austin
      @rick.austin  4 місяці тому

      @@Fadi-hl8ox some overlap is not so bad, i wouldn't worry so much about it, but maybe work on bringing the percentage down. I have around 15% in stocks but i have many stocks. 25% on 5 is heavy

  • @talescrypt8387
    @talescrypt8387 5 місяців тому +2

    Nice portfolio. First price.

    • @rick.austin
      @rick.austin  5 місяців тому +1

      Thanks ;)

    • @talescrypt8387
      @talescrypt8387 5 місяців тому +1

      @@rick.austin My portfolio is 1/3 QQQ 1/3 VOO 1/3 SCHD

    • @talescrypt8387
      @talescrypt8387 5 місяців тому +2

      My portfolio is 1/3 qqq, 1/3 voo, and 1/3 schd.

    • @rick.austin
      @rick.austin  5 місяців тому +1

      @@talescrypt8387 that's a solid and simple portfolio!

    • @talescrypt8387
      @talescrypt8387 5 місяців тому +1

      Thanks Rick

  • @jthomascruz4890
    @jthomascruz4890 5 місяців тому +1

    I know that everyone generally considers an ETF that is so heavily weighted in technology as VGT to be risky but I don't consider it as much of a risk since I believe that tech will always rebound with new innovations. An interesting ETF that has come onto my radar lately is SPMO by Invesco which of whose three most weighted holdings are in tech but it is in fact an ETF that tracks the S&P 500. I recommend checking that one out as it has been out performing almost every other ETF that I have seen this year. First Price.

    • @rick.austin
      @rick.austin  5 місяців тому

      Thank you for your input!

  • @Alongthewei
    @Alongthewei 5 місяців тому

    My fav etf is SCHD my first price is 70.65

  • @jetpark3743
    @jetpark3743 5 місяців тому +2

    Main question is how was your total capital invested? You must be a very high earner

    • @rick.austin
      @rick.austin  5 місяців тому

      Hey there! Maybe I invested around 120k in those 3 years

  • @ΓιαννηςΜακρης-τ7ψ
    @ΓιαννηςΜακρης-τ7ψ 5 місяців тому

    10 months in qyld (ucits) 16% up
    And with the dividend, I will start investing in eqqq and spdr. First Price

  • @jdl9623
    @jdl9623 5 місяців тому

    LOL....I have maybe close to almost 200 positions. I'm striving to increase my percentage of ETF's over time

    • @rick.austin
      @rick.austin  5 місяців тому

      Man, 200 single position is literally impossible to monitor over time, because you must check the financials of the companies and stay up to date on all of them.
      Yes I can only suggest you to increase your base of broad based ETFs!

  • @ianc6920
    @ianc6920 5 місяців тому

    Hi Rick, I really like your video as they are very informative especially when you provide the US equivalent ETF. I follow a very similar strategy that you adopt. I take the first price of the day when I DCA regularly for a set of ETFs. Doesn’t matter what price, low or high, I purchase the ETFs at that first price, rain, hail or shine.

  • @MikeShi291
    @MikeShi291 5 місяців тому +2

    The only mistake you made with crowdstrike is that you didn't sell it yesterday 🙃
    First prize 🎉

    • @rick.austin
      @rick.austin  5 місяців тому +2

      Ahah as I said in the comments, the video was recorded 2 weeks ago and I sold after 1 day, so before the crash 😃

    • @Karl.Jones.2023
      @Karl.Jones.2023 5 місяців тому

      ​@@rick.austinperfect timing! Congratulations!

  • @tegeas69
    @tegeas69 3 місяці тому +1

    OK

  • @viviangomes3833
    @viviangomes3833 5 місяців тому

    Have you lowered your Crowdstrike holding or will be adding to your position?

    • @rick.austin
      @rick.austin  5 місяців тому +1

      I've been lucky and sold it all before the crash, right after recording the video. I sold it for the reason i explained in the video and i'm not going to buy it back now.
      But i have to say, this is the kind of accident that happens to good companies like what happened to Meta back in 2022, for which you might actually buy at a really good bargain. Nevertheless the company had a way too high P/E, so I think we're not yet at the real value.

    • @rick.austin
      @rick.austin  5 місяців тому +1

      By the way crowdstrike has been sued by shareholders for the internet outage, so they are not going to recover in the close future. It's worth following how it's going to develop in the next months/years, though

  • @shohokuslamdunk
    @shohokuslamdunk 5 місяців тому

    So this is what Manu Ginóbili has been up to after his basketball career ended.

    • @rick.austin
      @rick.austin  5 місяців тому +1

      I had to do something with the money, right?

  • @mr_compton3019
    @mr_compton3019 5 місяців тому

    Your English is pretty good. What is your ethnicity?

    • @rick.austin
      @rick.austin  5 місяців тому

      I appreciate it, thanks!
      I'm italian.

  • @EclipseAgito229
    @EclipseAgito229 5 місяців тому +2

    My portfolio is, First Price:
    - FWRA 40%
    - IWVL 10%
    - EMVL 10%
    - IB01 20%
    - Bitcoin 20%

  • @LisaJackson198
    @LisaJackson198 5 місяців тому +6

    I'm new to trading, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

    • @KelvinByrd233
      @KelvinByrd233 5 місяців тому +1

      As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided
      by a widely known crypto consultant

    • @KelvinByrd233
      @KelvinByrd233 5 місяців тому

      Mrs Mary Patricia Hester

    • @AlexCarter569
      @AlexCarter569 5 місяців тому

      This is correct, Mary's strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..

    • @-qj3h
      @-qj3h 5 місяців тому

      Isn't she the same Mrs Mary Patricia Hester neighbors are talking about, she has to be a perfect expect for people to talk about her so well.

    • @HarryEidem
      @HarryEidem 5 місяців тому

      Her platform is wonderful, and her services are exceptional

  • @iii1938
    @iii1938 5 місяців тому +1

    no disrespect brother but this is a clusterfuck full of overlap. nice video tho!

    • @rick.austin
      @rick.austin  5 місяців тому

      Hey man, in my opinion the problem with overlap is overrated. If I have 2 shares of s&p 500, it's like having can also say that I have 2 single shares of s&p 500 that overlap 100% with each others . It doesn't mean it damages me.
      And when I have s&p500 and single stocks, or S&P500 and World, or S&P500 and single sectors, I do it to overweight a part of the market compared to the weight given in the S&P500. So that gives me an advantage if I believe a part of the market will perform better!

    • @iii1938
      @iii1938 5 місяців тому

      @@rick.austin It's not overrated, having overlapping stocks accross multiple different ETFs that hold the same ones makes it harder to track each stock's % weight on the overall portfolio, especially when they hold the same stocks at the top but at different weightings and with different rules that make the portfolio change throughout the year (like QQQ and SPY). All I'm saying is there's a simpler way to do it and get the same weightings. What I mean is that you do it to overweight X part of the market but the % by which you overweight those parts are harder to track when there's a bunch of overlap.

  • @fredjaravata
    @fredjaravata 5 місяців тому +1

    Eek! The timing of this video, which I appreciate, and today's CrowdStrike's massive failure couldn't been worse. I hope you recover that fast!

    • @rick.austin
      @rick.austin  5 місяців тому +4

      Do you want to know the beautiful thing about youtube? I need around 2 weeks to make a video from start to finish, so I did sell Crowdstrike holdings COMPLETELY around a week and a half ago.
      Talking about timing, THAT was perfect timing! 🎉
      And you see, this is what I always try to "teach" in my channel: when a stock goes great and had an above average growth for way too long, even if the financials have been "solid", it's always good to cut the optimism and be skeptical instead!
      This is why I'm not touching NVDA or all the other great performers of the last years until the fall back down for some corrections!

    • @fredjaravata
      @fredjaravata 5 місяців тому

      @@rick.austin Nicely done! yes, thank you for reminding me that good youtube videos are generally made about a week or two before publishing. I appreciate your videos and especially on how you think about investing. Thank you for all the lessons you've shared with us. Keep it going, Rick!

    • @rick.austin
      @rick.austin  5 місяців тому

      @@fredjaravata thank you so much Fred, I appreciate it 👍🏻👍🏻

  • @alexdabase
    @alexdabase 5 місяців тому +1

    Hello I’m from Romania I’m 35y I just started investing with revolut and I have invested 500€ in vanguard sp500 and now I wanna buy VGWD • Vanguard FTSE All-World High Dividend Yield (Dist.) ETF for the div income for long term I wanna live from that over ❤15-20 years you think it’s a good investment ? I’m planning to invest 300-500€ / month . Thanks 🙏 have a nice day

    • @rick.austin
      @rick.austin  5 місяців тому +1

      Hi Alex,
      Glad to hear you started investing.
      I'm not really the dividend investor myself because i'd rather focus on the total growth, and the all world VGDW didn't have the best. But it's well diversified.
      If you want dividends it's ok, if instead you're looking for world diversification then a regular world ETF would be better