Everything in my $66k investment account as an 18 yo investor

@ian_invests

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Why it worked

The video taps into the curiosity of seeing a young investor's portfolio, especially one with a significant amount of money. The creator's direct and concise presentation of their holdings, combined with a clear disclaimer, makes it easily digestible and relatable for viewers interested in personal finance and investing.

Summary

An 18-year-old investor details the holdings in their $66,000 investment portfolio, which is split between a brokerage account and a Roth IRA. The video lists various stocks and ETFs, with the investor sharing brief thoughts on their long-term conviction for each.

Structure

1Introduction of $66k portfolio as an 18yo investor
2Explanation of recent transfer to Fidelity
3Breakdown of brokerage account holdings (AMZN, BMRN, CEG, HIMS, HOOD, IREN, NOW, NVDA, ORCL, PANW, SOFI, SOUN, SPXX, TSLA)
4Breakdown of Roth IRA holdings (GOOGL, META, MSFT, QQQM, VOO)
5Call to action to follow for daily stock videos

Product placement

Fidelity: ACTS - The platform where the creator manages their investment portfolio. Removing it would change what happens in the video. Amazon (AMZN): ACTS - The creator holds 17 shares of Amazon stock. Removing it would change what happens in the video. BMRN: ACTS - The creator holds 60 shares of BMRN stock. Removing it would change what happens in the video. CEG: ACTS - The creator holds 12 shares of CEG stock. Removing it would change what happens in the video. HIMS: ACTS - The creator holds 100 shares of HIMS stock. Removing it would change what happens in the video. HOOD: ACTS - The creator holds 55 shares of HOOD stock. Removing it would change what happens in the video. IREN: ACTS - The creator holds 100 shares of IREN stock. Removing it would change what happens in the video. NOW: ACTS - The creator holds 10 shares of NOW stock. Removing it would change what happens in the video. NVDA: ACTS - The creator holds 37 shares of NVDA stock. Removing it would change what happens in the video. ORCL: ACTS - The creator holds 25 shares of ORCL stock. Removing it would change what happens in the video. PANW: ACTS - The creator holds 20 shares of PANW stock. Removing it would change what happens in the video. SOFI: ACTS - The creator holds 100 shares of SOFI stock. Removing it would change what happens in the video. SOUN: ACTS - The creator holds 100 shares of SOUN stock. Removing it would change what happens in the video. SPXX: ACTS - The creator holds 7,186.56 shares of SPXX stock. Removing it would change what happens in the video. TSLA: ACTS - The creator holds 7 shares of TSLA stock. Removing it would change what happens in the video. GOOGL: ACTS - The creator holds 6 shares of GOOGL stock. Removing it would change what happens in the video. META: ACTS - The creator holds 3 shares of META stock. Removing it would change what happens in the video. MSFT: ACTS - The creator holds 7 shares of MSFT stock. Removing it would change what happens in the video. QQQM: ACTS - The creator holds 7 shares of QQQM stock. Removing it would change what happens in the video. VOO: ACTS - The creator holds 4 shares of VOO stock. Removing it would change what happens in the video.

Original caption

#investing #portfolio #stocks #wealth #stockmarket

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Transcript

Everything in my $66k investment account as an 18 yo investor (Just transferred to fidelity a week ago so my 1 month % return isn't accurate) This is every stock and ETF that I personally hold as an 18-year-old investor with about a $66,000 investment portfolio spread out through my brokerage and my Roth IRA. So I'm gonna start with my brokerage account and there's gonna be any analysis on all these stocks. I'm just here to show you all my positions. So 17 shares of Amazon, long-term position for me. 60 shares of BMRN, probably not too much of a long-term position, just kind of waiting for crypto to recover. 12 shares of CEG, long-term investment for me. Love nuclear energy, my favorite. 100 shares of HIMS. I had 200 shares of HIMS, took a lot of profits on those 100 shares. I'm holding these for a little longer, probably within the next year or two I'll exit. 55 shares of HOOD, big fan of HOOD. Again, a lot of crypto exposure, waiting for crypto to recover. 100 shares of IREN, Bitcoin storage company, right now switching to data centers. I'm very bullish on AI and again, with the crypto. 10 shares of NOW. 37 shares of Nvidia. This is my biggest position. I've been holding for about three years. Again, I'm very bullish on AI and again, with the crypto. 25 shares of Oracle. This is a long-term investment for me. Again, another beaten down stock in the cloud data center sector, big bet on AI. And I will continue to hold Nvidia. It is the backbone of the AI tech sector. 20 shares of Palo Alto Networks, my favorite cyber security company right now. As you can probably tell, I'm big on tech. And I don't think cyber security will ever go away. 100 shares of SOFI, my second favorite fintech stock. Uh, it doesn't have the crazy growth that Robinhood does, especially through their brokerage. But I still believe in them and online banking. 100 shares of SOUN. This is a crazy speculative mid to long-term stock that I'm holding. Not much to say about it, just kind of talking about it in my most recent video. 7,186.56 shares of TSLA. I've owned Tesla for about three years. I did recently buy another share. But, uh, again, a pretty speculative play. It is long-term though. 7 shares of Tesla. I did recently buy another share. But, uh, again, a pretty speculative play. It is long-term though. And then we have my Roth IRA holdings. 6 shares of Google, big fan of Google. Still the king of AI search engine monopoly. Nothing much to say there. 3 shares of Meta. A little bit of worries with cap expanding, but in general, I still believe in them long-term. They print so much money from ads on their social media platforms. 7 shares of Microsoft. Microsoft is my favorite mag 7 buy right now. Still down 20 plus percent from all-time highs. And I will hold it for a very long time. 7 shares of QQQM tracks an S&P 500. Similar situation with QQQM. Set it and forget about it, never touch it. And then we have my buying power in the Roth IRA. And then we have 4 shares of VOO, tracks S&P 500. Similar situation with QQQM. Set it and forget about it, never touch it. So yeah, that sums up all of my current positions. Obviously, that's subject to change in the future. But if you guys are new around here, drop me a follow. I post daily stock videos just like this. And of course, none of this is financial advice. I'm not a financial advisor. I make these videos for educational and entertainment purposes only. Not financial advice!