BROKERAGE ACCOUNT TOUR:

@notesbynathan

12.1K followers · usually 3.4K views a post

Views

28.4K

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1.6K

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Why it worked

The video provides a transparent and relatable look into personal finance and investing, appealing to viewers who are also amateur investors or looking to improve their financial situation. The creator's willingness to share their portfolio and rebalancing strategy, combined with clear explanations and on-screen text, makes the content educational and engaging.

Summary

The creator shows a tour of their brokerage account, explaining how they are rebalancing their $78,000 portfolio. They detail the stocks they sold, the profit made, and the new ETFs and REIT they are buying to achieve better growth and diversity.

Pro

Transcript, structure and on-screen text

6 beats, a 271-word transcript and 67 lines of on-screen text — the parts you need to write your own version.

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The hook, the summary, why it worked and what it sells stay open on every video, signed in or not.

Original caption

I am, once again, exposing myself here Taking finances seriously shouldn’t be hard as long as we get organized and today I’m taking my own advice. If you're a regular person or an amateur like me who wants to learn, follow along 🫡 AND if you don't have a brokerage account, you can find options to use at the top of my page 💯 #bankaccounts #investing #PersonalFinance #money #transparency