I’m starting a position
Thanks for this.
I’m starting a position
GotchaNope, I still DCA into my same stocks. Just not taking on any new big positions. Sitting on cash, waiting for a huge pullback.
So.....according to this tweet.....
If this "matrix simulation is real".....
ATL (all time low) 2022 to ATH (all time high) 2025 (roughly today October 5th or tomorrow the 6th) = 1064 days
Then afterwards..... Bitcoin will tank for the next 364 days
now this is a story all about how,
five bucks grew into six figures somehow
in this video, i’m breaking down my 10-year investing journey, including the accounts i use, what I’m invested in, and how much i’ve actually made from dividends and market growth! thanks for watching, and happy investing!!
My ANNUALIZED Portfolio Returns – Full Explanation Below
Some accounts give me an official IRR (Internal Rate of Return) directly from the brokerage (like Schwab). For other accounts that were transferred between brokers or don’t provide IRR, I calculated XIRR based on my exact deposit dates and amounts.
What is XIRR?
XIRR (Extended Internal Rate of Return) is a formula that calculates your annualized return based on the exact dates and amounts of all deposits and withdrawals. It’s more accurate than just taking a simple average of annual growth, because it accounts for when you added money to the account (a straight average just assumes one lump sum deposit at the beginning of the timeframe being calculated).
Here’s the return breakdown for my accounts:
Acorns brokerage – opened Nov 201511.01% annualized (XIRR)
Public brokerage – opened Feb 2021–4% (lol)
Roth IRA – opened Mar 202013.67% annualized (XIRR)
HSA – opened Jul 202321.14% annualized (IRR from Schwab)
SEP IRA – opened Aug 202321.33% annualized (XIRR)
Solo 401k – opened Jun 202418.45% annualized (IRR from Schwab)
Approximate overall portfolio annualized return: ~16.3%
(Weighted by each account’s current value, so very small accounts like Public don’t skew the total.)
Crypto – first buy in 2018:23.88% annualized (XIRR)
TIMESTAMPS
0:00 hi, intro
0:43 why i'm making this video
2:03 DISCLAIMER: THIS IS NOT FINANCIAL ADVICE!!!!
2:27 the start of my investing, or non-investing, journey
5:28 my investing awakening
7:19 my very first investment!
7:25 how much i made in my first year of investing
8:15 fell for crypto
9:30 how much i made after 5 years of investing
11:00 nothing to do with investing, just want you to see zeke being a freak
13:33 how much i invested in 2023
14:28 how much i invested in 2024
15:15 my acorns brokerage & results
18:57 my public brokerage & results
23:04 my investment strategy for my retirement accounts (boglehead method)
23:46 my roth ira holdings & results
26:33 my hsa holdings & results
27:57 my sep ira holdings & results
28:57 my solo 401k holdings & results
31:01 my crypto holdings & results
32:31 the grand reveal: how much i've made after 10 years of investing (See full annualized return breakdown in description)
And 80% ownership in Waymo.