10 years of investing | my exact portfolio & how much i've made 📈
now this is a story all about how, five bucks grew into six figures somehow in this video, i’m breaking down the good, the bad, & the ugly of my 10-year investing journey. plus i'll show which accounts i use, the exact stocks/etfs/crypto i'm invested in, and how much i’ve made from dividends and market growth! thanks for watching, and happy investing!! 🤑💸💚 ❕❕❕MY ANNUALIZED RETURNS (IRR based on deposit dates)❕❕❕ 📈 Acorns (opened Nov 2015): 11.01% annualized 📉 Public (opened Feb 2021): –4% annualized (lol) 📈 Roth IRA (opened Mar 2020): 13.67% annualized 📈 HSA (opened Jul 2023): 21.14% annualized 📈 SEP IRA (opened Aug 2023): 21.33% annualized 📈 Solo 401k (opened Jun 2024): 18.45% annualized ⚡ TOTAL STOCK PORTFOLIO: ~16.3% annualized (Weighted) Crypto – first buy in 2018: 23.88% annualized 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 my first crypto purchase 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 acorns brokerage & results 18:57 public brokerage & results 23:04 my investment strategy for my retirement accounts (boglehead method) 23:46 roth ira holdings & results 26:33 hsa holdings & results 27:57 sep ira holdings & results 28:57 solo 401k holdings & results 31:01 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) ***************************************************************************** 💵 SUPPORT MY CHANNEL & EARN CASH BACK / BONUSES 💵 *I personally use every tool below to manage my finances or earn extra money. I’m NOT sponsored by any of these apps or brands, but I may earn a small reward if you use my links. Thank you so much if you choose to support me!!* 🌳 YNAB – GET 64 DAYS FREE. My go-to budgeting software. Use my link for a 34-day trial + 30 days free after subscribing: https://ynab.com/referral/?ref=eMDlIf... 🤳 ATTAPOLL – GET AN INSTANT BONUS. My favorite way to earn cash via surveys. Claim your sign-up bonus: https://attapoll.app/join/elkfq ⛽ UPSIDE – EARN CASH BACK ON GAS. Get a bonus boost on your first fill-up: https://upside.app.link/ALYSSA72655 (Code: ALYSSA72655) 💰 RAKUTEN – GET A $50 REBATE. Spend $50 online and get $50 back! Claim your boost: https://www.rakuten.com/r/ALYSSA16805... 🤑 ACORNS – CLAIM YOUR $5 BONUS. Invest your spare change automatically. Start with $5 here: https://acorns.com/share/?shareable_c... MY FAVORITE CHASE CARDS FOR TRAVEL POINTS AND CASH BACK: *I use these credit cards for travel rewards and cash back. I will be rewarded if you are approved with my links. Please spend responsibly!* 💳 CHASE SAPPHIRE - EARN 125K BONUS POINTS (Reserve) or 75K BONUS POINTS (Preferred) to fund your next trip when you apply and are approved here: https://www.referyourchasecard.com/19... 💳 CHASE FREEDOM - EARN UP TO $500 CASH BACK EACH YEAR. Apply here: https://www.referyourchasecard.com/18... 🚀 BETTERMENT – EARN A .5% APY BOOST on your savings! Use my link to boost your interest earnings for 3 months: https://www.betterment.com/friend-ref... (FYI - I’m a client of Betterment and, if you fund a new account, I receive compensation for this referral. You can see what others say about Betterment in reviews in the App Store and Google Play Store.) 🤑 GEMINI – GET FREE CRYPTO. Trade $100+ to unlock your crypto bonus: https://www.gemini.com/share/469lnzcl ***************************************************************************** 🚨 DISCLAIMER: This video reflects my personal experience only. I’m not a financial expert, and nothing said should be taken as financial advice. Always do your own research before making any financial decisions.

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