![]() NOTE THAT THESE PORTFOLIOS ARE CONSTATLY CHANGING, PLEASE CHECK OUT MY LATEST UPDATES HERE. As always, investments come with a risk of loss and you shouldn’t make any investments shown here without talking to a qualified investment advisor. Note that I’ll list the total I have in my portfolio as well as a link you can use to invest in the portfolio if you have an M1 account. First, let’s start with the industry focused growth portfolio. So how has either of these portfolios done lately? Let’s take a look. Overall, there’s a big slant towards tech over anything else and that’s quite the departure from the other dividend growth portfolio which focuses on more mature companies and avoids tech almost entirely. However, there’s also some mature industries like aerospace technology and sin stocks represented in there. There’s certainly a focus on growth companies with the top 3 slices including a lot of those. You can see those industries and their allocations below. This generally means there’s a lot of growth stocks in this portfolio but it also includes some industries that aren’t necessarily strong growers but are in an industry I just want to have exposure to at the moment. The other portfolio is focused on certain industries, most of which I think have good revenue growth potential. However, this recent market turmoil has really hit some industries represented here hard so it’ll be interesting to see how these companies weather the storm. These stocks have paid and raised dividends for 25 years straight and have beaten the S&P 500 in an extended time frame. This is simple focused investing based on a group of stocks that have historically done well and share certain characteristics. In essence, this is a simple strategy that avoids stock picking by simply investing in all of the S&P 500 dividend aristocrats equally. ![]() ![]() I’ve already talked about the strategy based around dividend growth investing in another post. One is based on dividend growth and another is based on focusing on certain industries that I think have good potential for revenue growth. Within my M1 finance account, I have two portfolios. It’s got some flaws but overall it’s a nice easy to use and best of all, free platform. I can pick a bevy of stocks and invest in them automatically. I use M1 Finance simply because it allows me to essentially build my own ETFs at no cost. That’s what these two M1 Finance portfolios represent. However, sometimes I like to flex my investing muscles and buy some individual stocks here and there. ![]() Most of my investments are in simple reliable index funds and that’s what I recommend for most people. I plan to do these portfolio updates quarterly or so to see how things are holding up and how these portfolios grow or shrink. As such, I’d like to track and document how two different strategies perform through these times. However, I don’t think this is the end of market volatility in the near term. It would have been more interesting to have this running through the market crash and subsequent recovery. With all the turbulence in the market these days, I thought it’d be interesting to see how my two M1 Finance portfolios have fared. My Two M1 Finance Portfolios – One For Growth, One For Dividends
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