My $1,000,000 Stock Portfolio: Investing Strategy & Philosophy

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Over the last few years, I’ve been publicly sharing in my Monthly Goals Reports the progress that I’ve made financially in my online businesses, as well as my investing progress to a $1,000,000 stock investment portfolio within my holding company.

I’ve had many people ask: “What is your investment strategy and philosophy?”

While I’m by no means an “expert” on the topic of investing, I can share what I’ve personally done and what has been working for me. There are many other people that are more qualified and ideal to follow than myself.

However, through my transparency, perhaps you can learn from some of my successes and wins, and it can give you a behind-the-scenes look at what a $1,000,000 investment portfolio looks like.

Before you watch the video, a few things to note:

This isn’t my entire portfolio. This is just within my holding company. I own personal investments as well, that include cash, stocks, bonds and a real estate rental property. When you make a lot of money in your business, you’ll want to create a “holding company” to protect and hold your money, which gives you flexibility when it comes to investing and for tax purposes.
I live in Canada and I invest in the TSX (Toronto Stock Exchange). The primary currency I trade in is Canadian dollars and primarily investing in the Canadian economy, as I understand it the most. However, I do have investments in U.S. dollars and outside of Canada as well.
I’m no “expert” by any means. I’m just someone that has learned through reading books, having mentors, and through my own trial and error. There are still many things in the investment world that I don’t understand. However, if you can benefit or learn from my transparency then that’s great!

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My $1,000,000 Stock Portfolio: Investing Strategy & Philosophy

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Comments

Eseovhe Egborge says:

Nice and thanks for sharing

Keith D'Mello says:

Thanks for being open.

k k says:

Thank you.

Ina Fatoumata Kébé says:

Hi, can you make a video on how to open a holding company in Canada, such as yours (to hold stocks, options, etc)? I am trying to find out.

Mike Non human says:

thx for the advice

shih min Lee says:

Your such a motivation….thank u for inspiring

Geoff Buchanan says:

Hey James, do you think you’ll be doing a similar video with anything you’ve learned since this video, and what you’re holding in 2017?

Great videos man, and great info! Thank you!

Tour Gordon says:

I want to ask you what do you think about robinhood. I am in nyc and want to inverst some cash in nyse, let me know which app is your favourite and why please. thanks for your nice explanation!! 🙂

Razan says:

thanks for sharing

Erick Vazquez says:

Awesome video!! I learned more about investing from watching this 30 minute video than I did from 4 years of high school.

Emmanuel Mercado says:

Super awesome vid!

Midnight Rider says:

So you probably never sell these stocks. Right? At what point would you consider selling one?

blaavass says:

Thanks for sharing. It is quite risky for individual investors to speculate on individual companies. Before picking stocks you should first be clear on your strategy for asset allocation and position sizing. This is more important than picking stocks. You should also think through how your portfolio will handle a stock market crash and then how your brain will handle seeing your portfolio go down 50% or more. You have a massive allocation into banks/financials, which most likely is a clever thing, but dangerous if there is another bust in the banking sector. The Ray Dalio’s “All-Weather” portfolio and Harry Browne’s “Permanent Portfolio” could provide some inspiration on asset allocation that give good results without massive drawdowns. Picking individual stocks are a lot of work. Such portfolios will give much less work and make the income much more passive:)

Joshua Balatbat says:

Very inspirational. lots of good info that I learned when I started. I don’t have $1M portfolio yet but I am using the same strategy of buying during a recession and dollar cost averaging. Thumbs up’d you. thank you for sharing your experience and portfolio. I am at the point where I know not to freak out when the stocks I own dip and to apply Dollar cost averaging.

Todd Farhood says:

Happy and relieved to find a fellow Canadian here who trades primarily in the Canadian market. Most of what Iv’e come across when doing research is based on the US market. So seeing your video really hit home for me. Thanks for the insight.

Danny Keomany says:

You totally deserve more views, great video.

ben maxfield says:

hi

LetYourLightShine says:

what newsletters do you read to give you insight on what to invest in?

visionsofpromise says:

I had to come back here to say, thank you stefan. Your transparency and wisdom gave me the confidence to invest in stocks. I’ve already started my portfolio with only invested $60, but you gotta start somewhere right?

thanks again!

Pimsiri S. says:

Stephan, I really appreciate your transparency and honesty. Not many entrepreneurs that have your quality. You totally inspired me.

Gateway 17 says:

Great video, really inspiring!! Dividend paying stock is something that I’ve just begun to invest in. I’am 33 and I’am pretty annoyed with myself that it’s something that I haven’t done along time ago. Seeing the returns that you are achieving through your dividends is amazing and motivates me to try and replicate it. Well done on your success!!

Alejandro Perez Morales says:

Great video, brother! its very eye-opening. Thnak you!

FRESHANDFAMOUS.TV says:

Great advice for someone who wants build a strong portfolio. I subscribed as I would like to learn more about making passive income and investing? Thank you!

Sam Kassam says:

nice background

Georgek117 says:

I haven’t started investing yet but my advice to anyone who’s thought about investing – pick up one of Robert Kiyosaki’s books. The man will completely change your attitude to money, and he has with me, made me feel like I can achieve anything if I simply plan for it and stick with that plan. Most people don’t become rich because they don’t plan for it, they spend their money on things rather than on assets that get their money working for them.

Sergio Acevedo says:

Love the video, very informative. I’m currently 18, but started investing at age 17 and seeing what you have achieved is very inspiring. Hope everything goes great and will continue to support the channel!

Victor Valencia says:

Really enjoyed the video. The fact that you’re Canadian relates a lot to me and makes it a little easier to learn from you! Keep it up

Collins Slone says:

Great video

Gateway 17 says:

If you had to pick one bank to invest in, in Canada which one would it be?

Mars says:

very inspiring.
“Compounding interest is the 8th wonder of the world” ~ Albert Einstein
compounding dividends is something Rockefeller did. and what warren buffet did.

Basically, compound as much as possible.(do this by reinvesting or investing in certain things.) and compound in high paying/ safe dividends.

IImproveMe says:

This is GOLD

FRESHANDFAMOUS.TV says:

Amazing, Amazing, Amazing Video!

Bad Ass says:

Did you invest through the 2008/9 banking and mortgage crisis?

jerp pin says:

USRM, look it up

Gontse Richli says:

Man I’m in SA I’m interested…I lack resources but I have internet,I pad and computer,,,,I actually feel like I need a coach

Gainey Gainey says:

Is that a denim shirt pocket?….,that’s cool.

NouVeaU Enterprises says:

wow, good job, good info

Ethan Kim Hong Soh says:

I like your strategy on investing in steady & established companies that pay dividend regularly. This strategy is definitely very beneficial to those who are very busy with their daily work and do not have time to trade on a daily basis. And you’re right to say this is definitely a long term strategy. Thanks for the video 🙂

Nicole Rose says:

I didn’t know you could invest in retirement homes! Makes so much sense as to why it’s a good idea hehe 🙂

Andrew Nall says:

How do you find these companies to invest in?

Mohamed Abdelfattah says:

Thank you for sharing this. This video was a major breakthrough for me. Very inspired and am beginning to research related stocks.

AuReX Blaze says:

hi

Luke the Giant says:

Good vid

Cómo Agrandar El Pene says:

Thankyou for this Stephan!

Is it recommendable dollar cost averaging in ETFs as well?

James Merone says:

More videos like this. Please and thank you.

The Red Headed Investor says:

Great video thanks a lot !

Raj Sandhu says:

Does anyone know how dividends are credited to your account?

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