❄️ Get 30% off of any Snowball Analytics paid plans through 1/4/2025: https://⁠buildinvestlive.com/snowball

✅ Work with me to build your own strategy: https://buildinvestlive.com/coachinglist

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.

00:00 Portfolio Performance for December 2024

04:02 Dividend income

05:06 Stocks I bought and sold this month

09:18 Best and worst performers

11:41 Overall thoughts on the previous month

Work with me to create your own strategy: https://buildinvestlive.com/coachinglist

It’s time for my end of year review of my portfolio strategy and we have some changes to make as we head into 2025.

00:00 - Reviewing my current portfolio strategy 

06:45 - Updating to better align with my goals

10:21 - How does it fit with my holdings?

Work with me to create your own strategy: https://buildinvestlive.com/coachinglist

We have a little fun recapping 2024 and talking about what to expect from me in 2025

00:00 A recap of 2024

01:37 Best and Worst Outcomes

03:25 Most Viewed Videos

05:29 Best Comments

10:28 Memes, Family, and YouTube stats

13:48 What to expect in 2025

Annie Duke’s Thinking in Bets on Amazon: https://amzn.to/4gJE4nD

My list of investing books I’ve liked the best and why: https://amzn.to/3EDToRS

Annie Duke’s Thinking in Bets is one of the best books about picking stocks…and it’s not even about stocks. In this video we break down what I liked most about the book and how it relates to investing.

00:00 What Thinking in Bets is About

01:41 Key Points 1-3

06:42 Key Points 4 and 5

Get my free basic AI prompts to help you pick better stocks in less time: https://buildinvestlive.com/aiprompts

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha

The Nasdaq 100 index is changing, which means ETFs like QQQ are impacted. In this video we go over what’s changing, which companies are being added and being removed, and how we should think about it as investors.

00:00 3 companies are being added to the Nasdaq 100

03:58 3 companies are being removed from the Nasdaq 100

07:02 Should we care about this as investors?

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha

💰 Get $50 off Alpha Picks: https://buildinvestlive.com/alphapicks

Talking about technical analysis usually means you’ll get one of two responses. Either it’s complete nonsense, or it’s the only thing that actually matters to make money in stocks. In today’s video we break down the topic to see which point of view is correct.

00:00 Technical Analysis is nonsense

02:21 Let’s go through some examples

06:02 3 truths we can take away as investors

Get started with my free basic AI prompts: https://buildinvestlive.com/aiprompts

📈 Get $90 off Seeking Alpha Premium until 12/11/2024: https://buildinvestlive.com/seekingalpha

Big Tech continued rallying in 2024 after a dominant 2023, and I was adding them to my portfolio throughout the year. But can we really expect them to continue going up in 2025?

00:00 What will Big Tech stocks do in 2025?

06:30 Apple’s biggest contribution

12:01 Meta is going nuclear

16:01 UnitedHealth CEO

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $340,000 account, what stocks I bought and sold, and the overall performance using Snowball Analytics portfolio tools.

00:00 Portfolio recap for November 2024

03:39 Dividend income

04:39 Stocks I bought and sold this month

06:06 Best and worst performers

08:02 Overall thoughts on the previous month

Get $140 off of Alpha Picks until 12/5/24: https://buildinvestlive.com/alphapicks

Get $90 off of Seeking Alpha Premium until 12/5/24: https://buildinvestlive.com/seekingalpha

Get $289 off of Alpha Picks + Premium bundle until 12/5/24: https://buildinvestlive.com/alphabundle

In this episode we break down Seeking Alpha “Alpha Picks” service to see if it’s worth the cost.

00:00 What is Alpha Picks?

05:49 Who is Alpha Pick best for?