A Look Inside My Simplified Investment Portfolio

In this video, I'll answer the following question from a viewer:

"I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video that you simplified and are down to 3 or 4 funds. I was thinking of mirroring your 6 fund plan but now I see you have simplified, which is why I am asking if you can do a new video going over your new 4 fund plan."

List of my investments
VTINX: https://investor.vanguard.com/investm...
VTSAX: https://investor.vanguard.com/investm...
APPLE: https://www.morningstar.com/stocks/xn...
VFWAX: https://investor.vanguard.com/investm...
VSMAX: https://investor.vanguard.com/investm...
BRK.B: https://www.morningstar.com/stocks/xn...
SCHD: https://www.schwabassetmanagement.com...
FIPDX: https://fundresearch.fidelity.com/mut...
VXUS: https://investor.vanguard.com/investm...
NVDA
TSLA
ORCL

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Financial tools I use:

I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/empower/yt-

I use Monarch Money to manage our budget: https://go.robberger.com/monarch-yt/y...

My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/boldin/yt-

I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/yt-

My Book (Retire Before Mom and Dad):
https://amzn.to/4d9qbhA

#retirement #investing #robberger

0:00 Intro
2:03 VTINX
4:34 VTSAX
8:33 AAPL
10:25 BRKB
11:37 SCHD
13:23 FPIDX
13:55 RMDs
16:34 VXUS
17:52 NVDA/TSLA/ORCL
18:57 Closing

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

Youtube:    / @rob_berger  

Facebook:   / financialfreedomguy  

Twitter:   / robert_a_berger  

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/