How Much My Portfolio Earned in July ($283,000 Account)

Опубликовано: 26 Ноябрь 2024
на канале: Matt Derron

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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 $283,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00 Portfolio recap for July 2024
03:44 Dividend income
04:41 Stocks I bought and sold this month
07:21 Best and worst performers
10:02 Overall thoughts on the previous month
11:15 Update on Fidelity vs Schwab

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*I am not a licensed professional or a financial advisor. This content should not be taken as financial advice. It is meant for educational and entertainment purposes only. All opinions and perspectives are based on my own personal financial situation, experiences, and goals. Please ensure that you do your own due diligence before making financial decisions and/or meet with a professional. Links above include affiliate links, which means I may receive a commission at no additional cost to you.