How to Fix a Crappy Stock Market Portfolio

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Do you have a crappy stock portfolio well today i’m gonna share with you guys eight steps that if you do have a really underperforming stock portfolio how you can go ahead and fix it i cannot wait to share this with you guys today subscribers thank you so much for joining me today i am jeremy this is a financial education channel and today we’re talking

About how do you fix a crappy stock market portfolio guys we’ve all been there if you’ve been investing long enough to have a portfolio that’s you’re not too happy about so today we’re gonna give you guys basically eight steps i would go through if i were you to kind of fix that portfolio into becoming a great portfolio thank you so much for watching us today guys

Hit that thumbs up button if you enjoy it and let’s get into this number one thing you have to ask yourself is it really even a crappy portfolio just because let’s say the portfolio underperformed over the last few months just because you’re maybe your main stock you’re the second stock went down a lot that doesn’t necessarily mean you have a poor portfolio that

Doesn’t even mean you’re you’re bad investor if because short-term things happen unless you’re a short-term trader and that’s what your focus is then maybe you have something wrong there but if something happens short-term this isn’t necessarily just mean your portfolio’s bad your stocks are bad those kinds of things you have to ask yourself first is it really even

A crappy portfolio if you’re just judging off a 1 month 2 month 3 months even 6 months and you’re a long term investor that’s way too shallow minded in my opinion so the way i would kind of decide if a stock portfolio is crappy or not you got to look at at least the last 12 months and in the last 12 months did your entire stock portfolio severely underperform how

Much the stock market went up or went down so if the stock market went up 20% in the last 12 months and your stock portfolio went down 20% you got a crappy stock portfolio that’s a huge difference there guys if you just underperformed a bit because of cue of the main stocks doesn’t mean you have a crappy portfolio it means maybe you just had some bad luck you know

Some things went wrong with your companies or whatever or maybe the the perception of them by the investor community just wasn’t as high doesn’t mean you have a crappy stock portfolio but it like i said it may you know stock market’s going a big and you’re going down or vice versa it’s over a 12-month span maybe an 18 month span then you definitely have an issue

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With your portfolio so then that’s step number one let’s assume you do have that portfolio let’s go on to step number two and kind of how you go out fixing this so step number two is you need to figure out the one stock in that portfolio you’re the most bullish on over every other stock just one stock and i know these are gonna be hard decisions for you but you’ve

Got to pick that just one stock that you’re like it’s like if you had a stick all your money in that one stock and that was the only stock you had to invest in that’s the one stock i’m talking about so you’re gonna pick one stock and basically put that stock to the side that stocks just kind of going to the side for now and we’ll kind of talk about what you’re gonna

Do with that stock later on but that stocks just going to the side for now then we go on to step number three so then you’re gonna group half of the stocks in that portfolio into a pile called very bullish stocks you’re very bullish on and you’re gonna group the other half of the stocks into a portfolio that’s not as bullish as those previous stocks as those other

Stocks basically so and i know this is once again gonna be a hard decision let’s say you got a portfolio of nine stock sold so you took out one because you that’s one stock you’re the most bullish on overall them that’s on the side so that basically leaves you with eight stocks for stocks going in that very bullish pile for stocks going in that not very bullish

Pile the bullish pile those stocks are kept the ones that did not meet the criteria those other four stocks that goes into step number four which is sell-off that that part of the portfolio that’s not as bullish so you’re gonna just kind of sell that off you’re gonna get rid of it because those stocks if you’re not even that bullish on them what do you what are

You doing in them if they didn’t meet that criteria beaming that top five what are you even doing in the first place she did sell off those ones and you need to just get out that is step number four and going into step number five now you have to assess how much in funds you actually got from that those sold off stocks did you get five thousand dollars five hundred

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Dollars ten thousand dollars how much did you get from selling off all those stocks you weren’t as bullish on then we go into step number six which is stick the funds will stick half of the funds you raised from selling off those not as bullish stocks half of the funds are gonna go into that number one stock half of those funds so whatever amount it was half of

Those funds are basically going into that number one stock because that’s the one you’re the most confident you to believe in the most is the one that if you had a stick it all in a stock and you were forced to do that that’s the stock you would go into so you want to allocate more funds into that stock because that’s your that’s your breadwinner that’s your horse

That’s the one stock if somebody was telling you you know i only got one stock to buy that so i want to buy a stock what should i buy that’s the stock you tell them so you’re putting more money you’re frontal and more money into that stock because that’s so when you believe overall them so half the money from the new the new funds raise is going into that number one

Stock step number seven you’re basically getting put the other half of the money into the the other four stocks you had there or however many the you know the ones you kept the other half of the pile you’re gonna stick that rest of that money that was raised in to those other stocks now how you want to distribute that amount around the stocks is really up to you

In how you feel comfortable and you know if you had four other stocks in there maybe you want to put 3/4 of that money raised into those two studs the two main stocks and the 1/4 of the money into the bottom two stocks something like that you know you just have to kind of decide there and then we go into the last step which is number eight so if you’re not like

If you’re if you’re more bullish on a couple other stocks that maybe you don’t own own in your portfolio you could use some of that money that you may have stuck into those lows last stocks you could use some of that money into buying into those new stocks that you’re super bullish on but only get into those other ones if you’re super bullish on them the reason

Being is because there’s a good chance on those stocks you’re very bullish on that we’re already in your portfolio you underperformed the market there’s a good chance many of those stocks are probably down on cost basis and so if you’re as bullish as you know in one of the older stocks is one of my newer stocks you might just want to stick more money in the older

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Stock because that one’s already down on cost basis anyway so you can kind of lower your cost basis and that should hopefully revive your portfolio and get you back going because you’re gonna you’re gonna have sold off those those stocks that you’re on as you may be used to like them but if they’re if they don’t meet the cut they don’t meet the cut you can bring

In some new life if you feel comfortable investing in a couple new stocks that you think are very you’re very bullish on and you also get to lower cost basis on some of those old stocks and you get to allocate some more money into that number one stock which is your horse which is the one that you believe in the most over the next few years if you’re a long-term

Investor so that’s kind of how you can go ahead and fix a crappy stock portfolio in my opinion that’s kind of the way i would do it and like i said just make sure you ask yourself first that number one step is key do you even have a crappy stock portfolio that just went down over the last few months it doesn’t mean it’s bad it just means you have a tough couple

Months guys so i hope you enjoyed this video today leave a thumbs up if you did and if you just came across this channel you’ve not subscribed yet you may want to we talk personal finance in the channel i’m a business owner and i get a lot of my entrepreneur type tips out and we’ve talked the stock market the most in this channel and how to try to be a successful

Investor thank you for watching guys and have a great day do you have a crappy stock portfolio well today i’m gonna share with you guys eight steps that if you do have a really underperforming stock portfolio how you can go ahead and fix it i cannot wait to show this with you guys today do you have a crappy stock portfolio today i’m gonna share

It with you guys eight steps that if you do have a really underperforming stock portfolio how you can go ahead and fix it i cannot wait to share this with you guys tuesday

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How to Fix a Crappy Stock Market Portfolio By Financial Education

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