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A good investment portfolio is a much-needed thing for building wealth.

Hmm… I think I am credible enough to discuss this topic, but others may disagree as I do not consider myself a wealthy individual (yet). I have wealthy characteristics in my life, but I have plenty of room for growth. I don’t share numbers that I keep in my wallet, but out of curiosity, what do you consider wealth? (Answer Below)

In my personal view, there’s no single correct answer. If you expect me to say, “Do these 5 steps and become a millionaire by your early 30s,” then you can stop reading. Let’s talk about what is in my growth portfolio and why.

The holidays are coming, 🌲 and there will be discounts everywhere online. As you shop, PLEASE don’t forget those financial goals you set earlier in the year. Save money when you can! There’s no better way than creating a Betterment account: high-paying savings accounts and various Investing tools.

Ease into investing

“Ease” being the key word. With automated tools like portfolio rebalancing and dividend reinvestment, Betterment makes investing easy for you, and a total grind for your money.

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Growth Portfolio & Equities Swings

My Growth Investing Portfolio has the same assets as my equities swing trading account. Why? When something is excellent for growth investing, a growth stock will often be underpriced. If it is underpriced across the general market or trading under the 200/day moving average on a weekly timeframe, I buy two sets of equities: one for growth investing and another for swing trading. If you can afford it, it gives the best of both worlds. World 1 = holding it for the long term, and World 2 = taking profits on the way up.

For example:

Stock A a year ago was $150. The CEO left, there was a fraudulent lawsuit, and the stock price took a hit, now trading at $70. Many people would be afraid to enter. Let’s say this company was similar to Amazon or Walmart. If a company still shows growth and high demand during tough times, this is a positive sign. The stock price does not always reflect the wellness of a company. This goes both ways for undervalued and overvalued companies. Just because a stock price is high doesn't make it a superior investment.

List of my favorite Growth Stocks. Growth Stocks that have Value stock tendencies are a plus in my book.

Growth Stocks

These are companies growing faster than average, often in industries like tech or healthcare. They reinvest profits to expand, usually don’t pay dividends, and often have high valuations because of future growth potential. Examples: Tesla, Nvidia.

Value Stocks

These are mature, stable companies trading below their true worth based on fundamentals like earnings or dividends. They often have low price-to-earnings ratios and may pay dividends. Example: Procter & Gamble.

Growth Stocks with Value Tendencies

These companies are growing quickly but also show strong financial fundamentals, like cash flow or reasonable valuations, making them less risky. They offer a blend of high growth with some stability. Examples: Apple, Microsoft.

This mix appeals to investors seeking growth with a bit of safety!

Some of my favorites:

• $BABA

• $TSLA

• AMZN

• $PLTR

• $SQ

Weekly Roadmap

Here’s a free economic calendar for the week. Key pivot levels and trading/investing ideas are for premium members only.

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