4 months into investing: My full portfolio update

4 months into her investing journey and Jess’ life has completely changed.

She’s since bought a house, switched her core portfolio to geared investments, gotten a dog and combined finances with her partner. Safe to say- there’s been A Lot™️ on 🤣.

With all that change, she’s got a few questions still playing on her mind.

Things like: Should dollar cost averaging be monthly, or weekly? How should you invest in a stocks if you’re not dollar cost averaging into them? Why are her Geared ETFS not performing like she thought they would?

Jess sat down with Bryce and Ren to share what her portfolio looks like today and get these questions answered.

Chapters:

00:00:00 My Portfolio Check-In: What's Changed?

00:03:40 Buying A House Changed My Money Plan

00:05:20 My Portfolio Is Finally Taking Shape

00:06:30 I Swapped To Geared ETFs... Was It A Mistake?

00:10:00 How Do You Buy Individual Stocks?

00:12:43 Build Your Core Before Chasing Stock Picks