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well folks it's time to talk about my portfolio and we're going to start off by saying sorry to all the weenie baby losers who like to say oh kevin sold at the bottom and bought at the top that's not what the chart says because see if you go over here to the qqq this is your technology index for the weenie babies you'll see that i actually sold right here january 21st at market open yeah it was a red day missed the big old bottom over here missed the deeper bottom over here and we're still lower today than where i sold in fact in this video i'm going to tell you exactly how much money i saved by selling and how i'm getting back in the market my strategy in terms of why this is perfect for a really big opportunity i have coming up but before we get into that i just quickly want to shout out our sponsor extra if you want to build your credit without having a credit card make sure to go to medkevin.com extra to learn more about how you could have a debit card that almost acts like a credit card except they reimburse themselves next business day with the money that you've linked from an existing bank account that you have you don't even need to make a new bank account and boom and they report balances paid off to the credit bureaus and guess what your credit has the shot of going up because now you're showing balances paid despite not even having a credit card learn more by going to medkevin.com extra okay look you all know this i am long bullish okay i have always told you though that if i were to sell or short i would be transparent about it every single course member knew exactly what my plan was as soon as i finished coming up with my plan which was within 30 minutes i was live here's my entire plan all of my notes for it what i'm doing why i'm doing it and the very next day i made this public on youtube i fully and transparently told everyone i am sitting out the market probably until march 16th oh wow it's march 4th and i'm already starting to get back in the market as promised once i believe that the federal reserve starts you turning or there's a catalyst for a fed u-turn because if you recall the news we got on january 5th from the december 16th fed meeting was a disaster in fact you could look it up you could see the panic in my face i just wish i realized it on january 5th and not on january 21st it took me two weeks to realize this and put this all together my fault oh well i made a mistake but boy oh boy look this video up from january 5th on youtube meet kevin worst report yet federal reserve watch that and you will see a piece of history right there for this channel on what it's like to see data change in front of your eyes and what you probably want to react negatively or bearishly to now some people call me a flip-flopper that's okay at least i'm a transparent flip-flopper and i'll tell you about it so let's talk about the facts the facts are i first and foremost highly encourage and i specifically talk about this in the path to wealth course which is a new course that i released you can check out a coupon code in the description prices did just go up a little bit as they always do they go up over time but in this program i talk a lot about how you should not be picking stocks until you've done the following no consumer debt you have a high paying job we talk about how to get a higher paying job we talk about how to get out of debt talk about how to get your first house we talk about how to max your retirement accounts talk about how to negotiate better pay and we talk about diversifying your portfolio and see number five is the most important now well i can't give you personal financial advice because i don't know your situation even if i did i'm not a financial advisor diversifying is so critical i really don't think you should be picking stocks maybe other than like qq and spy throw up some fibonacci lines and play the fib game seriously it's not that hard you want to jump over here you want to play the fib game copy mine on the qqq you want the spy pause the video okay go copy him off of here no problem and throw make sure you throw in 430 on the spy as well because that's another spot spy likes to hang out at okay but diversify your portfolio into these bigger sort of funds before you start picking stocks see some folks they like to look at my stock portfolio and they forget that i'm diversified thanks to real estate and that's a big thing that people forget is that because i buy wedge deals and half of my portfolio is in real estate i'm buying real estate deals below market value insulating myself with real estate and credit lines i've got so much access to capital through real estate that i can afford to take more risks than other individuals and so when you look at my portfolio and you hear some of the things that i've been investing in yeah some of them worked out well some didn't work out that well but i took that risk knowing what the risk was and when i decided to make a move i told you about it and that's the only thing i can promise is that i'll tell you about it so here's the fact had i not sold tesla i would have been down nearly an additional three million dollars had i not sold matterport i would have been down almost another million dollars had i now sold a firm i would have been down another seven hundred thousand dollars had i not sold paypal i would have been down well paypal square and some others i would have been down another million dollars i would have been down another five to six million dollars had i not sold fortunately because i sold more than 30 days ago i can now re-buy these stocks at substantial and massive discounts avoiding five to six million dollars of losses and walking back into the market where the fed is beginning to u-turn now some people like to say oh you just got lucky because of war no if there wasn't a war we would have had a federal reserve rug poll and we would probably force the recession to fight this insane inflation that we're fighting of course the fed has become more dovish but quite frankly we've talked about that in other videos and even this morning we talked about the new reality of the wage price spiral which is a really important video that you should check out it's actually titled good news extremely good news you should watch that video if you have not yet but let's make this clear talking or taking into account taxes and the money that i would have lost everything considered selling saved me five million dollars and i'm already considering taxes people like to say that oh well what about all the taxes you gotta pay i had lots of gains but i also had some short-term losses that i was able to wash a lot of gains out with i will be paying some taxes but it's okay because i saved a whole lot more than i will have to pay in taxes and so there are a few great opportunities that came out of this first obviously i say five to six million dollars two i bought the dip on february 24th and i'll show some numbers on this and i made about seven hundred thousand dollars from buying that dip i also now have cleansed my stocks of taxable gains and losses that have already been washed for 30 days why is this beautiful because now it gives me the opportunity to invest in other opportunities without having to be worried about taxable gains you know how sometimes you're like oh my gosh like there's an opportunity or maybe you're not i mean it depends sometimes a lot of times i see people they're like oh man i really want to invest i don't know just an example a hundred thousand dollars into that startup or into that new company or into you know whatever right but i don't really want to sell this because i'll have to pay taxes i don't have to think like that anymore i got a little fresh restart here and that works really great because i'm launching something and we're not 100 certain exactly how we're going to set this up yet but i'm launching something that you could learn more about by going to met kevin.com slash series a check this out throw your information on this the first people who are going to be able to invest in this are going to be course members so course members are going to get the first shot at investing in this and then the uh second set of people who are going to be able to invest are going to be people who fill out the their information on the sheet it's not a mailing list don't worry it's not like i'm going to spam you five times a week or whatever honestly we haven't sent a single email to anybody on that list so throw your information here metkevin.com series a if you want to learn more course members will be able to potentially invest in this first and then we'll move on to other folks on this sheet but the cool thing is now that i've washed my larger portfolio my stock portfolio of taxes and now i could throw my entire portfolio if i want into this new opportunity which i think is absolutely going to be amazing once we determine exactly our strategy and how we're going to structure what we're doing so i'm really excited about that that's a big benefit so not only did i prevent lots of losses not only did i make money buying the dip but now because i've cleansed my portfolio of gains and losses in 30 days have gone by and prices are lower now i can buy back in lower and i have the opportunity to go shopping with this new opportunity if i want and so now for before i show some pictures here of my portfolio please cover your children's ears because there's been something that i've been wanting to say to all the people who think i'm just a flip-flopping speculating traitor [ __ ] you i just saved over five to six million dollars so suck it but look that doesn't mean i escaped unscathed and rebuilding is the hard part repositioning in this market where the spy is down 10 this year qqq's down 16 arc is down 37.9 just this year alone all before you know the feds started u-turning we've got war we've got china slowing down we've got disasters every freaking where what do we do now and this is the hard part but before i show the hard part let me go ahead and show my portfolio or the jpmorgan return sheet here just so you could see it yourself this is on my jpmorgan account and i'll show my weeble here in just a second as well it shows you my return compared to the s p 500 you can see since the end of 2020 i've been kicking the s ps but uh actually i think this goes back to about the mid no it goes back to october 14th 2020 there we go uh and so in this account i've been kicking the s p's butt uh doubling it but you can see it's really volatile like the s p is flat but look the last time i did a portfolio video was kind of uh more where the portfolio i'm going to show that in just a sec more like around there november 30th see november 30th here i mean my portfolio was beating the s p by like a hundred and thirty i'm sorry by well it was a hundred and thirteen percent the s p was up thirty percent right thirty three percent and then it went down to sixty percent versus the twenty seven percent on sap so like that huge hump there that hurt that was a big old l like looking back i wish i sold then i still came out ahead with gains great gains i have taxable gains for 2022 taxable gains for 2021.
i'm gonna be paying taxes hey but i'm okay with that i wish i again i had sold at the top but you know what hindsight's 20 20. and it sucks and now we're at a crappy market but i'm in it with you i'm about 70 in the market right now take a look at this uh this is uh money that is just in my jpm account so in total we'll look at my portfolio in just a moment but it's probably sitting somewhere around 22 23 for like crypto and and other assets and other investments not including real estate but if you look at this obviously today was a red day it's down about almost about one percent or so so somewhere around 166 000 and uh you can see though i'm up 755 thousand dollars that actually doesn't even include my uh my gain on gold which was about seventy thousand dollars but uh this is just money that i put in the market uh over the let's see of 16.7 about 6.1 in this account is cash so it's about 10.6 million dollars that's in right now in this account and it's up about 755k this was money that had mostly the most of this money went into the market on feb 24th which was the beginning of the invasion that day one tesla was like 700 so that was i think well played so i i know people are always gonna say yeah you just get lucky like all right whatever man i'm tired of this crap you always hear this kind of crap uh and then i do want to just show the weeble account here because i promised i would look i really underperformed there uh between february uh and then that the bottom there that dead bottom is uh may of 2021 that was terrible and you could see the explosion uh and then i did a brokerage transfer and stuff of of some of the portfolio transferred some money out prices also went down really fast it was crazy there on the right side but anyway you can see the trading p l down there 1.3 mil like hey i'll take it you know i uh p l 1.3 uh i i wish it were more it was more at one point it was like two and a half at one point but you know it's kind of like going to vegas and you're up money and it's like oh man but my stack used to be so much bigger yeah well it ain't it ain't so you can't really think like that so uh okay let me show you uh my portfolio i think the only thing missing on this is a couple call options and then what i'll do is i want to talk a little bit about strategy going forward just briefly but uh here's just an update we've got uh tesla here at 79 69 shares nvidia 7000 shares goog 406 and face 15 000 disney 2000 amc 2100 see unlike other people i actually follow through with my promises and if i say i'm going to keep a stock for a year i'm going to keep a stock for a year that's amc i've got a little sexy trade going on we got some affirms some matterport here i am actually short some treasuries here so this is a this is actually a short position then we've got a little bit of ada and if we kind of compare this to cash available and the portfolio it puts me about 70 in the market about 6.6 cash ready to go so 22.4 in equities crypto and some of this is in other things like uh private investments uh coin actually no what is it uh yeah we've got a little bit over here in public some retirement accounts some money that i invested in private equity in public or block fire things like that so then we've got net worth and real estate just net worth in general here which has obviously moved a bit but hey even if i sold at top i would have paid 50 in taxes uh so you know this is this i think was like 42 now it's like 33.
so i was like ah dang it there goes nine mil but again even if i sold at the top half of that would have gone to taxes so it's a difference of like four and a half whereas now i've cleansed a lot of taxes which is really cool uh and uh yeah yeah this just gives you a transparent update on what's going on oh it does look like on the sheet here for some reason disney's not actually populating as a value so i have to put that in there so that changes you know about 300k or whatever but okay i need to finish updating that spreadsheet anywho this spreadsheet is also available to all the course members and do make sure to check out extra go to mackevin.com extra oh and i just realized i forgot to say what my plans are going forward i do want to be very transparent about this i actually think we're probably gonna be in the sideways weird trading market for quite a while so selling two to three week calls okay premium for those of you who made it to the end of the video like freebie on us here okay like i don't think we're going to the moon anytime really soon here uh you know and it wouldn't go like a hundred percent like oh i sold all my positions with covered calls or whatever like no no uh but the premiums are insane and you should be a seller of options in this kind of market not financial advice if you like the way i think remember medkevin.com series a all right thanks so much folks bye
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