$46,732.09
By: Brandon Wang
Tags: Personal Finance, Money, Saving, Investing, Stock Market

My Investment Portfolio: A Complete Breakdown (As of 11/25/2020)

Total: $46,732.09

Fidelity Investment Accounts: $45,142.17

The largest portion of my portfolio consists of my investment accounts with Fidelity. My positions here include primarily index or mutual funds with only two individual stocks(Apple & Disney).

Fidelity 500 Index Fund(FXAIX) — $16,259.38

— $16,259.38 Fidelity Growth Fund(FDSVX) — $7,436.35

— $7,436.35 Apple(AAPL) — $4,645.20

— $4,645.20 Fidelity Total Market Fund(FSKAX) — $4,119.47

— $4,119.47 Fidelity Blue Chip Fund(FBGRX) — $3,679.59

— $3,679.59 Cash — $2,956.11

— $2,956.11 Fidelity Zero International Fund(FZILX) — $2,246.70

— $2,246.70 Fidelity U.S. Bond Fund(FXNAX) — $1,998.17

— $1,998.17 Fidelity Zero Total Market Fund(FZROX) — $1,057.30

— $1,057.30 Disney(DIS) — $743.90

Photo by Aleksi Räisä on Unsplash

Coinbase Cryptocurrency Wallet: $588.33

I do believe that cryptocurrency will have some sort of substantial influence in the future of the global monetary environment. Despite that, I don’t have confidence in my knowledge of cryptocurrencies so I only hold a very small position in my crypto wallet in Coinbase currently. There are also a few dollars in Stellar Lumens and Dai I got for free from a promotional offer in Coinbase.

Bitcoin(BTC) — $267.97

— $267.97 Ethereum(ETH) — $169.38

— $169.38 Litecoin(LTC) — $115.91

— $115.91 Stellar Lumens(XLM) — $29.05

— $29.05 Dai — $6.02

Photo by Austin Distel on Unsplash

Robinhood Investment Account: $579.93

My first investment account was actually with Robinhood that I opened up before I knew anything about the stock market or investing. My robinhood account is filled with stocks I had randomly gambled on a few years ago and never sold. There are also one or two stocks I gained from referrals as well.

Recently, I also put a little bit into Bitcoin(and Dogecoin as a joke) to see how trading cryptocurrencies on Robinhood works. It’s a pretty simple process as they allow you to put limit orders on crypto for free. Despite that, I don’t recommend trading crypto on Robinhood currently as they do not allow you access to your digital wallet so you would have to transfer it back to cash before you can withdraw it from your account.

Bitcoin(BTC) — $304.93

— $304.93 SPDR High Dividend ETF(SPYD) — $103.32

— $103.32 Glu Mobile(GLUU) — $47.65

— $47.65 Zix(ZIXI) — $35.80

— $35.80 Telefonica Brasil(VIV) — $26.24

— $26.24 ImmunoGen(IMGN) — $26.23

— $26.23 Kirkland(KIRK) — $15.48

— $15.48 Sotherly Hotels(SOHO) — $11.45

— $11.45 Dogecoin(DOGE) — $4.78

— $4.78 OPKO Health(OPK) — $3.95

— $3.95 Cash — $0.10

Photo by Lloyd Blunk on Unsplash

Webull Investment Account: $421.66

The entirety of my investments in Webull are individual positions that are kind of all over the place. This is due to the fact that I had received all of these stocks from some promotional offers from Webull(through referrals or deposit promotions).

Levi Strauss & Co.(LEVI) — $116.58

— $116.58 Zynga(ZNGA) — $71.73

— $71.73 HPE(HPE) — $67.50

— $67.50 UBS Group(UBS) — $58.52

— $58.52 Vonage Holdings(VG) — $38.70

— $38.70 Regions Financial(RF) — $31.60

— $31.60 Investors(ISBC) — $20.14

— $20.14 JetBlue Airways(JBLU) — $15.74

— $15.74 Cash — $1.15

My Future Goals for the Portfolio

My goal for the short term is pretty simple. I want to reach $100k. Each month I normally contribute anywhere between $2,000-$4,000 into my investment portfolio based on my expenses for the month.

Leave a comment if there’s anything else you’d like to know.

Happy investing!