Robinhood was purchased, and the creator made a separate video discussing it on their smaller channel.
Source Post
I Bought High-Yield ETFs & Growth Stocks — Here's What Happened
The creator reviews their portfolio as a 28-year-old growth and hybrid investor, focusing on weekly and monthly dividends for passive income. Despite a recent downturn where the portfolio is down 10% compared to the market's 4%, the creator highlights both strong performers like ENB and ET, and underperformers like AGQ and Zscaler. They discuss recent buys including Trinity Capital, Capital Southwest (CSWC), NUKX, Robinhood, Weapon, and ISBG, expressing optimism for their long-term potential, especially in sectors like AI and nuclear energy.
Linked Mentions
Tickers discussed in this post
NUKX, a nuclear sector ETF, was recently purchased with high hopes due to the creator's belief in the sector's future, especially for fueling AI.
Capital Southwest (CSWC) is a BDC with a 12% yield, similar to Trinity Capital but considered slightly safer, and has performed well due to dividend payouts.
Trinity Capital, a BDC with a 14% yield, was recently purchased for $500, with a focus on AI-based companies.
NNN is mentioned as part of the creator's mixed portfolio holdings.
EPR is listed as one of the holdings in the creator's diverse portfolio.
NIO is mentioned as being present in the portfolio, with the creator noting they have a lot of NIO shares further down.
QQQM is listed as one of the ETFs in the creator's portfolio, part of their growth-oriented holdings.
Main Street Capital is a top performer, up 36% total return ($543 gain) with a 20.5% price gain and 15.51% from dividends, despite a recent fall.
Energy Transfer (ET) has been a massive winner, up 157% on a small initial investment, with a dividend yield of almost 7%.
Enbridge (ENB) is a significant holding, up 73% in price gain and an additional 16.6% from dividends, resulting in a total return of nearly 90%.
Coinbase (COII is mentioned, likely a typo for COIN) was negatively impacted by the crypto crash, contributing to losses in the creator's portfolio.
CrowdStrike is mentioned as one of the creator's favorites within the cybersecurity sector, where they have averaged down despite recent pullbacks.
Zscaler is identified as a poor performer in the portfolio, down 45%, with the creator noting that cybersecurity stocks have generally pulled back.