ROOT is listed as a holding with a gain, contributing positively to the portfolio's overall performance.
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Wealth simple fees 🥀 #investing #stocks #finance
Nov 23, 2025
The creator discusses investing $3,000 for his sister, detailing the current portfolio performance and explaining that the losses are primarily due to currency conversion fees when buying US stocks as a Canadian investor, rather than poor stock selection. He emphasizes his sister's preference for medium to high-risk investments and his strategy of picking individual stocks over ETFs.
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ONDS is listed as a holding with a gain, partially offsetting losses in other positions.
TEM is listed as a holding with a loss, impacting the portfolio's performance.
NBIS is listed as a holding with a minor loss, affecting the portfolio's overall performance.
Meta is shown as a holding with a small loss, contributing to the overall portfolio performance.
HIMS is listed as a holding with a loss, impacting the portfolio's performance.
BMRN is listed as a holding with a significant loss, contributing to the overall portfolio decline.
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