My Portfolio vs the S&P 500 in 2021

Here's how my stock and index fund portfolio performed in 2021. We'll compare it to the S&P 500, which returned 28.7% including dividends.

My Portfolio includes AAPL, BAC, WFC, BRK.b, VTSAX, VEMAX, VFWAX, VSIAX, and VSMAX.

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-mevsp500
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-mevsp500
Stock Rover: https://robberger.com/go/stock-rover/yt-mevsp500
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-mevsp500

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-mevsp500
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-mevsp500
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-mevsp500
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-mevsp500
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-mevsp500

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-mevsp500
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-mevsp500
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-mevsp500
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-mevsp500
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-mevsp500

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Видео My Portfolio vs the S&P 500 in 2021 канала Rob Berger