I've received hundreds of emails from viewers asking me questions about their investments. They want to understand whether their investment portfolio is sound. While I'm not a financial advisor, I do believe do it yourself investors can evaluate their own portfolios with the help of some free tools.

In this video I walk through how I evaluate an investment portfolio. I could also be useful for those just starting to invest. I hope you find it helpful in your own investing journey.

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Video Resources
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Personal Capital: [ Ссылка ]
Portfolio Visualizer: [ Ссылка ]
Morningstar: [ Ссылка ]
Core Investment Options: [ Ссылка ]

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Investing Tools
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My Book (Retire Before Mom and Dad): [ Ссылка ]
Personal Capital (Investment Tracking, Retirement Planning): [ Ссылка ]-
New Retirement (Retirement Planner): [ Ссылка ]-
Stock Rover: [ Ссылка ]-
M1 Finance $30 Bonus (IRA & Taxable Accounts): [ Ссылка ]-

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): [ Ссылка ]-
Chase Sapphire Preferred (Travel): [ Ссылка ]-
U.S. Bank Visa Platinum (0%): [ Ссылка ]-
Axos Bank (High Yield Savings): [ Ссылка ]-
OnJuno (free checking): [ Ссылка ]-

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: [ Ссылка ]
2️⃣ How I Manage 28 Accounts in One App: [ Ссылка ]
3️⃣ 7-Step Financial Checkup: [ Ссылка ]

#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 ([ Ссылка ])

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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.

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