The Investing Playbook I Wish I Knew 15 Years Ago
Published: 2025-08-28
Status:
Available
|
Analyzed
Published: 2025-08-28
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The stock market has historically averaged a 10% annual return over the past century.
"the stock market has grown by around 10% a year on average for the last 100 years."
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The stock market has historically averaged a 10% annual return over the long term.
"over the long term, the stock market has grown by around 10% a year."
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The 1031 exchange allows real estate investors to defer capital gains taxes on sold properties if the proceeds are reinvested into another property within a specified timeframe.
"the 1031 exchange, which says real estate investors can own a property for longer than a year, sell it for a big profit, and not pay any taxes, assuming that they go out and buy another piece of property."
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The speaker's personal investment portfolio is allocated in the following order of size: 1. Own business, 2. Physical real estate, 3. Stocks, 4. Speculative investments (startups and cryptocurrency), 5. Physical gold.
"My number one largest investment is my own business. That's briefs media. Number two, the second largest investment is into physical real estate. Number three, the third largest place for investment money is into stocks. Investment number four that I have is in speculative investments. ... And then number five is physical gold."
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The stock market has averaged a 10% annual return over the long term.
"And we know that over the long term, the stock market has grown by around 10% a year."
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The stock market has averaged a 10% annual return over the long term.
"And we know that over the long term, the stock market has grown by around 10% a year."
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The speaker invests in cryptocurrency as a speculative investment.
"And number two, the cryptocurrency that I invest in."
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The speaker views cryptocurrency as a speculative investment that could potentially lose all value without significantly impacting their overall financial situation.
"Cryptocurrencies I understand can go down to zero and it's not going to affect me."
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Real estate prices were at rock bottom following the 2008 financial crisis.
"And during that time, real estate prices were at rock bottom."
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Passive investment in real estate can be achieved through real estate funds, similar to stock market investing.
"But if you want to passively do that, there are funds out there on the internet where you can just invest your money like you would in the stock market. But instead of investing in the stocks on the stock market, you were getting exposure to real estate funds."
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The internet's growth has enabled passive investment in physical real estate through funds, utilizing strategies like 'Always Be Buying' (ABB).
"And now because of how fast the internet has been growing, there are opportunities for you to just follow something like ABB where you can invest every week or every few weeks into these funds and it can be completely passive for you while you're getting exposure to physical real estate."
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Real estate investors can benefit from tax breaks on rental income, leading to lower taxes.
"Because if I invest my money into real estate and I'm getting that cash flow year after year after year, I told you a little bit earlier that real estate allows you to make money from your rental income and then file tax breaks on that income. So, you qualify for lower taxes."
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The 1031 exchange allows real estate investors to defer taxes on profits from selling a property if they reinvest the proceeds into another property.
"The 1031 exchange, which says real estate investors can own a property for longer than a year, sell it for a big profit, and not pay any taxes, assuming that they go out and buy another piece of property."
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A 1.5% annual fee from a financial advisor on a $1,000/month investment over 30 years, with an 11% return, results in approximately $1.9 million. Without the fee and with a 10% return, the outcome would be $2.1-$2.2 million, highlighting a $200,000-$300,000 difference due to fees.
"Now, we have to take a look at how much money you're going to generate after fees. This will add up to around $1.9 million, which is pretty good. Now, if you invested your money yourself into the stock market and got a 10% average return on your money, well, you would have actually ended up with more because now you don't have to pay the one and a half% fee. You would have ended up with closer to 2.1 $2.2 million. But the $2 to $300,000 difference is what you were paying in fees."
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