Skip to main

Posts & Investments - #my5xyz

#My5XYZ #Bonds I get all my exposure to bonds via my Vanguard Target Date 2050 fund in my Employer 401k. I'm planning on hopping on Treasury Direct and purchasing some I bonds this weekend before the end of the year so I can get that extra 1 year of credit. How do you get your exposure to bonds? What percentage do you aim for in your portfolio? Video:
#My5XYZ #BookRecs Anyone else getting a head start on New Year's Resolutions for 2022? If reading good books is your resolution for 2022 ... well then this video is for you - My 5 Book Recommendations 1. “Starting Point: How To Create Wealth That Lasts” - by Kevin L Matthews II 2. “The Simple Path to Wealth” by J L Collins https://See more
#My5XYZ #2021NotableNews Up next is my attempt at 5 things in the news that are worth paying attention to as we end 2021 and look to starting 2022. I've been investing since 2012 and I can personally tell you that the last 2 years of investing has been the most bizarre of my life. I survived my first bear market in 2020 and then essentially could do no wrong for most of 2020 and first half of 2021.See more
#My5XYZ #CyberSecurity Wednesday I talked about how we are creating a huge amount of data and raised the question of how is it being protectected and how has cloud computing changed the security needs. Today I talk about 4 companies within the Cyber Security space that I evaluated to decide whether or not I wanted to invest in them. Video: Pt 1: https://See more
#My5XYZ #CyberSecurityPt1 So I've made the decision to just upload one video a day rather than have a second mid day video that essentially cannibalizes the first on Wednesday and Friday. Today's video is regarding Cyber Security and why I think this is an important area from a basic security and investment standpoint. We are generating an unprecedented amount of digital data and how it is bought, sSee more
#My5XYZ #5GCommunications So I selected another area with a buzz word that I have heard a lot of but never took the time to actually understand what it is and what the future implications could be. Today's video is on 5G and I hope you pay attention to the additional part I added to my standard disclaimer. Be sure to question where your information is coming from - what is their background or skillsSee more
#My5XYZ #QuantumComputers So I have this week off and I decided to learn about things that I have zero clue about but have heard chatter about for some time now. This episode will be talking about Quantum Computers but the hope is that next few episodes in My 5 XYZ will walk you through some other interesting topics such as 5G, Cyber Security, and maybe AI. I am also exploring edge computing and IntSee more
#My5XYZ #Metaverse So this is my take on the Metaverse. I hope you watch it and take away something more than just the metaverse. When I do these videos I am trying to cover the topic at hand, but also sharing my thought process so that you can use what works from my approach for yourself and apply it to other areas of investing that you personally find interesting or promising. I have zero desire tSee more
#My5XYZ #Crypto So I am not a CFP or CPA and by no means an expert on Crypto, but I have made my fair share of rookie mistakes in Crypto. Feel free to watch and listen to my evolving understanding and fascination with Crypto. My mindset is shifting from seeing Crypto as a solely a digital form of currency and moving more towards a reimagation of the internet, decentraliized applications, and addressSee more
#DecryptingCrypto $SHIB So you are thinking about investing your hard earned money into $SHIB ... hopefully you are doing this because you believe in the project and not just hype ... unless you are swing trading. I bought the hype of $DOGE at $0.55 and averaged down to $0.38 ... so still in the red and still plan to hold this long term in the off chance it goes off and also in part to stick my nose iSee more
#My5XYZ 📹 This episode is on ETFs in my taxable individual brokerage account. I really do miss the old Public feeds before it was all crypto all the time ... it used to help me discover new companies to explore. Now it is just #ShibArmy all the time ... don't get me wrong I hold a little $SHIB , but I loved Public for the ability to discover new companies I never would have come across before w/ FideSee more
#My5XYZ Next up in the series is My 5 Dividend Stocks. This is by no means a buy or sell recommendation; simply a video on my thought process in picking some dividend stocks that I hold w/in my Roth IRA. I recently retooled my Roth IRA so that it is 1/3rd S&P500, 1/3rd REITs, and 1/3rd Dividend Stocks to see what the impact of specifically picking dividend stocks would have. Excited to see what theSee more
#My5XYZ Newest series will be on My 5 XYZ, where I cover 5 things within a category. My first episode for the series is My 5 New Investor Mistakes. Other topics I am planning to cover are My 5 Dividend Stocks, Stocks in my Taxable Account, Crypto, and who knows what else. Check it out here -
Own your future.
Build your portfolio.
Contact Us
Check the background of this firm on FINRA’s BrokerCheck.

© Copyright 2023 Public Holdings, Inc. All Rights Reserved.

Market data powered by Xignite.

Stocks and ETFs.
Brokerage services for US-listed, registered securities are offered to self-directed customers by Open to the Public Investing, Inc. (“Open to the Public Investing”), a registered broker-dealer and member of FINRA & SIPC. Additional information about your broker can be found by clicking here. Open to Public Investing is a wholly-owned subsidiary of Public Holdings, Inc. (“Public Holdings”). This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Open to the Public Investing is not registered. Securities products offered by Open to the Public Investing are not FDIC insured. Apex Clearing Corporation, our clearing firm, has additional insurance coverage in excess of the regular SIPC limits. Additional information can be found here.

Alternative Assets.
Brokerage services for alternative assets available on Public are offered by Dalmore Group, LLC (“Dalmore”), member of FINRA & SIPC. “Alternative assets,” as the term is used at Public, are equity securities that have been issued pursuant to Regulation A of the Securities Act of 1933 (as amended) (“Regulation A”). This content is not investment advice. These investments are speculative, involve substantial risks (including illiquidity and loss of principal), and are not FDIC or SIPC insured. Alternative Assets purchased on the Public platform are not held in an Open to the Public Investing brokerage account and are self-custodied by the purchaser. The issuers of these securities may be an affiliate of Public, and Public (or an affiliate) may earn fees when you purchase or sell Alternative Assets. For more information on risks and conflicts of interest, see these disclosures.
An affiliate of Public may be “testing the waters” and considering making an offering of securities under Tier 2 of Regulation A. No money or other consideration is being solicited and, if sent in response, will not be accepted. No offer to buy securities can be accepted, and no part of the purchase price can be received, until an offering statement filed with the SEC has been qualified by the SEC. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification by the SEC or as stated in the offering materials relating to an investment opportunity, as applicable. An indication of interest to purchase securities involves no obligation or commitment of any kind.

Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Public Crypto LLC. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading: Legal Disclosures, Apex Crypto.

U.S. Treasuries (“T-Bill“) investing services on the Public Platform are offered by Jiko Securities, Inc. (“JSI”), a registered broker-dealer and member of FINRA & SIPC. See JSI’s FINRA BrokerCheck and Form CRS for further information. When you enable T-Bill investing on the Public platform, you open a separate brokerage account with JSI (the “Treasury Account“).

JSI uses funds from your Treasury Account to purchase T-bills in increments of $100 “par value” (the T-bill’s value at maturity). T-bills are purchased at a discount to the par value and the T-bill’s yield represents the difference in price between the “par value” and the “discount price.” Aggregate funds in your Treasury Account in excess of the T-bill purchases will remain in your Treasury Account as cash. The value of T-bills fluctuate and investors may receive more or less than their original investments if sold prior to maturity. T-bills are subject to price change and availability - yield is subject to change. Past performance is not indicative of future performance. Investments in T-bills involve a variety of risks, including credit risk, interest rate risk, and liquidity risk. As a general rule, the price of a T-bills moves inversely to changes in interest rates. See Jiko U.S. Treasuries Risk Disclosures for further details.

Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value.Banking services and bank accounts are offered by Jiko Bank, a division of Mid-Central National Bank, Member FDIC. Such banking services and accounts are subject to transaction dollar amount and/or frequency limitations set forth in the Jiko Bank Account Limitations Disclosures.

JSI and Jiko Bank are not affiliated with Public Holdings, Inc. (“Public”) or any of its subsidiaries. None of these entities provide legal, tax, or accounting advice. You should consult your legal, tax, or financial advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any investment strategy.

Commission-free trading of stocks and ETFs refers to $0 commissions for Open to the Public Investing self-directed individual cash brokerage accounts that trade the U.S.-listed, registered securities electronically during the Regular Trading Hours. Keep in mind that other fees such as regulatory fees, Premium subscription fees, commissions on trades during extended trading hours, wire transfer fees, and paper statement fees may apply to your brokerage account. Please see Open to the Public Investing’s Fee Schedule to learn more.

Fractional shares are illiquid outside of Public and not transferable. For a complete explanation of conditions, restrictions and limitations associated with fractional shares, see our Fractional Share Disclosure to learn more.

All investments involve the risk of loss and the past performance of a security or a financial product does not guarantee future results or returns.