These YouTubers Show Us Their Investment Portfolio

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Graham Stephen

Graham’s revealed his whopping 6 million dollar investment portfolio this past November. In the video he runs acknowledges the largest part of his portfolio, real-estate. Being a real-estate agent by trade, it only makes sense that this is his largest holding. In the video, he walks through a high-level description of each property purchase. If you are interested in this sort of investing, this channel is for you. Being an overall personal finance junkie, however, Graham also holds investments in cash and T-bills as well as some money in the stock market. Something to note: since this video he has announced the purchase of another property so we can safely assume that the cash to property ratio has shifted. Here is the portfolio:

  • 4 Million Real-Estate (single and multi-family rentals)
  • 1.850 Million Cash and Treasury Bills
  • 100 Thousand S&P 500 Index, Total Market Index

Nate O’Brien

In this video we don’t get the nitty-gritty details however, Nate does share his percentage breakdown. Of course, this is the most important part of investing but it is always interesting to find out actual numbers. Nevertheless, Nate shows us a more diversified portfolio than his fellow YouTubers. His portfolio breakdown is as follows:

  • 31% S&P 500 Index
  • 28% High-Interest Savings
  • 27% Individual Stocks
  • 8% Total Bond Portfolio
  • 6% Precious Metals, Collectables, Crypto

Particia Bright @TheBreakPlatform

This channel has really blown up and it is easy to see why. Patricia shows us her 1 million + investment portfolio. Although she is based out the U.K., investment principle remains largely the same and we think her videos are great for anyone just starting out. The amount she holds in cash is being held for investing in her business and the amount is not specified. The rest of her portfolio looks a little something like this:

  • 1-1.2 Million in Real Estate
  • 100 Thousand in Mutual Funds and Index Funds
  • Business Capital – ??