What is best performing stock
My Top 5 Best Performing Stock Investments Of 2020
hey everyone this is stefan james from
project life mastery today i'm going to
share with you my top
five investments i'm going to log inside
my stock
brokerage account and share with you the
top five stocks
that i own and have performed the best i
thought it'd be fun and educational
especially if you're a brand new
investor that's considering investing in
the stock market
i thought it'd be beneficial for you to
see a more experienced investor
the investments that i own and how well
they've done to show you what's possible
by investing in the stock market
i've been investing for many years now
i've done really well overall my
portfolio is
up however i don't want to paint a
picture to say that everything i've
invested in has done well because that's
not true
part of being an investor is to
understand what your tolerance your
threshold for risk is
and and you understand that when you're
investing in certain companies
now i have a very diversified portfolio
and so as the market has recovered to
where it is now
i've done really well especially because
i was able to invest a lot when the
market crashed back in march
um but also there are some investments
that i own that haven't recovered yet
you know some sectors and industries
have been hit hard
due to the recession that we're in so
for example you know i own quite a lot
of stock in the financial market
bank stocks and credit cards and a
variety of stocks like that that haven't
fully recovered
i also own some stocks in the oil and
the energy market
which also has been very volatile i own
stocks
in cannabis that also hasn't done as
well
lately with everything that's been going
on and also some real estate investment
trusts
to owning commercial real estate such as
retail shopping outlets and malls
but as a long-term investor i'm not that
rattled
in the short term i follow the advice of
warren buffett the greatest investor of
all time he says that if you're not
gonna
if you're not willing to own a company
own a stock
for at least 10 years then don't even
think about owning it for 10 minutes
you know so the investments that i have
they're carefully thought through
and their companies i've invested in
that i understand in the short term
they'll be ups and downs
but over the long term 10 years 20 years
30 years
i believe that my investments will pay
off now that's not to say that some of
them
might not do well even over the long
term that's part of the risk of being an
investor but
as long as you win more than you lose
that's the most
important thing so diversification is
key
uh what i'm going to share with you are
my top performing stocks
and with what i share with you right now
understand the price can change in any
moment so
depending on the day that i release this
at it might be worth more it might be
worth less
i'm not as much concerned with the value
and what they're selling at or priced at
right now because again i'm holding them
over the long term
and i have no intention of selling these
in the short term but if you're an
investor you're looking for some ideas
i want to invite you to explore some of
these investments
but you do got to understand where
you're at and what your goals are
your threshold and tolerance for risk
how much cash flow you have
you know what i'm providing for you here
is not investment advice for you you
have to
do your own research you have to make
your own due diligence and be
responsible for your own decision so
that doesn't substitute just because i
share this with you doesn't mean that
you should go and buy
these companies you got to make that own
decision for yourself and understand and
learn a little bit more about
investing with that being said let me
log into my brokerage account
and share with you my screen and we'll
dive in so the first investment that i
want to share with you that's performed
the best
is the company tesla so tesla is the
electronic vehicle manufacturer
they are fairly diversified in getting
into different industries such as solar
and a few others but
i really love the company i'm very
bullish on electronic vehicles on
autonomous cars
i love the ceo elon musk who
i think is a genius but if you look here
in my brokerage account the the
brokerage account that i'm using right
now is called interactive brokers
wouldn't honestly be the number one one
that i'd recommend to you
uh depends on where you live and i'll
link below in the description of this
video to a few that i can recommend
and even some that have promotions right
now where they're giving away some free
stocks
just for signing up for an account so if
you're brand new check out the
description below
but right now you can see that tesla is
trading at 1
515 which is actually
overflated um the value of this is worth
more this is trading at more than what
tesla's being valued at
and this is one of the challenges if
you're a fundamental value investor and
you look at the fundamentals and
evaluate a business is that a lot of
these technology companies
are overpriced in fact even elon musk
the ceo said
that in his opinion elon musk is
overvalued right now so
that's one of the challenges with a
company like tesla and especially
because they've blown up over the last
month
and really so far this year they've just
continued to
go on this incredible run and some
people you know say that it's a bubble
that it's going to burst and it's going
to kind of correct itself which might be
true so depending on when i release this
video
it's probably gonna be trading at a
different price could be more could be
less
but either way this investment's done
really well for me so if we look here
at the cost basis the cost basis is how
much i've invested how much i put in
to buy tesla i've invested 26 000
now the average price of what i've
invested at because i have bought in at
different times
okay i think i bought in to tesla maybe
a year and a half ago maybe maybe a year
and a half ago or so and i've
bought in at different times uh as the
months and the years have gone by but
um the average price is 300 333.29
so obviously now it's trading at 1515.
the value has gone up quite uh
significantly i own 78 shares
and the total market value is
117 739
so my 26 000 investment has gone up by
92 000 pretty incredible
um hopefully it continues to go up i
believe that it will because i'm a
long-term investor and i'm very bullish
on this company but
i wouldn't be surprised if it there is
some sort of correction
in the near term uh but over the long
term i love the company and i believe in
it i believe that it's going to be worth
more than the 1500 bucks i think it'll
be
worth 3 000 a share and beyond that in
the next 10 years or so
so when it says unrealized pnl
profit loss that just means that i i
you know this 92 000 is not my money yet
because you only make money when you
sell
right so if i sell this then this
becomes a realized
profit and loss a realized profit or
gain and that's when it'll show up here
if i sell it
so right now the price will go up and
fluctuate
but once i sell it that's when it
becomes realized in which case you got
to pay the taxes
on the money that you make now the daily
profit loss is just how much it's gone
up or down in the day so today it's gone
about
1.6 percent about 15 16
and that's based on how many shares that
i have about sixteen hundred dollars
that has gone up so
done really well tesla i like the
company long term i mean if you look at
the chart
here let's just look over the last year
i mean it's pretty incredible i remember
buying in
you know when it was 500 bucks 600 bucks
but again
back when it was 300 200 it's just
pretty incredible how well the company
is done
um but again it can change at any moment
but as a long-term investor
i'm okay with that in fact i want it to
go down because if it goes down that i
could buy more at a cheaper price
and i usually as an investor i like to
buy on the dips
if it does go down i'll buy some more
and if not i'll just continue to ride it
now as an investor one thing that you
can do
uh my mindset my goals are not to sell
in the short term
and the reason being is because i don't
need the money in the short term i've
got businesses that already provide
great cash flow and depending on your
age and what your goals are
you know that's going to determine when
you're going to sell so this is a
company i'm going to hold over the long
run
10 years 20 years 30 years as you get
older
and especially as you're approaching
retirement you want to start to get
income from your investments and so in
that case you might sell
or move your money into more
dividend-paying stocks that can provide
income for you
now companies like tesla and some of the
other tech ones might eventually
pay out dividends and so i might just
keep the company forever
if it eventually starts paying no
dividends and it can align with the
goals that i have when i close
you know near my retirement but when
you're a young investor like myself i'm
in my 30s and depending on your age
you don't need dividends dividends like
a company like tesla you don't want as a
shareholder for them to pay dividends
you want them to reinvest all their
profits back into the business to grow
so this is a growth stock um i'll make
more money and get my money eventually
when i sell it
right as as the the the gains go up with
it
but a company like tesla and the reason
why a lot of tech companies don't pay
dividends is they want to grow and a
company like tesla they're trying to get
market share as fast as possible
out of the automobile industry and by
paying out dividends to investors that's
going to slow down that growth and
affect it being able to
you know become the biggest car
manufacturer in the world which right
now
at the value it is um but that's kind of
the mindset
you know when you're younger versus when
you're older you might want to invest
in in companies that are not as growth
focused but more
stabilized and can provide that income
the dividends for you so
that's my mindset is eventually i will
sell it unless it starts paying
dividends or unless there's a better
company that i can buy
over the long run so that's my first
investment that i'd share with you
let's dive into the next one my second
top performing investment
is the company shopify so shopify is
canadian company
it's the ecommerce platform it's a
company that i'm pretty familiar with
one common piece of investing advice
from warren buffett is to invest in what
you know
and so a lot of these tech companies a
company like shopify i'm pretty familiar
with i've sold on shopify i use shopify
for my business
i educate people on youtube and
entrepreneurs how to build their
business using shopify and
e-commerce platforms like amazon so i'm
pretty familiar with the business
i also know the long-term where
e-commerce is going and the
opportunities that it provides and i'm
very bullish
on companies like shopify so i love
shopify
really well managed great great company
and right now you can see my brokerage
account i'll share with you
two two different um uh uh
two different markets that i own shopify
on this is the u.s market the new york
stock exchange
but i also own shopify on the toronto
stock exchange so i do own it on two
different markets
so you can see right now that shopify is
currently trading at nine hundred and
seventy dollars
and if you look here at the cost basis
i've invested forty six thousand
hundred 800 the average price is 362
so as you can see 362 bucks is what i
spent on average
and now it's 970 bucks here on the new
york stock exchange
i have 129 shares the current market
value of my investment
is 125 000 273
125 273
sometimes i get lost with the big
numbers but as you can see here the
unrealized profit lost is 78 000
the daily profit just today of it going
up point sixteen percent
a dollar fifty five is three hundred and
eighty seven dollars i haven't sold this
yet
keeping it over the long run now one
thing that i could do as an investor you
could consider this as well
is i could sell what i've put in so i
could sell
46 800 worth of my shares
and get my initial investment back that
way i've got no risk
i'm only leaving the money that i've
made the 78 thousand dollars
so that's something that you can
consider if you want to completely
remove your risk
however in my case i don't need the
money i'm more than happy to leave it in
i and i would buy these companies that
i'm sharing with you i'd buy them today
at the current trading price because as
a long-term investor i believe that
they're going to be worth a lot more
over the long run so
uh this is the the the shopify that i
own here on
the u.s exchange and let me share with
you here
on uh
i'll share with you my shares on the
toronto stock exchange
okay so this is my position of shopify
on the toronto stock exchange this is in
canadian dollars
and so uh the current value in canadian
dollars is 1
325 bucks and uh the cost basis of what
i put in is 28 000
i have 45 shares average price that i
bought at is 621 dollars
current market value is 59 597.
unrealized profit loss is 31 000 so
collectively it ends up being i think
over a hundred thousand dollars so
shopify i love love the company it is
again
overvalued i guess you could say in
terms of what it's trading at but
welcome to technology stocks and
investing let's move on to the third
company the third top performing
investment is the company
amazon amazon one of the biggest
companies in the world
a company that i believe in that i sell
on that i promote and share with you
guys here on my youtube channel my
podcast
uh jeff bezos the founder of amazon
incredible entrepreneur
but what amazon has been doing and how
much they've been growing has been
pretty incredible
as the world has been transitioning to
e-commerce and buying
online and especially with a lot of
traditional retail stores being closed
down and especially what's been
happening
with covet 19 and how it's just been
wiping out a lot of
traditional retailers and more and more
people are getting accustomed to buying
online
with amazon for example but also how
much amazon
has been growing internationally has
been incredible so obviously amazon
is huge in the united states i didn't
realize how big amazon was as a canadian
because amazon's not as popular in
canada but
when you go down to the us and when you
go to whole foods which is a company
that amazon bought and you just see how
much more convenient and easy it is to
buy on amazon and so
that's the that's the trajectory of
online retail
of of the world of where we're going
with it and amazon has benefited
tremendously as well as all the other
companies that i've shared
with what's been happening with kova 19.
so again amazon is a company that
is um grown tremendously you could also
argue
is overvalued but the current price is
three thousand
eighty dollars incredible i mean i
remember just
i think a few months it goes at 2500
bucks you know around there it's just
continued to go up
and if you see here i've invested a
hundred and thirteen thousand dollars so
it's one of the top investments i've put
the most
some of the most money in it's not my
the one that i put the most in there are
some other ones that have put in
hundreds of thousands more but
i wish i could own more of amazon and
all these companies
that i've shared with you and i'll
continue to increase my positions over
time especially as there's
dips in them but the average price i
bought at is 1
796 i have 63 shares
the current market value is a hundred
and ninety three thousand
eight hundred and twenty dollars my
unrealized profit
is eighty thousand dollars now one thing
that's just incredible though too
i mean just look how much amazon's grown
here by the chart but
jeff bezos he became the richest man in
the world
okay he went through a divorce i think
that was a year or two ago
and he lost half of his net worth to his
wife
and so here he was the richest man in
the world got a divorce
lost half of his net worth because his
wife you know as part of the split
got half of that so now he's no longer
the richest man he's still a
multi-billionaire
but now today and i think a year or two
since his divorce
he's back up to being the richest man in
the world
that's just mind-blowing the fact that
you can lose half your net worth
billions of dollars and now today i
think he's worth like 127 billion
dollars or something crazy like that but
it's just mind-blowing um so anyways
that's amazon i'm familiar with amazon
sell on amazon share amazon
and so i i'm very familiar with the
platform and that's again rings true to
what i've shared is investing what you
know and i'd
also tell you guys that being a business
owner
being an entrepreneur has helped me
tremendously as an investor i think
some people ask how can i learn more
about investing i think one of the best
ways to learn is to have your own
business
because you have your own business you
start to learn accounting you start to
learn marketing you start to learn
operations you start to learn about
management you like start to learn all
these
things that help you be able to evaluate
companies and
be more effective as an investor so
that's amazon great company
love them over the long run i think
they're going to be worth so much more
in the future
but it's a company that i'm going to
continue to hold over the long run let's
move on to number four
the fourth investment that i have that's
performed well for me is the vanguard
s p 500 etf an etf is known as an
exchange traded fund
uh often when you're first starting out
as an investor if you watch some of my
other investing videos i've always
recommended if you're brand new
to invest in etfs an etf allows you to
own a group
of companies a group of stocks and
provides diversification
and minimizes your risk so for example
the s p
500 the standard poor 500 are the top
500 companies in the united states
by owning this one etf i get to own a
piece a small piece
of each of the top 500 companies in the
united states
that provides broad diversification
because i get to own many different
sectors
i get to be involved in health care in
technology and financials
uh to be involved in consumer goods and
energy
and retail in a variety of different
sectors and
owning a variety of different companies
and uh if one company doesn't do well if
one company goes bankrupt
my investment is still good and this is
kind of known as
known as owning the market essentially a
lot of people they they kind of measure
things based on the s p 500 or the dow
and so this one individual etf and by
the way i love vanguard because
it's founded by jack bogle great
investor it's got some great books
but they have some of the lowest fees
for index funds
i don't know what the exact fee of this
one is it doesn't show me right now but
i think it's about point 10
or something like that and i like etfs a
lot more than mutual funds
uh mutual funds have been really dying
off lately because most
mutual fund managers are not able to to
beat the market they're not able to beat
the s p 500
over the long term and so when you have
an active manager of a mutual fund
there's higher fees associated with that
versus an etf
because there's no active management
involved in it it's passive
they have much lower fees um so the fees
of the vanguard one is very very low
that's probably the best one out there
for that uh now the current trading
price is 293 dollars
you can see that i've this is one of my
top investments because i've always
as a staple own the s p 500 but there's
some other ones as well that i like
with vanguard um vt and vti
are the the symbols for them that's the
total stock market and also the whole
world
and so there's an etf you can own the
biggest companies in the entire world
or you can own the total market
including
what are known as a small cap and medium
cap stocks
these are the s p 500 are large cap
stocks a large cap stock is anything
that has a value
of over 10 billion dollars so anyways
i've invested 246 000
average price that i bought at is 256
958 shares
the current value is 281 thousand so
this one's done well it's not
significant um you know 37 000 not as
high as some of the other ones
but one thing that i love about the you
know the etf like this is i also get a
dividend from it so the other companies
i've shared with you don't pay dividends
uh the yield of the dividend of this is
1.9 percent
and that's about a dollar 35 per share
so i also get an income
from this and that's on what is called a
drip a drip is a dividend
reinvestment plan that you can set up in
your brokerage account which means that
every quarter when they pay out a
dividend
automatically it'll go to repurchase
more shares at whatever that price is
and so that allows my investment to
continue to compound and grow as i
continue to reinvest in it
automatically totally passive so this
right here you can see the s
p 500 hasn't fully recovered yet
from the highs that we had back in
february so back on february 17th is
309. um but when things crashed
and went down here back in march 22nd
you know things got beat up quite a bit
but as you can see the market has
recovered
and there's still a lot of uncertainty
because we're in a recession and
um i think there'll be a lot of
volatility owning this in the short run
um you know especially if there's some
bad news i think during the election as
well
you know things like that anything
that's unpredictable or uncertain
is going to affect the stock market but
as a long-term investor
that's totally fine in fact the advice
from warren buffett
for most beginner for most investors and
most beginner investors is just to own
an index to own something like the
vanguard s p 500 that's the advice
of the the biggest investor in the world
because uh not unless you are really
going to dedicate the time to investing
and really evaluate companies and and
and have more money to invest
then then actually being an active
investor and evaluating companies and
stock picking that's a different skill
set that most people
aren't really going to go with they're
going to instead just buy an etf
and you're going to do well over the
long term by doing so
so let's dive into the fifth uh company
the fifth stock that's done well for me
the next investment that i'll share with
you that's performed really well is a
bit of a toss up because there's a few
other that are similar
that have also done uh just as well as
this one but the company is alphabet
alphabet is google they own the search
engine they own youtube and many other
companies in the tech space
i love google i love youtube i use them
in my business i'm very familiar with
their businesses
again being true to investing in what i
know and
long term i love them especially with
the development of what they're doing in
artificial intelligence
and a variety of other things that
they're very innovative as a company
which i love
and then also all these companies i've
been sharing with you hold a lot of cash
uh they're in a great financial position
uh great balance sheets and whatnot too
which i really like
so you can see the symbol here is
g-o-o-g
um or i think it's g-o-o-g-l if you do a
search for it on nasdaq
currently trading at 1 518.
the cost basis of what i've invested so
far is 97 000
average price about a 1 157
shares 84. current market value is 128
000. so so far my unrealized profit loss
is thirty thousand um i love them over
the long term
they they got hit pretty hard uh
when when things went down and now
they're at all-time highs which is great
but i just believe that they're going to
continue to go up
continue to do well and it's one of my
favorite companies
now the other one that was similar to
that that i've done almost just as well
is facebook
facebook um also around 30 000
profit and as well they've had a lot of
uh you know issues lately with privacy
and
you know even um you know a variety of
issues right now
with what's going on with the racial
tension and and um
you know a lot of advertisers pulling
from their platform until they
make some changes so there's some
volatility with facebook but i do like
them over the long run
i mean these companies are such you know
i think you'll notice that these
companies they're all such important
parts of our life
you know i don't know about you but you
know i've spent a lot of time on
facebook on instagram on google on
youtube
uh you know apple is another company
i've done really well with too around
the same
and apple does pay a bit of a dividend
too but i mean i'm on an apple computer
i've got apple phones
so these are companies that are pretty
much running and controlling the world
it's
pretty incredible and a lot of you know
politicians for example say and
debate whether we should break them up
because they're so big they're so
powerful they're able to
you know buy other companies and get
into interest industries and kind of
hold a monopoly
there's a very difficult for other
companies to be able to
compete with some of these huge
companies that i've shared with you but
as an investor that's one of the reasons
why i love them and that's one of the
reasons why they're so
big they're trillion dollar companies
and continue to grow
um just because they have so much power
so you know as an investor i think
they're great companies to own
um if you know if you're an online
entrepreneur like myself you're probably
using these companies already and you
understand
the direction and the future of them so
i think over the long term
all the different companies and
investments that i shared i think you
can you can't go wrong with them but
of course you got to do your own due
diligence you got to do your research
and become educated as an investor
and you know you want to make sure that
when you do make an investment you've
got savings and money put aside
for rainy days you never want to be in a
position where you have to sell
your investments to pay your bills to
pay your rent you want to make sure that
you're financially secure and
comfortable
and a lot of these companies you'll
notice they're trading at a very high
uh a very high price so an amazon for
example at three thousand dollars a
share
i know a lot of you as a beginner you
don't have three thousand dollars that
can get you one share
and that's why what's great is that
there's some brokerage accounts now that
allow you to buy fractional shares
and i'll link to some of them below for
you so if you're brand new you're
looking how to get started
you're going to want a brokerage account
i currently use interactive brokers
but honestly they wouldn't be the number
one that i'd recommend to you i'm in a
unique circumstance as a resident of
panama there's not many options but if
you live in the u.s or canada
or even in europe there's way more
options you have that i don't have
and i'll link to some of those below but
being able to buy fractional shares
means that you don't have to have three
thousand dollars to buy
one share of amazon you can buy
fractions of amazon of one share at a
much
cheaper price and that can give you the
ability to be able to get in and have
some ownership
of some of these companies and to get
started as an investor so
hopefully you benefited a lot from this
video you know i you know with all my
content i'm not just
here to give you information and just
share something with you i want to
educate you i want to
share with you my experience and my
knowledge and the philosophy and the
mindset and all these
important things that i think contribute
to what i'm sharing
it's so much more than just what
companies to buy is
hopefully you can tell and so i know
there's some other videos out there that
are more to the point
um but i'm trying to be responsible as
an educator and make sure that i set you
up for success long term as an investor
as well so hopefully you appreciate that
and
i appreciate you just for being here and
watching this video for this long
so hopefully you did benefit if you did
please give this a thumbs up
subscribe here for more videos and leave
a comment below let me know if you're an
investor in
any of these companies or if there's any
that you like that have been doing
really well for you as well and i'll
maybe consider sharing with you more of
my portfolio and some of my stocks and
again there are some that i'm in the
negative of at the time being
but i'm okay with that too so as long as
your overall portfolio is good and you
do well over the long term
that's how i measure my success as an
investor is not in the short term got to
remember the stock market
is influenced based on human emotion you
know go up and down and that's why as a
long-term investor sometimes it's better
just to
to buy and not even look at it you know
don't even look at it for
months or even years i mean you got to
talk look at it every few months just to
rebalance things but
over the long term you know if you just
kind of put your head down then a lot of
these companies and investments i
believe will do really well
so hopefully you enjoyed this video i
thank you so much for your time and i
look forward to seeing you again in the
next one
take care
