Thursday, June 27, 2019

Case study: Ameritrade Key Largo portfolio

June 27, 2019


I like to work on reports related to my key largo portfolio. I have to figure out how to track my portfolio, and also keep learning. I like to design a product like Ameritrade.com, and like to explore all product features on the website. One thing I can do is to go over them, blog them, train myself to pay attention to detail.

Key largo portfolio


I installed Jstock app on June 25, 2019. I like the experience to use this app to track my portfolio. 






Ameritrade Cost basis is my favorite product feature



Dividend is so good to allow my portfolio easily to beat the bank return

Stock market, if you like to go to correction, bear market, I am ok. I can wait you come back in 6 months, or 12 months, or 18 months.


Actionable Items


I did some research about lottery winner and went-broke after winning. One thing I can tell is that those winners are lack of personal finance knowledge, education, experience. They also do not study behavior finance, how to treat relative and friends with money issue.

I know that before I can accumulate more wealth, I should have good knowledge of Ameritrade product feature, how to read my own data, and also get familiar with various app to track the performance.

I am still learning from various source about investment basics. I will turn 53 years old this October. I like to prepare better for my finance health.

Since I build portfolio based on S \& P index, and global index, so I just need to start to learn more about index and how economy works overall. Another idea is to get familiar with all product features of Ameritrade.com, and I should push myself hard to learn more about personal finance literacy. 

No comments:

Post a Comment