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Magic Formula Portfolio Update (1 YEAR RECAP)

3 Views· 20 May 2022
John Baker
John Baker
14 Subscribers
14

Want to know how my Magic Formula stocks performed in the first year? I explain it all in this video. It's definitely been rough, given that many businesses have been hit hard by the pandemic in the first quarter of 2020. I also share some key takeaways that you must keep in mind if you plan on implementing Magic Formula investing in your own portfolio.

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***FREE DOWNLOAD! MY MAGIC FORMULA SPREADSHEET
https://www.rosehan.com/magicformulaspreadsheet

MY ORIGINAL VIDEO EXPLAINING THE MAGIC FORMULA STRATEGY:
https://youtu.be/wN4C9P4EbOo

TUTORIAL VIDEO ON HOW TO IMPLEMENT THE MAGIC FORMULA:
https://youtu.be/nSMUP7FgFsY

BOOK: The Little Book That Still Beats The Market (by Joel Greenblatt)
https://amzn.to/3bWIh6H

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***BOOKS I RECOMMEND***

I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt

The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)
https://amzn.to/32ewzjj

InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
https://amzn.to/2SLTYpn

Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
https://amzn.to/2SKyklt

Rich Dad Poor Dad (#1 selling personal finance book of all time... need I say more?)
https://amzn.to/2SJ6vtx

Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
https://amzn.to/37N2adc

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***ROSE'S FILMING EQUIPMENT 📷***

Tripod: https://amzn.to/3G7FaqJ
Camera: https://amzn.to/3KN1BoC
Microphone: https://amzn.to/3tSdaVf
Lens: https://amzn.to/3H2QmGo

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DISCLAIMERS & DISCLOSURES ❤

This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Investing With Rose is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Thank you for your support!

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