Sam and Johnny Share their July 2016 portfolio including Wealthfront, Lending Club, Betterment, PeerStreet, REIT’s, Foreign Exchange, stocks and index funds. As Johnny travels through Europe he talks about why he cancelled his auto investment with Wealthfront, direct Vanguard deposits and wiring $10k to Brian at the Art of ForEx. Sam reviews his back up plan if Lending Club goes bankrupt and why his Wealthfront account is crushing over his Vanguard and Etrade accounts.
We also talk recap some highlights of the past 8 episodes and what to expect going forward. Lastly we discuss the incredible value having access to multi- million dollar investors in the Boss Lounge. We would also like to thank everyone thus far for participating in the ratings and the review section of iTunes and also listening and joining us on our investment journey.
Listen to ILAB 09 on iTunes here or subscribe on your favorite podcast app.
ILAB 09 SHOW NOTES
Relevant links for guest, including LinkedIn, Facebook, etc:
Where are we:
Sam – 6:00pm – Singapore, Singapore
Johnny – 10:30 am – Lisbon, Portugal
What we are drinking:
Sam – Water (detox)
Johny – Café Americano (Expresso with sugar on the side)
ArtofFX – start with just a $10,000 account (reduced from $25,000)
Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK)
Wealthfront – get your first $15,000 managed free
Betterment – get up to 1 year managed free
RealtyShares – try it free with ILAB link
Recommended (books, subscriptions):
Discussed (relevant links):
Time Stamp – Topic
02:00 – Adjusting to the Millionaire Lifestyle in Singapore
03:00 – Beautiful Lisbon at an affordable price
06:30 – Expenses vs. Income while traveling
08:10 – Cancelling $1.5K auto investment with Wealthfront
08:55 – Saving money with betterment fees
12:00 – Investing with Vanguard directly
13:00 – High risk rating with stocks and index funds
16:45 – Time weighted returns / Money rated return
18:00 – Access to multi- million dollar investors in the Boss Lounge
20:00 – Pausing the dividend reinvestment with Lending Club
23:00 – Wire transferred $10k to Brian at ForEx trading
26:30 – Emailing screenshots of our investment dashboards
27:00 – Creating buy orders through Vanguard
31:00 – Sam’s Wealthfront is crushing Vanguard and Etrade accounts
34:42 – $17K year to date in Vanguard account via dividends
35:30 – What if Lending Club goes bankrupt?
39:00 – Fix income with public property REITS through Mapletree
42:00 – Reinvesting in Glints start-up
43:00 – Full recap on the previous 8 episodes
48:45 – Expecting great guests on future episodes
51:00 – Reading reviews and ratings from iTunes
53:40 – Giving away a $25 Amazon gift card
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