Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/nw4yoJOe6y4.


How to invest is a skill they don't teach you in school. That's why our new "rate my portfolio" video series looks at our paying subscribers' portfolios and provides insights that they - and our broader community - can benefit from. We stick to weightings because monetary amounts are relative and keep everything anonymous. Jim may not be his real name, but he's a 37-year-old American fella with most of his wealth allocated to retirement accounts. That's the first place we looked for places Jim can optimize, and at least one of the funds he's holding - a utility fund - is charging too much for too little. It's a great time to invest in utilities, just not using this fund. We then move on to look at his target retirement fund from Fidelity along with tech and dividend portfolios. Overall we believe Jim to be very self-aware and forward-thinking when it comes to investing. As a Nanalyze paying subscriber, it goes without saying that he's an exceptionally intelligent individual, and our on-staff fortune teller says he will do well provided he keeps renewing his subscription.

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