Four Investing Series Worth Following
Curated Educational Video Playlists
I've been busy documenting trades, testing strategies, and comparing results in several ongoing YouTube series. Whether you're starting with $100, $10,000, or exploring how to manage a much larger portfolio, there's plenty to follow.
I'm organizing all my playlists to make it easier to find the content you want, and the four featured below are ready for you to explore!
$10K Portfolio;
Bogleheads with a Boost
I'm investing $10,000 of real money in a Fidelity account, using SCHD and SOFI to demonstrate how I combine long-term investing with:
covered calls,
cash-secured puts,
dividends, and
money-market interest.
I'm comparing the results with a simple buy-and-hold approach and the S&P 500, while tracking both my investment returns and the time I spend managing the portfolio.
$1M Portfolio;
Investing with Options
What changes when you have more money to work with? I'm demonstrating how I manage a diversified portfolio using ETFs, cash reserves, and options strategies, making adjustments as market conditions change.
NVDA: Ongoing Double Ferris Wheel Case Study
I've been documenting my NVDA options strategy since August 2025, showing the trades, adjustments, premiums, and results along the way. It's a good series for anyone interested in how options positions develop over time.
During the first 15 months, I saved $8,445 acquiring 254 shares of NVDA compared with buying them outright.
Starting from Scratch: From Novice to Shareholder
New to investing? This series starts with the basics and builds step by step, from understanding the stock market and opening a brokerage account to choosing investments and building a portfolio. No prior experience or large amounts of money required.
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I'm always exploring new investing strategies, documenting trades, and sharing what I learn along the way. Subscribe to my YouTube channel and turn on notifications so you won't miss my next video.
Aloha Patricia,
I am interested in purchasing your spreadsheet and wanted to know if you accept other forms of payment other than Apple Pay.
Mahalo
Ragnar