98: Can Anybody Beat the Market? - Q4 Update of the Artistic Finance 6k

A year end review of the Artistic Finance 6k--our $6,000 investment. We’ve gathered a bond investment CEO, a data analyst, and two lighting designers to compare how our investments compare to the market (aka the S&P 500).

 

We discuss:

⭐️ The current shaky market

⭐️ Holding investments for a year

⭐️ Next steps for this investment experiment

 

 

Takeaways:

⭐️ Ethan is going to HOLD all investments

⭐️ Ethan needs to reinvest the $56 REIT dividends

⭐️ We will have 3 other investments to track - one is I-Bonds

⭐️ All guests are roughly mid 30s. Thoughts might be different if we were mid 20s or mid 60s.

 

The Artistic Finance Investment Strategy:

⭐️ Half high risk

⭐️ Half dividends

⭐️ Money that can be lost

⭐️ Diversified asset classes

⭐️ Only sell one year and one day after purchase

⭐️ Choose based on what smarter investors are choosing

 

Our superstar guest panel is:

 

⭐️ Maithreyi Gopalakrishnan, CEO of LidquidiFi

 

⭐️ Ebony Madry, lighting designer and project manager

 

⭐️ Katie Buhrman, a leader in data and analytics

 

Maithreyi Gopalakrishnan - CEO of LiquidiFi:

https://www.linkedin.com/in/maithreyi-gopalakrishnan/

maithreyi@liquidificorp.com

 

Ebony Madry - Lighting Designer & Project Manager:

@ebmadry on Instagram

https://www.ebmadry.com/

 

Katie Buhrman - Data Analyst:

@ktbuhr on Instagram

https://www.linkedin.com/in/katherinebuhrman/

https://brokercheck.finra.org/individual/summary/6520240

 

Ethan Steimel - Lighting Designer:

@artisticfinance on Instagram

https://www.linkedin.com/in/ethansteimel/

 

Previous Episodes of Interest:

 

Cryptocurrency with Najah Roberts:

https://www.artisticfinance.com/episode/JM5QCXLUhsqOfRDC8Dd2/Cryptocurrency-Bitcoin-with-Najah-Roberts

 

Bond Investing - aka I-Bonds - with Maithreyi Gopalakrishnan:

https://www.artisticfinance.com/episode/Ls2svcghok0FemQVcNBp/Bond-Investing-with-Maithreyi-Gopalakrishnan

 

Wine Investing with Anthony Zhang:

https://www.artisticfinance.com/episode/G7sKrzcmEwJeor6iAy4t/Wine-Investing-with-Anthony-Zhang

 

Affiliate links:

M1 Finance - Good for Long Term / Buy and Hold Investors - I don't think there is a sign up incentive:

m1finance.8bxp97.net/XxYPZg

 

Coinbase - Cryptocurrency Exchange - $10 of Bitcoin:

https://www.coinbase.com/join/steime_0

 

Vinovest - Wine Investing - 3 months of free wine storage:

https://app.vinovest.co?grsf=2p0wk3

 

Robinhood - Stock Trading - Intuitive and easy to use - Free Stock On Signup:

https://join.robinhood.com/ethans21

 

We Bull - Free Stock Trading - Design for Traders - I find it difficult to navigate - 5 Free Stocks on Signup:

https://act.webull.com/pm/do1QnByzkAhA/a3j/inviteUs/main

 

ETF - the S&P 500 index fund we hold:

IVV - iShares Core S&P 500

 

Stocks:

VST - Vistra Corp

LAC - Lithium Americas

TAP - Molson Coors Beverage (owners of Blue Moon)

SKLZ- Skillz

 

Cryptocurrency:

Bitcoin

 

Wine:

We own one case through Vinovest

Vinovest

 

Real Estate - REITS:

UBA - Urstadt Biddle Properties

SRG - Seritage Growth Properties

VICI - Experiential Real Estate - Previously MGM Properties

STAG - STAG Industrial

 

Art:

Bret Slater - Artist

https://www.bretslater.com/

 

Photos of the Painting:

https://www.patreon.com/posts/64295618

 

Full story of commissioning the piece - only accessible to patrons:

https://www.patreon.com/posts/61516832

 

Ian Dunlap - The Investor Ethan follows:

https://linktr.ee/themasterinvestor

 

...

Become a patron:

www.patreon.com/artisticfinance

 

Interview by Ethan Steimel