Swell Investing

Real Estate Broker Investing Goal: Beat the S&P 500. No margin, no index funds, no options. Max 10% per position at purchase (winners run) Not Financial Advice.

[Swell Investing @SwellAndFlow]

Kicking off 2026 with $74,278.31 and a simple goal: use X to help beat the S&P 500 over time. Up about $2k to start the year off.

Long-term focused, but not afraid to trade when it makes sense.

Adding $2,000/month — $1K added and invested today.

No followers (yet). Just showing up consistently and tracking the journey.

50 yrs old. Sold my entire personal portfolio in 2024 to build a larger home. Retirement accounts still intact. Now rebuilding the personal account from scratch.

Let’s see what disciplined investing + transparency can do. Getting after it. 💪📈

[Swell Investing @SwellAndFlow]

-Using my cash/ proceeds from last week's $GOOG sale, I bought a little $GEV $SOFI and added to my new position $JPM. A little bit of cash left on had that I think I'll use towards filling my $JPM position out.
-Holding all my positions long, watching them go down is never fun but panic selling aways turns out to be worse.
-Portfolio down another 3.5% today, year to date today portfolio is up about 12% for the year. Seems like just last week I was up 25%
- Future cash infusions going towards $KO and $PG, I want these positions to get a lot bigger so I can draw from them the next time a down turn like this happens again. Too bad I hadn't built them up but enough for the current pull back.

[Swell Investing @SwellAndFlow]

@theficouple Early investment strategy should lead to early home ownership. Why would you want to rent if your successful in your job and investments. Sort of the #1 goal for what to do with your money isn't it?

[Swell Investing @SwellAndFlow]

@RyanHaiss Thanks for taking the time to break it down. I always think about all these factors when I hear a blanket statement.

[Swell Investing @SwellAndFlow]

@bronco3016 Tim cause he's boring. If we consider we get them at their prime, for a prime year, still throwing out Duncan

[Swell Investing @SwellAndFlow]

@FlippieFinance 1/2 in $VOO and the other half in stocks. See if you can outperform year after year.

[Swell Investing @SwellAndFlow]

-Added $1k to my portfolio which is 1/2 of my monthly infusion. Buying a few shares of $KO and $PG when the market opens.
-Sold $GOOG last week. Used some of the proceeds to purchase $JPM. Wasn't expecting the spike in $JPM or the drastic drop in the rest of my portfolio. Now looking to either purchase more $JPM if it pulls back or add to my other positions if they pull back after the opening spike

[Swell Investing @SwellAndFlow]

@0xDavecryps If you started a company, still ran the company and had billions in controlling stock you might think differently. Also the most powerful way to improve people's lives is to provide jobs, imo.

[Swell Investing @SwellAndFlow]

@ColesTrades Always have a percentage of your money each and every year going into an index fund. My public portfolio is a new account and isn't representative of my retirement and index fund accounts. Those aren't as fun to show publicly.

[Swell Investing @SwellAndFlow]

Did not look at my account on the brutal Friday pull back. I am now.
- Down 6.6% in one day
- The positives, up 15.5% for the year. Still besting $VOO that is up about 8% for the year
- I sold $GOOG a few days before this down draw occurred with the plan to invest it all in $JPM, I bought a little bit as it started its run up but stopped as the market dropped and $JPM went up
- The plan to invest it all in $JPM may change depending on how the market opens tomorrow, if $JPM comes down I'll put it there, if the overall market continues to come down I'll spread it out and invest it between all my other holdings that have come down so much
- last bit of good, been slowly building positions in $PG and $KO for days like that, would have been nice for this day to occur further in the future so I had enough there to sell and buy, but still ain't bad to have some holdings that didn't go down even through it wasn't very much, sticking with plan that all new cash still goes into those stocks untill they become each equal to 10% of the total portfolio.
- Sitting at $97k, topped out at $105k before this pull back.

[Swell Investing @SwellAndFlow]

Bought a little more $NOW with the proceeds from $GOOG sale, also started a position on $JPM early this morning. Trying not to chase $JPM on an up day. Will have to wait another day to fill that position out.

[Swell Investing @SwellAndFlow]

Reluctantly sold $goog yesterday. Nice run over the last year. Would have been nice to have taken some $AVGO off the table before earnings but missed out on that. Thinking of redeploying into $JPM to diversify out of AI for the time being.

[Swell Investing @SwellAndFlow]

Private:
- Soft spot for Rancho Santa Fe CC
- Santaluz and The Grand ain't bad
- San Diego CC just because of the deep south location in da hood
Public:
- Torrey Pines, is what it is
-Encinitas Ranch, cause it's easy and generally in nice condition
- La Costa north renovation is pretty sick

[Swell Investing @SwellAndFlow]

Just when I thought I had the long-term portfolio set $GOOG goes on an $80 billion fund raising tour. They may be setting themselves up well for the long term. But, A. Do I want to hold and find out. B. How long will this take to play out.

[Swell Investing @SwellAndFlow]

@HolySmokas Only down .47% or just under $500 on a $105k portfolio

[Swell Investing @SwellAndFlow]

@MZohaibKhan92 Enough already just buy them both if you have to keep asking

[Swell Investing @SwellAndFlow]

Remember March 28 of this year! YTD portfolio was down over 10%. Funny how fast things change and we forget how it was like a few months ago. Portfolio up about 26% YTD today.

[Swell Investing @SwellAndFlow]

YTD portfolio performance -10.73% vs -7.04% $VOO. Added $2k to account every month and buying.

[Swell Investing @SwellAndFlow]

YTD portfolio performance -10.73% vs -7.04% $VOO. Added $2k to account every month and buying.

[Swell Investing @SwellAndFlow]

Selling $ELF and using the proceeds to buy $NBIS looking like a good call.

[Swell Investing @SwellAndFlow]

@b_co_co Got to live somewhere and I invest to live

[Swell Investing @SwellAndFlow]

@TwoMindMoney I bought $NVDA in my retirement account based on his recommendation. 16X on that purchase. Not to mention his Mag 7 call. Say what you want but I have done very well following Jim.