Magic Formula Portfolio Update (2020 RECAP)
Rose Han Rose Han
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 Published On Feb 24, 2021

It's been almost 2 years since I started investing with the Magic Formula strategy, and it has been quite a roller coaster ride. You're probably curious how a portfolio of Magic Formula stocks has fared during all the ups and downs of the coronavirus crash in 2020 and the recovery ever since. This video is my 2020 recap!

**ATTENTION: I have a new Instagram and TikTok handle @itsrosehan **
That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.

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**THINGS MENTIONED IN THIS VIDEO! 👀**

💫 ***FREE DOWNLOAD: Magic Formula Investing Spreadsheet http://rosehan.com/magicformulaspread...
💫 BOOK: The Little Book That Still Beats The Market (by Joel Greenblatt)
https://amzn.to/3bWIh6H
💫 MY ORIGINAL VIDEO EXPLAINING THE MAGIC FORMULA STRATEGY:
   • Magic Formula Investing by Joel Green...  
💫 1-YEAR UPDATE OF MY MAGIC FORMULA PORTFOLIO
   • Magic Formula Portfolio Update (1 YEA...  
💫 TUTORIAL VIDEO ON HOW TO IMPLEMENT THE MAGIC FORMULA:
   • Magic Formula Investing Tutorial (SEE...  

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**BOOKS I RECOMMEND 📚**

I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt

The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)
https://amzn.to/32ewzjj

InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
https://amzn.to/2SLTYpn

Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
https://amzn.to/2SKyklt

Rich Dad Poor Dad (#1 selling personal finance book of all time... need I say more?)
https://amzn.to/2SJ6vtx

Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
https://amzn.to/37N2adc

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**MY FAVORITE MONEY TOOLS 🖤**

YNAB (I literally can't live without this budgeting app, so obsessed)
https://www.youneedabudget.com/?ref=Y...

Wise (like Venmo but for international currencies - I use this app a LOT for my life in Mexico)
https://wise.prf.hn/l/413jE0q

Ledger Nano S (crypto storage hardware wallet, because "Not Your Keys, Not Your Crypto"!):
https://amzn.to/3Ne37jy

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DISCLAIMERS & DISCLOSURES ❤

This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Investing With Rose is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Thank you for your support!

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SAY HI ON SOCIAL! 👋🏼
Website: https://www.rosehan.com
Instagram:   / itsrosehan  
TikTok:   / itsrosehan  
Pinterest:   / itsrosehan  

   • Magic Formula Portfolio Update (2020 ...  

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