Magic Formula Investing Tutorial (SEE MY ACTUAL PORTFOLIO)
Rose Han Rose Han
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 Published On Oct 30, 2019

MAGIC FORMULA INVESTING TUTORIAL // You asked for it, so I made a tutorial! This is the ultimate step-by-step tutorial on how to implement the Magic Formula investing strategy. Find out how to choose Magic Formula stocks, when to buy/sell, how many of each stock to buy for your Magic Formula portfolio, as well as how to keep track of it all!

P.S. Make sure to use a ZERO trading commission broker, such as Fidelity. With the Magic Formula, you're buying and selling stocks fairly often so you need to keep fees low.

**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.

TIMESTAMPS
00:01:15 - Recap of the Magic Formula Investing strategy
00:03:13 - Step 1: Make 3 key decisions (total $ amount to invest, # of stocks, how often you’ll buy)
00:09:10 - Step 2: Pull up a list of top Magic Formula stocks
00:10:45 - Step 3: Pick 7 (or whatever # you’ve decided) companies at random from the list
00:12:17 - Step 4: Calculate # of shares to buy of each stock
00:13:50 - Step 5: Place market orders to buy equal dollar amounts of each stock (or limit orders, up to you!)
00:17:09 - Step 6: Repeat every 3 months until you have 21 stocks (or any # between 20-30 stocks)
00:17:28 - Step 7: Sell each stock after a 1-year holding period
00:17:59 - Step 8: Replace every sale with a new purchase
00:18:58 - FAQs: Adding money, minimizing taxes, if a stock is still on the list, etc.

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**THINGS MENTIONED IN THIS VIDEO! 👀**

💫 ***FREE DOWNLOAD! MY MAGIC FORMULA SPREADSHEET
http://bit.ly/mymagicformulaspreadsheet
💫 MY ORIGINAL VIDEO EXPLAINING THE MAGIC FORMULA STRATEGY:
   • Magic Formula Investing by Joel Green...  
💫 The Little Book That Still Beats The Market (by Joel Greenblatt)
https://amzn.to/3bWIh6H

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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 Investing Tutorial (SEE...  

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