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Hey Joseph I think the link to your M1 Finance portfolio is outdated. (I was mainly checking for bookings holding) Can't wait to watch your new video have a good rest of your day.
100% they will talk about random named helped them to become rich and then other scammers will follow oh yes its so great, one will say can you tell me more etc etc horrible
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
The continuously changing economic conditions in our society have made it necessary for people to find additional sources of income; thus, I am looking at the stock market to fuel my retirement goal of $3 million.
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
Agreed, despite my rookie knowledge of investing, I have a financial advisor harriet dixson who did the trick in a bit more than 6 months after a lump sum capital of $19,000, and I've so far made a fortune. I'm now buying real estate, ETF, and bitcoin as advised by my FA.
Wow 😱 I know her too!I'm a bit perplexed seeing harriet name been mentioned Miss harriet dixson is a remarkable individual whom has brought immense positivity and inspiration into my life.
My aunt passed and I inherited some of her portfolio and cash savings, I’m 28 with about 400k cash in savings and as usual everybody’s preaching invest, so what stocks are a good long term buy, only major purchase I intend to make is buying a home in 5years from my returns
Same, I just use RUclips for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own.
Finding financial advisors like Stacy Lynn Staples who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thank you for the lead. I just searched Stacy Lynn Staples by her full name and easily spotted her profile, no sweat. I have sent her an email, hoping she gets back to me soon
Great video! With the current market volatility and economic uncertainty, I'm trying to balance my portfolio between growth and value stocks. Do you think this stock has strong enough fundamentals to weather potential downturns, or is it more of a speculative play?
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Credits goes to "Mary Elizabeth Fugelsang" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Of the 20-plus RUclips creators that i have followed since 2018/2019, who talk about investing. I only still watch your videos. Your research and information are always on point and expressed in an effective way. I am not blindly fallowing your stock pics. But I am taking inspiration from it. You have teach me so much the last few years. Keep up the good work
I wish they taught investing at school level. There is so much advantage to doing this! My biggest regret is that I started so late. And still not good at it, I think at this point i need help
My concern is whether I can continue to sustain my standard of living with $550k and avoid outliving my savings. Every withdrawal makes me a bit unsettled
@@ClemonSteve I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million
@@ClemonSteve I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs
I am a btc . holder who is very confident, the more it dips is the more opportunity to add to my holdings. To me it genuinely felt like everything has been selling off for literally no reason, I mean companies with enough cash on hand to pay off debt like NVDA, PLTR and many others... This is the time to buy I mean many altcoins are down over 50% off their highs and in the dumpster, I've been buying continuously and am gonna continue to buy as cash comes in because there is a huge rally waiting to happen.Thanks a lot to Milton Harper, I was able to implement his method and adhere to his guidance, earning almost 9B TC in about two weeks.... Thanks to Milton for informing me, I no longer hold the view that the only meaningful investments are in stocks and real estate.
Thanks for sharing this here. A lot of beginners Like me are smashed out there every day. It's a good thing we have nice people here who want others to become successful as they are.
I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?
"Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such task
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now. Some stocks have gained value. My portfolio is smiling and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
My CFA Julianne Iwersen Niemann, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Being cheaper than a market that trades at 30x earnings doesn't mean much. Google will bring in roughly 353b in revenue this fiscal year (15% up from last year) and the cashflow margin has been stable around 22% over the past decade, so ~77b. Cashflow margin this year is in the low end of its distribution due to the increased capex, but Google goes though high-capex cycles often. Of that cashflow, ~60% comes to you through net buybacks (47b in the first 9 months of FY24, minus 17b from stock compensation). At $180/share, Google thus trades at 28x "average" cashflows (22% average margin on 353b revenue) and the buybacks represent an effective 2% yield, plus the marginal dividend. So yes, it it keeps growing at double digit rates (bet number 1) and it continues trading at more than 28x cashflows (bet number 2), plus the yield, the return should be there. On the multiple front though, you need a cooperative market: 10-15-year index returns from 30x earnings have been marginal every time through history, in every market. On the growth front, it's just a bet.
you have a very dumb way of applying p/e ratios to companies. if you are using that logic SPY pe ratio would be well above 35 then. in general using the p /e as a metric in its own to value google is meaningless
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I’m considering rebalancing my $900k portfolios, So I'm curious about the best strategies to sell and buy stocks for my portfolio to hedge against market downturns and generate profits. Is it still a good time to buy?
A good investment portfolio should feature three essential elements: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, talking to a fiduciary financial advisor would be a smart choice for expert advice.
This is why I entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Laurel Ann Watkins” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thanks for sharing. i searched her full name and found her web instantly. After reviewing her credentials and conducting due diligence, i reached out to her.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist? I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market for regular income, but not sure of the right picks.
yes, transportation, e-commerce among other sectors are expected to experience growth, but who knows, the market has been a basket of surprises lately, it's better you consult a seasoned advisor
good gains! I once saw on the news folks that made fortunes from the Dotcom crash, as well as the 08’ crash and I’ve been looking into similar opportunities in this present markt, does your advisr work with any specific persons?
thanks for sharing, I must say Karen appears to be quite knowledgeable.. just inputted her full name on the web and at once came across her consulting page, no bs!
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional…because i aren't know where the stock market is actually heading to in this recent time
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult..
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Ryan Wilday, has been an amazing experience..
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions.
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Judith Lynn Staufer, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
In the last 3 days, when stock prices plunged Retail investors sold $1 Billion. Institutional investors bought +$14 Billion. This is Market manipulation at its finest.
Short-term price movements are often influenced by market makers and algorithms, with analysts later offering questionable explanations. It's similar to a poker game, where the goal is to scare weak holders into selling by driving prices down, allowing the more experienced players to buy shares at a lower price.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
I've wanted to start investing for a few months, but haven't had the courage to do so because the market has been down for the majority of this year. Please provide additional information about her offerings and how I may feel confident in her skills.
Thank you for sharing, I must say, Sharon appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.
Great video. As a long term holder and trader we don’t care much about current price. As a trader looking to buy when oversold and sell when overbought, the weekly and 2 week charts are showing us we’re oversold and it’s a great time to buy more. Price on 2 wk bouncing off a rising 20 MA. Price on weekly chart is bouncing off a rising 40 Ma. The stochastic RSI on both charts is way oversold. Translation, great time to buy. Thx again for the different ways/ perspectives/ lenses to look at BTC’s potential. BTC is the ultimate disruptor.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Alison Bruce Crypto, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Her insights into the world of crypto are some of the most accurate I’ve come across, making her advice invaluable for both beginners and seasoned traders.
Railroads perform best with high oil prices. Buffett is betting on oil big. Could be a mistake selling railroads. That’s one stock everyone should always hold. Just like monopoly.
The war in Ukraine is bound to stop in the next year or two releasing Russian oil. The world is rolling out Solar and wind with ever cheaper battery backup like there is no tomorrow, China industry is cooling and at the same time EV sales there are rapidly heading towards 100%. With these in mind where do you see oil prices in 2027 or 2028? I'm guessing pretty much where they are now.
Hello, I'm a Doctor from Scotland, how do you make such amount? I'm a born Christian but sometimes I feel so down of myself because of low finance but I still believe in God.
Making touch with financial advisors like *Rosie Nolan Owen* who can assist you restructure your portfolio, would be a very creative option. Personal financial management will be crucial to navigating the next difficult times.
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!
I’ve tried investing in various things that didn't work out as I hoped. I'm now considering ETFs as a more reliable option. What are the best 5 ETFs for a rookie investor looking to invest a lump sum? let's say $500,000
JEPQ is my favorite so far. It pays monthly with over a 9% yield and also has stayed fairly level. The down side is that it was incepted in 2022 which means there is not a lot of history. I also like FEPI and SPYT.
An ETF with more risk and payout is QDTE. It pays weekly but is higher risk because it just came out this year. The fund is based on covered calls which make money in any market, up or down.
The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
!!I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $2m+ before retirement
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?
@@mariolancellotti5417 A company like SPGI almost always trades at a premium excluding general market crashes, so I don't think a forward P/E of 29 is unreasonable. The report was also a beat, and the stock went down which makes it a decent time to buy the stock in my opinion. Same with MCO, however I just prefer SPGI :). But like I said just my opinion.
@@mariolancellotti5417 A company like SPGI almost always trades at a premium excluding general market crashes, so I don't think a forward P/E of 29 is unreasonable. They also delivered a beat and the stock went down so I think It's a decent time to buy. Same with MCO however I prefer SPGI. Just my opinions :).
It's a good approach pretend you could wipe from existence a company that would cause the most chaos in the world due to it not being available. Look for companies like this to invest in.
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Prone: Isn't it google which drive taxi without driver ? I like waymo and you are right, it should not be sold. There are a lot of outside projects that only a big company can carry out. RUclips Expansion of the cloud Evolution of the AI creates uncertainty Cons: Google value proposition in search is less precise too much ads ... they can't earn more or show more ads in a search request. Evolution of the AI creates uncertainty Yet too much stock base compensation
I am a little worried about growth projections of funds i kept in a HYSA north of $80k, I aim to avoid FOMO and look at buying at the dips. Am I better off investing into Gold as it seems stocks are a little too unstable right now?
Overall, most traders or investors still think this year would favor stocks, and other equity-based investments over cash-like investments. Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate! asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
According to Waymo itself, the robotaxi business case only works in about 10 cities in the US. It will always stay small. The market seems not big enough.
That is the wrong way to look at this. The market is people's need for transportation, and that addressable TAM is huge. What is preventing someone to take a big chunk of the market is price and convenience. Current taxi model work mostly for travel when people are willing pay more and wait a bit for a ride, it is much cheaper to own your own car where you live. Waymo's problem is two fold, its prices are not cheaper than Uber, and they are not as widely available, so it cannot replace Uber. But when the cost per mile is 1/3 or 1/4 of Uber, you will see people switching from owning cars to getting a robotaxi provided the service is reliable. Again, there is no such thing as the Robotaxi market, there is the taxi market, and there is the personal transportation market.
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
It's "earnings" on the qualtrim menu. If you don't see it just hit CTRL + R to hard refresh the page, and the menu will update with the new earnings page.
In order to safeguard my inherited $2.5 million portfolio, I was counselled to diversify my holdings among a number of assets, including equities and bonds. Inflation is catching up with my portfolio, and I'm used to merely purchasing and holding assets, which doesn't seem applicable in the present volatile market. My main concern is how I'll survive once I retire.
Although I primarily merely purchase and hold equities, my portfolio has been losing money for a time. Unfortunately, you will need to remain consistent and often rearrange your portfolio in order to be able to generate good gains.
I think investing was much simpler in the 1960s, but it's much more difficult now. Professionals are the ones that continuously make money, which is why I've been working with an advisor for the past five years to steadily increase my portfolio in anticipation of retirement.
My CFA ’Annette Marie Holt’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look up on google and send her a message. You've truly motivated me. God's blessings on you.
@@Zeroneii3 Fair enough- I didn't know that. But more for us peasants: If there were a significant gain, how would you do the tax planning on the sale?
I'm convinced that investing 50k-100k in the right company before it goes big is more important than saving for retirement. However, picking the right company is so hard. I have around 200k in a HYSA and want to invest it. What are the best opportunities now?
-In order to minimise risks and maximise growth, I think investors should begin with S&P 500/ETFs for a strong foundation, then diversify across asset classes and continue to invest regularly and systematically.
I'm tired of these new buys every week, Just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you see AMZN and Costco as safe buys to outperform the market next year?
Stop buying every stock you see some RUclipsr recommend sometimes they do that to pump their bags. Seek guidance from a financial advisor instead of relying on RUclips for advice.
Same, I use RUclips for research only. All major investment decisions go through my advisor. The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $100k into $20k in annual dividends, a major milestone.
*Marissa Lynn Babula* is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
If I had $360k, I would allocate $100k to tech stocks and $260k to dividend stocks with a proven track record-focusing on capital appreciation and year-over-year dividend growth.
I recently sold CP to buy HIMS I see it as a much faster growing company and I didn't have any cash on hand and CP was in the green and not doing much. With opportunity cost I figured I should buy a high reward stock and rebuild CP position later if I want to.
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Can I try this? I need one to review my portfolio but anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it's not too much problem
Teresa L. Athas a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Success depends on the actions or steps you take to achieve it. Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future.., I pray that anyone who reads this will be successful in life!!
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
Impressive video coverage watching the market's ups and downs shows how quickly things can change. In the market, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around $87k to a decent $246k... I'm especially grateful to Aaron tactics and strategies.
You are right and thank you Aaron. started investing in a year and it has not happened for a second (except it did not start investing years ago). I have made a lot of money on BTC and XRP without any worries.
The NEW earnings calendar is live in Qualtrim. Try it out now by joining the patreon!
You can try out Qualtrim here: www.patreon.com/josephcarlson
How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues.
Patreon includes:
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Join over 6,500 other members and try it out, risk free.
Put qualtrim on the Google playstore and do youtube lives
do you see Google going after the enterprise market more? like where MS dominates?
Hey Joseph I think the link to your M1 Finance portfolio is outdated. (I was mainly checking for bookings holding) Can't wait to watch your new video have a good rest of your day.
Hi Joseph, I am one of your Patreon member, but I don't have access to your discord, could you please help out
Plain luck, or did you know they'd come out with blockbuster earnings?
The amount of scammers in the comments is insane.
True! I am not sure why RUclips doesn't stop this... I rather stop all the comments
Always
@@TheStork1981 Google bans your comments when it contains cursewords but not this bot fiesta, go figure, hope their business gets rekt
100% they will talk about random named helped them to become rich and then other scammers will follow oh yes its so great, one will say can you tell me more etc etc horrible
Don't worry. You have received your share. They have upvoted you :D
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks a lot for this recommendation. I just looked her up on google, and I have sent her an email. I hope she gets back to me soon.
$1MM is no longer enough to retire even in a LCOL area. Should definitely start expanding our horizons...
The continuously changing economic conditions in our society have made it necessary for people to find additional sources of income; thus, I am looking at the stock market to fuel my retirement goal of $3 million.
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
Agreed, despite my rookie knowledge of investing, I have a financial advisor harriet dixson who did the trick in a bit more than 6 months after a lump sum capital of $19,000, and I've so far made a fortune. I'm now buying real estate, ETF, and bitcoin as advised by my FA.
Wow 😱 I know her too!I'm a bit perplexed seeing harriet name been mentioned
Miss harriet dixson is a remarkable individual whom has brought immense positivity and inspiration into my life.
$750k biweekly changed my mindset and behavior, my goals, my family and l've to say this video has inspired me a lot!!!!❤..
My aunt passed and I inherited some of her portfolio and cash savings, I’m 28 with about 400k cash in savings and as usual everybody’s preaching invest, so what stocks are a good long term buy, only major purchase I intend to make is buying a home in 5years from my returns
Lucky you, I’d buy a lot of tech stocks and Dividend portfolios with that.
Same, I just use RUclips for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
Finding financial advisors like Stacy Lynn Staples who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thank you for the lead. I just searched Stacy Lynn Staples by her full name and easily spotted her profile, no sweat. I have sent her an email, hoping she gets back to me soon
Great video! With the current market volatility and economic uncertainty, I'm trying to balance my portfolio between growth and value stocks. Do you think this stock has strong enough fundamentals to weather potential downturns, or is it more of a speculative play?
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
I could really use the expertise of an advisor like that.
Her name is “CATERINA MARY CIARLANTE”. You can research her.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Credits goes to "Mary Elizabeth Fugelsang" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.
Of the 20-plus RUclips creators that i have followed since 2018/2019, who talk about investing. I only still watch your videos. Your research and information are always on point and expressed in an effective way. I am not blindly fallowing your stock pics. But I am taking inspiration from it. You have teach me so much the last few years. Keep up the good work
I wish they taught investing at school level. There is so much advantage to doing this!
My biggest regret is that I started so late. And still not good at it, I think at this point i need help
My concern is whether I can continue to sustain my standard of living with $550k and avoid outliving my savings. Every withdrawal makes me a bit unsettled
@@ClemonSteve I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million
@@EbrahamAljalil I'm currently evaluating my portfolio and could use some guidance. How can I get in touch with your advisor?
@@ClemonSteve I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs
@@EbrahamAljalil Thanks ,i will get to her,
I am a btc . holder who is very confident, the more it dips is the more opportunity to add to my holdings. To me it genuinely felt like everything has been selling off for literally no reason, I mean companies with enough cash on hand to pay off debt like NVDA, PLTR and many others... This is the time to buy I mean many altcoins are down over 50% off their highs and in the dumpster, I've been buying continuously and am gonna continue to buy as cash comes in because there is a huge rally waiting to happen.Thanks a lot to Milton Harper, I was able to implement his method and adhere to his guidance, earning almost 9B TC in about two weeks.... Thanks to Milton for informing me, I no longer hold the view that the only meaningful investments are in stocks and real estate.
He's mostly on Telegrams, using the user name.
@MiltonHarper
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!
Best signal provider in the market. Knowledgeable, level headed no loss like some other traders who recently jumped on the bandwagon.
Thanks for sharing this here. A lot of beginners Like me are smashed out there every day. It's a good thing we have nice people here who want others to become successful as they are.
I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?
"Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such task
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
$GOOGL holder here. Welcome to the club!
I believe he has had google in his story fund since long time ago.
bruh... Not his new position.
Yeah but a relatively small position. Like 30k there and now 30k here.
@@apc9714
whats considered large then
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now. Some stocks have gained value. My portfolio is smiling and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
I’ve heard of her
How can i reach her, if you don't mind me asking?
My CFA Julianne Iwersen Niemann, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Found her online page by searching her full name, I wrote her an email and scheduled a call, hopefully she responds.
Being cheaper than a market that trades at 30x earnings doesn't mean much.
Google will bring in roughly 353b in revenue this fiscal year (15% up from last year) and the cashflow margin has been stable around 22% over the past decade, so ~77b.
Cashflow margin this year is in the low end of its distribution due to the increased capex, but Google goes though high-capex cycles often.
Of that cashflow, ~60% comes to you through net buybacks (47b in the first 9 months of FY24, minus 17b from stock compensation).
At $180/share, Google thus trades at 28x "average" cashflows (22% average margin on 353b revenue) and the buybacks represent an effective 2% yield, plus the marginal dividend.
So yes, it it keeps growing at double digit rates (bet number 1) and it continues trading at more than 28x cashflows (bet number 2), plus the yield, the return should be there.
On the multiple front though, you need a cooperative market: 10-15-year index returns from 30x earnings have been marginal every time through history, in every market.
On the growth front, it's just a bet.
Do you have a channel? lol
What's a better buy today?
@@JosephCarlsonShow cash?
you have a very dumb way of applying p/e ratios to companies. if you are using that logic SPY pe ratio would be well above 35 then. in general using the p /e as a metric in its own to value google is meaningless
@@user-zx8db8sf2thaha american cash???😂
Love it, Google is well valued right now.
It’s undervalued at this time still
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
Great Buying opportunities today. Embracing pullbacks and correction is key. This is where the money is made!
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I’m considering rebalancing my $900k portfolios, So I'm curious about the best strategies to sell and buy stocks for my portfolio to hedge against market downturns and generate profits. Is it still a good time to buy?
A good investment portfolio should feature three essential elements: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, talking to a fiduciary financial advisor would be a smart choice for expert advice.
This is why I entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Laurel Ann Watkins” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thanks for sharing. i searched her full name and found her web instantly. After reviewing her credentials and conducting due diligence, i reached out to her.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you. I just checked her out on the web browser, She seems really proficient. I'll follow up with an email. Thanks for the lead.
favourite notification of the week
A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist? I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market for regular income, but not sure of the right picks.
yes, transportation, e-commerce among other sectors are expected to experience growth, but who knows, the market has been a basket of surprises lately, it's better you consult a seasoned advisor
good gains! I once saw on the news folks that made fortunes from the Dotcom crash, as well as the 08’ crash and I’ve been looking into similar opportunities in this present markt, does your advisr work with any specific persons?
thanks for sharing, I must say Karen appears to be quite knowledgeable.. just inputted her full name on the web and at once came across her consulting page, no bs!
Do not touch KAREN LYNN CHESS! This is a con and the conversation above is staged to scam you.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
she's mostly on Whatapps,
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional…because i aren't know where the stock market is actually heading to in this recent time
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult..
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Ryan Wilday, has been an amazing experience..
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Video ends at 20:45
😂
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions.
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Judith Lynn Staufer, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
In the last 3 days, when stock prices plunged Retail investors sold $1 Billion. Institutional investors bought +$14 Billion. This is Market manipulation at its finest.
Short-term price movements are often influenced by market makers and algorithms, with analysts later offering questionable explanations. It's similar to a poker game, where the goal is to scare weak holders into selling by driving prices down, allowing the more experienced players to buy shares at a lower price.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
I've wanted to start investing for a few months, but haven't had the courage to do so because the market has been down for the majority of this year. Please provide additional information about her offerings and how I may feel confident in her skills.
Her name is “Sharon Ann Meny” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for sharing, I must say, Sharon appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.
Love the channel. Hate all the bots. Amazing how many there are.
Great video. As a long term holder and trader we don’t care much about current price. As a trader looking to buy when oversold and sell when overbought, the weekly and 2 week charts are showing us we’re oversold and it’s a great time to buy more. Price on 2 wk bouncing off a rising 20 MA. Price on weekly chart is bouncing off a rising 40 Ma. The stochastic RSI on both charts is way oversold. Translation, great time to buy. Thx again for the different ways/ perspectives/ lenses to look at BTC’s potential. BTC is the ultimate disruptor.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Alison Bruce Crypto, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Alisonbruce… that’s her name on
TE LEGRAM…
Got a chance to benefit from her services a few weeks ago and it has been a very smooth experience.
The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways
Her insights into the world of crypto are some of the most accurate I’ve come across, making her advice invaluable for both beginners and seasoned traders.
Railroads perform best with high oil prices. Buffett is betting on oil big. Could be a mistake selling railroads. That’s one stock everyone should always hold. Just like monopoly.
UNP
On energy in general, not just oil. I prefer having both Google and railroads though.
The war in Ukraine is bound to stop in the next year or two releasing Russian oil. The world is rolling out Solar and wind with ever cheaper battery backup like there is no tomorrow, China industry is cooling and at the same time EV sales there are rapidly heading towards 100%. With these in mind where do you see oil prices in 2027 or 2028? I'm guessing pretty much where they are now.
@@villagecarpenter2266 added a ton of UNP after its earnings report
I missed your Monday video about this
There was none
@@claudia-vp1kd it was on the joseph carlson after-hours channel
*I'm glad you made this video* it reminds me of my transformation from a nobody to good home, $89k biweekly and a good daughter full of love..
My advice to everyone is that saving is great but investment is the key to be successful imagine investing $15,000 and received $472,700.
Hello, I'm a Doctor from Scotland, how do you make such amount? I'm a born
Christian but sometimes I feel so down of myself because of low finance but I still believe in God.
Making touch with financial advisors like *Rosie Nolan Owen* who can assist you restructure your portfolio, would be a very creative option. Personal financial management will be crucial to navigating the next difficult times.
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!
Holy cow. That cloud growth is insane.
I’ve tried investing in various things that didn't work out as I hoped. I'm now considering ETFs as a more reliable option. What are the best 5 ETFs for a rookie investor looking to invest a lump sum? let's say $500,000
JEPQ is my favorite so far. It pays monthly with over a 9% yield and also has stayed fairly level. The down side is that it was incepted in 2022 which means there is not a lot of history. I also like FEPI and SPYT.
An ETF with more risk and payout is QDTE. It pays weekly but is higher risk because it just came out this year. The fund is based on covered calls which make money in any market, up or down.
The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
!!I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $2m+ before retirement
As a newbie investor, it’s essential for you to have a mentor to keep you accountable.
Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I don't really blame people who panic. Lack of
information can be a big hurdle. I've been
making more than $200k passively by just
investing through an advisor, and I don't have
to do much work. Inflation or no inflation, my
finances remain secure. So I really don't blame
people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?
look up her name on the web for her website.
ASML is another moat that is currently having a dip
Is SPGI’s recent dip buyable?
@@mariolancellotti5417 I would like to know too.
I bought, thought it was a good opportunity to add some more shares… but then again I'm just a stranger on the internet.
@ I don’t own it, it’s been on my watch list for a little while however. I own moody’s.
@@mariolancellotti5417 A company like SPGI almost always trades at a premium excluding general market crashes, so I don't think a forward P/E of 29 is unreasonable. The report was also a beat, and the stock went down which makes it a decent time to buy the stock in my opinion. Same with MCO, however I just prefer SPGI :). But like I said just my opinion.
@@mariolancellotti5417 A company like SPGI almost always trades at a premium excluding general market crashes, so I don't think a forward P/E of 29 is unreasonable. They also delivered a beat and the stock went down so I think It's a decent time to buy. Same with MCO however I prefer SPGI. Just my opinions :).
Imagine waking up, and Google is gone. Suddenly, the world is in chaos. That’s why I own the stock.
It's a good approach pretend you could wipe from existence a company that would cause the most chaos in the world due to it not being available. Look for companies like this to invest in.
Bing? Alphabet - yes. Google? Bad, but not chaos.
Literally. Every single company worth a damn uses Google for generating revenue.
Hello, I wish to start investing but i dont know where to begin. Any advice on how to invest my 200k cash savings?
Find the undervalued stocks to bring in a 50 percent annual return or consult with an expert to guide you.
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
pls how can I reach this expert, I need someone to help me manage my portfolio
Her name is *Victoria Louisa Saylor* . I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I’ve just looked up her full name on my browser and found her webpage, very much appreciate this
Prone:
Isn't it google which drive taxi without driver ? I like waymo and you are right, it should not be sold.
There are a lot of outside projects that only a big company can carry out.
RUclips
Expansion of the cloud
Evolution of the AI creates uncertainty
Cons:
Google value proposition in search is less precise too much ads ... they can't earn more or show more ads in a search request.
Evolution of the AI creates uncertainty
Yet too much stock base compensation
Your thoughts on space stocks and quantum computing stocks?
shocking of you to buy before earnings considering you say not to
Research
I am a little worried about growth projections of funds i kept in a HYSA north of $80k, I aim to avoid FOMO and look at buying at the dips. Am I better off investing into Gold as it seems stocks are a little too unstable right now?
Overall, most traders or investors still think this year would favor stocks, and other equity-based investments over cash-like investments. Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate! asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
That's incredible. Could you recommend who you work with? I really could use some help at this moment.
SHARON CRUMP CLINE is the advisor I use and i'm just putting this out here because you asked. You can Just search the name.
Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.
I doubled my position yesterday.
Thank you!
Great Job - Thank you - Joseph!!!
According to Waymo itself, the robotaxi business case only works in about 10 cities in the US. It will always stay small. The market seems not big enough.
And also regulations they have to keep meeting and passing and getting approval for in each city/state and potentially country?
That is the wrong way to look at this. The market is people's need for transportation, and that addressable TAM is huge. What is preventing someone to take a big chunk of the market is price and convenience. Current taxi model work mostly for travel when people are willing pay more and wait a bit for a ride, it is much cheaper to own your own car where you live. Waymo's problem is two fold, its prices are not cheaper than Uber, and they are not as widely available, so it cannot replace Uber. But when the cost per mile is 1/3 or 1/4 of Uber, you will see people switching from owning cars to getting a robotaxi provided the service is reliable. Again, there is no such thing as the Robotaxi market, there is the taxi market, and there is the personal transportation market.
yo!
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
'Sharon Ann Meny ' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Love it, i bought Google for the past 4 months
Should've put it into NVDA
Hi, is the link to your portofolio updated? Cause I saw multiple stocks which aren't there.
do you see what’s going on with crocs stock ?
I already joined Qualtrim but I do not see earnings calendar. Where can i see it?
It's "earnings" on the qualtrim menu. If you don't see it just hit CTRL + R to hard refresh the page, and the menu will update with the new earnings page.
Would you buy sofi?
SOFI Microsoft Google nvidia all rated buys
In order to safeguard my inherited $2.5 million portfolio, I was counselled to diversify my holdings among a number of assets, including equities and bonds. Inflation is catching up with my portfolio, and I'm used to merely purchasing and holding assets, which doesn't seem applicable in the present volatile market. My main concern is how I'll survive once I retire.
Although I primarily merely purchase and hold equities, my portfolio has been losing money for a time. Unfortunately, you will need to remain consistent and often rearrange your portfolio in order to be able to generate good gains.
I think investing was much simpler in the 1960s, but it's much more difficult now. Professionals are the ones that continuously make money, which is why I've been working with an advisor for the past five years to steadily increase my portfolio in anticipation of retirement.
@@j.ottinger Could you maybe provide more details about the advisor you work with? My partner has been thinking about taking the same path.
My CFA ’Annette Marie Holt’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look up on google and send her a message. You've truly motivated me. God's blessings on you.
buying google and apple right now is an unnecessary risk to take.
Will Qualtrim have option to search for stock outside US ?
Bought a month ago and had great returns. Gonna hold for some time.
Thank you
Could you please share your thoughts about palantir?! Appreciate it 🙏
Do you consider any tax implications before selling stock? Do you set money aside to pay for capital gains / income taxes?
This is a great question. Maybe he has losses to offset but who knows
He doesn’t have any losses
Bro makes 60k/month from his Patreon
I don't think he cares about having money set aside for taxes
@@Zeroneii3 Fair enough- I didn't know that. But more for us peasants: If there were a significant gain, how would you do the tax planning on the sale?
I love the insight! Thank you
What tool do you use to display your portfolio?
Really great content! As always.
Tip:
Buy commodity mines. Especially Silver & Gold mines. Soma Gold. Your welcome.
how about ABNB or a semiconductor stock - as an alternative investment?
I'm convinced that investing 50k-100k in the right company before it goes big is more important than saving for retirement. However, picking the right company is so hard. I have around 200k in a HYSA and want to invest it. What are the best opportunities now?
-In order to minimise risks and maximise growth, I think investors should begin with S&P 500/ETFs for a strong foundation, then diversify across asset classes and continue to invest regularly and systematically.
How do you spot a dip like you did in this video
I'm tired of these new buys every week, Just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you see AMZN and Costco as safe buys to outperform the market next year?
Stop buying every stock you see some RUclipsr recommend sometimes they do that to pump their bags. Seek guidance from a financial advisor instead of relying on RUclips for advice.
Same, I use RUclips for research only. All major investment decisions go through my advisor. The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $100k into $20k in annual dividends, a major milestone.
I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
*Marissa Lynn Babula* is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
great call, JoeyCar.. congrats!
If I had $360k, I would allocate $100k to tech stocks and $260k to dividend stocks with a proven track record-focusing on capital appreciation and year-over-year dividend growth.
I recently sold CP to buy HIMS I see it as a much faster growing company and I didn't have any cash on hand and CP was in the green and not doing much. With opportunity cost I figured I should buy a high reward stock and rebuild CP position later if I want to.
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.
The importance of mitigating risks might be why many investors are turning to advisors for guidance.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Can I try this? I need one to review my portfolio but anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it's not too much problem
Teresa L. Athas a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
"I'm not wrong, I'm going to be more right than just right."
Hi @joseph why you don't buy Dollarama? That's one the best stock
I can tank this guy protfoilio the moment I will buy his companies with my luck...
plz buy so i can buy cheaper lol
How about amd?
Your dividend portfolio link isn't updated yet.
Bad move, Russia just fined Google for $20,000,000,000,000,000,000,000,000,000,000,000
Cool
So about 20$ USD
tell Putin to try coming to collect it
And?
RUclips doesn’t need this Russian content either.
Does Qualtrim also have data on Canadian trading stocks?
Success depends on the actions or steps you take to achieve it. Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future.., I pray that anyone who reads this will be successful in life!!
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
JC do you look at tax’s on your option to sell a stock
Thanks for the stock analysis. They really help
I'm new to investing and would like some expert advice on the best strategies and resources for beginners.
Google: the first company to admit AI is not a product, it's an instrument
I am buying LVMH😊
Y?
Wait for 600
Joseph thoughts on bitcoin?
If s&p global msci & Moodys keep dipping I’ll be buying some shares 👍
Do you have to pay tax when you sell a stock to buy another one instantly?
No
On the gains, yes but that stock was barely up
No
Ok sure. But whats passive about it?
Bought AMD.
Nice work. I bought calls. One of the best moves Ive made.
He shows booking holdings in the video but I don't see it in the link he provided? Has he sold out of that ?
ASML, LVMH have good prices.
Impressive video coverage watching the market's ups and downs shows how quickly things can change. In the market, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around $87k to a decent $246k... I'm especially grateful to Aaron tactics and strategies.
AARONT44. 🌞🌞🌞🌞🌞
You are right and thank you Aaron. started investing in a year and it has not happened for a second (except it did not start investing years ago). I have made a lot of money on BTC and XRP without any worries.
was introduced to his services by my boss, Aaron is just more than a coach to me now...…..…
tele
gram
alphabet is grossly mispriced
Over or under?
@@ArtificiallyConcious why care what a stranger thinks?
@@max.8063 Why care what a stranger comments?
@@ArtificiallyConciousunder
Thoughts on TSM?
I DCA into google since june, its nice knowing I'm learning from Joseph buytng the same buy
Why did you stop doing the S&P 500 comparison?
His portfolio is up 149% over the last 5 years
The S&P is up 89% over the same period
What about ASML?