I really like Tom Lee. He is bullish, implementing a very rational and data driven approach. His predictions often come true. And he is very humble. One of my favorite Wall Street analysts.
I am fortunate that I did NOT follow his advice to buy small caps, which he suggested last December. Instead, I kept my investment in NVDA and earned over 200% on my investment. Now I can retire and live a pretty good life...
I am even more bullish on crypto. It is going to double next week. give me a break. No I think the market is going to pause from here until December because Fed will pause cutting.
Man I hate Joe Kernan. What an absolute POS he is day in and day out. Even in this clip he interrupts his guest several times before the guy even gets the first word out. He’s overwhelmingly political as well, unable to hide his biases in the slightest.
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 $1m+ before retirement, I'm 55.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
My CFA ’Amy Desiree Irish’ , 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.
100%. He interrupted Tom before he could answer two or three times in a row towards the end. He can’t even remember what year it is or clearly formulate a thought anymore. He’s done, please move on.
Yea he’s tough to listen to. Makes things so awkward, it’s like he doesn’t know how to ask a question sometimes. It comes out wrong, he feels like he needs to explain it, then ends up answering it for the guest.
Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude.Thank you for all the knowledge and nuggets you had thrown my way over the last year.
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Adam Jeremy. A widely known crypto consultant
Thank you for recommending Sarah Jennine Davis on one of your videos. I reached out to her and investing with her has been amazing. I paid off my $529k 15 years loan in 8 months. Now totally debt free with 2 paid off rentals. Love having no debt for the last 5 months. Thank you SARAH JENNINE DAVIS
I'm curious, what are some of the key factors that you consider when making investment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of investing?
Trump's policies will definitely favor small caps. His policies had been viewed by many experts as more positive for the financials sector, spurring this massive rally. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
I would say 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. A financial advlsor can really help you re-adjust and identify blind spots that you yourself do not notice, like mine did in advising me during COVID on how the pandemic will shape things, and I made it out big and still make up to at least 20k in dividend per month.
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?
$143k emergency fund, ready to make it rain... but energy stocks? Under Trump? Meh. Not as hot as everyone makes it seem. Maybe I should just light my money on fire instead-more predictable ROI! 😂 Seriously though, where’s the golden ticket sector for a newbie like me? Asking for my future yacht.”
Hey, congrats on the $143k stash, baller! But don’t write off energy stocks so fast-markets can be sneaky. That said, if you’re not sure where to start, get a pro on your side. My advisor saved me from some facepalm-worthy decisions. Worth it!
Totally feel you on the advisor thing. I’ve been sitting on my cash because I have no clue who to trust. Everyone says ‘find an expert,’ but where do you even start? It’s like shopping for a brain surgeon!
There are a handful of CFAs. I’ve experimented with a few over the past years, but I’ve stuck with Linda Aretha Reeves for some years now, and her performance has been consistently impressive. She’s known in her field-look her up!
“Saw Linda Aretha Reeves speak at a Bloomberg finance summit four years back, and she owned the stage! Brilliant insights. Definitely worth checking out!”
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?
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors 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.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next few months. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.
Elisse Laparche Ewing is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
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.
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2025?
I'd 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.
This is why I entrusted a fiduciary with my investmnt 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
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with please?
“Rebecca Nassar Dunne” has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Do you know her too? Her inspiring journey to success has become widely recognized, and she has earned a reputation for being exceptionally dependable and trustworthy.
I’ve been diligently working, saving and contributing towards financial freedom and early retirement, but the economy so far since the pandemic has eaten away most of my portfolio, what I want to know is this: Do I keep contributing to my portfolio in these unstable markets or do I look into alternative sectors.
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k 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?
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
I'm favoured only God knows how much I praise Him, $230k every 4weeks! I now have a big mansion and can now afford anything and also support God’s work and the church.
Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!
I remember giving her my first saved up $20000 and she opened a brokerage account with it for me, it turned out to be the best thing that ever happened to me.
I bought the Russell 2000 at 224 based on Tom Lee's generat recommendation and then it went to 218. But now it's gone to 238. I only have a small amount invested but I guess I'll hold and see what happens.
Dude, small caps are ripping right now and the year aint over. What are you talking about? Have you see Rusell breakout after 3 yrs. Do the work brotato!
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. 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
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors 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.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I really want to invest in the stock market, but I’m not sure where to start. I’ve been watching so many programs on RUclips, but it feels quite different from real trading.
Why not consider getting a good professional financial advisor who has experience with the market? They can provide the necessary guidance to help you avoid mistakes. You could also follow Tom Lee-his analyses are quite unique.
I’ve been following Tom Lee for a while and I really enjoy his videos. But can you tell me who your financial advisor is and how I can get in contact with them?
*Now, I Just realized that the secret to making a million is saving for better trades. I always tell myself you don't need that new Maserati or that vacation just yet. That mindset helped me make more money trading.. I Traded with 10k in Crypto and made about $146k,but guess what? I put it all back and traded again and now I am rounding up close to a million*
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.
Since working with Mary Peter, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!
I know Mary, she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial RUclipsrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound
Such uncertainty is the reason I don't base my conviction on rumors or a ''hearsay'' I have my day-to-day investing decisions being guided by an invt-advisor, seeing that their skillset is built around long and short term, both employing profit-oriented strategies and providing hedge against inevitable downtrends, coupled with exclusive analysis, it's near-impossible to not outperform. I've realized over $600k from $235k capital, since late 2019 just before the pandemic to date.
Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
Stacy Lynn Staples, a tech-savvy and forward-thinking woman in her 40s, possesses advanced knowledge and expertise in technology. With a contemporary approach to the markets, she has established herself as a highly skilled financial pro.
I feel investors should focus on under-the-radar stocks, considering the current rise of the stock market since trump was pronounced winner of the united state election. 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
A lot of folks downplay the role of advlsors 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.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Svetlana Sarkisian Chowdhury has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
Kernan cannot just ask a question and let any person sitting on the panel to answer. What is wrong with that person. I wait patiently to hear the answer from Tom, and kernen butts back in as Tom is answering it, then he shuts down to let kernan talk, so frustrating.
Given reduced inflation signals and as the Federal Reserve has halted rate hikes, what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
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'm ecstatic with Trump's victory and the year-end market surge. Which hidden jewels in the upcoming bull run would you buy with 150 grand right now? My goal is to position myself for a prosperous Q1 in 2025.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
"DCA DCA" is the sloppy term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% NVDA, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388 this year.
Sure i don't mind. I've stuck with ‘’Sophia Irene Powell ” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
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 Amazing Aaron whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
I'm a truck driver. I remember giving him my first savings of 20k dollars and he opened a brokerage account for me. It turned out to be the best thing that ever happened to me. I now own 10 trucks in Puerto Rico.
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
I'm glad you made this video. It reminds me of my transformation from nobody to a good home, an honest husband, earning $38k biweekly, and having a daughter full of love❤️
Hello 👋 how do you make such weekly amount?? I'm a born Christian and sometimes I feel so down of myself because of low finance but I still believe in God
As a beginner investor, it's essential for you to have a mentor to keep you accountable. Elizabeth regina nelsen is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessment, ensuring my trades decisions align with market dynamics for optimal returns.
I hit $113k 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.
It's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Evelyn Vera. for years and highly recommend her I focus on him. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I sold most my positions during the dip at a loss and now those stocks are doing well. Most of my holdings are in cash of about $300k now. How do I stay invested and think long-term to help me ride out the market’s ups and downs.
A long-term approach can definitely help with navigating market volatility. Set Clear Goals, Focus on Quality Investments,Stay Patient and Avoid Emotional Reactions, and Work with a Financial Advisor
After selling at a loss during the dip, I was hesitant to reinvest my $600K. My financial advisor created a long-term strategy, focusing on diversification and dollar-cost averaging. In just 18 months, my portfolio grew to $850K. Their guidance has been invaluable in helping me stay steady and think long-term through market changes.
That's amazing! Could you share how I might get in touch with your advisor? I’d love to learn more about their approach and see if they can help me achieve similar results.
Absolutely! My advisor’s name is Jennifer Leigh Hickman. I’d be happy to connect you-Hickman has been fantastic in helping me build a solid, long-term strategy. I'll introduce you so you can explore how they might help with your goals too.
With the rise of Bitcoin and the potential for small caps to outperform, I'm cautiously optimistic. Still, with the market volatility and economic uncertainty, it's tough to decide where to allocate funds. Keeping an eye on AI stocks like NVIDIA, but also considering diversification in this environment.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
Trump's policies had been viewed by many experts as more positive for the financials sector, spurring this massive rally. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
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.
Big Tech stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 2025.
My CFA ’Amy Desiree Irish’ , 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.
Roughly $120K in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
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.
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.
My CFA ‘Grace Adams Cook’ , 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 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.
Why does CNBC persist in allowing Kernan to spout his political bile endlessly? How does this help make an objective opinion on financial news. Get rid of him please.
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
It might be difficult finding the next apple within the tech stock sector, apple has performed way better than the others, maybe look outside of tech stocks.
well things are different now, same market strategies applied over last decade wouldn’t apply to the current market, so to actually figure out how to outperform the market and stay afloat for the next decade, you should reach out to a financial advisor, that’s how I’ve managed to gain over $450k in profit this past couple years
Definitely! All of this happened in less than a year after *Izella Annette Anderson* told me what to do. I started with less than $100,000, and now I'm about 17,000 short of having a quarter million dollars.
Crypto is risky as many would say but I think the actual risk in Crypto is not investing. Basically, I just made my first $300,000 in crypto market and I barely know how to express how happy and excited I am right now. This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many losses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Ryan Donald Robert. A widely known crypto consultant
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.
@@SarahJosh-v3y Factos!! Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
@@OmvirGold 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.
@@BobbyUpadhyay-v3b My CFA, Ralph Anythony D,auge, is a renowned figure in his field. I recommend researching him name online; you’ll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
I just looked up his website on google and I would say he really has an impressive background in investing. I have sent him an email hope he gets back to me soon. Thanks
AI stocks are currently experiencing volatility, but with the right strategy and analysis, there’s significant potential for gains. Bloomberg and other financial outlets have reported cases of individuals earning over $250K in just a matter of weeks or months. It’s clear that, there’s a wealth transfer taking place-provided you know where to focus your efforts.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors 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.
This is definitely considerable! think you could suggest any professional/advlsors i can get on the phone with? i'm in dire need of proper portfollo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
The election and end-of-year market boost have me really pumped. If you had $80,000 right now, what hidden gems would you invest in? I’m aiming to set myself up for a strong financial year in 2025.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
Kathleen Cheryl Constantz is the fiduciary I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Election is one of those things that could really contribute to portfolio growth and vice versa. I've been going hard with my investments this year and have been able to build up to 180k, Are there tips I could apply to help me grow my portfolio even more during and after this election season?
If you are in cross roads or need sincere advice on the best moves to take now its best you seek an independent advisor who knows about the financial markets. It's better to hire a skilled financial planner especially if you're not one yourself. I hired one, after my retirement pension took a hit in April due to the crash.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
My CFA ’Gabriel Alberto William a renowned figure in his line of work. I recommend researching his credentials further. he has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
For new investors: Buy stocks in solid companies and hold them as long as they stay strong. Ignore forecasts and market opinions-they’re distracting at best and useless in the long run
The key to strong returns isn’t quick-gaining assets but managing risk in relation to reward. It’s about maintaining the right allocation and consistently using your edge to reach your goal. This holds true for everything from long-term wealth building to short-term market plays
With stocks so expensive right now, the main aim after the polls for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
Such uncertainties are the reasons I don’t base my judgement on a ''heresay''. 2020 had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. To date, I've scaled up nearly 220% ROI. it's been 4 years and counting. I and my advisor are working on a 7 figure ballpark goal and we're not far.
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider independent financial advisors like "Jennifer Leigh Hickman" I've worked with her and I'd gladly commend her exemplary service on a public post.
Workers in Southeast Asian make about .5 to 1 USD per hour and they are barely surviving. No way US factory coming back. Trump’s empty promises to his non- educated base to get their votes.
If you lower taxes AND reduce spending it will be fine. SPENDING is the problem overall. Money, at its base, is extremely simple. This is one of the main reasons Warren B. is so successful.
The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot.... Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I really like Tom Lee. He is bullish, implementing a very rational and data driven approach. His predictions often come true. And he is very humble. One of my favorite Wall Street analysts.
@@carlobaratti1322 stop listening to these fools
me too.. he is top 3 in my book
I am fortunate that I did NOT follow his advice to buy small caps, which he suggested last December. Instead, I kept my investment in NVDA and earned over 200% on my investment. Now I can retire and live a pretty good life...
I am even more bullish on crypto. It is going to double next week. give me a break. No I think the market is going to pause from here until December because Fed will pause cutting.
@robbrown4621 Tom Lee has always been very bullish on nvidia. And I'm convinced the Russell 2000 will outperform thr S&P 500 in 2025
Tom is the coolest guy on Wallstreet! 😎 📈📈📈📈🔥🔥🔥
Ppppffffttt😅😅😅😅
he really is... just the best
Whats wrong with his eyes?
Dan Ives too 🎉🎉🎉
@@michaelc1063Asian?
Always good to hear from the great Tom!
He is repeating what others are saying. Must be true.
We love Tom on this show
Speak for yourself
We love perma bullah Tom Lee and Dan Ives on this show....haha ~ Animal Spirits and Crypto Moonbois :-)))
@@jimbojimbo6873 He is speaking for you. Too bad :-)
@@jimbojimbo6873 Is that you Greg Branch?
Man I hate Joe Kernan. What an absolute POS he is day in and day out. Even in this clip he interrupts his guest several times before the guy even gets the first word out. He’s overwhelmingly political as well, unable to hide his biases in the slightest.
That happens on every major news organization.....EVERY single one has a bias that the masses can see.
I agree with you completely.
Just like a hick Trump supporter. Not surprised at all. I bet Tom really can't stand him.
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 $1m+ before retirement, I'm 55.
Your allocation looks solid. Consider dollar-cost averaging & dividend reinvestment. I suggest you consult with a financial advisor for guidance.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
My CFA ’Amy Desiree Irish’ , 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 just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Tom is THE man! :)
In Tom Lee we trust
@@Max-us5xl I wouldn't let tom Lee pack a parachute for a pigeon
In Tom Lee We Trust 📈🇺🇸
Joe should be fired. He is miserable, always interrupting guests etc
He is doing great. Keep Joe on.
Haha
100%. He interrupted Tom before he could answer two or three times in a row towards the end. He can’t even remember what year it is or clearly formulate a thought anymore. He’s done, please move on.
Absolutely! He asks a question then answers it too. You are a nobody, let Tom talk!
Yea he’s tough to listen to. Makes things so awkward, it’s like he doesn’t know how to ask a question sometimes. It comes out wrong, he feels like he needs to explain it, then ends up answering it for the guest.
Tom Lee is the only analyst I listen to.
Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude.Thank you for all the knowledge and nuggets you had thrown my way over the last year.
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Adam Jeremy. A widely known crypto consultant
I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimonies on CNBC news last week...
I'm a beginner please how can i reach out Adam Jeremy
Thank you for recommending Sarah Jennine Davis on one of your videos.
I reached out to her and investing with her has been amazing. I paid off my $529k 15 years loan in 8 months. Now totally debt free with 2 paid off rentals. Love having no debt for the last 5 months. Thank you SARAH JENNINE DAVIS
Wow, congratulations on your impressive investment success!
I'm curious, what are some of the key factors that you consider when making investment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of investing?
@@Olivian423 You need a pro that is good at navigating the market. Someone like Sarah Jennine Davis she trade for me.
I agree just reached My goal of $300k
This is really helpful for my situation, do you know how much is ok for a start, how can i get to her please
Tom Lee is such a humble Bodhisattva who benefits everybody!
Thank You Tom Lee.
Excellent interview Joe.
...amazing week !!!
Absolutely awesome. Joe giving Tom his flowers.
Joe is like a kid excited to get his weekly Tom Lee dose 😂
Joe gets his marching orders today.
Aren't we all?
@@dgaz3057 We can only hope so
He’s not excited to see Tom he’s excited to gloat
Trump's policies will definitely favor small caps. His policies had been viewed by many experts as more positive for the financials sector, spurring this massive rally. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
I would say 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. A financial advlsor can really help you re-adjust and identify blind spots that you yourself do not notice, like mine did in advising me during COVID on how the pandemic will shape things, and I made it out big and still make up to at least 20k in dividend per month.
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.
Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.
$143k emergency fund, ready to make it rain... but energy stocks? Under Trump? Meh. Not as hot as everyone makes it seem. Maybe I should just light my money on fire instead-more predictable ROI! 😂 Seriously though, where’s the golden ticket sector for a newbie like me? Asking for my future yacht.”
Hey, congrats on the $143k stash, baller! But don’t write off energy stocks so fast-markets can be sneaky. That said, if you’re not sure where to start, get a pro on your side. My advisor saved me from some facepalm-worthy decisions. Worth it!
Totally feel you on the advisor thing. I’ve been sitting on my cash because I have no clue who to trust. Everyone says ‘find an expert,’ but where do you even start? It’s like shopping for a brain surgeon!
There are a handful of CFAs. I’ve experimented with a few over the past years, but I’ve stuck with Linda Aretha Reeves for some years now, and her performance has been consistently impressive. She’s known in her field-look her up!
Just looked her up, and wow-she’s exactly what I needed to get my financial life together. Big thanks for the recommendation!
“Saw Linda Aretha Reeves speak at a Bloomberg finance summit four years back, and she owned the stage! Brilliant insights. Definitely worth checking out!”
Let the man talk!
Please let him answer before interjecting, specifically on projections
Tom Lee his hair is bullish !!!
LOL, never bet against his hair
😂
Yes, it seems higher than usual 😊
🙌🏻 first thing notice
😂😂😂😂
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?
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors 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 you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next few months. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Elisse Laparche Ewing is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
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.
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2025?
I'd 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.
This is why I entrusted a fiduciary with my investmnt 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
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with please?
“Rebecca Nassar Dunne” has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Always love to listen to Tom!
I'm new to investing and would like some expert advice on the best strategies and resources for beginners.
Building a financial portfolio can be daunting. Getting expert guidance ensures informed decisions.
I achieved significant returns, earning $115,000, by investing in a diversified mix of high-dividend stocks and ETFs.
To achieve your goals, work with a trustworthy trader like Della Martin
Do you know her too? Her inspiring journey to success has become widely recognized, and she has earned a reputation for being exceptionally dependable and trustworthy.
I'm in total agreement. Her openness and sincerity are qualities that command respect and admiration.
I’ve been diligently working, saving and contributing towards financial freedom and early retirement, but the economy so far since the pandemic has eaten away most of my portfolio, what I want to know is this: Do I keep contributing to my portfolio in these unstable markets or do I look into alternative sectors.
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k 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?
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
TOM LEE IS THE MAN! 💪🏻🙌🏻
I'm favoured only God knows how much I praise Him, $230k every 4weeks! I now have a big mansion and can now afford anything and also support God’s work and the church.
Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??.
I remember giving her my first saved up $20000 and she opened a brokerage account with it for me, it turned out to be the best thing that ever happened to me.
Joe let the man talk
Now see, last year he said 2024 was going to be the "year of the small caps". Am I the only one who remembers that?
I remembered this too
2024 isn't over. The big run up in small caps last year happened in the last two months of the year.
I bought the Russell 2000 at 224 based on Tom Lee's generat recommendation and then it went to 218. But now it's gone to 238. I only have a small amount invested but I guess I'll hold and see what happens.
@@user-ty2uz4gb7vwhich etf?
Dude, small caps are ripping right now and the year aint over. What are you talking about? Have you see Rusell breakout after 3 yrs. Do the work brotato!
Great suggestions. So glad ASX:PEN is finally taking off.
That was funny when Tom said 6700, and Joe was like that is 20%, and Tom was like that is more closer to 10-15% in the nicest way possible. haha.
King Tom, cool and brave man🥰, hello from Slovenia
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. 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
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors 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.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
I love Tom Le he is always right on ❤
Tom Lee’s predictions often come true, thanks to his rational and data-driven approach. I must also say he’s very humble.
Tom Lee and my financial advisor had the same prediction about the market during the election.
Tom Lee is a living legend, but Joe is such a big jerk.
I really want to invest in the stock market, but I’m not sure where to start. I’ve been watching so many programs on RUclips, but it feels quite different from real trading.
Why not consider getting a good professional financial advisor who has experience with the market? They can provide the necessary guidance to help you avoid mistakes. You could also follow Tom Lee-his analyses are quite unique.
I’ve been following Tom Lee for a while and I really enjoy his videos. But can you tell me who your financial advisor is and how I can get in contact with them?
LEGEND
*Now, I Just realized that the secret to making a million is saving for better trades. I always tell myself you don't need that new Maserati or that vacation just yet. That mindset helped me make more money trading.. I Traded with 10k in Crypto and made about $146k,but guess what? I put it all back and traded again and now I am rounding up close to a million*
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.
Since working with Mary Peter, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!
I know Mary, she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
Interesting! But I'm new here. How can I get to this person's guidelines??
She mostly interacts on Telegrams, using the user-name,
Tom is not pretty bullish he is pretty right on the money
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial RUclipsrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound
Such uncertainty is the reason I don't base my conviction on rumors or a ''hearsay'' I have my day-to-day investing decisions being guided by an invt-advisor, seeing that their skillset is built around long and short term, both employing profit-oriented strategies and providing hedge against inevitable downtrends, coupled with exclusive analysis, it's near-impossible to not outperform. I've realized over $600k from $235k capital, since late 2019 just before the pandemic to date.
Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
Stacy Lynn Staples, a tech-savvy and forward-thinking woman in her 40s, possesses advanced knowledge and expertise in technology. With a contemporary approach to the markets, she has established herself as a highly skilled financial pro.
I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
Tom is the GOAT. You can't change my mind.
This guy always makes a lot of sense.. unlike the others
I feel investors should focus on under-the-radar stocks, considering the current rise of the stock market since trump was pronounced winner of the united state election. 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
A lot of folks downplay the role of advlsors 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.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Svetlana Sarkisian Chowdhury has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
My favorite Tom is smart ❤
Kernan cannot just ask a question and let any person sitting on the panel to answer. What is wrong with that person. I wait patiently to hear the answer from Tom, and kernen butts back in as Tom is answering it, then he shuts down to let kernan talk, so frustrating.
I love when Tom predicts the S&P at 6700 next year, and Joe goes “up 20%?” No, try again. That’s pretty basic math Joe.
@@993mike😂 I don’t know how that guy got the job or still keeping it
I have written to CNBC about this and they have done NOTHING.
He’s a big time babbler. Likes to hear himself talk.
Tom's Hair Saved us all
Wasn't small caps supposed to be up 50% this year?
Soun, Tost,pltr, joby,dash, solv
@@Anax14442 Literally none of these companies are small cap. Ensure you know what you're talking about before commenting on the net.
@@RealSerie26 can you give me examples of small caps please? thanks alot
love
tom lee
Given reduced inflation signals and as the Federal Reserve has halted rate hikes, what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
@@Jeffcraparo I need a guide so i can salvage my port-folio and come up with better strategies. How can one reach this advisor?
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..
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.
in Tom Lee we trust!!!
Love Tom Lee ......Joe is an absolute jerk!
Yes indeed
True
Tom Lee is King.
I'm ecstatic with Trump's victory and the year-end market surge. Which hidden jewels in the upcoming bull run would you buy with 150 grand right now? My goal is to position myself for a prosperous Q1 in 2025.
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
"DCA DCA" is the sloppy term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% NVDA, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388 this year.
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
Sure i don't mind. I've stuck with ‘’Sophia Irene Powell ” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Great video
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 Amazing Aaron whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
He mostly interacts on Telegrams, using the user-name,
@AmazTradeS ⭐⭐⭐
Oh yes!! Amazing has been a great help when it comes to generating accurate signals for traders, both old and current!!aa
I'm a truck driver. I remember giving him my first savings of 20k dollars and he opened a brokerage account for me. It turned out to be the best thing that ever happened to me. I now own 10 trucks in Puerto Rico.
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
We love Tom Lee
I'm glad you made this video. It reminds me of my transformation from nobody to a good home, an honest husband, earning $38k biweekly, and having a daughter full of love❤️
Hello 👋 how do you make such weekly amount?? I'm a born Christian and sometimes I feel so down of myself because of low finance but I still believe in God
38k a week,
Wow. That's a lot.
How do u do it?
As a beginner investor, it's essential for you to have a mentor to keep you accountable. Elizabeth regina nelsen is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessment, ensuring my trades decisions align with market dynamics for optimal returns.
Thanks to Mrs Elizabeth Regina Nelson's time in my life,which had a profound impact on me.
Wow! I'm kind of in shock that you mentioned the expert, Elizabeth Regina Nelsen. What a coincidence!!
Let's go TOM LEE!
I hit $113k 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.
It's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Evelyn Vera. for years and highly recommend her I focus on him. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
It is very encouraging to see Evelyn Vera here, I started with 3k now with good returns.highly recommended..
Hey 👋please can you aid me on how to connect with her services???
@@Eduvige-q7jYes of course
That's her Whats Apps info…
I sold most my positions during the dip at a loss and now those stocks are doing well. Most of my holdings are in cash of about $300k now. How do I stay invested and think long-term to help me ride out the market’s ups and downs.
A long-term approach can definitely help with navigating market volatility. Set Clear Goals, Focus on Quality Investments,Stay Patient and Avoid Emotional Reactions, and Work with a Financial Advisor
After selling at a loss during the dip, I was hesitant to reinvest my $600K. My financial advisor created a long-term strategy, focusing on diversification and dollar-cost averaging. In just 18 months, my portfolio grew to $850K. Their guidance has been invaluable in helping me stay steady and think long-term through market changes.
That's amazing! Could you share how I might get in touch with your advisor? I’d love to learn more about their approach and see if they can help me achieve similar results.
Absolutely! My advisor’s name is Jennifer Leigh Hickman. I’d be happy to connect you-Hickman has been fantastic in helping me build a solid, long-term strategy. I'll introduce you so you can explore how they might help with your goals too.
I’ve just looked up her full name on my browser and found her webpage, very much appreciate this
With the rise of Bitcoin and the potential for small caps to outperform, I'm cautiously optimistic. Still, with the market volatility and economic uncertainty, it's tough to decide where to allocate funds. Keeping an eye on AI stocks like NVIDIA, but also considering diversification in this environment.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Her name is “Kenia Giordani Borges”. Just look her up, and you'll find the details to set up an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
Let's go Tom!!
Trump's policies had been viewed by many experts as more positive for the financials sector, spurring this massive rally. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
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.
Big Tech stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 2025.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
My CFA ’Amy Desiree Irish’ , 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 just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Roughly $120K in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
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.
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.
My CFA ‘Grace Adams Cook’ , 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 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.
Why does CNBC persist in allowing Kernan to spout his political bile endlessly? How does this help make an objective opinion on financial news. Get rid of him please.
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
It might be difficult finding the next apple within the tech stock sector, apple has performed way better than the others, maybe look outside of tech stocks.
well things are different now, same market strategies applied over last decade wouldn’t apply to the current market, so to actually figure out how to outperform the market and stay afloat for the next decade, you should reach out to a financial advisor, that’s how I’ve managed to gain over $450k in profit this past couple years
@@hunter-bourke21Impressive can you share more info?
Definitely! All of this happened in less than a year after *Izella Annette Anderson* told me what to do. I started with less than $100,000, and now I'm about 17,000 short of having a quarter million dollars.
Thank you. I will search on her site online and do my due diligence. If She seem proficient. I write her an email and scheduled a phone call
Tim is great
Crypto is risky as many would say but I think the actual risk in Crypto is not investing. Basically, I just made my first $300,000 in crypto market and I barely know how to express how happy and excited I am right now.
This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many losses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Ryan Donald Robert. A widely known crypto consultant
I've come across this name before, is he really reliable?
He's mostly on Telegrams, using the user.
@RobertRyanD THAT'S IT
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.
@@SarahJosh-v3y Factos!! Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
@@OmvirGold 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.
@@BobbyUpadhyay-v3b My CFA, Ralph Anythony D,auge, is a renowned figure in his field. I recommend researching him name online; you’ll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
I just looked up his website on google and I would say he really has an impressive background in investing. I have sent him an email hope he gets back to me soon. Thanks
Da.mn Tom! I'm already buying as much as i can!
wow he is a bit too bullish this time honestly. 6700 sp is insane.
That would be 13 percent from now to December 2025. It's possible.
Love Tom Lee a very calm bull. Also shout out to the Animal Spirits podcast those guys are awesome.
just dropped 10k into small caps etf!!!
Which etf. I am confused. Russel 200 or sp 600 small cap? Especially growth based on momentum based on the plain one?
@@RahulMondal-ju9ov id use TNA 2x bull for efficiency. I have some money there now.
Which ones?
@ VBR
TOM IS A LEGEND 🙌🏽🙌🏽🙌🏽😁😁😁😂🇺🇸🇺🇸🇺🇸🇺🇸
AI stocks are currently experiencing volatility, but with the right strategy and analysis, there’s significant potential for gains. Bloomberg and other financial outlets have reported cases of individuals earning over $250K in just a matter of weeks or months. It’s clear that, there’s a wealth transfer taking place-provided you know where to focus your efforts.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors 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.
This is definitely considerable! think you could suggest any professional/advlsors i can get on the phone with? i'm in dire need of proper portfollo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Tom!!
The election and end-of-year market boost have me really pumped. If you had $80,000 right now, what hidden gems would you invest in? I’m aiming to set myself up for a strong financial year in 2025.
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
wow!! this is impressive.. how can i reach this advisor if you don't mind me asking?
Kathleen Cheryl Constantz is the fiduciary I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Tom Lee has a mane of magnificense
Small caps are in for a rollercoaster ride with a chaos ahead.
@jamesw6069
Agree.
..lotta ' if ' to be toooo bullish
...but this is fun currently
@@AcmePotatoPackingPocatellowhy so? It has underperformed heavily till now? Pe expansion is possible
@RahulMondal-ju9ov
..short term tho i want to see how Ukraine, Israel play out.
Which small cap etf. I am confused. Russel 200 or sp 600 small cap? Especially growth based on momentum based on the plain one?
Election is one of those things that could really contribute to portfolio growth and vice versa. I've been going hard with my investments this year and have been able to build up to 180k, Are there tips I could apply to help me grow my portfolio even more during and after this election season?
If you are in cross roads or need sincere advice on the best moves to take now its best you seek an independent advisor who knows about the financial markets. It's better to hire a skilled financial planner especially if you're not one yourself. I hired one, after my retirement pension took a hit in April due to the crash.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
My CFA ’Gabriel Alberto William a renowned figure in his line of work. I recommend researching his credentials further. he has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for putting this out, it has rekindled the fire to my goal
What a wonderful day and week this is .
For new investors: Buy stocks in solid companies and hold them as long as they stay strong. Ignore forecasts and market opinions-they’re distracting at best and useless in the long run
The key to strong returns isn’t quick-gaining assets but managing risk in relation to reward. It’s about maintaining the right allocation and consistently using your edge to reach your goal. This holds true for everything from long-term wealth building to short-term market plays
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks
Impressive can you share more info about your financial adviser?
@@nancy_codsounds like a scam
Yes i will and his name is Gabriel Alberto William, he is not just a broker, he is a financial adviser that give advice on any financial matters
IONQ is up 200% in the last month, RGTI is up at least 100%. Quantum is going to BOOM in the next 4 years.
Joe is happy as hell 😂
Legend.
With stocks so expensive right now, the main aim after the polls for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Buy GME, DJT!!!
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
Such uncertainties are the reasons I don’t base my judgement on a ''heresay''. 2020 had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. To date, I've scaled up nearly 220% ROI. it's been 4 years and counting. I and my advisor are working on a 7 figure ballpark goal and we're not far.
@@LuvmeRos I find your situation fascinating. Would you be willing to suggest a trusted advisr you've worked with?
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider independent financial advisors like "Jennifer Leigh Hickman" I've worked with her and I'd gladly commend her exemplary service on a public post.
How is 6700 on S&P 20% from current levels??
Looks like they didn't drink coffee this morning
Peter lynch: High can go higher and higher
Joe obviously didn’t get that job based on his math skills. 😂
He said 10 to 15% not 20...
legend
People don’t understand the 500 trillion asset that is America. Export oil, minerals, and metals. Bring manufacturing back to America.
@@speaktruth8739 not going to happen
@@AaronRussell-k9kWe will see.
Workers in Southeast Asian make about .5 to 1 USD per hour and they are barely surviving. No way US factory coming back. Trump’s empty promises to his non- educated base to get their votes.
Who needs education or reality when you have hopes and dreams and animal spirits? /s
@@rogergeyer9851 Sorry that hopey changey thing didn't work out
If you lower taxes AND reduce spending it will be fine. SPENDING is the problem overall. Money, at its base, is extremely simple. This is one of the main reasons Warren B. is so successful.
Here you have it folks:Joe struggling with percentages and what year he's in...
From over 6000 to 6700… “THATS another 20%!!” 😂
The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot.... Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
how can I get your advisor please, if you don't mind me asking? I could really use a help as of now.
Her name is 'Kenia Giordani Borges’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Tom Lee!
This guy innterupts Tom Lee too much
The ones that hold tons and tons hard gold tom
Hes been pumping IWM for over a year now. Eventually hell be right
he's been right about pretty much everything so far so...
Try UWM, 2X!