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My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
'Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead, curiously searched her on the web by her full name and spotted her consulting page, no sweat. Just sent her an email, hoping she gets back to me soon..
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
currently I'm managing my finances wisely and being frugal. In the last 19 months, my investments grew by 43%. However, I've had losses in the past month, making me anxious. I'm unsure whether to sell everything or wait.
Sometimes Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over.
brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
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?
She goes by ''Ellen Geskin Kettle'' a seasoned advisor with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
The Nasdaq has outperformed the S&P500. If you applied the same logic for investing in the S&P500 over an All World index, you can apply the same logic for investing in the Nasdaq over the S&P500. For me the All World makes more sense
The S&P 500 has always been a solid choice for long-term investors. It represents a broad cross-section of the U.S. economy and includes some of the largest and most successful companies in the world. Over the long run, it has historically provided strong returns, so if you’re thinking long-term, it could still be a great option
That’s true. I like the idea of investing in something that’s diversified across many sectors. It seems safer than trying to pick individual stocks, especially since the S&P 500 has been such a reliable performer. but with all the economic uncertainty, I’m worried that we might be heading into a period where the S&P 500 could struggle
I’m worried that I might be buying in at a time when the market is about to take a hit. On the other hand, if I don’t invest, I could miss out on potential gains if the market does well. It feels like a tough decision
It is tough, especially because timing the market is so difficult. If you wait for a downturn, you might miss out on gains, but if you invest now, there’s always the risk of short-term losses. The key is figuring out how much risk you’re willing to take and how long you’re planning to stay invested. That’s where a financial advisor could really help
How can I get in touch with a trusted advisor? I feel like I’m stuck between wanting to invest for the long term but being nervous about short-term risks
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
There is 55% overlap with the holdings in VOO and VUG. 1 is tech heavy and the other is financials heavy similar, but not the same. VOO tracks the S&P 500; VUG is just focused on large cap growth stocks. VUG is a bit more volatile, but with a higher upside potential. VOO is a bit safer. I’ve never heard anyone advise against multiple ETFs/mutual funds. You just have to be aware of overlap. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
‘’Marisa Breton Dollard’’ 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’m investing 50% S&P500, 40% world index fund and 10% individual stocks. Investing £300 per month and rising for the long term (+20 years) Sit tight, hang on and enjoy the downs for opportunities as well as the ups for the easier thrills 😮
Vanguard 70% S&P 500, 20% developed world, 5% developed Asia ex Japan, 5%emerging markets is what I use covering all bases, I can control it better than a a Whole world fund
I'm thinking to put some cash in stocks, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
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.
I've been able to scale from $350K to $920K this season because my FA figured out Defensive strategies to protect my portfolio and profit from this roller coaster market.
The decision on when to pick an Adviser is a very personal one. I take guidance from “Susan Kay Mack” to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Thank you for this tip. It was easy to find your FA on the web, did my due diligence on her before reaching out to her. She seems proficient considering her résumé.
Hi Mitch, firstly love the content. Pitched at just the right level. I am a new investor (started on 1st Jan 24) I just wondered if you think I am doing my investing journey correctly? 😂 I am 55yrs old. I already receive a pension and am lucky enough to be able to work again growing a second DB pension for when I choose to retire again! I am lucky enough to own 3 properties that I rent out in the UK. I have started a T212 ISA in both cash and S/S. £5K in the cash ISA as my emergency pot. Then £15k in a S/S ISA. But I was always worried about being a tinkerer. So within the £15k 75% is in a the S&P 500. The other 25% is based on 15 dividend paying UK stocks that offer a bit of excitement seeing the dividends roll in every month. I am able to invest £500 per month into these stocks in the same proportions (75% and 25%). My plan is just to leave the S&P to grow and if I get the urge to tinker I can use the less expensive stocks to have some fun without messing it up too much. Thanks again and keep up the good work.
@@colinhaynes7123 hey Colin - thanks so much! It looks like you’ve got a solid asset base across the board, I can’t give specific financial advice but it seems like you’re aligned to your own risk appetite and investment objectives so nothing to add! There’s also nothing wrong with having a tinker in the market too, it definitely satisfies the itch we all have in us! 😆
I’ve decided to go with a 70/30 split for Vanguard FTSE All World and NASDAQ100 I understand there is a slight overlap but thats what im aiming for. I want the global diversification with a slightly larger weight in the US. im fairly young at 24 so im more willing to ride out any downs that come with the higher risk of NASDAQ100
I know that the given strategy when it comes to investing is to dollar cost average in, 'set & forget' and to let it ride, but recently I've been experimenting with a trailing stop loss. I've found that this way when things are going south you get out securing your profit and then once things have settled usually a few days later you buy back in again, but now with more shares and oftern at a lower average. Be interesting to hear your thoughts on this...
Hi Thank you for the video id like to ask a question I’ve been following you since beginning and I see that in a video you say that you get bigger returns because even in bear market you invest or you doubled your investing each month. The other day I watched your monthly investing portfolio video and you say that you hold on some positions and stop putting more money in. Why do you put more money in some stock monthly even if it’s a bear market and why do you hold your position in others? Thank you for taking time explaining
These have always been long term ETFs, just whack it in there and forget. Although my S&P500 share in my GIA is low because I like to do riskier things in there, my ISA is 70% S&P500.
Im early days but investing good chunk of money each month. Im putting 500 minium a month plus Weekly payments of various ammounts so some months its 500 on 1st then 200 throughout month others could be more or less. I currently have s&p tech only (iitu) aswell as vanguard all world. I wish i had done this different and had either all world or whole s&p 500. I currently have 2k in my all world and 1.4k in (iitu) im thinking once my iitu comes back into green selling and putting that into all world. Or should i sell both and just get s&p
Gold is a great buy to hold long term. I have a tube of American Gold Eagles as my emergency fund, I bought it in 2010 and it's $53k now. Nearly doubled in value, most of the silver I bought around that time for $13 an ounce it's over double now. People who say precious metals aren't a good way to preserve wealth for a long time don't really know what they're talking about. Metal is REAL money
I'm new to investing. Actually started this month. So far put 6k in but really finding it hard to put more in atm. I have quite a lot of savings in high interest. Although I want to buy buy buy atm holding off and drip feeding. What would others do buy 100% or dca a chunk of cash in atm?
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Ive got a few index funds on the go, its more weighted to the s&p 500 and just buy in each month. I dont have the right attitude to chase individual stocks, think about them too much.
It’s ok saying the US might not be the leader in the future but it’s provided consistent reliable growth over the last 30 years. Sure there’s been crashes but they always manage to recover. Going back to the race driver analogy, would you put your money on Hamilton who has great track record over another guy who’s lost most of his races and you’re unsure if he will ever win again? I don’t see any other country innovating like US companies and if any company comes close the US companies just gobble them up in an acquisition.
It's priced in. These stocks are expensive relative to their fundamentals. Think about it, if Apple or other so called innovative US companies are 5x more expensive than it is today, you would still make the same argument. That's when you should reflect on how you're thinking about investing. Of course, if you're arguing that the market is pricing these already highly priced companies unfairly low, based on their future cash flows, then there's an argument to be made. A great company at a fair price can be a good investment. A great company at an obscenely high price is likely not.
@@isaacongzy So if everything was priced in already why do any stocks ever go up? Apple have continued to release iPhones on the same date every year, slightly incrementing designs of the same phone, but yet their price still continues to climb, they haven’t done anything really innovative till the Vision Pro and that’s way late to the VR party. Anyway we could debate over each individual stock but we are talking about an economy. Mag 7 has rallied the past few years but before tech stocks it was other US sectors. There’s so much more to tech than the consumer side Nvidia omniverse, Ai, Amazon cloud that really have no competition. People who say tech stocks are overpriced are likely unaware of the insane growth potential they have and just think of the consumer side of the business.
I’ve seen this reference to how japan was dominant and I feel it’s doesn’t seem to mean much. This is due to the fact that the S&p500 always historically made 10%, so it doesn’t matter. Does it?
From next month onwards, I’m going to invest into the all world until I reach a similar level of shares that I have in the S&P. Just for diversification purposes and peace of mind, long term I should be okay regardless of pullbacks🤞🏻
I understand buying it if the distribution of the s&p500 is actually diversified when at the minute it just isn’t because of how overvalued the tech stocks are. Maybe multiple ETFs are the way to go
I’ve got a few grand in an all world index and then 4 gs in a couple variances of the s&p500. Here’s hoping the market takes an up turn as I have only just started investing in the last few months so it’s not been the best time lol
Its the worrying idea of when will the tables turn? Or is it at the point where it would be harder for the tables to turn than for them to stay the same... that made no sense i hope someone gets me tho
Wait, so you’re saying that is still worth to invest in US companies with the Stocks and Shares ISA account? I’ve always thought that it’s better to avoid the curse of the FX impact and since the Stocks and Shares ISA is not a multi currency account, I have always used dollars only with the regular Investing account
With the Invest account you're exposed to capital gains tax and dividend tax rates above the tax free allowances. The FX impact is still the same because you'll inevitably have to convert those dollars back into pounds at some point in the future if you were to sell. It's what I personally do anyway and have a preference towards the ISA.
@@MitchShoesmith yeah I was aware of the account being tax free (thanks to your videos hehe), but fair, I guess at some with a bigger portfolio the fx rate won’t look that big of leech to the overall returns Thanks for reply!
If I’m honest a market that will be worth investing into is defence industries over the next 5 years. It’s predicted that there may be a further major conflict in and around 2027. It’s up to your morality and whether or not you can stomach this form of investing.
Pretty much spot on. If you take a step back you can see geopolitical tension is only increasing and that has always lead to nations increasing their % on defence. As you rightly say, these things don’t play out quickly and take a considerable period of time to resolve, be it kinetically or through diplomacy.
A correction or crash is coming, just a case of when and how much. The A.I bubble will eventually burst. Personally my moneys in the cash ISA for now. The next couple of months will be interesting.
And it will still be in cash when the S&P 500 hits 7,000 points. Even if there is a crash you’ll never buy cos you’ll keep thinking it’ll go lower. You’re a cliche bad investor.
@@gusleonard9397 Not really, I’ve got limit orders set for many different values if we do get dips in the market over the coming weeks and months. The steam train of gains isn’t going to keep going forever like it has been. When you have some of the biggest investors in the world selling large chunks of shares and holding cash you have to wonder why. Let’s see what the future brings.
@@gusleonard9397No I actually think the OP has a solid understanding of macro. Aggregate P/E multiples are extremely overextended and indeed similar to 2000. Within funds, capital is now overweight the ‘mag 7’ and a tech correction annihilates portfolios. Each ‘revolution’ is front loaded with a bubble that eventually pops and the latest of those is AI. Significant CapEx is anchoring EPS and sooner or later, AI has to wipe its face. I am yet to see any revenue model which even comes close to paying for all of the investment. Oh and finally, the minute the Fed cuts - the stock market sharply corrects. That is a trend reaching back some 40 or so years. Spoiler alert: it’s never ‘different this time’. So yes, actually, the next two months hold extreme significance within this business cycle.
The corruption that runs through this administration is getting scarier. I feel for the disabilities who are not getting the help they deserve. Anyone who is not investing now is missing a tremendous opportunity. Imagine investing $2,000 and receiving $10,020.
When I saw how many gold medals the US won during the Olympics I realised again how amazing and strong this country is. I am all in S&P 500. Greetings from Morocco🇲🇦❤️🇺🇸
@@isaacongzyActually, it works for everyone. You would have more money if you also did that but unfortunately you have been flipflopping ETFs and missed a lot of money.
I like to have SCHD. 20% of each ROTH IRA Portfolio. Yield: 3.75% 60% SPY. 20% Various Income Funds, PFF, ILTB, TLT.....What are more interesting buys for long term growth? I want to get in with about 300k in cash savings lying waste to inflation
you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time
Aileen Gertrude Tippy is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.
Thank you for sharing, I must say, Aileen Gertrude Tippy 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
Brought more VUSA. Also think the FTSE100 is about to see the sensibility dividend from the new government. Think the FTSE100 is very cheap at the moment.
Nice! Yeah it’s true the FTSE100 has been cheap for a long time now from a PE multiple perspective, just a huge lack of investor appetite to invest in UK equities though 👎🏼
I'm guessing youre a tory or a reformist by the sound of your lack of shyness to political commentary. I'd appreciate leaving politics out of these videos as it rarely has much to do with at least technical analysis. However as you brought up politics i'm sorry but the torys broke the UK and the NHS for the past 15 years so
Well they’ve definitely weakened the City as the keystone on this side of the pond. The capital drain has been horrific and gone are the days when you’d get a solid listing on the FTSE. This country went to the wall in 2016 (well actually 2015 as that was when most desks relocated) I got out a couple of years later as you could see the writing on the wall. It’s all a bit weird really, as we used to have a really strong footing but for some weird reason thought it was a great idea to blow those feet off. Not ideal when you’re servicing a £2.7Tn debt.
I like your videos, but please keep to the point. No political comments regarding Kier Starmer or the fact that “in your opinion “the labour government want zero growth. What rubbish. I look forward to your response. Let politicians do the politics and you can do the stock market. Take care.
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I decided to buy more sp 500 and other stocks
I did it but didnt receive the 100 pounds
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Diversifying with $VFIAX and $VTI is smart. It’s financial independence, not dependency, that truly empowers.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
'Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead, curiously searched her on the web by her full name and spotted her consulting page, no sweat. Just sent her an email, hoping she gets back to me soon..
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
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.
Love your videos..Bought AWS36S after watching your video, super excited!
Absolutely! Strap in and enjoy the journey.
this is definitely superb! think you could suggest any professional/advisors i can get on the phone with??
Yes grahamconsults
Thanks for sharing this information
i'm in my fifth trade with him and it has been
super.
currently I'm managing my finances wisely and being frugal. In the last 19 months, my investments grew by 43%. However, I've had losses in the past month, making me anxious. I'm unsure whether to sell everything or wait.
Sometimes Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over.
brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
Could you kindly elaborate on the advisor's background and qualifications?
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
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’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?
She goes by ''Ellen Geskin Kettle'' a seasoned advisor with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
The Nasdaq has outperformed the S&P500. If you applied the same logic for investing in the S&P500 over an All World index, you can apply the same logic for investing in the Nasdaq over the S&P500. For me the All World makes more sense
Same is true of US small caps. They’ve outperformed the S&P 500 over the last 100 years.
I’ve been thinking about investing in the S&P 500, but with everything going on in the market right now, I’m not sure if it’s still a good idea
The S&P 500 has always been a solid choice for long-term investors. It represents a broad cross-section of the U.S. economy and includes some of the largest and most successful companies in the world. Over the long run, it has historically provided strong returns, so if you’re thinking long-term, it could still be a great option
That’s true. I like the idea of investing in something that’s diversified across many sectors. It seems safer than trying to pick individual stocks, especially since the S&P 500 has been such a reliable performer. but with all the economic uncertainty, I’m worried that we might be heading into a period where the S&P 500 could struggle
I’m worried that I might be buying in at a time when the market is about to take a hit. On the other hand, if I don’t invest, I could miss out on potential gains if the market does well. It feels like a tough decision
It is tough, especially because timing the market is so difficult. If you wait for a downturn, you might miss out on gains, but if you invest now, there’s always the risk of short-term losses. The key is figuring out how much risk you’re willing to take and how long you’re planning to stay invested. That’s where a financial advisor could really help
How can I get in touch with a trusted advisor? I feel like I’m stuck between wanting to invest for the long term but being nervous about short-term risks
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
There is 55% overlap with the holdings in VOO and VUG. 1 is tech heavy and the other is financials heavy similar, but not the same. VOO tracks the S&P 500; VUG is just focused on large cap growth stocks. VUG is a bit more volatile, but with a higher upside potential. VOO is a bit safer. I’ve never heard anyone advise against multiple ETFs/mutual funds. You just have to be aware of overlap. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
‘’Marisa Breton Dollard’’ 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.
Yes never stop investing
I’m investing 50% S&P500, 40% world index fund and 10% individual stocks. Investing £300 per month and rising for the long term (+20 years)
Sit tight, hang on and enjoy the downs for opportunities as well as the ups for the easier thrills 😮
Vanguard 70% S&P 500, 20% developed world, 5% developed Asia ex Japan, 5%emerging markets is what I use covering all bases, I can control it better than a a
Whole world fund
You trying to control it better will probably lead to worse returns.
Why excluding Japan? I just bought £100 worth in Japan stocks 🙃
@@alexandermcdougall7877 it’s not excluded, it’s part of the developed world
FTSE all world
90% FTSE Developed world and 10% FTSE Emerging markets to save up to $60,000 over 40 years
I'm thinking to put some cash in stocks, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
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.
I've been able to scale from $350K to $920K this season because my FA figured out Defensive strategies to protect my portfolio and profit from this roller coaster market.
@@Morgansta One of my goals is to employ the service of one this year. Could you recommend who it is you work with?
The decision on when to pick an Adviser is a very personal one. I take guidance from “Susan Kay Mack” to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Thank you for this tip. It was easy to find your FA on the web, did my due diligence on her before reaching out to her. She seems proficient considering her résumé.
Hi Mitch, firstly love the content. Pitched at just the right level. I am a new investor (started on 1st Jan 24) I just wondered if you think I am doing my investing journey correctly? 😂 I am 55yrs old. I already receive a pension and am lucky enough to be able to work again growing a second DB pension for when I choose to retire again! I am lucky enough to own 3 properties that I rent out in the UK. I have started a T212 ISA in both cash and S/S. £5K in the cash ISA as my emergency pot. Then £15k in a S/S ISA. But I was always worried about being a tinkerer. So within the £15k 75% is in a the S&P 500. The other 25% is based on 15 dividend paying UK stocks that offer a bit of excitement seeing the dividends roll in every month. I am able to invest £500 per month into these stocks in the same proportions (75% and 25%). My plan is just to leave the S&P to grow and if I get the urge to tinker I can use the less expensive stocks to have some fun without messing it up too much.
Thanks again and keep up the good work.
@@colinhaynes7123 hey Colin - thanks so much! It looks like you’ve got a solid asset base across the board, I can’t give specific financial advice but it seems like you’re aligned to your own risk appetite and investment objectives so nothing to add! There’s also nothing wrong with having a tinker in the market too, it definitely satisfies the itch we all have in us! 😆
@@MitchShoesmith thanks, just nice to have a little reassurance!
Thanks for getting back so quickly!
If the market crashes can’t u just buy astock because it’s a lower price then whe. The market recovers u can sell for higher price
I’ve decided to go with a 70/30 split for Vanguard FTSE All World and NASDAQ100
I understand there is a slight overlap but thats what im aiming for. I want the global diversification with a slightly larger weight in the US. im fairly young at 24 so im more willing to ride out any downs that come with the higher risk of NASDAQ100
I know that the given strategy when it comes to investing is to dollar cost average in, 'set & forget' and to let it ride, but recently I've been experimenting with a trailing stop loss.
I've found that this way when things are going south you get out securing your profit and then once things have settled usually a few days later you buy back in again, but now with more shares and oftern at a lower average. Be interesting to hear your thoughts on this...
Hi
Thank you for the video id like to ask a question
I’ve been following you since beginning and I see that in a video you say that you get bigger returns because even in bear market you invest or you doubled your investing each month. The other day I watched your monthly investing portfolio video and you say that you hold on some positions and stop putting more money in. Why do you put more money in some stock monthly even if it’s a bear market and why do you hold your position in others? Thank you for taking time explaining
Would it be best investing in the S&P 500 Equal Weight?
Yes… keep stacking and DRIPing through the good and bad times.
These have always been long term ETFs, just whack it in there and forget. Although my S&P500 share in my GIA is low because I like to do riskier things in there, my ISA is 70% S&P500.
What is the best month to invest in stocks and shares for S & P 500
Tried a russel 2000 etf but an s&p500 etf is still doing better. So much to diversity!
What’s the best S&P 500 to invest in long term as there are many and it’s a bit confusing?
Yes you should
I took the opportunity to buy more…
@@sethanith3181 love that 💪🏼
Exactly right
Can someone tell me the name of the S&P fund in vanguard I should buy to hold long term?
@@Expen5iveit’s called VUSA
@@Expen5iveThere’s only one on there if I’m not mistaken. It’s VAUG.
Can you talk about lse:jam. In Ireland etfs are taxed unfavourably
Nice video, Hopefully I will love to get more insights in Stock markets. Thanks!
Im early days but investing good chunk of money each month. Im putting 500 minium a month plus Weekly payments of various ammounts so some months its 500 on 1st then 200 throughout month others could be more or less. I currently have s&p tech only (iitu) aswell as vanguard all world. I wish i had done this different and had either all world or whole s&p 500. I currently have 2k in my all world and 1.4k in (iitu) im thinking once my iitu comes back into green selling and putting that into all world. Or should i sell both and just get s&p
I suppose list of companies in S and P 500 will change as per the performances of different companies.
Would that be correct?
Do you ever buy Gold as a backup ?
yes
@@urlcool I don’t - but it has been a decent long term investment to be fair!
Gold is a great buy to hold long term. I have a tube of American Gold Eagles as my emergency fund, I bought it in 2010 and it's $53k now. Nearly doubled in value, most of the silver I bought around that time for $13 an ounce it's over double now. People who say precious metals aren't a good way to preserve wealth for a long time don't really know what they're talking about. Metal is REAL money
@@kylepatton2423how do you invest in metals ?
@@kylepatton2423how do you buy that?
I'm new to investing. Actually started this month. So far put 6k in but really finding it hard to put more in atm. I have quite a lot of savings in high interest. Although I want to buy buy buy atm holding off and drip feeding.
What would others do buy 100% or dca a chunk of cash in atm?
I would say as soon your rate drops you could start porting your cash over. Perhaps leave yourself of 3-6 months of your annual salary left in.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Ive got a few index funds on the go, its more weighted to the s&p 500 and just buy in each month. I dont have the right attitude to chase individual stocks, think about them too much.
It’s ok saying the US might not be the leader in the future but it’s provided consistent reliable growth over the last 30 years. Sure there’s been crashes but they always manage to recover. Going back to the race driver analogy, would you put your money on Hamilton who has great track record over another guy who’s lost most of his races and you’re unsure if he will ever win again? I don’t see any other country innovating like US companies and if any company comes close the US companies just gobble them up in an acquisition.
It's priced in. These stocks are expensive relative to their fundamentals.
Think about it, if Apple or other so called innovative US companies are 5x more expensive than it is today, you would still make the same argument. That's when you should reflect on how you're thinking about investing.
Of course, if you're arguing that the market is pricing these already highly priced companies unfairly low, based on their future cash flows, then there's an argument to be made.
A great company at a fair price can be a good investment. A great company at an obscenely high price is likely not.
@@isaacongzy So if everything was priced in already why do any stocks ever go up? Apple have continued to release iPhones on the same date every year, slightly incrementing designs of the same phone, but yet their price still continues to climb, they haven’t done anything really innovative till the Vision Pro and that’s way late to the VR party. Anyway we could debate over each individual stock but we are talking about an economy. Mag 7 has rallied the past few years but before tech stocks it was other US sectors. There’s so much more to tech than the consumer side Nvidia omniverse, Ai, Amazon cloud that really have no competition. People who say tech stocks are overpriced are likely unaware of the insane growth potential they have and just think of the consumer side of the business.
I’ve seen this reference to how japan was dominant and I feel it’s doesn’t seem to mean much. This is due to the fact that the S&p500 always historically made 10%, so it doesn’t matter. Does it?
From next month onwards, I’m going to invest into the all world until I reach a similar level of shares that I have in the S&P. Just for diversification purposes and peace of mind, long term I should be okay regardless of pullbacks🤞🏻
Simple, buy more
I understand buying it if the distribution of the s&p500 is actually diversified when at the minute it just isn’t because of how overvalued the tech stocks are. Maybe multiple ETFs are the way to go
I’ve got a few grand in an all world index and then 4 gs in a couple variances of the s&p500. Here’s hoping the market takes an up turn as I have only just started investing in the last few months so it’s not been the best time lol
Pension side found global fund is best especially Capital India, Sct tech stks etc
I just buy both every week
Anyone know why I can’t use the promo code
You should be able to unless you've had your account for more than 10 days
Its the worrying idea of when will the tables turn?
Or is it at the point where it would be harder for the tables to turn than for them to stay the same... that made no sense i hope someone gets me tho
Wait, so you’re saying that is still worth to invest in US companies with the Stocks and Shares ISA account? I’ve always thought that it’s better to avoid the curse of the FX impact and since the Stocks and Shares ISA is not a multi currency account, I have always used dollars only with the regular Investing account
With the Invest account you're exposed to capital gains tax and dividend tax rates above the tax free allowances. The FX impact is still the same because you'll inevitably have to convert those dollars back into pounds at some point in the future if you were to sell. It's what I personally do anyway and have a preference towards the ISA.
@@MitchShoesmith yeah I was aware of the account being tax free (thanks to your videos hehe), but fair, I guess at some with a bigger portfolio the fx rate won’t look that big of leech to the overall returns
Thanks for reply!
If I’m honest a market that will be worth investing into is defence industries over the next 5 years. It’s predicted that there may be a further major conflict in and around 2027. It’s up to your morality and whether or not you can stomach this form of investing.
@@DW77ALWAYSWATCHING valid point to be honest!
You should rent out that crystal ball, you could make a killing.
@@kw8757 this made me lol
Pretty much spot on. If you take a step back you can see geopolitical tension is only increasing and that has always lead to nations increasing their % on defence.
As you rightly say, these things don’t play out quickly and take a considerable period of time to resolve, be it kinetically or through diplomacy.
Any s&p500 vuag holders here ? Looking for peoples opinions on it! Thanks in advance.
I love investing. I quit wasting cash at tribal casinos and started throwing it at the stock market
Which are you looking out for next week?
neither can beat a fast ginger
A correction or crash is coming, just a case of when and how much. The A.I bubble will eventually burst. Personally my moneys in the cash ISA for now. The next couple of months will be interesting.
And it will still be in cash when the S&P 500 hits 7,000 points. Even if there is a crash you’ll never buy cos you’ll keep thinking it’ll go lower. You’re a cliche bad investor.
@@gusleonard9397 people always think they can time the market aye 😏
@@gusleonard9397 Not really, I’ve got limit orders set for many different values if we do get dips in the market over the coming weeks and months. The steam train of gains isn’t going to keep going forever like it has been. When you have some of the biggest investors in the world selling large chunks of shares and holding cash you have to wonder why. Let’s see what the future brings.
Mystic Meg are we? 🔮
@@gusleonard9397No I actually think the OP has a solid understanding of macro. Aggregate P/E multiples are extremely overextended and indeed similar to 2000. Within funds, capital is now overweight the ‘mag 7’ and a tech correction annihilates portfolios.
Each ‘revolution’ is front loaded with a bubble that eventually pops and the latest of those is AI. Significant CapEx is anchoring EPS and sooner or later, AI has to wipe its face. I am yet to see any revenue model which even comes close to paying for all of the investment.
Oh and finally, the minute the Fed cuts - the stock market sharply corrects. That is a trend reaching back some 40 or so years. Spoiler alert: it’s never ‘different this time’.
So yes, actually, the next two months hold extreme significance within this business cycle.
How much does a financial adviser really cost
This is the moment you buy more
Equally weighted?
XDWE
SPES
Dca mags
Mags 7?
I dollar cost average so the grind doesn’t stop
The corruption that runs through this administration is getting scarier. I feel for the disabilities who are not getting the help they deserve. Anyone who is not investing now is missing a tremendous opportunity. Imagine investing $2,000 and receiving $10,020.
How can disabled seniors generate passive income during quantitative times? I can't afford to see my savings crumble to dust
Getting Mendy Alissa to help me really helped me clear all my debts. I started with what I have left and it's been the best decision I've ever made
This is correct, Mendy Alissa strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started
I remember giving her my first savings $4500 and she opened a brokerage account for me it turned out to be best thing that ever happened to me
Same here though I started with as low as $2,000, actually because it was my first time and it was successful, she's a great personality in the State
I got another 5k worth just as it bottomed out
@@Medge2sc niceeeeee!
Can you show your portfolio exactly what you invest in so if I wanted to copy I could
You made a video that the market wasn’t going to crash then it crashed a few days later 👍
W vid
@@dararyan5292 thanks!
$1 to $100 - to very hard
$100 to $10000 - very hard
$10000 to $100000 - hard
But $100000 to $1000000 easy
When I saw how many gold medals the US won during the Olympics I realised again how amazing and strong this country is. I am all in S&P 500.
Greetings from Morocco🇲🇦❤️🇺🇸
That's dumb as fuck but if it works for you, it works for you.
@@isaacongzyActually, it works for everyone. You would have more money if you also did that but unfortunately you have been flipflopping ETFs and missed a lot of money.
@@isaacongzy poorer countries do worse at the olympics
I like to have SCHD. 20% of each ROTH IRA Portfolio. Yield: 3.75% 60% SPY. 20% Various Income Funds, PFF, ILTB, TLT.....What are more interesting buys for long term growth? I want to get in with about 300k in cash savings lying waste to inflation
you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time
Aileen Gertrude Tippy is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.
Thank you for sharing, I must say, Aileen Gertrude Tippy 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
Did Max really beat Lewis? Other people had a hand in screwing lewis for the 8th title. ❤
Q: What would happen if you put $1 into every stock on the market. Would you make a profit or a loss?
Hey Gary, there are thousands and thousands of individual stocks, it'd be a lot easier just buying an ETF IMO
Brought more VUSA. Also think the FTSE100 is about to see the sensibility dividend from the new government. Think the FTSE100 is very cheap at the moment.
Nice! Yeah it’s true the FTSE100 has been cheap for a long time now from a PE multiple perspective, just a huge lack of investor appetite to invest in UK equities though 👎🏼
But the US is 34 trillion in debt.
@@timlodge8267 true, but then again so many other major countries have a whopping amount of debt to gdp too
The bigger they are the harder they fall
?
Hey Mitch , I have send you the email you haven't replied yet ?
Yeah. Dumb question.
I'm guessing youre a tory or a reformist by the sound of your lack of shyness to political commentary. I'd appreciate leaving politics out of these videos as it rarely has much to do with at least technical analysis. However as you brought up politics i'm sorry but the torys broke the UK and the NHS for the past 15 years so
Well they’ve definitely weakened the City as the keystone on this side of the pond. The capital drain has been horrific and gone are the days when you’d get a solid listing on the FTSE.
This country went to the wall in 2016 (well actually 2015 as that was when most desks relocated) I got out a couple of years later as you could see the writing on the wall.
It’s all a bit weird really, as we used to have a really strong footing but for some weird reason thought it was a great idea to blow those feet off. Not ideal when you’re servicing a £2.7Tn debt.
I like your videos, but please keep to the point. No political comments regarding Kier Starmer or the fact that “in your opinion “the labour government want zero growth. What rubbish. I look forward to your response. Let politicians do the politics and you can do the stock market. Take care.
Or if you don’t like or agree just don’t watch
Why would he take time out of his day to reply to a mental like you
Politics and the stock market has always gone hand in hand.
Then on the other hand, I enjoyed those comments because.. Lefty Tossers. 😂
It's his video.. he can do what he wants