I have added a variety of stocks and ETF to my present holdings for the long term. I also have $300k aside to start following inflation-indexed bonds and stocks of companies with solid cash flow. I strongly believe this is a good time to capitalize on the market for long term gains. But actualizing a short term profit would not be a bad idea for me at all.
A collapse of margin debts leads to a decrease in stock prices and it triggers a ripple effect on selling of stocks as investors will try to cover their losses.
I totally agree. That is the main reason I employed the service of financial advisor, seeing that their skill set is centered on going long and short at the same time, with the ability to identify and mitigate potential risk on and threat on my assets, employing risk for the asymmetrical upside and laying off risk as a hedge for the inevitable downward turns. I have netted a whooping 2.2million in 2years of working with my advisor, and I am not even doing much.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Rebecca Nassar Dunne’” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you Thank you! I own both SCHD & DIVB I think DIVB is a hidden gem and I have been trying to get other RUclips channels to check it out and make videos on it but none have yet
Fear and uncertainty create major wealth. It's those who take the risk and have strong gut to endure the bloody days. When i notice extreme dips i tend to actually move more money to Bitcoin..
@mohamedali-fj8xz Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
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.
@@Marquis-9 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 ''Katherine Nance Dietz'' a seasoned advisor with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
DIVB seems to be good (and definitely better than SCHD for total returns) but the more I think about it, the more I feel that I should stick with SCHD in my portfolio since my portfolio is quite aggressive with VGT, QQQ and such. Nice video, thank you.
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
My CFA NICOLE ANASTASIA PLUMLEE 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.
My CFA NICOLE ANASTASIA PLUMLEE 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.
It’s apparent that this year will be tougher than last year. My investments suffered last year due to poor decisions made out of concern for my portfolio. I kept investing while debating whether to start saving for a house. Eventually, I sold my positions, but the maintenance costs of the house have exceeded my expectations. I’m uncertain how much longer I can continue this way.
For any portfolio, having diverse investments that generate cash flow is vital. After a portfolio adjustment with a financial planner in late 2023, I’ve earned over half a million dollars in seven months across different markets. Planning for worst-case scenarios is essential while the market is still favorable.
Problem is, in the real world companies will often overpay for their own stock, and discontinue buybacks when the stock is down. My bottom line is I agree with Rockefeller: Do you know the only thing that gives me pleasure? It's to see my dividends coming in.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
stock buy backs..hmm? Financial engineering. mostly mature companies do this and their CEO profit handsomely. Nothing wrong with making money, but not very efficient behavior in a rising stock market?
I have added a variety of stocks and ETF to my present holdings for the long term. I also have $300k aside to start following inflation-indexed bonds and stocks of companies with solid cash flow. I strongly believe this is a good time to capitalize on the market for long term gains. But actualizing a short term profit would not be a bad idea for me at all.
A collapse of margin debts leads to a decrease in stock prices and it triggers a ripple effect on selling of stocks as investors will try to cover their losses.
I totally agree. That is the main reason I employed the service of financial advisor, seeing that their skill set is centered on going long and short at the same time, with the ability to identify and mitigate potential risk on and threat on my assets, employing risk for the asymmetrical upside and laying off risk as a hedge for the inevitable downward turns. I have netted a whooping 2.2million in 2years of working with my advisor, and I am not even doing much.
who is your advisor please, if you don't mind me asking?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Rebecca Nassar Dunne’” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this amazing tip. I just looked up Rebecca, wrote her explaining my financial market goals and scheduled a call
Thank you
Thank you!
I own both SCHD & DIVB
I think DIVB is a hidden gem and I have been trying to get other RUclips channels to check it out and make videos on it but none have yet
Yes finally someone is doing DIVB overview! Been waiting for this forever now!
Fear and uncertainty create major wealth. It's those who take the risk and have strong gut to endure the bloody days. When i notice extreme dips i tend to actually move more money to Bitcoin..
@mohamedali-fj8xz Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
I'm surprised that you just mentioned and recommend Mr Brian Nelson. I met him at a conference in 2018 and we have been working together ever since.
They actually would complement each other and you should own them together
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
May I know the name of the advsor who has been assisting you, please?
She's known as ‘LAUREN MARIE EHLERS’. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call
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.
@@Marquis-9 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 ''Katherine Nance Dietz'' a seasoned advisor with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
DIVB seems to be good (and definitely better than SCHD for total returns) but the more I think about it, the more I feel that I should stick with SCHD in my portfolio since my portfolio is quite aggressive with VGT, QQQ and such. Nice video, thank you.
Bingo. Pointless owning growth dividend funds when you have other growth etf’s.
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
My CFA NICOLE ANASTASIA PLUMLEE 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.
My CFA NICOLE ANASTASIA PLUMLEE 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.
Great over and stategy specific information.
Although you may pause the video you switch screens at times way way too fast. It good for lectures.
Alway love the "if you invested 10k 8-10 years ago" you'd have this much.
It’s apparent that this year will be tougher than last year. My investments suffered last year due to poor decisions made out of concern for my portfolio. I kept investing while debating whether to start saving for a house. Eventually, I sold my positions, but the maintenance costs of the house have exceeded my expectations. I’m uncertain how much longer I can continue this way.
Everyone has their share of past errors. It’s crucial to concentrate on building financial security.
*"Kris Lizette Dornbush. By searching her name on the internet, you’ll most likely come across her website with more details.
For any portfolio, having diverse investments that generate cash flow is vital. After a portfolio adjustment with a financial planner in late 2023, I’ve earned over half a million dollars in seven months across different markets. Planning for worst-case scenarios is essential while the market is still favorable.
@@WestonStruzzi Who is the organizer handling your affairs?
Great informative video. Thanks
Problem is, in the real world companies will often overpay for their own stock, and discontinue buybacks when the stock is down. My bottom line is I agree with Rockefeller:
Do you know the only thing that gives me pleasure? It's to see my dividends coming in.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
stock buy backs..hmm? Financial engineering. mostly mature companies do this and their CEO profit handsomely. Nothing wrong with making money, but not very efficient behavior in a rising stock market?