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It would be cool if we could link M1 with Qualtrim or a way to upload the monthly statements so it auto added the dividends and value to the charts, as well as any increase in positions.
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?
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.
Amy Desiree Irish 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.
In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.
Interesting. I appreciate the implementation of ideas and strategies that result to unmeasurable progress. 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?
As an avid investor, I frequently ponder how successful high-level investors achieve financial success. I start with a sizable sum of money, but I'm not sure what tactics and course of action will enable me to make large earnings like some others are this season.
I'm not qualified to give financial advise, but considering the substantial sum of money you have at your disposal, it would be prudent to seek the opinion of a financial advisor who can help you create a plan that fits your objectives and risk tolerance.
Factos!!. I contacted an investment advisor in 2020 after trying to handle my investments on my own and suffering a significant portfolio loss during the COVID pandemic. They gave me the direction and plan I required to transform my $420,000 into a seven-figure portfolio. My investing journey was greatly impacted by having that knowledge.
@@j.ottinger 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.
Annette Marie Holt a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $1.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
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 "Judith B Richards" for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.
@JessesCampbells-h4e Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this ?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. Depending on the worth of your portfolio, you should consider financial advisory.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. financial advisors are the most sought-after professionals after doctors.
massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal
I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. Maybe buy GE? or Tesla? The decision can be confusing sometimes.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
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 portfolio 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.
$50,000 is what I have to invest. I want to accumulate money for my retirement. If I put all of my savings into a long-term exchange-traded fund (ETF), is it wise to set and forget? Return in 20-30 years rather than monthly 250-300 DCA. What kind of ETF would you suggest?
Time IN the market is better than time IN the market, as they say. You ought to consult a certified financial expert, in my opinion. They will offer you advice on both low- and high-risk investment approaches for your portfolio.
I’m working towards financial freedom with a focus on dividends & growth investing. Since 2019, I’ve built a portfolio made up of 50% SCHD, 25% SCHG, and 25% VOO, thanks to my financial advisor. This strategy has helped me earn $36,000 a year in dividends. Back in 2019, I only earned $21 in dividends.
The snowball effect... 10k 100k 500k to 1m ... Of course a lot of money comes from salary but he has amazing returns. Also I think would be a good idea to include his Yield on cost of the different companies. @josephcarlsonshow
man, I love your passion for investing, and the time you take to share this with us. Ive learned a lot from you and after careful consideration ive invested in many of the same companies that you have in your portfolio in my very first portfolio. You've got good instincts - I know this because I've watched a number of your old videos where you make predictions that become true. 👍
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
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 actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
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 ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
Been doing that since 2020. According to one side, there were no gains in the stock market and everything/everyone is worse off. Up 97% in 4 years. 🤷♂️ I don’t listen to pundits when it comes to the economy.
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.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
Finding financial advisors like Carol Vivian Constable who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I sometimes wonder how successful investors manage to accumulate enormous wealth from their investment endeavours and portfolios because I am an avid investor. I currently have equity from a recent house sale that exceeds $545K, but I'm not sure what to do with my money next. Is now the right moment to buy stocks, or should I wait for a better opportunity?
In reality, managing a successful investment portfolio is not as daunting as many assume. While it does demand a degree of diligence, which can be a challenge for individual investors, seeking the expertise of a financial advisor can be a game-changer. A case in point is my friend, who recently saw his portfolio yield an impressive $84,000 in a single month, thanks to the guidance of his advisor. This exemplifies how investors can achieve substantial returns by leveraging professional expertise to optimize their portfolio's performance.
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' ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?
As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
REBECCA NASSAR DUNNE is her name. She is regarded as a genius in her area and works for Equity Services inc. She’s quite known in her field, look-her up.
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.
Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.
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.
Teresa L. Athas a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to over $750k.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
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.!!
*Julianne Iwersen Niemann* a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
_Julianne_ sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that she will attend to my message.
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
@@purplebliss6875 Right, investing with the help of an advisor set me up for life, retired as a millionaire at 55. I worked hard everyday as a teacher for 32 years, and my salary was over 100k annually, until the 2020 covid lockdown. I wouldn't have supplemented my income with stocks and alternative investments if it wasn't for the crisis. Find the Positive in every situation.
@@rebeccaartgallary Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I am awfully late in investing at 33 with just about $80,000 in savings as i have never invested in the stock market. I’m worried about missing out on compound interest and want to make smart choices for my future. If I invest aggressively, can I still retire with at least $1 million by age 65?
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.
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
Lucinda Margaret Crist 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.
So what are really the best strategies to make our portfolio recession proof. my wife is already panicking, so many questions! will the rate cut next month lead to inflation? I'm very worried about my $1million stock portfolio losing value. It lost 20 % today alone
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 advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
Finding financial advisors like Jessica Dawn Walters who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
It’s precisely at times like these that investors need to be on guard against the next certainty. Hence, finding the appropriate asset allocation and collaborating with an advisor if you are unable to manage these market conditions.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 80% rise from early this year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q2 2025.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification.I’m up 67% last year with a 7 figure portfolio well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA Dianne Sarah Olson I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@FreuleinBey Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY*
I have been mining for about 6 months now and just about every mine, it backfires and slaps me in my face. Nearly impossible for me to catch more than a few points I try to do top down analysis but it doesn't work for me . I say to myself, clearly I'm in the 90% that lose money, so I open a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Don't listen to her, don't give up. Mining takes time(months, even years) to master, even the pros learn everday. Never the less, if you lose money no matter which side you take, maybe you need to look at how you are managing active trades rather than how you are entering them. My advice, find a mentor . And also, try incorporating the use of oscillators, Bollinger and pivot points into your strategy. And most importantly move to higher TFs(4h or 1D preferably), you'll thank me later.
You're correct, I don't lose money every single trade, but my main problem is trying to let my runners run. Very rarely do I catch big moves . Instead they go a few pips in my direction, then go against me if when I try holding them. Also my entries could use a lot of improvement. A mentor would be amazing, but getting one is easier said than done. If it's not too much to ask, do you know any legit ones?
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family..
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks...
@@OnkelFrauenknecht Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
The 530k net additions does include a big chunk of dividends which have been reinvested. You just do exactly what the other commenter says and subtract the green number from the black number. The result is my contributions.
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
Melissa Elise Robinson is the licensed advisor I use and im 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.
@@RafitoMembroza Got a much better share price right now. Just bought nearly $30k this morning (sadly quite a bit more expensive than it was last week....)
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
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
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 trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
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.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $275k to around $750k.
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 ‘’Sophia Maurine Lanting” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!
Your strategy is a perfect example of a solid plan! Combining dividend stocks with a buy-and-hold approach sets you up for success.it's clear you've done your research. Yet, I still think consulting with expert advisors can take your success to the next level. They can offer valuable insights, help you mitigate risks, and optimize your strategy for even greater returns.
i agree, though some doubt financial advisors. Mine has delivered, growing my portfolio by over $1 million for the past decade through savvy diversification. Financial security is my goal, and I'm pleased with my results.
Glen Howard chester ’ , is a renowned figure in his line of work. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
just Googled his name and his website came up right away. looks interesting so far. sent him a mail and also set up a call with him.Thanks for sharing truly!
It would be good to see how much you have contributed regulargly since inception. A chart of statement would be sufficient. Could you share or present in the next video?
Love the in-depth video! Love that time after time you stand by your thesis’ on the companies you invest in and drown out all the noise of main stream media.
Hi Joseph, I am probably one of your biggest fans. I am new in the stock market and recently have listened to about 70 % of your videos as I am consistently going through all the old ones. I learned a lot and do appreciate all your positive and logical approach from the beginning, it's all very helpful to me. My question is about Booking Holdings Inc. and the P/E ratio, I saw it's in the mid-20s and if I'm not mistaken you mentioned 18. Maybe I didn't get all the information correctly, as I am still learning. Thanks a lot and keep up the good work. 🙏
Nice presentation. You have become a young and well-focused Warren Buffett. I was surprised that you didn't mention services when talkng about AAPL -- something you usually emphasize.
I'm a 52-year-old QA Specialist at Confluera, with an annual income of $150,000. Although I do have a retirement account, I'm keen on exploring short-term investment opportunities as I prepare to shift to part-time work in the near future. What would be the most suitable strategy to achieve my goals?
Just ''buy the dip'' . In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
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 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.
@@Garrett-lo6pu Be careful, the guy recommending the financial advisor is most likely a scam. No single financial advisor gets their clients 90% per year, such a thing simply doesn't exist. If anyone was good enough to ensure even a 20% return would exist, they'd be working for billion dollar funds, not giving advice to retail investors.
Between all the bots i want to mention that your channel is the most informative and entertaining investing related channel out there. I recommend following you to all my friends who want to understand the market more.
@1:23 No because you don’t want to take the time to research anything else outside of big tech and consumer staples. Thats your decision, but you shouldn’t discourage viewers to get into the IWM stocks.
Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of 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.
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 portfolio 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.
Ferrari seems like a no brainer inclusion in such a portfolio. Arguably the most powerful brand in the world, recession proof, able to expand margins virtually at will. In order to purchase the most wanted cars, customers first have to build up a portfolio of other lesser Ferraris and prove their loyalty to the brand. Always more demand than supply, impenetrable moat, will never go out of fashion. Really a marvel of a company.
I’m wouldn’t call them completely dividend ETFs they are more like growth option playing dividend, with others being a balanced etf with options income. Even then another way to look at it they a bit more like hybrid ETFs/very new/modern ETFs. And all depending on how you do taxes/income focused/growth/compounding you are. He somewhat does need make a new video about them. He’s only talked about the basic ones like SCHG/SCHD/VOO/QQQ… etc.
Loved this style of video, follow the same process (more or less) with my portfolio quarterly. Also would love your opinion on ACMR, seems to be a prefect pick and shovel play for semiconductors, constantly down despite great news.
Watching the Market with detailed logical explanations from you and my coach has been an incredible experience. It's rare to find someone who explains their thought process while in the Market. Here, we have a true expert who thoroughly explains everything-from managing trades and identifying key confluences to understanding what to look for when in the Market. She also teach how to manage emotions during trading. It's truly remarkable to watch you along side during this times . Your efforts are outstanding, and I am now addicted to this channel's content. It's hard to find such high-quality lessons anywhere else. Thank you Sir, for your invaluable teachings. ... I have managed to grow a nest egg of around 210k to a decent 732k in the space of a few months... I'm especially grateful to Francine Duguay's, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
What I appreciate about Francine Duguay. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........
Joseph, I appreciate this video Your investor game plan and your thoughts on The Investor Temperament. Thank you for that ! I enjoyed this and I found it quite informative
Hey Joseph, I was wondering if you would be able to give your opinion on AVGO, TSM and SMCI. They seem to have a good fwd pe and look to be in a good position to reap the benefits of the rapidly evolving tech industry. Thanks.
I agree that small caps are just not a good investment. It's insanely easy for a good small cap stock to graduate out of being a small cap stock, even a lot of garbage stocks with zero chance of ever making a profit can do it. I'd only ever buy a small cap stock if it was part of a very niche industry that I was VERY familiar with (i.e. like it being an industry that I actively work in).
Convinced this is one of the best investing channels on YT. Think you could stand to broaden your horizons a bit. To me Peter Lynch is the perfect investor. Buffett is the best but Peter is the one I try to emulate in terms of being open to value regardless of what it looks like. There are small caps, turnarounds, fast growers, and stalwarts that offer great value. But at the same time you can’t knock sticking to what works.
I know dividend investing is most effective when approached with a long-term perspective. However, I'd appreciate valid tips on companies that can help boost performance on my $350K portfolio notwithstanding inflation, my goal is 20 - 40% ROI year over year.
excellent share, curiously inputted Karen Lynne Chess on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Kimberly Ann Doran for helping me achieve this.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
35:33 steam having an outdated design? I had to check again to compare the different stores and launchers. You could call the Steam client outdated. Like old software it is functional and productive. Not like the new software where it lacks functionality and keeps getting in the way of the user. If I could pay a one time fee so I never have to use Steam competitors like Ubisoft, Epic, Origin, Rockstar etc. I would. Steam and Gog are the only clients I like.
Yea my point is that steam is just super basic and nothing flashy and keeps the lead amongst any other store by a long shot. It doesn’t matter what other stores do. By default steam has massive network effects that help it.
Try out the Patreon here: www.patreon.com/josephcarlson
Patreon includes:
- Over 100 exclusive videos, and new ones every week.
- Full access to Qualtrim.com, the stock analysis website I built from the ground up
- Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
- Access to the Joseph Carlson Show private discord community, with 6,000 members
The patreon comes with a free trial. You take no risk by signing up.
It would be cool if we could link M1 with Qualtrim or a way to upload the monthly statements so it auto added the dividends and value to the charts, as well as any increase in positions.
Also, can you make that document available on Patreon or wherever?
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?
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.
Pls how can I reach this expert, I need someone to help me manage my portfolio
Amy Desiree Irish 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.
In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.
Interesting. I appreciate the implementation of ideas and strategies that result to unmeasurable progress. 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?
Her name is Sonya Lee Mitchell. I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I have googled her and she has impressive credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
As an avid investor, I frequently ponder how successful high-level investors achieve financial success. I start with a sizable sum of money, but I'm not sure what tactics and course of action will enable me to make large earnings like some others are this season.
I'm not qualified to give financial advise, but considering the substantial sum of money you have at your disposal, it would be prudent to seek the opinion of a financial advisor who can help you create a plan that fits your objectives and risk tolerance.
Factos!!. I contacted an investment advisor in 2020 after trying to handle my investments on my own and suffering a significant portfolio loss during the COVID pandemic. They gave me the direction and plan I required to transform my $420,000 into a seven-figure portfolio. My investing journey was greatly impacted by having that knowledge.
@@j.ottinger 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.
Annette Marie Holt a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $1.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
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 "Judith B Richards" for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.
@JessesCampbells-h4e Could you kindly elaborate on the advisor's background and qualifications?
@JessesCampbells-h4e Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this ?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. Depending on the worth of your portfolio, you should consider financial advisory.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. financial advisors are the most sought-after professionals after doctors.
massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal
'Sharon Ann Meny ' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. Maybe buy GE? or Tesla? The decision can be confusing sometimes.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
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 portfolio 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.
$50,000 is what I have to invest. I want to accumulate money for my retirement. If I put all of my savings into a long-term exchange-traded fund (ETF), is it wise to set and forget? Return in 20-30 years rather than monthly 250-300 DCA. What kind of ETF would you suggest?
Time IN the market is better than time IN the market, as they say. You ought to consult a certified financial expert, in my opinion. They will offer you advice on both low- and high-risk investment approaches for your portfolio.
I’m working towards financial freedom with a focus on dividends & growth investing. Since 2019, I’ve built a portfolio made up of 50% SCHD, 25% SCHG, and 25% VOO, thanks to my financial advisor. This strategy has helped me earn $36,000 a year in dividends. Back in 2019, I only earned $21 in dividends.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like
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.
When your portfolio hits $1M, you should do a special episode.
The snowball effect... 10k 100k 500k to 1m ... Of course a lot of money comes from salary but he has amazing returns. Also I think would be a good idea to include his Yield on cost of the different companies. @josephcarlsonshow
He should do a giveaway.. of the portfolio😏
Yeah, I'd love a story of how Joseph got into investing and how his strategy changed over time
Yes that would be interesting
To see the progression
man, I love your passion for investing, and the time you take to share this with us. Ive learned a lot from you and after careful consideration ive invested in many of the same companies that you have in your portfolio in my very first portfolio. You've got good instincts - I know this because I've watched a number of your old videos where you make predictions that become true.
👍
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
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 actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
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 ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
Advice for life: ignore the media. :)
True factzzz
Amen.
@@rimvrivs ignore it.
Especially Cramer
Been doing that since 2020. According to one side, there were no gains in the stock market and everything/everyone is worse off.
Up 97% in 4 years. 🤷♂️
I don’t listen to pundits when it comes to the economy.
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.
Just try to diversify your portfolio to other market sectors, that way your investment is balanced and you don’t get to make so much losses.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
Finding financial advisors like Carol Vivian Constable who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.
I sometimes wonder how successful investors manage to accumulate enormous wealth from their investment endeavours and portfolios because I am an avid investor. I currently have equity from a recent house sale that exceeds $545K, but I'm not sure what to do with my money next. Is now the right moment to buy stocks, or should I wait for a better opportunity?
The current market conditions may provide opportunities to increase revenues swiftly; however, experience is required to carry out such a plan.
In reality, managing a successful investment portfolio is not as daunting as many assume. While it does demand a degree of diligence, which can be a challenge for individual investors, seeking the expertise of a financial advisor can be a game-changer. A case in point is my friend, who recently saw his portfolio yield an impressive $84,000 in a single month, thanks to the guidance of his advisor. This exemplifies how investors can achieve substantial returns by leveraging professional expertise to optimize their portfolio's performance.
Nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
Her name is ‘Rebecca Noblett Roberts’. 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
I' ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?
As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.
REBECCA NASSAR DUNNE is her name. She is regarded as a genius in her area and works for Equity Services inc. She’s quite known in her field, look-her up.
I just checked her out on google and I have sent her an email. I hope she gets back to me soon.
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.
Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.
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.
Teresa L. Athas a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
CP is a buy and hold for life. Same with CNR. They form a duopoly in Canada. Mile-long moats. Rock solid.
hoping for a dip to buy...hoping
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to over $750k.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
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.!!
*Julianne Iwersen Niemann* a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
_Julianne_ sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that she will attend to my message.
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
Overall, analysts are more bullish on Nvidia stock, however it's important to consult with a financial advisor before making any investment decisions
@@purplebliss6875 Right, investing with the help of an advisor set me up for life, retired as a millionaire at 55. I worked hard everyday as a teacher for 32 years, and my salary was over 100k annually, until the 2020 covid lockdown. I wouldn't have supplemented my income with stocks and alternative investments if it wasn't for the crisis. Find the Positive in every situation.
@@Henryben-l9i I could really use the expertise of this advsors
@@rebeccaartgallary Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@@Henryben-l9i
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I am awfully late in investing at 33 with just about $80,000 in savings as i have never invested in the stock market. I’m worried about missing out on compound interest and want to make smart choices for my future. If I invest aggressively, can I still retire with at least $1 million by age 65?
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.
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
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Lucinda Margaret Crist 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 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.
love the show, could you make a video on price targets again ? you seem to nail those constantly.
So what are really the best strategies to make our portfolio recession proof. my wife is already panicking, so many questions! will the rate cut next month lead to inflation? I'm very worried about my $1million stock portfolio losing value. It lost 20 % today alone
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 advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
I could really use the expertise of this advsors
Finding financial advisors like Jessica Dawn Walters who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.
What on earth are you holding that has you down 20%? Are you in penny stocks and crypto?
Hi Joseph! I would love your analysis on Visa , MSCI, Ferrari , LVMH and Google!
He loves Visa and Google.
Google is a large position in his story fund
It’s precisely at times like these that investors need to be on guard against the next certainty. Hence, finding the appropriate asset allocation and collaborating with an advisor if you are unable to manage these market conditions.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 80% rise from early this year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q2 2025.
Pls how can I reach this CFA, I need someone to help me manage my portfolio
Kristin Amy Rose is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.
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.
What happened with POOL Corp?
Bro I was just thinking about that the other day! 😅
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification.I’m up 67% last year with a 7 figure portfolio well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA Dianne Sarah Olson I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays.
invest in stable stocks, my rule: if you previously liked the stock, then you should love it at a discounted price.
nice, interesting picks.
She appears to be well-educated and well-read. I did a search on her name and came across her web, thank you for sharing
I did read about Dianne Sarah olson on the web., quite a great resume she has
Wow, MSCI looks like a very strong and stable stock pick! Al of the qualities you mentioned above. Thanks for the great advice! HR
What do you think of lam research or applied materials? Too much volatility or not enough moat?
What do you think about AMZN? It used to be a large position in your portforlio
Used to? It still is!
Hi Joseph, appreciate your videos. Here are my suggestions that might fit your compounding machine: META, ORLY, AZO, RSG, WM, LMT. Thanks!
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
Her good reputation already speaks for her $ 110k last month
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Joseph, i think you're one of the greatest investors of this generation. Please keep being curious and hungry.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@FreuleinBey Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY*
@@EliaszPass Oh please I’d love that. Thanks!
@@FreuleinBey *MARGARET MOLLI ALVEY*
@@EliaszPass Great , i will do that now . Thanks for sharing
When a bunch of MSM headlines are urging you to buy a certain asset class, rest assured that that is not the move.
I have been mining for about 6 months now and just about every mine, it backfires and slaps me in my face. Nearly impossible for me to catch more than a few points I try to do top down analysis but it doesn't work for me . I say to myself, clearly I'm in the 90% that lose money, so I open a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Don't listen to her, don't give up. Mining takes time(months, even years) to master, even the pros learn everday. Never the less, if you lose money no matter which side you take, maybe you need to look at how you are managing active trades rather than how you are entering them. My advice, find a mentor . And also, try incorporating the use of oscillators, Bollinger and pivot points into your strategy. And most importantly move to higher TFs(4h or 1D preferably), you'll thank me later.
You're correct, I don't lose money every single trade, but my main problem is trying to let my runners run. Very rarely do I catch big moves . Instead they go a few pips in my direction, then go against me if when I try holding them. Also my entries could use a lot of improvement. A mentor would be amazing, but getting one is easier said than done. If it's not too much to ask, do you know any legit ones?
Mind if I ask you to recommend this particular professional you use their service? i have quite a lot of marketing problems??
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family..
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks...
@@OnkelFrauenknecht Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
@@AlilatTiamiyu Oh please I’d love that. Thanks!
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.
Hey Josopeh, great channel could you share How much of the 720K corresponds to deposits? Do you keep track of that information?
It's right in the video. Subtract the all time gain from the total
it shows 530k net additions
The 530k net additions does include a big chunk of dividends which have been reinvested.
You just do exactly what the other commenter says and subtract the green number from the black number. The result is my contributions.
Is Qualtrim available in Europe?
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
pls how can I reach this expert, I need someone to help me manage my portfolio
Melissa Elise Robinson is the licensed advisor I use and im 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.
ASML > Canadian Pacific, Intuit, and Booking in my opinion
I believe that he only complained about the valuation
@@RafitoMembroza Got a much better share price right now. Just bought nearly $30k this morning (sadly quite a bit more expensive than it was last week....)
I think BN is a good buy, would like to hear your analysis on it!
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
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
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 trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
Her name is. SUNITA CHACHY JOSEPH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
what do you think of AST SpaceMobile (ASTS): can it be a value investment? sth to hold for 10+ yrs?
Would be curious to hear your analysis of these strong performing stocks currently outside of your portfolio: AVGO, CTAS, PH, LIN, UNH, NVO, BRO
did you ever consider buying NVDA or doe it not fit this portfolio?
What's the obsession with nvda?
He missed out on the best dividend stock of all time.
I believe PANW would fit your compounding machine criteria
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.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $275k to around $750k.
Your advisor must be really good, how I can get in touch with them as my portfolio isn't doing well.
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 ‘’Sophia Maurine Lanting” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks, 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.
Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!
Your strategy is a perfect example of a solid plan! Combining dividend stocks with a buy-and-hold approach sets you up for success.it's clear you've done your research. Yet, I still think consulting with expert advisors can take your success to the next level. They can offer valuable insights, help you mitigate risks, and optimize your strategy for even greater returns.
i agree, though some doubt financial advisors. Mine has delivered, growing my portfolio by over $1 million for the past decade through savvy diversification. Financial security is my goal, and I'm pleased with my results.
Could you recommend your financial advisor?I am seeking professional guide
Glen Howard chester ’ , is a renowned figure in his line of work. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
just Googled his name and his website came up right away. looks interesting so far. sent him a mail and also set up a call with him.Thanks for sharing truly!
“Babe wake up! Joseph Carlson posted!”
hahahahahahahahahahahaha
It would be good to see how much you have contributed regulargly since inception. A chart of statement would be sufficient. Could you share or present in the next video?
Hey joseph i joined the patreon but never got a discord link
If that happens just shoot me a message on Patreon messenger, I check them twice a day.
@@JosephCarlsonShow Can you do a series comparing your performance to the S&P500 and SCHG?
@@JosephCarlsonShowthanks didnt even realize that was an option. Never used patreon before
Have you seen the PE of the S&P600 compared to the PE of S&P500?
Love it! That's the way to keep going. Astounding performance
Very nicely presented, thank you
Thought about LVMH? 😏
Love the in-depth video! Love that time after time you stand by your thesis’ on the companies you invest in and drown out all the noise of main stream media.
Pepsico:
- great company
- good yield
- decent growth
- price power
What happened to AMZN?
Love this update. Finally see CP.
Hi Joseph, I am probably one of your biggest fans. I am new in the stock market and recently have listened to about 70 % of your videos as I am consistently going through all the old ones. I learned a lot and do appreciate all your positive and logical approach from the beginning, it's all very helpful to me. My question is about Booking Holdings Inc. and the P/E ratio, I saw it's in the mid-20s and if I'm not mistaken you mentioned 18. Maybe I didn't get all the information correctly, as I am still learning. Thanks a lot and keep up the good work. 🙏
Hi! What do you think about palantir? Should I buy? Thanks!
High risk imo. Not worth it
Caterpillar is a company that seems to fit your mold
Nice presentation. You have become a young and well-focused Warren Buffett. I was surprised that you didn't mention services when talkng about AAPL -- something you usually emphasize.
What are your avg buy ins for intuit and goog
I'm a 52-year-old QA Specialist at Confluera, with an annual income of $150,000. Although I do have a retirement account, I'm keen on exploring short-term investment opportunities as I prepare to shift to part-time work in the near future. What would be the most suitable strategy to achieve my goals?
Just ''buy the dip'' . In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
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.
@@Muller-o4d Pls can you leave the info of your advisor ?
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.
@@Garrett-lo6pu Be careful, the guy recommending the financial advisor is most likely a scam. No single financial advisor gets their clients 90% per year, such a thing simply doesn't exist. If anyone was good enough to ensure even a 20% return would exist, they'd be working for billion dollar funds, not giving advice to retail investors.
Are you wanting to trim Texas roadhouse?
My favourite notification, thanks for another top video. Would love to see trailing FCF yield on Qualtrim in addition to P/E
Between all the bots i want to mention that your channel is the most informative and entertaining investing related channel out there. I recommend following you to all my friends who want to understand the market more.
@1:23 No because you don’t want to take the time to research anything else outside of big tech and consumer staples. Thats your decision, but you shouldn’t discourage viewers to get into the IWM stocks.
Have you evee though of explaining how you search for new stocks
I believe AI is poised to enter a new phase, and I aim to position my $200k portfolio to capitalize on the AI boom and make significant gains.
Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of 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.
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 portfolio 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.
Ferrari seems like a no brainer inclusion in such a portfolio. Arguably the most powerful brand in the world, recession proof, able to expand margins virtually at will. In order to purchase the most wanted cars, customers first have to build up a portfolio of other lesser Ferraris and prove their loyalty to the brand. Always more demand than supply, impenetrable moat, will never go out of fashion. Really a marvel of a company.
@joseph can you do this same video format for your Story Fund?
I would be interested to see your opinion on NOW, CSL carlisle, ODFL, HLT
Any thoughts about adding compounding dividend ETFs (options based ETFs) such as JEPI, JEPQ, SPYI? These pay out 8-13% yields.
he did on this.. SCHG & SCHD .. one growth and other is Dividends
I like spyi
The high yield is always coupled with nav erosion and disadvantageous tax implications.
I’m wouldn’t call them completely dividend ETFs they are more like growth option playing dividend, with others being a balanced etf with options income. Even then another way to look at it they a bit more like hybrid ETFs/very new/modern ETFs. And all depending on how you do taxes/income focused/growth/compounding you are. He somewhat does need make a new video about them. He’s only talked about the basic ones like SCHG/SCHD/VOO/QQQ… etc.
Buy the F’ing dip.
And if it keeps dipping pick up shifts at McDonald’s and sell your car. 🤷🏼♂️
Still expensive. Wait until the day of Fed meeting and make a prediction
Fuck yeah 🎉
@@UltimatePokeGamer7 hard to call something expensive when the unit of measure your comparing it to is worthless
@@UltimatePokeGamer7when is it?
Hi Joseph . I would like to know your opinion on SFM . Thanks in advance . Kind regards.
You should look into Old Dominion Freight. Very high quality compounder with dividends and buybacks.
Lately, you have done a really high quality videos. Keep up the good work
Loved this style of video, follow the same process (more or less) with my portfolio quarterly. Also would love your opinion on ACMR, seems to be a prefect pick and shovel play for semiconductors, constantly down despite great news.
Whats your opinion on meta's compound abilities and will you buy it if it dip?
AVGO would fit perfectly in your portfolio imo.
Joseph, thanks. Where can I look at the PDF file?
Link in the description
Watching the Market with detailed logical explanations from you and my coach has been an incredible experience. It's rare to find someone who explains their thought process while in the Market. Here, we have a true expert who thoroughly explains everything-from managing trades and identifying key confluences to understanding what to look for when in the Market. She also teach how to manage emotions during trading. It's truly remarkable to watch you along side during this times . Your efforts are outstanding, and I am now addicted to this channel's content. It's hard to find such high-quality lessons anywhere else. Thank you Sir, for your invaluable teachings. ... I have managed to grow a nest egg of around 210k to a decent 732k in the space of a few months... I'm especially grateful to Francine Duguay's, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
please educate me, I’ve come across this name before, Now i'm interested.
Francine Duguay program is widely available online.
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
What I appreciate about Francine Duguay. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........
Joseph, I appreciate this video
Your investor game plan and your thoughts on The Investor Temperament.
Thank you for that !
I enjoyed this and I found it quite informative
Someday your entire thumbnail is going to be the blue part
Hey Joseph, what do you think about progressive and copart?
Hey Joseph, I was wondering if you would be able to give your opinion on AVGO, TSM and SMCI. They seem to have a good fwd pe and look to be in a good position to reap the benefits of the rapidly evolving tech industry. Thanks.
I agree that small caps are just not a good investment. It's insanely easy for a good small cap stock to graduate out of being a small cap stock, even a lot of garbage stocks with zero chance of ever making a profit can do it. I'd only ever buy a small cap stock if it was part of a very niche industry that I was VERY familiar with (i.e. like it being an industry that I actively work in).
Interesting thanks
@1:06 IF anything Joseph, theyre saying you should diversify with small caps with growth since they have growth potential.
What happened to your AMZN position?
Its in his growth portfolio. He just goes through his passive income portfolio here.
Convinced this is one of the best investing channels on YT.
Think you could stand to broaden your horizons a bit. To me Peter Lynch is the perfect investor. Buffett is the best but Peter is the one I try to emulate in terms of being open to value regardless of what it looks like. There are small caps, turnarounds, fast growers, and stalwarts that offer great value.
But at the same time you can’t knock sticking to what works.
I know dividend investing is most effective when approached with a long-term perspective. However, I'd appreciate valid tips on companies that can help boost performance on my $350K portfolio notwithstanding inflation, my goal is 20 - 40% ROI year over year.
prioritize patience. ideally, utilizing an advisor can help with informed buying and selling decisions both for short and long-term gains
excellent share, curiously inputted Karen Lynne Chess on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
I saw in one of your old videos that you had Old Dominion Freight Line on your watchlist. What happened to your thesis on that company?
What happened to the AMZN position?
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Kimberly Ann Doran for helping me achieve this.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
You trade with Kimberly Doran too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
she's mostly on Telegrams, using the user name
Does anyone know how many CRM stocks he has. I'm curious what is his average
35:33 steam having an outdated design? I had to check again to compare the different stores and launchers. You could call the Steam client outdated. Like old software it is functional and productive. Not like the new software where it lacks functionality and keeps getting in the way of the user. If I could pay a one time fee so I never have to use Steam competitors like Ubisoft, Epic, Origin, Rockstar etc. I would. Steam and Gog are the only clients I like.
Yea my point is that steam is just super basic and nothing flashy and keeps the lead amongst any other store by a long shot.
It doesn’t matter what other stores do. By default steam has massive network effects that help it.
how do you find the dip of any company you got on your portofolio?
Yo great vid cuh keep crippin💙
mane gt Dat MINDSET he a real1 frfr.
😂