My Investment Portfolio - New Positions Added
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- Опубликовано: 26 сен 2024
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DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility and we do not provide personalized investment advice. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment.
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AI stocks are poised to lead the market in 2024, and I have a strong preference for NVIDIA due to their solid positioning for long-term growth and their role in supporting other AI companies. I know someone who saw over 200% returns with NVIDIA, but I'm also open to exploring the other stock recommendations you've suggested.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
It''s great to see you making videos on a consistent basis. Thanks Jimmy
Having avoided stocks since the pandemic, I want to give it another go. I am considering a 70/30 stock and bond ratio with $800,000 received from sales of my Bel-Air properties. What stocks do you think have the best chance to 10x in 5 years?
look at top-performing stocks like Nvidia, however its advisable to diversify your portfolio to mitigate risks using financial advisors.
exactly, getting proper financial advise is invaluable, my portfolio is well-matched for every season of the market and recently hit 140% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year.
@@tommyReeves-8 good gains! how can i connect with your advisor if you dont mind me asking? would like to seek profesional advisory to expand my investment..
Can't divulge much, I delegate my excesses to someone of great expertise 'Katherine Nance Dietz' preferably you can look her up online, her qualifications speak for itself.
excellent share, curiously inputted Katherine Nance Dietz 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..
Appreciate the transparency. I did the math and took the average return to get a total return of your portfolio to approximately
62.17%
Dang, that's incredible.
@ClivesEnglishCorner It is very impressive! I always like to compare returns to the s and p 500. Most people will not beat s and p, especially over multiple years. The ones that do likely all their eggs are in one basket and take alot of risk unless they research the heck out of the business. I would guess it's 3 years and change this portfolio, so that gives a bit under a 20% annual return while s and p did 40-45% comparably. That is very impressive! The balance between having diversified so as not having all eggs in one basket but not too diversified that you can't beat the s and p 500 is a challenge. Allocation for top 3 or 4 have to be about 50% of the portfolio. Done right here I would like to see moving on how this will play out.
Could you do an analysis of LNTH? It has an amazing growth in the past few years, it has an estimated growth of over 30% annually for the next 5 years, and it's undervalued - PE of 12 and PEG of 0.6
Very interesting. Well done with your performance. Thanks for sharing.
I love ur vids man .. thank you for putting such great content out
Hello Jimmy
Excellent contents. Thanks for sharing.
Your portfolio looks amazing. Luv all the quality companies like Meta, Apple, Google, Microsoft, etc. These are the companies that one can sleep well at night. I don't own any company that belong to the Chinese, and they are also belong to the CCP one way or other. For that, I am out. I don't own BABA, no Chinese for me. I also own 1% of CVS (+Aetna). I am planning to increase CVS with another 2%, a total of 3% in the portfolio. I believe they have a lot of potential in the long run due to their strong MOAT. Plus, for the coming decade, there will be many more people in need of health insurance.
Hello Jimmy I have some Meta and Apple, personal account. Meta is 35% and apple 29 of the account. If i need to invest in other stocks i would definetly have to sell. I would appreciate any suggestions. Thank you
I always love these!!
Hi I have a question that I have difficulty with myself. I am confused on how you calculate the percentages of your holdings. This video does not include how much cash you may have sitting on the side which I believe is important to understanding your risk profile. With my own investing. I find it difficult to understand how much cash I should keep on the side. Please let me know if you have rebalanced numbers that include cash reserve.
Love your content, great job.
Your annualized returns on these would be more interesting than overall returns. We're missing out on the time component.
I'm not buying any military stock. I don't want bloodmoney in my portfolio. Some things are more important than money, like morals and self-respect.
$wbd closed below $7 today... Would you buy more to lower the cost base or ignore the drop?
Well done Jimmy, huge fan. I wish I listened to you instead of the arrogant as of Everything money
Eagerly awaiting a video on WBD following the recent earnings
Dd you sell Atkore?
I like the focus on just 14 companies.
How about a GPN or INMD video?
Hi! What is the best time to trade on the day and with day is good for trading .thanks a lot
I have a question: why dont you part with your 50% loss stocks and invest it in one of your winners? Dont fall in love with stocks. If there is an uptrend in those particular now-loser-stocks you can buy again
Hey Jimmy,
What are your thoughts on Walgreens stock?
Thanks for sharing
No option for trial period in the website?
Can anyone explain to me, Chipotle, and how the hell it trades between $3200 - $3400?????
Thanks. Been watching you for few years. Your base costs for many of your positions seems little dishonest. I know you are a RUclipsr but bit disappointed.
woohooo, the update is back!
I have a similar portfolio but 30% is meta. Now I am a bit scared so I will decrease my position to 10%. I am worried about a possible recession
Can you do a video on Starbucks?
Please do a video on Huntginton Ingalls, $HII
Huge MOAT and undervalued imo
Jimmy learned nothing from Charlie Munger when it comes to BABA 🔥💔😢😭
Hi Jimmy!
I wouldn’t buy At&t, alibaba,citi
Buy more CVS.
Ignore the bots and scammers in the comments section. They've gotten quite complex.
intel is pretty much doomed. Qualcomm is the future of chips and TSMC is the future of manufacturing chips.
I known intel on a professional basis. I agree with you. It’s not worth the risk.
👍
Any healthcare stocks? You don't cover this sector? Best regards
CVS is in the healthcare sector.
HPE is teaming up with Nvidia
thanks jimmy - hold on to big tech and dont increase the stake of your losers (intc, baba, t) - they are losers for a reason - paypal might be the exception - also i like your ulta buy - my 2 cents!
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?
Cash-out!
Tail risk too high for Alibaba..
👌👌
❤
No Nvidia? Wimp
lol, I wish I found it a year ago
So many better options over Baba, T, Intel, Warner, etc
No NVDA
It's not overpriced lol
Earnings will continue to drive P/E lower and lower
You cannot say BABA is undervalued. You're essentially testing whether DCF works on valuing Chinese companies in real-time and thus far the results do not look good. All modern valuation theory, including DCF, is based on open markets with little government intervention. China is neither.
It is undervalued. The margin of safety has to be increased to accommodate the geopolitical issues.
@@Allen-L-Canada - totally understandable. Although time will tell - not that long ago BABA was pretty overvalued.
@@argupta15115 But typical risk is objective and there are models to help account for them within a MOS. How do you adjust for the risk of the government seizing your CEO or doing anything else it wants up to and including banning your industry (educational services in china)?
First
Buh ... no good qualitative portfolio. I think you cannot show a great return in the last 10 years, the stocks are "value" with risk. so I wont follow you in any way. Your portfolio is just lucky, that Big Tech is in it, but this would be covered with an ETF as well.
typical democrat portfolio
Huh? What does that have to do with the companies selected? It's about making money lol
@@KelechIwuaba to you yes, but i'm rooting for companies that are good for humanity and not invading people's rights and privacy
Hey Jimmy, I'm troubled by your investments in offence contractors like Lockheed Martin. While financial security is important, I also believe in supporting companies that contribute positively to the world. War and violence have devastating consequences, and I worry about the human cost. What are your thoughts on this?
Why is this his problem? Don't buy it yourself then
@@fomobull4187 yet they are aiding genocide in Palestine, nice
@@Roan-xj1mg is your name Jimmy?
@@musaabsi Did Biden not warn about halting weapon shipments? It's a political decision. If they do not buy from Lockheed, they will buy somewhere else. I understand where you are coming from, that's why I do not buy chinese or russian stocks. But I think you are mixing up politics and investing. He is just talking about a stock and it is up to you if you want to buy it. It is not a political channel.