Patreon: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
Your Patreon Account appears to be stagnent since 2022. Is this just what we see on the landing page for a non-subscriber, or is their ACTUALLY weekly exclusive videos? It seems as though you're just using Patreon as a payment gateway for QualTrim at this point. Is this correct? With that said, doing the sign-up process in reverse to Qualtrim (before seeing your above comment) gives me an error message of "Failed to create subscription". Is this because I have no active payment saved in Patreon? In a previous video, I thought you mentioned a free trial in November. Is there one? QualTrim definitely looks pleasing to the eye but it's hard to justify a $14.50/mth CAD subscription (well over a Spotify subscription) when previewing QualTrim takes all of 30 seconds since you can't do anything in it out of the gate. I guess you need to spend money to make money but if this was priced lower and with a free trial, I'd be all over it. A Lifetime purchase option would also be ideal. Just an opinion but when you show your Slices, it would be nice to see the Booking Cost, Gain/Return AND THEN Total Value. I suppose some can do the math in their head.
@@ejohnson1982 Yes, qualtrim will only activate if your patreon account is active and you use the same email on patreon as you did qualtrim. The patreon is a payment gateway not just to qualtrim, but you also gain access to an exclusive discord community, on that discord I have posted hundreds of exclusive episodes, one new one was just posted a few days ago. I also post current trades, I post monthly updates on both portfolios. And there are thousands of other investors that communicate and discuss different topics that I'll weigh in on from time to time. I price it at $10/USD per month, Patreon adjusts for currencies, not me. The price is extremely cheap for what you get based on the competitive landscape, where similar investment websites will cost anywhere from $15-40+ per month, and they run slower, are more difficult to use, and include a lot of worthless data that's difficult to navigate. I have also not raised the prices in over 4 years and continue to build out new features that are value additions to it every quarter. We now have 7,500 members on theh patreon and continue to grow quickly because people use it, see the value, and stick around. As always - if you try it and don't like it, you will be refunded.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Accurate asset allocation is crucial. Some use hedging or defensive assets in their portfolio for market downturns. Seeking financial advice is vital. This approach has kept me financially secure for over five years, with a return on investment of nearly $1 million.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne 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.
Accept people laughing at your $0.50 dividends, Stick to the process and accumulate more shares,Laugh at them for not understanding how compounding works.
My first dividend was less than $1, but it provided me with the framework to get to enough in dividends to cover expenses.Once you get that first one, you get hooked.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
The advisor am currently working with is Lauren Camille Brown. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. What are the best strategies for less risk and more gains?
The stock market is likely the best smart investment. However, if you are thinking of investing in the stock market and you are not well versed, its advisable to work with a financial expert who is an expert to guide you through the process. this way you could make more profit with less risk
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
My CFA is Laurel Ann Watkins, 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. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
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!
So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
I think A.I. will be the next major trend. To achieve lasting growth like META, it's essential to avoid impulsive decisions influenced by short-term changes. Emphasize patience and a long-term view, and most importantly, seek financial advice for informed buying and selling choices.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
The advisor am currently working with is Judith B Richards. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
I really appreciate that you are clear and easy to understand, that you provide valuable information, and that you don't waste my time trying to be an entertainer.
Thank you Joseph, do you think it's time to start trimming some of the fat and increase dry powder. looking at the growth projections of 7-figure portfolio I can't tell where the market is headed, Do i hold on or perhaps I should just sell off assets and avoid the panic?
Such uncertainties are the reasons I don’t base my judgement on a ''heresay''. 2020 covid crash had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. Now my portfolio is well-matched for every market season yielding 85% from early last YTD. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year.
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider independent financial advisors like "Jennifer Leigh Hickman" I've worked with her and I'd gladly commend her exemplary service on a public post.
Hey Joseph, great content btw! Brief story: I'm from México and I found out about Texas Roadhouse in a little city called Merida. I visited and felt in love with the place... the food (especially the bread), the ambience, the service, everything. And let me tell you, the restaurant is absolutely packed. On weekends there's always a 1-2hr waiting line. It has been such a hit that there's already 2 restaurants in the city. And they also opened in Mexico City a couple of years ago. Anyways, after going to the restaurant I found out they traded in the stock market, so after some due diligence and waiting for a price drop, I opened up a position (Peter Lynch style). And this past year, it has been one of the best performing stocks in my portfolio! And this stock is also how I found out about your channel hehe Anyways, greetings from México!
Here in PI., Makati., MNl. Noticed a Tex roadhouse in one of the major malls. Missed the boat, first bought at near $100, should of continued to DCA on the way up. 😮💨
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
That's pretty obvious, their hundreds of "likes" and they ALL have the same script. Oh? This scam artist made me money? How can I contact her? oh, not a actual website, not an actual number, but one tunneled through another form or communication. Why stop there! ooh Ooh I've used her too and she made me this much money, blah blah blah.
I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation.
ETFs are great, but don't rely solely on it for retirement. I retired at 62 with a $1.5M portfolio, starting with $35K, thanks to an adv1sor and dividends. Invest wisely, build your nest egg, and don't sell the chicken that lays the egg!
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Julianne Iwersen Niemann" I've worked with her for some time and highly recommend her. Check if she meets your criteria.
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
True, initially I wasn't quite impressed with my gains, I was doing so badly, figured I needed to diversify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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.
With the market at all time highs, do you think there will be a recession or downturn anytime soon? I am in my 40s and just starting, and I am curious about ways to keep risk mitigated
All time highs… I’ve been investing for almost 2 years. It was all time highs when I bought in. It was all time highs when I was dollar cost averaging and it’s all time highs while I’m up over ~$110k in 2 years. Unless you are due to retire in the next 5 years. Just don't worry and keep on buying, just know it's going to be worth a hell of a lot of money in 20 years time. 👍👍
The market's current highs have certainly raised some eyebrows. Analysts have mixed predictions about the future. While some expect the market to continue its upward trend, albeit at a slower pace, others are more cautious due to various uncertainties.
How do you thabks Joseph for Rocketlab?😂 Also, you sold and locked in gains good for you. But you sold in the middle of a short squeeze as well as some major catalysts.
I will be forever thankful to you, you changed my life and I will continue to speak on your behalf for the world to hear that you saved me from huge financial debt with just a little trade, thank you Jihan Wu you're such a life saver
As a beginner in this, it’s essential for you to have a mentor to keep you accountable. Mr Jihan Wu is also my invest analyst, he has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my investment decisions align with market dynamics for optimal returns.
Jihan Wu Services has really set the standard for others to follow, we love him here in Canada 🇨🇦 as he has been really helpful and changed lots of life's
I'm favoured, 90K every week! I can now give back to the locals in my communities and also support God's work and the church. God bless America,, thank you Mr Jihan Wu😊🎉
I feel frustrated watching my portfolio underperform as I often jump in and out of stocks. Warren Buffett’s advice that $114 invested in the S&P 500 in 1942 would be worth $400,000 today. How can I adopt a consistent, long-term approach to finally build meaningful wealth?
A long-term approach can definitely help with navigating market volatility. Set Clear Goals, Focus on Quality Investments,Stay Patient and Avoid Emotional Reactions, and Work with a Fiduciary.
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I have a long way to go. I started investing in May and my Portfolio is $11,000 and started with ~$1000. I’ve invested $8,100 with $2880 profit (+34%) in 6.5 months. I’m proud to be beating the S&P 500, which has had a gain of 10% since I started investing.
Valuations are always relative both only to the market but also to the company’s own history. One thing that I’m not sure exists (yet) on Qualtrim - and which might help with, for example, the costco analysis - is a chart of valuation over time. Costco I think has continually had a high valuation, so the valuation stays steady while the fundamentals improve -> leading to an increasing share price at constantly high valuations. At the same time other companies have high valuations only for short periods of time due to a certain events and/or excitement. For me it would appear there is more risk in buying (or holding) the latter than the former.
The software I use to look at investments has the feature you're describing, I have it turned on for both P/E and P/FCF. Costco is currently very expensive by both metrics. If you're interested it's a Bloomberg Terminal knockoff called Koyfin. It's got a free version that's still pretty powerful. Although Black Friday sale has me considering upgrading to Plus.
Great comment, Koyfin does this. I looked at Costco and it's trading at its highest valuation ever currently by both PE and EV / EBITDA. Eyeballing the avg PE I'd say its around ~30 since 2000, and it's currently at 55+
As Buffett says, the market is a voting machine in the short-term and a balancing machine in the long-term. Some stocks get hyped up only to crash as their fundamentals stray far from the hype. Costco’s fundamentals have been solid for decades without any indication of a major pull back.
I hit $113k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.
It's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Evelyn Vera. for years and highly recommend her I focus on her. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I think that you are underestimating Apple saying that Netflix gives you more growth. That's true, but you never consider the Apple's returns of capital of more than 150%; Apple does not need to grow at double digits to deliver long term value. A single digit growth of Apple is way more profitable than the double digit growth of Netflix. Adding to the fact that business like Netflix will always be subject of risk of disruption, fashion, etc. Apple is less risky as an investment, less likely of disruption as the brand is what really matters to the its target segment. Most people just understimate Apple, double digit growth does not necessarily deliver long term value!. An Apple is the clear example.
Advanced logic. Good points. I has some great cheap multibaggers the last few years. I like acmr as a multibagger opportunity atm. Low pe with great growth and more but China related. Thoughts on acmr? Weaknesses besides Chinese government?
One digit growth is definetly not enough for a PE of 40. Apple is a good brand and will never die, but all the products Apple sells are mature and dont have much added benefits over each generation. Thus the cycle in which Apples loyal customers upgrade their tech gets longer and longer.
Apple simply can’t continue to increase shareholder returns at the pace they did from 2012-2022 without new growth & increased profits. They went through their stockpile of cash during that time. I’m still long but my expectations are muted until they find a new business line to monetize. Hoping they start to take advertising seriously. Apple Pay is another potential growth driver.
You still buy good companies for reasonable price. Mainly small caps like toast and four I guess which aren't as cheap anymore 🙄. It's a portfolio with more freedom.
My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks for retirement. Any suggestions that would complete the existing positions?
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
The incompetence and corruption that runs through this administration are getting more ridiculous. I feel for people with disabilities not getting the help they deserve. Thank you June Renae Matthysse, imagine investing $1.5k and receiving $9k in 20 days
That woman transformed my entire life for the better. Among the folks I've met, June appears to be the most trustworthy. I'm surprised you know her as well
Wow, congratulations on your impressive :nvestment success! Your discipline and focus on delayed gratification is truly inspiring. I'm curious, what are some of the key factors that you consider when making :nvestment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of :nvesting? Thanks for sharing your story!
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 Charlotte Grace Miller.
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
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
Honestly, it feels like we’re just getting started! Bitcoin is leading the charge! Bitcoin often leads the market in a bull run, and once it stabilizes and reaches new highs, we’ll start to see altcoins catching up. It’s all about timing-once the mainstream attention shifts to altcoins, we could see some serious pumps. I’ve made $119k just by buying and holding Bitcoin and waiting for the pump..
It is post elections and the market has started being bullish based on evidence. I just sold some property and I have some cash to re-invest, thinking of diversifying my investment on NVIDIA,TSLA,META. Am in so long its tech.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago after I sold my property, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from crypto worth $75k to $350k despite inflation this year.
ELISSE LAPARCHE EWING is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately you can reach out to her, you can verify her yourself.
Elisse Laparche Ewing has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you need an excellent collaboration.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
You're right, I and a few Neighbors in Bel Air Area work with an Investment Adviser who prefers we DCA across other prospective sectors instead of a lump sum purchase. As a result, my portfolio has recorded significant improvement even during the most unfavorable market season.
@@viviancarolgioao I'm intrigued by this. I've searched for investment advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??
My CFA ’’ Sharon Ann Meny, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
My target retirement fund in my 401(k) had poor returns compared to the S&P 500. I switched everything to the S&P 500, but I regret not doing it earlier. What are the best options for investing $200k for reliable cash flow?
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 2025.
My CFA Mary Elizabeth Fugelsang a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her.
Subscribed your channel! Means a lot to show your numbers and how they compare. Transparency is key and an excellent indicator. Please keep up the good work
I reached $138k today. Thank you for all the knowledge and insights you've shared with me over the past few months. I began this journey in October 2024. Financial education is essential for over 70% of the population, as only a few are truly literate in this area. Thanks so much Charlotte 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'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
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
prioritize patience, that's what dividend investing is all about. ideally, utilizing an advisor can help with informed buying and selling decisions for both short and long term gain
Well agreed, I once assumed I had a hang of the mkt, accrued few bucks and got super elated, not until I stumbled upon a portfolio coach who didn't only hedge my portfolio from covid-19 crash, but so far gained over 330% ROI. IMO, nothing beats expertise.
sounds good! how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb… mind if I look up the professional guiding you please?
I've stuck with ‘’Karen Lynne Chess” for more than 4 years now, her performance has been consistently impressive, and she’s quite known in her field, simply confirm her on the internet.
I went to the US a few weeks ago and tried Texas Roadhouse. It was pretty good. The taste of the steak at its price was more than worth it. Also, the customer flow was incredible. It was a week day night and people were waiting for seats. Like wtf! Week day!
@ The purpose of stock market is to make you money. What’s the difference between the means that the stock does it: PE exanpsion, buybacks, short-squeeze, revenue growth… ?
@@FobosLeebecause some are better indicators of success and how well it will be in the future. if you want to get some short term gains yeah sure but is that really best approach or is there a better place to put those funds and get better returns with less risk
Great update on your portfolio...again. Interesting comments respectively about Costco and VICI. Thank you for explaining YOUR goals and expectations without preaching that others ought to follow your example. I'm almost 60, and I anticipate in the next 5-10 years using my dividends as retirement income. Do you anticipate a time when your investment goals and strategies will change?
I appreciate your commitment to guiding others toward financial success. We all strive for security and a better quality of life, and this can be achieved through smart investments, mindful spending, and effective budgeting. I'm thankful I discovered the value of hard work and financial independence early on in my journey.
Even though I engage in investing, I feel disheartened by my lack of expertise in assessing the performance of individual companies and determining the optimal timing for stock purchases. The erosion of my financial reserves due to inflation adds to my concerns. At this point, I require precise market trajectory information, but I find myself unsure about the appropriate course of action.
Agreed, the role of advisors an only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
thanks for the lead, curiously searched Sophia by her full name, easily spotted her consulting page and was able to schedule a call session, she seems highly professional from her resumé
Hi Joseph, just a video idea: in the end of the year you compareyour portfolio with the beggining of 2024, not only in performance but also in the stocks you sold and stocks you were close to sell, along with news that drove the market direction. I think it can be a great way to show that investing goes along of newspaper covers and headlines
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Elon Musk has played a major role in the campaign, especially in sectors like energy and automotive. With Trump winning, there's uncertainty, as the market has been full of surprises. It's wise to follow professional advice.
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I read that you bought Booking holdings thanks to a suscriber. I encouraged you to take a look at 3 Argentine companies: YPF (oil company) Pampa energia y Banco Galicia (GGAL)
Conclusion: much of the market is overvalued, so it’s best to hold/sell and wait for the upcoming correction. I appreciate your transparency and willingness to share your portfolios candidly.
Hi, thank you. New to your channel. Good explanation. One question - Did your ever booked profit from your main portfolio? Mainly Netflix, Amazon etc.?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
I have the impression I have seen the same title with the same names dozens of times... Likely content: why it is okay to buy/hold the same handful of companies that everybudy else is looking at despite trading at 30-40x earnings. 15-year annualized return of such businesses following the previous bubble: marginal.
Patreon: www.patreon.com/josephcarlson
How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues.
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Join over 6,500 other members and try it out, risk free.
Your Patreon Account appears to be stagnent since 2022. Is this just what we see on the landing page for a non-subscriber, or is their ACTUALLY weekly exclusive videos? It seems as though you're just using Patreon as a payment gateway for QualTrim at this point. Is this correct?
With that said, doing the sign-up process in reverse to Qualtrim (before seeing your above comment) gives me an error message of "Failed to create subscription". Is this because I have no active payment saved in Patreon?
In a previous video, I thought you mentioned a free trial in November. Is there one? QualTrim definitely looks pleasing to the eye but it's hard to justify a $14.50/mth CAD subscription (well over a Spotify subscription) when previewing QualTrim takes all of 30 seconds since you can't do anything in it out of the gate. I guess you need to spend money to make money but if this was priced lower and with a free trial, I'd be all over it. A Lifetime purchase option would also be ideal.
Just an opinion but when you show your Slices, it would be nice to see the Booking Cost, Gain/Return AND THEN Total Value. I suppose some can do the math in their head.
@@ejohnson1982 Yes, qualtrim will only activate if your patreon account is active and you use the same email on patreon as you did qualtrim.
The patreon is a payment gateway not just to qualtrim, but you also gain access to an exclusive discord community, on that discord I have posted hundreds of exclusive episodes, one new one was just posted a few days ago. I also post current trades, I post monthly updates on both portfolios. And there are thousands of other investors that communicate and discuss different topics that I'll weigh in on from time to time.
I price it at $10/USD per month, Patreon adjusts for currencies, not me. The price is extremely cheap for what you get based on the competitive landscape, where similar investment websites will cost anywhere from $15-40+ per month, and they run slower, are more difficult to use, and include a lot of worthless data that's difficult to navigate. I have also not raised the prices in over 4 years and continue to build out new features that are value additions to it every quarter.
We now have 7,500 members on theh patreon and continue to grow quickly because people use it, see the value, and stick around. As always - if you try it and don't like it, you will be refunded.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Accurate asset allocation is crucial. Some use hedging or defensive assets in their portfolio for market downturns. Seeking financial advice is vital. This approach has kept me financially secure for over five years, with a return on investment of nearly $1 million.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne 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 a lot for this recommendation. I just looked her up on google, and I have sent her an email. I hope she gets back to me soon.
Accept people laughing at your $0.50 dividends, Stick to the process and accumulate more shares,Laugh at them for not understanding how compounding works.
My first dividend was less than $1, but it provided me with the framework to get to enough in dividends to cover expenses.Once you get that first one, you get hooked.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
The advisor am currently working with is Lauren Camille Brown. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
excellent share, Just looked up her name and spotted her consulting page ranked top. after reviewing her credentials i reached out to her.
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. What are the best strategies for less risk and more gains?
The stock market is likely the best smart investment. However, if you are thinking of investing in the stock market and you are not well versed, its advisable to work with a financial expert who is an expert to guide you through the process. this way you could make more profit with less risk
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
This is incredible. Could you recommend who you work with? I really could use some help at this moment.
My CFA is Laurel Ann Watkins, 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. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
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!
JC looks at his portfolio constantly and doesn’t age. Remarkable.
Lmao 😂
Well he has a lot of green unlike us
So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
I think A.I. will be the next major trend. To achieve lasting growth like META, it's essential to avoid impulsive decisions influenced by short-term changes. Emphasize patience and a long-term view, and most importantly, seek financial advice for informed buying and selling choices.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
The advisor am currently working with is Judith B Richards. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
excellent share, Just looked up her name and spotted her consulting page ranked top. after reviewing her credentials i reached out to her.
I really appreciate that you are clear and easy to understand, that you provide valuable information, and that you don't waste my time trying to be an entertainer.
Thank you Joseph, do you think it's time to start trimming some of the fat and increase dry powder. looking at the growth projections of 7-figure portfolio I can't tell where the market is headed, Do i hold on or perhaps I should just sell off assets and avoid the panic?
Don't sell everything, just raise some cash so you can go shopping if and when a correction or crash takes place.
Such uncertainties are the reasons I don’t base my judgement on a ''heresay''. 2020 covid crash had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. Now my portfolio is well-matched for every market season yielding 85% from early last YTD. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year.
@@JordanReam8186 I find your situation fascinating. Would you be willing to suggest someone trusted you've worked with?
I find your situation fascinating. Would you be willing to suggest someone trusted you've worked with?
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider independent financial advisors like "Jennifer Leigh Hickman" I've worked with her and I'd gladly commend her exemplary service on a public post.
Hey Joseph, great content btw!
Brief story: I'm from México and I found out about Texas Roadhouse in a little city called Merida.
I visited and felt in love with the place... the food (especially the bread), the ambience, the service, everything. And let me tell you, the restaurant is absolutely packed. On weekends there's always a 1-2hr waiting line. It has been such a hit that there's already 2 restaurants in the city. And they also opened in Mexico City a couple of years ago.
Anyways, after going to the restaurant I found out they traded in the stock market, so after some due diligence and waiting for a price drop, I opened up a position (Peter Lynch style).
And this past year, it has been one of the best performing stocks in my portfolio!
And this stock is also how I found out about your channel hehe
Anyways, greetings from México!
Very nice. I'm in Queretaro and they TXRH just opened up here last week!
Esta en el Sic???
Here in PI., Makati., MNl. Noticed a Tex roadhouse in one of the major malls. Missed the boat, first bought at near $100, should of continued to DCA on the way up. 😮💨
I've also visited Merida, but rather in Spain 🙃. I do hope I could visit México, heard a lot of good ones.
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
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
I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks
Any comment below that is claiming "This person named xXXXXxxX made me so and so," is a scammer.
But Charlotte Grace Miller stole all my money, I found that she, was really a he, and his real name was Ashwin Rappindukachananime. What do I do now?
That's pretty obvious, their hundreds of "likes" and they ALL have the same script. Oh? This scam artist made me money? How can I contact her? oh, not a actual website, not an actual number, but one tunneled through another form or communication. Why stop there! ooh Ooh I've used her too and she made me this much money, blah blah blah.
people fall for that shit?
@@EveryPriceGougingStealership Charlotte Grace Miller stole all my money as well. It turned out to be some scammer overseas.
Captain Obvious
Despite having most of my $500k retirement in VGT, I try to beat my Roth with my taxable account but still underperform the S&P 500.
I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation.
ETFs are great, but don't rely solely on it for retirement. I retired at 62 with a $1.5M portfolio, starting with $35K, thanks to an adv1sor and dividends. Invest wisely, build your nest egg, and don't sell the chicken that lays the egg!
Who is this person guiding you and how can i reach he/she?
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Julianne Iwersen Niemann" I've worked with her for some time and highly recommend her. Check if she meets your criteria.
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.
25:26 naughty Joseph artist
Lollllll
No wayyy
lol like Randy Marsh
LMAO I didn't catch it at first
stopped during the video to check comments ahah
Remember when people laughed at you for saying Netflix would hit $900
Stop that's enough
@ hahaha
Man, I was looking at Netflix at 200 and didn’t buy. Wish I was watching his show back then 🤦♂️
Remember when he said nvidia was a bad at around 15?
it was alot of Tesla guys iirc
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
True, initially I wasn't quite impressed with my gains, I was doing so badly, figured I needed to diversify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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.
Joseph - I really enjoy your content and delivery. Thank you for taking time out of your life to provide the information for all of us.
Joseph Carlson is the reason why I have started investing, life changing hero!
Thanks man.
Thanks Joseph. I sold half my Rocket Lab and Tesla shares at a 95% profit and I’m buzzing. That’s now going towards a new property 🙂
With the market at all time highs, do you think there will be a recession or downturn anytime soon? I am in my 40s and just starting, and I am curious about ways to keep risk mitigated
All time highs… I’ve been investing for almost 2 years. It was all time highs when I bought in. It was all time highs when I was dollar cost averaging and it’s all time highs while I’m up over ~$110k in 2 years. Unless you are due to retire in the next 5 years. Just don't worry and keep on buying, just know it's going to be worth a hell of a lot of money in 20 years time. 👍👍
The market's current highs have certainly raised some eyebrows. Analysts have mixed predictions about the future. While some expect the market to continue its upward trend, albeit at a slower pace, others are more cautious due to various uncertainties.
How do you thabks Joseph for Rocketlab?😂
Also, you sold and locked in gains good for you. But you sold in the middle of a short squeeze as well as some major catalysts.
Hit 240k today. Appreciate you for all the knowledge and nuggets you had thrown my way over the last months. Started with 24k in September 2024..
I would really like to know how much work you did put in to get to this level
I will be forever thankful to you, you changed my life and I will continue to speak on your behalf for the world to hear that you saved me from huge financial debt with just a little trade, thank you Jihan Wu you're such a life saver
As a beginner in this, it’s essential for you to have a mentor to keep you accountable. Mr Jihan Wu is also my invest analyst, he has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my investment decisions align with market dynamics for optimal returns.
Jihan Wu Services has really set the standard for others to follow, we love him here in Canada 🇨🇦 as he has been really helpful and changed lots of life's
I'm favoured, 90K every week! I can now give back to the locals in my communities and also support God's work and the church. God bless America,, thank you Mr Jihan Wu😊🎉
I feel frustrated watching my portfolio underperform as I often jump in and out of stocks. Warren Buffett’s advice that $114 invested in the S&P 500 in 1942 would be worth $400,000 today. How can I adopt a consistent, long-term approach to finally build meaningful wealth?
A long-term approach can definitely help with navigating market volatility. Set Clear Goals, Focus on Quality Investments,Stay Patient and Avoid Emotional Reactions, and Work with a Fiduciary.
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Pls how can I reach this expert, I need someone to help me manage my portfolio
*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Her name is Marissa Lynn Babula . I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Must be satisfying to open up your investments and see over a million. I’m happy for you and hope I can do the same in 20-30yrs.
10 years is possible. We can do it!
I have a long way to go. I started investing in May and my Portfolio is $11,000 and started with ~$1000. I’ve invested $8,100 with $2880 profit (+34%) in 6.5 months. I’m proud to be beating the S&P 500, which has had a gain of 10% since I started investing.
Sell that VICI for ASML... you know you want to :)
VICI dividend covers the sideways consolidation and as rate cuts continue, VICI will thrive
@ the dividend doesn’t cover what you miss on growth opportunities elsewhere. I say this having held VICI for a while and I really like the company
@@baileysmith680agreed but you should still make room for an Asml bottom
Better to own them both.
25:34 Dong
I knew it
you beat me lol
You devil you
It just keeps going up!!!😂
Valuations are always relative both only to the market but also to the company’s own history. One thing that I’m not sure exists (yet) on Qualtrim - and which might help with, for example, the costco analysis - is a chart of valuation over time. Costco I think has continually had a high valuation, so the valuation stays steady while the fundamentals improve -> leading to an increasing share price at constantly high valuations. At the same time other companies have high valuations only for short periods of time due to a certain events and/or excitement. For me it would appear there is more risk in buying (or holding) the latter than the former.
The software I use to look at investments has the feature you're describing, I have it turned on for both P/E and P/FCF. Costco is currently very expensive by both metrics. If you're interested it's a Bloomberg Terminal knockoff called Koyfin. It's got a free version that's still pretty powerful. Although Black Friday sale has me considering upgrading to Plus.
Great comment, Koyfin does this. I looked at Costco and it's trading at its highest valuation ever currently by both PE and EV / EBITDA. Eyeballing the avg PE I'd say its around ~30 since 2000, and it's currently at 55+
As Buffett says, the market is a voting machine in the short-term and a balancing machine in the long-term. Some stocks get hyped up only to crash as their fundamentals stray far from the hype. Costco’s fundamentals have been solid for decades without any indication of a major pull back.
Thank you for this portfolio recap Joseph! I learn a lot from you with every video.
25:30 .. Nice!
😂😂😂😂
can you look at celsius stock Joseph?
📈
Bought SPGI about a month ago when it dipped based on your input. TY
I was at Costco this Saturday and Sunday, it was completely nuts. It took 15 minutes just to get out of the parking lot 😂
Im a trucker for Costco and I refuse to even go in their to take a wizz. Stock is running though, so keep shopping people
I hit $113k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.
It's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Evelyn Vera. for years and highly recommend her I focus on her. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I would really love to know how much work you did put in to get to this stage.
Wow! wow! please is there any way to reach her services?
I will leave her info below this comment.
+147
Bruh wtf is going on for us to deserve this much content!? Thanks Joe!!!
maybe i missed it but out of all of your stocks, which is your most bullish buy?
Sundar needs to start hanging out at Mar-a-Lago!
I think that you are underestimating Apple saying that Netflix gives you more growth. That's true, but you never consider the Apple's returns of capital of more than 150%; Apple does not need to grow at double digits to deliver long term value. A single digit growth of Apple is way more profitable than the double digit growth of Netflix. Adding to the fact that business like Netflix will always be subject of risk of disruption, fashion, etc. Apple is less risky as an investment, less likely of disruption as the brand is what really matters to the its target segment. Most people just understimate Apple, double digit growth does not necessarily deliver long term value!. An Apple is the clear example.
Apple remains a solid holding.
Advanced logic. Good points. I has some great cheap multibaggers the last few years. I like acmr as a multibagger opportunity atm. Low pe with great growth and more but China related. Thoughts on acmr? Weaknesses besides Chinese government?
One digit growth is definetly not enough for a PE of 40. Apple is a good brand and will never die, but all the products Apple sells are mature and dont have much added benefits over each generation. Thus the cycle in which Apples loyal customers upgrade their tech gets longer and longer.
Apple simply can’t continue to increase shareholder returns at the pace they did from 2012-2022 without new growth & increased profits. They went through their stockpile of cash during that time. I’m still long but my expectations are muted until they find a new business line to monetize. Hoping they start to take advertising seriously. Apple Pay is another potential growth driver.
Warren Buffet also heavily reduced his holdings in Apple.
You should consider making a 3rd smaller portfolio for risky fun bets 🔥
Yes! A swing trading account
It’s all one portfolio, and swing trading is off strategy. We are looking for wonderful businesses at a fair price.
That’s what the story fund seemed to be for so I don’t think he’s able to do risky bets. He’s only able to trade one way.
You still buy good companies for reasonable price. Mainly small caps like toast and four I guess which aren't as cheap anymore 🙄. It's a portfolio with more freedom.
Texas Roadhouse is very popular in Union City, CA. Always people waiting on the weekends. I don't remember the food being that great though.🤨
My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks for retirement. Any suggestions that would complete the existing positions?
Meta investors have made a killing in the past two years, with the stock up 480%
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Pls how can i meet this advis0r?
*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
My advidor is “Marissa Lynn Babula” She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her.
Won't you consider merging the 2 portfolios since they end up mirroring each other?
He probably makes more ad revenue keeping them separate but I agree there’s a lot of overlap
Keep the channels separate, but merge the portfolios 🙏
My guess, one is probably an individual account while the other is a 401k or Ira. Different tax rules and withdrawal rules.
They're both taxable accounts.
Fantastic content Joseph !
Great take on AAPL Joseph! I 100% agree. Where is the revenue growth???
The concentration of this portfolio is awesome. Easy to follow, only great companies.
Thanks Joseph ! I love watching your content .
love how you break down the whole stock and it's forecast, very informative reason i followed kudos man appreciate u
The incompetence and corruption that runs through this administration are getting more ridiculous. I feel for people with disabilities not getting the help they deserve. Thank you June Renae Matthysse, imagine investing $1.5k and receiving $9k in 20 days
That woman transformed my entire life for the better. Among the folks I've met, June appears to be the most trustworthy. I'm surprised you know her as well
I've noticed a lot of people talking about June, she must be amazing for everyone to be saying so many wonderful things about her
Do you consider to add META to your portofilio? It seems to be undervalued right now.
same question, could you assess it?
Thank you for recommending Sarah Jennine Davis on one of your videos. I reached out to her and :nvesting with her has been amazing.
Wow, congratulations on your impressive :nvestment success! Your discipline and focus on delayed gratification is truly inspiring. I'm curious, what are some of the key factors that you consider when making :nvestment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of :nvesting? Thanks for sharing your story!
Do you mind sharing info on the adviser who
assisted you? I'm 39 now and would love to
grow my portfolio and plan my retirement
@@FreyaFreya3 Sarah Jennine Davis is highly recommended
You most likely should get her basic info when you search her on your browser.
@@mayor-o1wHow do I access her ? I really need this
+156
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 Charlotte Grace Miller.
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
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'm new at this, please how can I reach her?
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
Does Qualtrim cover UK stocks or just US?
it does cover UK stocks but sometimes the currency conversion appears to be off
@@apartmentdrummer02 Thanks
Thanks. 👍👍👍
Honestly, it feels like we’re just getting started! Bitcoin is leading the charge! Bitcoin often leads the market in a bull run, and once it stabilizes and reaches new highs, we’ll start to see altcoins catching up. It’s all about timing-once the mainstream attention shifts to altcoins, we could see some serious pumps. I’ve made $119k just by buying and holding Bitcoin and waiting for the pump..
It is post elections and the market has started being bullish based on evidence. I just sold some property and I have some cash to re-invest, thinking of diversifying my investment on NVIDIA,TSLA,META. Am in so long its tech.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago after I sold my property, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from crypto worth $75k to $350k despite inflation this year.
Please, I'd need the help of your Investment advisor.
ELISSE LAPARCHE EWING is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately you can reach out to her, you can verify her yourself.
Elisse Laparche Ewing has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you need an excellent collaboration.
Can't sell Costco, that's where I'm going to get my law degree from.
Thank you for the video, great insights
Thanks Joseph
You upload, we watch :)
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
You're right, I and a few Neighbors in Bel Air Area work with an Investment Adviser who prefers we DCA across other prospective sectors instead of a lump sum purchase. As a result, my portfolio has recorded significant improvement even during the most unfavorable market season.
@@viviancarolgioao I'm intrigued by this. I've searched for investment advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??
My CFA ’’ Sharon Ann Meny, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
Thanks for sharing, this kind of video one in a while is extremely helpful to better understand your way of thinking. Great job
My target retirement fund in my 401(k) had poor returns compared to the S&P 500. I switched everything to the S&P 500, but I regret not doing it earlier. What are the best options for investing $200k for reliable cash flow?
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 2025.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
My CFA Mary Elizabeth Fugelsang a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her.
Lowkey this shi fire, hope yall keep going with this!!! 🎉
Thank you so much Joseph ❤️❤️
You make great informative videos Joseph which gives me confidence to invest in the market.
thoughts on Meta?
About Google, doesn't the free cashflow yield (SBC adjusted) look a bit low? Is it all down to capex spend on ai??
Joseph daring people to go to Costco on a holiday weekend is hilarious😂
Subscribed your channel!
Means a lot to show your numbers and how they compare.
Transparency is key and an excellent indicator.
Please keep up the good work
Can you show us how you benchmark your portfolio against S&P500 please?
I reached $138k today. Thank you for all the knowledge and insights you've shared with me over the past few months. I began this journey in October
2024. Financial education is essential for over 70% of the population, as only a few are truly literate in this area.
Thanks so much Charlotte 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 $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
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 got you beat, 64.22% YTD on my ROTH and 45.8% on my taxable account. 😁
😎 Buying what ?
I'm up 94% in brokerage and 56% in rogh since Nov 2023
I YOLO'd $238,000 on OTM GOOG calls before earnings several weeks ago and profited $302,114.14 in 3 business days.
I got you beat! I am up over 1,000,000% on my entire profile.
Puff I’m up a trillion percent
your netflix pick was just crazy ... nobody wanted to touch it, not even a super investor like Ackman and you were right. 👍👍🤑🤑
I'd appreciate valid tips on companies that can boost performance on my $350K portfolio notwithstanding inflation, my goal is 20 - 40% YoY.
prioritize patience, that's what dividend investing is all about. ideally, utilizing an advisor can help with informed buying and selling decisions for both short and long term gain
Well agreed, I once assumed I had a hang of the mkt, accrued few bucks and got super elated, not until I stumbled upon a portfolio coach who didn't only hedge my portfolio from covid-19 crash, but so far gained over 330% ROI. IMO, nothing beats expertise.
sounds good! how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb… mind if I look up the professional guiding you please?
I've stuck with ‘’Karen Lynne Chess” for more than 4 years now, her performance has been consistently impressive, and she’s quite known in her field, simply confirm her on the internet.
curiously googled Karen Lynne Chess and at once spotted her consulting page, she seems highly professional from her resumé
I went to the US a few weeks ago and tried Texas Roadhouse. It was pretty good. The taste of the steak at its price was more than worth it. Also, the customer flow was incredible. It was a week day night and people were waiting for seats. Like wtf! Week day!
Great video to watch. Show real experience.
5:00 Palantir! Yay! You mentioned it. Year or two Joseph gonna own it
palantir is trash and he's even said it lol
@ it’s a way higher performer for last two years than any of his picks (apart from NFLX)
@@FobosLee yeah but look at why it's performing and what their finances look like. they have a insanely inflated PE and is super overvalued
@ The purpose of stock market is to make you money. What’s the difference between the means that the stock does it: PE exanpsion, buybacks, short-squeeze, revenue growth… ?
@@FobosLeebecause some are better indicators of success and how well it will be in the future. if you want to get some short term gains yeah sure but is that really best approach or is there a better place to put those funds and get better returns with less risk
Is meta a buy ? It has 26p/e today .
100%
Ty for the great video and detailed analysis, you've earned my sub!
Great update on your portfolio...again. Interesting comments respectively about Costco and VICI. Thank you for explaining YOUR goals and expectations without preaching that others ought to follow your example. I'm almost 60, and I anticipate in the next 5-10 years using my dividends as retirement income. Do you anticipate a time when your investment goals and strategies will change?
Hard work and research pays off. Congrats joseph
This man deserves every dollar of that million, great research and insights.
so when are you buying TOST? :D
Throwing all of mine into HYSA atm just watching and waiting. Might continue to take nibbles of PLTR
Hi
Where can I have the same sheet at 2:09 so I could compare my own portfolio!
thanks for the content
I appreciate your commitment to guiding others toward financial success. We all strive for security and a better quality of life, and this can be achieved through smart investments, mindful spending, and effective budgeting. I'm thankful I discovered the value of hard work and financial independence early on in my journey.
Even though I engage in investing, I feel disheartened by my lack of expertise in assessing the performance of individual companies and determining the optimal timing for stock purchases. The erosion of my financial reserves due to inflation adds to my concerns. At this point, I require precise market trajectory information, but I find myself unsure about the appropriate course of action.
Agreed, the role of advisors an only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
Could you possibly recommend a CFA you've consulted with?
Credits goes to “Sharon Ann Meny” one of the finest portfolio managers in the field. She's widely recognised; you should take a look at her work.
thanks for the lead, curiously searched Sophia by her full name, easily spotted her consulting page and was able to schedule a call session, she seems highly professional from her resumé
Hi Joseph, just a video idea: in the end of the year you compareyour portfolio with the beggining of 2024, not only in performance but also in the stocks you sold and stocks you were close to sell, along with news that drove the market direction. I think it can be a great way to show that investing goes along of newspaper covers and headlines
Thanks for sharing
First!!!!!!!😅
Very motivational video, especially SPGI part and the bright future, so I'll probably will work for S&P Global Mobility a few more years...
Walmart, Costco and AMZN are the holy trinity of retail. Buy all 3.
Please cover large PE/Alternative firms !
Thanks for sharing XAI29B and XRP. 💯
He didn’t
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Elon Musk has played a major role in the campaign, especially in sectors like energy and automotive. With Trump winning, there's uncertainty, as the market has been full of surprises. It's wise to follow professional advice.
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for the lead. I searched Carol up and her webpage popped up, and I have sent her an email. I hope she gets back to me soon. Cheers!
I read that you bought Booking holdings thanks to a suscriber. I encouraged you to take a look at 3 Argentine companies: YPF (oil company) Pampa energia y Banco Galicia (GGAL)
Why is Mastercard preferred over visa or American express?
Enjoy the holidays😉
Conclusion: much of the market is overvalued, so it’s best to hold/sell and wait for the upcoming correction. I appreciate your transparency and willingness to share your portfolios candidly.
Hi, thank you. New to your channel. Good explanation. One question - Did your ever booked profit from your main portfolio? Mainly Netflix, Amazon etc.?
Happy Thanksgiving!
Joseph you rock.
Would it be silly to only have investment in the S&P 500 and to keep putting all your money invested into that? If you can’t tell, I’m risk averse.
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
Her name is Lauren Camille Brown can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks
I have the impression I have seen the same title with the same names dozens of times...
Likely content: why it is okay to buy/hold the same handful of companies that everybudy else is looking at despite trading at 30-40x earnings.
15-year annualized return of such businesses following the previous bubble: marginal.
I own 4 of the stocks you mentioned with MA being my number 1. Bought MA when they IPOd
Any thoughts on ASML, QCOM and BABA ? They look undervalued right now.