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Hello Joseph Carlson, if you want to understand the logic behind why the GE Aerospace investment doubled in value then I highly recommend that you read German billionaire Thiel's Zero to One book as well as the Joel Greenblatt Stock Market Genius book because I think that GE Aerospace might have some of the economic characteristics of a monopoly in microeconomics according to Peter Thiel and I think that the situational investing maneuvers that Greenblatt and Gotham Capital are always mentioning would have also predicted that GE Aerospace might potentially double in value at approximately 12 minutes of the way into your video. Thanks 👍 Joe!
ASML Holdings also has the characteristic of a monopoly in microeconomics because ASML Holdings had a monopoly on certain types of EUV photolithography machines. Although supposedly ASML might be at risk of losing its "monopoly in microeconomics status" because there are rumors about a new business in the USA that competes with the ASML EUV photolithography machines (ASML was supposedly selling these EUV photolithography machines to TSMC)? This new American company that is trying to compete with ASML might or might not be getting subsidized by the United States Federal government which might or might not imply a huge potential danger to ASML Holdings and its "monopoly in microeconomics" status?
Joseph, yours is by far the best investing channel on RUclips, IMHO. You get straight to business, no BS up front, and you don't try to make stupid jokes. I particularly like segments like this one where you review super investor portfolios. Very helpful to those of us still learning and fascinating to see what these people are doing. I hope you're crushing the RUclips algorithm! Keep up the great work, my brother!
@@montel0220I’ve been wondering the same. Every other YTer I watch is not thorough like Joseph. I like that Joseph provides his full arguments, and allows us to take it or leave it. I do agree that finding others to listen to is important.
Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
Jenienne Miniter Fagan 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.
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
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.
I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
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?
I've experimented with a few over the past years, but I've stuck with the popularly Carol Vivian Constable for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for the lead, searched Carol by her full name and spotted her consulting page after a few scrolls downwards, she seems highly professional having over 12 years of experience. amazing!
I'm an amateur investor with a portfolio of 70k but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any suggestions?
It's a good idea to seek advice at the moment, unless you're an expert yourself. As someone who runs a service business and sells products on eBay, I can tell you that the economy is struggling and many people are struggling financially.
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.
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox?
While keeping your portfolio allocations balanced, de-risk your investments, support your core holdings, and take some gains. Even managed portfolios don't always perform as well as I would advise, so it's essential to get the advice of a qualified fiduciary; my spouse and I find that this works for us. Net of dividends, we have had over 80% capital growth.
My CFA ’Annette Christine Conte’ , 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 am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so whats the best stocks to dive into, in this recession?
diversification is key to good investing even in downturns. I personally dabble in stocks, and my first rule is survival before flipping for chunky gains. I suggest you seek professional advice
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Whoever told you that we’re in a recession is somebody you should stop listening to if you really want truthful, reliable information on the markets and the economy.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
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
My CFA ’Rachel Sarah Parrish’ , 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'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.
Thanks for sharing, 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 e-mail shortly.
That Ulta position is so small - typically I think the smaller positions are not Buffett himself but Todd or Ted. Most likely Buffett did not actually buy it himself.
Their stores have been favorite targets of smash and grab type thefts by gangs of professional thieves. The stolen merchandise ends up in small stores and online and competes with the legal product. If this stops occurring it won't be a problem for a company this strong, but if it doesn't......?
I wish they taught investing at school level. There is so much advantage to doing this! My biggest regret is that I started so late. And still not good at it, I think at this point i need help
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@@RonnieWine luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@@jesuguru2394 No, you're right. I'm being silly. I'm a communist who volunteers at farmed animal sanctuaries. My cup is full. But it still would be kinda cool to say. Like how I've also always wanted to righteously say, "no, YOU'RE out of order" to a judge in court after he bangs his gavel saying I'm out of order. Active imagination over here.
I’m well positioned with good blue chip companies and A.I stocks but I know crash is inevitable. Intend buying $200K worth of Plantir soon, some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, coaches are best for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
She goes by ‘’Lauren Marie Ehlers” a seasoned coach with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?
DYI never ever shows you where the market is going. That's why you DCA in quality stocks on dips and invest for the long term. Most importantly consider financial advisory for informed buying and selling decisions.
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)
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, But I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.
You are correct 9:35 he did something similar with DPZ. I believe Nike will do a management shuffle like SBUX. Nelson Peltz just harvested his 25% return in SBUX
Didn't know about the 100 million dollar rule. It's great to see what all of these top investors are investing in. I like seeing the same stocks in the different portfolios, which shows me that these investors share the same idea to making money. I will subscribe to your channel. Great job Joseph!
I can watch your videos all day long and not get bored. Investing in growth companies is long term and they will compound, and investing in value stocks is temporary. It took me a decade to realize this. Well said! ❤
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.
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.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
I'd be curious to see you review Howard Marks. His companies are super different from the crowd. Warren Buffet is on the record for loving his memos, which you can learn a *lot* from. And with interest rates at 3-5%, departing from the decade of ZIRP, it may be time for value-oriented philosophies to shine. Buffet's best years in his partnership had similar interest rates. Nowadays there's more information, but many sectors are still unloved. So I'd definitely love to see how you interact with someone so unlike yourself.
hi Joseph, regarding Bill Ackman's Nike, you mentioned that we don't know how much he bought it at, but there is a "reported price" column at the Dataroma report right?
Wow! The algorithm recommended this video to me and I’m glad it did. Love your presentation style and deep insights. Subscribed during the Ackman analysis. Impressed. 🙌
Great video, you seem to know your super investors inside out. 👍Difficult job understanding what the plan is, but It's certainly worth keeping an eye on their positions.
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors I speak from experience.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
I definitely share your sentiment about these firms. Finding financial advisors like Monica Lisa Payne 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.
Monica has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
Thanks Joseph. Enjoy the content. It’s very rare that I actually invest in something another person recommends. I find that if I don’t make the decision myself my lack of conviction to it impacts the position. I loved your analysis on BKNG, and chose to go against my instincts and started a position in it last week.
Time to sell TSLA. Cathie Woods has a crush on Musk. She is dollar cost averaging now, because she bought TSLA before it went down. She will not admit her timing was off. Musk is politically dividing his shareholders and customers, can't be good for stock prices going forward. She has been caught holding the bag. Musk is no longer focused on Tesla, just the companies he can take from it. The problem I have with Wood's is every time she pumps a stock it goes down and then she gives you a don't worry be happy excuse. P/E ratios is something she knows nothing about.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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
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 around $750k.
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
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 ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
Saw this one again (I’d watched it before). Bought BKNG with you. Since didn’t pick myself took a trade out of it and didn’t keep it. Loved your analysis though and think it’ll continue to produce
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Hello Joseph Carlson, if you want to understand the logic behind why the GE Aerospace investment doubled in value then I highly recommend that you read German billionaire Thiel's Zero to One book as well as the Joel Greenblatt Stock Market Genius book because I think that GE Aerospace might have some of the economic characteristics of a monopoly in microeconomics according to Peter Thiel and I think that the situational investing maneuvers that Greenblatt and Gotham Capital are always mentioning would have also predicted that GE Aerospace might potentially double in value at approximately 12 minutes of the way into your video. Thanks 👍 Joe!
ASML Holdings also has the characteristic of a monopoly in microeconomics because ASML Holdings had a monopoly on certain types of EUV photolithography machines. Although supposedly ASML might be at risk of losing its "monopoly in microeconomics status" because there are rumors about a new business in the USA that competes with the ASML EUV photolithography machines (ASML was supposedly selling these EUV photolithography machines to TSMC)? This new American company that is trying to compete with ASML might or might not be getting subsidized by the United States Federal government which might or might not imply a huge potential danger to ASML Holdings and its "monopoly in microeconomics" status?
Hey Joe, I'm thinking about adding SOFI to my port. A 3 to 5 year holding period. Thoughts?
This is my favorite series to study the super investors!
Joseph, yours is by far the best investing channel on RUclips, IMHO. You get straight to business, no BS up front, and you don't try to make stupid jokes.
I particularly like segments like this one where you review super investor portfolios. Very helpful to those of us still learning and fascinating to see what these people are doing.
I hope you're crushing the RUclips algorithm! Keep up the great work, my brother!
He is the best of the entire RUclips investing universe.
Who are the others? I need new ppl to listen to
@@montel0220I’ve been wondering the same. Every other YTer I watch is not thorough like Joseph. I like that Joseph provides his full arguments, and allows us to take it or leave it. I do agree that finding others to listen to is important.
Great channel! Can you share your thoughts on SoFi and possibly how to 3x gains ?
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
@@Aron-r3m who's your FA ?
Jenienne Miniter Fagan 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.
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
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.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
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?
I've experimented with a few over the past years, but I've stuck with the popularly Carol Vivian Constable for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for the lead, searched Carol by her full name and spotted her consulting page after a few scrolls downwards, she seems highly professional having over 12 years of experience. amazing!
These videos are some of my favorites in the whole RUclips library. It’s like having Christmas every three months! 😊
😊
I'm an amateur investor with a portfolio of 70k but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any suggestions?
It's a good idea to seek advice at the moment, unless you're an expert yourself. As someone who runs a service business and sells products on eBay, I can tell you that the economy is struggling and many people are struggling financially.
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.
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
I really like your videos. At 60 I’m finally figuring it out. Never too late 😊
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox?
People employ various tactics to capitalize on market fluctuations, whether it's experiencing an upswing or downturn.
While keeping your portfolio allocations balanced, de-risk your investments, support your core holdings, and take some gains. Even managed portfolios don't always perform as well as I would advise, so it's essential to get the advice of a qualified fiduciary; my spouse and I find that this works for us. Net of dividends, we have had over 80% capital growth.
this is all new to me, where do I find a fiduciary, can you recommend any?
My CFA ’Annette Christine Conte’ , 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.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
This is my favorite series of episodes you put up. Thanks for doing this
I am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so whats the best stocks to dive into, in this recession?
diversification is key to good investing even in downturns. I personally dabble in stocks, and my first rule is survival before flipping for chunky gains. I suggest you seek professional advice
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.
I curiously searched her names and I found some pretty interesting information. Thanks for this
Whoever told you that we’re in a recession is somebody you should stop listening to if you really want truthful, reliable information on the markets and the economy.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
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
My CFA ’Rachel Sarah Parrish’ , 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.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
Please do this superinvestor series more. I love it.
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.
Tracy Annette Webb is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing, 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 e-mail shortly.
as always, great Job Joe! have a great weekend..
That Ulta position is so small - typically I think the smaller positions are not Buffett himself but Todd or Ted. Most likely Buffett did not actually buy it himself.
They bought 2% of the company. Even if it was buffet they wouldn’t of bought much more as they wouldn’t want to spook management
Their stores have been favorite targets of smash and grab type thefts by gangs of professional thieves. The stolen merchandise ends up in small stores and online and competes with the legal product. If this stops occurring it won't be a problem for a company this strong, but if it doesn't......?
This was a great episode! Would love more of this
This is an awesome overview. Will come back every quarter.
I wish they taught investing at school level. There is so much advantage to doing this!
My biggest regret is that I started so late. And still not good at it, I think at this point i need help
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@@RonnieWine luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@@ClemonSteve Thanks, I will search for her online and send her a message,
Thanks for your good work!
Great episode 👍
Thanks for the video and analysis
My dream is to say "I manage 100 million dollars" one day.
Hey bro, what do you do? "Oh I don't do much...I just..MANAGE 100 million dollars!"
**Insert Dr. Evil Laugh
@@bretthixson8264 🤣🤣 precisely
Maybe an unpopular opinion on a financial site, but aren't there more transcendent things to aspire to?
@@jesuguru2394 No, you're right. I'm being silly. I'm a communist who volunteers at farmed animal sanctuaries. My cup is full. But it still would be kinda cool to say.
Like how I've also always wanted to righteously say, "no, YOU'RE out of order" to a judge in court after he bangs his gavel saying I'm out of order. Active imagination over here.
Managing $100 mil of real estate isn’t to far fetched
Hey Joe, hope you’re doing well man
Yay new Joseph Carlson video!
I find you not only entertaining but informational. Keep up the good work!
I still cant believe that u only have 130k+ subscribers on this channel. One of the best contents on investing on YT. Keep it up!
Thank you, Joseph!
Best format on RUclips..really love to follow what superinvestors do, please keep on with that format and your presentation 💰
I’m well positioned with good blue chip companies and A.I stocks but I know crash is inevitable. Intend buying $200K worth of Plantir soon, some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years
Buy and wait for 5 years then see how it plays out. Personally, I will not sell any of my NVDA shares to buy PLTR
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, coaches are best for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
She goes by ‘’Lauren Marie Ehlers” a seasoned coach with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
congrats to Josh and welcome to the family
I really appreciate you bringing us this update.
Great insight on super investors. Thank you!
simply superb video mate keep it going
The reason for Nike is , Nike is at historical support area for buyers on chart
Great video once again! Thanks so much Joseph 👍🏼😊
Great video, and thanks for the commentary throughout!
I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?
With $70k, I'd suggest a mix of index funds and a few individual stocks. Diversify and watch out to not get burnt out. Good luck!
DYI never ever shows you where the market is going. That's why you DCA in quality stocks on dips and invest for the long term. Most importantly consider financial advisory for informed buying and selling decisions.
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)
@@Frankweily Do you mind sharing info on the advisor who assisted you?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, But I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.
Ron Baron, 8 Billion in Assets, huge Tesla investor.
Just found you today, awesome content
You are correct 9:35 he did something similar with DPZ. I believe Nike will do a management shuffle like SBUX. Nelson Peltz just harvested his 25% return in SBUX
These super investor reviews are some of your most valuable and relevant work.
Didn't know about the 100 million dollar rule. It's great to see what all of these top investors are investing in. I like seeing the same stocks in the different portfolios, which shows me that these investors share the same idea to making money. I will subscribe to your channel. Great job Joseph!
Love it 🎉🎉outstanding performance
As per usual Joseph, excellent content & much appreciated:)
I agree on your observation about Devs overlapping MCO and SPGI. But you own both too.
Your 13F reviews are some of my favourite videos
Nice video… great insight to these major league traders
thanks for sharing ! very interesting information and always glad to hear your comments ! please keep this format 🙂
Long time follower. I'd love to see your take on Palantir. Thank you
Your honest reviews are much appreciated!
Reminder to you to buy cava. Almost at a 100. Also Palantir is great.
Bro every time you miss including UMG in Bill Ackman’s Portfolio, the largest position.
Excellent report joseph Carlson
Love these quarterly reviews of the Guru's.
Learned a lot on this one, thank you. 🙏🏼
I can watch your videos all day long and not get bored. Investing in growth companies is long term and they will compound, and investing in value stocks is temporary. It took me a decade to realize this. Well said! ❤
awesome video as always , thanks Broseph
Thank you! Keep these videos coming please 😁
A 42 minute video 😂what a treat
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.
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.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Flores too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Great video!! ❤
Great video - might want to fix the caption for the Chuck Akre section...
Thank you for your thoughts on why to buy and sell. I appreciate you sharing them.
I think you should do a series rating viewers portfolios!!
Would that be my portfolio now or from an hour ago, or an hour from now because they will probably be much different.
My favorite. Super investor
I'd be curious to see you review Howard Marks. His companies are super different from the crowd. Warren Buffet is on the record for loving his memos, which you can learn a *lot* from. And with interest rates at 3-5%, departing from the decade of ZIRP, it may be time for value-oriented philosophies to shine.
Buffet's best years in his partnership had similar interest rates. Nowadays there's more information, but many sectors are still unloved. So I'd definitely love to see how you interact with someone so unlike yourself.
Brookfield 😎
Wonderful video 🔥
Great vid 🙏
great video with great insight
good helpful video
hi Joseph, regarding Bill Ackman's Nike, you mentioned that we don't know how much he bought it at, but there is a "reported price" column at the Dataroma report right?
Excellent content
does someone knows where i can read all that info about the holdings?
Wow! The algorithm recommended this video to me and I’m glad it did. Love your presentation style and deep insights. Subscribed during the Ackman analysis. Impressed. 🙌
Great video, you seem to know your super investors inside out. 👍Difficult job understanding what the plan is, but It's certainly worth keeping an eye on their positions.
What site are you using to see these trades?
Joseph, what is your CAGR for your portfolio thus far?
Thanks for sharing
thank you for the content; curious what is the site that tracks those portfolio moves?
Of course he knew - insider trading 101
From where are you getting all details of super investors buying and selling?
What platform do you use to make that research about companies?
This was great!!
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors I speak from experience.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
I definitely share your sentiment about these firms. Finding financial advisors like Monica Lisa Payne 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.
Monica has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
Thanks Joseph. Enjoy the content. It’s very rare that I actually invest in something another person recommends. I find that if I don’t make the decision myself my lack of conviction to it impacts the position.
I loved your analysis on BKNG, and chose to go against my instincts and started a position in it last week.
Would've liked a deeper dive into Ferrovial
Cathie Wood of Ark Investment also holds TSLA?
Time to sell TSLA. Cathie Woods has a crush on Musk. She is dollar cost averaging now, because she bought TSLA before it went down. She will not admit her timing was off. Musk is politically dividing his shareholders and customers, can't be good for stock prices going forward. She has been caught holding the bag. Musk is no longer focused on Tesla, just the companies he can take from it. The problem I have with Wood's is every time she pumps a stock it goes down and then she gives you a don't worry be happy excuse. P/E ratios is something she knows nothing about.
Dev Kantesaria top holdings: 16:55
%33 FICO - Fair Isaac
%19 SPGI - S&P Global
%16 MA - Mastercard
%13 MCO - Moody's
%7 INTU - Intuit
%6 V - Visa
Great video thanks
Why not Steve Cohens Point72? He nailed Fox News. Also Capula for exanple.
TSLQ 🚀 🌕
TSLS for those days when Musk runs his political mouth.
Great channel! So glad I found it. Can you share your thoughts on SoFi?
What do you mean when you say a certain compant has larger mode?
Large *moat,* like the ancient castle defense. It means a broad gap between that company and their competitors.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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
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 around $750k.
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
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 ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
Tesla turned out to be an amazing pick ❤
Good job
Saw this one again (I’d watched it before). Bought BKNG with you. Since didn’t pick myself took a trade out of it and didn’t keep it. Loved your analysis though and think it’ll continue to produce