Warren Buffett: How Many Stocks Should You Own In Your Portfolio?

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  • Опубликовано: 20 ноя 2024

Комментарии • 1 тыс.

  • @beaviswealth
    @beaviswealth  5 лет назад +124

    Question: How many stocks should you hold in your portfolio? Leave a comment down below!
    📈📚 As always, if you're a beginner to the Stock Market and you're looking for a step-by-step blueprint on how to get started... Find out more about our Investing Academy here - bit.ly/InvestingAcademy.

    • @nickfararis411
      @nickfararis411 5 лет назад +39

      I have bout 10 different stocks in in my portfolio energy and REIT about 60% and 40% marijuana stocks

    • @brantleystraub243
      @brantleystraub243 5 лет назад +35

      I agree with Warren; if you know the businesses well and believe with a reasonable certainty that they will yield great results over the next several decades, then why not own only a few companies.
      With that being said, the average investor does not have the bullet-proof, thick skin like we see with Warren Buffett, Charlie Munger, or Luke Cage. Most people allow their emotions to push them to make irrational moves and often that is due to a lack of principles. That is why I would argue that 99% of investors need strong diversification, while a true value investor, which is the minority investor, only needs a small handful.

    • @tsjoshi
      @tsjoshi 5 лет назад +40

      "Diversification is protection against ignorance." Best...

    • @yudiagungwibowo3156
      @yudiagungwibowo3156 5 лет назад +69

      i have only 1 stock 😭, because i don't have much money

    • @ndon85
      @ndon85 5 лет назад +4

      @@brantleystraub243 agreed 100%, and actually even Buffet mentioned something similar in an interview

  • @gersonadr2
    @gersonadr2 5 лет назад +904

    “Diversification is ignorance insurance”. Guess what, I am ignorant when it comes to analysing companies (and in many other ways). One aspect of wisdom is knowing our own limitations.

    • @gersonadr2
      @gersonadr2 5 лет назад +146

      Yep, majority of the population are dentists, lawyers, and not full-time financial analysts. And even amongst those, 96% underperform the index over 10yr period. So, yeah, I will keep diversifying

    • @WeMotivateTV
      @WeMotivateTV 5 лет назад +35

      Nothing to be ashamed of. Even business research requires a team and rarely does every member of a team draw the same conclusions. That in itself is diversification.

    • @jackgarcia4950
      @jackgarcia4950 5 лет назад +2

      I’ve made a good amount day trading index funds. It’s not a bad way to make money. It’s also easier to make money when the market dips

    • @charleswesesky747
      @charleswesesky747 5 лет назад +8

      He says this in the video, though. Did you even watch it?

    • @caseyporter499
      @caseyporter499 5 лет назад +6

      The secret to overcoming ignorance is learning

  • @suyogchandak2340
    @suyogchandak2340 4 года назад +287

    Let's identify a fact.
    Very very few people can accurately analyse a business correctly. An average person is better off diversifying.

    • @ariavachier-lagravech.6910
      @ariavachier-lagravech.6910 4 года назад +31

      Of course, that is why he pushed for layman to buy index funds.

    • @miguelmattesco
      @miguelmattesco 4 года назад

      Dementia?

    • @robimgabriel8063
      @robimgabriel8063 4 года назад +11

      Read the intelligent investor, you'll learn how to value investing and then once you have shares of companies you find of great value, pick some "risky" ones that can boom

    • @LordHollow
      @LordHollow 4 года назад +4

      With the right knowledge, we don't have to be average.

    • @InvestorCenter
      @InvestorCenter 4 года назад +2

      Buffett says all the time the average person should own an index fund

  • @firstlast7719
    @firstlast7719 5 лет назад +33

    I own exactly 26 stock and bond positions. 20 stocks the rest corporate bonds. It's not hitting the ball out of the park but it's a comfortable and profitable enough approach for my needs

    • @deburgh65
      @deburgh65 4 года назад +1

      @@AI-ml1sl Well said.

  • @diedertspijkerboer
    @diedertspijkerboer 5 лет назад +108

    My investments are: liquid assets: 40%, furniture 30%, model railways 10%, perishables 5%, unspecified 15%. Unfortunately all of them have an expected ROI lower than inflation.

    • @32kirby32
      @32kirby32 5 лет назад +5

      Diedert Spijkerboer those sound more like hedges and store of value plus comfort/interest enjoyed. Just take 5% of that a month and invest dollar cost average in almost anything and compound interest should do the rest

    • @diedertspijkerboer
      @diedertspijkerboer 5 лет назад +12

      @@32kirby32 It was not a serious comment.

    • @32kirby32
      @32kirby32 5 лет назад +3

      Diedert Spijkerboer just spreading my two cents to the universe to get it bacc at me. Either way hope it gelps

    • @iminasamscar9432
      @iminasamscar9432 5 лет назад +12

      I assume liquid assets are tap water?

    • @hichamr3691
      @hichamr3691 4 года назад +1

      Dude that's some solid investments 👌

  • @abesapien9930
    @abesapien9930 4 года назад +64

    "Diversification is a defense against ignorance"

  • @chooselife3000
    @chooselife3000 5 лет назад +27

    I have watched this 3-4 times now, never grows old.

  • @hailo1884
    @hailo1884 5 лет назад +388

    three businesses? okay, Enron, Lehman and GE :D Nailed it

    • @beaviswealth
      @beaviswealth  5 лет назад +19

      👏🏻👏🏻😂

    • @owenwalker1774
      @owenwalker1774 5 лет назад +4

      😂

    • @Fidellio369
      @Fidellio369 5 лет назад +36

      IF you shorted them, you'd be good :)

    • @hongyaohome
      @hongyaohome 5 лет назад +1

      😂🤣

    • @owenwalker1774
      @owenwalker1774 5 лет назад +35

      Yo dawg have you ever heard of this killer company called Myspace. I'm gonna get rich!!!🤑👍

  • @kenhall6565
    @kenhall6565 5 лет назад +1219

    anybody that can drink that much coke and still be living, can't be human....

    • @andysorensen1737
      @andysorensen1737 5 лет назад +15

      Ken Hall Get him and Keith Richards in a room to talk about perceptive immortality.

    • @berkanttahirov1645
      @berkanttahirov1645 5 лет назад +14

      Yes i though the same.. This guy drinks coke more than water eats often at McDonald's.. 😂

    • @mushrifsaidin
      @mushrifsaidin 5 лет назад +23

      Because he drinks ONE per day compared to people who drinks like 3-4 cans per day

    • @thegoat5587
      @thegoat5587 5 лет назад +90

      He drinks coke in press conferences to promote them only , i guess

    • @bikrambagani174
      @bikrambagani174 5 лет назад +21

      @@mushrifsaidin No. He himself admitted he drinks 6 - 7 cans of coke

  • @OLOZANO
    @OLOZANO 5 лет назад +25

    Minute 7:40:
    "...and the High Priest wouldn't have any edge over the Lay people, and that never sells well."
    -Warren Buffet.
    This one sentence is packing quite a powerful punch and yet... no one has dropped a single comment about it.
    I wonder...

    • @VroomVroom29
      @VroomVroom29 4 года назад +1

      What does it mean

    • @OLOZANO
      @OLOZANO 4 года назад +2

      @@VroomVroom29 Warren was talking about finding 3 good business Vs owning 50 different ones and feeling better off in the long term that way.
      Charlie added that alot of what's being thought in financial classes/courses today is a bunch of "twaddle" aka foolish nonsense and that if people actually believed what Warren was saying, that he (Warren) could teach an entire course in only a weeks time, effectively putting a ton of so called "Financial Gurus" out of business.
      Mr Buffet then closes out the video with the statement about the "High Priests" aka Gurus losing their power (influece) over the "Lay people" aka Newbie Investors and that was no good for business.
      😎🤙

    • @luckymutibo9848
      @luckymutibo9848 8 месяцев назад

      If you know what the high priest knows then he becomes useless to you

  • @fathead3381
    @fathead3381 4 года назад +478

    Fun fact, Warren Buffet’s social security number is 14.

  • @daveco3217
    @daveco3217 4 года назад +23

    For those that wanna learn I recommend reading the intelligent investor, mainly focusing on chapters 8 and 20. This book taught me more than any college degree would get you.

    • @Jhshshs-q6v
      @Jhshshs-q6v 4 года назад

      Yeah

    • @crk140
      @crk140 4 года назад

      Great book

    • @jf13579
      @jf13579 3 месяца назад

      That’s dramatic. Idk about that

  • @jhall19k45
    @jhall19k45 4 года назад +108

    I love how he just casually tossed a figure of $600 million out there like it wasn't anything lol

    • @MrMchery20
      @MrMchery20 4 года назад +1

      Yooo factssssss

    • @alqadeeb
      @alqadeeb 4 года назад +2

      Different standard

    • @akent46
      @akent46 4 года назад

      When u have such pull with bankers and politicians to avoid interest and taxes, it is worthless... Not putting him down but that's how he did it

    • @zType2
      @zType2 3 месяца назад +2

      @@akent46 You dont pay taxes on unrealized gains... and what would he owe interest on? 😂😂

  • @momoneylessproblems9183
    @momoneylessproblems9183 5 лет назад +151

    10 to 15. After you hit 20 the amount of research done on each individual company doesnt justify the meager gains achieved from such a degree of diversification. If you intend to hold more than 20+ stocks in your portfolio you might as well just passively invest in the S&P500 or some other comparable benchmark. Less work and youre likely guaranteed a 10% return YoY on average.

    • @Tyler-tf1wr
      @Tyler-tf1wr 5 лет назад +21

      "youre guaranteed a 10% return YY on average." If by guarantee you mean on average with giant volatility that saw last year lose 6.2% then sure!

    • @LesMetalleux321
      @LesMetalleux321 5 лет назад +23

      @@Tyler-tf1wr investing in the s&p500 is a very very long term strategy. Yoy can't do it and think in order of a single year, and when it comes to the long term, you really are guaranteed to have a 7-10% return per year on average.

    • @Tyler-tf1wr
      @Tyler-tf1wr 5 лет назад +15

      @@LesMetalleux321 Nope. No such thing as guaranteed when it comes to investing. S&P's 7% return is an average over the course of 4 decades or so, but there is absolutely nothing on this planet that guarantees that will be the same return 40 years from now or 40 years from then. It is just an index of actual companies and these companies need to have their perceived values increased in order to hit these goals. If the companies had their economies shrink and their valuations perceived as smaller then the market would react over time and you would see lower rates of return and if the shrinkers move the market more than the growers than the S&P will lose value. Bonds are far safer and they are not a guaranteed return. T-Bills are far safer, they have always been paid back since they started and yet they are still not a guarantee either. BTW investing in any stock should be a long term strategy, day traders tend to get crushed on returns compared to a long term value strategy.

    • @LesMetalleux321
      @LesMetalleux321 5 лет назад +8

      @@Tyler-tf1wr everything you said is true, but what i said is to be taken with a grain of salt. Ofc nothing is guaranteed on the stock market and in life in general, but the s&p500 is one of the safest albeit not the most profitable investments there is. I understand recessions do exist. However, can you elaborate on the t-bills thing please? I can't seem to find relevant info on them.

    • @abhidahiya4007
      @abhidahiya4007 5 лет назад +7

      @@Tyler-tf1wr What is even guaranteed on this planet? What if one's country is invaded by the other or some terrorist group? What if someone is not alive to see the next morning? Nothing is guaranteed on this planet. Even the money in banks with paltry returns but claimed to be safe is not really completely safe.
      It's all about how much risk is good and reasonable risk and a person's appetite for it.
      India's first Stock Market Index (Sensex) was at 100 in 1986. Now in 2019, it's at 39,000. It has made money of people 390 times of what it was in 1986, with ~18% annualized returns over 33 years.
      Just passive investing in the index itself with no knowledge whatsoever gave such good returns.
      And India has 60-70% market that is not penetrated still in many many areas. India will boom like China did after 80's. So returns going forward will be even better. Even if just invested in big indexes of the market.
      There is an index on NIFTY (NIFTY Bank) that has gone from 4000 to 40,000 in just last 10 years. 10 times the money, for what? Just passive investing and ZERO research.
      So this is probably the safest investment with an even more incredible future. I don't know how much US can expand going forward but India is yet to go for the massive Bull. And the horizon for the biggest jump is just around the corner.

  • @RJ-su9us
    @RJ-su9us 4 года назад +10

    What he actually said was, it is ok to diversify for an average investor.

  • @vargaskenneth8837
    @vargaskenneth8837 4 года назад +45

    I just got laid off during this pandemic...doesn't hit much hard though just because I still have some savings that I am looking forward to investing. Your crucial information will be appreciated!

    • @jakethompson8737
      @jakethompson8737 4 года назад +1

      You can read books written by some great investors and learn the rope.

    • @kevinjohnstone4023
      @kevinjohnstone4023 4 года назад +1

      Get yourself a well accredited portfolio manager and invest with him/her.

    • @thepotter867
      @thepotter867 4 года назад +6

      You can invest with an accredited manager but please do not give your money to anyone . Make sure you are in control of your money.

    • @paulinescholes6797
      @paulinescholes6797 4 года назад +2

      I invested with PATRICE ANN ISABELLA and the outcome has been mind-blowing. She provided the necessary instructions while I was in control of my funds. She is accredited and available on the web.

    • @manojvishwanathan234
      @manojvishwanathan234 4 года назад

      Invest in yourself to learn new skills that will be in demand in the future and then park some money for emergency and then invest in stocks after taking professional advice

  • @jhollman699
    @jhollman699 5 лет назад +104

    It’s not quantity but quality. Know your investment and have the utmost confidence in them. If you find 3-5 good companies your comfortable with, I would say that is sufficient. Overexposure only increases risk imo.

    • @Xaminn
      @Xaminn 5 лет назад +7

      Couldn't agree more. Put all of your eggs in 3-5 baskets and then protect the hell out of those baskets

    • @OopsFailedArt
      @OopsFailedArt 5 лет назад

      Right. On the flip side, he also indicated if you're not sure what you're doing yet then yes, diversify.
      I, while having spent years in the markets, have very little research time so while my positions are larger than many novices I would never have just one stock because I don't have the time or likely skill at this point to know the business well enough.
      I do value the business but I can only skim the 10ks which is not enough to concentrate on my opinion

    • @susancull8348
      @susancull8348 5 лет назад

      @@OopsFailedArt i

    • @theexplorer7139
      @theexplorer7139 5 лет назад

      Forgive me, but why is investing in more stocks bad?

    • @Andersfc1000
      @Andersfc1000 5 лет назад +2

      @@theexplorer7139 It's not a black and white world. It isn't bad. It just means you may also be diversifying your gains by diversifying your risk on a multitude of stocks.

  • @superchaz71
    @superchaz71 5 лет назад +80

    "To Grow In Knowledge, Add. To Grow In Wisdom, Subtract."
    - Lao Tzu
    Ya' Really Have To Focus, To Be A Focus Investor, Though.

  • @investedinvestor2238
    @investedinvestor2238 3 года назад +6

    So funny! It’s great to hear from the OGs of finance.
    I like how Warren says, “diversification is protection from ignorance,” if you don’t know how to evaluate a business. That is exactly me at this time. Hopefully in the future I will learn how to assess a business.

  • @dogestranding5047
    @dogestranding5047 5 лет назад +17

    Agree. You can only research so many companies. Focus on the best ideas instead of wasting time on your mediocre ideas.

    • @pafmagazine7031
      @pafmagazine7031 5 лет назад +1

      Now Warren Buffett advise people to buy indexfunds. The video is old. And Warren Buffett has charged his mind since then.

    • @heyzeus4045
      @heyzeus4045 4 года назад +2

      @@pafmagazine7031 Translation: He realized he revealed too much. He now wants people to stay dumb.

    • @skepticoeye6785
      @skepticoeye6785 4 года назад

      @@heyzeus4045 not true.
      He is philanthropist.

  • @muxi0121
    @muxi0121 4 года назад +9

    This is so good. 6 stocks in my portfolio: goog, fb, jpm, jd, antm, axp.

    • @gopats3624
      @gopats3624 4 года назад +1

      Dividends 🤩🤩

    • @StraitKnopfler
      @StraitKnopfler 4 года назад +1

      Elephants don't gallop

    • @miltonyannis3719
      @miltonyannis3719 4 года назад

      @@StraitKnopfler ....but they last many, many years and there's only a few things that can hurt them.

  • @andyosman8375
    @andyosman8375 5 лет назад +64

    There is so much to learn, it is there free for the taking and other trained expert forums to guide you. Unfortunately there is no holy grail nor are there any short cuts to success.

    • @kaylagarrison9267
      @kaylagarrison9267 5 лет назад

      Make sense!

    • @ahmadrajpoot8797
      @ahmadrajpoot8797 5 лет назад

      Yes it helps too, trading with someone more experienced

    • @johnsonlevitt9719
      @johnsonlevitt9719 5 лет назад

      Andy this is huge trading performance on your trade account, well I have to see for myself I need to have a real trading experience.

    • @lukehaswell3075
      @lukehaswell3075 5 лет назад

      Yeah sure I want my trading account to have similar results, I do think it is best for someone managing my trade account. I will get in touch with your advisory immediately

    • @lukehaswell3075
      @lukehaswell3075 5 лет назад

      Haha Bob, being wealthy doesn’t change anything about your goals it only make it easy to achieve. Be guided and try out something new!

  • @sanjivb53
    @sanjivb53 5 лет назад +128

    Think of stocks as children. How many should you have to really know each one intimately? If you have 30 children, you'd probably not remember the names of some, let alone knowing and understanding them intimately.
    Warren did mention somewhere about having just 20 shots at buying stocks, in a lifetime.
    If you have to spread those 20 shots, I think 5 stocks are more than enough.

    • @najmurray1018
      @najmurray1018 5 лет назад +8

      Underrated comment. Especially your first point, it made me think differently about diversification . Nice!

    • @christianjoyner8979
      @christianjoyner8979 5 лет назад +5

      Ok, but you still dont know all the ins and outs of certain businesses. Could someone be cooking the books? Example : Enron. My grandpa got burned on that stock. That in theory sounds good. Wait till you see one of your four stocks go to zero. No disrespect to you. Just be careful

    • @EAGLE_EYES0604
      @EAGLE_EYES0604 5 лет назад +2

      This rule applies to endia 😂😂😂😂😂😂😂

    • @flamingxflamingo5330
      @flamingxflamingo5330 5 лет назад +11

      What if you didnt know whether your children would die and be victim to infant mortality? You would want to keep banging and producing children right?

    • @michaelhodge9883
      @michaelhodge9883 5 лет назад

      . p

  • @FOODREVOLUTION360
    @FOODREVOLUTION360 5 лет назад +7

    QUALIFICATION over QUANTIFICATION is my life’s motto. It works for those that have confidence. It’s what my mother taught me as a child and I’ve passed it down to mine and it still makes the most sense.

  • @rlopez2626
    @rlopez2626 5 лет назад +8

    I have three positions: AAPL, DIS and BAC. I use to own 9 positions but it got too difficult to manage and read the latest in each company. Three is my comfort and I understand all three businesses.

    • @crk140
      @crk140 4 года назад

      Mine is similar except I have those plus sbux, pep, bmy and nke

  • @11bornrich
    @11bornrich 5 лет назад +27

    I think it's more about risk tolerance, how well you can manage x amount of stocks and finding and investing in great stocks at fair prices rather than average stocks at cheap prices. Personally, I think finding great stocks that have long-term value and you won't have to move around too much is a great strategy and approach to take.
    Diversifying your portfolio just for the sake of doing so doesn't make sense. If you do it because you're unsure of how a certain industry or market will perform fair enough but for the most part, diversification should be more about recognising great opportunities in different industries or markets and trying to take advantage of that opposed to diversifying out of the fear of losing your investment elsewhere. If that's how you invest or trade then you probably don't understand investing or trading thoroughly yet.

    • @TacticsTechniquesandProcedures
      @TacticsTechniquesandProcedures 5 лет назад

      There are many options: buy and hold, dollar cost averaging, sector rotation, portfolio rebalancing, etc. You're correct. Risk tolerance and investment objectives are vitally important in determining suitability. Market, business, and political risk are also huge factors.

    • @skepticoeye6785
      @skepticoeye6785 4 года назад

      Right!

  • @thebigcnel
    @thebigcnel 4 года назад +5

    "Diversification is the protection against ignorance"-Warren Buffet. I like it.

  • @JamesToler
    @JamesToler Год назад +2

    It’s on the temperament side that is the most challenging. 50 years ago those who outperformed had information edges, now it’s who has the temperamental edge. Awesome video. Thank you!

  • @chooselife3000
    @chooselife3000 5 лет назад +32

    "Words of Ultimate Wisdom" Sir

  • @Infinite_P
    @Infinite_P 4 года назад +3

    He said this back then. Now, in 2020, he is leaving his estate not invested in BH, but invested in index funds by trust according to him. Not a hater, I own brk-b. Just an observation.

  • @jonfklein
    @jonfklein 5 лет назад +111

    Basically, if you know what you are doing, no need to diversify.

    • @welersonpawlak4088
      @welersonpawlak4088 4 года назад

      If you think you know what you're doing enough to not be diversified.
      Good luck. I suppose.

    • @jonfklein
      @jonfklein 4 года назад

      Certainly I don't know enough not to be diversified. But somebody like Buffet can limit his diversification because he does know what he is doing.

    • @jonfklein
      @jonfklein 4 года назад +1

      Agreed. Probably Buffet would also acknowledges that he wouldn't put all of his money in one stock.
      Myself, I just own an index fund, and my apartment. I figure that's diversification enough. No need for bonds, gold etc.

  • @james-sk1si
    @james-sk1si 2 месяца назад

    Buffet is remarkable. Agreed. I have shifted from index to companies over the years as my ability to understand and analyze companies have gotten better.Having few (5-10) high quality companies is better than owning an index no doubt.

  • @Kaplan20
    @Kaplan20 5 лет назад +10

    I guess it depends on the nature of the business?
    What few people fail to appreciate is that when you invest in a company like Pepsico, Abbot Lab, Berkshire Hatheway, Johnson and Johnson or Nestle these businesses are very well diversified within their respective sector. Therefore you can potentially hold one stock. If any one of those businesses were broken up they would lead to 10+ individual business units with quite a large market cap.
    Due to the stability of such companies,​ the stock price of these companies only goes down during a market correction. Therefore, it literally is a once in a decade opportunity to invest in such a company. A 3 stock portfolio makes it a realistic target to find exceptional companies at a huge discount. Obviously, by holding a large cash position, you can take advantage of future dips.

  • @MrGODINTHEMAKING
    @MrGODINTHEMAKING 5 лет назад +3

    He verified my strategies 🙌🏿 I got 50k in 2 stocks but I'm confident they are solid stocks with growth and a tight safety nets. Diversity on a high level is a bigger gamble. And a delusional safety net tactic

  • @bkaellner
    @bkaellner 5 лет назад +6

    Depends on how well you can stomach a downturn and not act like a lemming, which is very difficult to do. I like 5-10 stocks.

  • @horacevu
    @horacevu 4 года назад +2

    Bruce Lee said: "I do not fear a man who practice 10,000 kicks, but I fear a man who practiced a kick 10,000 times". Very fitting for Warren Buffet's view on diversification. If you have to diversify, then you don't truly understand the business. You're just casting a safety net and praying for the best.

  • @catdogmouse555
    @catdogmouse555 4 года назад +32

    I own 500, S&P 500 crew where you at!

    • @r.69704
      @r.69704 4 года назад

      VYM and VYMI

    • @TyKOmain
      @TyKOmain 4 года назад

      *505

    • @vacciniumaugustifolium1420
      @vacciniumaugustifolium1420 4 года назад

      We know we won't beat the holly S&P 500 but hey we need to try, be burnt, and then go back to the holly S&P 500, crying to haven't did it earlier : /

    • @connormcleod9595
      @connormcleod9595 4 года назад

      460

  • @andrewepperson3907
    @andrewepperson3907 4 года назад +2

    Haha! He owns One Stock! However, that stock has the majority of household names either partial or full ownership. I would also only own Berkshire, if I was the largest shareholder. As well, I would only own one stock if I had the majority share of any company.
    What a great businessman.

  • @sandeepvk
    @sandeepvk 5 лет назад +174

    Buyers Beware : This advice is meant for geniuses not plebeians

    • @Stoneface_
      @Stoneface_ 4 года назад +1

      Tech Stuff 😂😂exactly

    • @goldilockszone4389
      @goldilockszone4389 4 года назад +2

      If you follow this advice you will be very rich y the time you are 80. What do you do with all that money. Live life today and learn to diversify

    • @scsi_joe
      @scsi_joe 4 года назад +5

      @@goldilockszone4389 But Buffett was already rich when he was much younger, how did he do that

    • @heyzeus4045
      @heyzeus4045 4 года назад +6

      @@scsi_joe I imagine luck was a factor.

    • @atartup
      @atartup 4 года назад

      Social fish

  • @robertvanderbaan3722
    @robertvanderbaan3722 Год назад

    I love these two guys. It sounds like fallow BH and you will do well. These guys when they wake up are looking to improve, not balance to the middle.

  • @DarrellRJr
    @DarrellRJr 5 лет назад +493

    Sounds like he follows the theory of common sense lol

    • @chocolatethundercherry143
      @chocolatethundercherry143 5 лет назад +4

      Pretty much

    • @grod805
      @grod805 5 лет назад +13

      That's his main job. Most people who have a 401k have real job don't know how to value the market so they diversify

    • @thomaslivingstone6734
      @thomaslivingstone6734 4 года назад

      If it was common sense he’d be just another one of you dumbass peasants

    • @Hauln_Ass
      @Hauln_Ass 4 года назад

      icecurb has

  • @freekvandenberg5632
    @freekvandenberg5632 5 лет назад +3

    I currently own 4 stocks and plan to hold on to these for at least 3 years. The stocks are: Aurora cannabis, Canopy Rivers, Constellation Brands and Tesla!

    • @Sesamestreet9080
      @Sesamestreet9080 5 лет назад

      Freek Van Den Berg those are some risky stocks but the best of luck !

    • @freekvandenberg5632
      @freekvandenberg5632 5 лет назад

      @@Sesamestreet9080 well I think ACB is indeed very risky, however Tesla will really become a trillion dollar company without any doubt....

    • @Sesamestreet9080
      @Sesamestreet9080 5 лет назад +1

      Freek Van Den Berg yes Elon has the potential of making it a trillion dollar company but risky at the same time because all the debt it has ! Plus in my personal opinion I think it’s overvalued stock atm. I personally think it’s fair value is at 100 a share

    • @freekvandenberg5632
      @freekvandenberg5632 5 лет назад

      @@Sesamestreet9080 yes right now they are a little bit overvalued, however I see the revenues rising to over 500billion in the next 5 years.. also constellation brands is a very good stock

  • @jonsantos6056
    @jonsantos6056 4 года назад +20

    "3 wonderful businesses is more than you need in this life to do very well." - Warren Buffet

  • @mike_valueinv
    @mike_valueinv 17 дней назад

    Warren Buffett's advice on portfolio diversification is a classic! He often says that 'diversification is protection against ignorance,' meaning that if you truly know what you're investing in, you don't need to own dozens of stocks. For most people, though, owning a reasonable number of stocks helps reduce risk.

  • @Gold-oj8do
    @Gold-oj8do 5 лет назад +6

    I own one stock and it's been in my family for years, since the 1940's. It's been a good long term performer and I have every reason to believe it will do well as time goes on.I have added to it over the years and it pays a good dividend.

    • @TheRealChrisBeard
      @TheRealChrisBeard 5 лет назад

      What is it

    • @Gold-oj8do
      @Gold-oj8do 5 лет назад +1

      @@TheRealChrisBeard Thank you for asking Bruce Lee, chop, chop. Coke is my portfolio, and I have a quite a few shares and quite a few bottles of it in my fridge at all times. I also own an index fund though. Buffett likes those also. I do my own research though and I never knew Buffett liked index funds until a few years ago. I have books from the great Jack Bogle and love Vanguard Funds. Jack just passed away about a month ago. Awesome dude. RIP. Ty Cobb owned a lot of Coke shares also. Great product. In fact I think I'll have one after this post. Hope you do well with your investments. Gold 1792.

    • @brotha1984
      @brotha1984 5 лет назад

      I'm sure your getting a fat Dividend payment every 90 days too 🤑🤑🤑🤑🤑

    • @Gold-oj8do
      @Gold-oj8do 5 лет назад +2

      @@brotha1984 Dividends are nice. AT&T pays a 6.80% at the moment. Have you ever thought about buying AT&T?

    • @brotha1984
      @brotha1984 5 лет назад +1

      Actually I own a few shares of T planning to buy more

  • @FeliciChipper
    @FeliciChipper 4 года назад +2

    I think it depends on what your looking for in your investment. I started just building up 4 different companies. The dividend ranged from 4-11 percent. What he said about valuing business is also something I have learned to do over the years and my portfolio I’ve only grown to 8 different stocks but they are quality and pay an average dividend of 11% and don’t go anywhere during an economic downturn.

  • @joefelix1
    @joefelix1 4 года назад +28

    "Diversification is a protection against ignorance... If you know how to value businesses, it's crazy to own 40 stocks."

    • @raymondhansen4482
      @raymondhansen4482 4 года назад

      Joe Felix such a good quote man

    • @astrosntexans
      @astrosntexans 4 года назад +3

      He also says in another interview that simply owning the SP 500 index fund overtime will make you rich.

    • @koolaidkitten
      @koolaidkitten 4 года назад +3

      To me this is like owning plants. I don't have the time and patience to deal with 40 plants in my yard. Weeding, watering, ferterlizing etc. I don't have time to research and keep up with 40 stocks. I can however keep up with 5-10 plants.

    • @EMo-rx7pm
      @EMo-rx7pm 4 года назад

      That is why I started buying the S&P 500.

    • @SFreedberg1
      @SFreedberg1 4 года назад

      @Davide Lecky Apple - 32% which of course is a bit high. Used to be higher. In my case, it's about 90,000.....seriously considering though putting all my money into S&P 500 Index. I only own 8 stocks total....

  • @paulcoba8154
    @paulcoba8154 5 лет назад +39

    I wonder if Kraft Heinz was one of his top three picks...

    • @nome4305
      @nome4305 5 лет назад

      can you even hear his words?

    • @dogestranding5047
      @dogestranding5047 5 лет назад

      Paul Coba It probably doesn't even make up 5% of Berkshire.

    • @HalfEatenMedia
      @HalfEatenMedia 5 лет назад +2

      He’ll probably leverage himself into buying the whole company at this point and add it to his collection of business’ he owns. Kraft will need a bail out and Buffet will be the first they come to make a deal.

    • @heyzeus4045
      @heyzeus4045 4 года назад

      @@HalfEatenMedia The point is: Kraft Heinz was once a wonderful company -- not anymore.

    • @mikejmarvin
      @mikejmarvin 4 года назад

      KO is one

  • @iwillknifeya
    @iwillknifeya 5 лет назад +22

    Hahaha! I didn't realise how witty these gentlemen are 🤣
    Thank you for the great video, and keep up the excellent work!

  • @rbrucerye
    @rbrucerye 5 лет назад +2

    I own between 12 to 15 stocks. My thought process is simple. I want to be able to reasonably understand the stocks that I own. So owning more than a dozen stock it's difficult to keep track of what is happening at the company's I have stocks in. Anything more then about 16 stocks it becomes even more difficult to understand the sort of companies I own as well as the risks that each business faces.

    • @joanettaobryant476
      @joanettaobryant476 5 лет назад

      Joanetta Greer O Bryant I agree. I put four people through college. Then I retired for the third time from Detroit . Have an interest in farming 12 acres at in Covert Michigan. Food but not blueberries.

  • @jpcarigma
    @jpcarigma 5 лет назад +9

    I currently own 5 stocks in my portfolio that I feel will have a chance to beat the market 10 years from now. I want to get it to 10 stocks some day. The majority of my money is in index funds.

    • @beaviswealth
      @beaviswealth  5 лет назад

      Awesome target. That sounds like the right process, slowly building up your individual holdings :)

    • @deki99
      @deki99 4 года назад

      Same here. 7 stocks, wanna go up to 9-12. All of them dividend except 2 are dividend stocks. Majority (60%) in index funds :)

  • @rishabhpandey2529
    @rishabhpandey2529 4 года назад +3

    Summary-
    1. You know what that business is doing - hold few and put more money in them.
    You don't know what it does - diversify , your risks will reduce but you returns will too.
    Quoting LOTR (I think) - "It's better to send 4 Lions in a war than a 100 sheeps! "

    • @bmmk12
      @bmmk12 4 года назад

      I love that

  • @lloydftz65
    @lloydftz65 5 лет назад +9

    I have 3 stocks. Never own more than 5. I agree with Buffett

    • @219garry
      @219garry 5 лет назад +2

      Bullshit. Although I don't agree with owning as many as a mutual fund does, I do think most people should own a few different sectors simply to keep the volatility value of the portfolio low and to be able to sell off some shares of ones that go up too much and buy more of ones that haven't to keep the balance equal. To me that's a minimum of 10 and a max of 20 for portfolios over 100k

  • @macacorisoto7472
    @macacorisoto7472 5 лет назад +10

    You should own as many stocks (buisness) as you truly understand and belive! My own opinion before watching this lrobably awesome video! Love from portugal broo! 🇵🇹✌

    • @gdal3
      @gdal3 5 лет назад +1

      Ganda tuga pá!

    • @macacorisoto7472
      @macacorisoto7472 5 лет назад

      @@gdal3 obrigado! ✌ vou fazer um canal de investimento tuga que nao ha nada de jeito para nós! Se quiseres segue ai no insta que o canal so fica feito daqui a uma ou duas semanas @humano_alpha! 🇵🇹🇵🇹🇵🇹🇵🇹🇵🇹🇵🇹

  • @anjummadani
    @anjummadani 5 лет назад +3

    What an excellent clip! Thank you Brandon Beavis. The more one knows, the less on speaks. The more one knows, the less one needs.

  • @calvinraab8798
    @calvinraab8798 5 лет назад +3

    In my opinion its all about smart investing and quality over quantity. I would rather own a few stocks that I have ran the numbers on and am confident in than owning a bunch of stocks that I am not too familiar with just to save I have a more diverse portfolio.

  • @gurnimarsingh4194
    @gurnimarsingh4194 5 лет назад +34

    When the legend talks everyone hears

  • @vacciniumaugustifolium1420
    @vacciniumaugustifolium1420 4 года назад +2

    Currently holding two stocks, on huge reflection to add two more...
    I follow everything about those two stocks ( forum, report, analyst, ect ... )

    • @bmmk12
      @bmmk12 4 года назад

      Would you share either which two equities you hold, or the dollar amount per holding? Thanks

  • @jeronimo3030
    @jeronimo3030 5 лет назад +3

    Quality before quantity, it´s simple

  • @KerKaiZenWisdom
    @KerKaiZenWisdom 5 лет назад +1

    Rather than to putting all your money into many baskets , put it into a couple of them that will last 20-30 years ahead. This requires due diligence to do enough research on the companies.
    Thanks for sharing

  • @MrMarkCaudill
    @MrMarkCaudill 5 лет назад +7

    You may have to try out a few companies to find your 3 good ones.
    The beauty is you can sell it fast if you don't like it.🤑

  • @begley09
    @begley09 5 лет назад +5

    I own about 6- financial, ETF’s, some pot stock.

  • @davidhidalgo8465
    @davidhidalgo8465 5 лет назад +7

    Software services, financial, pharmaceutical, pot stocks are my positions

  • @JaeWest
    @JaeWest 2 года назад +1

    This dude changed my life!

  • @ellischang299
    @ellischang299 5 лет назад +21

    Thanks for the vid Brandon, keep them coming!

  • @markp.9707
    @markp.9707 5 лет назад +2

    I have 2 stocks!! I never agreed with diversification. Nice to hear them say the same thing. Find one or two company’s you understand and invest in them for the long haul.

  • @Damnedindenial
    @Damnedindenial 4 года назад +4

    I only own 5 company's, I've avaraged a 20 annual return so far. This is solid advice, anyone here that doesn't know how to anylise businesses should take an accounting class and read Ben Graham books

  • @kaushikvsmaniyan
    @kaushikvsmaniyan 5 лет назад +4

    4:41 - 5:21 is the key!

  • @joychatterjee2025
    @joychatterjee2025 5 лет назад +3

    To find such 3 companies you should have more than 3 companies in your portfolio, its easy to search but hard to find. If you can find such 3 companies you will be the next warren buffet.

  • @josephlascola8540
    @josephlascola8540 3 месяца назад

    I own 13 stocks but the key for me is that 8 of them I have owned for 10 years and haven’t sold. Apple, Palo Alto, Stryker, JP Morgan, Microsoft, Coke, Berkshire Class B, Google. In the last 2-3 years I added chip stocks.
    In addition I have 1 ETF and it’s the S&P 500.
    I think if you get above 15 stocks you reach a point where you aren’t an expert in those business if there is such a thing as an individual investor being an expert. I certainly am not but most of my success has come from common sense and discipline

  • @mranthony1886
    @mranthony1886 5 лет назад +4

    1 ETF + a few great businesses that you personally understand.

  • @libaaxalee
    @libaaxalee 5 лет назад

    Did you notice his answer "we" not I, that is respect for people working for him.

  • @BenRangel
    @BenRangel 5 лет назад +5

    I feel like this advice only applies to the who spend serious time learning about the stock market.
    the average average person does not know enough about *any* business to be able to invest in their stock.
    For example : the average person who thinks they know a lot about tech might considers investing in Microsoft/Google but they don't know a thing about their earnings reports, if they are over or under valued, events in the market that might affect their value etc.
    They could not tell you what's different about Microsoft now compare to 5 years ago.
    If you can't know enough about even a single company- Then why would you bet on 10+ individual stocks?
    I feel like the average person should stick to index funds.
    They can at least follow along with the news about how the stock market in general is doing.
    But asking them to bet on company A over company B is too much.

    • @samstell9291
      @samstell9291 5 лет назад +1

      this is exactly what Buffett is trying to get at, you have got to remember that the shareholders he is talking to are way above average when it comes to investing and hes only suggesting that the best of this lot pick stocks

    • @BenRangel
      @BenRangel 5 лет назад

      Sam Stell Thanks for the clarification!

  • @nolanabell703
    @nolanabell703 5 лет назад +2

    So true, a lot of people get over diversified, I only own 2 stocks

  • @l2ealChuckNorris
    @l2ealChuckNorris 5 лет назад +17

    Getting close to 10k subscribers! Congrats Brandon

    • @beaviswealth
      @beaviswealth  5 лет назад +2

      Thanks Chase man! And for the vid inspiration :)

    • @Steve_Takes
      @Steve_Takes 5 лет назад +3

      Yea he's doing well, I very much support this channel. It'll see 100K it's still early

    • @beaviswealth
      @beaviswealth  5 лет назад +1

      Durandisse84 Durandisse Thank you man... you know I appreciate that :)

  • @bornbranded29
    @bornbranded29 5 лет назад +1

    In addition to my prior post, unlike Warren, many of us aren't focused too much on analyzing a company's "amazingness," I'm a technical trader, so I try to read charts, candlesticks, MAs, volume, etc. I'm also a swing trader, so I'm not looking for long-term growth on my positions. I want that quick 5-10% and then back to studying, until the next opportunity presents itself.

  • @haris000000
    @haris000000 5 лет назад +9

    4 to 5 companies should be the maximum ... Its hard to keep track of more.

    • @rlopez2626
      @rlopez2626 5 лет назад

      I agree! I have only 3.

  • @cliffordlevy3918
    @cliffordlevy3918 5 лет назад

    For a regular guy like me, 10. 1 speculat penny. The rest are low risk, divided earning stocks, all have a DRIP.
    2 utility, 2 bank, 5 residential heavy REITS. I'm Canadian, I stick with Canadian stocks. Way less risk, way less shorting, than the booms and busts of American traded companies.

  • @ahmadbasyir418
    @ahmadbasyir418 4 года назад +5

    You can’t really use the portfolio of buffett unless you’re a big time investor (multimillion/billion dollar). IMO its just not sustainable for the average investor.
    Hes currently using the pick wonderful companies at fair price approach as a measure to protect current investment.
    For the average investor imho its better for us to be observant and focus on one/two industries and try to find the best company with very promising story (better sales, management, cost structure, innovation leadership etc) with financials to backup the claims.

  • @jorgiewtf
    @jorgiewtf 4 года назад +2

    I went on a pretty big shopping spree a few days ago but that’s only cause all stocks are low from this Coronavirus and once things get back to normal, I’ll do a massive sell-off and go back to just having 3 or 4. Hope that makes sense.

  • @EricSmyth2Christ
    @EricSmyth2Christ 5 лет назад +11

    Imagine there were 100 sports bets next week
    How many would you bet on?
    It's the same idea

    • @TwelfthRoot2
      @TwelfthRoot2 5 лет назад

      Eric Smyth the difference is that the timescale on a sports bet is so much smaller than a long term investment. With sports you’d pick out the best 1 or 2 or 3 in a day/week and go with only those. You’re reducing your risk by not unloading your entire bankroll on a couple bets all at once. The problem is that you don’t want a ton of idle cash just sitting around even if you do have some very quality open bets.

  • @aap6210
    @aap6210 5 лет назад

    I have 10 stocks. Three consumers, two banks, two trade-service-investment, and each one stock from telecom, construction, and mining

  • @jasonqian
    @jasonqian 5 лет назад +5

    Warren Buffett in recent years highly recommends owning S&P index, a true diversification of American major businesses.

    • @brbosi
      @brbosi 5 лет назад +3

      That's what he is saying in the video: a protection against ignorance . And he is right, most people would lose their money investing in individual companies, so you guarantee a reasonable return, minimize the risks, while being ignorant about each individual company.

  • @Ramesh-xf9nv
    @Ramesh-xf9nv 5 лет назад +1

    I dont have an opinion on someone that is making a billion times more than what I am making. Warren has spoken and I shall listen.

  • @GlennShook
    @GlennShook 5 лет назад +8

    I have 16 and would like to get to prob even 20 then build them up for quite a while before adding more. Prob to many for my $ but I can’t help it. Lol

    • @tyler29va
      @tyler29va 5 лет назад +4

      Allen Iverson There are more great companies now. There are definitely 20 rock-solid companies that have huge long-term upsides.

  • @sportsbettingeducation
    @sportsbettingeducation 5 лет назад

    It depends on what you see value in. I think 3-8 is the right amount for people who follow the markets closely.

  • @BreuckelensFinest
    @BreuckelensFinest 5 лет назад +4

    It's so simple folks, that we refuse to believe it bc we've been taught a lot of wrong things to do, especially with our money. "Diversification" is a term thrown around by salespeople that we refer to as broker's, bc they want more commissions to line their broke pockets. All we have to do is find 3 excellent companies to invest in, to be more than well off. Focus on great businesses, that are great systems in place, run by great people! It's that simple that hardly anyone is doing it!

    • @bmmk12
      @bmmk12 4 года назад

      So true! Also, its more fun that way! You take pride in your ownership and the income is far more meaningful than a distribution from your ETF

  • @michaelpoczynek
    @michaelpoczynek 3 года назад +1

    1 instrument S&P 500 Index through Vanguard.

  • @basantchoubey5137
    @basantchoubey5137 5 лет назад +5

    They are great.. But I believe no one would tell their secret, it doesn't make sense as no one would be interested in making others rich.. The only way to become rich is finding one's own way..

  • @Fddlstxx
    @Fddlstxx 5 лет назад +1

    I know as a content creator of your own channel you have to include bits to engage people so they subscribe and you can get more traffic for ad Revenue. But honestly I don't care what other viewers opinions or questions about this sort of content is. In fact, I don't even want your narration. I'm here for the oracle

  • @kurnyllbaya5114
    @kurnyllbaya5114 5 лет назад +4

    They somewhat describe the educational system right there.

  • @mistertea597
    @mistertea597 5 лет назад +1

    1. First, you want to own stocks in well established companies, mix in companies that give a dividend.
    Microsoft, Apple, Abbot Lab, Amazon, Pepsi, McDonald, Coca Cola... etc
    2. Second, with your extra money you invest in more risky new companies that have potential, but don't get greedy by trying to become a millionaire over night. Aurora Cannibals, Kona Gold Solutions, Barrick Gold Corporation, Office Depot, .. etc..

    • @stephanhelder6090
      @stephanhelder6090 5 лет назад

      I agree but you forgot growth stocks! As a young man (who can take more risk) I would do this strategy:
      1. Safe big dividend stocks, 20% of portfolio (Apple, Coca-Cola etc)
      2. Low risk Growth stocks, 75% of portfolio (Facebook, Nvidia, Alibaba etc)
      3. Spec stocks 5% of portfolio (Tesla, Aurora etc)

  • @favourazah1504
    @favourazah1504 2 года назад +5

    Your videos have helped me reach over $200,000 in stocks by age 23! Thanks Brandon. Keep the videos coming. 👍🏽

  • @DylanCEdh
    @DylanCEdh 4 года назад

    Used to work at NFM. I remember hearing Buffet came in once. I was awestruck

  • @techshark77
    @techshark77 4 года назад +4

    Sooooo owning 52 individual holding and another holding with another 508 different companies plus the Farm land and farm land stocks is not diversified🤔, so hold as many Dividends paying stocks as possible, ok got it😁

  • @sohammukherjee837
    @sohammukherjee837 5 лет назад

    When you start off learning statistics correlation and diversification along with modern portfolio theory seems like everything but more you learn more you realise correlation can’t protect you if are in wrong business

  • @davida8407
    @davida8407 5 лет назад +3

    5-10 stocks if you have a large portfolio. Less if it's smaller. I'm at 1 stock with under 10k invested.

  • @clockwisevibez436
    @clockwisevibez436 4 года назад +2

    This was actually mentioned in Rich Dad Poor Dad. I believe he’s definitely right

  • @marthad.moreno6024
    @marthad.moreno6024 4 года назад +8

    According to my spreadsheet I’m two years approaching my retirement and schedule and I’ve saved more money and invested and made more money than I originally planned . So glad I made the best investment decision by consulting the right private investment manager.

    • @mattjakob8838
      @mattjakob8838 4 года назад

      wow really? tell me about it.

    • @marthad.moreno6024
      @marthad.moreno6024 4 года назад +3

      okay. I am from Germany and I can tell you monetary conditions are getting catastrophic over here and I will back it up with some facts. First of all on Housing ; markets are open for international investors and German housing is quite a safe haven for investors. Rental prices totally decoupled from salaries. German people get squeezed like lemons. Meanwhile the average person can’t afford to buy a house nowadays. Especially in big cities like Berlin, Hamburg, Münich and Frankfurt.
      Stocks : Minister of finance is planning to raise taxes on gains very soon . No point buying stock when you live in Europe (Germany).
      Gold : limit will be 2000 Euro for anonymous buying Gold with cash from 2020
      Bonds: I don’t have to tell you it’s a joke. It’s like burning money. Same with savings in bank accounts.
      European central banks keeps loose monetary policy and keep stealing wealth from people whether directly or indirectly. 2% every single year. There are not many options to preserve your wealth and invest in it. And then still manage to avoid not to get pinched by the government. There are ways around it .==>so lastly the only option left in my opinion is : Buy and investment in crypto currency. Bitcoin is a good trading investment option and i deal with the best portfolio manager.

    • @miragemerchant3795
      @miragemerchant3795 4 года назад

      seems legit.

  • @basti1993x
    @basti1993x 4 года назад

    I’d advice anyone to carefully listen to Warren and Charlie and you will get very wealthy over the long run.