Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.
I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 11% and being cautious. Still better deal than letting it sit in savings or checking earning near 0-1% interest.
Well up at 11% in this present market is impressive. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. Or is it better to invest in a distributing ETF (even considering taxes)?
ETFs are cool. My portfolio is very much diversified so it's not like i have a particular fund i invest in. You should probably copy a licensed person more so one with experience of the past bear markets. I copy a chartered financial analyst Amie Christine Shapiro Been quite consistent. My portfolio returned $350k in Q4
Exactly, the markets are been propped up by the FED printing money with NO limit. Every time the Market blips down the FED dumps cash into the dip. you and I have no idea when the selling will stop and when they decide it's time to make more money. It's a game you learn to play or stay poor for life
i am envious i've been in the red for too long even before the dip but would like to ask are you giving her your money or the money stays in your account?
You don't give out funds here. My account only mirrors her trades in real time that's the ideal for this system. The lady I just recommended is a renowned advisor and knows what the heck she's doing. Check her out i think she will explain better.
The other odd ball item with CVS is Aetna being an insurance company, so is part retail, part healthcare, and part insurance/financial. An analysis of the 3 segments and valuation would realistically be needed to find a true fair value, although I do agree that its like a good buy atm.
What tells you that the analysts' CF estimates are a) conservative b) accurate or c) estimates at all? Have you seen what numbers they include when they calculate CFs? It wouldn't be wise to rely on them
Agreed. I'm not sure I understand the benefit of basically owning top S&P companies individually vs. the etf. Also seems to be more exposed if there's a rotation away from tech.
Agree with you gentlemen. Jimmy we appreciate the video as always. But how about going with VGT or VUG if you want greater exposure to those great companies?
Can you make a video on the big 5 canadian bank stocks? They've been long considered some of the best investments on the canadian stock market with great dividends, safety due to regulation, and growth prospects due to Canada's high immigration targets, which means stable account growth. I think they're great ideas for stable and steady growth, and trade at lower PE ratios than most US banks.
I would be very nervous holding 9% of my portfolio in Intel. There's too much risk and uncertainty. I believe Intel is also caught in a catch 22 where they need to cut or even suspend their dividend entirely. But this in turn will tank the stock more. I think I'd only buy into intel if they slash their dividend and the stock falls to about $20 which I think is certainly a possible outcome.
Interesting choices. In my retirement I chose PARA over WBD and JPM over Citi. However, in the latter case, mulling selling my JPMs now that I am up on it for ALLY shares. But I have to keep evaluating them both more. What are your thoughts on Ally? And on another note, how bout Goodyear, which I also have heavy for more than a year now in my portfolio. No dividends, and it's been in and out of the green for me so it's OK. I like their acquisition of Cooper Tire and their turnaround into positive earnings in 2022. And OK with its cashflow.
Thanks~>for watching and commenting, reach out to Finance Josh with the wat'sApp number above for a business investment plan that will change your financial life!
own intel for $29 (started at $56), tesla for $130 (started at $280), AT&T for $16.63 (started at $29), Verizon for $38 (started at $58), disney for $92 (started at $111), WBD for $11.61, ATVI for $72.83, Micron for $52, and AMD for $63. NEVER invest "ALL IN" on anything. Always leave sufficient capital available to improve your positions (by reducing average cost) when the inherent variance of the stock market turns negative; being able to see a "loss" in value of a stock instead as an opportunity to improve my future wealth by growing my position has been my greatest asset. While other people panic sell, I buy. Was going to do both microsoft, apple, and alphabet, because a few months back they were all pretty good prices, but my position in tesla required reinforcement more, and likely has a higher (and quicker) return due to the market's insanity lately (already back up overall 36%...so i think reinforcing my position in tesla was the right call, dropped my cost from $280 to $130)
Diversification is not so important in the accumulation phase. You want to concentrate in good bets and then once you've made significant gains you diversify to preserve your capital. That is what Warren Buffet did.
I'd strongly recommend buying TopGolf Callaway Brands. The company will become a cash cow 4-5 years from now. The upside when the venues are built will be exceptional. Strong chance they will begin to pay a healthy dividend when this comes to pass.
As I watched the video I was going to suggest Medical as another diversification. I loved your deep dive on UNH. Take a look at Medtronic (MDT). Irish company, but favorable tax laws with the US. Good Dividend, about -40% from high, hasn't been this low for the last 5 years. Just hit a tripled bottom (2018, 2020 Covid, 2021). Medical devices, not Pharma. You could look at MPW if you want some Med wrapped in a REIT. Thanks for the CVS tip. I will run the numbers. Buying Aetna may be a game changer for them long term.
During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?.
Hey Jimmy how is it possible that CVS had positive FCF margins highest since 4Q20 and yet they had a negative net inc margin this Q? Please and thank you
I really like your educational videos and subscribe and like almost all of your videos. But, let's call a spade a spade, your portfolio is very, very concentrated and includes a tremendous amount of individual company and industry risk. I sure hope your watchers pay attention to understanding the benefits of being better diversified rather than trying to be stock pickers.
My critique continues to be Intel. You are much better off not betting on a shaky comeback story. In fact, it doesn't fit your portfolio at all. You should replace it with TSM or AVGO. I myself exited T with the spinoff. Wasn't interested in the businesses as seperates (T and Warner)
Well we are f’d on Intel… probably got your opportunity now. I’ve been using the example you gave us to track a stock over multiple years.. and 22 to say the least has been a disaster.. two quarters of losses and 3% margin overall.. what a nightmare. I really hope they can turn things around..
Thanks a lot for this! Great content. I’m curious to average the betas of your portfolio to see the amount of systemic risk you’re taking historically! This would also give me your required rate of return considering free-risk at 1,4%… long term strategy also covers protection against market drops.. my question is how do you protect your portfolio? any counter cyclical positions or any other strategy? Thanks a lot :)
“The idea that a bell rings to signal when to get into or out of the stock market is simply not credible. After nearly fifty years in this business, I don’t know anybody who has done it successfully and consistently. I don’t even know anybody who knows anybody who has.” Jack Bogle
You deserve too lose all the money you put in baba you need to learn no Chinese stocks Their is plenty of better opportunities out their so when you look at political risk with the CCP Then opportunity cost and the VIE structure risk So many better plays in this market. Nice too see LMT in your portfolio did you ever look into DE
During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?
.Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession is only possible under the supervision of a professional or trusted advisor
If you do make new buys, know your exit strategy before going in. Consider taking partial profts quickly to lock in some gains. I've been in constant touch with a fiinancial-analyst since covid . You know these days it's really easy to buy into trending stock`s, but the task is determining when to buy or sell . My advisorr decides entry and exit commands on my portfoliio, I've accrued over $550k in barely a year.
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies
@@maxjames00077 ya and if he never has the chance to buy any of these companies then he moves on to the next best opportunity. You can’t force the numbers in your favor. Also you don’t beat the market when you are buying the heaviest weighted stocks in the market.
@@calebwert1057 No, they were already in his sweet spot? So why go to the next? He doesn't force the numbers in his favor. Apple was trading at 150-170 for ages and he kept saying he is waiting until it hit 139 and that's where he will buy because it's where it gives the return he wants. You don't beat the market by buying the heaviest weighted stocks in the market? Did you have a stroke brother? last 5 years the snp500 did 47%. Apple, the BIGGEST FREAKING COMPANY OF THEM ALL did 260%. No ofc you dont beat the market by buying the largest companies. You DESTROY the market.
He uses a margin of safety. 8% is what he will make if everything goes as he calculated in the 'worst' case scenario. The portfolio can do way more than that if everything goes very right :)
He used margin of safety. Most of these stocks are either fair value, cheap or incredibly cheap with huge potential of they cna turnaround things. If they do not, they will mos timely still go up but not as much. I have very similar picks as Jimmy except for Disney. Meta is so so imo.
Wow, I allways viewed your channel as a good place for sound, somewhat conservative, investment content. But with this portfolio composition I no longer feel confident watching your analysis. Your portfolio is extremely tech-heavy furthermore mostly american brands. On top of that you only have a few stocks, so overall your portfolio is very underdiversified.
what do you think of PFE, JNJ, UNH + BAC, VZ - at the current valuations? if you can make a video on health sector overall, i'd appreciate! seems most of the companies are oversold, due to the expiration of patents and new merger&acquisitions costs...!
i basically have 54% energy the rest in some agg/ argentina and som coms, Being heavy in tech right is clearly not working. The macro landscape has shifted, these guys still play it like its 2020. cmon do better
Warren buffett says its better to buy a great company at a fair price than a fair company at a great price. These are all great companies, because he is a buffett-style investor.
If many mega caps are great companies, most great companies are still small caps. Also Buffett says he would invest in smaller companies if he hadn’t a multi billion dollar portfolio
.During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?
Hi Jimmy, it will be great to see a video on which stocks you are planning to buy, why and at what price. Also it will be great if you can how you picked those stocks.
I'm 48years old living in California , I'm hoping to retire at 50 if things keep going well for me . Bought my first house last month and I can't be more proud than I am. I'm glad i made great decisions about my finances that changed me forever but now I can't seem to make any other smart investment.
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a profession
hmmm 1. dont live in california and 2. dont invest in leveraged assets that are like 20:1 amplified (5% down) during a "market bubble"/14 years of unchecked growth
Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.
I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 11% and being cautious. Still better deal than letting it sit in savings or checking earning near 0-1% interest.
Well up at 11% in this present market is impressive. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. Or is it better to invest in a distributing ETF (even considering taxes)?
ETFs are cool. My portfolio is very much diversified so it's not like i have a particular fund i invest in. You should probably copy a licensed person more so one with experience of the past bear markets. I copy a chartered financial analyst Amie Christine Shapiro Been quite consistent. My portfolio returned $350k in Q4
Exactly, the markets are been propped up by the FED printing money with NO limit. Every time the Market blips down the FED dumps cash into the dip. you and I have no idea when the selling will stop and when they decide it's time to make more money. It's a game you learn to play or stay poor for life
i am envious i've been in the red for too long even before the dip but would like to ask are you giving her your money or the money stays in your account?
You don't give out funds here. My account only mirrors her trades in real time that's the ideal for this system. The lady I just recommended is a renowned advisor and knows what the heck she's doing. Check her out i think she will explain better.
The other odd ball item with CVS is Aetna being an insurance company, so is part retail, part healthcare, and part insurance/financial. An analysis of the 3 segments and valuation would realistically be needed to find a true fair value, although I do agree that its like a good buy atm.
Highest historical valuation for CVS was 112. Seems a bit too optimistic to put the fair value above that.
Thanks for the update. And yes, your bullpen video is a great idea.
nice video. did intel drop their dividend recently? i have some and i could have sworn their dividend used to be a lot higher.
What tells you that the analysts' CF estimates are a) conservative b) accurate or c) estimates at all? Have you seen what numbers they include when they calculate CFs? It wouldn't be wise to rely on them
love all the picks minus Baba. Looks a lot like what I have been buying as well! Thanks Jimmy.
I'm interested in your bullpen stocks. Have you considered possibly adding an index fund (ETF) to the mix??
You are a great guy... LMT was a genius buy!
Go with efts like VOO and VTI.
Spy and VTI all the way
Agreed. I'm not sure I understand the benefit of basically owning top S&P companies individually vs. the etf. Also seems to be more exposed if there's a rotation away from tech.
Agree with you gentlemen. Jimmy we appreciate the video as always. But how about going with VGT or VUG if you want greater exposure to those great companies?
Can you make a video on the big 5 canadian bank stocks? They've been long considered some of the best investments on the canadian stock market with great dividends, safety due to regulation, and growth prospects due to Canada's high immigration targets, which means stable account growth. I think they're great ideas for stable and steady growth, and trade at lower PE ratios than most US banks.
BNS and CM look promising right now
Thanks for all your Videos. Keep It up, I'm 16 and you are the one that taught me a lot about investing.
Stunned not to see Amazon in your portfolio, may I know why?
I would be very nervous holding 9% of my portfolio in Intel. There's too much risk and uncertainty. I believe Intel is also caught in a catch 22 where they need to cut or even suspend their dividend entirely. But this in turn will tank the stock more. I think I'd only buy into intel if they slash their dividend and the stock falls to about $20 which I think is certainly a possible outcome.
Where do you go to calculate these stocks?
For example the CVS stock? Please let me know.
Thank you for always producing great content. What do you think about Lumen Technologies?
Why do you only buy American companies (except Alibaba)?
Interesting choices. In my retirement I chose PARA over WBD and JPM over Citi. However, in the latter case, mulling selling my JPMs now that I am up on it for ALLY shares. But I have to keep evaluating them both more. What are your thoughts on Ally? And on another note, how bout Goodyear, which I also have heavy for more than a year now in my portfolio. No dividends, and it's been in and out of the green for me so it's OK. I like their acquisition of Cooper Tire and their turnaround into positive earnings in 2022. And OK with its cashflow.
Thanks much. Yes, please, The bullpen video would be nice Jimmy
Thats a pretty goddamn good portfolio! I would say some of the stocks you bought jimmy a bit expensive for my taste buds. But overall its solid!
Can we get an update here on CVS please? I’ve bought on Jimmy’s recommendation and im down over 20% on it. Are you still bullish on CVS?
What’s a good brokerages to use? I’m in between fidelity or robinhood
Thanks~>for watching and commenting,
reach out to Finance Josh with the wat'sApp number above for a business investment plan that will change your financial life!
own intel for $29 (started at $56), tesla for $130 (started at $280), AT&T for $16.63 (started at $29), Verizon for $38 (started at $58), disney for $92 (started at $111), WBD for $11.61, ATVI for $72.83, Micron for $52, and AMD for $63.
NEVER invest "ALL IN" on anything. Always leave sufficient capital available to improve your positions (by reducing average cost) when the inherent variance of the stock market turns negative; being able to see a "loss" in value of a stock instead as an opportunity to improve my future wealth by growing my position has been my greatest asset. While other people panic sell, I buy.
Was going to do both microsoft, apple, and alphabet, because a few months back they were all pretty good prices, but my position in tesla required reinforcement more, and likely has a higher (and quicker) return due to the market's insanity lately (already back up overall 36%...so i think reinforcing my position in tesla was the right call, dropped my cost from $280 to $130)
Diversification is not so important in the accumulation phase. You want to concentrate in good bets and then once you've made significant gains you diversify to preserve your capital. That is what Warren Buffet did.
I always enjoy these updates. Stick to the pie chart though it seems more apt at conveying info.. unsure why?
can u compare WBA vs CVS?
Agreed!
I'd strongly recommend buying TopGolf Callaway Brands. The company will become a cash cow 4-5 years from now. The upside when the venues are built will be exceptional. Strong chance they will begin to pay a healthy dividend when this comes to pass.
Thoughts on Intel? I know you were bullish on them previously. I recently sold after the last earnings announcement
INTC is donw to 27 today. Horrible earning, long time before you see 38 bux on INTC.
Kudos to you, i don’t go over 8% of total portfolio on a single stock. My risk limits are lower :)
Are you worried that Intel will cut its dividend since it had poor performance yesterday?
Thanks for the sharing😀
Intc just announce earnings and it was a disaster again. I think this one should be trading around 20$ per share or lower.
Where are the new updates Jimmy??! 😢
As I watched the video I was going to suggest Medical as another diversification. I loved your deep dive on UNH. Take a look at Medtronic (MDT). Irish company, but favorable tax laws with the US. Good Dividend, about -40% from high, hasn't been this low for the last 5 years. Just hit a tripled bottom (2018, 2020 Covid, 2021). Medical devices, not Pharma. You could look at MPW if you want some Med wrapped in a REIT.
Thanks for the CVS tip. I will run the numbers. Buying Aetna may be a game changer for them long term.
During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?.
What do you think about the huge debt of Warner Bros ?
Hey Jimmy how is it possible that CVS had positive FCF margins highest since 4Q20 and yet they had a negative net inc margin this Q?
Please and thank you
I really like your educational videos and subscribe and like almost all of your videos. But, let's call a spade a spade, your portfolio is very, very concentrated and includes a tremendous amount of individual company and industry risk. I sure hope your watchers pay attention to understanding the benefits of being better diversified rather than trying to be stock pickers.
I stared watching you because of INTC and you bought around $46 per share at first not $38. Why did you say this?
I think he DCA and most of his buy was at $38.
He started at 46 and he has averaged down to 38.
Exactly, as the stock has dropped, I’ve added some more, so all my purchases prices are the average price I paid
love your videos jimmy
My critique continues to be Intel. You are much better off not betting on a shaky comeback story. In fact, it doesn't fit your portfolio at all. You should replace it with TSM or AVGO.
I myself exited T with the spinoff. Wasn't interested in the businesses as seperates (T and Warner)
Would love to see a bullpen video
I think INTC might be a clunker.
Has my man Jimmy been slimming down? Let’s go Jimmy
MSFT is too expensive still. Great company though.
Bullpen list please we wanna see them
You should also mention how much cash you are currently holding.
What difference does that make?
Well we are f’d on Intel… probably got your opportunity now.
I’ve been using the example you gave us to track a stock over multiple years.. and 22 to say the least has been a disaster.. two quarters of losses and 3% margin overall.. what a nightmare.
I really hope they can turn things around..
Thank you Jimmy. Great video
Get rid of INTC and CVS. I like all the others.
Invite Seth from everything money to do a guest appearance, loved you too
About 50% or more of my portfolio is finance and health care. You have 4%. No consumer staples. Not very balanced. Heavy in old tech.
Hi Jimmy, have you ever thought of owning any mining stock ?
Data mining and machine learning?
@@sandeshsinha9174 no mining for metals like iron ore, copper, etc
@@ahmadshamseen2187 oh got it. Thanks
Great video new subscriber. Wow META is now almost $300👌
Thanks a lot for this! Great content. I’m curious to average the betas of your portfolio to see the amount of systemic risk you’re taking historically! This would also give me your required rate of return considering free-risk at 1,4%… long term strategy also covers protection against market drops.. my question is how do you protect your portfolio? any counter cyclical positions or any other strategy? Thanks a lot :)
Great video!! Thought you’d have a reit should do a deep dive on ticket symbol ‘O’
Keep it comin Jimmy
“The idea that a bell rings to signal when to get into or out of the stock market is simply not credible. After nearly fifty years in this business, I don’t know anybody who has done it successfully and consistently. I don’t even know anybody who knows anybody who has.”
Jack Bogle
Investing in single stocks is asking for disaster to happen.
Visa or MasterCard
You are early in getting long all of these equities. Keep the powder dry. Better discounts coming across the board in time.
I also bought CVS bellow 90 usd price.
I am not going to support a war , drugs, alcohol…
You already do
Bullpen!
Intel. Lmao...
No AMZN?
Hi Jimmy
You deserve too lose all the money you put in baba you need to learn no Chinese stocks Their is plenty of better opportunities out their so when you look at political risk with the CCP Then opportunity cost and the VIE structure risk So many better plays in this market. Nice too see LMT in your portfolio did you ever look into DE
Man, all but the Intel and Baba investment you made is reasonable.
Sorry Jimmy, but unless your portfolio is over $10M, you have no business being in THREE $1T+ businesses.
oh god a full portfolio of losercompanies.🤨
BABA $131
Meta $114
Micron $64
DR Horton $66
Toll Brothers $49
Pfizer $33
Shell $35
Citigroup $40
Salesforce $133
Warner Bros $12
Google $86
Amazon $88
3M $108
During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?
.Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession is only possible under the supervision of a professional or trusted advisor
If you do make new buys, know your exit strategy before going in. Consider taking partial profts quickly to lock in some gains. I've been in constant touch with a fiinancial-analyst since covid . You know these days it's really easy to buy into trending stock`s, but the task is determining when to buy or sell . My advisorr decides entry and exit commands on my portfoliio, I've accrued over $550k in barely a year.
Personally I work with Eleanor Cecilia Schnell a registered Investment advisor. Quite renowned, search her name to get in touch
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies
@@dylanbraine Please can you leave the info of your investment advisor here? I’m in dire need for one
@@dylanbraine Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
You need timestamps Jimmy.
Rick Graham Stephan
Please do a video on CVS!
If all he did was tap on a 30-50% margin of safety then he might actually have a chance of beating the market.
Then he wouldn't have been able to buy any of these. Also, this portfolio will more than likely beat the market for the next 10 years.
@@maxjames00077 that's true!!!
@@maxjames00077 ya and if he never has the chance to buy any of these companies then he moves on to the next best opportunity. You can’t force the numbers in your favor. Also you don’t beat the market when you are buying the heaviest weighted stocks in the market.
@@calebwert1057 No, they were already in his sweet spot? So why go to the next? He doesn't force the numbers in his favor. Apple was trading at 150-170 for ages and he kept saying he is waiting until it hit 139 and that's where he will buy because it's where it gives the return he wants.
You don't beat the market by buying the heaviest weighted stocks in the market? Did you have a stroke brother? last 5 years the snp500 did 47%. Apple, the BIGGEST FREAKING COMPANY OF THEM ALL did 260%. No ofc you dont beat the market by buying the largest companies. You DESTROY the market.
This portfolio will probably generate a 8% return per year. (If everything goes right. That is why he should of used a margin of safety)
He uses a margin of safety. 8% is what he will make if everything goes as he calculated in the 'worst' case scenario. The portfolio can do way more than that if everything goes very right :)
He used margin of safety. Most of these stocks are either fair value, cheap or incredibly cheap with huge potential of they cna turnaround things. If they do not, they will mos timely still go up but not as much.
I have very similar picks as Jimmy except for Disney. Meta is so so imo.
I thought you were a long term investor, how come all your positions are new?
Cause the portfolio was started around a year ago
@@timdehaes1639 👍🏻
Wow, I allways viewed your channel as a good place for sound, somewhat conservative, investment content. But with this portfolio composition I no longer feel confident watching your analysis. Your portfolio is extremely tech-heavy furthermore mostly american brands. On top of that you only have a few stocks, so overall your portfolio is very underdiversified.
what do you think of PFE, JNJ, UNH + BAC, VZ - at the current valuations?
if you can make a video on health sector overall, i'd appreciate!
seems most of the companies are oversold, due to the expiration of patents and new merger&acquisitions costs...!
BULLPEN PLEASE!!! 🔥🔥🔥
Can you do YUM they have good growth and a wide moat
Perfect video omg, I'm Brazilian trying to leand more about international investment
i would not hold amazon ... it is going down into the toilet bowll
Basically only buying tech
i basically have 54% energy the rest in some agg/ argentina and som coms, Being heavy in tech right is clearly not working. The macro landscape has shifted, these guys still play it like its 2020. cmon do better
Thank you. I sold my Lockheed Martin because I can’t profit on prisons or companies that kill people.
Good luck finding a company that doesn't
@@thechameleon832 that doesn’t kill or abuse people?
Amazing video
Basically only large companies
Warren buffett says its better to buy a great company at a fair price than a fair company at a great price. These are all great companies, because he is a buffett-style investor.
When Buffet was his age, he would not of said that. Munger is the one who said that n told Buffet that.
If many mega caps are great companies, most great companies are still small caps. Also Buffett says he would invest in smaller companies if he hadn’t a multi billion dollar portfolio
@@DBarnes1991 why is age relevant
@@DBarnes1991 look it up dumbass. Buffett is the one who quoted it.
If you buy top SPY stocks, better is just buying SPY..
.During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?
this guy ripped me off
Hi Jimmy, it will be great to see a video on which stocks you are planning to buy, why and at what price. Also it will be great if you can how you picked those stocks.
I think that Walgreens is a better value play then CVS
Thanks Jimmy - U Legend
I'm 48years old living in California , I'm hoping to retire at 50 if things keep going well for me . Bought my first house last month and I can't be more proud than I am. I'm glad i made great decisions about my finances that changed me forever but now I can't seem to make any other smart investment.
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a profession
hmmm 1. dont live in california and
2. dont invest in leveraged assets that are like 20:1 amplified (5% down) during a "market bubble"/14 years of unchecked growth
Let’s see the bullpen.