I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
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 advisers 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 ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I really doubt that the S&P 500 will fall 26%. Why? Each crash or collapse has the same market chance. I've seen people save up to $1 million during a crisis, and they can even do it in a booming economy if they're prepared and aware. Without a doubt, the bubble/collapse has made someone wealthy.
The problem is that most individuals have the "I want to do it myself mentality" but are not adequately prepared for a crash, so they get burned, no offense. In general, Financial Consultants are perfect reps for investment jobs, and in my own experience, from January 2020, despite the covid pandemic, my portfolio has yielded tremendous ROI, totaling seven figures as of today.
With the direction of an expert, accurate asset allocation is critical. I have 850k in equity, 300k in cash generating 5.25 percent interest, 685k in 401k, 250k in cash account, 120k in auto assets (paid-off cars), and gold and silver bars. The age is 48. My fiduciary counselor assisted me in realigning my portfolio with my risk tolerance, and it grew over time.
This reference appears to be authentic. I just looked up her complete name in my browser and discovered her website without difficulty; almost 16 years of expertise is certainly impressive! I greatly appreciate it.
I seriously doubt that S&P 500 will plunge 26%, Reason? There is an equal market chance associated with each crash or collapse. I have seen people accumulate up to $1 million during a crisis, and even make it work in a strong economy if they are prepared and well-informed. Without a doubt, the bubble/collapse is making someone wealthy.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst the covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My Fiduciary-counsellor helped me realign my portfolio to my risk tolerance and it boomed overtime.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Yo! is it Okay if I ask you for a recommendation?
This reference seems valid.. Just looked up her full name on my browser and found her site without sweat, over 16 years of experience is certainly striking! very much appreciate it.
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
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
Finding financial advisors like ''Amy Desiree Irish''' 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.
The stock market has been on a tear over the last month on hopes for a dovish pivot from the Fed, but investors like me have seen this movie before whereby i'm left pondering if to sell off 30% of my $450k portfolio which comprised of plummeting stocks or hold on.
Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
Agreed, which is exactly the reason I stopped taking advise from RUclipsrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.
I have Annette Christine Conte who oversees how my portfolio is allocated and what assets to acquire. She's well established and you'd find her professional bio on the net where you'd be able to connect with her, i'd suggest you go look her up yourself to conduct your due-diligence
The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot. Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.
@@FostersCapones First two years, I lost money until I got my sea legs. My portfolio is well-matched by a certified financial planner for every season of the market, and just recently hit 7 figures after 5 years of subsequent investments. I'm retired and never leaving the market.
@@ShellyHuerta Congrats! The market to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history, and psychology... mind disclosing info about your CFP? I'm quite curious.
@@RhondaArmstrong-y4d She goes by the name ‘MARGARET MOLLI ALVEY’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finances, but so glad I did.
@@ShellyHuerta I feel thrilled about this, curiously inputted MARGARET MOLLI ALVEY on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
Totally, like I'm thinking, perhaps I should hire experts to help optimize my investments, tax strategy, and retirement plan, because I don't understand where any of this is going
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Judith Lynn Staufer a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my only concern is how to properly allocate a large stock/bond portfolio for maximum returns.
I don’t see a problem fully invested into stocks as long as you know what the heck you're doing, ideally it's best you consider advisory services to avoid terrible mistakes.
Agreed, utilizing a financial specialist did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k/yr, enough to get me fully invested. I'm semi-retired today with about $1m, and only work 7.5 hours weekly.
Melissa Elise Robinson is the licensed professional I use. Just research the name. You’d find necessary details to work with and set up an appointment if you like.
Curiously inputted Melissa Elise Robinson on the web, spotted her consulting page and was able to schedule a call session, no sweat. Ive seen commentaries about advisors but not one looks this phenomenal
I've always been fascinated by how top investors achieve millionaire status through their investments. Currently, I'm sitting on $345K from a home sale and I'm torn between investing in stocks or holding out for a better opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 29% this year alone... maybe you should do the same.
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
NYCOLE CHRISTINA VANNATA a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just turned 48 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $500k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.
Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.
Judith Lynn Staufer is who I work with. Have worked with her for about 5 years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thanks for sharing this. This is equally of great importance to me. Sent a message on her webpage, hopeful to get a feed back.Her credentials are superb.
My 401k went 100% in the S&P 500 when I started working in 1989. Left 100% alone till 2007 before it went to 666. Because of my 17 years in the 500, I was able to retire this year with $683k in the 401k (and a pension and rental income).
Yes, you can do that. Investing $80,000 in the S&P 500 at an 8% annual return will grow to about $805k in 30 years. fiduciary advisors can achieve 10-15% returns, so do your research and consider consulting one.
Absolutely! Wealth is made in growth investing .I got $48k divs last year in taxable divs. Q3 taxable divs this year was $18,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ SHARON CRUMP CLINE” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. 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 consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisors 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
Stacy Lynn Staples 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..
80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large $5m stock/bond portfolio for substantial gains at minimum risk of inflation.
I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's critical to look for expert advice.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Thank you for this tip. It was easy to find your coach on web. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
@@viviancarolgioao I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
My CFA ’’ Sharon Ann Meny, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@Donnafrank-k6e However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.
The S&P 500 moved 8.9% higher & then dipped, I am trying to anticipate the monthly performances. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas..
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
I self-managed but suffered heavy losses in 2022 so I knew I couldn't continue that routine. I consulted a fiduciary financial advisor & by restructuring and diversifying my $610k portfolio with dividend-paying stocks, ETFs, Mutual funds, I significantly boosted my portfolio, achieving an annualized gain of 35%.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Elisse Laparche Ewing 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.
So how exactly can we guard against the coming financial reset for 2025? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
I agree, having the right plan is priceless. My portfolio is well-suited for any market and recently doubled since early last year. My CFP and I are aiming for a seven-figure goal, which might take another year to achieve.
Vivian Jean Wilhelm a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $400k portfolio is down by approximately 20 %, any recommendations to scale up my ROI before retirement will be highly appreciated.
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
Yes true, I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $98k every month so I’ve been sticking to investing via an Advisor.
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
thanks for this recommendation . I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.
Since I was born in 1960, 20% pullbacks have occurred 1973-74, 1980-82, 1987, 2001, 2008 and 2022. And this is going to occur once again soon? Interest rates coming down, AI super cycle, I’m all in!!!
Insider knowledge is the U.S. stock market was honest and actually predicted the economy 6 to 8 months in the future up to around the year 1993. Since then its been nothing but a thee ring circus sideshow based on absolutely nothing but the greater fool theory.
@@doramar8776 my 2022 was supposed to be 2020. Fat fingers. No one can predict the stock market future but I was presenting the rare occurrence of a 20% pullback doesn’t happen all that often
You guys do realize that stocks can just keep going up forever right? When a company is profitable year in and year out they can spend all of their profits on buybacks and reduce the amount of shares in circulation. It drives up the share price and then when the price gets too high the stock splits. The cycle continues in perpetuity and eventually creates millionaires and billionaires.
You fail to realize there always has to be bagholders to sell to and the poor are getting poorer so eventually the rich will have no one to sell to and at that point in time they too will become the new poor.
So, yeah, companies that continue to be profitable will become more valuable over time. That's... obvious. Whether their stock rises and how much depends what they do with those profits, like... dividends will come at the expense of its stock value, but stock value isn't everything. Your whole share buyback and stock splitting is superfluous to that. But in no way does that mean stocks as a whole can keep going up forever, and most companies aren't profitable at all times forever.
Likely it will be at least twice as much as 26 percent down. At least 52 percent lower. Fair market value is around 85 percent lower judging by the entire history of the DOW Jones index. One has only to look at all the graphs and extrapolate from 1993 outward in time. The stock market has been nothing but a sideshow since 1993 so that point in time would be where to extrapolate the figures and draw the trendlines to today.
I can’t time the market, so if it drops, yeah portfolio takes a hit, but you keep investing and it will recover. And I have some diversity. I don’t have time or skill to be active investing and even the pros don’t have crystal ball.
I currently have a $280k stock portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and QQQ overlap too much to make sense holding both?
You might also follow a lots stocks across other industries. I'll advise you to work with a financial advisor who can assist you decide when is the best to buy and sell the shares or ETFs you want to acquire since you don't have to act on every forecast.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.
that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.
there are tons of cool stocks in different industries to watch. You don't have to act on every forecast. I suggest teaming up with a financial advisor who can help you pick the right times to buy and sell the stocks or ETFs you're eyeing. They can give you some solid advice to make smart moves.
That's awesome to hear! Having a skilled advisor to guide your day-to-day investment decisions, especially with their expertise in long and short positions, risk management, and access to exclusive information, can really make a difference. It's no surprise you've seen such impressive returns, netting over 2.8 million in over 2 years. Keep up the great work with your advisor!
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ 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.
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services. Considering her résumé, she appears competent.
@@sociolocomtsac 1% is very typical in Canada, especially government union jobs. Real raises come from switching employers. Canada is becoming Argentina.
I've been hearing about a market crash every day since the lows of the 2008 great recession, yet the market has marched up and to the right over these past 15 years. If you look at a logarithmic chart of the S&P since the March 2009 low, you'll see what I'm talking about. If you had stayed on the sidelines during this period, you would have missed out on the greatest bull run in stock market history. Will this 15 year uptrend continue? Nobody knows, not even Barry Bannister. Even if he's right about a 26% crash next year, and I don't think he is, my prediction is that the market will probably recover quickly and then go on to make new all-time highs as it has done with every market downturn in history.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
*Victoria Louisa Saylor* 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..
This guy is an example of the thieves on wall street. He is telling you to place a short on the SP500 in 2025 while he goes with the bulls eating up your money.
Spending a few dollars to buy deep out of the money puts each month would be the best way to play it as the initial crash and the closures of the stock exchanges for 2 weeks to a month would reopen at least 50 percent lower after the initial crash. All those puts would come into the money. 26 percent is just a lowball ballpark figure not reflecting the overvaluations.
also fully invested in market with 40% small caps, 25% international, 10% health care, 25% S&P but I cannot see myself holding it thru 2025. Buffet indicator is at 209%
Just a reminder that Barry Bannister the person from Stifel saying this also said back in 2023 that he thought stocks would struggle to gain ground in 2024 and had a 2024 outlook of s+p500 "topping" at 4650.... Yet here we are today at 6000.
With so few stocks driving up the latest rally and the majority of "traders" looking to "get rich quick" it's time to realize "you'll never go broke taking profits." Buffett is also selling! I'm still uncertain about mine!
The truth is that if you make the right picks, you could make killer riches very quickly, although such profit usually needs expertise, as in hedge funds or financial managers. I personally prefer the latter.
@@Angelavaldess You're right, I and a few Neighbors in Bel Air Area work with such advisor who prefers we DCA instead of a lump sum purchase, Following this, my portfolio grew 40% in this last quarter.
@@Higuannn I've stuck with ‘’Marissa Lynn Babula” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Fair market value must be at the bottom of a bottomless pit. A 26 percent pullback wouldn't even be deemed a correction even though it would be a bear market. Looking at all the stats the summer of '29 looked like a better time to buy stocks than today in America.
S&P 500 to rise 10% before plunging to 26% in 2025. I have been waiting all year for a bullseye prediction by this oracle. Now I know exactly what to do with my stock holdings. I'd bet the BNN host don't own a single stock, and is living paycheck to paycheck.
I think Stifel is just trying to get some free publicity. Anyone can come out and say anything. But to come out with this huge Stifel banner behind him tells me a lot.
Generative AI has already hit a barrier, which is that the models that are available have been trained on all available data. That means they can't get any better than they currently are. What's more, every time you utilize one of those models, the whole thing is activated, which means they use a tremendous amount of energy to give you relatively mediocre answers. On top of that, there's evidence to suggest that the models actually start to degrade over time as the inaccuracies that they present are Incorporated into the very data that they access and are trained on
Euphoria and Fear. When the Dow Index is falling, Walmart has plowed right through it. Been that way for years. Traders on A Seesaw running back and forth. Winning on both sides. Politics and Economic forecasts are just noise. MMT HAS NEVER BEEN A THEORY. Warren Mosler and Stephanie Kelton talk Buckaroos at Uni of MO Kansas City is just killin it. Stifel is a good firm, appreciate their take.
Record $ In US total stock market Record $ Coming from other parts of the world in Stock market Record $ of Hedge funds invested in US total Stock market Record $ On the sideline in the US buying up EVERY dip we have China stimulus. #1 market China invest in ? The US Who will stop this rally?
Either way there is opportunity. I keep cost averaging on proven winners who have survived through the tough times. Don't overthink it and don't get your emotions involved and it will be all good if you are a long term investor.
He knows the average person dies broke which means all those 401k's would be rendered virtually worthless like back in '29 crash that ushered in the Great Depression.
@@stevemelton4388 A ponzi goes straight up then straight down. Today's market is a pure 100 percent ponzi based on absolutely nothing but the greater fool theory. The initial crash will be at least 50 percent down not 26 percent.
Wow…his comment on AI is so uninformed, sorry but borders on ignorance on the subject and what it is already doing to disrupt if not antiquated large swaths of the economy. He should look at the mass unemployment of animation, advertising, journalism…
seltzers, grains of salt. LEARN TO USE actual information. Feeling. We KNOW that humans, like other animals, are most intolerant of loss. How do you factor in actual behavior to your vagaries?
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
@CarlosTheilmann Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ,,
@CarlosTheilmann *MARGARET MOLLI ALVEY* her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy..
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@YinusaSaheed Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
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 advisers 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 ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
I really doubt that the S&P 500 will fall 26%. Why? Each crash or collapse has the same market chance. I've seen people save up to $1 million during a crisis, and they can even do it in a booming economy if they're prepared and aware. Without a doubt, the bubble/collapse has made someone wealthy.
The problem is that most individuals have the "I want to do it myself mentality" but are not adequately prepared for a crash, so they get burned, no offense. In general, Financial Consultants are perfect reps for investment jobs, and in my own experience, from January 2020, despite the covid pandemic, my portfolio has yielded tremendous ROI, totaling seven figures as of today.
With the direction of an expert, accurate asset allocation is critical. I have 850k in equity, 300k in cash generating 5.25 percent interest, 685k in 401k, 250k in cash account, 120k in auto assets (paid-off cars), and gold and silver bars. The age is 48. My fiduciary counselor assisted me in realigning my portfolio with my risk tolerance, and it grew over time.
I'm interested in this. I browsed for financial experts online, but it's difficult to contact them. is it okay to ask you to offer a recommendation?
Just research the name Sharon Ann Meny . You’d find necessary details to work with a correspondence to set up an appointment.
This reference appears to be authentic. I just looked up her complete name in my browser and discovered her website without difficulty; almost 16 years of expertise is certainly impressive! I greatly appreciate it.
I seriously doubt that S&P 500 will plunge 26%, Reason? There is an equal market chance associated with each crash or collapse. I have seen people accumulate up to $1 million during a crisis, and even make it work in a strong economy if they are prepared and well-informed. Without a doubt, the bubble/collapse is making someone wealthy.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst the covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My Fiduciary-counsellor helped me realign my portfolio to my risk tolerance and it boomed overtime.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Yo! is it Okay if I ask you for a recommendation?
Credits goes to Rebecca Lynne Buie one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
This reference seems valid.. Just looked up her full name on my browser and found her site without sweat, over 16 years of experience is certainly striking! very much appreciate it.
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
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
Finding financial advisors like ''Amy Desiree Irish''' 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.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
The stock market has been on a tear over the last month on hopes for a dovish pivot from the Fed, but investors like me have seen this movie before whereby i'm left pondering if to sell off 30% of my $450k portfolio which comprised of plummeting stocks or hold on.
Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
Agreed, which is exactly the reason I stopped taking advise from RUclipsrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.
I have Annette Christine Conte who oversees how my portfolio is allocated and what assets to acquire. She's well established and you'd find her professional bio on the net where you'd be able to connect with her, i'd suggest you go look her up yourself to conduct your due-diligence
Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot. Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
how can I get your advisor please, if you don't mind me asking? I could really use a help as of now.
Her name is 'Kenia Giordani Borges’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.
@@FostersCapones First two years, I lost money until I got my sea legs. My portfolio is well-matched by a certified financial planner for every season of the market, and just recently hit 7 figures after 5 years of subsequent investments. I'm retired and never leaving the market.
@@ShellyHuerta Congrats! The market to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history, and psychology... mind disclosing info about your CFP? I'm quite curious.
@@RhondaArmstrong-y4d She goes by the name ‘MARGARET MOLLI ALVEY’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finances, but so glad I did.
@@ShellyHuerta I feel thrilled about this, curiously inputted MARGARET MOLLI ALVEY on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
Barry Banister's warning about the S&P 500 overshot has me thinking. What's your take on the market's current valuation?
Yep. Valuations are stretched, considering the economic uncertainty. Time to reassess my portfolio and consider diversification.
Precisely, I'm already considering consulting a CFP for personalized guidance l, I need help to navigate this market fluctuations
Totally, like I'm thinking, perhaps I should hire experts to help optimize my investments, tax strategy, and retirement plan, because I don't understand where any of this is going
Only problem is CFPs are expensive to hire
Better than jumping into the market and making costly mistakes
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Judith Lynn Staufer a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
Can this guy tell me what the winning lotto number tomorrow is going to be?
Love it!!
Maybe
😂
Go all in on the market dude! Economic cycles are a thing of the past! Things only go up!
I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my only concern is how to properly allocate a large stock/bond portfolio for maximum returns.
I don’t see a problem fully invested into stocks as long as you know what the heck you're doing, ideally it's best you consider advisory services to avoid terrible mistakes.
Agreed, utilizing a financial specialist did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k/yr, enough to get me fully invested. I'm semi-retired today with about $1m, and only work 7.5 hours weekly.
Very encouraging for folks starting out like myself, who is the professional guiding you please? in dire need of proper asset allocation
Melissa Elise Robinson is the licensed professional I use. Just research the name. You’d find necessary details to work with and set up an appointment if you like.
Curiously inputted Melissa Elise Robinson on the web, spotted her consulting page and was able to schedule a call session, no sweat. Ive seen commentaries about advisors but not one looks this phenomenal
I've always been fascinated by how top investors achieve millionaire status through their investments. Currently, I'm sitting on $345K from a home sale and I'm torn between investing in stocks or holding out for a better opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 29% this year alone... maybe you should do the same.
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
NYCOLE CHRISTINA VANNATA a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon.
I just turned 48 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $500k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.
Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.
Hello, I'm interested in trying this out. Who is your FA, I'm gasping for breath. Have been doing things myself but it's clearly not working
Judith Lynn Staufer is who I work with. Have worked with her for about 5 years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thanks for sharing this. This is equally of great importance to me. Sent a message on her webpage, hopeful to get a feed back.Her credentials are superb.
My 401k went 100% in the S&P 500 when I started working in 1989. Left 100% alone till 2007 before it went to 666. Because of my 17 years in the 500, I was able to retire this year with $683k in the 401k (and a pension and rental income).
Yes, you can do that. Investing $80,000 in the S&P 500 at an 8% annual return will grow to about $805k in 30 years. fiduciary advisors can achieve 10-15% returns, so do your research and consider consulting one.
Absolutely! Wealth is made in growth investing .I got $48k divs last year in taxable divs. Q3 taxable divs this year was $18,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ SHARON CRUMP CLINE” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
SHARON CRUMP CLINE is the advisr I use and im just putting this out here because you asked.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. 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 consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisors 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
Stacy Lynn Staples 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..
She appears to be exactly what you said. I ran an online search on her name and came across her website; thank you for sharing.
80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large $5m stock/bond portfolio for substantial gains at minimum risk of inflation.
I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's critical to look for expert advice.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Fantastic! That sounds wonderful. How can I get in touch with your financial supervisor?
Credits to 'Sophia Maurine Lanting' she has a web presence, so you can simply
Thank you for this tip. It was easy to find your coach on web. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
So if you read the comments first, this is one of those videos if you skip it you aren't missing a single thing
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
@@viviancarolgioao I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
My CFA ’’ Sharon Ann Meny, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@Donnafrank-k6e However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.
@@GeorgestraitStriat Oh please I’d love that. Thanks!.
@@Donnafrank-k6e Clementina Abate Russo is her name.
Lookup with her name on the webpage.
The S&P 500 moved 8.9% higher & then dipped, I am trying to anticipate the monthly performances. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas..
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
I self-managed but suffered heavy losses in 2022 so I knew I couldn't continue that routine. I consulted a fiduciary financial advisor & by restructuring and diversifying my $610k portfolio with dividend-paying stocks, ETFs, Mutual funds, I significantly boosted my portfolio, achieving an annualized gain of 35%.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Elisse Laparche Ewing 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.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
So how exactly can we guard against the coming financial reset for 2025? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
I agree, having the right plan is priceless. My portfolio is well-suited for any market and recently doubled since early last year. My CFP and I are aiming for a seven-figure goal, which might take another year to achieve.
wonderful ! thats what I want for myself, mind disclosing info of your advisor here? in dire need of guidance
Vivian Jean Wilhelm a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $400k portfolio is down by approximately 20 %, any recommendations to scale up my ROI before retirement will be highly appreciated.
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
Yes true, I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $98k every month so I’ve been sticking to investing via an Advisor.
which advisor do you use and are you making more than average returns?
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
thanks for this recommendation . I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.
Since I was born in 1960, 20% pullbacks have occurred 1973-74, 1980-82, 1987, 2001, 2008 and 2022. And this is going to occur once again soon? Interest rates coming down, AI super cycle, I’m all in!!!
Insider knowledge is the U.S. stock market was honest and actually predicted the economy 6 to 8 months in the future up to around the year 1993. Since then its been nothing but a thee ring circus sideshow based on absolutely nothing but the greater fool theory.
Why didn’t you include 2020?
@@doramar8776 my 2022 was supposed to be 2020. Fat fingers. No one can predict the stock market future but I was presenting the rare occurrence of a 20% pullback doesn’t happen all that often
Because it last 3 1/2 Weeks lol
You guys do realize that stocks can just keep going up forever right? When a company is profitable year in and year out they can spend all of their profits on buybacks and reduce the amount of shares in circulation. It drives up the share price and then when the price gets too high the stock splits. The cycle continues in perpetuity and eventually creates millionaires and billionaires.
You fail to realize there always has to be bagholders to sell to and the poor are getting poorer so eventually the rich will have no one to sell to and at that point in time they too will become the new poor.
So, yeah, companies that continue to be profitable will become more valuable over time. That's... obvious. Whether their stock rises and how much depends what they do with those profits, like... dividends will come at the expense of its stock value, but stock value isn't everything. Your whole share buyback and stock splitting is superfluous to that.
But in no way does that mean stocks as a whole can keep going up forever, and most companies aren't profitable at all times forever.
Are they gonna follow up to check if he is correct. Likely not.
Likely it will be at least twice as much as 26 percent down. At least 52 percent lower. Fair market value is around 85 percent lower judging by the entire history of the DOW Jones index. One has only to look at all the graphs and extrapolate from 1993 outward in time. The stock market has been nothing but a sideshow since 1993 so that point in time would be where to extrapolate the figures and draw the trendlines to today.
Stock market up 9%, then down by 25%, then up again by 23%. These "predicitons" are just mindless babble.
I can’t time the market, so if it drops, yeah portfolio takes a hit, but you keep investing and it will recover. And I have some diversity. I don’t have time or skill to be active investing and even the pros don’t have crystal ball.
The huge runup in gold tells you the smart money has left U.S. stocks completely.
I currently have a $280k stock portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and QQQ overlap too much to make sense holding both?
You might also follow a lots stocks across other industries. I'll advise you to work with a financial advisor who can assist you decide when is the best to buy and sell the shares or ETFs you want to acquire since you don't have to act on every forecast.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.
that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt
Sure. She's known as Sonia Nunes Demelo’. One of the finest portfolio managers in the field. She's widely recognized; you should look her up online.
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..
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.
there are tons of cool stocks in different industries to watch. You don't have to act on every forecast. I suggest teaming up with a financial advisor who can help you pick the right times to buy and sell the stocks or ETFs you're eyeing. They can give you some solid advice to make smart moves.
That's awesome to hear! Having a skilled advisor to guide your day-to-day investment decisions, especially with their expertise in long and short positions, risk management, and access to exclusive information, can really make a difference. It's no surprise you've seen such impressive returns, netting over 2.8 million in over 2 years. Keep up the great work with your advisor!
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ 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.
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services. Considering her résumé, she appears competent.
Wealthy people know that cash has lost at least 20% of its value in the last year.
Working stiffs getting 1% raises still think cash is king.
only 1% percent raises?
You must not have any skills
@@sociolocomtsac 1% is very typical in Canada, especially government union jobs. Real raises come from switching employers. Canada is becoming Argentina.
I've been hearing about a market crash every day since the lows of the 2008 great recession, yet the market has marched up and to the right over these past 15 years. If you look at a logarithmic chart of the S&P since the March 2009 low, you'll see what I'm talking about. If you had stayed on the sidelines during this period, you would have missed out on the greatest bull run in stock market history. Will this 15 year uptrend continue? Nobody knows, not even Barry Bannister. Even if he's right about a 26% crash next year, and I don't think he is, my prediction is that the market will probably recover quickly and then go on to make new all-time highs as it has done with every market downturn in history.
The 1929 downturn allowed you to get your money back in 1954. In 2000 you got your money back in 2013. It all depends when you start
How can I reallocate the $400k in my investment portfolio to capitalize on market volatility?
You should better diversify your portfolio to defensive assets. If you don’t have good experience you should consult with a fiduciary
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
Pls how can I reach this expert, I need someone to help me manage my portfolio
Victoria Louisa Saylor is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
*Victoria Louisa Saylor* 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..
This guy is an example of the thieves on wall street. He is telling you to place a short on the SP500 in 2025 while he goes with the bulls eating up your money.
Spending a few dollars to buy deep out of the money puts each month would be the best way to play it as the initial crash and the closures of the stock exchanges for 2 weeks to a month would reopen at least 50 percent lower after the initial crash. All those puts would come into the money. 26 percent is just a lowball ballpark figure not reflecting the overvaluations.
Why 26 and not 27.5
Close enough
also fully invested in market with 40% small caps, 25% international, 10% health care, 25% S&P but I cannot see myself holding it thru 2025. Buffet indicator is at 209%
One has to remember depending on the length of the bear all dividends right across the board could be cut wholesale.
Just a reminder that Barry Bannister the person from Stifel saying this also said back in 2023 that he thought stocks would struggle to gain ground in 2024 and had a 2024 outlook of s+p500 "topping" at 4650.... Yet here we are today at 6000.
With so few stocks driving up the latest rally and the majority of "traders" looking to "get rich quick" it's time to realize "you'll never go broke taking profits." Buffett is also selling! I'm still uncertain about mine!
The truth is that if you make the right picks, you could make killer riches very quickly, although such profit usually needs expertise, as in hedge funds or financial managers. I personally prefer the latter.
@@Angelavaldess You're right for near retirees and boomers. Investing is the best thing to do speaking from personal experience.
@@Angelavaldess You're right, I and a few Neighbors in Bel Air Area work with such advisor who prefers we DCA instead of a lump sum purchase, Following this, my portfolio grew 40% in this last quarter.
@@hullbruce I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
@@Higuannn I've stuck with ‘’Marissa Lynn Babula” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Mr. Market timer always gets it wrong
Fair market value must be at the bottom of a bottomless pit. A 26 percent pullback wouldn't even be deemed a correction even though it would be a bear market. Looking at all the stats the summer of '29 looked like a better time to buy stocks than today in America.
Thank you for spelling out the acronyms your guest keeps tossing out. CAPE, MMT, not terms I use every day.
If you pick any day this year and go back 365-days, I can tell 365 stories of great loss as well as great gains. Most would be of average gains.
From 2000 to 2013 no gain in stock market.
S&P 500 to rise 10% before plunging to 26% in 2025. I have been waiting all year for a bullseye prediction by this oracle. Now I know exactly what to do with my stock holdings.
I'd bet the BNN host don't own a single stock, and is living paycheck to paycheck.
Yet another crystal ball reader…
Same with every investment professional on here. I hope you know that markets can go down too
@@stevemelton4388 you don’t say …
@@stevemelton4388 Trump coming into office, Republican congress, and fed lowering interest rates. Im not betting against that
I think Stifel is just trying to get some free publicity. Anyone can come out and say anything. But to come out with this huge Stifel banner behind him tells me a lot.
Generative AI has already hit a barrier, which is that the models that are available have been trained on all available data. That means they can't get any better than they currently are. What's more, every time you utilize one of those models, the whole thing is activated, which means they use a tremendous amount of energy to give you relatively mediocre answers. On top of that, there's evidence to suggest that the models actually start to degrade over time as the inaccuracies that they present are Incorporated into the very data that they access and are trained on
Euphoria and Fear. When the Dow Index is falling, Walmart has plowed right through it. Been that way for years. Traders on A Seesaw running back and forth. Winning on both sides. Politics and Economic forecasts are just noise. MMT HAS NEVER BEEN A THEORY. Warren Mosler and Stephanie Kelton talk Buckaroos at Uni of MO Kansas City is just killin it. Stifel is a good firm, appreciate their take.
This dude is not very convincing
is it too late to get in NVIDIA?
If you need your cash next year, don’t be in stocks right now. With a 10+ year time horizon, a 20-25% correction is opportunity..
Gold is telling you the smart money has already moved completely out of stocks. Why search for breadcrumbs with the steamroller approaching?
Record $ In US total stock market
Record $ Coming from other parts of the world in Stock market
Record $ of Hedge funds invested in US total Stock market
Record $ On the sideline in the US buying up EVERY dip we have
China stimulus. #1 market China invest in ? The US
Who will stop this rally?
The adults have left the room.
“The market is gonna go higher, then lower.” What an absolute easy prediction to make, because the market will eventually go down lol
let it rise and fall as much as it wants, I'll buy more great stock and just keep getting my dividends.
Seems like this guy has some magic stick that tells him that it will go 10% above before plummeting to 26%. Come on man, are you serious 😂
That’s why you have cash ready to buy the sale
You know a guy is not legit when he talks 90% clichés.
Just to simplify. This guy projects a 15% decline over the next 12 months.
Either way there is opportunity. I keep cost averaging on proven winners who have survived through the tough times. Don't overthink it and don't get your emotions involved and it will be all good if you are a long term investor.
The moment he said gen ai wasn't revolutionary or a new innovation, i stopped the video😂
"AI is not revolutionary" ???? That's non-sense.
Bulls always call for higher and when they’re wrong they don’t apologize
better to be safe than sorry
Who is this nobody
lol How does this BEAR know?
This guy is saying AI is not revolutionary...lol.
66%
WOW, seems Stifel sucks, its chief strategist stupid, his understanding of AI is so low.
This guy is a loser. He is predicting both the rise and the fall. Where is my crystal ball
Stocks go both directions. Up and down
He knows the average person dies broke which means all those 401k's would be rendered virtually worthless like back in '29 crash that ushered in the Great Depression.
@@stevemelton4388 A ponzi goes straight up then straight down. Today's market is a pure 100 percent ponzi based on absolutely nothing but the greater fool theory. The initial crash will be at least 50 percent down not 26 percent.
That’s not going to happen now Trump is back!
Buddy doesnt know the power of Ai
June 16th 2025 is the crash day. Remember that Monday.
Wow…his comment on AI is so uninformed, sorry but borders on ignorance on the subject and what it is already doing to disrupt if not antiquated large swaths of the economy. He should look at the mass unemployment of animation, advertising, journalism…
Biden bounce followed by Trumpy Dump . BankTrump Calamity Dummy Don
"AI isn't new technology" lol this guy has no clue about anything
seltzers, grains of salt. LEARN TO USE actual information. Feeling.
We KNOW that humans, like other animals, are most intolerant of loss. How do you factor in actual behavior to your vagaries?
This guy seems to be a bear!😮 Talk crazy talk!🤡
Hahahahhaha
Ah ha! This guy finally tells it like it is!!!
I tell my grandson the DOW Jones index will coming back up to the 10,000 mark when he's my age. He understands.
O
gimme reason mr. attention-hog doom-sayer
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
@CarlosTheilmann Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ,,
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage..
@CarlosTheilmann *MARGARET MOLLI ALVEY* her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy..
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@YinusaSaheed Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
@@AlilatTiamiyu Oh please I’d love that. Thanks!
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.