As someone nearing retirement age in the next 10-15 years, I'm so glad I came across your RUclips channel and subscribed to Nanalyze. The Quantigence video's are my absolute fav's, as they have educated me immensely. Adding these stocks to my DCA strategy in my IRA's has been a gamechanger. Looks like there may be some Caterpillar trimming on the horizon as well! I would love to see a video on best dividend stocks that are not dividend aristocrats btw. It would be like sort of a preview of the next generation of dividend aristocrats (Costco, United Health, LRCX, etc).
Joe P. here. Couldn't be happier to read your feedback James! Going forward we'll try to split our video output evenly between dividend growth topics and disruptive growth topics. As a subscriber, you'll be happy to hear we're just about ready to release our "Quantigence calculator" which lets you browse all DGI stocks in our universe AND up-and-coming champions which will include all names that have increased dividends for 20 years or more. Some very interesting names in that list. We really appreciate the support!
Fascinating piece as always Joe! I find it incredibly hard to sell a stock and rebalance bcuz of the tax boogey-man! Any sources on rebalancing and its effects on shrinking portfolio values?? Do you use any sort of rebalancing rules in this regard?
Rebalancing doesn't create too many problems because it's typically a very very small percentage of total assets, at least in our case :) We did a paper that looked at using rebalancing over several decades and it showed that act of rebalancing generated alpha compared to not rebalancing and/or S&P 500 bog standard returns. As the video might have said (hopefully) we don't have fixed rules and they're rather loose at the moment. We'll look to tighten this up as research resources allow. Joe P.
Just found out that a large RUclips channel took money from POET to cover the stock. That's a very dangerous path to go down. People who do that throw their integrity out the window. This may turn into a very troubling trend. There are also indirect ways that influencers can be influenced. Bunch of them are being schmoozed by Palantir for all the pumping they do. Make no mistake. We have no interest in talking to publicly traded firms much less currying favors from them. Joe P.
@@Nanalyze I know of at least 2 channnels that POET paid.. I know this channel is on the up and up because I never hear "buy this stock and retire".. Was VERY happy with this channel when I heard the truth "It;s not about timing the market, it's about time in the market".. Thanks for beint there for us
@@leweezo33 You are most welcome. Our aim is to make people better investors. If we do that, they'll eventually open their wallets when they realize we've helped them in that respect.
Hi Joe, v interesting. Let's say you had a couple of stocks in your 30 stock portfolio that went though some major news events and a prolonged period of unusually high volatility. How often would you perform this 'rebalancing' process. Would you do it every day or week or month? Maybe your percentage rules repeatedly get met by a bunch of different stocks in quick succession. Do you immediately trim on the day that happens, even if you're trimming every day? Or do you soak up that growth and rebalance once it seems to stabilise?
This is a great question @shoelessjoe428. You mentioned "news events and a prolonged period of volatility." The nice thing about these companies is that they're mostly so stable you don't see short-term volatility. To put this in perspective, we alert our paying subscribers when a stock in our DGI portfolio drops 15% or more. That happened once if I can recall for ADM (I think that was largely a temporary setback). Rebalancing isn't something we actively do unless a stock goes above 5% and then continues running anything breaching 6% is an actionable trim when seen. As the video says, we'll look at things every two weeks or so and act very slowly. You can make these rules as loose or as tight as you like. Right now they're loose on our side because more research is needed before we start rigidly following some set of rules. Long story short, these are not volatile stocks so you can move like molasses and not miss much. Best of all, you always sleep well at night. Joe P.
Hey man, unrelated to the video but Im a student, soon-to-graduate with a MSc in physics and CS and getting as much internship experience in multiple companies from startup to large corporations, and your videos are really helping me. I used to stay away from investments and markets after seeing my friends lose it all, but your videos really provide sound arguments and advices and overall I like the rational stress-free approaches to personal finances. They also help me narrow down what industry is worth working for or even eventually start a company in. Still havent put money in the markets as I still dont know much about economy and finances but you made me at least consider this as an option again. Thanks for your work 👍
Thank you for taking the time to articulate a very kind message regarding our content. We always focus on helping people become better investors which is why we always push people towards "safe" alternatives such as the simple three-fund portfolio described here (ruclips.net/video/1LYR3hD8VFA/видео.html). For those who prefer to manage their money more actively then we can help with that too by doing a lot of the research that enables them to make more informed investment decisions. You're very welcome and we'll keep it up! Joe P.
And great job on your academic achievements. That's exactly where you need to be. Taking hard subjects and proving your intellectual horsepower to future employers.
Hey Joe, this may be a dumb question but I’m thinking about buying CCL Industries shares. I’m doing my research now but wanted to confirm the ADR symbol is “CCDBF”
A cursory look shows that appears to be the case. Looked at Pink Sheets .com to verify. There are a few types of listings. We've looked at this before in past pieces. Joe P.
I fully do not believe in selling losers and letting winners ride. I believe in being so extremely picky when putting a portion of a portfolio in a specific company that you’re still comfortable *buying* when the price goes down. Letting my winners ride? That maybe I could get better at.
Most people buy a stock and then think it's bad if it goes down. No, that's a good thing, because now you can add more shares at a discount. Only works with quality companies and even then don't get overexposed to any single one stock because of company-specific risk.
@@Nanalyze yup. Example of it working well for me is google. I started buying too early but was still buying at 90 per share. Example of it not going well for me is lithium miners. I bought on the way down so much that I now really shouldn’t further increase the portion of my portfolio in lithium, even tho I believe this year to be a good year to add exposure there. It’s near the cost of production, putting a floor under price. (If price goes lower, producers produce less, making price go higher.)
We think the vast majority of retail investors will - over a sufficient period of time - have their asses handed to them in the options market so it's not something we dabble in or encourage at all. Covered here: ruclips.net/video/rqp0yy_pr6s/видео.html
@@Nanalyzehave you ever looked at Nextracker (NXT) solar company? I'm not nearly as good as you are at investigating companies and I feel like I am missing something. It's got a P/E around 11 and is growing 50% YoY I think 20%+ projected for next year IIRC. They are a picks and shovels solar company that makes solar more efficient through various innovative patents. I was wondering if you were interested in looking at this company? I know you take requests for $ but I don't have any funds to spare this month, but if you happen to want to take a look pro-bono, I think its an interesting company worth a look. I have a feeling they are getting a major discount because 1) their trailing 12 month Financials and stock price isn't on the Google front page for whatever reason despite having a 5b+ market cap (which is about the extent of the average retailer's DD) and 2) I think they've erroneously been brought down with the rest of the solar sector due to them being bundled in solar ETFs and things like that. Not trying to cheerlead here (I don't even own shares of the company) just think it's an interesting company and I'm sure there's a massive bear case I am missing and I know you to be a very objective person. Appreciate your vids bro.
You need to be subscribed to this channel before reading the below comments. Sorry, we don't make the rules.👮
ruclips.net/user/nanalyze
As someone nearing retirement age in the next 10-15 years, I'm so glad I came across your RUclips channel and subscribed to Nanalyze. The Quantigence video's are my absolute fav's, as they have educated me immensely. Adding these stocks to my DCA strategy in my IRA's has been a gamechanger. Looks like there may be some Caterpillar trimming on the horizon as well! I would love to see a video on best dividend stocks that are not dividend aristocrats btw. It would be like sort of a preview of the next generation of dividend aristocrats (Costco, United Health, LRCX, etc).
Joe P. here. Couldn't be happier to read your feedback James! Going forward we'll try to split our video output evenly between dividend growth topics and disruptive growth topics. As a subscriber, you'll be happy to hear we're just about ready to release our "Quantigence calculator" which lets you browse all DGI stocks in our universe AND up-and-coming champions which will include all names that have increased dividends for 20 years or more. Some very interesting names in that list. We really appreciate the support!
Fascinating piece as always Joe! I find it incredibly hard to sell a stock and rebalance bcuz of the tax boogey-man!
Any sources on rebalancing and its effects on shrinking portfolio values?? Do you use any sort of rebalancing rules in this regard?
Rebalancing doesn't create too many problems because it's typically a very very small percentage of total assets, at least in our case :) We did a paper that looked at using rebalancing over several decades and it showed that act of rebalancing generated alpha compared to not rebalancing and/or S&P 500 bog standard returns. As the video might have said (hopefully) we don't have fixed rules and they're rather loose at the moment. We'll look to tighten this up as research resources allow. Joe P.
You must have not received the memo that youtubers were supposed to pump POET this week. :).. Thanks for the vid.. This makes total sense
Just found out that a large RUclips channel took money from POET to cover the stock. That's a very dangerous path to go down. People who do that throw their integrity out the window.
This may turn into a very troubling trend. There are also indirect ways that influencers can be influenced. Bunch of them are being schmoozed by Palantir for all the pumping they do.
Make no mistake. We have no interest in talking to publicly traded firms much less currying favors from them. Joe P.
@@Nanalyze I know of at least 2 channnels that POET paid.. I know this channel is on the up and up because I never hear "buy this stock and retire".. Was VERY happy with this channel when I heard the truth "It;s not about timing the market, it's about time in the market".. Thanks for beint there for us
@@leweezo33 You are most welcome. Our aim is to make people better investors. If we do that, they'll eventually open their wallets when they realize we've helped them in that respect.
Hi Joe, v interesting. Let's say you had a couple of stocks in your 30 stock portfolio that went though some major news events and a prolonged period of unusually high volatility. How often would you perform this 'rebalancing' process. Would you do it every day or week or month? Maybe your percentage rules repeatedly get met by a bunch of different stocks in quick succession. Do you immediately trim on the day that happens, even if you're trimming every day? Or do you soak up that growth and rebalance once it seems to stabilise?
This is a great question @shoelessjoe428. You mentioned "news events and a prolonged period of volatility." The nice thing about these companies is that they're mostly so stable you don't see short-term volatility. To put this in perspective, we alert our paying subscribers when a stock in our DGI portfolio drops 15% or more. That happened once if I can recall for ADM (I think that was largely a temporary setback). Rebalancing isn't something we actively do unless a stock goes above 5% and then continues running anything breaching 6% is an actionable trim when seen. As the video says, we'll look at things every two weeks or so and act very slowly. You can make these rules as loose or as tight as you like. Right now they're loose on our side because more research is needed before we start rigidly following some set of rules. Long story short, these are not volatile stocks so you can move like molasses and not miss much. Best of all, you always sleep well at night. Joe P.
Hey man, unrelated to the video but Im a student, soon-to-graduate with a MSc in physics and CS and getting as much internship experience in multiple companies from startup to large corporations, and your videos are really helping me.
I used to stay away from investments and markets after seeing my friends lose it all, but your videos really provide sound arguments and advices and overall I like the rational stress-free approaches to personal finances. They also help me narrow down what industry is worth working for or even eventually start a company in. Still havent put money in the markets as I still dont know much about economy and finances but you made me at least consider this as an option again. Thanks for your work 👍
Thank you for taking the time to articulate a very kind message regarding our content. We always focus on helping people become better investors which is why we always push people towards "safe" alternatives such as the simple three-fund portfolio described here (ruclips.net/video/1LYR3hD8VFA/видео.html). For those who prefer to manage their money more actively then we can help with that too by doing a lot of the research that enables them to make more informed investment decisions. You're very welcome and we'll keep it up! Joe P.
And great job on your academic achievements. That's exactly where you need to be. Taking hard subjects and proving your intellectual horsepower to future employers.
Hey Joe, this may be a dumb question but I’m thinking about buying CCL Industries shares. I’m doing my research now but wanted to confirm the ADR symbol is “CCDBF”
A cursory look shows that appears to be the case. Looked at Pink Sheets .com to verify. There are a few types of listings. We've looked at this before in past pieces. Joe P.
@@Nanalyze thanks!
I fully do not believe in selling losers and letting winners ride.
I believe in being so extremely picky when putting a portion of a portfolio in a specific company that you’re still comfortable *buying* when the price goes down.
Letting my winners ride? That maybe I could get better at.
Most people buy a stock and then think it's bad if it goes down. No, that's a good thing, because now you can add more shares at a discount. Only works with quality companies and even then don't get overexposed to any single one stock because of company-specific risk.
@@Nanalyze yup. Example of it working well for me is google. I started buying too early but was still buying at 90 per share. Example of it not going well for me is lithium miners. I bought on the way down so much that I now really shouldn’t further increase the portion of my portfolio in lithium, even tho I believe this year to be a good year to add exposure there. It’s near the cost of production, putting a floor under price. (If price goes lower, producers produce less, making price go higher.)
@@SigFigNewton Commodity miners can be risky business and they usually don't go where the market expects them to
@@Nanalyze “different than where the market expects”
Yup. the market being super negative about lithium is why I’m bullish
Do you only ever buy shares or do you ever employ an options strategy as well??
We think the vast majority of retail investors will - over a sufficient period of time - have their asses handed to them in the options market so it's not something we dabble in or encourage at all. Covered here: ruclips.net/video/rqp0yy_pr6s/видео.html
@Nanalyze would have to agree with you on that one lol
@@Nanalyzehave you ever looked at Nextracker (NXT) solar company? I'm not nearly as good as you are at investigating companies and I feel like I am missing something. It's got a P/E around 11 and is growing 50% YoY I think 20%+ projected for next year IIRC. They are a picks and shovels solar company that makes solar more efficient through various innovative patents.
I was wondering if you were interested in looking at this company? I know you take requests for $ but I don't have any funds to spare this month, but if you happen to want to take a look pro-bono, I think its an interesting company worth a look. I have a feeling they are getting a major discount because 1) their trailing 12 month Financials and stock price isn't on the Google front page for whatever reason despite having a 5b+ market cap (which is about the extent of the average retailer's DD) and 2) I think they've erroneously been brought down with the rest of the solar sector due to them being bundled in solar ETFs and things like that.
Not trying to cheerlead here (I don't even own shares of the company) just think it's an interesting company and I'm sure there's a massive bear case I am missing and I know you to be a very objective person. Appreciate your vids bro.
I love your thinking, dude.
Glad you enjoyed the piece!
Thank you for the analysis
You're most welcome!
If I had liquid funds to add to my investing account, I'd be buying BN hand over fist.
If it's not a dividend champion then it wouldn't be on our radar.
Yeah, they gotta share that profit with my money or I’m passing too.
Video title made me laugh
You got to confuse em a bit so they click. ;) It's all true though.