My Personal Stock Portfolio in Late 2024

Поделиться
HTML-код
  • Опубликовано: 23 сен 2024

Комментарии • 118

  • @brooms4142
    @brooms4142 17 часов назад +124

    My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I’m currently liquidating some of these positions to incorporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

    • @M.Morgan
      @M.Morgan 17 часов назад +2

      I would advise the counsel of a seasoned financial pro. It may seem expensive, but as the old saying goes - "you get what you pay for" "Expert solutions require Expert providers" - my mantra

    • @heatherholdings
      @heatherholdings 17 часов назад +3

      Nothing beats expertise in my honest opinion. Despite my rookie knowledge of investing, I've avoided terrible mistakes since early last year, netting almost quarter mil so far, simply cos I know enough to seek expert counsel amid uncertainty.

    • @sirgentguy
      @sirgentguy 17 часов назад

      @@heatherholdings impressive gains! can you share more info please? who is your advisor if you dont mind me asking?

    • @Mary-Flint
      @Mary-Flint 17 часов назад +2

      impressive gains! could you be kind enough with details of your advisor please? in dire need of proper asset allocation

    • @heatherholdings
      @heatherholdings 17 часов назад +4

      Can't divulge much, I delegate my excesses to someone of great expertise ''Karen Lynne Chess'' preferably you can look up the name on the web, her qualifications speak for itself.

  • @DeannaPeters-lz8we
    @DeannaPeters-lz8we 5 часов назад +73

    Hit 310k last week, lost over 14k today, Nvidia won't make a good run too the upside till mid October...I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...

    • @dogmom-pt5we
      @dogmom-pt5we 5 часов назад +3

      If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.

    • @Andreallln
      @Andreallln 5 часов назад +1

      @@dogmom-pt5we I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

    • @EvanLiam-w9s
      @EvanLiam-w9s 5 часов назад +2

      @@Andreallln
      i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

    • @Andreallln
      @Andreallln 5 часов назад +2

      @@EvanLiam-w9s Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @EvanLiam-w9s
      @EvanLiam-w9s 5 часов назад +1

      @@Andreallln I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @SlowrideHome91
    @SlowrideHome91 17 часов назад +88

    So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.

    • @NO-TIME170
      @NO-TIME170 17 часов назад +2

      Adding META and SOUN are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a financial advisor can help streamline your strategy.

    • @AddilynTuffin
      @AddilynTuffin 17 часов назад +1

      Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 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.

    • @AGNESCHANG-u9h
      @AGNESCHANG-u9h 17 часов назад +1

      @@AddilynTuffin Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?

    • @AddilynTuffin
      @AddilynTuffin 17 часов назад +2

      Sure you can! Victoria Louisa Saylor is the NY-based advisor I work with. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @AGNESCHANG-u9h
      @AGNESCHANG-u9h 17 часов назад

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @AustinWalker635
    @AustinWalker635 10 часов назад +38

    I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Nicole Miller.

    • @RobertHillman137
      @RobertHillman137 10 часов назад

      I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimonies on CNBC news last week..

    • @DapperLatino
      @DapperLatino 10 часов назад

      Nicole Miller strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started

    • @GraceMatt350
      @GraceMatt350 10 часов назад

      Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading.

    • @EdwardHarris473
      @EdwardHarris473 10 часов назад

      As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @CraigJames288
      @CraigJames288 10 часов назад

      The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.

  • @EinsteinJerry
    @EinsteinJerry 22 часа назад +48

    I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Brooke Miller.

    • @CaterinaDaniella
      @CaterinaDaniella 21 час назад +1

      Woah for real? I'm so excited. Brooke Miller strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started

    • @sole27ore
      @sole27ore 21 час назад

      The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

    • @HighlightsSerieATIM
      @HighlightsSerieATIM 21 час назад

      Their
      ...services are very genius and experienced in the market for over a decade and counting, they changed my life from a poor plumber to a better and middle class family man with 2kids.

    • @JohnKenneth-f7w
      @JohnKenneth-f7w 21 час назад

      I'm new at this, please how can I reach her?

    • @GertonTootle
      @GertonTootle 21 час назад

      I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

  • @slowspanishshow
    @slowspanishshow День назад +3

    Thanks for all your hardwork and transparency.

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад

      No problem! Thank you for the nice comment and support! 😊

  • @Jay3rd313
    @Jay3rd313 День назад +9

    Great video, but 44 stocks is a ton. You have some great entries on your stocks but I couldn’t imagine staying on top of that many positions I currently have 11 stocks and that’s enough work as it is 😂

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад +1

      😅 I agree it's a lot to handle, but I really enjoy it

    • @SeanNMathis85
      @SeanNMathis85 5 часов назад

      Stick to what you are doing! 44 stocks is ridiculous. Not a smart play

  • @TheHobbyShop1
    @TheHobbyShop1 День назад +1

    Great video. I have to say you got a lot to manage with that many stocks but then again you appear to enjoy it. 👍🏼

    • @AlesWorldofStocks
      @AlesWorldofStocks  14 часов назад

      Yep! I definitely have a passion for it. Thanks for the comment 🙂

  • @smarteuropeaninvestors9799
    @smarteuropeaninvestors9799 23 часа назад +1

    I knew something big was coming! Thanks Ale! 🎉

  • @giuseppesanta2886
    @giuseppesanta2886 6 часов назад

    Hey Ale! Love your videos and really appreciate the trasparency on this one!

  • @ralphsaldivar3398
    @ralphsaldivar3398 18 часов назад +1

    Thx 4 sharing 🙏🏽. Finally somebody else with $GM. They went as low as $27-29 a year ago but bounced back. Made nice profits there 🤑. Small dividend stock too 🤙🏽

    • @AlesWorldofStocks
      @AlesWorldofStocks  14 часов назад

      You're welcome! And thanks for the comment, nice to see another GM bull 😅

  • @robertoc.j.5563
    @robertoc.j.5563 День назад +1

    $EL might be a good addition at current levels for Dividends + potential rebound. I just started a position on it and planning to increase it if continue to go down.

  • @tacitregular2852
    @tacitregular2852 19 часов назад

    44 holdings is crazy. Hopefully it isn’t too much work to keep up with all of those 👍

  • @MilosevicOgnjan
    @MilosevicOgnjan 19 часов назад +3

    Man 44 stocks... You are an ETF. I used to have 15, and reduced to just 7 stocks I have the highest conviction in. Much better performance that way and more focus on following all of them closely.

  • @JWSpaceX
    @JWSpaceX День назад +4

    Diversification = Diworsification

  • @TerryCollinsP31Lifestyle
    @TerryCollinsP31Lifestyle День назад +1

    Hi Ale
    Thanks for this video

  • @robertclarkson6064
    @robertclarkson6064 6 часов назад

    Great job. And thanks for sharing. 💪

  • @Sisyphusmyth1993
    @Sisyphusmyth1993 День назад +1

    Ulta Beauty, Cheniere Energy Inc, Paypal ... Except these, I own the majority of what you own Ale.

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад +1

      Thank you for sharing! I also have PayPal in the Community Portfolio 😊

  • @diericklopez6811
    @diericklopez6811 День назад

    Can you help me learn calculate your current yield? I think this would be a good educational video idea,

  • @Patriciabanks5
    @Patriciabanks5 7 часов назад +3

    AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.

    • @phillogan1
      @phillogan1 7 часов назад +3

      you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

    • @Johnlarry12
      @Johnlarry12 7 часов назад +2

      Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.

    • @frankbarnes22
      @frankbarnes22 7 часов назад +2

      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?

    • @Johnlarry12
      @Johnlarry12 7 часов назад +2

      Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @frankbarnes22
      @frankbarnes22 7 часов назад +2

      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.

  • @RyanBlockb5
    @RyanBlockb5 23 часа назад

    I need to slim down on my stocks.

  • @eugeniooliveira-j6q
    @eugeniooliveira-j6q День назад +1

    Very good video. It’s really an interesting and diversified portafolio. Looks great for the long term. I would increase Nvidia minimum to a 10% of the portfolio. I think It’s the easiest 2X in less than two years. Thank you for sharing!

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад

      Thank you my friend!! 😊 I'm also very bullish on Nvidia too

    • @sepehrjafari752
      @sepehrjafari752 15 часов назад

      What is your all time return and this year?​@AlesWorldofStocks

  • @AndrewMikel-js7qb
    @AndrewMikel-js7qb 17 часов назад +16

    Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️

    • @ZerriJoseph
      @ZerriJoseph 17 часов назад

      I'm 37 and have been looking for ways to be successful, please how??

    • @AndrewMikel-js7qb
      @AndrewMikel-js7qb 17 часов назад

      Sure, the investment-advisor that guides me is..

    • @AndrewMikel-js7qb
      @AndrewMikel-js7qb 17 часов назад

      Elizabeth stark

    • @chesterstanley8487
      @chesterstanley8487 17 часов назад

      Same, I met Elizabeth stark last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Elizabeth stark

    • @UkpeneJoseph
      @UkpeneJoseph 17 часов назад

      Her services is the best, I got a brand new Lambo last week and paid off my mortgage loan thanks to her wonderful services!

  • @stockjock1222
    @stockjock1222 День назад

    Kinda surprising not to see any energy or utility stocks in your portfolio! No Realty Income either? Lol
    I'm envious of your cost on $BABA since I lump sum invested at $145, which I thought was a steal at the time...3 years ago 😖.
    Congrats on your investing success. Impressive gains!

  • @HOC242
    @HOC242 38 минут назад

    😮, that a lot of brokers, sounds like you need a spreadsheet..😂

  • @LucianoKnies
    @LucianoKnies 20 часов назад

    Thanks for sharing

  • @ThailandTerry2024
    @ThailandTerry2024 День назад

    Why the multiple brokerage accounts, I don’t understand? Someone please explain the purpose or the positives or negatives of using multiple brokerages …

    • @robertoc.j.5563
      @robertoc.j.5563 День назад

      @@ThailandTerry2024 I like to have all my brokerage accounts in SoFi since is my main day to day bank.
      However, some people like to take advantage of the welcome bonuses of different brokerages. If you have very large $ portfolios you might consider diversifying brokerage too just in case but it is not a big deal. It's similar to having accounts on different retail banks for your money.
      If you use margin that could be a factor too. You might want to have a portfolio in a low interest margin brokerage.

    • @ArmwrestlingLokomotiv96
      @ArmwrestlingLokomotiv96 День назад +1

      The main difference is in fees (depending on the assets you invest in)

    • @ThailandTerry2024
      @ThailandTerry2024 День назад +1

      @@ArmwrestlingLokomotiv96
      Ok, I understand now. Thanks for answering my question …

  • @marcelusifonlaja5567
    @marcelusifonlaja5567 15 часов назад

    How the hell does BMY tap a 172% payout ratio 😂

  • @philipperichoux3460
    @philipperichoux3460 День назад

    What do you think about SMCI ?

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад

      I like SMCI, I just added it to the Community Portfolio 🙂

  • @tmilsted
    @tmilsted 11 часов назад

    44 Stocks!? Just buy the S&P500 man...

  • @michaelpark1764
    @michaelpark1764 День назад

    tdoc is my biggest loser down 70%

    • @RyanBlockb5
      @RyanBlockb5 23 часа назад

      Do you believe in the stock? Are you still buying?

  • @vladislavlindgren2193
    @vladislavlindgren2193 День назад

    Why even bother when you still loose to s&p500

    • @AlesWorldofStocks
      @AlesWorldofStocks  День назад +1

      I've sold stocks for wayyyy higher profits than the SP500, and I also collect much higher dividends too. Which I've shown in many videos in the past

    • @giorgimuchaidze4262
      @giorgimuchaidze4262 День назад

      ​@@AlesWorldofStocks very good, congrats Ale! pls show what was an annual overall gain for this portfolio vs S&P500

  • @philipperichoux3460
    @philipperichoux3460 День назад

    Symbotic and Uipath to buy?

  • @tenpattt777
    @tenpattt777 11 часов назад

    ❤❤❤❤🎉🎉🎉🎉