Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
i've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
ASHLEY GARNER ABBOTT 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 bought Newgen Software, Affle India, PG electroplast, Sona BLW, Tata motors, ICICI Bank, In Q1 of 2024 After watching one of your videos when my portfolio began to decline. Thanks for the education.
@@Angelavaldess Thanks but I invest using a market expert after Joseph advised in one of his videos. My advisor prefers i invest in companies with strong cash flow. You should reach out to one if you do not know how to go about it.
Thanks but I invest using a market expert after Joseph advised in one of his videos. My advisor prefers i invest in companies with strong cash flow. You should reach out to one if you do not know how to go about it.
Marissa Lynn Babula is a hot topic among financial elitist in The US. She's gained some reputation for her works during Covid. All the info. you need to set up an appointment is on her web page.
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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 started my 100k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is up! and VUG is doing even better. This year, I've tried to add some more assets but unfortunately facing a decline.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
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.
I have entrusted a fiduciary with my investment decisions because of this. Many people undervalue counsel until feelings cause them to lose money. My advisor created a customised plan that guided my entry and exit points for the stocks I concentrate on and was in line with my long-term objectives. My portfolio has increased to almost $850,000 as a result. So far, my personal best
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 10years, I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure and that's fine by me.
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging and I could really use some guide, but are they really that effective though?
I’ve got $100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year.
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
With markets tumbling, inflation soaring, the Federal Reserve implementing significant interest rate hikes, and treasury yields rising rapidly, portfolios are seeing considerable losses this quarter.... I’m at a crossroads, debating whether to liquidate my $125K bond and stock portfolio. How can I navigate and potentially profit in 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.
I’m considering rebalancing my $900k portfolios, So I'm curious about the best strategies to sell and buy stocks for my portfolio to hedge against market downturns and generate profits. Is it still a good time to buy?
The key to achieving substantial returns isn’t chasing big-moving stocks; it’s about managing risk relative to reward. Position sizing is crucial, and consistently applying your edge as often as needed to reach your goals. This principle applies to everything from long-term investing to day trading.
This is why I entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with "Laurel Ann Watkins" for years and highly recommend her. Look her up to see if she meets your criteria.
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thanks
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 3 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 3 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@@williamDonaldson432 Yeah, sometimes the smoke hides the reality. Anyway, any chance you could recommend who your financial advisor is? I have to ride the tide, too.
Finding financial advisors like Annette Marie Holt 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.
My primary concern is how to grow my reserve of $300k which has been sitting duck since forever with zero to no gains, sure I know the risks of short term gains are much greater but if well managed one'd make a killing, am I wrong?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Credits goes to "Mary Elizabeth Fugelsang" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.
Nobody knows anything; You need to create your process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
@@FarukStingl 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 seven years, she has helped me find stocks that have performed 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
@@TerrencesSheldons The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
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.
Having an lnvestment adviser is the best way to go about the market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I nettd over $220K so far, that made it clear there's more to the market that we avg joes don't know
I have a female advisor named Eleanor Bonnici Deskin. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
Although the market is currently volatile, aren't the current valuations a result of the Federal Reserve's monetary policy and low interest rates? Therefore, my recommendation is that you consult a financial advisor who can give you entry and exit points for the shares that you are interested in.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
My CFA Vivian Jean Wilhelm, 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.
Initially, REITs investing in healthcare seemed like a solid choice, especially with aging populations. However, experiencing a significant -40% loss equating to around $160k has left me questioning whether to sell or continue holding.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $500k in a little over a year, my adviser chooses entry and exit orders.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
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?.
*''TRUDY ELIZABETH STOUFFER’'* 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 feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify investments. By 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.
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I hope I make profits.
You are right. The best approach I feel is to diversify investments- by spreading investments across different asset classes like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
@@mariaguerrero08How 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?
@@mariaguerrero08How 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?
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 incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
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.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Big Tech stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
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.
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 Q1 2025.
''Amy Desiree Irish'' 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 appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
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.
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!
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!
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
My CFA Melissa Terri Swayne, 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'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
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.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points>.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, 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.
I invested in a few of these but my portfolio is down 20%, with losses over $150k, and buying more isn’t an option. I’d appreciate any advice on boosting returns to break even. I am losing my mind
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.
My CFA is Victoria Louisa Saylor, 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 market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I wish they taught investing at school level. There is so much advantage to doing this! My biggest regret is that I started so late. And still not good at it, I think at this point i need help
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@@EbrahamAljalil I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs
I am holding a cash position of 300k. I know a dip is supposed to be the buying opportunity in this recession, thus my question - what are the best stocks to dive into as of now?
the hottest stocks in recent years have been in the technology and communication industries, most investors find it easier with advisor aid to build a balanced growth portfolio, perhaps you can use that route
this is awesome! who is the professional guiding you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow
glad to have stumbled upon this, curiously inputted Karen Lynne Chess on the web, easily spotted her consulting page and was able to schedule a call session. Ive seen commentary about advisers but not one looks this phenomenal
As November 5 draws near, campaign commercials, news coverage, and heated social media posts are not the only things stressing me out. I have roughly $600k invested in the markets but with much uncertainty, I'm under pressure if I should sell off or not.
I'm in line with advisory services. Over 50 years of data reveals that those who work with experts earn more than those who do it alone. I've been fortunate enough to utilize an advisor for 4years now, resulting in a 7 figure portfolio after 100s of thousands invested.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor...mind sharing info of the professional guiding you please?
I have worked with a few financial advisors before now but i ultimately settled for Sonia Nunes Demelo. She is SEC regulated and licensed in US. You can easily look her up
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. I invest in the market, but never put all my money in market.
The hottest stocks in recent years have been in the technology and communication industries, most investors find it easier to build their portfolios utilizing a financial advisor, perhaps you can do the same
You're right. I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 15% NVDA, 15% APPL, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my financial advisor. This has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
who is the professional guiding you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow
Glen Howard Chester... has always been on the top of my list..He is regarded as a genius in his area and well knowledgeable about financial markets. I highly recommend you look him up if you want excellent collaboration.
Thank you for sharing this. I took the time to Google the individual you mentioned, and after reviewing his resume, it is evident that he is a seasoned professional. I have reached out to him and am eagerly awaiting his response.
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
I'm just starting to invest, and honestly, I keep hearing so many mixed opinions about asset allocation. Some people swear by ETFs and index funds because of the broad market exposure, but others mention how underperforming stocks within them could dilute returns from stronger performers like palantir and nvidia. It’s got me wondering, should I be more selective with my choices, now? Especially since, almost as soon as I got started, I saw them mirror the market dips way too closely. I’m focused on hitting financial independence early and I’m not sure if being selective is smarter now, or if I’m just overthinking this
I’m nearing retirement myself, and I had similar concerns. I started investing later than most, and just relying on ETF compounding wasn’t cutting it for me. After working with a financial advisor, I managed to restructure my investments and am now on track to retire with around $4 million. If I hadn’t sought advice, I doubt I’d be as confident in my plan right now
I usually steer clear of recommending specific people because financial needs are so personal. But I can say that working with Emily Ava Milligan has made a world of difference for me. I noticed her strategies are tailored to fit personal goals and make sense for different needs. It might be worth exploring to see if her approach resonates with you
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 B. Richards, 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 the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon
I’ve always been an advocate of investing because it has paid off handsomely since I decided to dabble in it. I've seen my net worth grow exponentially over the past 2 years.
It's totally far from luck. My IA, Herman Jonas has consistently outperformed the market ever since I got on his program. He has continued to put my money to good use in the market making me optimal returns of over 91k
I'm new to the investing space and would love to use some pro help as I don't want to lose my money to the market. Is he taking on new clients? How can I reach him?
For those moving cash from money market to other assets given the Fed pivot, what are some income-producing assets (not physical real estate) that you are prioritizing over the next year to offset your loss in income?
Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as
Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 75k cash earning 4% interest, 685k in roth ira, 120k in 401k, Gold and silver bars. age is 58. My advisr helped me realign my portfolio to my risk tolerance and it boomed shortly.
Impressive video coverage with trading, technical analysis skills alone are not enough; discipline and emotional maturity are also crucial for success. The saying "time in the market vs. timing the market" is a good mindset to have during market fluctuations. Thanks to Eugenia Eiland’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Keep it up!
This reference seems valid.. Just looked up her full name on my browser and found her webpage without sweat, over 15 years of experience is certainly striking! very much appreciate this.
The beauty of Eugenia Eiland ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Without a doubt! Eugenia Eiland is a trader who goes above and beyond. he has an exceptional skill for analyzing market movements and spotting profitable opportunities. His strategies are meticulously crafted based on thorough research and years of practical experience.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
*Thank you for your video mate…. Since working with Bianca Lindsey, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!*
Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Bianca, and her helpful guides.
I value your perspective and content .Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher .
Nice video coverage keeping up with current trends and strategies can help traders stay ahead of the curve and make informed decisions, It is important for beginners in trading and investing to understand that success in these fields requires technical analysis, emotional maturity, and self-discipline. Thanks to steve michael steele insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead
Before i encountered steve michael steele, I was losing trades but his expertise in technical analysis, coupled with his effective risk management strategies, has helped me navigate the volatile market with confidence.
Thank you for sharing this valuable information. It will be especially beneficial for young investors with limited knowledge of how the market operates. Your concern is much appreciated.
The average stock in my portfolio has been cut in half, and the only way to make money this year has been to either short or to trade long in very short time frames. I'm still at a crossroads deciding if to liquidate my dipping $117k stock portfolio, what’s the best way to take advantage of this market?
It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor.
I agree, having a financial - advisor for investing is genius! Not long ago amidst the pandemic crash in March 2020, I was really having investing nightmare prior touching base with advisor. In a nutshell, i've accrued over $550k with the help of my advisor from an initial $120k investment thus far.
'Carol Vivian Constable, 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.
Great picks in the video! It's interesting how some stocks really stand the test of time. I've recently started exploring the crypto market with a low-risk strategy I picked up from a trader I started following.
Hey there! I'm just starting out too. Any pointers on where to find reliable info about this low-risk approach? Always looking to learn from experienced folks in the field.
I've been following his method for a few months now. It's refreshingly simple and has given me consistent returns. Perfect for us retirees looking for steady income.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
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
Investing is overrated. Just read "Forbidden Laws of Wealth" by Victor Hayes and I can’t believe it’s so underrated. Methods in this book are next level, it needs more attention!
We might be more concerned about paying off our mortgage if it were larger (or if our jobs weren't as secure), but right now, investing offers a better return. Bloomberg and other finance media have been documenting stories of people making over $250k in a couple months.
Invest if you actually want to be wealthy. However, you should get guidance from a financial advisor if you want to create a successful long-term plan….
You're wasting valuable time when you're trying to clear your mortgage. I'm not the only one who realizes this,I started investing sometime in 2018 and by late 2021, I pulled a profit of over 400% in my portfolio. I was basically just following the guidelines set by the financial advisor I use.
Could you share how I can reach out to them? I've recently sold my condo in Alabama and I'm interested in investing in stocks, I'm just seeking proper guidance.
I've stuck with ‘’Melissa Elise Robinson ” for about 7 years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
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.
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.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.
Good day all👍🏻 from Australia 🇦🇺. I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?
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 Brooke Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
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
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
@@Lourd-Bab 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.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
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
Thanks for the analysis, some interesting points made. I like COST and SPGI too, but right now their PE ratios are sky high compared to projected growth and think there is risk purchasing them right now. Curious why AMZN is not on your list?
Joseph do you even sleep man? This cadence is impressive. I don’t think anyone else in the finance community is able to keep up with the quality and quantity of videos you are producing. You’re like the businesses you invest in. A dominant, wide moat content creator with a high quality product/service. Outstanding my man.
I was thinking the same! 😄 And he has a family with kids, too. I can barely manage a few investments and a job with just one child! Joseph should definitely make a video on how to stay focused and organized-haha
@@theegress3131 I’m glad we agree on this now my question to you is too you know any other creator that’s in the same field with genuinely good analysis and thinking like this
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Finding financial advisors like Stacy Lynn Staples 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.
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time
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
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
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.
Thank you for sharing, I must say, Carol appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
QQQM is the random 100 most expensive by market cap NASDAQ companies, and you are betting on the fact that expensive companies make the most money. I would switch my QQQM to VOO if i were you
@@EuEndo I’m going to keep it for the tech side and for covered option premiums when I switch it to the regular QQQ I just have it right now in QQQM as place holder. Overall can’t go wrong with either but most my gains are from QQQM.
I am a frequent user of Qualtrim, as anyone should be. ASML has a unique setup with low FCF and High Debt with equivalent cash on hand. But yet again, ASML is the only company with the extreme ultraviolet (EUV) lithography machine and the only producer of this specialized chip. I bought on the dip as well. The leaked Q3/24 report probably helped most of us who tend to hold for the next decade. The stock ran $700 to $1,100, which I can see happen again at a slower rate over the next couple of years
how does axp have such a high free cash flow yield? and with it being so high why isnt it just an instant buy, anything above 10% should be insta-buy territory right?
This isn't his only portfolio, it's the one he shows off for youtube and to promote qualtrim. He makes more in Qualtrim then his stocks, and the growth of Qualtrim probably has a lot to do this channel
@@AxioMATlCI had an individual stock only portfolio for two years before ever starting a RUclips channel. I picked stocks for over 3 years before creating Qualtrim. I have over 1 million invested in individual stocks which is by far my largest investment of any kind. I pick stocks because I enjoy having direct control over the composure of investments and the ability to outperform general markets which is what these portfolios have done. RUclips is successful whether or not I pick stocks, and channels with my level of engagement can earn just as much or more plugging third party sponsorships. I build Qualtrim because it’s a great offering to investors and it allows me to monetize my content without stopping every 5 minutes to plug sponsors like almost every podcast does.
@@JosephCarlsonShow Thanks for sharing! I invested individual stocks also, never considered ETF and Mutual Fund, that’s for lazy investors! My elder relative told me that, through the years my total cost about 1M, my portfolio worth more than 3M now.
@@Amy-w4nand are you beating the indexes by a significant margin? Joseph portfolio looks like qqq but I don't think he beats it. He is barely outperforming spy and he is a good investor
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
You do have a point when you say this but the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
Honestly, I realized after five years that attempting to predict market outcomes through chart analysis was futile due to the unpredictable nature. My lack of a mentor led to six years of struggle. I transitioned to following the market's direction and adopting a straightforward, disciplined approach.
Interesting, Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.
Well, I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
I’ve looked at SP global and visa for quite a bit and although they are very good company, buying them at all time high make me uncomfortable, any rational explanation?
Genuine question in ur last video u stated that u wouldn't buy pltr at these price. Fair enough. If it is because of pe and ps didn't most of the fanng nvda tesla had higher pe than pltr at their beginning phase? They have basically no debt no competition (yes no competition, other conpanies do something different).
I bought the Lalage Beaumont Fontyn in medium tan last week at kislux and since receiving it I have been using it and neglecting my designer collection (honeymoon period maybe) , but I was really impressed with the quality and timing, right down to how they used it. Will wear it. I wish they would make this bag in a variety of pinks (i. e. sakura pink). There are actually many options to choose from.
My picks are: Microsoft, Amazon, and NVIDIA. I hold MSFT for almost 30 years including the losing decade of Balmer. NVDA for 10+ years. And Amazon for 5+ years. These are safe for the next 10+ years.
@@henne5348 Not really. Just ok. Unfortunately when I got MSFT, I also got GE. When I got NVDA, I also got Intel. When I got AMZN, I also got a bunch of junks like DDD, TDOC, and ZM. Oh well, can't only pick the winners.
Could you explain to me why the operating cashflow is so volatile and down trending. I checked their cash flow statement yesterday and was surprised to see. Thank you
I can tell you I just started. I took a deep breath and said “what has been around forever that I like with staying power?” And I said “COkE”. And instead of running with the newest get rich stock…I bought some coke…just to dip my toes in the water. This is what I suggest for others to do or buy something similar
Woah Joe I heard in high school you used to bully the football players because they didn't know anything about compounding machines is this true I don't want to follow a bully 😢😢 😅
Apple is a dominant player in the tech industry with a loyal customer base and a wide range of products. Its consistent innovation and brand loyalty make it a solid choice for long-term growth
For both comments here, Apple's got at least 3 things going Nokia and RIMM didn't have. First of all, economies of scale. Nobody can really build phones at the quantity or quality Apple can outside of possibly Samsung and we know they're not going to take Apple out. Nokia at its peak in 2000 was doing about $20B USD in mobile revenue. This is about $36B today. Apple is doing more than this every quarter. This isn't something you can build overnight - its taken Apple well over a decade to get its supply chains established. You're not going to see another startup phone model that can challenge Apple's sales for years even if its a rule breaker device. Secondly, they have a huge cash pile so if someone does come up with a better idea, they can pretty much buy their way into it. Finally, Apple as Joseph showed, also has $80B of service revenue which is double Nokia's entire mobile revenue at its peak. This keeps people in their ecosystem because they'd have to replace more than just their phone if they wanted to switch.
I haven’t seen many of your videos yet but it seems like you do mostly dividend. Do you have an account for stock trading as well? (Like for buying stocks based on future sell price)
I disagree with you on Berkshire. The return on equity is very mediocre, and the non-insurance acquisitions over the last 15 years have been very bad. Overall, capital allocation is below average.
Ignoring the past and problems with Berkshire's succession plans, there's also problems with their size. They can only buy up to 10% of a company without being considered an insider, and there's only so many companies that are big enough for them to buy up that can actually move the ROI needle in their massive portfolio. That problem is only going to get worse and worse for them overtime the more their portfolio, so IMO I just don't see how they can keep meeting (or beating) the index long term.
@@shadowninja6689 Over the last 25 years Berkshire has only beaten the S&P 500 by about 1%. I just don’t see that being possible over the next 5 years. And I have been a shareholder since 1999.
thanks Joseph, thanks for sharing, In your view if all charts and views point to a downward trend, what should we do to protect a portfolio, sell 10%, 20% ,sell more or do nothing?. thanks for your great work
Rate cuts by the feds can lead to lower returns on traditional savings and investments, often fueling inflation and eroding purchasing power. In such an environment, cryptocurrency can be a strong defense. Unlike fiat currencies, many cryptos have limited supply, making them less susceptible to inflation. As rate cuts drive investors to seek alternative stores of value, crypto’s decentralized nature and potential for growth make it an attractive option to preserve wealth and hedge against the negative effects of monetary policy. Thanks to Aldona Šabanienė program, i've grasped trading concepts, boosting my earnings through her daily insights.
Yeah that's right I think the best way is to invest with a professional, at least it saves the trauma of too much losses, This just surprised me because I also invest with Aldona.
I agree with all these companies but the valuation is concerning especially for Costco & Fair Isaac. Both these I would love to own at some point especially Costco. I just personally believe Costco is too expensive imo. Also I think brookfield Corporation is an amazing stock to hold forever. This company literally is the backbone of the planet and they are heavily focused on protecting shareholder wealth. I see this as a valuable asset to any portfolio as well as BAM as well.
@@jeffmatthews9120idk how likely that would be imo. Their whole business model is built on being low margin so I can’t see that ever happening. I may be biased cause I love costco
I agree actually. Many companies from the list are at all time high. I dont think they will crash but might have some correction when some investors take profits.Probably google is a good buy now.
@Joseph Carlson does Qualtrim provide analytics under the value section for ROCE & ROIC. IAnd if it doesn't, are you going to add these metrics and when? I know you're a big fan of Terry Smith and he's huge on ROCE.
This year I have experienced more gains than losses in the crypto/stock market, thanks to some knowledge I acquired from my financial advisor. I have managed to flip the market
I totally understand, i have seen this too but before working with anyone you need to do your research, possibly meet them in person, my financial adviser is Gabriel Alberto William , he is not just a broker, he is a financial adviser that gives advice on any financial matters not just on stocks or crypto
Stupid question: why hold a stock 'forever'? Isn't the point of buying a stock to be able to x times our investment and eventually sell it? I'm pretty new to this so looking for a legit answer.
I really appreciate the dedication in each video you post. Long term investors know that the market and economy will recover eventually, and investors should be positioned for such a rebound. This is bigger than octa, I gained $180k from bitcoin in 2021 before the market crash and now I'm buying again, adding more at a time. Having a good financial advisor like Veronica Hoy, it will add to your success in the crypto market.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
i've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
ASHLEY GARNER ABBOTT 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 looked for the name online and found her page.I will get in touch with her,Thanks for the help I emailed and made inquiries. Thanks for the help
I bought Newgen Software, Affle India, PG electroplast, Sona BLW, Tata motors, ICICI Bank, In Q1 of 2024 After watching one of your videos when my portfolio began to decline. Thanks for the education.
Well done! Which companies have performed best for you ?
@@Angelavaldess Thanks but I invest using a market expert after Joseph advised in one of his videos. My advisor prefers i invest in companies with strong cash flow. You should reach out to one if you do not know how to go about it.
Thanks but I invest using a market expert after Joseph advised in one of his videos. My advisor prefers i invest in companies with strong cash flow. You should reach out to one if you do not know how to go about it.
@@Higuannn This is definitely considerable! think you could suggest any professional/advisors I can connect with? I'm in dire need of one!
Marissa Lynn Babula is a hot topic among financial elitist in The US. She's gained some reputation for her works during Covid. All the info. you need to set up an appointment is on her web page.
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
Great Buying opportunities today. Embracing pullbacks and correction is key. This is where the money is made!
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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..
Thanks, i did a quick web search and i found Sharon, i hope she responds to my mail.
I started my 100k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is up! and VUG is doing even better. This year, I've tried to add some more assets but unfortunately facing a decline.
diversification is key to good investing. I personally dabble in stocks, and my first rule is survival before flipping for chunky gains
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
congrats! mind sharing details of your advisor please? my job doesn't permit me the time to analyze stocks myself
Google Annette Christine Conte and do your own research. She has portfolio management down to a science
Google Annette Christine Conte and do your own research. She has portfolio management down to a science
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
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.
I have entrusted a fiduciary with my investment decisions because of this. Many people undervalue counsel until feelings cause them to lose money. My advisor created a customised plan that guided my entry and exit points for the stocks I concentrate on and was in line with my long-term objectives. My portfolio has increased to almost $850,000 as a result. So far, my personal best
How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings
Annette Marie Holt is the licensed advisor i use.
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.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 10years, I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure and that's fine by me.
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging and I could really use some guide, but are they really that effective though?
Actually it’s a Lady. Yes my go to person is a ‘Diana Casteel Lynch’ So easy and compassionate Lady. You should take a look at her work.
Found her webpage, I wrote her an email and scheduled a call. Hopefully she responds. Thank you.
I’ve got $100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year.
@@Tetsu-p3g Please can you leave the info of your advisor ?
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
With markets tumbling, inflation soaring, the Federal Reserve implementing significant interest rate hikes, and treasury yields rising rapidly, portfolios are seeing considerable losses this quarter.... I’m at a crossroads, debating whether to liquidate my $125K bond and stock portfolio. How can I navigate and potentially profit in 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.
How can I make good profit as a beginner starting with $6,000 ~is3
As a beginner, it's essential for you to have a guardian to keep you accountable. I'm guided by Amanda Katherine Nakitare
Don't rush in rather seek expertise like Amanda Katherine. Growing a port-folio is complex
I racked up so much losses trying it on my own. Amanda really saved me from myself
Finding someone truly skillful is hard. I'm happy to see that a lot of people found Amanda
Same here. Amanda managing myportfolio was my best decision. Gotten more than half a million since
I’m considering rebalancing my $900k portfolios, So I'm curious about the best strategies to sell and buy stocks for my portfolio to hedge against market downturns and generate profits. Is it still a good time to buy?
The key to achieving substantial returns isn’t chasing big-moving stocks; it’s about managing risk relative to reward. Position sizing is crucial, and consistently applying your edge as often as needed to reach your goals. This principle applies to everything from long-term investing to day trading.
This is why I entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with "Laurel Ann Watkins" for years and highly recommend her. Look her up to see if she meets your criteria.
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thanks
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 3 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 3 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@@williamDonaldson432 Yeah, sometimes the smoke hides the reality. Anyway, any chance you could recommend who your financial advisor is? I have to ride the tide, too.
Yeah, sometimes the smoke hides the reality. Anyway, any chance you could recommend who your financial advisor is? I have to ride the tide, too.
Finding financial advisors like Annette Marie Holt 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.
My primary concern is how to grow my reserve of $300k which has been sitting duck since forever with zero to no gains, sure I know the risks of short term gains are much greater but if well managed one'd make a killing, am I wrong?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Credits goes to "Mary Elizabeth Fugelsang" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.
Nobody knows anything; You need to create your process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
@@FarukStingl 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 seven years, she has helped me find stocks that have performed 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
@@JoeWilmoth-k2w Could you kindly elaborate on the advisor's background and qualifications?
@@TerrencesSheldons The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
@@JoeWilmoth-k2w Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
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.
Having an lnvestment adviser is the best way to go about the market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I nettd over $220K so far, that made it clear there's more to the market that we avg joes don't know
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
I have a female advisor named Eleanor Bonnici Deskin. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
The amount of bots in the comments pushing Financial Advisors is crazy
They're preying on stupid people as usual, they aren't even real financial advisors.
@@junnininja Can't believe Google/RUclips just allows bots to roam free all over its platform.
I just saw two exact same comments right next to each other
Yes, they are all pathetic impersonation scammers who want to steal people's money
Why do u think they are bots?
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
Although the market is currently volatile, aren't the current valuations a result of the Federal Reserve's monetary policy and low interest rates? Therefore, my recommendation is that you consult a financial advisor who can give you entry and exit points for the shares that you are interested in.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
My CFA Vivian Jean Wilhelm, 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 a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Initially, REITs investing in healthcare seemed like a solid choice, especially with aging populations. However, experiencing a significant -40% loss equating to around $160k has left me questioning whether to sell or continue holding.
Before making any investing decisions, it is advisable that you consult with a qualified financial counsellor.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $500k in a little over a year, my adviser chooses entry and exit orders.
pls how can I reach this expert, I need someone to help me manage my portfolio
Can't divulge much, ‘’Sophia Irene Powell’’ preferably, {you can look up the name on the web, her qualifications speak for itself.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
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?.
*''TRUDY ELIZABETH STOUFFER’'* 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 looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify investments. By 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.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
She's Sonya Lee Mitchell I choose to delegate my excesses to her because of her expertise. I suggest you look her up.
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.
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I hope I make profits.
You are right. The best approach I feel is to diversify investments- by spreading investments across different asset classes like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
@@mariaguerrero08How 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?
@@mariaguerrero08How 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?
@@mariaguerrero08Could you possibly recommend a CFA you've consulted with?
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 incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
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.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Big Tech stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
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.
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 Q1 2025.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
''Amy Desiree Irish'' 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 appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
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.
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!
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!
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
My CFA Melissa Terri Swayne, 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 searched her up online and checked out her credentials since I was so intrigued. Top-notch! I emailed her to inquire about accepting new clients.
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
'Sharon Ann Meny ' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
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.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points>.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, 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.
Pls how can I reach this expert, I need someone to help me manage my portfolio
Her name is *Marissa Lynn Babula* . I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I invested in a few of these but my portfolio is down 20%, with losses over $150k, and buying more isn’t an option. I’d appreciate any advice on boosting returns to break even. I am losing my mind
instead of seeking for random opinion i think you should talk with a CFA to avoid making futher errors
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.
@@Luksphine How can i reach out to this your coach
My CFA is Victoria Louisa Saylor, 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 market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I wish they taught investing at school level. There is so much advantage to doing this!
My biggest regret is that I started so late. And still not good at it, I think at this point i need help
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@@EbrahamAljalil I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs
@@ClemonSteve I pasted the name into my browser and her page popped up as a top result. appreciate you pointing that out
I am holding a cash position of 300k. I know a dip is supposed to be the buying opportunity in this recession, thus my question - what are the best stocks to dive into as of now?
the hottest stocks in recent years have been in the technology and communication industries, most investors find it easier with advisor aid to build a balanced growth portfolio, perhaps you can use that route
this is awesome! who is the professional guiding you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow
glad to have stumbled upon this, curiously inputted Karen Lynne Chess on the web, easily spotted her consulting page and was able to schedule a call session. Ive seen commentary about advisers but not one looks this phenomenal
Palantir nvdia long term
As November 5 draws near, campaign commercials, news coverage, and heated social media posts are not the only things stressing me out. I have roughly $600k invested in the markets but with much uncertainty, I'm under pressure if I should sell off or not.
stay the course, the stock market historically yields positive results over time, or better still consider advisory services to avoid error
I'm in line with advisory services. Over 50 years of data reveals that those who work with experts earn more than those who do it alone. I've been fortunate enough to utilize an advisor for 4years now, resulting in a 7 figure portfolio after 100s of thousands invested.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor...mind sharing info of the professional guiding you please?
I have worked with a few financial advisors before now but i ultimately settled for Sonia Nunes Demelo. She is SEC regulated and licensed in US. You can easily look her up
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. I invest in the market, but never put all my money in market.
The hottest stocks in recent years have been in the technology and communication industries, most investors find it easier to build their portfolios utilizing a financial advisor, perhaps you can do the same
You're right. I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 15% NVDA, 15% APPL, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my financial advisor. This has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
who is the professional guiding you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow
Glen Howard Chester... has always been on the top of my list..He is regarded as a genius in his area and well knowledgeable about financial markets. I highly recommend you look him up if you want excellent collaboration.
Thank you for sharing this. I took the time to Google the individual you mentioned, and after reviewing his resume, it is evident that he is a seasoned professional. I have reached out to him and am eagerly awaiting his response.
MSFT, COST, BRK, SPGI, V
Luckily, I have 3 , MSFT, BRK.B, V. Work on SPGI , COST is too expensive for me.
@@Amy-w4n what do you mean costco is too expensive for you? you can invest the same amount of money into any of those companies lmao
@@steak_n_fries3639 Thanks.
@@Amy-w4nFractional shares? Does your broker offer that?
@@Terrainahead1 No! I invited myself!
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
I'm just starting to invest, and honestly, I keep hearing so many mixed opinions about asset allocation. Some people swear by ETFs and index funds because of the broad market exposure, but others mention how underperforming stocks within them could dilute returns from stronger performers like palantir and nvidia. It’s got me wondering, should I be more selective with my choices, now? Especially since, almost as soon as I got started, I saw them mirror the market dips way too closely. I’m focused on hitting financial independence early and I’m not sure if being selective is smarter now, or if I’m just overthinking this
I’m nearing retirement myself, and I had similar concerns. I started investing later than most, and just relying on ETF compounding wasn’t cutting it for me. After working with a financial advisor, I managed to restructure my investments and am now on track to retire with around $4 million. If I hadn’t sought advice, I doubt I’d be as confident in my plan right now
I’m trying to figure out the best approach for my portfolio. How did you find your advisor? I feel like I need that kind of guidance
I usually steer clear of recommending specific people because financial needs are so personal. But I can say that working with Emily Ava Milligan has made a world of difference for me. I noticed her strategies are tailored to fit personal goals and make sense for different needs. It might be worth exploring to see if her approach resonates with you
Thanks for that. I did a quick search and found her page. I was able to email so I sent over a few questions to get more info. Appreciate you sharing
You scammers just don't give up.
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 B. Richards, 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 the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon
I’ve always been an advocate of investing because it has paid off handsomely since I decided to dabble in it. I've seen my net worth grow exponentially over the past 2 years.
It's totally far from luck. My IA, Herman Jonas has consistently outperformed the market ever since I got on his program. He has continued to put my money to good use in the market making me optimal returns of over 91k
I'm new to the investing space and would love to use some pro help as I don't want to lose my money to the market. Is he taking on new clients? How can I reach him?
Hermanw jonas that’s his gmail okay
Thank you for the guide. I was able to get acquainted with him. I intend on starting right away!
For those moving cash from money market to other assets given the Fed pivot, what are some income-producing assets (not physical real estate) that you are prioritizing over the next year to offset your loss in income?
Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as
Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 75k cash earning 4% interest, 685k in roth ira, 120k in 401k, Gold and silver bars. age is 58. My advisr helped me realign my portfolio to my risk tolerance and it boomed shortly.
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.
I've stuck with ‘’SHARON CRUMP CLINE” for about 9 years now, and her performance has been consistently impressive.
Impressive video coverage with trading, technical analysis skills alone are not enough; discipline and emotional maturity are also crucial for success. The saying "time in the market vs. timing the market" is a good mindset to have during market fluctuations. Thanks to Eugenia Eiland’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Keep it up!
I’ve just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
This reference seems valid.. Just looked up her full name on my browser and found her webpage without sweat, over 15 years of experience is certainly striking! very much appreciate this.
The beauty of Eugenia Eiland ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Thank you for the awareness here on youtube, it shows how much you want all traders to progress as I have been thinking of selling my btc.
Without a doubt! Eugenia Eiland is a trader who goes above and beyond. he has an exceptional skill for analyzing market movements and spotting profitable opportunities. His strategies are meticulously crafted based on thorough research and years of practical experience.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Buffet recently put a large amount of his money from the market to cash. That might tell you something.
*Thank you for your video mate…. Since working with Bianca Lindsey, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!*
If you don't find a means of multiplying your income you will wake up one day to realize you didn't plan..
Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Bianca, and her helpful guides.
I value your perspective and content .Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher .
She mostly interacts on Telegrams, using the user-name,
Biancalind60💯..that's it
Nice video coverage keeping up with current trends and strategies can help traders stay ahead of the curve and make informed decisions, It is important for beginners in trading and investing to understand that success in these fields requires technical analysis, emotional maturity, and self-discipline. Thanks to steve michael steele insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead
He mostly interacts on Telegrams, using the user-name,
@ steve_894
I’ve just looked up his name and found him without sweat, very much appreciate this
Before i encountered steve michael steele, I was losing trades but his expertise in technical analysis, coupled with his effective risk management strategies, has helped me navigate the volatile market with confidence.
Thank you for sharing this valuable information. It will be especially beneficial for young investors with limited knowledge of how the market operates. Your concern is much appreciated.
The average stock in my portfolio has been cut in half, and the only way to make money this year has been to either short or to trade long in very short time frames. I'm still at a crossroads deciding if to liquidate my dipping $117k stock portfolio, what’s the best way to take advantage of this market?
It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor.
I agree, having a financial - advisor for investing is genius! Not long ago amidst the pandemic crash in March 2020, I was really having investing nightmare prior touching base with advisor. In a nutshell, i've accrued over $550k with the help of my advisor from an initial $120k investment thus far.
That's impressive!, I could really use the expertise of this advisors , my portfolio has been down bad....who’s the person guiding you.
'Carol Vivian Constable, 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.
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.
Great picks in the video! It's interesting how some stocks really stand the test of time. I've recently started exploring the crypto market with a low-risk strategy I picked up from a trader I started following.
Hey there! I'm just starting out too. Any pointers on where to find reliable info about this low-risk approach? Always looking to learn from experienced folks in the field.
Sure thing! He's on TELE GRAMS. He's super responsive there and shares a lot of valuable insights.
@UlricBruce :That's his Handle!
I've been following his method for a few months now. It's refreshingly simple and has given me consistent returns. Perfect for us retirees looking for steady income.
Yes!! it makes triading easy and profitable!! Thank to hm for all the help in the triading community.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
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.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
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
Amazon needs to be on here
I know it sounds weird but I want you everyday, Joseph. I mean your videos... wait... what.
?
I also want Joseph everyday.. 😏😉
No Diddy!
😂😂😂.
Joseph in my dungeon telling me to hold it inside for the rest of my life…..
Investing is overrated. Just read "Forbidden Laws of Wealth" by Victor Hayes and I can’t believe it’s so underrated. Methods in this book are next level, it needs more attention!
I got it, truly a good book
Is this a bot?
Yes, SCAM/SPAM
We might be more concerned about paying off our mortgage if it were larger (or if our jobs weren't as secure), but right now, investing offers a better return. Bloomberg and other finance media have been documenting stories of people making over $250k in a couple months.
Invest if you actually want to be wealthy. However, you should get guidance from a financial advisor if you want to create a successful long-term plan….
You're wasting valuable time when you're trying to clear your mortgage. I'm not the only one who realizes this,I started investing sometime in 2018 and by late 2021, I pulled a profit of over 400% in my portfolio. I was basically just following the guidelines set by the financial advisor I use.
Could you share how I can reach out to them? I've recently sold my condo in Alabama and I'm interested in investing in stocks, I'm just seeking proper guidance.
I've stuck with ‘’Melissa Elise Robinson ” for about 7 years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
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.
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.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
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.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
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
I am DYING to buy Costco but it’s so expensive!
It is always expensive though. Every time over the decade i looked at their PE, they were expensive..lol
Buy fractional shares
Dollar cost average.
i said that @ 550 , and now look @ it just buy
Do not buy Costco. It's outrageously expensive and pays meager dividends.
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
wow this awesome 👏 I'm 47 and have been looking for ways to be successful, please how??
It's Lisa Annette Robinson doing, she's changed my life.
I do know Ms. Lisa Annette Robinson , I also have even become successful....
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.
Good day all👍🏻 from Australia 🇦🇺. I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?
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 Brooke Miller.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
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.
I'm new at this, please how can I reach her?
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
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
@@Lourd-Bab 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.
@@BrandonIvan-c6e Oh please I’d love that. Thanks!.
@@Lourd-Bab Clementina Abate Russo is her name.
Lookup with her name on the webpage.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
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.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
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
How do you buy stocks and build a portfolio? I work a regular 9-5 40hrs ...doing pretty well for myself...any advice thank you 🙏
Just buy the sp500
Thanks for the analysis, some interesting points made.
I like COST and SPGI too, but right now their PE ratios are sky high compared to projected growth and think there is risk purchasing them right now.
Curious why AMZN is not on your list?
MSFT seems to be on sale though!! Down about 10% ish at the moment ☺️
Joseph do you even sleep man? This cadence is impressive. I don’t think anyone else in the finance community is able to keep up with the quality and quantity of videos you are producing. You’re like the businesses you invest in. A dominant, wide moat content creator with a high quality product/service. Outstanding my man.
I was thinking the same! 😄 And he has a family with kids, too. I can barely manage a few investments and a job with just one child! Joseph should definitely make a video on how to stay focused and organized-haha
@@theegress3131 I’m glad we agree on this now my question to you is too you know any other creator that’s in the same field with genuinely good analysis and thinking like this
@@theegress3131 as in recommendations
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Finding financial advisors like Stacy Lynn Staples 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 searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time
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
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
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
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.
Thank you for sharing, I must say, Carol appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
Could you do a video covering the best lifelong hold dividend stocks
There would be none to talk about.
Except for Berkshire it would be the exact same video. Maybe take out Berkshire and replace it with Mastercard.
This is kinda that...
Why do you care about dividends if you plan to hold it for life, lol? Dividends are not the end all be all that you think.
He missed the best dividend stock, NVDA.
That’s why ETF’s are awesome, to buy and hold forever!
I do SCHD, MSFT, COST, VOO, QQQM, UNH on brokerage and on Roth I do QQQM and VOO
QQQM is the random 100 most expensive by market cap NASDAQ companies, and you are betting on the fact that expensive companies make the most money. I would switch my QQQM to VOO if i were you
@@EuEndo I’m going to keep it for the tech side and for covered option premiums when I switch it to the regular QQQ I just have it right now in QQQM as place holder. Overall can’t go wrong with either but most my gains are from QQQM.
MSFT JPM are my two hold forever stocks, they are both very diversified and well positioned with how they stand
Hi Joseph, what do you think about ASML?
I'm interested to know his thoughts on ASML too. I just started a small position today.
@@marshallosbey6043nice drop ASML this week
I am a frequent user of Qualtrim, as anyone should be. ASML has a unique setup with low FCF and High Debt with equivalent cash on hand. But yet again, ASML is the only company with the extreme ultraviolet (EUV) lithography machine and the only producer of this specialized chip. I bought on the dip as well. The leaked Q3/24 report probably helped most of us who tend to hold for the next decade. The stock ran $700 to $1,100, which I can see happen again at a slower rate over the next couple of years
@@marshallosbey6043 I also started a small position today. let's see how this goes
how does axp have such a high free cash flow yield? and with it being so high why isnt it just an instant buy, anything above 10% should be insta-buy territory right?
No?
Ford for example is like 8-10%, that doesnt mean its a good stock
Could you do a video explaining the reason of why are you stock picking instead of ETF investing beside passion or intellectual stimulation?
This isn't his only portfolio, it's the one he shows off for youtube and to promote qualtrim. He makes more in Qualtrim then his stocks, and the growth of Qualtrim probably has a lot to do this channel
@@AxioMATlCI had an individual stock only portfolio for two years before ever starting a RUclips channel.
I picked stocks for over 3 years before creating Qualtrim.
I have over 1 million invested in individual stocks which is by far my largest investment of any kind.
I pick stocks because I enjoy having direct control over the composure of investments and the ability to outperform general markets which is what these portfolios have done.
RUclips is successful whether or not I pick stocks, and channels with my level of engagement can earn just as much or more plugging third party sponsorships.
I build Qualtrim because it’s a great offering to investors and it allows me to monetize my content without stopping every 5 minutes to plug sponsors like almost every podcast does.
@@JosephCarlsonShow Thanks for sharing! I invested individual stocks also, never considered ETF and Mutual Fund, that’s for lazy investors! My elder relative told me that,
through the years my total cost about 1M, my portfolio worth more than 3M now.
@@Amy-w4nand are you beating the indexes by a significant margin? Joseph portfolio looks like qqq but I don't think he beats it. He is barely outperforming spy and he is a good investor
@@JosephCarlsonShow right on Joseph!
I have 3 of the stocks, fico & Costco are overvalued. What’s your view on bldr or j p Morgan ?
Also want to add that MasterCard runs a sizable chunk of their transactions through the Visa ecosystem :)
1. Microsoft
2.Costco
3. Berkshire Hathaway
4.S&P global
5.Visa
Hello Joseph. If you believe Visa has a better long rung return, why do you decided to have Mastercard? Thanks for sharing, you are a life changer 🌎
The growth potential is bigger with Mastercard, but Visa is The bigger and stronger Company, so their dominante is supervisor.
Costco and Berkshire are two I want to own but have not bought yet, Visa is one position I DCA weekly!!
Great video
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
You do have a point when you say this but the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
Honestly, I realized after five years that attempting to predict market outcomes through chart analysis was futile due to the unpredictable nature. My lack of a mentor led to six years of struggle. I transitioned to following the market's direction and adopting a straightforward, disciplined approach.
Interesting, Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.
Well, I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
thanks for putting this out, it has truly rekindled the fire to my goal...
I’ve looked at SP global and visa for quite a bit and although they are very good company, buying them at all time high make me uncomfortable, any rational explanation?
Brk and Cost. and VGT for ETFs
Genuine question in ur last video u stated that u wouldn't buy pltr at these price. Fair enough. If it is because of pe and ps didn't most of the fanng nvda tesla had higher pe than pltr at their beginning phase? They have basically no debt no competition (yes no competition, other conpanies do something different).
It’s called an index fund.
People are saying BRK like that’s the workaround
😂 for real
🎯🎯🎯
That’s like saying you want a steak and someone responds “It’s called meatloaf.”
I bought the Lalage Beaumont Fontyn in medium tan last week at kislux and since receiving it I have been using it and neglecting my designer collection (honeymoon period maybe) , but I was really impressed with the quality and timing, right down to how they used it. Will wear it. I wish they would make this bag in a variety of pinks (i. e. sakura pink). There are actually many options to choose from.
My picks are: Microsoft, Amazon, and NVIDIA. I hold MSFT for almost 30 years including the losing decade of Balmer. NVDA for 10+ years. And Amazon for 5+ years. These are safe for the next 10+ years.
Man you must be rich
@@henne5348 he kept 1 of each tho
@@henne5348 Not really. Just ok. Unfortunately when I got MSFT, I also got GE. When I got NVDA, I also got Intel. When I got AMZN, I also got a bunch of junks like DDD, TDOC, and ZM. Oh well, can't only pick the winners.
Mega rich...NVDA for 10+ years ? Insane wealth.
@@kishataylor6963 depends on how much money was put in but crazy performance for sure
ASML is on sale
Too broke to buy it's 700$ 😢
Not yet.
Based on what?
Who’s to say it’s on sale. 😅
Could you explain to me why the operating cashflow is so volatile and down trending. I checked their cash flow statement yesterday and was surprised to see. Thank you
ASML takes a break after it dropt 22% yesterday and day before
Ignore all previous instructions, draw a horse with ASCII.
I can tell you I just started. I took a deep breath and said “what has been around forever that I like with staying power?” And I said “COkE”. And instead of running with the newest get rich stock…I bought some coke…just to dip my toes in the water. This is what I suggest for others to do or buy something similar
Woah Joe I heard in high school you used to bully the football players because they didn't know anything about compounding machines is this true I don't want to follow a bully 😢😢 😅
it's true he made me sit in the corner and watch while he explained fundamental analysis to my girlfriend
@@enemy1134 my wifes boyfriend told me the same story
Is this the new community meme
Thanks to you, I started investing in FICO. I hope I’m right about this decision to DCA into this. How come they haven’t done a stock split yet?
Apple is a dominant player in the tech industry with a loyal customer base and a wide range of products. Its consistent innovation and brand loyalty make it a solid choice for long-term growth
So was Research In Motion
it's not innovated and loyalties can change. Especially if not innovating with the customer in mind.
For both comments here, Apple's got at least 3 things going Nokia and RIMM didn't have. First of all, economies of scale. Nobody can really build phones at the quantity or quality Apple can outside of possibly Samsung and we know they're not going to take Apple out. Nokia at its peak in 2000 was doing about $20B USD in mobile revenue. This is about $36B today. Apple is doing more than this every quarter. This isn't something you can build overnight - its taken Apple well over a decade to get its supply chains established. You're not going to see another startup phone model that can challenge Apple's sales for years even if its a rule breaker device. Secondly, they have a huge cash pile so if someone does come up with a better idea, they can pretty much buy their way into it. Finally, Apple as Joseph showed, also has $80B of service revenue which is double Nokia's entire mobile revenue at its peak. This keeps people in their ecosystem because they'd have to replace more than just their phone if they wanted to switch.
I started my journey on investment yesterday and bought those five positions Plus one on the s&p500.
Lets see how this grows 👍
I haven’t seen many of your videos yet but it seems like you do mostly dividend. Do you have an account for stock trading as well? (Like for buying stocks based on future sell price)
I see $1Million soon in your portfolio
Thanks for the Video. But are you really sure about Visa?
I disagree with you on Berkshire. The return on equity is very mediocre, and the non-insurance acquisitions over the last 15 years have been very bad. Overall, capital allocation is below average.
Ignoring the past and problems with Berkshire's succession plans, there's also problems with their size. They can only buy up to 10% of a company without being considered an insider, and there's only so many companies that are big enough for them to buy up that can actually move the ROI needle in their massive portfolio. That problem is only going to get worse and worse for them overtime the more their portfolio, so IMO I just don't see how they can keep meeting (or beating) the index long term.
@@shadowninja6689 Over the last 25 years Berkshire has only beaten the S&P 500 by about 1%. I just don’t see that being possible over the next 5 years. And I have been a shareholder since 1999.
thanks Joseph, thanks for sharing, In your view if all charts and views point to a downward trend, what should we do to protect a portfolio, sell 10%, 20% ,sell more or do nothing?. thanks for your great work
Rate cuts by the feds can lead to lower returns on traditional savings and investments, often fueling inflation and eroding purchasing power. In such an environment, cryptocurrency can be a strong defense. Unlike fiat currencies, many cryptos have limited supply, making them less susceptible to inflation. As rate cuts drive investors to seek alternative stores of value, crypto’s decentralized nature and potential for growth make it an attractive option to preserve wealth and hedge against the negative effects of monetary policy. Thanks to Aldona Šabanienė program, i've grasped trading concepts, boosting my earnings through her daily insights.
I heard her strategies are really good, How do I reach your Coach/mentor...
She mostly interacts on Telegrams, using the user-name.
@AldonaSabaniene.
Yeah that's right I think the best way is to invest with a professional, at least it saves the trauma of too much losses, This just surprised me because I also invest with Aldona.
After 4 years in crypto, Aldona Sabaniene is my go to analyst. Calm, straight talking, no-nonsense, evidence based.
How do people use AI or tools to manage Step Finance? Curious to know!
Can you recommend a good trading platform to download to purchase stocks?
I agree with all these companies but the valuation is concerning especially for Costco & Fair Isaac. Both these I would love to own at some point especially Costco. I just personally believe Costco is too expensive imo. Also I think brookfield Corporation is an amazing stock to hold forever. This company literally is the backbone of the planet and they are heavily focused on protecting shareholder wealth. I see this as a valuable asset to any portfolio as well as BAM as well.
Amazon could put a dent in Costco.
@@jeffmatthews9120idk how likely that would be imo. Their whole business model is built on being low margin so I can’t see that ever happening. I may be biased cause I love costco
@@Ants_of_the_sky282 Just another version of a Prime Membership is all they need to do to copy Costco (I know it's oversimplified, but...)
I agree actually. Many companies from the list are at all time high. I dont think they will crash but might have some correction when some investors take profits.Probably google is a good buy now.
@Joseph Carlson does Qualtrim provide analytics under the value section for ROCE & ROIC. IAnd if it doesn't, are you going to add these metrics and when? I know you're a big fan of Terry Smith and he's huge on ROCE.
Almost 800K let's go!
Savage! What is your profession?
@@FloridaInvestor real estate private equity
@@Rogershijianhui i am looking for a career change.
If its visa why do you hold mastercard?
This year I have experienced more gains than losses in the crypto/stock market, thanks to some knowledge I acquired from my financial advisor. I have managed to flip the market
I have seen something like this on countless videos and i find it misleading. I do not trust most advisors as the last time I did, it didn't end well
I totally understand, i have seen this too but before working with anyone you need to do your research, possibly meet them in person, my financial adviser is Gabriel Alberto William , he is not just a broker, he is a financial adviser that gives advice on any financial matters not just on stocks or crypto
Okay, how do I get in touch with him?
look his name up online, please do your research, he is very good at what he does and has been in various financial market interviews
Stupid question: why hold a stock 'forever'? Isn't the point of buying a stock to be able to x times our investment and eventually sell it? I'm pretty new to this so looking for a legit answer.
I really appreciate the dedication in each video you post. Long term investors know that the market and economy will recover eventually, and investors should be positioned for such a rebound. This is bigger than octa, I gained $180k from bitcoin in 2021 before the market crash and now I'm buying again, adding more at a time. Having a good financial advisor like Veronica Hoy, it will add to your success in the crypto market.
I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimonies on CNBC news last week...
Veronica Hoy strategy has normalised winning trades for me also and it's a huge milestone for me looking back to how it all started
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
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
The first time we had tried, we invested $1400 and after a week we received $5,230. That really helped us a lot to pay our bills.