Millionaire explains: How to invest first $10K

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  • Опубликовано: 23 ноя 2024

Комментарии • 963

  • @BrewerVera
    @BrewerVera День назад +1332

    you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?

    • @FaithAndrada-xo9ou
      @FaithAndrada-xo9ou День назад +2

      We share common goal, making sure you are ready for your later years is very important. That's why passive investing works, low costs, better diversification and it enables people to overcome their behavioural bias especially if they engage professional help.

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb День назад

      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.

    • @Raymondcraw1967RaymondCrawley
      @Raymondcraw1967RaymondCrawley День назад

      I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help
      @viviancarolgioao

    • @BrewerVera
      @BrewerVera День назад

      . Could you recommend who you work with? I really could use some help at this moment please.

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb День назад

      Amy Desiree Irish is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.

  • @annaj.osorio
    @annaj.osorio 10 дней назад +2014

    There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. 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

    • @FrankCross-x5m
      @FrankCross-x5m 10 дней назад +2

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 10 дней назад +1

      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.

    • @DanielOrstein
      @DanielOrstein 10 дней назад +1

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 10 дней назад

      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.

    • @Robbertskypes
      @Robbertskypes 10 дней назад +1

      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.

  • @michaelschiemer3
    @michaelschiemer3 12 дней назад +1521

    I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?

    • @derrickholfman2
      @derrickholfman2 12 дней назад +4

      The strategies are quite rigorous for the regular-joe. As a matter of fact, they are mostly successfully carried out by experts who have had a great deal of skillsets and knowledge to pull such trades off.

    • @Rachadrian
      @Rachadrian 12 дней назад +4

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

    • @Olsontim21
      @Olsontim21 12 дней назад +1

      How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?

    • @Rachadrian
      @Rachadrian 12 дней назад +2

      Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @Olsontim21
      @Olsontim21 12 дней назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @AnnaOllsson
    @AnnaOllsson 15 дней назад +1110

    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

    • @HildaBennet
      @HildaBennet 15 дней назад +3

      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

    • @PennyBergeron-os4ch
      @PennyBergeron-os4ch 15 дней назад +3

      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, though this could take till Q3 2024.

    • @bartlyAD
      @bartlyAD 15 дней назад +3

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @DaliaCohen2230
      @DaliaCohen2230 15 дней назад +2

      She's Sonya Lee Mitchell I choose to delegate my excesses to her because of her expertise. I suggest you look her up.

    • @bartlyAD
      @bartlyAD 15 дней назад +1

      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.

  • @MesutMilleliri
    @MesutMilleliri 3 дня назад +267

    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.

    • @NoahNollens
      @NoahNollens 3 дня назад

      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.

    • @BrigetGstar
      @BrigetGstar 3 дня назад

      It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to over $750k.

    • @SophieLoschy
      @SophieLoschy 3 дня назад

      Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.

    • @BrigetGstar
      @BrigetGstar 3 дня назад

      *Julianne Iwersen Niemann* 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..

    • @SophieLoschy
      @SophieLoschy 3 дня назад

      _Julianne_ sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that she will attend to my message.

  • @donaldwayne7023
    @donaldwayne7023 12 дней назад +1719

    There are many differing viewpoints regarding equities and their projections for the next years; I strive for short-term substantial returns from market corrections, and I'd surely get on the boat if I knew anything about day-trading. I'm just searching for the appropriate moves to increase and protect my $490k reserve from inflation.

    • @danieltaylor--65
      @danieltaylor--65 12 дней назад +2

      Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a Financial Consultant or other professional for advice.

    • @Angelinacortez495
      @Angelinacortez495 12 дней назад +2

      Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

    • @JenniferDavis7630
      @JenniferDavis7630 12 дней назад +1

      Please who’s this consultant ?

    • @Angelinacortez495
      @Angelinacortez495 12 дней назад +2

      "Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

    • @debbygradley25
      @debbygradley25 12 дней назад +1

      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.

  • @CliveBirse
    @CliveBirse 26 дней назад +1574

    If you wanna be successful, you most take responsibility for your emotions, not place the blame on others. In addition to make you feel more guilty about your faults, pointing the finger at others will only serve to increase your sense of personal accountability. There's always a risk in every investment, yet people still invest and succeed. You must look outward if you wanna be successful in life.

    • @91ScottieP
      @91ScottieP 26 дней назад +9

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

    • @mikegarvey17
      @mikegarvey17 26 дней назад +6

      Safe to say not everybody has the skill to pursue investing. But it's always easy to follow the advice of someone who knows how to i.e a financial advisor. You could anywhere between 10--40k with the right ones. Online businesses are a good bet too if you are savvy.

    • @mariaguerrero08
      @mariaguerrero08 26 дней назад +6

      @@mikegarvey17Could you possibly recommend a CFA you've consulted with?

    • @mikegarvey17
      @mikegarvey17 26 дней назад +5

      My CFA ’Izella Annette Anderson’ , 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.

    • @ThomasChai05
      @ThomasChai05 26 дней назад +4

      Thanks for sharing this, I googled the lady you mentioned and after going through her resume, I can tell she's a pro. I wrote her and I'm waiting on her reply

  • @John-ww2fv
    @John-ww2fv 25 дней назад +679

    As a beginner, your main consideration before venturing into investing should be; Financial goals, Risk tolerance, Time horizon, Fees and expenses

    • @Oli-Robinson
      @Oli-Robinson 25 дней назад

      That's true, Steve is right though. S&P 500, Tech , Dividend paying stock and cash as a safe bottom is the right way to go as a beginner

    • @ThomasColt
      @ThomasColt 25 дней назад

      That's great,looks like I'm at a good start then. I allocated 40% to S&P 500, 30% to tech, and 30% to dividend-paying stocks with the rest as cash. Good to know I'm on the right track

    • @SeanJohns-ze8ie
      @SeanJohns-ze8ie 25 дней назад

      I'm curious, how do you manage risk?

    • @ThomasColt
      @ThomasColt 25 дней назад +1

      I diversify across asset classes and use dollar-cost. I also maintain an emergency fund.

    • @AdamLevcross
      @AdamLevcross 25 дней назад

      I wish I knew this before venturing into the investing. I'm at that point in my investment journey, where I keep getting consecutive losses. Please, how did you pull through? Any advice would be really appreciated.

  • @clarkstephen7861
    @clarkstephen7861 18 дней назад +1050

    I live off dividends and it can definitely improve your wealth if you reinvest them to buy more shares, creating a snowball effect that allows your investments to compound over time. It's one of the most passive and effective ways to build an income stream. Steady growth can be truly inspiring! Seeking best possible ways to grow $500k into $1m+ before retirement in 5 years

    • @RoseGuerra7862
      @RoseGuerra7862 18 дней назад +1

      Your allocation seems well-diversified. To take it to the next level, explore dollar-cost averaging and dividend reinvestment. However, it's essential to consult with a financial advisor to create a tailored plan aligned with your unique goals, risk tolerance, and retirement timeline.

    • @martinheaway
      @martinheaway 18 дней назад

      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.

    • @JaneClark7861
      @JaneClark7861 18 дней назад +1

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

    • @martinheaway
      @martinheaway 17 дней назад +2

      Amy Desiree Irish 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.

    • @JaneClark7861
      @JaneClark7861 17 дней назад

      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.

  • @Dantursi1
    @Dantursi1 19 дней назад +1097

    Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $400k in stocks. However, I'm uncertain about how to minimize potential risks.

    • @Rachadrian
      @Rachadrian 19 дней назад +4

      Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions.

    • @michaelschiemer3
      @michaelschiemer3 19 дней назад +3

      Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.

    • @Olsontim21
      @Olsontim21 19 дней назад +2

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

    • @michaelschiemer3
      @michaelschiemer3 19 дней назад +3

      “Annette Christine Conte” is the licensed fiduciary I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @Olsontim21
      @Olsontim21 19 дней назад +1

      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.

  • @MathewOliver486
    @MathewOliver486 14 дней назад +279

    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 below the $100k mark and in the first 2 months, my portfolio was reading $234,800. Crazy right!, I decided to reinvest a huge percentage of my profit and it got more interesting.! For over a year we have been working together making consistent profit just bought my second home at the beginning of summer.

    • @Lourd-Bab
      @Lourd-Bab 14 дней назад

      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

    • @MathewOliver486
      @MathewOliver486 14 дней назад

      @@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.

    • @Lourd-Bab
      @Lourd-Bab 14 дней назад

      @@MathewOliver486 Oh please I’d love that. Thanks!.

    • @MathewOliver486
      @MathewOliver486 14 дней назад

      @@Lourd-Bab Clementina Abate Russo is her name.

    • @MathewOliver486
      @MathewOliver486 14 дней назад

      Lookup with her name on the webpage.

  • @DevanAsher
    @DevanAsher 26 дней назад +1374

    I often contemplate how elite investors manage to become millionaires through investing. I have a significant amount of capital that needs to be put to work, but I'm unsure about the strategies or approaches that will enable me to achieve good profits.

    • @BeverlyTerry-zx4bt
      @BeverlyTerry-zx4bt 26 дней назад

      Before investing, I would highly recommend you to read a few books before. Books like Common stock and uncommon profits and the intelligent investor. They will help you a lot.

    • @Ella-Fitzgerald
      @Ella-Fitzgerald 26 дней назад +5

      The market has gone berserk. irrespective of experience level, everyone needs a sort of coach at some point to thrive forward.

    • @DynamicConstructionz
      @DynamicConstructionz 26 дней назад +5

      True, A lot of folks downplay the role of professionals until being burnt by their own emotions. I remember a couple of summers back after my lengthy financial setback, I needed a good boost to help my business stay afloat hence I researched for licensed financial advisors and came across someone of due diligence who helped a lot to grow my reserve notwithstanding inflation to 165%

    • @HardyThomasD.
      @HardyThomasD. 26 дней назад +2

      How may I contact your licensed financial advisor as my portfolio is dwindling?

    • @DynamicConstructionz
      @DynamicConstructionz 26 дней назад +4

      My CFA is Karen Marie Gendron, 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..

  • @Elimoore_jk67
    @Elimoore_jk67 12 дней назад +52

    *I didn't become financially independent until I was in my late 40's, and I'm still in my 40's. In addition to having purchased my second home and earning money on a monthly basis through passive income, I've also achieved three out of five goals. I just hope this inspires someone to realize that it doesn't matter if you don't have any of these things yet, you can start today no matter your age. Change your future by investing! I made a rather big decision by investing in the financial market.*

    • @staceyfrankfurt6030
      @staceyfrankfurt6030 12 дней назад +3

      Sure, investing is essential for maintaining your financial stability, but making any kind of legitimate investment without the correct advice of a professional can result in a significant loss as well.

    • @HamsikDouglas
      @HamsikDouglas 12 дней назад +1

      It's really not easy investing or trading the financial market. I read a lot of books, tried to study, watch some tutorial videos, did a little demo before funding my account and I still lost a lot. The financial market could be very tricky

    • @johnghatti
      @johnghatti 12 дней назад

      I think the market is being manupulated, I do well on demo but when I switch to live account, the loses start pouring in

    • @lisabrenda3620
      @lisabrenda3620 12 дней назад

      The market is isn't manupulated. Beginner traders sometimes make the error of trading on their own without the right guidance or knowledge, and they frequently come to regret it. You need a mentor and an expert to help you trade as a newbie.

    • @gazelsin3169
      @gazelsin3169 12 дней назад

      Trading under the guidance of an expert is the best strategy for beginners.

  • @MarieWentworth-p2h
    @MarieWentworth-p2h 25 дней назад +1317

    So that first $10K you invest really does matter. It’s like setting the foundation, and if you get it right, it can snowball.

    • @ZaynabIbrahim-o7s
      @ZaynabIbrahim-o7s 25 дней назад +4

      Exactly. It’s not just about putting it somewhere and hoping for the best-it’s knowing where to invest so it really grows. But it’s hard to figure that out on your own.

    • @HassanBin-t9z
      @HassanBin-t9z 25 дней назад

      @@ZaynabIbrahim-o7s I was in the same boat until I started working with a financial advisor. She helped me make those first investment choices smartly, and since then, my portfolio has grown by nearly half a million dollars.

    • @MarieWentworth-p2h
      @MarieWentworth-p2h 25 дней назад

      @@HassanBin-t9z Wow, so she helped you take that initial amount and build on it?

    • @HassanBin-t9z
      @HassanBin-t9z 25 дней назад

      @@MarieWentworth-p2h Yep, exactly. Her name is Zoe Ann Wiest, and she set me up with a plan that kept building over time. Honestly, it’s been one of the best decisions I made.

    • @ZaynabIbrahim-o7s
      @ZaynabIbrahim-o7s 25 дней назад

      @@HassanBin-t9z That’s incredible. Do you know how I could reach her?

  • @Catherine-b1i
    @Catherine-b1i 19 дней назад +1290

    How can I make good profit as a beginner starting with $6,000 ~is2

    • @DelilahWilliams-z1p
      @DelilahWilliams-z1p 19 дней назад

      As a beginner, it's essential for you to have a guardian to keep you accountable. I'm guided by Amanda Katherine Nakitare

    • @George-u1v
      @George-u1v 19 дней назад

      Don't rush in rather seek expertise like Amanda Katherine. Growing a port-folio is complex

    • @Dominic-y6e
      @Dominic-y6e 19 дней назад

      I racked up so much losses trying it on my own. Amanda really saved me from myself

    • @GabrielleSmith-l4k
      @GabrielleSmith-l4k 19 дней назад

      Finding someone truly skillful is hard. I'm happy to see that a lot of people found Amanda

    • @Elijah-d2l
      @Elijah-d2l 19 дней назад

      Same here. Amanda managing myportfolio was my best decision. Gotten more than half a million since

  • @Daaannn-g6k
    @Daaannn-g6k 16 дней назад +1641

    I recently liquidated some long-term positions and now have about $250k to invest. Do you think Nvidia is still a smart buy, or have I missed a key buying window? Any recommendations for high-performing stocks would be appreciated.

    • @DanöVee
      @DanöVee 16 дней назад +1

      In my view, Palantir, ARM, and Nvidia are still strong investment opportunities-but to be clear, I'm not a financial advisor!

    • @FerdLerd
      @FerdLerd 16 дней назад

      I used to question the value of having a financial advisor until my wife’s company assigned her one in 2020. Honestly, it’s been the best financial decision I’ve made.

    • @CarddtReddt
      @CarddtReddt 16 дней назад

      If it’s not too much to ask, would you be willing to connect me with your advisor to help restructure my portfolio?

    • @FerdLerd
      @FerdLerd 16 дней назад

      Rebecca Lynne Buie has consistently been my top recommendation. She’s widely recognized for her expertise in financial markets and has a strong track record. I highly recommend her.

    • @HotManP-l5g
      @HotManP-l5g 16 дней назад

      Thank you for the suggestion. I found her website and filled out the inquiry form. I’m hoping to hear back from her soon.

  • @Riggsnic_co
    @Riggsnic_co 23 дня назад +136

    As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.

    • @kevinmarten
      @kevinmarten 23 дня назад +5

      I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.

    • @JacquelinePerrira
      @JacquelinePerrira 23 дня назад +3

      Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.

    • @Jamessmith-12
      @Jamessmith-12 23 дня назад +2

      That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?

    • @JacquelinePerrira
      @JacquelinePerrira 23 дня назад +3

      '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.

    • @Jamessmith-12
      @Jamessmith-12 23 дня назад +2

      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.

  • @Agatha.wayne0
    @Agatha.wayne0 26 дней назад +1337

    I must say you are an inspiration because I started up investing and trading as a scared investor who doesn’t want to lose money, glad to say I’m very profitable now and bought my first house through it

    • @SarachiWowa
      @SarachiWowa 26 дней назад

      I advise you to invest in stocks to balance out your real estate, Even the worst recessions offer wonderful buying opportunities in the markets if you're cautious. Volatility can also result in excellent short-term buy and sell opportunities. This is not financial advice, but buy now because cash is definitely not king right now!

    • @RicardaWindsheimer
      @RicardaWindsheimer 26 дней назад

      My portfolio has been in the gutter for the entire year, so I started researching new ways to profit in the market, but everything I tried just seemed to miss the mark. Please let us know the name of your financial advisor.

    • @GersderaNioer
      @GersderaNioer 26 дней назад

      Wow, that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

    • @RicardaWindsheimer
      @RicardaWindsheimer 26 дней назад

      My CFA “Stacy Lynn Staples”, 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 mark

    • @Frankjacob387
      @Frankjacob387 26 дней назад

      I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.

  • @EverlyndPerez
    @EverlyndPerez Месяц назад +202

    I’m pretty young and just started my portfolio with around $80K. Dividends drew me in right away! Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs

    • @Theresaa12
      @Theresaa12 Месяц назад +6

      It's wise to seek expert assistance when beginning your financial portfolio. market is volatile, so professional guidance is so important..

    • @RickWatson-xu6gw
      @RickWatson-xu6gw Месяц назад +3

      Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.

    • @Debbie.Burton
      @Debbie.Burton Месяц назад +3

      Hey friend, How can I work with your Fiduciary?

    • @RickWatson-xu6gw
      @RickWatson-xu6gw Месяц назад +1

      *Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @RickWatson-xu6gw
      @RickWatson-xu6gw Месяц назад +1

      *Marissa Lynn Babula* is the licensed CFP I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

  • @JefferyDuns
    @JefferyDuns 18 дней назад +1298

    I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

    • @Nernst96
      @Nernst96 18 дней назад +2

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @PatrickLloyd-
      @PatrickLloyd- 18 дней назад +1

      Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.

    • @PhilipDunk
      @PhilipDunk 18 дней назад +1

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @PatrickLloyd-
      @PatrickLloyd- 18 дней назад

      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..

    • @PhilipDunk
      @PhilipDunk 18 дней назад +1

      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.

  • @NO-TIME170
    @NO-TIME170 17 дней назад +1514

    I'm ecstatic with the election outcome and the year-end market surge. Which hidden jewels in the upcoming bull run would you buy with 100 grand right now? My goal is to position myself for a prosperous Q1 in 2025.

    • @gregorywhem
      @gregorywhem 17 дней назад +2

      Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.

    • @carolynrose1816
      @carolynrose1816 17 дней назад +1

      Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
      Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.

    • @AddilynTuffin
      @AddilynTuffin 17 дней назад +2

      "DCA DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% SCHG, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.

    • @Dollrnri
      @Dollrnri 17 дней назад +1

      @@AddilynTuffin I find your situation fascinating. Would you be willing to suggest a trusted advisr you've worked with?

    • @AddilynTuffin
      @AddilynTuffin 17 дней назад +2

      Sure i don't mind. I've stuck with ‘’Jennifer Leigh Hickman ” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

  • @Mlanderos-t9e
    @Mlanderos-t9e 29 дней назад +581

    I just turned 44 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $400k

    • @Raniyanhunter
      @Raniyanhunter 29 дней назад +6

      Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.

    • @garnold-l5p
      @garnold-l5p 29 дней назад +5

      Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.

    • @Anessa-gibson
      @Anessa-gibson 29 дней назад +3

      Hello, I'm interested in trying this out. Who is your FA, I'm gasping for breath. Have been doing things myself but it's clearly not working

    • @jnioc
      @jnioc 28 дней назад

      @@garnold-l5pcongratulations

    • @garnold-l5p
      @garnold-l5p 28 дней назад +4

      Judith Lynn Staufer is who I work with. Have worked with her for about 5 years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

  • @jasminelilian8302
    @jasminelilian8302 21 день назад +1045

    As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Aaron Addison’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

    • @jasminelilian8302
      @jasminelilian8302 21 день назад

      TELE

    • @jasminelilian8302
      @jasminelilian8302 21 день назад

      GRAM

    • @jasminelilian8302
      @jasminelilian8302 21 день назад

      AARONT44 ☀☀☀☀☀

    • @charliesunderland94
      @charliesunderland94 21 день назад

      Everyone needs more than a Bsic Income to be Financially Secured in this present time that there's an Economic Decline.

    • @royalsdave
      @royalsdave 21 день назад

      Access to good information is what we investors needs to progress financially and generally in life. this is a good one and I appreciate

  • @AdolphusAupry
    @AdolphusAupry 10 дней назад +194

    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

    • @shandegabrielrojas9350
      @shandegabrielrojas9350 10 дней назад +1

      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

    • @ZahirFriedman
      @ZahirFriedman 10 дней назад +1

      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.

    • @sarapalin
      @sarapalin 10 дней назад +1

      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.

    • @stephaniebeddis8069
      @stephaniebeddis8069 10 дней назад

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

    • @DianaLinden-l6q
      @DianaLinden-l6q 10 дней назад

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

  • @Bridget-l7p
    @Bridget-l7p 24 дня назад +821

    What sets top investors apart from the rest? I've got $385K in equity from a home sale and I'm unsure whether to put it into stocks or wait for a more favorable market condition.

    • @Bako-b8j
      @Bako-b8j 24 дня назад +4

      You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.

    • @DavidLucas-so8rr
      @DavidLucas-so8rr 24 дня назад +2

      Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

    • @RobertBrown..
      @RobertBrown.. 24 дня назад +3

      You seem to know the market better than we do, so that makes great sense. Who is the guide?

    • @DavidLucas-so8rr
      @DavidLucas-so8rr 24 дня назад +1

      'Laurelyn Gross Pohlmeier' 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.

    • @EthanBrown_23
      @EthanBrown_23 24 дня назад +1

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @MichaelGabreil
    @MichaelGabreil 26 дней назад +216

    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.

    • @ClemonSteve
      @ClemonSteve 24 дня назад

      My concern is whether I can continue to sustain my standard of living with $550k and avoid outliving my savings. Every withdrawal makes me a bit unsettled

    • @MichaelGabreil
      @MichaelGabreil 24 дня назад

      @@ClemonSteve I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million

    • @ClemonSteve
      @ClemonSteve 24 дня назад

      @@MichaelGabreil I'm currently evaluating my portfolio and could use some guidance. How can I get in touch with your advisor?

    • @MichaelGabreil
      @MichaelGabreil 24 дня назад

      @@ClemonSteve 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
      @ClemonSteve 24 дня назад

      @@MichaelGabreil 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

  • @NatalieFormor
    @NatalieFormor 26 дней назад +443

    I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money

    • @KristensenJørgensen
      @KristensenJørgensen 26 дней назад

      It’s best if you buy growth/blue-chip/large caps stocks only. Also, as a newbie its advisable you work with an investment advisor to help set up a well-structured portfolio.

    • @LejlaGöransson
      @LejlaGöransson 26 дней назад

      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.

    • @Robbertskypes
      @Robbertskypes 26 дней назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

    • @LejlaGöransson
      @LejlaGöransson 26 дней назад

      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.

    • @HakimiAdulatafeez
      @HakimiAdulatafeez 26 дней назад

      She appears to be well-educated and well-read. I ran an onlline search on her name and came across her webslte; thank you for sharing. I sccheduled a caII..

  • @ChengHao03
    @ChengHao03 Месяц назад +168

    Money doesn’t grow overnight, but with the right investments, it can grow exponentially over time.

    • @Friedrich-j3i
      @Friedrich-j3i Месяц назад +1

      Time in the market is one of the biggest factors in growing wealth through investments.

    • @Magdalena-u7l
      @Magdalena-u7l Месяц назад

      Thanks to my financial adviser, I’ve experienced the benefits of being in the market long enough to see substantial growth.

    • @JunlaiAiguo3c
      @JunlaiAiguo3c Месяц назад

      Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

    • @Magdalena-u7l
      @Magdalena-u7l Месяц назад

      Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

    • @JunlaiAiguo3c
      @JunlaiAiguo3c Месяц назад

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

  • @patrickhenandez
    @patrickhenandez 26 дней назад +225

    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.

    • @Lourd-Bab
      @Lourd-Bab 26 дней назад

      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

    • @patrickhenandez
      @patrickhenandez 26 дней назад

      @@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.

    • @Lourd-Bab
      @Lourd-Bab 26 дней назад

      @@patrickhenandez Oh please I’d love that. Thanks!.

    • @patrickhenandez
      @patrickhenandez 26 дней назад

      @@Lourd-Bab Clementina Abate Russo is her name.

    • @patrickhenandez
      @patrickhenandez 26 дней назад

      Lookup with her name on the webpage.

  • @Madi__Campbell-p3l
    @Madi__Campbell-p3l 8 дней назад +1062

    Excellent video! It is very important for any person to find something to strive for and fight for no matter what the circumstances.
    Once you set the right goal for yourself, making decisions will be easy and fun. It stuns me enormously the way that I go from carrying on with a typical way of life to making over 63k each month through consistently compounding my income via assets to create more cash flow. I grew to a 7 figure well-diversified portfolio knowing where to focus having exposure to different prolific investments mainly savings account, stocks, bonds and high yield dividend funds.I've gleaned some useful knowledge throughout recent years that there are a lot of plenty opportunities in the financial markets;all it takes is just to focus on the right thing. Credits to Jinny Franz,There's something I'd always share concerning working with a financial professional can actually help you prepare for life financial struggle’s.

    • @Madi__Campbell-p3l
      @Madi__Campbell-p3l 8 дней назад

      She's mostly on Telegrams, using the user name

    • @Madi__Campbell-p3l
      @Madi__Campbell-p3l 8 дней назад

      @JinnyFranz

    • @DavidHobbs-f6v
      @DavidHobbs-f6v 8 дней назад

      The market has gone berserk! whether you're a newbie or a veteran trader, everyone needs a sort of coach at some point to thrive forward.

    • @WendyHall-l8s
      @WendyHall-l8s 8 дней назад

      Jinny Franz understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. Her siignals are top notch..

    • @PippaRodgers
      @PippaRodgers 8 дней назад

      The key to financial stability is having the right investment. suggestions for a diverse portfolio. Many investment failures. and losses happen when you invest without proper guidance.

  • @frankbell1408
    @frankbell1408 26 дней назад +634

    From $10K to $25k that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @DeanArif-tx6ec
      @DeanArif-tx6ec 26 дней назад +10

      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.

    • @LiamOliver-fz2sy
      @LiamOliver-fz2sy 26 дней назад

      Wow that's huge, how do you make that much weekly? I'm 37 and have been looking for ways to be successful, please how??

    • @frankbell1408
      @frankbell1408 26 дней назад +8

      Oh, yeah. That was possible with the help of my Guru expert, Jenifer Spencer ❤❤❤❤

    • @frankbell1408
      @frankbell1408 26 дней назад +8

      She's a licensed broker and successful entrepreneur from the state.

    • @Darrencriss-nx9xv
      @Darrencriss-nx9xv 26 дней назад +3

      That's great!!. I don't know anything about investing and I intend to start. What are your strategies?

  • @EmilyEvelyn-90
    @EmilyEvelyn-90 10 дней назад +262

    I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for...

    • @YvonneFranken
      @YvonneFranken 10 дней назад +2

      I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes..

    • @EmilyEvelyn-90
      @EmilyEvelyn-90 10 дней назад +2

      @@YvonneFranken That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

    • @YvonneFranken
      @YvonneFranken 10 дней назад +1

      @@EmilyEvelyn-90 My advisor is *MARGARET MOLLI ALVEY*

    • @YvonneFranken
      @YvonneFranken 10 дней назад +1

      You can look her up online .

    • @AlilatTiamiyu
      @AlilatTiamiyu 10 дней назад +1

      @@YvonneFranken The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?

  • @happylivingjacksonville5236
    @happylivingjacksonville5236 Месяц назад +8

    You have been the only person that has broken down investments, savings, and retirement, in such a manner that I finally get it! Been following others for years and I still scratch my head. Thank you! 😊

  • @aliyumuhammad6772
    @aliyumuhammad6772 День назад +14

    I remember when I just got into crypto back in 2019 but later in 2020 l ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I'm up with 128k in a short period of time .This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many losses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.

    • @iracymoraes6180
      @iracymoraes6180 День назад

      I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?

    • @gaghoy6773
      @gaghoy6773 День назад

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

    • @economistasincero2780
      @economistasincero2780 День назад

      Like, I would really appreciate it if you showed me how to do it .

    • @aliyumuhammad6772
      @aliyumuhammad6772 День назад

      As a beginner investor, it's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Mrs Kristine . A widely known crypto consultant

    • @gaghoy6773
      @gaghoy6773 День назад

      I'm a beginner please how can i reach out KRISTINE

  • @BetycreacionesBebi
    @BetycreacionesBebi 25 дней назад +250

    You spoil us Steve! I've digested a plethora of macroeconomic/markets oriented channels here on RUclips over the years and the only two that I can still stomach are you and Adam Taggart. You get the very best and spot on facts and ask thought provoking and unbiased questions that help listeners like myself better understand the complex forces driving our world today. More importantly, thank you for recommending Tracy Britt Cool Consulting my investment portfolio with her has been quite sustaining

    • @Dylancool8048
      @Dylancool8048 25 дней назад +4

      I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Tracy Britt Cool Consulting. I am at $128k right now and LOVING that you have to bring this up here

    • @Mariacarlos11
      @Mariacarlos11 25 дней назад +1

      I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Tracy Britt Cool Consulting. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, she was able to scale this quickly to $150,000.

    • @JateStones
      @JateStones 25 дней назад

      I know this FA, Tracy Britt Cool Consulting but only by her reputation at Berkshire Hattaway; even though she's now involved in managing portfolios and providing investmnt guidance to clients. I have been trying to get in contact since I watched her interview on WSJ last month

    • @ZinnySunday
      @ZinnySunday 25 дней назад

      Thanks to steve. Following his recommendation, I started researching into Tracy Britt Cool Consulting. Thankfully it was a little over a year ago now, I started an Investment with Tracy's Services and that allowed me to be on much MUCH more stable ground in the face of global financial upheaval. For what it's worth, it made a difference for me and my little family.

    • @BetycreacionesBebi
      @BetycreacionesBebi 25 дней назад +1

      @jatestones You can glance her name up on the internet .she's renowned and has quite a following. So it shouldn't be a hassle finding her Consulting page

  • @RaulDiaz-n9t
    @RaulDiaz-n9t 12 дней назад +410

    Election is one of those things that could really contribute to portfolio growth and vice versa. I've been going hard with my investments this year and have been able to build up to 180k, Are there tips I could apply to help me grow my portfolio even more during and after this election season?.

    • @Joanmacduff
      @Joanmacduff 12 дней назад +2

      Well detailed video. Things are a bit strange right now. Inflation is making the dollar weaker for buying things like basic needs, but it's getting stronger against other stuff. So, stuff like stocks, houses and precious metals aren't doing so great because folks are putting their money into banks for safety but I'm worried about my retirement savings losing value fast.

    • @Joanmacduff
      @Joanmacduff 12 дней назад +1

      If you are in cross roads or need sincere advice on the best moves to take now its best you seek an independent advisor who knows about the financial markets. It's better to hire a skilled financial planner especially if you're not one yourself. I hired one, after my retirement pension took a hit in April due to the crash.

    • @RaulDiaz-n9t
      @RaulDiaz-n9t 12 дней назад +2

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @Joanmacduff
      @Joanmacduff 12 дней назад +2

      My CFA ’Gabriel Alberto William a renowned figure in her line of work. I recommend researching his credentials further. he has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @RaulDiaz-n9t
      @RaulDiaz-n9t 12 дней назад

      Thank you for putting this out, it has rekindled the fire to my goal

  • @AliceAnderson-in1et
    @AliceAnderson-in1et 14 дней назад +117

    You work for 40yrs to have $1m in your retirement, Meanwhile some people are putting just $10k in a meme coin for just few months and now they are multi millionaires. I pray that anyone who reads this will be successful in life

    • @dulcehahn12
      @dulcehahn12 14 дней назад

      I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?

    • @IsaacClark-j7h
      @IsaacClark-j7h 14 дней назад

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

    • @AliceAnderson-in1et
      @AliceAnderson-in1et 14 дней назад

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Alex Gomez. A widely known crypto consultant

    • @dulcehahn12
      @dulcehahn12 14 дней назад

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

    • @AliceAnderson-in1et
      @AliceAnderson-in1et 14 дней назад

      I started working with Alex Gomez back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

  • @nickmcdonarld
    @nickmcdonarld 23 дня назад +127

    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 Brooke Miller for helping me achieve this

    • @ClarenceFerland
      @ClarenceFerland 23 дня назад

      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

    • @DebbieSimone
      @DebbieSimone 23 дня назад

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

    • @anatolyivan
      @anatolyivan 23 дня назад

      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.

    • @sarapalin
      @sarapalin 23 дня назад

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

    • @ZahirFriedman
      @ZahirFriedman 23 дня назад

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

  • @GeorgiChiavacci
    @GeorgiChiavacci 14 дней назад +60

    Thank you for recommending Sarah Jennine Davis on one of your videos.
    I reached out to her and investing with her has been amazing. I paid off my $529k 2.125% 15 years loan in 8 months. Now totally debt free with 2 paid off rentals. Love having no debt for the last 5 months. Thank you SARAH JENNINE DAVIS

    • @Amelia-oo6xf
      @Amelia-oo6xf 14 дней назад

      Wow, congratulations on your impressive investment success!

    • @Karenfloen
      @Karenfloen 14 дней назад

      I'm curious, what are some of the key factors that you consider when making investment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of investing?

    • @GeorgiChiavacci
      @GeorgiChiavacci 14 дней назад

      @@Karenfloen You need a pro that is good at navigating the market. Someone like Sarah Jennine Davis she trade for me.

    • @Randymanfred41
      @Randymanfred41 14 дней назад

      I agree just reached My goal of $300k

    • @Evan_Trevor
      @Evan_Trevor 14 дней назад

      This is really helpful for my situation, do you know how much is ok for a start, how can i get to her please

  • @lennoxmutterick6434
    @lennoxmutterick6434 18 дней назад +220

    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.

    • @caseycantrell-gh6fg
      @caseycantrell-gh6fg 18 дней назад

      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

    • @lennoxmutterick6434
      @lennoxmutterick6434 18 дней назад

      @@caseycantrell-gh6fg 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.

    • @caseycantrell-gh6fg
      @caseycantrell-gh6fg 18 дней назад

      @@lennoxmutterick6434 Oh please I’d love that. Thanks!.

    • @lennoxmutterick6434
      @lennoxmutterick6434 18 дней назад

      @@caseycantrell-gh6fg Clementina Abate Russo is her name.

    • @lennoxmutterick6434
      @lennoxmutterick6434 18 дней назад

      Lookup with her name on the webpage.

  • @anggaerlangga-uo6wl
    @anggaerlangga-uo6wl 12 дней назад +86

    I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Evelyn Infurna. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.

    • @StephanieMoore-oj7vz
      @StephanieMoore-oj7vz 12 дней назад

      I know this lady you just mentioned. Evelyn Infurna Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Evelyn Infurna has demonstrated expertise in investment strategies n has been involved in managing portfolios and providing guidance to clients.

    • @BrianWilliam-m6l
      @BrianWilliam-m6l 12 дней назад

      I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Evelyn Infurna. I am at $128k right now and LOVING that you have to bring this up here

    • @jeffbox1torres
      @jeffbox1torres 12 дней назад

      Evelyn Infurna Services has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

    • @DavidMartins-y1c
      @DavidMartins-y1c 12 дней назад

      She hooked me up with a late-stage fund that got me in on private shares of some hot companies before they hit the market or blew up. Those investments totally paid off when the companies went public and their stocks shot up. Now, I’m stoked because I’m heading into retirement with almost a million bucks in my portfolio.

    • @DannielleRosales
      @DannielleRosales 12 дней назад +1

      As a newbie, what do I need to do? How can I invest, on which platform? If you know, please share. I'm new to this, please how can I contact her?

  • @MissyTUV
    @MissyTUV Месяц назад +15

    I randomly started playing around with stocks in 2020 and somehow managed to get a good number of NVDA stocks…it’s been a great ride so far! I do feel like it was completely accidental so I’m playing it safe and focusing on S&P500 index stocks for the majority of my investments…but that NVDA is just a rock star!

    • @CalltoLeap
      @CalltoLeap  Месяц назад +2

      Good stuff!

    • @MissyTUV
      @MissyTUV Месяц назад +2

      @@CalltoLeap thanks to your videos I feel confident I’m on the right track. Although I’m Canadian and have to find the Canadian version of all the things you mention, it’s been great following you!

  • @PaulLee-d7s
    @PaulLee-d7s 3 дня назад +18

    I just shared it with good intentions, Hello everyone and I hope you enjoyed watching a great video, Day trading is the best way to make money with the help of experienced traders, In my opinion, it is one of the most important skills to learn, everyone should invest and not save, Some may agree, some may not, I really appreciate Kavita Rohan's daily signals and his well researched prediction suggestions.

    • @Victoria_10249
      @Victoria_10249 3 дня назад +1

      How can I contact her??

    • @PaulLee-d7s
      @PaulLee-d7s 3 дня назад +2

      She is mainly on Telegrams, using the username below

    • @PaulLee-d7s
      @PaulLee-d7s 3 дня назад +5

      mrs_kavita90
      👍

    • @PaulLee-d7s
      @PaulLee-d7s 3 дня назад +1

      You have to get the application installed and look her up with the name above.. Make sure it is spelled correctly.

    • @Victoria_10249
      @Victoria_10249 3 дня назад +1

      Thanks for the info... I'll contact her as soon as possible, I also want to get good knowledge and stop losing

  • @PedroPique-s5w
    @PedroPique-s5w 28 дней назад +27

    I am so happy that i made a productive decision about my finances that changed my life forever. I am a dad mother and i live in Florida, i bought a new Car in September and i hope to retire next year at 45 if all goes well. Thanks to Mrs Angie Chen Owens for helping me achieve this.

    • @GeorgeCrane-v8b
      @GeorgeCrane-v8b 28 дней назад

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

    • @MikeRussell-x2z
      @MikeRussell-x2z 28 дней назад

      You trade with Angie Owens too? Wow that woman has been a blessing to me and my family.

    • @marcellorsicialina6199
      @marcellorsicialina6199 28 дней назад

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

    • @AydaGarcia-s8k
      @AydaGarcia-s8k 28 дней назад

      I was skeptical at first until I decided to try. It’s huge returns is awesome! I can’t say much.

    • @PedroPique-s5w
      @PedroPique-s5w 28 дней назад

      she's mostly on Telegrams, using the user name

  • @benjamindavidson22
    @benjamindavidson22 День назад +3

    I'm new to investing and trying to make sense of all the conflicting advice on asset allocation. On one hand, ETFs and index funds seem like a safe bet because they offer broad diversification and lower risk. On the other hand, some argue that individual stocks, if chosen wisely, can potentially provide much higher returns. I understand both options have their trade-offs, but I'm struggling to figure out which strategy makes the most sense for someone starting out who also wants room for growth

    • @frankbarnes22
      @frankbarnes22 День назад +3

      I’m nearing retirement myself and was feeling the same uncertainty. I got a later start on investing, so depending solely on ETF growth just wasn’t making the impact I needed. Working with a financial advisor, though, changed a lot for me. I restructured my investments, and now, I’m confidently on track for a $5 million retirement. I honestly don’t think I’d have this kind of peace of mind without that advice

    • @scottarmstrong11
      @scottarmstrong11 День назад +3

      I’m in a similar boat, trying to figure out the best approach for my portfolio. How did you find your advisor?

    • @frankbarnes22
      @frankbarnes22 День назад +3

      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.

    • @scottarmstrong11
      @scottarmstrong11 День назад +2

      thanks for this recommendation . I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.

  • @DavidCurvin-p2q
    @DavidCurvin-p2q 29 дней назад +53

    I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

    • @Martensalberto
      @Martensalberto 29 дней назад

      As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.

    • @Martensalberto
      @Martensalberto 29 дней назад

      If you can, then get a professional to trade for you I think that way your assets are more secure.

    • @Martensalberto
      @Martensalberto 29 дней назад

      Someone like expert viola patterson

    • @LilyR-s9y
      @LilyR-s9y 29 дней назад

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

    • @LilyR-s9y
      @LilyR-s9y 29 дней назад

      I've seen this name before and l'm now interested. Could you let me know how I can reach her?

  • @RK831
    @RK831 Месяц назад +6

    Millionaire here. I started my first $10,000 into a mutual fund, and I switched from mutual fund to mutual fund until I decided not to try to beat the S&P500, so I bought SPY and kept buying it. I now have about 1700 shares of SPY, which in itself is worth over a million. My other investment is a Roth IRA with Janus which barely beats the S&P500, making it one of the top funds, and that position is worth $650k, so that makes me worth $1.6+M.

    • @CalltoLeap
      @CalltoLeap  Месяц назад

      That’s awesome!

    • @TheAccessFoundation
      @TheAccessFoundation Месяц назад

      Do you buy covered calls with SPY? Or just pump money into it and let whatever happens happen?

  • @FahimUniverse
    @FahimUniverse 17 дней назад

    I'm a beginner and have zero knowledge about investing. It helps so much with the visual explanation and you did a great presentation. Thank you so much! It was so simple to understand. ❤

  • @nickmcdonarld
    @nickmcdonarld 28 дней назад +157

    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 Grace Miller.

    • @adrianamatilda1
      @adrianamatilda1 28 дней назад

      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

    • @MorelaKagarise
      @MorelaKagarise 28 дней назад +1

      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.

    • @stephaniebeddis8069
      @stephaniebeddis8069 28 дней назад

      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.

    • @ZahirFriedman
      @ZahirFriedman 28 дней назад

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

    • @sarapalin
      @sarapalin 28 дней назад

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

  • @agathacolleen
    @agathacolleen Месяц назад +222

    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, thanks Brooke Grace Miller

    • @DianaLinden-l6q
      @DianaLinden-l6q Месяц назад

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

    • @henrybernhard0
      @henrybernhard0 Месяц назад

      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.

    • @UsamaG-mq1jy
      @UsamaG-mq1jy Месяц назад

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

    • @shandegabrielrojas9350
      @shandegabrielrojas9350 Месяц назад

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

    • @agathacolleen
      @agathacolleen Месяц назад

      she's mostly on Instagrams, using the user name

  • @kortyEdna825
    @kortyEdna825 12 дней назад +4

    80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large $5m stock/bond portfolio for substantial gains at minimum risk of inflation.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 12 дней назад +2

      I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's critical to look for expert advice.

    • @KaurKhangura
      @KaurKhangura 12 дней назад +2

      Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

    • @carssimplified2195
      @carssimplified2195 12 дней назад +2

      Fantastic! That sounds wonderful. How can I get in touch with your financial supervisor?

    • @KaurKhangura
      @KaurKhangura 12 дней назад +1

      ‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

    • @carssimplified2195
      @carssimplified2195 12 дней назад

      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.

  • @64018
    @64018 2 дня назад

    Im so glad to come across your video for investing. You explained it so well with visual when compared to others. Nee subscriber!!! 🎉

  • @Tsunaniis-j5l
    @Tsunaniis-j5l Месяц назад +51

    I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?

    • @MakeamericaGreatagain-h7j
      @MakeamericaGreatagain-h7j Месяц назад +1

      I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.

    • @Damncars456
      @Damncars456 Месяц назад +1

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

    • @DreamweaverShade-h9p
      @DreamweaverShade-h9p Месяц назад

      This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now

    • @Damncars456
      @Damncars456 Месяц назад +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @MARSHMALLOWwhimsy
      @MARSHMALLOWwhimsy Месяц назад

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

  • @MaximilianFischer497
    @MaximilianFischer497 9 дней назад +5

    Great video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?

    • @TicheDebb0
      @TicheDebb0 9 дней назад +4

      I've purchased numerous stocks in individual firms. Because there are so many stocks that will skyrocket in the long run, it is currently safe to buy in on ETF and ride it out. Due to fud, I sold out early, but then retraced my ways and re-invested $350,000 with a financial advisor who manages my account. I received an 82% return last year and will see where it goes this year.

    • @RowanBryson
      @RowanBryson 9 дней назад +4

      Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

    • @MarshalWagner457
      @MarshalWagner457 9 дней назад +2

      I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

    • @RowanBryson
      @RowanBryson 9 дней назад +4

      My CFA “Sonya Lee Mitchell”, 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.

    • @AshleySommerset808
      @AshleySommerset808 9 дней назад +2

      I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you.

  • @AlexzanderRyan-j7l
    @AlexzanderRyan-j7l 27 дней назад +120

    The process of trading can be complicated when you have limited knowledge. However, with the right strategy and setups, you can be successful. I’m guided by Charles Tyson. A widely known crypto consultant

    • @SandraGomez-l8v
      @SandraGomez-l8v 27 дней назад

      This is superb! Information, as a noob it gets quite difficult to handle all of this, and staying informed is a major cause, how do you go about this are you a pro investor?

    • @AlexzanderRyan-j7l
      @AlexzanderRyan-j7l 27 дней назад

      yeah Charles Tyson was my hope during the 'bear summer' last year. I did so many mistakes but also learned so much from it, and of course from Charles Tyson. He is my number one source when it comes to crypto and TA.

    • @JamieWatson-p8w
      @JamieWatson-p8w 27 дней назад

      So you guys knw him too?... he made me I own my own house and car.
      He is good. His success story is everywhere, his method surprse me honestly

    • @SandraGomez-l8v
      @SandraGomez-l8v 27 дней назад

      Oh please, how can someone get to speak with Charles Tyson?

    • @AlexzanderRyan-j7l
      @AlexzanderRyan-j7l 27 дней назад

      HE'S MOSTLY ON TELEGRAMS,

  • @LizaPhilips
    @LizaPhilips 2 дня назад +4

    I’ve been saving for a long time instead of investing, and right now I only have about $516k. I'm not sure how to make it grow, considering all the inflation, into something substantial that I might use for retirement. I’m just here for ideas

    • @Johnlarry12
      @Johnlarry12 2 дня назад +4

      50% stock, 20% Bitcoin, 20% high yield CD/ bonds, 10% cash/ fully liquid stable asset

    • @frankbarnes22
      @frankbarnes22 2 дня назад +3

      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.

    • @scottarmstrong11
      @scottarmstrong11 2 дня назад +3

      I could really use the expertise of this advsors

    • @frankbarnes22
      @frankbarnes22 2 дня назад +3

      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.

    • @scottarmstrong11
      @scottarmstrong11 2 дня назад +2

      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.

  • @baiboo7771
    @baiboo7771 16 дней назад +11

    Thank you for recommending Rebecca Jin financials on one of your videos. I reached out to her and investing with her has been amazing.

    • @vangweu3154
      @vangweu3154 16 дней назад +8

      Wow, congratulations on your impressive investment success! Your discipline and focus on delayed gratification is truly inspiring. I'm curious, what are some of the key factors that you consider when making investment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of investing? Thanks for sharing your story!

    • @นิลันเดขนุช
      @นิลันเดขนุช 16 дней назад +7

      Wow, congratulations on your impressive investment success! Your discipline and focus on delayed gratification is truly inspiring. I'm curious, what are some of the key factors that you consider when making investment decisions? Do you have any tips for those of us who are just starting to dip our toes into the world of investing? Thanks for sharing your story!

    • @baiboo7771
      @baiboo7771 16 дней назад +6

      She's Rebecca Jin financials

    • @Isabella-p2r3u
      @Isabella-p2r3u 16 дней назад +7

      How do I access her ? I really need this

    • @baiboo7771
      @baiboo7771 16 дней назад +7

      +130

  • @sarahpeck-wt8lb
    @sarahpeck-wt8lb 13 дней назад

    I like your videos very much. You have taught me s lot, especially with options. I love to work with buying and selling calls. Might try selling puts when I'm ready. You have given me a lot of insight to investing. Sarah in northern Michigan

  • @Christensen554
    @Christensen554 24 дня назад +36

    In all my years of investing, I’ve come to find out that professional guidance brings about remunerative results. I've watched my net worth grow exponentially over the past year.

    • @Halllaand
      @Halllaand 24 дня назад

      You say it like it's easy forgetting that not everyone is as lucky as you are. I've invested for months now without any progress. How are you able to do it?

    • @Christensen554
      @Christensen554 24 дня назад

      Luck is way off the picture. Jonas Herman, a licensed fiduciary is the brain behind my success. I've gotten into a plethora of assets with $10k spread across stocks (options and futures) for the short term and Roth IRA, index funds, cryptocurrency, and ETFs, for the long term. Now with over 91k in roi, I sit back and just reinvest at intervals while I handle my other businesses.

    • @Zmlambo
      @Zmlambo 24 дня назад

      Do not forget that when it comes to investing, prices can be erratic, rising and declining quickly, often in relation to companies' policies, which individual investors or “experts” do not influence.

    • @Jakebottom
      @Jakebottom 24 дня назад

      I'm green to the investing space. I work most of the week and barely have time to myself. I'd like to use mentorship. How can I get to him?

    • @Christensen554
      @Christensen554 23 дня назад

      Hermanw jonas that’s his gmail okay

  • @Chanelle247
    @Chanelle247 16 дней назад +1

    The breakdown you did at 8:05 is wonderful. It gives me an idea of where to invest for my 15 year old daughter (option B) and my 42 year old self (option C.) Thank you, sir!

    • @Call_to_leap_analyst
      @Call_to_leap_analyst 14 дней назад +1

      You are welcome, what is on your portfolio?

    • @Chanelle247
      @Chanelle247 13 дней назад

      @ SPY, RothIRA and 403b matching. I’d like to try some real estate investing, too.

    • @Call_to_leap_analyst
      @Call_to_leap_analyst 6 дней назад

      @@Chanelle247 Real estate investing can be a great way to diversify your portfolio even further and generate passive income.

    • @Call_to_leap_analyst
      @Call_to_leap_analyst 6 дней назад

      @@Chanelle247 Great insights here! I’ve shared a bit about myself in my bio 'TG' for anyone interested in connecting

    • @Call_to_leap_analyst
      @Call_to_leap_analyst День назад

      @Chanelle247 nice, any crypto?

  • @Pedro.dh10
    @Pedro.dh10 24 дня назад

    Thank you Steve ! Very timely video and as usual, well thought out as I'm close to retiring, so far uninvested and deciding right now what to do first ! I keep coming back to ETF and Index funds vs individual stocks for my first investments. Merci Bien.

  • @austinbar
    @austinbar 24 дня назад +6

    Invest judiciously, keep a stop loss figure. Shuffle between debt and equity wherever the ratio goes too off your target. As for the target, I recommend a Ratio like this Debt % should be equal to your age in years. If you are 20, debt is 20%, reset in equity. If the market falls or rises drastically, your debt % will change, which you should rebalance to 20% and bring back equity to 80%. Thus you would have bought low or booked profit depending on if it was a crash or a bull run.

    • @rogerwheelers4322
      @rogerwheelers4322 24 дня назад +6

      Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. Individuals can seek counsel from a certified financial advisor to optimize financial outcomes, who can provide specialized advice and methods to decrease expenses and maximize income.

    • @joshbarney114
      @joshbarney114 24 дня назад +6

      This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.

    • @FabioOdelega876
      @FabioOdelega876 24 дня назад +3

      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?

    • @joshbarney114
      @joshbarney114 24 дня назад +6

      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.

    • @FabioOdelega876
      @FabioOdelega876 24 дня назад +5

      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.

  • @andrewaustin9991
    @andrewaustin9991 15 дней назад

    I love this guy shows his portfolio balance to start the video lol completely necessary and relevant to the video....

  • @JannyLuits
    @JannyLuits 24 дня назад +3

    Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE

    • @brucemichelle5689.
      @brucemichelle5689. 24 дня назад +1

      If you don’t understand the markets, stick to an index like the S&P 500. Dollar cost average and hold long term, or better still consider financial advisory to avoid losses

    • @KaurKhangura
      @KaurKhangura 24 дня назад +1

      Sometimes I'm surprised most people don't even know they can do that. I've been making at least 200k every year from my investments by working with an FA. When you realise it, it feels like a life hack.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 24 дня назад +1

      Wow, that's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with? in her area and works for Empower Financial

    • @KaurKhangura
      @KaurKhangura 24 дня назад

      ‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a geniusl Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 24 дня назад

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @stephaniespeights8112
    @stephaniespeights8112 18 дней назад

    THANK YOU. I LIKE the way you PRESENT YOUR MESSAGES. 😊

  • @Thacldriva
    @Thacldriva Месяц назад

    Love the balance approach. Option A will be my go to. Thank you.

  • @rick12051
    @rick12051 Месяц назад +8

    Hi Steve I joined your RUclips few weeks ago I like the allocation of 10k it’s perfect

  • @M.E.McCamishJR
    @M.E.McCamishJR День назад

    Hello Steve, what is sale cover calls? BTW I subscribed, keep up the good info.

  • @alexsteven.m6414
    @alexsteven.m6414 15 часов назад +3

    Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2025?

    • @PennyBernadette
      @PennyBernadette 15 часов назад

      I'd 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.

    • @samuelrandy-k8x
      @samuelrandy-k8x 15 часов назад

      This is why I entrusted a fiduciary with my investmnt 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

    • @belobelonce35
      @belobelonce35 15 часов назад

      Recently, I have been exploring the possibility of consulting with advisors. As a mature individual, I am in need of guidance, but I am curious to know how truly impactful their services can be?

    • @samuelrandy-k8x
      @samuelrandy-k8x 15 часов назад

      Finding financial advisors like "Rebecca Nassar Dunne 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.

    • @Tanner-c2m
      @Tanner-c2m 14 часов назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @raulsifuentes702
    @raulsifuentes702 Месяц назад +1

    Thank you for the information. The S&P 500 index sounds like something I will build on instead of chasing individual stocks.

  • @NormanGhali
    @NormanGhali День назад +4

    I've also saved about 13k and I want my money to work for me by diversifying into different asset classes including digital assets. Any ideas how I could invest for good return while properly allocating the funds?

    • @MarkJoe-e7f
      @MarkJoe-e7f День назад +2

      Well, that's not very hard although it requires some technical analysis which you could cover by reading some good books on investing. You could also work with a CFP for maximum return.

    • @JoelCharisma-q5u
      @JoelCharisma-q5u День назад +2

      I agree. I started investing with the help of a CFP who has a good understanding of the market. This third quarter I've already made more than 150k in net profit.

    • @BarryWhite-h9m
      @BarryWhite-h9m День назад +1

      This sounds incredible. Could you recommend who you work with so I can check them out?

    • @JoelCharisma-q5u
      @JoelCharisma-q5u День назад

      I work with Marissa Lynn Babula. She's not hard to find. Just check her out on her website and you can contact her.

    • @JoelCharisma-q5u
      @JoelCharisma-q5u День назад

      You can find quite a few if you search online. I work with *Marissa Lynn Babula*. You can look her up yourself for more information.

  • @MikeW-MTB
    @MikeW-MTB 10 дней назад

    Some good pointers here. I always keep some cash handy for a pullback.

  • @robg7149
    @robg7149 Месяц назад +5

    Steve, congrats on the 1.1 million net worth. Great info BTW, please keep these videos coming.

  • @mrbaboy
    @mrbaboy 15 дней назад

    i love the slide with the Balance, Young, Retire and Simple. I like the visuals overall.

    • @Call_to_leap_analyst
      @Call_to_leap_analyst 14 дней назад

      Thank you. What's on your portfolio?

    • @mrbaboy
      @mrbaboy 12 дней назад

      @Call_to_leap_analyst lol. It's a starter of basic Index Funds and stocks. For the stock, I'm trying to focus on just dividend kings

    • @mrbaboy
      @mrbaboy 9 дней назад

      @Call_to_leap_analyst mainly index funds and ETF. I want to transition some of my stocks to dividend kings

  • @larryhenry2070
    @larryhenry2070 23 дня назад +15

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

    • @AndrewMikel-js7qb
      @AndrewMikel-js7qb 23 дня назад

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

    • @larryhenry2070
      @larryhenry2070 23 дня назад

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

    • @larryhenry2070
      @larryhenry2070 23 дня назад

      Elizabeth stark

    • @henrymartin9168
      @henrymartin9168 23 дня назад

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

    • @BnazerriKhiid
      @BnazerriKhiid 23 дня назад

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

  • @devonthomson7069
    @devonthomson7069 Месяц назад

    Thank you for the video. Your breakdown was simple and to the point. Very helpful.

  • @Vlad-ei3bs
    @Vlad-ei3bs Месяц назад +12

    How do most of you guys still making profit? Even with the downturn of economy and ever increasing life standards

    • @WalterHernandez-kn6nv
      @WalterHernandez-kn6nv Месяц назад

      Well, I picked the challenge to put my finances in order. Then I invested in cryptocurrency and stocks, through the assistance of my discretionary fund manager

    • @WalterHernandez-kn6nv
      @WalterHernandez-kn6nv Месяц назад

      Mrs Nancy Williams Laplace

    • @Honorato-vrp
      @Honorato-vrp Месяц назад

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

    • @BenjaminParker-i9w
      @BenjaminParker-i9w Месяц назад

      This is correct, Nancy's strategy has normalized winning trades for me also and it’s a huge milestone for me looking back to how it all started..

    • @MaríaMercedesCastro-o9r
      @MaríaMercedesCastro-o9r Месяц назад

      This is great. I've always heard that trading with an expert has its advantages, but I didn't know how to find one. Thank you for this information.

  • @jesseross639
    @jesseross639 6 дней назад

    Thanks for solid advice and you didn’t try to sell me a course, you have my sub.

  • @jimbutler6645
    @jimbutler6645 10 дней назад

    Thanks Steve! Very helpful.

  • @flyonthewall5
    @flyonthewall5 22 дня назад

    Very valuable info for beginners....thanks

  • @estranged12
    @estranged12 15 дней назад

    All of all strats I've tried inversing WSB was the best move ever.

  • @lzshow
    @lzshow 3 дня назад

    So would u just put 10,000 and forget it or is it better to add funds monthly?

  • @Jose-mi4hl
    @Jose-mi4hl Месяц назад +1

    I currently hold SCHD, SPLG, CGDV. I got rid of JEPQ what are your thoughts? I also hold my emergency funds in HYSA

  • @jonathantsang2391
    @jonathantsang2391 13 дней назад

    Would you recommend buying a fixed amount regularly or try to locate a good time and buy all at once?

  • @mycelebritycharity9974
    @mycelebritycharity9974 9 дней назад

    Thank you for the advice.

  • @LaylaAdank
    @LaylaAdank 24 дня назад +2

    I'm brand new to buying stocks. I need basic instructions on how to spread $100k across the market in order to achieve a 7 figure portfolio. Im wondering if now is a good time to start investing, or do I wait for a crash to buy at discount price?

    • @MAISONDUSOFTWARE
      @MAISONDUSOFTWARE 24 дня назад +1

      I'd suggest you discuss with a proper advisor, particularly if you're new at investing or facing uncertainty. I personally have over 180 companies in my portfolio, so if few companies fail, I still have others that can hold me up.

    • @SamirShamil
      @SamirShamil 24 дня назад +1

      ⁠ That's smart. I'm quite lucKy exposed to personal finance at an early age, worked full time when I was 19, purchased first home at 28. Going forward, got laid off at 36 amid covid-outbreak, and immediately consulted an advisor to stay afloat. As of today, I'm only 15% short of my $1m goal after subsequent investments.

    • @LouisaAndersen-yg8wm
      @LouisaAndersen-yg8wm 23 дня назад +1

      excellent! how did it work out for you? been on red more than 20% this year, but hoping to bounce back. Any help pointing me to who your advisor is?

    • @SamirShamil
      @SamirShamil 23 дня назад +1

      ⁠ Certainly, there are a handful of experts in the field. I've experimented with a few over the field. I've experimented with a few over the past years, but l've stuck with ZOE ANN WIEST" for about five years now, and her performance has been consistently impressive. She's quite known in her field, look her up.

    • @Gillian6224
      @Gillian6224 23 дня назад +1

      Searched the web and saw her profile and accreditations, someone with great experience i must say. Thanks for sharing with us! I sent her an mail already.

  • @AnnaTan-h8n
    @AnnaTan-h8n Месяц назад +1

    May I know how do you deal with the withholding tax?

  • @midwestron8576
    @midwestron8576 22 дня назад

    I bought a bitcoin ETF about three years ago with 15K. It went up to 21K value, so I sold off 7.5K to lower my exposure to risk to 7.5K. This lowered the value back to 15K. A year later, it went back up to 21K value. So I can sell off another 7.5K to lower my risk to zero, or keep those shares and let it ride. I'm letting it ride. More shares will make me more money in the long run, and if it all goes to hell, I can afford to lose the 7K without much pain. You can do the same with 10K.

  • @rogeliolopez7039
    @rogeliolopez7039 Месяц назад +2

    Hello Steve, Last month was my first time putting $500 into my Roth IRA and I split it into the three indexs you mention in this video. I know there's a cap of $7,000 for the Roth IRA so I was wondering if for the Roth IRA you only invest in the S&P 500 but also invest the other 2 indexs in your personal brokage account? Just a bit confuse, when investing should I keep investing into the Roth IRA till I reach the cap for the year and then switch to my personal if I still have money left to invest? Thank you in advance

    • @draslamwasan3389
      @draslamwasan3389 28 дней назад +1

      I have the same question!

    • @lilianaibarra3721
      @lilianaibarra3721 28 дней назад +1

      Commenting because I have the same question. Like do I max my Roth IRA with a mutual fund and do all this other investing in a separate brokerage account? 🤔

  • @1981fuentes
    @1981fuentes Месяц назад +2

    Would you recommend owning SCHD in a retirement account or non retirement account?

    • @CalltoLeap
      @CalltoLeap  Месяц назад +1

      It’s up to you. You can also check what companies the fund holds and see if you like them.

  • @KyleLee-k3r
    @KyleLee-k3r 25 дней назад

    Hey Steve! 😁Love the content. What platform do you use to track your dividends as you showed in one of the slides?

  • @emmanuelflor-acevedo9248
    @emmanuelflor-acevedo9248 17 дней назад

    How do you keep cash in your portfolio? What does it mean ? Another question how do you do with taxes with your portfolio gains ?

  • @ioaneluteru8276
    @ioaneluteru8276 День назад

    What about Gold & Silver, along with cash?

  • @PMP-e9r
    @PMP-e9r 6 дней назад

    hello steve i just started with schwab intilligent portfolio. very similiar on ur option A shown. is it a good idea to continue with schwab or theres a better way. im a beginer. Thanks ur videos are really helpful. thoughts

  • @jasodadhupan9530
    @jasodadhupan9530 6 дней назад

    Video is very educational, thx

  • @camille_ann3
    @camille_ann3 11 дней назад +1355

    I’m brand new to buying stocks. I need basic instructions on how to spread $100k across the market in order to achieve a 7 figure portfolio. Im wondering if now is a good time to start investing, or do I wait for a crash to buy at discount price?

    • @williamJohnsonq8f
      @williamJohnsonq8f 11 дней назад

      I'd suggest you discuss with a proper advisor, particularly if you're new at investing or facing uncertainty. I personally have over 180 companies in my portfolio, so if few companies fail, I still have others that can hold me up.

    • @Joeknowsball247
      @Joeknowsball247 11 дней назад +2

      That's smart. I'm quite lucky exposed to personal finance at an early age, worked full time when I was 19, purchased first home at 28. Going forward, got laid off at 36 amid covid-outbreak, and immediately consulted an advisor to stay afloat. As of today, I'm only 15% short of my $1m goal after subsequent investments.

    • @AaronTilt
      @AaronTilt 11 дней назад

      I've worked in real estate for over 25 years and have neglected a major stock portfolio. This served me well when I was flipping and renting houses, however I need a different plan now.. mind if I look up the professional guiding you please?

    • @Joeknowsball247
      @Joeknowsball247 11 дней назад +1

      Sure you can! Judith Lynn Staufer is the financial advisor I work with. Just search the name. You’ll find necessary details to work with to set up an appointment.

    • @chetrichards-m6z
      @chetrichards-m6z 11 дней назад

      excellent share, Just looked up her name and spotted her consulting page ranked top. after reviewing her credentials i reached out to her.

  • @gnuthnid
    @gnuthnid Месяц назад

    Between QQQ and VGT, which one would you prefer? Thanks!

  • @michaelhagans965
    @michaelhagans965 12 дней назад

    My concern is with everything up so much right now, I have concerns about it coming down. The whole buy low, sell high is where my minds at. Which may be the wrong way of thinking for the stocks you mentioned.
    I'm pretty new to stocks

  • @vchill2845
    @vchill2845 25 дней назад

    Fidelity money mkt is convenient because it is a sweep fund - u don’t have to reinvest into a money mkt like u would with Schwab or Merrill. But fidelity money mkt rates comparatively aren’t as attractive.

  • @cdiaz1313
    @cdiaz1313 Месяц назад

    Thank you, Steve Your video helps me a lot. Very good info.