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3 Ways To Compound Your Portfolio Quickly
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- Опубліковано 12 сер 2024
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About Joseph Carlson:
I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on UA-cam full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.
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Po qQ
Where do you find these ROCE and other numbers you mentioned? Do you have to go into their financial records? Thank you in advance
❤
Hi Joseph, I’m a recent college graduate who recently entered the work force 2 months ago as an engineer. I recently came across your channel due to my search for financial wisdom. I enjoyed the content you are creating, and I hope to learn a lot. I would also like to learn more about your methods to teach me on how to build wealth for myself. I’m still a rookie at investment but I’m learning fast everyday.
I wanted to ask which brokerage account or company should I use to start investing?
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
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 Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
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 around $750k.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
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 ‘Carol Vivian Constable’for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks 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.
At the very least, I now grasp the concept of leverage. Creating wealth and financial freedom isn't as tough as many people believe. Building wealth and remaining financially stable indefinitely is a lot easier with the appropriate information. Participating in financial programs and products is the only true approach to make a high income and remain affluent indefinitely.
Starting early is simply the best way of getting ahead to build wealth , investing remains a priority . I learnt from my last year's experience , I am able to build a suitable life because I invested early ahead this time .
I completely agree; I am 60 years old, recently retired, and have approximately $1,150,000 in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!
@@mariaguerrero08That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
Credits to "Gertrude Margaret Quinto", she maintains an online presence. Just make a simple search for her name online.
Thanks for the info, i found her website and sent a message hopefully she replies soon.
I'm thinking to put some cash in stocks or elsewhere, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
*Hi! I’m excited to be here in your channel and I’m interested in learning more about investing and saving up for my retirement but am a little confused about the whole process. Any advice or tips to get me started up would be greatly appreciated.*
*Gold and copper remains the best investment to venture in, especially as a beginner, it’s not always affected by the downturn of the market*
@@ArturoM.Dykstra-55I won't recommend gold and coop although it's a good investment. I'II suggest digital assets as it's the best future investment. It's advisable to seek financial assistance based on your available capital and area of interest or preference.
_I don’t rust them. They all gamble about the same thing which they _are_ not even sure of. It's a waste of time_
*True. Am not ready to gamble my money with anyone. That's sick, am looking at spending my savings and I can't afford to lose it.
*
@@DavisFreeman-nu1cu Finding financial advisors like
Patricia strain who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 too. Can it safeguard and grow $500k cash reserve for next 2 years at no risk?
I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
When it comes to situations like this, it’s wrong to engage in a single option. I suggest diversifying into various options with high performance coupled with the experience and aid of a finance Pro will generate bigger dividends and balance volatility.Thankfully, I can attest to the success of this approach seeing my portfolio of $330k grow by 85% in 3 years.
My partner recently hinted on going in the same direction, What did you invest in? Who is the advisor that guides you? more info if you don't mind
My favorite finance UA-camr. Thx Joe!!!
To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor.
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Vivian Carol Gioia is my Advis0r. She has since provided entry and exit points on the securities I concentrate on. If you want to check her out, you may do so online. I usually trade in accordance with her strategy.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
I was a part of the Vegas project for F1. The biggest issue was the bureaucracy of the F1 committee not giving clear requirements for building the track. That lid that destroyed the Ferrari can weigh anywhere from 8-25 lbs as well has have bolt down additions.
Makes perfect sense. Luckily it looks like it was fixed and things are going smoothly now!
It is simple American degradation with every generation. You dont know how to do things properly anymore eg nuclear powerplants
My portfolio has good companies, however it has been declining since last year. I have lost over 30% of my $600K portfolio in the stock market and i'm looking to recoup. How do i turn the tide around?
Look for stocks that have yields that outperform the market and shares that, over time, at least stay up with the market. You must consult a broker or financial counsellor for advice on a successful long-term plan.
Nice and informative video. I've compounded approx $650k trading stocks with a financial advisor for over a year now. It's been great working with a pro.
Cheers mate! Trading stocks with my FA, Ann Marie Celentano was the best financial decision I made. My funds have snowballed from 190k to 972k since then.
searched on google for this lady you mentioned. I saw she is competent and well licensed. I did leave her a message. hopefully she will get back to me. thank you for sharing
I also trade with Ann Marie Celentano, knew her through my aunt. She is definitely someone i recommend
Standing ovation on this one. Loved the info you presented here. "If you want to follow my journey over time and see the mistakes I make..." that summarizes so many of our financial journeys for sure. We invest, make mistakes, and we learn. Takes a lot of humility to admit you make a mistake.
Joseph doing the Lord’s work for UA-cam citizens with this video. Wow, well done.
Very very informative. I haven't much seen UA-camrs like you. Wish you all the best
I committed *$600K* into some real assets like infrastructure and also looked into certain types of fixed-income securities. The idea is to have a balanced portfolio while taking advantage of the current liquidity environment. What are better strategies to optimize my portfolio?
Again amazing video learning so much from you every time!
Cristal clear !, one of the best videos in a longtime . Strong buy!
this is by far one of the most informative video on compounding yet, very well detailed, and could be explained to a chimp. Well done Joeseph, ty
Great video Joseph absolutely love the Warren Buffett bullish outlook! I agree. Things aren’t always perfect but headed in the right direction.
Love the Buffet Clips! You are 100% right, the "experts" who always appear on TV just say what sells well, not what is important for investors. Its always better to learn from investors who have a proven track record of beating the market for many years. Good video Joseph! 👌
Joseph can you please make a video about time horizon (ie. Someone just entering into retirement). What would you recommend the strategy to be(income vs growth)? Thanks
Joseph! You will make history being a super investor. Keep up the great content.
Can you make a top 10 companies that meet these criteria. That could be a good topic to talk about.
Need video on update on Microsoft. From its fast integration of its office products and it large new market cap. Breaking news also on Sam Altman being ousted as CEO. Succession episode for sure.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
@@Jadechurch-ql3do That’s impressive, Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
I'm being guided by “Leila Simoes Pinto’’ who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
The “experts” all have one thing in common. They have a long track record of never outperforming the market.
All? So you’re saying nobody has ever outperformed the market over a long time period?
@@mitchrils Obviously “no”, but the people in the CNBC clips have never outperformed the market.
@@mitchrils The experts do outperform, the "experts" don't.
Don’t mistake these experts for investors, they are analysts not investors!
Buffet?, Terry smith? Peter lynch? Bill ackman?
Great video, thanks Joseph. I have always enjoyed your insights and thought.
I love that the 2018 Joseph dividend strategy on this channel is finally focusing on the main goal which is long term great investments divy disbursements or not.
Number 4 : (higher yields than dividends) selling covered calls on the stocks you have at least 100 shares of.
And then reinvest the premiums into more shares.
Depends, this could also cap your gains.
Yeah it’s better to sell puts on stocks you’d like to own. But JC doesn’t like this method because it’s not passive enough.
not if you roll out positions until a red day and get out of it.@@InfoRanker
imo thats worse than buying it outright in this current environment. the stock will run up 10% and here are you collecting pennies instead.@@JudoHighlights2015
@@InfoRanker Yes it could, but not if you know how to roll (up and/or out) to avoid exercise.
Excellent video and great presentation. Thank you for it.
I’m liking this channel, I haven’t exactly done this before but I enjoy learning stuff like this. Threw in 50$ into intuit and Texas road house (25each) and I make about a quarter a day It doesn’t sound like much but it’s gone up 5$ ish and I’ve only had it for three weeks. The last time I tried this I lost everything so I very much enjoy seeing green numbers 😂 deff gonna start adding more weekly tho
One of the best channels I have come up so far, regarding this subject, gives you financially relevant news that affects big stocks or news that affects whole markets, it shows with examples based on his portfolio and is consistent in uploading times, the best finance UA-camr. 10/10.
Awesome clip as usual Joseph.
You should do a quarterly expert "predictions" overview. Great video.
Question: can you do a video on why you chose to buy CP on the dip instead of VICI
What I like about Joseph Carlson is his pragmatism and transparency. My investment philosophy and method are not exactly the same as Carlson's, but there are different roads to Rome. Greetings from Croatia
Hi sir, where can I search or screening stocks which has high ROCE for free? I'm still learning on building my stocks portfolio. Thanks.
Can you cover cpkc recent earnings and explain the details of their financial statement in comparison to last quarter.
Awesome video per usual Joe, what do you think of companies with high ROCE but not fast fcf growth like Altria Group for example, would like to hear your thoughts!
Free cash flow is a very volatile measure that can be severely impacted by accounting and how a company operates, takes on debt etc. Looking at fcf growth therefore is even more noisy. Personally I would certainly be careful about that metric. Return on Equity is a lot more indicative of good business.
Joseph, you are a market master
Flames in the thumbnails.... looking at you Johnny Bravo! 🔥
What do you think about JEPI or JEPQ ?
Great job listing the things you do not want in an investment stocks company. I've been regularly listening to you for a few months now and consider your opinions well thought out and consice.
Thanks Joseph for this valuble and very informative breakdown of how t compound your portfolio I love your transparency keep the gems coming peace and blessings to you.
Rant here: It really bugs me when people say Warren Buffett was just a lucky guy and that his strategy can't be applied anymore or - even worse - that they are having better results than him... Try and consistently beat the SP500 for 60+ years and then open your mouth.
Although he has said himself that he could not repeat this performance if he started out today.
How about Divident ETFs? Does it make sense to hold such ETFs and reinvest the dividents into more ETF shares? Or is it more effective to focus on individual companies?
AAPL’s buybacks at current prices are a poor allocation of capital.
Agreed
Well but Buffett has sold and been buying bond heavily... I like the content and the way you bring knowledge to us in a didactic way. great content
Hi Joseph, what are the PROS and CONS of this individual investing vs ETF like VOO?
Thank you for your time and effort!
Good stuff. Thank you.
I bought Apple stock back when Steve Jobs is still alive. After two stock splits and a lot of growth, it’s now a “24 bagger!” That’s not including dividends, either. 😁
Hi Joseph, allow me to question your "How NOT". As I watched your start on this journey you held some high dividend yield stocks (above 5% or not so good as V or AAPL that dont have that much of an yield) and so my question, as a starter on this strategy (just started yesterday my jorney with 2000$ as a Portuguese Student 23yo finishing a masters degree - I dont earn money yet) is: Should I in the beginning, when i dont have much capital invested, aim for high yield dividend stocks TOO, and change to "better" business model stocks when I reach a high ammount of capital? For exemple, I own UNP and SBUX that are good dividend stocks (assumin that their business model and operations are good) but also have invested in MO (Altria Group) that have a 9.8% dividend yield.
Eu , também sou Português! És de onde?
@@digasultra9438 Coimbra
I also would like an answer to this exact situation.
Never buy companies for dividend yield. ‘Yield trap’.
But companies that grow their free cash flow. Dividends are paid out of free cash flow.
If you just buy high dividend yielding companies, they generally pay out all of their free cash flow as a dividend abd don’t retain this to reinvest and grow their business. This is why a company with a high ROCE or ROIC is critical. Because that’s what the free cashflow will grow and compound at if it’s retained.
If you are new to it, consider ETFs for a while to get comfortable with the psychology.
Read and learn from investors who are actually successful. Terry Smith is one of my favourites, and there are hours and hours of him answering these types of questions in his Smithfund investor presentations.
Charlie Tian wrote a book called ‘invest like a guru’, he’s got a chapter on dividend investing.
@@NoRegertsHere thank you só much. Will surely watch some tips of Terry Smith. One more question, where can i see some charts about cashflow? Does Seeking alpha and Tikr have them?
About the recession topic: We are in a period of stagflation currently. Most of the growth that we have seen over that past few years there has been artificial growth stimulating our economy with the M2 money supply going parabolic. Yes, in recent quarters there has been quantitative tightening from the FED but we must remember that earlier this year there was a massive banking crisis that has seemingly been forgotten about. I've been studying markets very tightly the past year and I personally believe that by next march we will be in a lower GDP growth environment.
Good video. Good content. Keep it coming.
where can you find stats on ROCE? qualtrim is too expensive for a small investor like me
"We had a remarkable performance over the past 2 years..." when we stopped focusing on dividends. 🥳
Joseph, we need you to talk about the best semiconductor stocks over there. What’s your opinion about the competition in this field
I listen to Joseph Carlson
How can I find out the cost of capital of a company?
Never bet against USA? Until when? 5T in bonds due next year. What they gonna do, print or borrow more?
The stock market has been on a tear over the last month on hopes for a dovish pivot from the Fed, but investors like me have seen this movie before whereby i'm left pondering if to sell off 30% of my $450k portfolio which comprised of plummeting stocks or hold on.
Agreed, which is exactly the reason I stopped taking advise from UA-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.
I've shuffled through a few advisors in the past, but settled with 'Nicole Desiree Simon' her service is exemplary. I'd suggest you research her further on your browser, sure you'll find her basic info.
Thank you for this tip. it was easy to find your mentor. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé
Hey Joseph, Sam altman is fired from OpenAI, any view or thoughts (from financial point of course , not interested in politics or drama), also they say potential data leak..?
But is it a good time to buy now??
Hi Joseph
Do you know of any Etf that you can invest in that looks for the roce and only invest in companies with a high roce?
No mention of the debt levels
So why does Costco trade at a high PE if its not a growth stock ?
Concerning buybacks: It's not automatically a positive aspect about a company if it buys back shares.
If the management decides to buy back at PE-ratios somewhat north of 40, they're probably overpaying.
Also, buybacks could be negative if the IRR is astronomical but being ignored for the sake of instantly returning money to shareholders.
That needs to be mentioned too.
Inflation is not down, the same media touting cost of living crisis while reporting inflation decline. Buffet and Munger both benefited from debt fuelled growth in selected companies.
How do you determine the amount of capital to use as the denominator when computing Return on Capital Employed?
Why patreon and qualtrom is not available outside usa ?
WOW
Warren Buffet is really for America. Thanks for sharing those videos.
Do you account for the taxes that play a part in your dividends paid out to you? Taxes or any form of distribution is a GIANT drag on your returns.
should keep in mind that buybacks only create value for remaining shareholders if the price the shares are bought at is below their intrinsic value, which is not always the case
Excellent.
where do I get these charts?
Joe, I thought buybacks were bad? Buying when your own stock is high. Would be terrible if it fell because Apple 2.0 shows up, (eg Amazon vs Macys). Wouldn’t it be better if ALL of the buyback money was just dividend money?
As an F1 viewer for the past 20 years, I wanna throw in my view: the track is terrible, very poorly designed. Sure, the surroundings will look nice, but the racing will be mostly boring with free overtakes on the long straights in slip-stream and DRS. Aside from the loose manhole, the track will not be rubbered in, as no other support races are held during the weekend, so alot less grip than what those cars are used to (less chance for overtakes through corners) and the pit lane exit is in the middle of the racing line. I really hope this will be the first and last race on this circuit. Circuit of the Americas in Texas is a fantastic track, this is a marketing gimmic. Bonus fact: some grand-stand seats for $400 don't even have a view on the track...
You may be correct from a technical standpoint. I am sure there’s better purpose built tracks. But Vegas is a travel destination of the world that will have better hotels, food, and down time entertainment than any other venue.
I think hard core fans forget that part of what’s grown the sport is getting new eyes on it through stuff like Drive to Survive and having the venue in Vegas will certainly grow the sport.
True, I just wish we'd get better race tracks instead of yet another night city race. It's much better though than the car park track in 1981 xD@@JosephCarlsonShow
Edit post-race: this was alot better than I had anticipated!
Short-term, F1 in Vegas will be a trial for both organizers and fans. Long-term, it will enhance the appeal of Las Vegas, with problems long-forgotten. A lot of work will be required during the awkward first few years.
Hi Joseph. With US charging non citizen a witholding tax, is it still good to invest in dividend companies like vici or focus to a less duvidend company like amazon.
Do you get a tax credit fir the US withholding tax in your home country? Most countries allow this
Is return on capital you mentioned same as return on invested capital??
Similar. There isn’t a defined and accepted consensus on how to calculate either.
Return on Capital
Return on Invested Capital
Return on Capital Employed
All of them are similar. Terry Smith uses Return on Capital Employed, the scope of ROCE is bigger than ROIC. For example ROCE will include debt and interest payments. That's why I use it as well.
@@JosephCarlsonShow can you please screen few stocks with highest roce within sp500 and lowest debt
surprised you didn't mention double taxation with dividends
Hey Joseph, don’t forget the “expert “ Robert Kiyosaki. He’s been scaring people since 2017 😂
Awesome!
So when you say you are using the dividends to buy more stocks, are you saying that you have the dividends go to your account and then you purchase different stocks or are you saying that you have them re-invest in that same stock to get more shares?
manually reinvest
you don't want them auto reinvested at extremely high prices
Can you please make a video about dollar cost averaging with single stocks? Thank you
Love it!!!❤❤❤🎉🎉🎉
Hello Joseph,
I would like to know what platform do you use for investing?
m1 finance
Great video Joseph
You haven't even watched the entire video yet. You commented this 1 minute after he uploaded.
@@investmentguru9920holy cow you’re a smart cookie! 🍪 🍪
Here’s some milk to go with it 🥛
@@GrizzleSyrens Thank you. I'm thinking about being a detective one day.
I would love more videos like this! I use to shape my investment to give me a particular amount each month
Joseph Carlson hi how often do you post on UA-cam?
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
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?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
Wow, that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?
Looks like F1’s rough start is pulling VICI down a bit…so I bought more today!
How does costco compare to competitors like BJs?
Costco has been consistently growing at 10-20% a year
not stock, but the company itself
No doubt what you are doing is smart investing that is useful for growing your money while you are still working. I think it would be impossible to live on the income generated from your portfolio. The diividend income is about 1.3 to 1.4 percent. The money is generating minimum income. Most of the returns are capital gains. I am saying people can learn a lot from you amd your ideas are excellent, but this is not primarily an income strategy that retired people can use, it's primarily a growth strategy for people who are not retired.
True, but the aim of the game is to balance risk/reward and make as much money as possible. You can sell some shares any time you need it.
I'm heavily invested in Individual stocks since they offer more flexibility because I can pick and choose the stocks that fit my financial objectives and tolerance for risk.I implement a diversified investment portfolio with my broker Emily Lois Parker. made up of etfs, dividend-paying stocks, growth stocks and stocks of foreign companies which is how i scaled to a 7 figure portfolio.
Amazing well done!
I’d choose expertise any day because finding the right balance between investing and living is very important to me.
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
is investing every month the same amount in the same 5 stocks a a bad idea or is it better to only buy in the dips for starters
That depends on the stocks and your stomach for declines.
why did you think Buffett invested in airlines stocks from 2016 through 2020, when it exited for good!? didn't he had same numbers on ROCE and other indicators?
WB will never say a doom comment about the market siuation. He knows his words carry impact. Rather look at his actions. Recently, Brk sold a lot of stocks.
Does Qualtrim cover European markets too, and Norwegian companies or just USA?
It covers every US exchange and many non-us stocks. Here's the extensions to use if you're looking at them.
Europe
.DE - XETRA (Germany 🇩🇪)
.L - LSE (United Kingdom 🇬🇧)
.SW - Swiss Exchange SIX 🇨🇭
.VI - Vienna Stock Exchange (Austria 🇦🇹)
.AS - Euronext Amsterdam (Netherlands 🇳🇱)
.BR - Euronext Brussels (Belgium 🇧🇪)
.PA - Euronext Paris (France 🇫🇷)
.IR - Euronext Dublin (Ireland 🇮🇪)
.LS - Euronext Lisbon (Portugal 🇵🇹)
.OL - Oslo Stock Exchange (Norway 🇳🇴)
.PR - Prague Stock Exchange (Czech Republic 🇨🇿)
.CO - Nasdaq OMX Copenhagen (Denmark 🇩🇰)
.HE - Nasdaq OMX Helsinki (Finland 🇫🇮)
.ST - Nasdaq OMX Stockholm (Sweden 🇸🇪)
.IC - Nasdaq OMX Iceland 🇮🇸
.AT - Athens Stock Exchange (Greece 🇬🇷) (only loading price and dividend chart, example ticker: GEBKA.AT)
.BD - Budapest Stock Exchange (Hungary 🇭🇺)
.MI - Italian Stock Exchange 🇮🇹
.MC - Madrid SE C.A.T.S. (Spain 🇪🇸)
Asia & Oceania
.HK - Hong Kong 🇭🇰
.TW - Taiwan Stock Exchange 🇹🇼
.T - Tokyo Stock Exchange 🇯🇵
.KS - Korea Stock Exchange (South Korea 🇰🇷)
.SS - Shanghai Stock Exchange 🇨🇳
.SZ - Shenzhen Stock Exchange 🇨🇳
.NS - NSE (India 🇮🇳)
.BK - Stock Exchange of Thailand 🇹🇭
.JK - Indonesia Stock Exchange 🇮🇩
.KL - Malaysian Stock Exchange 🇲🇾
.SI - Singapore Stock Exchange 🇸🇬
.AX - ASX (Australia 🇦🇺)
.NZ - New Zealand Stock Exchange 🇳🇿
North & South America
NYSE, NASDAQ, AMEX and ARCA don't require a suffix
.TO - TSX (Canada 🇨🇦)
.MX - Mexico Stock Exchange 🇲🇽 (some tickers don't load, some only load price and dividend chart, example ticker: PINFRA.MX)
.SA - B3 (Brazil 🇧🇷)
.SN - Santiago Stock Exchange (Chile 🇨🇱)