Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
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?
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 ‘’Laurel Ann Watkins’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Merry Christmas Sven! Thanks for your videos. Thanks to you I have familiarized myself with Arcadium Lithium and made some money on my small position in their acquisition with Rio Tinto :)
Thanks for this great information. From you I learn not just the facts of the video but the things to look for so I can do my own analysis. A similar video for uranium and coal would be interesting. Thanks, from Australia
If energy density goes up, that does not necessarily mean you need less lithium. You just pack it denser. Only if you reduce the total battery size (eg by making the car more efficient during operations) while maintaining the same range would that lead to reduced lithium demand. In reality, vehicle ranges ( and battery sizes) are increading over tine, meaning a car uses more lithium than 10 years ago.
I already have ALB and PLL in my portfolio. If you were to choose between AMD and SOFI, which one would you pick and why? I'm planning to invest an additional $132k in my portfolio.
Deciding between SOFI and AMD depends on your investment goals and risk tolerance. AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advice from a CFA would be a smart move at this point.
@@Luksphine I couldn’t agree more. Seeking guidance from a professional is a smart move. From my own experience with an investment advisor, I’ve grown my portfolio to $480,000, well-diversified and achieving remarkable growth. Successful investing isn’t just about having the capital-it also requires knowledge, persistence, and the discipline to stay the course.
VICTORIA LOUISA SAYLOR is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
L’algoritmo mi ha consigliato un video vecchio con Pietro Michelangeli ed è bello sapere che parli italiano! Ora ti commento anche così 😂Buone feste e grazie per i consigli come sempre!
I sold LIT at $48 but kept ALB with the thought that they got funding from the DOD and will have an advantage in the LIT ETF. I also didn't think that the lithium price would be below $15k per metric ton for this long like it has most of this year, especially this close to $10k.
I am at the beginning of my "investment journey", planning to put $85,000 into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
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.
The issue is people have the "I want to do it myself mentality" but are not equipped enough for a crash, hence getting burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020, just after the pandemic to date. Thanks to Caroline Suzan Olson, she has been the one managing my portfolio.
Caroline Suzan Olson is a renowned figure in her line of work. I recommend researching her credentials further. Just search her name in your browser. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Very much appreciated, just inputted Caroline Suzan Olson on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
Thanks Sven. Was hoping you would cover Lithium Americas considering they have recently secured funding commitments from both the US government and General Motors for the Thacker Pass project.
Sven, I think you are misinterpreting the point of technological innovation. Every technological innovation that increases the energy density of lithium batteries means they found a way to replace materials, that do not contribute to the energy capacity, with more lithium. It is even written in the bottom section of the slide about the battery prices. This means that every innovation increases the lithium demand by increasing the amount of lithium per battery stack (-per given volume or mass). Additionally, the demand is getting higher since the technology is becoming more useful.
Hi Sven, thank you for this. For someone who doesn't know much about lithium but like your idea about the cycle play here- do you think a broad lithium ETF would be better, or playing one of the bigger lithium company (and cost curve)? thanks for your videos
Hi Sven, long time follower. I made some nice money in some more volatile stocks. Selling them now and trying to move them somewhere more secure. Always find the perfect advice on this channel. Thanks for the help! Don't know if you take stock picks but 2 companies I'm looking at are Melexis (MELE) and solar edge ( SEDG). I work in the solar industry. The sector is going trough a rough time but sedg is best in class as a product. I think they'll do good in the future, but hard to value now with the inventory clear up.
Question Sven: I have bought Arcadium with my GA at 3 after getting inspired from your video. SHould i sell now with a nice profit or should I wait for the 15% arbitrage? What would you do.
There was a temporary peak bc Lithium supply was not ready for sudden demand. But remember, it wasn't because lithium itself is rare, it was because it previously had little value, so there weren't many mines and refineries outside of China. Lithium is not geographically rare like cobalt or titanium. There's still money to be made, but not the exuberant/panic prices of 2021.
Lithium is rare and demand will outstrip supply in about 20 years. We are at the point where they are trying to build technology to get out dirty lithium or recycle it. Unless they make solid state batteries, lithium will cost ALOT
@@BatsAndBadgersI work in the Li industry. My company is not expecting the price to come any where what the peak was. An increase when the supply does not exceed demand, but nothing crazy.
I know there are a lot of issues with Policy in Chile, But SQM is investing a lot in Assets outside of Chile, and that is something you should have considered in Your Verdict
@ more than likely in those respective countries, Most countries use a territorial tax system where businesses are on taxed based on business done in that respective country
Unlike gold, silver, copper, palladium, platinum, iron ore, coal, oil and many others, the global demand for lithium never warranted large scale exploration until recently. In the short term the increase in demand outstripped the ability to supply but as we’re finding out, lithium isn’t a rare earth metal, it’s pretty abundant and the human ingenuity to bring on supply at an affordable price to meet any demand in the next decade can easily be done without significant price increases. IMO there’s no meaningful investment opportunities for the average investor in the lithium mining sector. Traders may profit, but not long term investors.
i don’t understand why sven uses brk and buffet for every exception to problems that he doesn’t have yet almost never says brk is a buy or that it should be a large holding ??? if you look back to 200 when they (munger and buffetsaid to expect low single digit returns ) they have performed better than everything almost over time per anum ! i avoided stocks after enron 2006-8 and chose my own stocks eventually after 2015 however looking back i could have set it at brk B and sat back and watched finally got in at $170 and feel the same way now
In short, I think Sven thinks he can do better... but when I retire, I could own BRK and simply forget about things and go fishing, but it has to be at a level that Buffett does buybacks too, then it is undervalued, now it might be fairly priced...
So lithium prices are going lower with oversupply, yet some companies are still cutting investments? Feels like a ticking time bomb for investors... Anyone else worried about the next few years? ⏳
it very much depends on the country where the buyer resides; in Italy, for instance, ICEs are still more convenient than EVs per kwh of energy let aside autonomy, infrastructure density etc; good point anyway
Hi, IGO owns 49 % of TLEA which owns 51 % of the Greenbushes. I agree that their balance sheet is solid and they could be a decent investment in this sector.
All that implies that EVs will be of significant relevance in the future... For me, the risk is just way too high in order to invest in lithium :) i rather buy some more oil or gas when it's on sale again
Tesla will need a lesser amount of lithium batteries to transition the car fleet if they make a lot of self driving cybercabs. One cybercab may reduce demand for normal cars by 10.
If that were true, then just the existence of Uber would do the same. It's not like people who don't want to own their own car just keep one because they hate the idea of someone else driving them. Also, why in the world would everyone who takes cybercabs have otherwise been a Tesla owner, instead of displacing their ICE car?
@@drstedman It depend on price. If you drive mordantly it is cheaper to own a used car than use uber. If cybercab is successful it will be under a 1/5 of the price of uber. making it cheaper of nearly every body than to own a car. Than young people won't border to learn to drive. Doctors will also be more aggressive in taking away the driving license from old people.
Great report !!!
I'm from Chile and it's pretty obvious that you did your homework on SQM.
Thanks 👍.
Merry Christmas, Sven, Subscription Members, Subscribers, and Viewers!
All the best to all, and good investing!
Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
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?
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 ‘’Laurel Ann Watkins’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Merry Christmas Sven! Thanks for your videos. Thanks to you I have familiarized myself with Arcadium Lithium and made some money on my small position in their acquisition with Rio Tinto :)
Thanks Sven, these are the best video! Happy holidays!
Thanks for this great information. From you I learn not just the facts of the video but the things to look for so I can do my own analysis. A similar video for uranium and coal would be interesting. Thanks, from Australia
Merry Christmas and I always watch your vids to the end . And repeat watch them occasionally
Thanks for the update Sven! Have a nice holiday season! ☃️
Great video again Sven. Would also love to get your take on AMG Critical materials while we're on the subject of lithium ☺️
If energy density goes up, that does not necessarily mean you need less lithium.
You just pack it denser. Only if you reduce the total battery size (eg by making the car more efficient during operations) while maintaining the same range would that lead to reduced lithium demand. In reality, vehicle ranges ( and battery sizes) are increading over tine, meaning a car uses more lithium than 10 years ago.
Thanks, good point!
Thank you for yet another treat. Happy holidays to you and the family!
I already have ALB and PLL in my portfolio. If you were to choose between AMD and SOFI, which one would you pick and why? I'm planning to invest an additional $132k in my portfolio.
Deciding between SOFI and AMD depends on your investment goals and risk tolerance. AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advice from a CFA would be a smart move at this point.
@@Luksphine I couldn’t agree more. Seeking guidance from a professional is a smart move. From my own experience with an investment advisor, I’ve grown my portfolio to $480,000, well-diversified and achieving remarkable growth. Successful investing isn’t just about having the capital-it also requires knowledge, persistence, and the discipline to stay the course.
SOFI all the way. The future of banking.
@@Wood-Je Can you share details of your advisor?
VICTORIA LOUISA SAYLOR is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
L’algoritmo mi ha consigliato un video vecchio con Pietro Michelangeli ed è bello sapere che parli italiano! Ora ti commento anche così 😂Buone feste e grazie per i consigli come sempre!
I sold LIT at $48 but kept ALB with the thought that they got funding from the DOD and will have an advantage in the LIT ETF. I also didn't think that the lithium price would be below $15k per metric ton for this long like it has most of this year, especially this close to $10k.
I am at the beginning of my "investment journey", planning to put $85,000 into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
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.
The issue is people have the "I want to do it myself mentality" but are not equipped enough for a crash, hence getting burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020, just after the pandemic to date.
Thanks to Caroline Suzan Olson, she has been the one managing my portfolio.
Glad to have stumbled on this comment. Please, who is Caroline Suzan Olson that assists you, and if you don't mind, how do I get in touch with her?
Caroline Suzan Olson is a renowned figure in her line of work. I recommend researching her credentials further. Just search her name in your browser. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Very much appreciated, just inputted Caroline Suzan Olson on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
11:40 Where did you hear that Albemarle cut their dividend? I thought they were a dividend aristocrat (25+ year dividend growth)
Merry Christmas and thank you for another very good video :)
Thoughts on PBR and EC?
Thank you for another commodity video
Is Rio Tinto a lithium play? I know you've mentioned them in the past for other metals.
Thanks Sven. Was hoping you would cover Lithium Americas considering they have recently secured funding commitments from both the US government and General Motors for the Thacker Pass project.
Sven, I think you are misinterpreting the point of technological innovation. Every technological innovation that increases the energy density of lithium batteries means they found a way to replace materials, that do not contribute to the energy capacity, with more lithium. It is even written in the bottom section of the slide about the battery prices. This means that every innovation increases the lithium demand by increasing the amount of lithium per battery stack (-per given volume or mass). Additionally, the demand is getting higher since the technology is becoming more useful.
I agree, efficiency gains will lead to increased overall capacity or utilisation, not less
Thanks Sven on the Ball again. With war and uncertainty no way lithium
Hi Sven, thank you for this. For someone who doesn't know much about lithium but like your idea about the cycle play here- do you think a broad lithium ETF would be better, or playing one of the bigger lithium company (and cost curve)? thanks for your videos
Merry Christmas Sven!
Gelukkig 2025 :)
Hello Sven, MP materials looks like good bet on green investments (maybe similar to lithium) + geopolitical risk upside.
Hi Sven, long time follower. I made some nice money in some more volatile stocks. Selling them now and trying to move them somewhere more secure. Always find the perfect advice on this channel. Thanks for the help!
Don't know if you take stock picks but 2 companies I'm looking at are Melexis (MELE) and solar edge ( SEDG). I work in the solar industry. The sector is going trough a rough time but sedg is best in class as a product. I think they'll do good in the future, but hard to value now with the inventory clear up.
This is informational gold.
Can you give your sources for Albemarle cuting the dividend?
But where would you put it in the Sven value quadrant?
do you have LYB on your list of companies to analyse ?
what do you think about AMG?
What about Li-Cycle?
Nice jumper Sven 😊
What do you think of Subaru stock?
Question Sven: I have bought Arcadium with my GA at 3 after getting inspired from your video. SHould i sell now with a nice profit or should I wait for the 15% arbitrage? What would you do.
I don't own, I didn't buy it back then...
@@Value-Investing i did not ask you what you own i asked for an opinion .. thanks for nothing..
I made 10X on the front end of the last cycle 2019 - 2022 with Neo Lithium when it was bought by CATL. I'm sure the same thing will occur soon.
There was a temporary peak bc Lithium supply was not ready for sudden demand.
But remember, it wasn't because lithium itself is rare, it was because it previously had little value, so there weren't many mines and refineries outside of China. Lithium is not geographically rare like cobalt or titanium. There's still money to be made, but not the exuberant/panic prices of 2021.
Lithium is rare and demand will outstrip supply in about 20 years. We are at the point where they are trying to build technology to get out dirty lithium or recycle it. Unless they make solid state batteries, lithium will cost ALOT
@@BatsAndBadgersSolid State Batteries use more lithium than traditional batteries, Solid State taking off would only increase demand further
@@BatsAndBadgersI work in the Li industry. My company is not expecting the price to come any where what the peak was. An increase when the supply does not exceed demand, but nothing crazy.
Nice pullover Sven ! Is it made in china ?
Merry Christmas 🎄
Merry Christmas!
I know there are a lot of issues with Policy in Chile, But SQM is investing a lot in Assets outside of Chile, and that is something you should have considered in Your Verdict
where will they be taxed on the revenues of theses assets?
@ more than likely in those respective countries, Most countries use a territorial tax system where businesses are on taxed based on business done in that respective country
Why isn't solid state batteries in the forecast? Quantumscape is in the final testing stage and hasn't missed a beat.
And? Whats your point?
Unlike gold, silver, copper, palladium, platinum, iron ore, coal, oil and many others, the global demand for lithium never warranted large scale exploration until recently. In the short term the increase in demand outstripped the ability to supply but as we’re finding out, lithium isn’t a rare earth metal, it’s pretty abundant and the human ingenuity to bring on supply at an affordable price to meet any demand in the next decade can easily be done without significant price increases. IMO there’s no meaningful investment opportunities for the average investor in the lithium mining sector. Traders may profit, but not long term investors.
If batteries yield 30% more, wouldn’t you think more people would buy electric vehicles so lithium demand could also rise?
Exactly. The lower the prises the higher the demand will be.
I think ALB has good upside from here. They also have $4B in liquidity.
What about Pilbara Mineral? PLS?
Didnt you watch the video?
@@Chaser2k Yeah, but I am stupid, I was watching it then I commented the next second PLS came up.
i don’t understand why sven uses brk and buffet for every exception to problems that he doesn’t have yet almost never says brk is a buy or that it should be a large holding ???
if you look back to 200 when they (munger and buffetsaid to expect low single digit returns ) they have performed better than everything almost over time per anum !
i avoided stocks after enron
2006-8
and chose my own stocks eventually after 2015
however looking back
i could have set it at brk B and sat back and watched
finally got in at $170 and feel the same way now
In short, I think Sven thinks he can do better...
but when I retire, I could own BRK and simply forget about things and go fishing, but it has to be at a level that Buffett does buybacks too, then it is undervalued, now it might be fairly priced...
So lithium prices are going lower with oversupply, yet some companies are still cutting investments? Feels like a ticking time bomb for investors... Anyone else worried about the next few years? ⏳
The cost of electricity somehow gets missed in the EV discussion. For instance electricity costs are skyrocketing in California.
it very much depends on the country where the buyer resides; in Italy, for instance, ICEs are still more convenient than EVs per kwh of energy let aside autonomy, infrastructure density etc; good point anyway
Some visuals are unreadable. Maybe zoom up more.
P.s. light on your face, is too 🌞 giving a bright complexion.
Keep up the good work!
Merryxmas yall
Please make a copper video.
IGO limited Australia is owns 50% of one of the lowest cost Lithium mine. solid balance sheet. Under the radar play in this sector
Hi, IGO owns 49 % of TLEA which owns 51 % of the Greenbushes. I agree that their balance sheet is solid and they could be a decent investment in this sector.
All that implies that EVs will be of significant relevance in the future... For me, the risk is just way too high in order to invest in lithium :)
i rather buy some more oil or gas when it's on sale again
If you want cheap oil... look at BP's chart. Been battered.
SQM has been murdered in the last few months and PUTS are too expensive.
again and again lithium/commodity experts overlooking Kodal Minerals! Let's hope this continues for a little while longer
Seems to me that Lithium just follow Chinese market.
Yeah. I mean, the price is usually expressed in Chinese yuan whenever I Google search it.
Are you sure about any stock in any of your recent videos? Seems like your negative on all recently.
ua-cam.com/video/CBK9qPo7HV4/v-deo.html. next update soon
Hello Sven, thanks for the knowladge share. Can we expect a coking coal checking vid? 🥹🥹🥹
Elon is setting up a mine on mars for lithium
Tesla will need a lesser amount of lithium batteries to transition the car fleet if they make a lot of self driving cybercabs. One cybercab may reduce demand for normal cars by 10.
In 20 years time maybe 😂
If that were true, then just the existence of Uber would do the same. It's not like people who don't want to own their own car just keep one because they hate the idea of someone else driving them.
Also, why in the world would everyone who takes cybercabs have otherwise been a Tesla owner, instead of displacing their ICE car?
@@drstedman It depend on price. If you drive mordantly it is cheaper to own a used car than use uber.
If cybercab is successful it will be under a 1/5 of the price of uber. making it cheaper of nearly every body than to own a car.
Than young people won't border to learn to drive.
Doctors will also be more aggressive in taking away the driving license from old people.
@@drstedman We will still need to increase the production of Lithium.
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