Why You Can Beat the Investment Professionals (a Wall Street story)

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  • Опубліковано 22 жов 2024

КОМЕНТАРІ • 120

  • @Zaerki
    @Zaerki Рік тому +4

    This was a masterpiece. Everytime the swede was mentioned, a general feeling of disgust was felt. Jokes aside, great way to highlight the idiocy of wall street!

  • @johnfaris5376
    @johnfaris5376 Рік тому +89

    I worked in the financial planning, advisory industry for five years, became a CFP, as series, 7, registered representative and a real estate broker. Here’s what I found: everybody in the financial advisory industry is out for themselves, they are not looking out for you. They sell what makes them the most money and if you benefit Just enough to leave your money with them that’s all they are really interested in. That’s my experience. So beating the financial advisor industry shouldn’t be that tough for the average investor.

  • @Brecherbernd
    @Brecherbernd Рік тому +31

    Great summary of "One Up on Wall Street" from Lynch. Really liked the book for this explicit message :)

  • @Aubatron
    @Aubatron Рік тому +26

    Great video, pretty much summed it all up. I’m really impressed, you put information together from so many different investors. Peter Lynch, Jack Bogle, Mohnish Probai, Warren Buffet and Charlie Munger. Took me years to get all this information from different sources and you put it into one condensed video. 😂

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому +6

      Cheers Aubatron, I'm happy to hear that you enjoyed it! 😍

  • @leverage2279
    @leverage2279 Рік тому +9

    Swedish Investor! I always get excited with new videos from you!
    Even if I cant watch it now(because of work) I'll watch it tomorrow, at least I have something fun to look forward to going home!
    Your videos are perfect for people like me who do not want to treat investing as work, but as a game and hobby!😀

    • @leswhynin913
      @leswhynin913 Рік тому

      Have you been drinking Juicy Gin?

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому +5

      Cheers Lev Erage, I'm thankful for your support! I hope you'll enjoy it once you're off work! 🙌

  • @dimsi1
    @dimsi1 Рік тому +9

    subscriber to this channel since it was below 1 k . Content never fails to entertain and give useful information. Every new upload is like waiting for your favourite series to comes up with new episode every week. Cheers!

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому +1

      Dimitar Ivanov, always the great support! Cheers to you! 🙌

  • @filipniklas
    @filipniklas Рік тому +28

    I really liked the tone and the humour in this one. This is what sets your videos apart from other educational finance channels - that extra sprinkle of personality.

  •  Рік тому +7

    Man I can't have enough of your sense of humor. 😂❤

  • @DoYouEvenRead
    @DoYouEvenRead Рік тому +13

    Love the new editing style, great video as usual!

  • @peterblakers5075
    @peterblakers5075 Рік тому +2

    Can't believe how incredibly accurate that was

  • @carloa877
    @carloa877 Рік тому +6

    You made a great story out of Peter Lynch's One Up on Wallstreet lessons, the amatuer investor has more advantages than the proffessional.

  • @vishalhabib2099
    @vishalhabib2099 Рік тому +17

    Amazingly portrayed and summarized.
    Fan of this page, the amount of knowledge i have gained through your summary of books this channel really adds value. Thank you!! 📚📖

  • @tadakimasu
    @tadakimasu Рік тому

    that desk slamming was some awesome animating, so realistic!

  • @xstorm44x
    @xstorm44x 8 місяців тому

    Thanks for your work, it's really clear

  • @JirkaVrany
    @JirkaVrany Рік тому +1

    Nice. Worth a long waiting. Thank you.

  • @handroidcool3532
    @handroidcool3532 Рік тому +1

    Thanks for your efforts and contents 💐🙏🏻

  • @thegamerboneless2864
    @thegamerboneless2864 Рік тому

    Working k. The street is lifestyle, it has its own culture. Back in the day you went their to make money, but today it’s more of what I first mentioned, you can make money from anywhere now.

  • @peterharma8937
    @peterharma8937 Рік тому +1

    Lovely video, I really enjoyed watching it ❤ Keep up your good work 👍 and greetings from 🇸🇪

  • @yocker95k
    @yocker95k Рік тому +1

    Really liked the video, but I think the factor of risk was a bit left out. A share of only 5% in Microsoft versus 15% or more is a big difference in terms of portfolio diversification and therefore risk. Certainly it can pay off, but there is no guarantee of that. Still, I think the video shows very well that it can also be an advantage to be a private / small investor who doesn't have to justify himself to anyone.

  • @anderson6379
    @anderson6379 Рік тому

    "Small Cap ESG Alpha Pro" 😂😂😂😂😅😅 I'm in tears 😭 😂😂 😂😂

  • @EmmanuelChukwu-fs6qz
    @EmmanuelChukwu-fs6qz Рік тому +1

    Great Videos

  • @fugazishoegazey648
    @fugazishoegazey648 Місяць тому

    LOL this was amazing and so apot on - cheers to all the "sit on your ass" investors.

  • @jakubczekaj8328
    @jakubczekaj8328 Рік тому +1

    Your videos are so amazing , fun and creative. I am learning so much from You. Thanks !!

  • @willlagergaming8089
    @willlagergaming8089 Рік тому +6

    This is a solid proof that having a small capital is an advantage over multi-billion dollar portfolio. Even if you don't run a investment fund you will still run into the small size and over attention problem.

  • @jeremynewell9903
    @jeremynewell9903 Рік тому +4

    Years ago I had my money with a fund manager. I remember stating in the paperwork that I was open to high risk. They bought me Kraft, Mondelez, Visa, J&J ( and a couple other stocks ). Is was worse than owning the index.

    • @tonycrabtree3416
      @tonycrabtree3416 Рік тому

      J&J has grown 25% over the past 5 years and has grown yearly dividends to 4.52 a share in that time frame. 4.52/164.31 is a 2.5% yearly cash return on top of that share growth. If we go back to 1980s JNJ stock has risen 73,556 %. I think you might be lying. The SP500 has had companies come and go out of business, so in that same time period it has only grown 23, 305%. 🤷‍♂

    • @petercrosby6521
      @petercrosby6521 Рік тому

      @@tonycrabtree3416 Depends when he had the money in though, but I agree

  • @jayhay1237
    @jayhay1237 Рік тому +6

    The absurdity of putting politics into investing is hilarious! Well done.

  • @jeremyscorpio4170
    @jeremyscorpio4170 Рік тому

    And thats why I love Peter lynch 💯

  • @tattovichh546
    @tattovichh546 Рік тому

    A very entertaining way of explaining a topic abuout thid field. Excellent video!

  • @mohamedsalah-op6ms
    @mohamedsalah-op6ms Рік тому +1

    amaziing and entertaining as always ,keep it up

  • @Roan-xj1mg
    @Roan-xj1mg Рік тому

    Always looking forward to watching your videos

  • @ebenezerscrounge8398
    @ebenezerscrounge8398 Рік тому +8

    Wow, the storified way of describing the subtleties of actively managed funds is very interesting. Keep it up👍.

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому +1

      ebenezer scrounge I'm glad to hear that you enjoyed it, cheers! 😍

  • @redKheld
    @redKheld Рік тому

    I am so glad you brought up ESG.. lol wow. Great video as always!

  • @rvrgoc
    @rvrgoc Рік тому

    Love this

  • @BaldInvestor
    @BaldInvestor Рік тому +13

    Informative and entertaining as always. Thank you.

  • @valuabletips560
    @valuabletips560 Рік тому +3

    Funny video that's informative, although I do like the ones where you presented with statistics more

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому +3

      Fair enough! Cheers for the support and feedback ValuableTips 😊

  • @alexfraser88
    @alexfraser88 Рік тому

    Fantastic video mate

  • @WinningFinancially
    @WinningFinancially Рік тому

    The Swedish Investor is back!!

  • @gilbertayala9531
    @gilbertayala9531 Рік тому

    Aloha kakahiaka kakou,I love your story it was reassuring why I do what I do.
    Mahalo
    Aloha

  • @jacobarredondo2202
    @jacobarredondo2202 Рік тому

    Awesome video SI- much appreciated as always.

  • @thegermanslug6911
    @thegermanslug6911 Рік тому

    The table in the great conference room 😂

  • @amazingsnow
    @amazingsnow Рік тому +1

    Goliath gets information about the ask and the bid price in real time and David is looking at the bid and ask price in delay

    • @maalikserebryakov
      @maalikserebryakov Рік тому +4

      “I think you could be in someplace where the mails were delayed three weeks, and the quotations were delayed three weeks, and I think you could do just fine in investing. “
      - Warren Buffett

    • @magma2680
      @magma2680 Рік тому +1

      Well they're still both consistently gaining that so analysis stays the same regardless. One has restrictions however while the other doesn't, one needs to perform while the other can do what they wish with it. Ultimately its somewhat of a superficial advantage if we're just talking about individuals.

  • @DANNUSGAM
    @DANNUSGAM Рік тому +3

    Are fund managers expected to be client-facing as well? ie having a direct line to clients and be at their beck and call? Honest question. Also, Swedish Investor, I'm wondering how you constructed these anecdotes? Proximity to a first-hand source? Books?

    • @Based_investor
      @Based_investor Рік тому +1

      Someone that makes up 10% of your AUM would

  • @aruyukimayu1199
    @aruyukimayu1199 Рік тому +2

    Very nice one :) Hugely funny if you actually understand all the jokes, hehe.

  • @Harperrr.99
    @Harperrr.99 Рік тому +1

    The stock market rally still appears to be in the midst of a normal pullback. I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market before stocks rebound,< is this a good time to buy or no?>

  • @Polotoed
    @Polotoed Рік тому

    A book I can recommend and that could be a cool idea for a video summary: The Invisible Gorilla, by Christopher Chabris and Daniel Simons

  • @ZenithFinance
    @ZenithFinance Рік тому

    Great vid

  • @chuckdiezel7652
    @chuckdiezel7652 Рік тому

    Nice one!

  • @kondor7
    @kondor7 Рік тому

    Nice video 👌 Long time didn't watched, seems too bit a bit different from before but in a good way 👍

  • @lordoflethargy2448
    @lordoflethargy2448 Рік тому +32

    Who else immediately looked up if Juicy Gin was publicly traded?

    • @yoshideku117
      @yoshideku117 Рік тому

      -_-

    • @ZacharyBittner
      @ZacharyBittner Рік тому +2

      Would be a good investment until the fda closes then down for Sildenafil contamination…

    • @Katebohner905
      @Katebohner905 Рік тому

      Mrs Taylor Ouellet has really helped my life and entire family during last year.. May the good Lord inspire her more.

    • @Wuerritabastida
      @Wuerritabastida Рік тому

      How do I reach out to her please?

    • @Katherinedhdvh
      @Katherinedhdvh Рік тому

      I mate with so many crypto vendors but I have never come across anyone as good as Mrs Taylor Ouellet her schemes are top notch.

  • @aabb-ly8hl
    @aabb-ly8hl Рік тому

    can you please make a video on this book: The Four Pillars of Investing" by William Bernstein? Your videos are amazing, I did review all of them by taking notes...

  • @HK-eb3by
    @HK-eb3by Рік тому +2

    Those damn Swedes are a pain.

  • @dilhilar
    @dilhilar Рік тому +1

    lol loved it.

  • @richgnois
    @richgnois Рік тому

    hello,can u make summary of the "the art of speculation" by phil L carret book?

  • @jeongseung6469
    @jeongseung6469 Рік тому +2

    Stock is the oldest online market we have, we employed it because of the highest quality of services it renders and how successful it is. Today we say cryptocurrency too, all I'm saying us that people should also invest in crypto. It would be helpful.

  • @ominollo
    @ominollo Рік тому

    Exactly!

  • @ConorValue
    @ConorValue Рік тому +3

    As an individual investor, I do things I can’t really even explain properly to myself, but I get the results I want.

  • @AceGreb
    @AceGreb Рік тому

    Bra jobbat. 🌞

  • @kukjanostenfx
    @kukjanostenfx Рік тому

    Am rich and motivated

  • @elarmino6590
    @elarmino6590 Рік тому

    TLDR
    Institutional investors follow the rules (which limits them) or violate them (which breaks their reputation and leaves them in serious financial trouble in the future)

  • @trolley2327
    @trolley2327 Рік тому

    Wonderful :))

  • @GhettoSoldierSinceYouth
    @GhettoSoldierSinceYouth Рік тому +3

    Highly instructive as always, thank you 🙏

  • @afonsodeportugal
    @afonsodeportugal Рік тому

    "Democrazy"... I see what you did right there! 😏

  • @johnathanvale8634
    @johnathanvale8634 Рік тому

    I'm betting the professionals right now. What you mean?

  • @bloxnader9409
    @bloxnader9409 Рік тому

    golden

  • @williamfrederickiversen3588

    That's Richard from the Plain Bagel

  • @henriklindau3961
    @henriklindau3961 Рік тому

    This was golden! Thank you!

  • @johnbethea4505
    @johnbethea4505 Рік тому +1

    That environmental crap is destroying many companies for sure.

  • @joaovitorino662
    @joaovitorino662 Рік тому +2

    Moral of the story: start your fund just so you can pull the 6 figures from rich Svens 😬

  • @alxpmt7755
    @alxpmt7755 Рік тому

    Loved it! For people with no time to spend researching for companies do you recommend an ETF? If so, SP500 or a MSCI World? Thanks

    • @valuabletips560
      @valuabletips560 Рік тому

      I would

    • @davidwordsworth3716
      @davidwordsworth3716 Рік тому +2

      🤣……
      I’d recommend
      a) a global tracker
      b) 15% exposure to developing markets
      c) a very low fund cost (Vanguard/equivalent)
      d) not getting your advice from UA-cam boards 😉……

  • @abcdefg8465
    @abcdefg8465 Рік тому

    Helt brilliant som vanligt!

  • @alice20001
    @alice20001 Рік тому

    I own a private investment company, and this is a huge pain. Banks only care about fees, I care about performance, but then I have investors who care about marketing!
    So, it can be hard to juggle between being rational and being 'hip'.

  • @kevinchung9263
    @kevinchung9263 Рік тому

    This is from Peter Lynch's book

  • @tonycrabtree3416
    @tonycrabtree3416 Рік тому

    This isn't a problem when dividend stock investing. 🤷‍♂🤷‍♂

    • @Aubatron
      @Aubatron Рік тому

      Yeah but some of us want to beat the market over the long term. 😅

    • @tonycrabtree3416
      @tonycrabtree3416 Рік тому

      @@Aubatron Look at Johnson and Johnson compared to SP500 over time. 🤷🏼‍♂️🤷🏼‍♂️😂😂😂😂

    • @Aubatron
      @Aubatron Рік тому

      @@tonycrabtree3416 Look at Exxon Mobil Corp. compared to the S&P500 over the last year. Anyone can take individual extreme examples. There's actually a pretty easy way to see what works best, without an arbitrary flaw. Just look up the list of the highest net worth or most successful investors and individually look up their investment strategies.

    • @tonycrabtree3416
      @tonycrabtree3416 Рік тому

      @@Aubatron Exxon Mobile…. 3.60 per share yearly dividend. Also, it has split the stock 5 different times. You think Buffet is worth a lot? Well he invested 9 billion in HPE at 38 a share. What does HPE sell for now? I’ll wait.

    • @Aubatron
      @Aubatron Рік тому

      @@tonycrabtree3416 Common man, the point went right over your head. I realized I made a mistake saying Exxon, not because of the dividends, but because the example confused you. I'm not going to argue individual exceptions. Dividends are incredibly important for a lot of businesses and are great compounders for investors.
      There are 3 ways businesses give returns to their shareholders. 1 is putting capital into growth, 1 is share buyback, and 1 is dividends when the business feels their shareholders can make a better return on capital than the business can through growth and share buyback.
      By that definition alone, a business that pays limited or no dividends believes their growth will exceed what the dividend will pay. You can agree or disagree with that businesses thinking their growth can exceed a substantial dividends, but that is how it works. Just because you know of individual exceptions, doesn't prove or disprove anything. Dividends are great if it makes sense for that individual business. but you're missing out on a ton of opportunities if you're only a dividend investor trying to grow your portfolio. It is not to say you shouldn't buy high dividend stocks because sometimes they make sense.

  • @financieramente.educados
    @financieramente.educados Рік тому +2

    Haha excellent video. As an individual and active investor, I'm trying to have a two-digit annual return on my portfolio. If I can't, it doesn't worth the time and effort spent, and better index to S&P500 or maybe Nasdaq. Greetings from southern hemisphere! (Argentina).

  • @BeastBQ
    @BeastBQ Рік тому

    🙏🏻

  • @cfii2fly
    @cfii2fly Рік тому +1

    😂 Omaha is not in Kansas Dorthy

  • @Minimal_Engine
    @Minimal_Engine Рік тому +2

    This channel is pure gold. Thank you very much for your content.

  • @maalikserebryakov
    @maalikserebryakov Рік тому

    Somebody send this to Peter Lynch he will love it :)

    • @TheSwedishInvestor
      @TheSwedishInvestor  Рік тому

      Haha, there's some inspiration from him here. From Seth Klarman as well. I'm a little bit confused though Maalik Serebryakov, I've seen some of your other comments. You seem to be enjoying the channel but yet you also seem to be a follower of EMH? I don't want to be rude or anything, but it would be interesting to hear what you find valueable here?

  • @george6977
    @george6977 Рік тому

    😊

  • @Sushil2k4
    @Sushil2k4 Рік тому

  • @viacheslav1
    @viacheslav1 Рік тому

    Riiiiiiight

  • @willlagergaming8089
    @willlagergaming8089 Рік тому +1

    first? (it said zero comment)

  • @bengrahamstocks
    @bengrahamstocks 7 місяців тому

    I'll do a push up for every like this comment gets

  • @swedishwilderness
    @swedishwilderness Рік тому

    Take out your money from the system and buy physikal gold and silver. Thats how you beat and hurt them.

  • @kaloyanstefanov2388
    @kaloyanstefanov2388 Рік тому

    VCTR - thank me later 🙂