My Investment Portfolio - New Positions Added

Поділитися
Вставка
  • Опубліковано 24 гру 2024

КОМЕНТАРІ • 90

  • @auboisdaline
    @auboisdaline 3 місяці тому +143

    AI stocks are poised to lead the market in 2024, and I have a strong preference for NVIDIA due to their solid positioning for long-term growth and their role in supporting other AI companies. I know someone who saw over 200% returns with NVIDIA, but I'm also open to exploring the other stock recommendations you've suggested.

    • @EthanVibes-w5f
      @EthanVibes-w5f 3 місяці тому +2

      I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

    • @barquie
      @barquie 3 місяці тому +1

      Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.

    • @petecorda
      @petecorda 3 місяці тому

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.

    • @barquie
      @barquie 3 місяці тому

      Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.

    • @petecorda
      @petecorda 3 місяці тому

      Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.

  • @cesarsanchez9697
    @cesarsanchez9697 6 місяців тому +89

    It''s great to see you making videos on a consistent basis. Thanks Jimmy

  • @SandraChirs5m
    @SandraChirs5m Місяць тому +124

    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?

    • @MathildaCarina
      @MathildaCarina Місяць тому

      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.

    • @JamesOliverr7s
      @JamesOliverr7s Місяць тому

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get 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.

    • @BernhardLeonl5
      @BernhardLeonl5 Місяць тому

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @JamesOliverr7s
      @JamesOliverr7s Місяць тому

      My CFA NICOLE ANASTASIA PLUMLEE 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..

    • @BernhardLeonl5
      @BernhardLeonl5 Місяць тому

      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.

  • @OptionsForLongTermInvestors
    @OptionsForLongTermInvestors 4 місяці тому +1

    Love your content, great job.
    Your annualized returns on these would be more interesting than overall returns. We're missing out on the time component.

  • @jewbagel5969
    @jewbagel5969 6 місяців тому

    Hi I have a question that I have difficulty with myself. I am confused on how you calculate the percentages of your holdings. This video does not include how much cash you may have sitting on the side which I believe is important to understanding your risk profile. With my own investing. I find it difficult to understand how much cash I should keep on the side. Please let me know if you have rebalanced numbers that include cash reserve.

  • @fabriziosparaco8865
    @fabriziosparaco8865 6 місяців тому +2

    Dd you sell Atkore?

  • @kevinb5562
    @kevinb5562 6 місяців тому

    $wbd closed below $7 today... Would you buy more to lower the cost base or ignore the drop?

  • @207j
    @207j 5 місяців тому +1

    Could you do an analysis of LNTH? It has an amazing growth in the past few years, it has an estimated growth of over 30% annually for the next 5 years, and it's undervalued - PE of 12 and PEG of 0.6

  • @NK-gt8ib
    @NK-gt8ib 6 місяців тому

    No option for trial period in the website?

  • @chaz9997
    @chaz9997 3 місяці тому

    Hello Jimmy I have some Meta and Apple, personal account. Meta is 35% and apple 29 of the account. If i need to invest in other stocks i would definetly have to sell. I would appreciate any suggestions. Thank you

  • @Isaacvision
    @Isaacvision 6 місяців тому +7

    Appreciate the transparency. I did the math and took the average return to get a total return of your portfolio to approximately
    62.17%

    • @ClivesEnglishCorner
      @ClivesEnglishCorner 6 місяців тому

      Dang, that's incredible.

    • @Isaacvision
      @Isaacvision 6 місяців тому +2

      @ClivesEnglishCorner It is very impressive! I always like to compare returns to the s and p 500. Most people will not beat s and p, especially over multiple years. The ones that do likely all their eggs are in one basket and take alot of risk unless they research the heck out of the business. I would guess it's 3 years and change this portfolio, so that gives a bit under a 20% annual return while s and p did 40-45% comparably. That is very impressive! The balance between having diversified so as not having all eggs in one basket but not too diversified that you can't beat the s and p 500 is a challenge. Allocation for top 3 or 4 have to be about 50% of the portfolio. Done right here I would like to see moving on how this will play out.

  • @joeytrubnick
    @joeytrubnick 6 місяців тому +1

    How about a GPN or INMD video?

  • @leafsfan250
    @leafsfan250 6 місяців тому

    Hey Jimmy,
    What are your thoughts on Walgreens stock?

  • @BlackRaven120895
    @BlackRaven120895 5 місяців тому +1

    I have a similar portfolio but 30% is meta. Now I am a bit scared so I will decrease my position to 10%. I am worried about a possible recession

  • @GavinWebb-s8y
    @GavinWebb-s8y 6 місяців тому

    Hi! What is the best time to trade on the day and with day is good for trading .thanks a lot

  • @nickbarnes4798
    @nickbarnes4798 4 місяці тому

    Eagerly awaiting a video on WBD following the recent earnings

  • @johnbutner2570
    @johnbutner2570 6 місяців тому +1

    I'm not buying any military stock. I don't want bloodmoney in my portfolio. Some things are more important than money, like morals and self-respect.

  • @dltyler4023
    @dltyler4023 6 місяців тому

    Can anyone explain to me, Chipotle, and how the hell it trades between $3200 - $3400?????

  • @neelshah4732
    @neelshah4732 6 місяців тому +1

    I always love these!!

  • @drew9312
    @drew9312 6 місяців тому +2

    Very interesting. Well done with your performance. Thanks for sharing.

  • @ASenseofCapital
    @ASenseofCapital 6 місяців тому

    I like the focus on just 14 companies.

  • @MishalMaganlal
    @MishalMaganlal 6 місяців тому +1

    I love ur vids man .. thank you for putting such great content out

  • @jotteser6393
    @jotteser6393 4 місяці тому

    I have a question: why dont you part with your 50% loss stocks and invest it in one of your winners? Dont fall in love with stocks. If there is an uptrend in those particular now-loser-stocks you can buy again

  • @J.woltz48
    @J.woltz48 6 місяців тому +171

    Having avoided stocks since the pandemic, I want to give it another go. I am considering a 70/30 stock and bond ratio with $800,000 received from sales of my Bel-Air properties. What stocks do you think have the best chance to 10x in 5 years?

    • @CeeRiplayis
      @CeeRiplayis 6 місяців тому

      look at top-performing stocks like Nvidia, however its advisable to diversify your portfolio to mitigate risks using financial advisors.

    • @tommyReeves-8
      @tommyReeves-8 6 місяців тому +1

      exactly, getting proper financial advise is invaluable, my portfolio is well-matched for every season of the market and recently hit 140% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year.

    • @tommyReeves-8
      @tommyReeves-8 6 місяців тому

      Can't divulge much, I delegate my excesses to someone of great expertise 'Katherine Nance Dietz' preferably you can look her up online, her qualifications speak for itself.

    • @JacobMoorey
      @JacobMoorey 6 місяців тому

      excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal..

    • @K3Y77
      @K3Y77 5 місяців тому

      COHR AI impacted company which Apple have heavily invested in. They are only $6B MC, a 10X means it only has to reach a $60B MC to 10X. Revenue & Earnings growing

  • @Skizi99
    @Skizi99 6 місяців тому +1

    Well done Jimmy, huge fan. I wish I listened to you instead of the arrogant as of Everything money

  • @PrintOnDemandWorld
    @PrintOnDemandWorld 6 місяців тому +1

    Any healthcare stocks? You don't cover this sector? Best regards

  • @GlennJag
    @GlennJag 6 місяців тому

    Thanks for sharing

  • @mariex800
    @mariex800 6 місяців тому +3

    Hello Jimmy
    Excellent contents. Thanks for sharing.
    Your portfolio looks amazing. Luv all the quality companies like Meta, Apple, Google, Microsoft, etc. These are the companies that one can sleep well at night. I don't own any company that belong to the Chinese, and they are also belong to the CCP one way or other. For that, I am out. I don't own BABA, no Chinese for me. I also own 1% of CVS (+Aetna). I am planning to increase CVS with another 2%, a total of 3% in the portfolio. I believe they have a lot of potential in the long run due to their strong MOAT. Plus, for the coming decade, there will be many more people in need of health insurance.

  • @Gyencha
    @Gyencha 6 місяців тому

    Buy more CVS.

  • @Agoogoogoo
    @Agoogoogoo 6 місяців тому +2

    Thanks. Been watching you for few years. Your base costs for many of your positions seems little dishonest. I know you are a UA-camr but bit disappointed.

  • @ryanvboy
    @ryanvboy 6 місяців тому +2

    Can you do a video on Starbucks?

  • @maltlickytexas
    @maltlickytexas 6 місяців тому

    Hi Jimmy!

  • @Zealand007
    @Zealand007 6 місяців тому +1

    I wouldn’t buy At&t, alibaba,citi

  • @o.c.g.m9426
    @o.c.g.m9426 6 місяців тому

    Ignore the bots and scammers in the comments section. They've gotten quite complex.

  • @calm_candle_wick
    @calm_candle_wick 6 місяців тому +1

    woohooo, the update is back!

  • @tyjameson7404
    @tyjameson7404 6 місяців тому +2

    Jimmy learned nothing from Charlie Munger when it comes to BABA 🔥💔😢😭

  • @cashflowyield
    @cashflowyield 6 місяців тому +2

    Tail risk too high for Alibaba..

  • @peterkamau595
    @peterkamau595 6 місяців тому +2

    intel is pretty much doomed. Qualcomm is the future of chips and TSMC is the future of manufacturing chips.

    • @ndjarnag
      @ndjarnag 6 місяців тому +1

      I known intel on a professional basis. I agree with you. It’s not worth the risk.

  • @garyschmelzer
    @garyschmelzer 6 місяців тому

    HPE is teaming up with Nvidia

  • @MrMountain707
    @MrMountain707 6 місяців тому +3

    No Nvidia? Wimp

    • @LearntoInvest
      @LearntoInvest  6 місяців тому

      lol, I wish I found it a year ago

  • @PDS_37
    @PDS_37 6 місяців тому +2

    Please do a video on Huntginton Ingalls, $HII
    Huge MOAT and undervalued imo

  • @jessehamlin3420
    @jessehamlin3420 6 місяців тому

    thanks jimmy - hold on to big tech and dont increase the stake of your losers (intc, baba, t) - they are losers for a reason - paypal might be the exception - also i like your ulta buy - my 2 cents!

  • @brzuchja107
    @brzuchja107 6 місяців тому

    Cash-out!

  • @StewieGriffin
    @StewieGriffin 6 місяців тому +1

    No NVDA
    It's not overpriced lol
    Earnings will continue to drive P/E lower and lower

  • @geoffreywon1706
    @geoffreywon1706 6 місяців тому +2

    👍

  • @vinayrawat8266
    @vinayrawat8266 6 місяців тому +2

    👌👌

  • @georgewalker12095
    @georgewalker12095 6 місяців тому

    So many better options over Baba, T, Intel, Warner, etc

  • @nimrod261
    @nimrod261 4 місяці тому

  • @rickgraham7641
    @rickgraham7641 6 місяців тому +4

    You cannot say BABA is undervalued. You're essentially testing whether DCF works on valuing Chinese companies in real-time and thus far the results do not look good. All modern valuation theory, including DCF, is based on open markets with little government intervention. China is neither.

    • @argupta15115
      @argupta15115 6 місяців тому +6

      It is undervalued. The margin of safety has to be increased to accommodate the geopolitical issues.

    • @argupta15115
      @argupta15115 6 місяців тому +1

      @@Allen-L-Canada - totally understandable. Although time will tell - not that long ago BABA was pretty overvalued.

    • @rickgraham7641
      @rickgraham7641 6 місяців тому

      @@argupta15115 But typical risk is objective and there are models to help account for them within a MOS. How do you adjust for the risk of the government seizing your CEO or doing anything else it wants up to and including banning your industry (educational services in china)?

  • @musaabsi
    @musaabsi 6 місяців тому +1

    Hey Jimmy, I'm troubled by your investments in offence contractors like Lockheed Martin. While financial security is important, I also believe in supporting companies that contribute positively to the world. War and violence have devastating consequences, and I worry about the human cost. What are your thoughts on this?

    • @Roan-xj1mg
      @Roan-xj1mg 6 місяців тому +3

      Why is this his problem? Don't buy it yourself then

    • @musaabsi
      @musaabsi 6 місяців тому

      @@fomobull4187 yet they are aiding genocide in Palestine, nice

    • @musaabsi
      @musaabsi 6 місяців тому

      @@Roan-xj1mg is your name Jimmy?

    • @fomobull4187
      @fomobull4187 6 місяців тому

      @@musaabsi Did Biden not warn about halting weapon shipments? It's a political decision. If they do not buy from Lockheed, they will buy somewhere else. I understand where you are coming from, that's why I do not buy chinese or russian stocks. But I think you are mixing up politics and investing. He is just talking about a stock and it is up to you if you want to buy it. It is not a political channel.

  • @MeBee-fl2ow
    @MeBee-fl2ow 6 місяців тому +1

    Buh ... no good qualitative portfolio. I think you cannot show a great return in the last 10 years, the stocks are "value" with risk. so I wont follow you in any way. Your portfolio is just lucky, that Big Tech is in it, but this would be covered with an ETF as well.

  • @dogerman11
    @dogerman11 6 місяців тому

    First

  • @jamaicanjoe1133
    @jamaicanjoe1133 6 місяців тому

    typical democrat portfolio

    • @KelechIwuaba
      @KelechIwuaba 6 місяців тому +2

      Huh? What does that have to do with the companies selected? It's about making money lol

    • @jamaicanjoe1133
      @jamaicanjoe1133 6 місяців тому

      @@KelechIwuaba to you yes, but i'm rooting for companies that are good for humanity and not invading people's rights and privacy