Try out the Patreon here: www.patreon.com/josephcarlson Patreon includes: - Over 100 exclusive videos, and new ones every week. - Full access to Qualtrim.com, the stock analysis website I built from the ground up - Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. - Access to the Joseph Carlson Show private discord community, with 6,000 members The patreon comes with a free trial. You take no risk by signing up.
If the charts don’t load it’s because Qualtrim is not properly linked to your patreon account. You can link it by clicking “subscribe” on the menu. If that doesn’t work send me a message on patreon. It does have a trial and id you can’t get it working you can get your money back. Just send me a message on patreon.
Everyone's been promoting investing as a source of passive income, but with a 70-hour workweek and limited financial knowledge, how can I stay on top of things? Every UA-cam video says "BUY, BUY!" but when and how do I sell for profit at the right time?
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
Vivian Jean Wilhelm is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
AI stocks are expected to lead the market in 2024. My top choice is NVIDIA, as they're in a strong position for sustained growth and play a key role in supporting other AI companies. A person I know saw returns of over 200% with NVIDIA. I'm also open to exploring the other recommendations you provided.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
In recent weeks, investors have become concerned that Nvidia has simply come too far, too fast, and they are wondering whether the hectic pace of AI adoption could continue. Nvidia answered that question with a resounding "yes," but given the stock's parabolic gains, blockbuster results simply weren't enough. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
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?
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 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.
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..
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.
I am currently in my 50s and This is no time to taper retirement savings. I want to max out my retirement contributions and I also have another $120k in a savings account that I want to invest in a non-retirement account. Where would you invest this as of now?
Look up, dividend aristocrats. Pick six to ten from that list. Those companies have a track record of 25+ years of paying dividends. Also, you should work with a financial advisor to help set up a well-structured portfolio.
@@covenantottahson3443 I agree. Based on personal experience working with a financial advisor, I currently have $800k in a well-diversified portfolìo that has experienced exponential growth from when I started. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
@@braidenchesnutt I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Victoria Carmen Santaella" I've worked with her for 4 years and highly recommend her. Check if she meets your criteria.
As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . 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?
The current state of the market may bring opportunities to increase profits quickly, but professional assistance is required in order to put such a plan into action.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
Knowledgeable investors know how to invest during a crisis to reduce risk and maximize returns. If you can't manage these conditions, consult an experienced market strategist.
In 2008, I told my wife not to sell our stock to pay off the house, saying it's not a loss until we sell. Despite a $100,000 loss, we consulted a financial advisor, held on, and later gained it back plus $2.7 million to date. We used the extra gain to pay off the house and are now debt-free. She was glad she listened to me.
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Lauren Marie Ehlers" for years and highly recommend her. See if she meets your criteria.
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.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.
True, my portfolio took a massive hit in 2022, and I almost sold everything to switch to cash savings. However, I was advised to consult a financial advisor. Following the guidance of this CFA, my portfolio started increasing by 10% monthly. She had anticipated the crash and rebalanced my portfolio accordingly.
Newbies need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.
Normally i don't do this, I don't praise people for any reason truth be told good works deserves appreciation, l won't deny the fact that I'm super jealous of your hard work and skill on cryptocurrencies trading. I'm proud of you and what you've done in my life , we need more people like you Thomas rodriguez
Right? Like they easily could have turned this tragedy into something positive by handling it well. They would have gotten more than $50k worth of good publicity by doing the right thing. Disney’s image has really taken a beating over the last decade.
I’m a new dad, I moved closer to Santa Clara a few years ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? I heard Nvidia and AMD are strong buys.
Certain Ai companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I making a whooping $738k in Q4 last year.
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
For real. This story is so bad that I've decided to just straight up boycott Disney+ and Hulu (since they own 67% of that to) unless they do a 180 and compensate this poor guy fairly. I had a subscription to both in the past, but I can't support an evil company doing stuff like this.
Brand names are better than descriptive names. So "Qualtrim" is better than "Stockvisualtool.com". Brand names allow you to build unique equity in the product. The other thing I looked for was a short single-word .com URL. Which is very difficult to find. I purchased the URL over a decade ago for $13. I think I could sell just that URL today for $10k+
Fair point selling Apple now but I absolutely camt understand why wouldn't you do the same to Costco? I am having a very hard time understanding the rationale of holding all your Costco if you are selling Apple is base on how other companies would outperform, but isnt Costco even more over valued at this point and to your point, why wouldn't Booking, Sales Force, or Intuit all have way better foreseeable compunding value than Costco?
Eu isn't going after Costco. Us isn't looking to break up Costco China doesn't hate Costco and asks it's staff/people to not buy Costco products No one or country is trying to tackle Costco's moat.
I’ve owned AAPL since 2007 iPhone event….I am at the point I look forward to everyone (mostly analysts) doubting their ability to grow and innovate. I have been rewarded each time. ❤
In my opinion Apple would be a better buy if it wasn't so huge. If the same company had to compete and innovate for market share like in 2007 then I'd be all over it. These days it just does financial engineering and abuses it's monopolistic status to keep going.
@@billcarruth8122 I understand your logic. Truly, it is the same strategy of buying back stock (reducing share count) that Berkshire Hathaway employed and few people see them as being irresponsible.
One quick note....Disney Springs is a FREE outdoor mall......the restaurant was not in a Disney theme park, it was located in a Disney-themed mall that is open to the public. How that changes the narrative is for you to decide, just figured I'd clarify.
Plaintiff’s lawyers suing anyone with deep pockets. There is no morality amoung lawyers. Disney is just playing every trick in the book, just as anyone would in the crooked legal system. Don’t hate the player, hate the game.
If they slipped and died falling down stairs they would have a case. They should be suing John Cooke and Paul Nolan owners of the establishment. If you died eating Taco Bell in the mall, would you sue Taco Bell or the mall. If the died from a Disney owned restaurant, they would have a case.
Spoiler: he bought more Intuit, Salesforce and Booking. The fact that he sold completely out of Chipotle while trimming Apple is still puzzling. He could have trimmed Chipotle instead of selling out completely.
Chipotle is in a crisis now after having the CEO poached. Until we get better understanding of leadership and how the plan to grow in the face of many other fast food chains struggling it’s best to stay away
Am I the only one who found Disney's argument reasonable? They don't own the place, they don't determine it's operations. If you had a medical mishap at a clinic, you might sue the doctor, you might sue the clinic, but would you sue the landlord?
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Lisa O'Brien for helping me achieve this.
I am grateful to her as well though I started with as low as $1,500 actually because it was my first time and it was successful, shes a great personality in the state
That’s the only reason I don’t have salesforce also , I don’t fully understand what they do which will hinder my conviction for the company if it does drop further
Investing in this economy is a living hell at times for the average person that wants full control of their finances, Even investing in ETF stocks can be risky
Even if Disney is legally correct that they can get the suit thrown out of court, they clearly haven't done a cost-benefit analysis on how much brand damage it would cause a consumer centered business. If they care about protecting their brand (and parks) from more boycotts they'd do an immediate 180 to settle this case immediately for a very hefty sum.
@@Dividendflywheel PGR is the best valued p&c insurance firm right now. revenues increasing every quarter, net income has finally returned to its peak, fcf / share is at an all time high. I bought them in Oct 2022 and they've only been golden for me.
@@BCFC954 This comment about the Passive Income account underperforming is unfounded. I have calculated the performance on third party websites from time weighted returns in 2022 and 2023 and the performance is -16.22% and +32.02% respectively, which outperformed SPY both years. There's no promise that it will continue to do well, but it's done really well so far. In regards to "total size of portfolio vs gains" that is not how you calculate portfolio performance, otherwise I could increase my performance by simply selling out of this portfolio. If I sold $200k, I would then have a total portfolio value of $530k with $240k in gains. Obviously selling out of my portfolio does not increase returns, just like adding to the portfolio doesn't decrease returns.
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
If the market has taught me anything, it's that it usually makes a comeback, but I can't seem to concentrate on the long term, especially because important things like my retirement and my reserve are having a disastrous impact on inflation. I need a solution and a data trajectory that I can trust as soon as it is practicable.
Currently, the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
Finding financial advisors like Melissa Terri Swayne 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.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Since 2010, Apple revenue looked to have plateaued three times before the current plateau. With AI coming into play and the huge amount of cash, I think there are still opportunities to grow.
I recommend everyone who has questions for him to watch his videos. Most likely won’t answer your questions but through his videos it has the answer, maybe learn even more.
And then who is their competitor? Like true competitor? They don’t really have any to be honest. and as they continue to embed AI into their products, they will stay strong IMHO
@@Ghostwriter0527 there’s a ton of them that all do the same 10 companies to be exact here in USA alone. They told me I could have AI in my drive thru for 0 down and only 750 monthly(then switched to wanting $60,000 payment and then increased to 1,700 monthly)
Like any landlord , where there is not an implied agreement of supervision Disney is not liable if there is a peanut in a tenant restaurant's whether it is McDonalds or O'Connell's Pub although I am sure Disney is insured by the tenant against this risk.
I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend, my goal is to retire comfortably at a ballpark of $1.2M
good luck! comfortable retirement all comes down to how you want to live your life, if you pinpoint a particular amount to retire with, then it's only right to plan with a well-qualified advisor
I agree, the role of advisors can only be overlooked, but not denied. I remember few summers back, just after my awful divorce, I was in dire need of investing guidance to keep my head above water and thankfully, I came across someone of grit, helped a lot to grow back my reserve notwithstanding inflation, from $350k to nearly 7figure as of today.
Interesting, I’ve actually been looking into getting one, lately the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Truly thanks for sharing this info, We need more people exposing us to great expert, Literally I just searched her name and all I see is top notch certificate and reviews really interested in trying her out.
Would love to hear a video with your thoughts on TTD. They are a cloud-based ad-buying platform, which enables its clients to plan, manage, optimize and measure data-driven digital advertising campaigns. Very high forward P/E ratio but the typical fundamentals that you look for in a lot of your videos are there.
To be fair, Disney springs isn’t a theme park, it’s more of a fancy outdoor shopping center that Disney happens to own. I know your family has a background in commercial real estate, I’m not sure how much liability a landlord has if one of their restaurant tenants put someone into anaphylaxis. But the fact that they would use a Disney + subscription from 5 years ago as a defense is beyond wrong
Salesforce PE ratio as of August 16, 2024 is 37.94. App that I am using for trading shows PE at 44. Where is Joseph and/or Qualtrim getting it's data from. Huge discrepancy with his PE of 26.
She was taking incredible risks eating food prepared by strangers at a theme park and relying on the integrity of a waiter to keep her alive. There's a lot of disgruntled and underpaid people out there who are stumbling their way from one paycheck to the next, you don't want to casually put your life in their hands.
This year alone I’ve bought: iMac, iPad Pro Oled, and soon iPhone 16 pro max…. I think apple is a keeper.. but you can argue maybe you can deploy capital at a better rate of return
These types of wavers, including forced mandatory arbitration agreements is in everything we sign up for, purchase, even government services, and employment contracts. Software, gyms, your bank and all financial services, anything you buy, watch, consume, theme parks, cruises, hotels, etc. It allows companies to avoid lawsuits even when they are at fault. When companies get sued for sexual harassment claims, or wrongful death, discrimination, medical malpractice, injury, negligence, these agreements help avoid litigation. It started in the 1980’s after so many people would sue for every little minor injury whether or not the victim was actually injured. Such as, a slip and fall. Companies pushed for tort reform basically making it more difficult to sue and collect damages. There’s a great documentary on the top called, Hot Coffee. I recommend watching it.
I'm surprised. You have talked a lot about apple and the power of its moat and interconnectivity. Outside of being currently a bit expensive what has changed fundamentally?
Disney’s lawyers made this awful legal argument. I suspect a senior genius lawyer decided to create a process where they check every plaintiff for a D+ account and, if they ever had one, automatically make this feeble argument without any thought of the individual case.
I like some of JC's viewpoints. They are interesting, but me being an old effer, I tend to zoom out/overview and MAYBE zoom in with more perspective.. I totally agree with investing (not trading etc.) in proven compounding stocks, or any investment. I only watch TV/you tube for stock etc. mentions, then immediately switch off before narrative begins, then do a little of my own research. No pain going back as you have a better own perspective.
PGR is the best insurance company. A shareholder challenge Buffett (during a BerkshireHathaway annual meeting) on this very topic several years ago. Plot 10 year graph of both stocks. Best wishes
I love Apple. Been a since the iPod. But yeah, I had to let it go. I’ve held it at least as long as you have, bought heavily when you did for the same reasons. (Honestly a big part of why I’ve followed you all this time lol-it felt like you pulled your thesis right out of my brain, especially after that sell off following the stock split).
Unfortunately that has to be Disney’s response. They do have nothing to do with them. I’m sure they do vet the tenants. However, it is not their company or their employees They can’t set a precedent. The Disney plus argument is silly though.
I wouldn't blame piccolo if he went full postal and sent a full Kamehameha down on disney. It is justified at just the mere mention of arbitration. This can not begin to be tolerated, or they will say "your mom used your name on a profile when you were 6 months old, now you are permanently subject to arbitration".
Try out the Patreon here: www.patreon.com/josephcarlson
Patreon includes:
- Over 100 exclusive videos, and new ones every week.
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The patreon comes with a free trial. You take no risk by signing up.
Does Qualtrim have a trial period? I signed up and the charts doesnt load. Also are the qualitative metrics limited to only your stocks?
If the charts don’t load it’s because Qualtrim is not properly linked to your patreon account. You can link it by clicking “subscribe” on the menu. If that doesn’t work send me a message on patreon.
It does have a trial and id you can’t get it working you can get your money back. Just send me a message on patreon.
Everyone's been promoting investing as a source of passive income, but with a 70-hour workweek and limited financial knowledge, how can I stay on top of things? Every UA-cam video says "BUY, BUY!" but when and how do I sell for profit at the right time?
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Vivian Jean Wilhelm is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
AI stocks are expected to lead the market in 2024. My top choice is NVIDIA, as they're in a strong position for sustained growth and play a key role in supporting other AI companies. A person I know saw returns of over 200% with NVIDIA. I'm also open to exploring the other recommendations you provided.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
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.
Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
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.
In recent weeks, investors have become concerned that Nvidia has simply come too far, too fast, and they are wondering whether the hectic pace of AI adoption could continue. Nvidia answered that question with a resounding "yes," but given the stock's parabolic gains, blockbuster results simply weren't enough. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
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?
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 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.
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?
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..
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.
I am currently in my 50s and This is no time to taper retirement savings. I want to max out my retirement contributions and I also have another $120k in a savings account that I want to invest in a non-retirement account. Where would you invest this as of now?
Look up, dividend aristocrats. Pick six to ten from that list. Those companies have a track record of 25+ years of paying dividends. Also, you should work with a financial advisor to help set up a well-structured portfolio.
@@covenantottahson3443 I agree. Based on personal experience working with a financial advisor, I currently have $800k in a well-diversified portfolìo that has experienced exponential growth from when I started. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
@@Dawne-t2w Your advisor must be really good. How I can get in touch? My retirement portfolio's decline is a concern, and I could use some guidance.
@@braidenchesnutt I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Victoria Carmen Santaella" I've worked with her for 4 years and highly recommend her. Check if she meets your criteria.
@@Dawne-t2w Thank you for this amazing tip. I just looked the name up and wrote her explaining my financial market goals.
As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . 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?
The current state of the market may bring opportunities to increase profits quickly, but professional assistance is required in order to put such a plan into action.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
4 second since post. 11 bot comments. Comment sections are terrible
Report the bots. It has been working.
If you check back in a bit they’ll be gone just takes a bit for UA-cam to detect them
They let bots run wild but they auto-delete jokes as well as factual info. Google is a mess.
Most finance-related videos are littered with them. Terrible
@@Terje1337 They literally deleted my comment about deleting legitimate comments but don't delete the bots....🤦
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
Knowledgeable investors know how to invest during a crisis to reduce risk and maximize returns. If you can't manage these conditions, consult an experienced market strategist.
In 2008, I told my wife not to sell our stock to pay off the house, saying it's not a loss until we sell. Despite a $100,000 loss, we consulted a financial advisor, held on, and later gained it back plus $2.7 million to date. We used the extra gain to pay off the house and are now debt-free. She was glad she listened to me.
Do you mind sharing name of your advisor? I need help.
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Lauren Marie Ehlers" for years and highly recommend her. See if she meets your criteria.
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.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.
True, my portfolio took a massive hit in 2022, and I almost sold everything to switch to cash savings. However, I was advised to consult a financial advisor. Following the guidance of this CFA, my portfolio started increasing by 10% monthly. She had anticipated the crash and rebalanced my portfolio accordingly.
pls how can I reach this expert, I need some investment guidance
Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Wow, her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you
Disney's stance is unbelievably pitiful. Total scum. They are actually using this ridiculous argument? So despicable.
Newbies need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.
Normally i don't do this, I don't praise people for any reason truth be told good works deserves appreciation, l won't deny the fact that I'm super jealous of your hard work and skill on cryptocurrencies trading. I'm proud of you and what you've done in my life , we need more people like you Thomas rodriguez
He often interacts on telegrams, using the user-name.
@Consultantrodriguez ✅
The saddest part about the whole Disney fiasco is that the guy is only suing for $50K.... not even like $500K. 50K is like pocket lint for Disney
Right? Like they easily could have turned this tragedy into something positive by handling it well. They would have gotten more than $50k worth of good publicity by doing the right thing. Disney’s image has really taken a beating over the last decade.
Not sticking up for Disney, but Disney Springs is not in a Theme Park, it’s a shopping mall filled with independent shops and restaurants.
Wtf, I've heard so many stories about the Disney legal department. But this one is a joke
I’m a new dad, I moved closer to Santa Clara a few years ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? I heard Nvidia and AMD are strong buys.
it’s a personal decision, but according to Forbes, housing activities will remain stagnant for the most part of the year, so maybe hold off a little.
well you could put a downpayment on a home and as well diversify as much as you can into Ai and pharm. stocks like Pfizer and JnJ.
Certain Ai companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I making a whooping $738k in Q4 last year.
this is all new to me, where do I find a fiduciary, can you recommend any?
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
F Disney...
For real. This story is so bad that I've decided to just straight up boycott Disney+ and Hulu (since they own 67% of that to) unless they do a 180 and compensate this poor guy fairly. I had a subscription to both in the past, but I can't support an evil company doing stuff like this.
Just curious why did you decide to name your software Qualtrim
Brand names are better than descriptive names. So "Qualtrim" is better than "Stockvisualtool.com". Brand names allow you to build unique equity in the product.
The other thing I looked for was a short single-word .com URL. Which is very difficult to find. I purchased the URL over a decade ago for $13. I think I could sell just that URL today for $10k+
@@JosephCarlsonShow Interesting, thanks for the feedback!
Because he likes quality trim!
@@magalengofantastic comment
Fair point selling Apple now but I absolutely camt understand why wouldn't you do the same to Costco? I am having a very hard time understanding the rationale of holding all your Costco if you are selling Apple is base on how other companies would outperform, but isnt Costco even more over valued at this point and to your point, why wouldn't Booking, Sales Force, or Intuit all have way better foreseeable compunding value than Costco?
The fundamentals of Apple have changed in his opinion. Costco is expensive but the fundamentals haven’t changed.
Eu isn't going after Costco.
Us isn't looking to break up Costco
China doesn't hate Costco and asks it's staff/people to not buy Costco products
No one or country is trying to tackle Costco's moat.
@@michaelcorbi7335Thank you
Costco still has plenty of room to grow I know several places in the US they can expand too
@calebmccalla9675 not to mention only 6 warehouses in China currently.
I’ve owned AAPL since 2007 iPhone event….I am at the point I look forward to everyone (mostly analysts) doubting their ability to grow and innovate. I have been rewarded each time. ❤
Thats an awesome buy back in 2007. Im not very bullish on Apple but hope it continues to work out for you
That was before the EU started down their throats.
@@rhys7830 Thanks! My yield on cost on dividend is 7%
In my opinion Apple would be a better buy if it wasn't so huge. If the same company had to compete and innovate for market share like in 2007 then I'd be all over it. These days it just does financial engineering and abuses it's monopolistic status to keep going.
@@billcarruth8122 I understand your logic. Truly, it is the same strategy of buying back stock (reducing share count) that Berkshire Hathaway employed and few people see them as being irresponsible.
One quick note....Disney Springs is a FREE outdoor mall......the restaurant was not in a Disney theme park, it was located in a Disney-themed mall that is open to the public. How that changes the narrative is for you to decide, just figured I'd clarify.
That's true, but it is on Disney property. They own the area and land.
I don't support suing the landlord for the wrongs of the operator. Nonetheless, Disney's legal response is propostrous @@nozar7
Plaintiff’s lawyers suing anyone with deep pockets. There is no morality amoung lawyers. Disney is just playing every trick in the book, just as anyone would in the crooked legal system. Don’t hate the player, hate the game.
If they slipped and died falling down stairs they would have a case. They should be suing John Cooke and Paul Nolan owners of the establishment. If you died eating Taco Bell in the mall, would you sue Taco Bell or the mall. If the died from a Disney owned restaurant, they would have a case.
Spoiler: he bought more Intuit, Salesforce and Booking.
The fact that he sold completely out of Chipotle while trimming Apple is still puzzling. He could have trimmed Chipotle instead of selling out completely.
Chipotle is in a crisis now after having the CEO poached. Until we get better understanding of leadership and how the plan to grow in the face of many other fast food chains struggling it’s best to stay away
Selling Chipotle seems good
Am I the only one who found Disney's argument reasonable? They don't own the place, they don't determine it's operations. If you had a medical mishap at a clinic, you might sue the doctor, you might sue the clinic, but would you sue the landlord?
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Lisa O'Brien for helping me achieve this.
I am grateful to her as well though I started with as low as $1,500 actually because it was my first time and it was successful, shes a great personality in the state
Please I'm new to this, how can I get her assistance??
That woman has changed my life for good. I attended her investment class couple of weeks last year and shes the best when it comes for Guidance.
I was skeptical at first till I decided to try. It's huge returns is awesome. I can't say much
SHE'S MOSTLY ON TELEGRAMS, USING THE USERNAME
That 1 week recession was crazy
LOL
…you meant, three double compounders with cheese 🤤
Hell yeah! Was just searching for a new video!
I would never buy Salesforce because I have no clue what their software actually does. I would rather hold APPL over CRM any day.
I agree. It’s best to invest in companies you understand.
@@dwightschrute7342 beets
It’s pretty simple. It’s a sales dashboard for you to manage inbound and outbound sales campaigns and cycles.
That’s the only reason I don’t have salesforce also , I don’t fully understand what they do which will hinder my conviction for the company if it does drop further
That's a sound point . Buffet and Munger also said they tend to stay in the realm of their competence
Great video Joseph. Did you do another valuation before purchase? It would have been great to see your thesis on these stocks updated
Investing in this economy is a living hell at times for the average person that wants full control of their finances, Even investing in ETF stocks can be risky
Hey, every red chart has a chance to turn green, right? Step it up 👆🏼
INTU should be at $361 per share not $663. Extreme valuation. No margin of safety at all.
Even if Disney is legally correct that they can get the suit thrown out of court, they clearly haven't done a cost-benefit analysis on how much brand damage it would cause a consumer centered business. If they care about protecting their brand (and parks) from more boycotts they'd do an immediate 180 to settle this case immediately for a very hefty sum.
Does anyone know what episode of Joseph I can best watch for more information about Salesforce?
Personally, adding Chubb and Moodys to my Portfolio this month.
MCO is a compounding machine. CB vs PGR looks like PGR is the winner over 10 years. Best wishes
Hi Warren, how’s it hanging?
@@Dividendflywheel PGR is the best valued p&c insurance firm right now. revenues increasing every quarter, net income has finally returned to its peak, fcf / share is at an all time high. I bought them in Oct 2022 and they've only been golden for me.
@@Dividendflywheel over the last 10 years, you are correct, by a large margin as well.
Does the balance that you post in your thumbnails include deposits, or just the compounded gains that you are making on an initial principle?
He doesn't seem to want to talk about it. It's so annoying.
I believe it’s the whole amount in his portfolio with stock gains, stock dividend, and his deposits since he created the portfolio.
@@JulioLopez-xz5kxdude just watch his videos, might learn even more then you think..
@@BCFC954 This comment about the Passive Income account underperforming is unfounded. I have calculated the performance on third party websites from time weighted returns in 2022 and 2023 and the performance is -16.22% and +32.02% respectively, which outperformed SPY both years. There's no promise that it will continue to do well, but it's done really well so far.
In regards to "total size of portfolio vs gains" that is not how you calculate portfolio performance, otherwise I could increase my performance by simply selling out of this portfolio. If I sold $200k, I would then have a total portfolio value of $530k with $240k in gains. Obviously selling out of my portfolio does not increase returns, just like adding to the portfolio doesn't decrease returns.
Yeah I never saw any thumbnail where his portfolio went down from the last one
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
If the market has taught me anything, it's that it usually makes a comeback, but I can't seem to concentrate on the long term, especially because important things like my retirement and my reserve are having a disastrous impact on inflation. I need a solution and a data trajectory that I can trust as soon as it is practicable.
Currently, the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this teacher?
Finding financial advisors like Melissa Terri Swayne 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.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
What happened to SNOW?
Since 2010, Apple revenue looked to have plateaued three times before the current plateau. With AI coming into play and the huge amount of cash, I think there are still opportunities to grow.
Does Qualtrim provide price ratios for ETFs?
Nope it doesnt however i think that would be an great added feature. Would help us compare our companies against the average of the index
I have a million in Apple ! Let it go to the moon!
Okay okay I’ll buy more Booking BKNG to the moon!
Disney should be ashamed of themselves. This response will cost them way more than the original lawsuit.
i bought into it. i bought intuit.
I recommend everyone who has questions for him to watch his videos. Most likely won’t answer your questions but through his videos it has the answer, maybe learn even more.
Salesforce is absolutely antiquated tech. This won't be used in 10 years. If your time horizon is shorter, you may be able to catch a blow off.
Agreed it’s ancient Tech compared to AI
@@tommyortiz6623you obviously don’t know what AI is 😂
And then who is their competitor? Like true competitor? They don’t really have any to be honest. and as they continue to embed AI into their products, they will stay strong IMHO
@@Ghostwriter0527 there’s a ton of them that all do the same 10 companies to be exact here in USA alone. They told me I could have AI in my drive thru for 0 down and only 750 monthly(then switched to wanting $60,000 payment and then increased to 1,700 monthly)
Like any landlord , where there is not an implied agreement of supervision Disney is not liable if there is a peanut in a tenant restaurant's whether it is McDonalds or O'Connell's Pub although I am sure Disney is insured by the tenant against this risk.
That’s a fine argument. But there not really what I’m criticizing them for.
The stupid response by Disney lawyers doesn’t create a liability. “…..neither owned nor operated by Disney “
@@mrw4165agree their response is really messed up and you are correct, doesn’t make them liable
Salesforce looks interesting but even after the sell off it is just way too expensive. Hopefully it will drop some more then we can look at buying
will i outperform just buying qqq?
IVV + SCHG + QQQ = home run
@@Dividendflywheel best combo
I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend, my goal is to retire comfortably at a ballpark of $1.2M
good luck! comfortable retirement all comes down to how you want to live your life, if you pinpoint a particular amount to retire with, then it's only right to plan with a well-qualified advisor
I agree, the role of advisors can only be overlooked, but not denied. I remember few summers back, just after my awful divorce, I was in dire need of investing guidance to keep my head above water and thankfully, I came across someone of grit, helped a lot to grow back my reserve notwithstanding inflation, from $350k to nearly 7figure as of today.
Interesting, I’ve actually been looking into getting one, lately the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Truly thanks for sharing this info, We need more people exposing us to great expert, Literally I just searched her name and all I see is top notch certificate and reviews really interested in trying her out.
Joseph you didn't mention why you are still bullish on VICI
What do you think about ASML and Applied Materials?
Getting close to the million mark!
Would love to hear a video with your thoughts on TTD. They are a cloud-based ad-buying platform, which enables its clients to plan, manage, optimize and measure data-driven digital advertising campaigns. Very high forward P/E ratio but the typical fundamentals that you look for in a lot of your videos are there.
Would you say costco is still worth buying at its current price?
You guys all forgot that Apple not just a phones anymore. The Apple vision is the next game changer!
To be fair, Disney springs isn’t a theme park, it’s more of a fancy outdoor shopping center that Disney happens to own. I know your family has a background in commercial real estate, I’m not sure how much liability a landlord has if one of their restaurant tenants put someone into anaphylaxis.
But the fact that they would use a Disney + subscription from 5 years ago as a defense is beyond wrong
Salesforce PE ratio as of August 16, 2024 is 37.94. App that I am using for trading shows PE at 44. Where is Joseph and/or Qualtrim getting it's data from. Huge discrepancy with his PE of 26.
The higher numbers are the trailing 12 month PE whereas Q is the forward 12 month PE
Im first, I greatly appreciate your videos!!!
She was taking incredible risks eating food prepared by strangers at a theme park and relying on the integrity of a waiter to keep her alive. There's a lot of disgruntled and underpaid people out there who are stumbling their way from one paycheck to the next, you don't want to casually put your life in their hands.
Disney the hit man of the of the century
Boeing: “Hold my beer”
Wow. Disney have millions to spend on movie flops but throw back the case of wrongful death.
I heard Six Flags has a policy similar to with Disney theme parks where if you get in a major injury or die at Six flags, you cannot sue them.
People hear a lot of things. Stop being an echo chamber.
Thanks for the tip on ADMA
Hi Joseph, how do you explain the negative shareholder value on BKNGs balance sheet the past 2 years?
I'm unsubscribing Disney right now.
is the calculation right for Returns? How are you up 234% on returns off of 80K gains from 302K?
Thank you so much.
Do your own research but I would replace CRM with ORCL
So you have added close to 500k?
This year alone I’ve bought: iMac, iPad Pro Oled, and soon iPhone 16 pro max…. I think apple is a keeper.. but you can argue maybe you can deploy capital at a better rate of return
I agree they are not only a phone/computer company, but also a play in AI
Do you plan to build portefólio tracking/analysis tools into Qualtrim ?
Disney Springs is not a park, its a mall.
These types of wavers, including forced mandatory arbitration agreements is in everything we sign up for, purchase, even government services, and employment contracts. Software, gyms, your bank and all financial services, anything you buy, watch, consume, theme parks, cruises, hotels, etc. It allows companies to avoid lawsuits even when they are at fault. When companies get sued for sexual harassment claims, or wrongful death, discrimination, medical malpractice, injury, negligence, these agreements help avoid litigation. It started in the 1980’s after so many people would sue for every little minor injury whether or not the victim was actually injured. Such as, a slip and fall. Companies pushed for tort reform basically making it more difficult to sue and collect damages. There’s a great documentary on the top called, Hot Coffee. I recommend watching it.
I'm surprised. You have talked a lot about apple and the power of its moat and interconnectivity. Outside of being currently a bit expensive what has changed fundamentally?
bro take another look at tesla. It think its about to rain money with all the fsd updates coming out
Let’s gooooooo🎉🎉
Disney’s lawyers made this awful legal argument. I suspect a senior genius lawyer decided to create a process where they check every plaintiff for a D+ account and, if they ever had one, automatically make this feeble argument without any thought of the individual case.
where's google?
@@stipebalenovic6497 i see google going to 177-180s, its cheapest tech besides meta
In his other portfolio, the story fund. If you go to his ‘after hours’ channel you’ll see it
Intuit has an pe above 64 ,where as we get toyata for 6.9 pe
I like some of JC's viewpoints. They are interesting, but me being an old effer, I tend to zoom out/overview and MAYBE zoom in with more perspective.. I totally agree with investing (not trading etc.) in proven compounding stocks, or any investment. I only watch TV/you tube for stock etc. mentions, then immediately switch off before narrative begins, then do a little of my own research. No pain going back as you have a better own perspective.
Opinions on Chubb? I already bought some recently but i'd love to hear what other people think about it.
PGR is the best insurance company. A shareholder challenge Buffett (during a BerkshireHathaway annual meeting) on this very topic several years ago. Plot 10 year graph of both stocks. Best wishes
YTD -> AAPL is +17%, MSFT is +12%.
I love Apple. Been a since the iPod. But yeah, I had to let it go. I’ve held it at least as long as you have, bought heavily when you did for the same reasons. (Honestly a big part of why I’ve followed you all this time lol-it felt like you pulled your thesis right out of my brain, especially after that sell off following the stock split).
MR Carlson, what are your opinions on INTEL ?
Unfortunately that has to be Disney’s response. They do have nothing to do with them.
I’m sure they do vet the tenants. However, it is not their company or their employees
They can’t set a precedent.
The Disney plus argument is silly though.
Share buybacks though on Apple. Which has been most of the reason for the stock increases.
I highly doubt it being 720k. Can you publish your portfolio?
disney under bob iger has been a disaster
Your strategy really works! I tried it and earned a decent amount.
Have you ever considered having a guest on your show to discuss REITS?
One BKNG insider just sold about $3m stocks . Any thoughts?
When you said: "Just kidding", broke my heart 💔
Your pro email is not working, the emails always bounce back. Can you please share an updated one? Best.
Give an update on bigtech price targets, also second tier like adobe, asml, Applied material, tsmc etc
I wouldn't blame piccolo if he went full postal and sent a full Kamehameha down on disney. It is justified at just the mere mention of arbitration. This can not begin to be tolerated, or they will say "your mom used your name on a profile when you were 6 months old, now you are permanently subject to arbitration".
That will not hold in court, it was Disney's gross negligence that got that poor woman sick.
Disney Springs is not a theme park, it’s a shopping mall. It’s like blaming Simon Property group for a dodgy Wendies burger in their malls.
great video as always, sadly i have noticed so many bots lately ..
SVMH stock is going to break all circuits.
What app do you use to track your portfolio
He’s using M1 Finance
You worried Costco will get hit with ‘anti-price gouging’ laws?
Great video!
Intuit had earnings... went down 7% and would be great if you could break down the earnings for us. Appreciated!