Nathan, you'r probably among the very few contributors here on YT who is truly an investor and not a speculator and needless to say that your results back it up. Congratulations! Thank you for the great content you provide year in year out and I'm contemplating about becoming a member. Believe me it's not about the cost of the service (very fair) but a lot about my time budget constraints. I wish you a Happy New Year!
I sure hope some random person with 3 names has some sweet stock picks for me that I can look up on Google... I just want to get scammed. I'm waiting...
I cannot determined why I never get access to these portfolios or know when these have been discussed. Thus where are the videos covered? Or are these available yet. Then what is addressed here in this video is a membership to coffee can investors club portfolios, that I have never heard about? Why am I missing these presentations??????? .😢
The issue is it was all luck the past few years. It was not based on earnings growth but mostly multiple expansion, ignoring a lot of macro data and events. Not sure it will turn out the same again for another generation or so
Happy New Year Nathan. For me the key takeaways are that firstly it is pretty difficult outperforming the index and secondly hold a broadly diversified group of stocks and let compounding work its magic. I think Meb Faber showed sometime back that asset allocation percentages over the long time accounted for less than what one expected and it was basically time that you were invested for that mattered - of course horrendous strategies would decimate a portfolio.
That is a crazy performance on those ports. I like how your picks some are unconventional popular stocks which is crazy. I also like that you show the L's too. I was wondering what made the losers kind of tank off or fall out of favor. Quite honest with buffet selling Taiwan....then seeing it gained. Just goes to show you really can't follow those guys and what their doing.
The original Coffee Can portfolio is LEXCX, launched in the 1930s. It has been solid, good for about 11% per annum over a very long period of time. But it returned just 3.6% in 2024. So expect lumpiness when your top holding (UNP) is over 37% of the portfolio. Let your winners run, indeed!
Not comparable dividend reinvested for the Dividend Draft vs the VIG. I suspect all of the indices would beat the dividend draft if a fair comparison is made.
Its been a crazy couple of years. VTI is up ~50% in just the last 2 years and 77% in the last 5. The coffeecan makes sense but looking at the last 5 yrs when there's more large cap political turmoil, wonder if intuitively we could skew towards those industries somehow (big tech or Trump affiliated). SCHD, a dividend focused ETF also up 42% in last 5, and 8.5% in last 2. Basically, a rising tide lifts all boats and while you're making fair assessments against VIG, not sure if we can draw anything conclusive.
Nathan - Appreciate the Video. I wonder if you would be interested in doing a critical review of the AAII Growth Investing portfolio. I was wondering what you thought?
Confirms research to simply buy the US market as the best choice for 99% of those actually smart enough to be thinking about taking responsibility of their lives.
Love the coffe can concept but it does fly in the face of the data that says the vast majority of individual stocks actually underperform treasuries or lose money in the extreme long term. www.ft.com/content/caa1139b-e71d-4918-b422-56fdd4f67a3b And for the paper/study: papers.ssrn.com/sol3/papers.cfm?abstract_id=4448099#paper-references-widget
It actually agrees with that. Over time, the 20% winners in your portfolio become your portfolio, while the 80% losers/underperformers sell themselves :)
![Are Leveraged ETFs a Good Idea? [TQQQ]](http://i.ytimg.com/vi/V4w0PlDYyfQ/mqdefault.jpg)
Happy New Year everyone!! Sign up here: www.patreon.com/nathanwinklepleck to get access to monthly Coffee Can Scorecards for the entire S&P 500.
Not sure why i can't make a comment. Anyway, love your content. Are you not concerned with the everything bubble? How can we hedge?
Demonstrates the power of owning high quality stocks, and not messing around with them.
Absolutely!!
After years of churning around i am coming to that realization myself.
Happy new year Nathan, thanks
Happy new year!
Nathan, you'r probably among the very few contributors here on YT who is truly an investor and not a speculator and needless to say that your results back it up. Congratulations! Thank you for the great content you provide year in year out and I'm contemplating about becoming a member. Believe me it's not about the cost of the service (very fair) but a lot about my time budget constraints. I wish you a Happy New Year!
I sure hope some random person with 3 names has some sweet stock picks for me that I can look up on Google... I just want to get scammed. I'm waiting...
since u ask. according to randomizer, PEJ, FPXI, and CIM. 3 stock with cool acroymns. Never heard of these ones but hey here you go.
Happy New Year ✌
Happy new year!
Happy New Year Nathan. I am very happy with my Subscription! I still like the Munger portfolio using ROIC & Sales Growth. Have a Great Year.
Same to you!
I’m assuming you meant 2025 in your “Member Announcements”?
YES! LOL
Already doing it….. takes me 3 months to move on to the next year….
@@NathanWinklepleckCFAI hear ya, Happy New Year! Good Luck in ‘25!
Coffee can ist Klasse 🎉
Das stimmt 😊
I cannot determined why I never get access to these portfolios or know when these have been discussed.
Thus where are the videos covered? Or are these available yet. Then what is addressed here in this video is a membership to coffee can investors club portfolios, that I have never heard about? Why am I missing these presentations???????
.😢
Glen-this is the same as Patreon :)
I ended the 2024 year in my regular brokerage account at 88.48% gain YTD, and 72.54% gain YTD in my Roth IRA.
Nice!!!
The issue is it was all luck the past few years. It was not based on earnings growth but mostly multiple expansion, ignoring a lot of macro data and events. Not sure it will turn out the same again for another generation or so
Happy New Year Nathan. For me the key takeaways are that firstly it is pretty difficult outperforming the index and secondly hold a broadly diversified group of stocks and let compounding work its magic. I think Meb Faber showed sometime back that asset allocation percentages over the long time accounted for less than what one expected and it was basically time that you were invested for that mattered - of course horrendous strategies would decimate a portfolio.
Cool channel that has a Time machine!
:)
I only by covered call ETFs because i understand the power of compounding especially in a "high distribution" environment.
Is there a simple way to find shareholder yield for various stocks?
My coffee can scorecards have them for each stock :)
That is a crazy performance on those ports. I like how your picks some are unconventional popular stocks which is crazy. I also like that you show the L's too. I was wondering what made the losers kind of tank off or fall out of favor. Quite honest with buffet selling Taiwan....then seeing it gained. Just goes to show you really can't follow those guys and what their doing.
Thanks! And yeah, good to just learn from them, but not follow them 100%
The original Coffee Can portfolio is LEXCX, launched in the 1930s. It has been solid, good for about 11% per annum over a very long period of time. But it returned just 3.6% in 2024. So expect lumpiness when your top holding (UNP) is over 37% of the portfolio. Let your winners run, indeed!
Love that portfolio!!!
Not comparable dividend reinvested for the Dividend Draft vs the VIG. I suspect all of the indices would beat the dividend draft if a fair comparison is made.
What? Dividends reinvested for both.
Its been a crazy couple of years. VTI is up ~50% in just the last 2 years and 77% in the last 5. The coffeecan makes sense but looking at the last 5 yrs when there's more large cap political turmoil, wonder if intuitively we could skew towards those industries somehow (big tech or Trump affiliated). SCHD, a dividend focused ETF also up 42% in last 5, and 8.5% in last 2. Basically, a rising tide lifts all boats and while you're making fair assessments against VIG, not sure if we can draw anything conclusive.
Wisdom!!
Thanks, David! Happy new year to you!
The same to you Nathan and your growing family!
Nathan - Appreciate the Video. I wonder if you would be interested in doing a critical review of the AAII Growth Investing portfolio. I was wondering what you thought?
Confirms research to simply buy the US market as the best choice for 99% of those actually smart enough to be thinking about taking responsibility of their lives.
Love the coffe can concept but it does fly in the face of the data that says the vast majority of individual stocks actually underperform treasuries or lose money in the extreme long term.
www.ft.com/content/caa1139b-e71d-4918-b422-56fdd4f67a3b
And for the paper/study:
papers.ssrn.com/sol3/papers.cfm?abstract_id=4448099#paper-references-widget
It actually agrees with that. Over time, the 20% winners in your portfolio become your portfolio, while the 80% losers/underperformers sell themselves :)