Timing the bottom of the market is notoriously difficult, even for seasoned investors but consulting with a financial advisor can also provide personalized guidance tailored to your specific financial situation and goals.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
Julianne Iwersen Niemann a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you for sharing, I must say, Julianne appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
''Sophia Irene Powell '' 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.
''Sophia Irene Powell ’' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I’d be interested to see the performance by dividend income for all of these players vs the S&P 500. But how can I possibly safeguard and grow $350k cash reserve into a 7 figure ballpark for the next 2 years?
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
“DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% NVDA, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
Sven is a spiritually financial hedge....I enjoy reading the comments from the people who accuse him of crying wolf yet keep watching and commenting. Keep up the excellent, thoughtful work.....
During these blowoff top bowl markets, common sense is nowhere to be found. However, Warren Buffett and SVEN. And handful of other old school value investors know what’s up. 🎉
Those who have a vested interest in the market will always say it goes higher. Like a real estate agent who will never tell you its not a good time to buy a house
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks next year. Hope to make millions this 2025.
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. You should consider a market expert to guide you.
It's true that many people minimize the importance of advisers until their own feelings burn them out. A few summers ago, following a protracted divorce, I needed a significant boost to keep my business afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Sophia Maurine Lanting for about 4 years now, and her performance has been consistently impressive.
I just googled her name 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 call.
I believe that investors should constantly use their money, especially The market will begin to diversify more in 2025. Next year, I want to put roughly $350,000 of my money into stocks. In 2025, I hope to earn millions.
It's critical to have a well-planned strategy and refrain from acting rashly in response to transient market swings. You want to think about getting advice from a market specialist.
Indeed, a lot of people downplay the significance of advisors until their own emotions become too much for them to handle. I needed a big boost to keep my firm viable a few summers ago after a lengthy divorce. I found the most qualified advisor after searching for licensed advisors. Despite inflation, she helped me grow my reserve from $275k to $850k.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Sven - You always have great perspective with facts and rationality! How do we, in US, find value when our 401k has limited options and our 401s are the core positions? Most offer the SP500 or NASDAQ as primary funds. Some value funds , but not great options.
People try to predict the economy not realising it is not a capitalistic market, its a command economy, central planning! my concern is, instead of having much dollar in bank that could lose value to inflation, do I save in gold to reserve and grow wealth for now, or just hang on?
truth is that gold serves as an inflation hedge in the long run, but not profitable in the short run. only thing you can predict is a strong effort of wealth transfer from the people to the powerful. luckily some folks find solution in financial advisors
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Excellent share, thank you! just copied and pasted her full name on my browser, at once came across her site and skimmed through credentials, she looks very distinguished
HEy Sven. Love your new strategy to post more often shorter videos. I've seen that the wales (Trump/ other big investors) are moving to crypto and pushing that agenda to get that growth that will not come for the next 10 years in stocks. Is crypto a new growth wave for the ones who don;t do Wall Street? If a crises hits, what you think the crypto word will react ? Thank you.
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 Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
This bubble is very different. Its first time in US history I think when a new bubble formed just two years after the last one. These extreme bubbles usually happen at least 20 years appart as old investors are replaced with newbies who did not lived experienced the last one. This bubble is very unique as people who lost half their money in IPO bubbli in 2021 and crypto are now jumping again all in.
Or the major investors pulled out before the last big C. Now they simply creating another climax before ww3. Unfortunately for them this is likely to be delayed due to not being able to control usa
Hi, please clarify, short interest rate is 4 percent. the earning per share growth rate is just 3 percent (earnings yield right?) if it was 6 percent that means companies are doing much more money. You said the value would be halfed. Could you please explain this.
How do you value a ponzi scheme? It's greater-fool-investing, worth exactly as much as someone else is willing to pay for it. People chase it as long as it goes up
For Buffet it's a no brainer. Not only do 3 month bonds have a better yield but 10-year bonds have huge risk if the rates go up, or worse it something like a failed auction happens. He wants to be able to jump out of bonds and buy equities and you cannot do that with longer dated bonds without losses if the bond market moves against you just when you need cash to buy equities. Also Jamie Dimmon says JPM sees a wall 10 years out as far as government debt is concerned. Take that for what you will. I don't think governments can take 10 more years of what's happening today with interest payments and deficits. The reason why P/E keeps expanding is that an increasing number of people are equity buyers. People who never owned stocks are buying into pension schemes and passive ETFs. And these need to buy equities whatever the current price is, they cannot stop buying. And nobody cares if equity yield is 3% vs bonds at 5.5% as long as the price goes up 15% or more per year, that's replaces a yield for a lot of people.
Sven so you will buy just undervalued stocks in this period I assume, if you find otherwise you keep cash. I am not USA based and for me it is not convenient use us bonds because the exchange. What will you do in meantime?
here is the problem. More than 50% in stock trading is now done by passive funds (index funds and ETFs) . This percentage increases every year. A large portion of them is held by pension funds. These funds keep buying regardless of interest rates, earning predictions or any other valuation aspect. It is a passive constant bid. So it is more relevant predicting when will you have more withdrawals than contribution, which is more related to demographics than economy.
That's true, passive probably has way more impact on the price-action we see than most people suspect. Not so sure about your point about being more related to demographics than the economy though: during a recession I'd suspect those 401k contributions could quickly ebb off or shift into reverse as people are forced to withdraw to make ends meet after being unemployed for too long. Not necessarily as long as the overall market trend is still up, but once it turns it could quickly turn into a self-reinforcing cycle on the way down, just like it did on the way up.
@@maosw . Good point - in recession people lose jobs so 401k contribution stops, and passive buying on stocks regardless of price is reduced. The demographics point is more of a long term thing - as long as population grows and employed population buys more funds in 401k than retired people that net sells funds, the indices will continue to go higher - regardless of various valuation multiples.
Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $400k portfolio is down by approximately 20 %, any recommendations to scale up my ROI before retirement will be highly appreciated.
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
Yes true, I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $98k every month so I’ve been sticking to investing via an Advisor.
My CFA Carol Vivian Constable, 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..
@@Value-Investing I asked about the first two words. More proof you don't see numbers clear anymore. Just kidding, thanks for the information you share. Really like your channel.
$196 earnings are GAAP earnings. Stock prices track non GAAP earnings. GAAP earnings are influenced by one time non cash charges and thus are not real, operating earnings of the company. Thats why all graphs showing correlation between EPS and share price are using non GAAP EPS.
Well.. 1) “non recurring” expense is still an expense, every year there are non recurring expense 2) gaap earning is the only metric that can be compared across period. There is no point in comparing across period when the bases are different
@@kevinp5119Don’t bother, they think that investing consists in convincing themselves that the few dozen companies that everybody knows deserve higher and higher multiples no matter what, and they will resort to all sorts of stories. They don’t know what else to do and recent history has rewarded them. They will learn soon enough.
@@kevinp5119 No. Exact opposite is true. Operating earnings are much closer what company really makes than GAAP. Do you really believe that British Tobacco lost money this year and did not sell any cigarettes simply because they write off something from their book value? 🤔 Do you even understand accounting?
With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
Thank you for sharing, I must say she appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
Sven, I don't understand. According to macrotrends, actual EPS on Oct 2021 was 172.5 and actual EPS never reached above 200. But on your graph, forward EPS is reaching 280?! Are they gaslighting us? This is misinformation and it should be illegal. Or am I just clueless, uneducated?
well, 280 sounds better than 172.5, no? what are we going to say that the S&P 500 PE ratio is above 30 ? Better to say it is at 22 on forward earnings..
If you check the S&P global estimated earnings spreadsheet, you can find historical “as reported” earnings and also operating earnings. Forward estimates seem to be operating earnings. The Jp Morgan chart Sven shows often is also titled “operating EPS”. As of June 2024, those were around 215, still far from the 240-275 projections.
Yardeni and Tom Lee were saying the same thing at the top in 2007. It’s never gonna go down, but I have to give them credit because the right for multiple years in a row until they’re wrong. Hard to fight the Fed when the stimulus is cranking out
How exactly does one quantify risk under Donald Trump (this is not a political question before any one ‘attacks’)? If I’m calculating WACC what would I use for the discount rate when a tariff or attack from the US president could be put in place on a whim?
Isn't the phrase " A bubble wondering around looking for a pin" Even the Monkey jpegs are shifting again, bots everywhere. Gamestop moving. That chap buying a $6m Banana sculpture with his Crypto returns, and then eating it. This is all perfectly normal- there's nothing to see here.
Sven you missed a cruical point in your video, AI. Palantir and Nvidia are growing like crazy so it explains the P/E, the whole market will grow now... I'm joking, this is crazy
When I'm high, it's hard to tell when he's being sarcastic and when he's not. I hold lots and lots of bonds. Out to 5 years. Better yield than most safe stocks (utilities, big banks, big energy) and preserves my principle.
Sven, Please turn off your comment option since it is filled with 99% scammers. You risk your reputation and a possibility of lawsuits when someone lose their savings to the scammers.
You are maybe right with your theory but please shed some light on the trillions added to the debt, where that money has gone because the money has been created and it was not collected back by the fed so it is in the economy and added to the people's accounts and gdp ,so it has to be invested somewhere and as a result the value of all assets must go up to the level of money in circulation, some corrections can happen but due to availability of so much money it will recover quickly and there is only one way for the markets to go in the long term as long fed printing machines are on, there is no way they will stop printing, some rates up and down will continue to control the inflation otherwise no politician will go for suicide to reduce debt ,I might be wrong but we will see in 10 -20 years who was right, if you agree
@@kevinp5119 No I think, they will continue printing, and paper money will continue losing its value as always, assets will be expensive, and value increase is the normal outcome of uncontrolled printing
As an investing 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?.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Recurring theme in your videos is that the market is overpriced compared to historic patterns. However, today ‘the market’ to great extent comprises just a few mega caps which have extraordinary business models (platform economics, network effects etc.) with high ROIs and a lot of runway. This is rather different from the mega caps of the past (e.g. oil majors). Im not saying the market is cheap, just think that a comparison now vs then may not be appropriate. Not even factored in that today there is just so much more money in the system looking for returns. thank you for your videos.
Well, even accepting that tech majors have great business models, they face risks for example tightening of loose tax regime, which may increase the tax, regulation of anti-competitive measures, etc. Furthermore, the moral of the story is that the current PE ratio of the entire stock market is extremely high compared to historical norms even in the backstop of higher interest rate environment which doesn’t make any sense.
More money in the system… looking for returns in places where returns can only come from sustained growth, sustained margins and sustained idiotik multiples. Same thing as in every other bubble. When people buy rental properties or set up businesses, their focus is on earnings yield. When people buy a stock, which is just a piece of a business, why should the focus be any different? And yet at high multiples, with no earnings yield, it is all a bet on growth and sustained valuations. Investing has nothing to do with convincing oneself that multiples should be higher.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I agree with your points, the problem is that there’s way too much money and there are no better assets to put them on that could give the same returns as pre fed interest. So everyone is just trying to hold to the old way of living. It’s hard to accept that the best bet is to put in treasuries. It will just take some time before people start losing money and then prices will adjust to follow fundamentals again. Or maybe they will go to crypto 🤷
But money is not destroyed when the market goes down, it just changes hands. Money is printed as well so there is just more money in the world, period.
@@akhan-hw1pw There was more money as money supply is going down since than and excess spending is drying up. What happened is that people who bought undervalued made killing while people jumping in at top waited almost two years to be break even.
You have some good insights Sven. Can I make a suggestion? Drop the word “value” from your channel name. I think “value” investing has got a bad rep given the underperformance of this investing style over the last decade. If you rename the channel to “investing with Sven Carlin” you might draw a new (younger) viewer base. Anyways, keep up the good work!
Sven. Eventually, your fears will be validated, and at some point, there will be indeed a crash or correction you keep predicting. Maybe next week, maybe in a few more months or years. None really knows. Valuations are indeed high from a historical perspective. But it doesn't mean anything with regard to what happens next. When there is a crash, I suspect that subscribers to your platform will be damaged threefold:1st, not participating on the epic run we've recently witnessed, 2nd, abysmal returns of low-PE food stock they followed you into (which will also likely crash), 3rd, by paying you investment platform fees :)
!!I am at the beginning of my "investment journey", planning to put 185K into dividend stocks so that I will be making up to 30% per year in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated.
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?
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 Charlotte Grace Miller for helping me achieve this
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
One of my biggest financial mistakes was not being born in 1930 and dropping $100 into the S&P 500.
Timing the bottom of the market is notoriously difficult, even for seasoned investors but consulting with a financial advisor can also provide personalized guidance tailored to your specific financial situation and goals.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. Do you have any?
Julianne Iwersen Niemann a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you for sharing, I must say, Julianne appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
''Sophia Irene Powell '' 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.
''Sophia Irene Powell ’' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I’d be interested to see the performance by dividend income for all of these players vs the S&P 500. But how can I possibly safeguard and grow $350k cash reserve into a 7 figure ballpark for the next 2 years?
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
“DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% NVDA, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
pls how can I reach this expert?
Her name is Marissa Lynn Babula . I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
The bots are crazy today
yeah, wth is going on?
That 'Ronaldo would buy XAI213K' cracked me up :P
if Ronaldo is buying, we might too have to buy.... what is Messi doing?
I only believe to mbape 😅
Excited to hear you mention bots here, she seems to be quite knowledgeable. Is she on TELEGRAMs?
@@TurkishSupremacyyes her name is Dr. Karen and she helped me 100x my money every week 😂 Elon Musk approved her
Sven is a spiritually financial hedge....I enjoy reading the comments from the people who accuse him of crying wolf yet keep watching and commenting. Keep up the excellent, thoughtful work.....
Sven is great.
i am a growth investor but Sven give me risk management strategy. He is brilliant
During these blowoff top bowl markets, common sense is nowhere to be found. However, Warren Buffett and SVEN. And handful of other old school value investors know what’s up. 🎉
Ronaldo would buy XAI213K
🤣🤣🤣
It's amazing that this botz comment currently has 900+ thumbs up when the actual video itself only has 600 likes. 😂😂😂
@@davidhalbleib2467 what is also amazing is how Google is so impotent at filtering these scammers out.
Those who have a vested interest in the market will always say it goes higher. Like a real estate agent who will never tell you its not a good time to buy a house
No, Sven, you are not "the boring guy at the party". You are much fun!
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks next year. Hope to make millions this 2025.
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. You should consider a market expert to guide you.
It's true that many people minimize the importance of advisers until their own feelings burn them out. A few summers ago, following a protracted divorce, I needed a significant boost to keep my business afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Sophia Maurine Lanting for about 4 years now, and her performance has been consistently impressive.
I just googled her name 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 call.
I believe that investors should constantly use their money, especially The market will begin to diversify more in 2025. Next year, I want to put roughly $350,000 of my money into stocks. In 2025, I hope to earn millions.
It's critical to have a well-planned strategy and refrain from acting rashly in response to transient market swings. You want to think about getting advice from a market specialist.
Indeed, a lot of people downplay the significance of advisors until their own emotions become too much for them to handle. I needed a big boost to keep my firm viable a few summers ago after a lengthy divorce. I found the most qualified advisor after searching for licensed advisors. Despite inflation, she helped me grow my reserve from $275k to $850k.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
My adviser is "'Annette Marie Holt " You can easily look her up. She has years of financial market experience and she is also FINRA & SEC verifiable.
Thank you for this amazing tip. I verified her and booked a call session with her. She seems Proficient.
Sven - You always have great perspective with facts and rationality!
How do we, in US, find value when our 401k has limited options and our 401s are the core positions?
Most offer the SP500 or NASDAQ as primary funds. Some value funds , but not great options.
People try to predict the economy not realising it is not a capitalistic market, its a command economy, central planning! my concern is, instead of having much dollar in bank that could lose value to inflation, do I save in gold to reserve and grow wealth for now, or just hang on?
truth is that gold serves as an inflation hedge in the long run, but not profitable in the short run. only thing you can predict is a strong effort of wealth transfer from the people to the powerful. luckily some folks find solution in financial advisors
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
Impressive can you share more info, i want to take advantage of this bull season?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Excellent share, thank you! just copied and pasted her full name on my browser, at once came across her site and skimmed through credentials, she looks very distinguished
Lol cuts or no cuts investors are still paying 30x earnings. If there are cuts, what upside is even left?
HEy Sven. Love your new strategy to post more often shorter videos. I've seen that the wales (Trump/ other big investors) are moving to crypto and pushing that agenda to get that growth that will not come for the next 10 years in stocks. Is crypto a new growth wave for the ones who don;t do Wall Street? If a crises hits, what you think the crypto word will react ? Thank you.
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 Charlotte Grace Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
U not boring guy, u cool analyst, keep going Sven!
Not the boring guy, the guy warning about icebergs. What a kill joy! lol.
hahahaha
how many videos do you want to make about a possible market crash?
sven: yes
This bubble is very different. Its first time in US history I think when a new bubble formed just two years after the last one. These extreme bubbles usually happen at least 20 years appart as old investors are replaced with newbies who did not lived experienced the last one. This bubble is very unique as people who lost half their money in IPO bubbli in 2021 and crypto are now jumping again all in.
Or the major investors pulled out before the last big C. Now they simply creating another climax before ww3. Unfortunately for them this is likely to be delayed due to not being able to control usa
Yeah that’s true. Also Gold at alltime high. Dollar and Gold going up at the same time … etc.
Something is wrong here😵💫
Yes but from where they have these huge money?
Hi Sven. What would you consider a "proper value" for the s&p nowadays? A rough estimate.. thanks
7% earnings yield
Hi, please clarify,
short interest rate is 4 percent.
the earning per share growth rate is just 3 percent (earnings yield right?)
if it was 6 percent that means companies are doing much more money. You said the value would be halfed. Could you please explain this.
nope, the price goes 50% down, and then you have an earnings yield of 6%, from 3 to 6%
if price falls to 50 percent then yield double and it would be time to go in... I will listen again.
Thank you!
So LEAP SPY Puts are a smart move?
Sven, would you consider an index ETF tracking MSCI EAFE a value investment right now? How about the Canadian index?
Sven, can you make a video on valuation of bitcoin?
How do you value a ponzi scheme? It's greater-fool-investing, worth exactly as much as someone else is willing to pay for it. People chase it as long as it goes up
Very good, Sven! Very cunning and prudent.
How about ERF. Price is down, earninigs are growing.
For Buffet it's a no brainer. Not only do 3 month bonds have a better yield but 10-year bonds have huge risk if the rates go up, or worse it something like a failed auction happens. He wants to be able to jump out of bonds and buy equities and you cannot do that with longer dated bonds without losses if the bond market moves against you just when you need cash to buy equities. Also Jamie Dimmon says JPM sees a wall 10 years out as far as government debt is concerned. Take that for what you will. I don't think governments can take 10 more years of what's happening today with interest payments and deficits.
The reason why P/E keeps expanding is that an increasing number of people are equity buyers. People who never owned stocks are buying into pension schemes and passive ETFs. And these need to buy equities whatever the current price is, they cannot stop buying. And nobody cares if equity yield is 3% vs bonds at 5.5% as long as the price goes up 15% or more per year, that's replaces a yield for a lot of people.
good points! thanks for sharing!
Sven so you will buy just undervalued stocks in this period I assume, if you find otherwise you keep cash. I am not USA based and for me it is not convenient use us bonds because the exchange. What will you do in meantime?
VMFXX babe...
here is the problem. More than 50% in stock trading is now done by passive funds (index funds and ETFs) . This percentage increases every year. A large portion of them is held by pension funds. These funds keep buying regardless of interest rates, earning predictions or any other valuation aspect. It is a passive constant bid. So it is more relevant predicting when will you have more withdrawals than contribution, which is more related to demographics than economy.
That's true, passive probably has way more impact on the price-action we see than most people suspect. Not so sure about your point about being more related to demographics than the economy though: during a recession I'd suspect those 401k contributions could quickly ebb off or shift into reverse as people are forced to withdraw to make ends meet after being unemployed for too long. Not necessarily as long as the overall market trend is still up, but once it turns it could quickly turn into a self-reinforcing cycle on the way down, just like it did on the way up.
@@maosw . Good point - in recession people lose jobs so 401k contribution stops, and passive buying on stocks regardless of price is reduced. The demographics point is more of a long term thing - as long as population grows and employed population buys more funds in 401k than retired people that net sells funds, the indices will continue to go higher - regardless of various valuation multiples.
Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $400k portfolio is down by approximately 20 %, any recommendations to scale up my ROI before retirement will be highly appreciated.
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
Yes true, I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $98k every month so I’ve been sticking to investing via an Advisor.
which advisor do you use and are you making more than average returns?
My CFA Carol Vivian Constable, 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..
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
Sven do you ever buy protection on your portfolio ? I know it's generally frowned upon but I'm strongly considering a hedge.
I am very hedged in a way and buying puts now doesn't seem a stupid idea...
I'm shorting SPX with 5x leverage. Wish me luck Sven.
@@pierregentilini4375 Shorting before Christmas? You crazy, bro! 😲
@pierregentilini4375 that's courage or stupidity? I would love to come back here after we know the results
@@pierregentilini4375 right into the year end rally? 😀
Sp500 will go up because asset Inequality will rise as it has done since 2008, there's nothing left for the asset rich to buy
Why short term bond are ok?
Because you currently get the same yield as for long ones and short term bonds are not affected by interest rate changes.
Asking for a friend: what are the first two words you mention in each episode?
good day fellow investors!
@@Value-Investing I asked about the first two words. More proof you don't see numbers clear anymore.
Just kidding, thanks for the information you share. Really like your channel.
S&P500 Trailing EPS: 10-Years
...Now *THAT* is a statistic media NEVER shows you. They prefer nobody knows.
Still trust finance news? Me neither...
Thank you Sven
Sven has become an ironic guy in last parts🙂. I like you Sven 😀
$196 earnings are GAAP earnings. Stock prices track non GAAP earnings. GAAP earnings are influenced by one time non cash charges and thus are not real, operating earnings of the company. Thats why all graphs showing correlation between EPS and share price are using non GAAP EPS.
GAAP earnings are reality. Non GAAP is creative accounting.
Well.. 1) “non recurring” expense is still an expense, every year there are non recurring expense 2) gaap earning is the only metric that can be compared across period. There is no point in comparing across period when the bases are different
@cwaddle I agree
@@kevinp5119Don’t bother, they think that investing consists in convincing themselves that the few dozen companies that everybody knows deserve higher and higher multiples no matter what, and they will resort to all sorts of stories. They don’t know what else to do and recent history has rewarded them. They will learn soon enough.
@@kevinp5119 No. Exact opposite is true. Operating earnings are much closer what company really makes than GAAP. Do you really believe that British Tobacco lost money this year and did not sell any cigarettes simply because they write off something from their book value? 🤔
Do you even understand accounting?
Everyone except Sven’s viewers. Empire comes and goes
:-)
With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?
I'd say a little due diligence on “Stacy Lynn Staples” truly exceptional..
Thank you for sharing, I must say she appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
Sven, I don't understand. According to macrotrends, actual EPS on Oct 2021 was 172.5 and actual EPS never reached above 200. But on your graph, forward EPS is reaching 280?! Are they gaslighting us? This is misinformation and it should be illegal. Or am I just clueless, uneducated?
well, 280 sounds better than 172.5, no? what are we going to say that the S&P 500 PE ratio is above 30 ? Better to say it is at 22 on forward earnings..
There is a big difference between forward earnings and actual earnings.
If you check the S&P global estimated earnings spreadsheet, you can find historical “as reported” earnings and also operating earnings. Forward estimates seem to be operating earnings. The Jp Morgan chart Sven shows often is also titled “operating EPS”. As of June 2024, those were around 215, still far from the 240-275 projections.
I heard Yardeni forecast on cnbc I think and the host was like wow wtf
could actually happen!
Yardeni and Tom Lee were saying the same thing at the top in 2007. It’s never gonna go down, but I have to give them credit because the right for multiple years in a row until they’re wrong.
Hard to fight the Fed when the stimulus is cranking out
How exactly does one quantify risk under Donald Trump (this is not a political question before any one ‘attacks’)? If I’m calculating WACC what would I use for the discount rate when a tariff or attack from the US president could be put in place on a whim?
Most people are drunk now! Thank you Sven for your lonely wakeness.
thanks, and yes, I am one of the few that doesn't drink
And yet, all the alcohol and distillery stocks across the globe are in the dumpster and continue to get sold. Who would've guessed?
Isn't the phrase " A bubble wondering around looking for a pin" Even the Monkey jpegs are shifting again, bots everywhere. Gamestop moving. That chap buying a $6m Banana sculpture with his Crypto returns, and then eating it. This is all perfectly normal- there's nothing to see here.
Pretty much out of stocks. Happy with 4%♡ This time is different!
Seriously? Happy with only 4%?
That's barely the inflation.
@@pontoancoramaybe he or she thinks that the market will be red for the next year?
@@niklas4031 even if us market went down, there are other markets.
Sven you missed a cruical point in your video, AI. Palantir and Nvidia are growing like crazy so it explains the P/E, the whole market will grow now...
I'm joking, this is crazy
Can Trump tariffs cause the market crash?
But sven still says that sp500 top much exuberant.. 😂😂 when you will capitulate?😊
There doesn’t seem to be any good reason for this huge year…it seems a bit much
When I'm high, it's hard to tell when he's being sarcastic and when he's not. I hold lots and lots of bonds. Out to 5 years. Better yield than most safe stocks (utilities, big banks, big energy) and preserves my principle.
Join the party 🥳 🎉
By everyone getting rich I imagine you're talking about the 1% cause the wealth distribution couldnt be more unequal this day and age.
Sven,
Please turn off your comment option since it is filled with 99% scammers. You risk your reputation and a possibility of lawsuits when someone lose their savings to the scammers.
I think Google should use the AI to work on that, tells me AI isn't doing that good!
😂😂
You are maybe right with your theory but please shed some light on the trillions added to the debt, where that money has gone because the money has been created and it was not collected back by the fed so it is in the economy and added to the people's accounts and gdp ,so it has to be invested somewhere and as a result the value of all assets must go up to the level of money in circulation, some corrections can happen but due to availability of so much money it will recover quickly and there is only one way for the markets to go in the long term as long fed printing machines are on, there is no way they will stop printing, some rates up and down will continue to control the inflation otherwise no politician will go for suicide to reduce debt ,I might be wrong but we will see in 10 -20 years who was right, if you agree
They will keep printing until printing doesn't work anymore. Once confidence is lost, printing will not save the economy.
@@kevinp5119 No I think, they will continue printing, and paper money will continue losing its value as always, assets will be expensive, and value increase is the normal outcome of uncontrolled printing
Hopefully there’s a downturn soon. Get some more deals but otherwise keep investing.
As an investing 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?.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Please will you be kind enough to share the details of the man that helped you?
Actually its a Lady. Yes my go to person is 'MARY TERESE SINGH'. A very easy and compassionate Lady. You should take a look at her work.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Nikkei 1989.
Too many spammers below.
Recurring theme in your videos is that the market is overpriced compared to historic patterns. However, today ‘the market’ to great extent comprises just a few mega caps which have extraordinary business models (platform economics, network effects etc.) with high ROIs and a lot of runway. This is rather different from the mega caps of the past (e.g. oil majors). Im not saying the market is cheap, just think that a comparison now vs then may not be appropriate. Not even factored in that today there is just so much more money in the system looking for returns.
thank you for your videos.
This time it is not different. Last bubble popped in 2021 and I doubt companies are much different than in 2021.
I have lived through 4 crashes. You will never see it coming until you are in the middle of it.
Well, even accepting that tech majors have great business models, they face risks for example tightening of loose tax regime, which may increase the tax, regulation of anti-competitive measures, etc. Furthermore, the moral of the story is that the current PE ratio of the entire stock market is extremely high compared to historical norms even in the backstop of higher interest rate environment which doesn’t make any sense.
@cwaddle and the potential actual return is very low compared to historical norms. Low actual return + high prices eventually correct.
More money in the system… looking for returns in places where returns can only come from sustained growth, sustained margins and sustained idiotik multiples. Same thing as in every other bubble. When people buy rental properties or set up businesses, their focus is on earnings yield. When people buy a stock, which is just a piece of a business, why should the focus be any different? And yet at high multiples, with no earnings yield, it is all a bet on growth and sustained valuations. Investing has nothing to do with convincing oneself that multiples should be higher.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a FA that can provide you with entry and exit points>.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Europe has no hope so I invest in US market. I can't be the only one
you certainly aren't given where the US market is going :-)
I can say the same for Brazil market. We are all going to US
I agree with your points, the problem is that there’s way too much money and there are no better assets to put them on that could give the same returns as pre fed interest. So everyone is just trying to hold to the old way of living. It’s hard to accept that the best bet is to put in treasuries. It will just take some time before people start losing money and then prices will adjust to follow fundamentals again. Or maybe they will go to crypto 🤷
There was even more money in 2021 and market went down 20-30%. Its interesting how short memory you have.
It was not more money around than today and secondly what happened after that correction?
But money is not destroyed when the market goes down, it just changes hands. Money is printed as well so there is just more money in the world, period.
@@barefeg correct, and they will not burn it but reinvest, the result will be prices of assets going up
@@akhan-hw1pw There was more money as money supply is going down since than and excess spending is drying up. What happened is that people who bought undervalued made killing while people jumping in at top waited almost two years to be break even.
There is a party tonight at mr Gatsby mansion. Are you coming? $$$
The extension for SPX is 7200. It's easy as funk. Nothing will happen until then. The fractal moves in Fibonacci ratios. Greetings
thanks for sharing!
You have some good insights Sven. Can I make a suggestion? Drop the word “value” from your channel name. I think “value” investing has got a bad rep given the underperformance of this investing style over the last decade. If you rename the channel to “investing with Sven Carlin” you might draw a new (younger) viewer base. Anyways, keep up the good work!
Sven. Eventually, your fears will be validated, and at some point, there will be indeed a crash or correction you keep predicting. Maybe next week, maybe in a few more months or years. None really knows. Valuations are indeed high from a historical perspective. But it doesn't mean anything with regard to what happens next. When there is a crash, I suspect that subscribers to your platform will be damaged threefold:1st, not participating on the epic run we've recently witnessed, 2nd, abysmal returns of low-PE food stock they followed you into (which will also likely crash), 3rd, by paying you investment platform fees :)
Biden era market up over 60 Pct ! Trump told people to sell stock in 2020. 😂😂😂
Stay away from this guy he is a permabear
LOL, no.
go
9:40 this is 100% correct
TRump is going to try to run the economy hard, with no care for the 4 to 5 year consequence. Inflation to go up under tariffs and deportations..
TDS
More scare tactics and a great way to underperform the market. You can’t time the market. Totally unactionable advice.
!!I am at the beginning of my "investment journey", planning to put 185K into dividend stocks so that I will be making up to 30% per year in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated.
As a newbie investor, it’s essential for you to have a mentor to keep you accountable.
Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..
I don't really blame people who panic. Lack of
information can be a big hurdle. I've been
making more than $200k passively by just
investing through an advisor, and I don't have
to do much work. Inflation or no inflation, my
finances remain secure. So I really don't blame
people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?
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 Charlotte Grace Miller for helping me achieve this
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills