These Two Investors Keep Beating The Market

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  • Опубліковано 10 сер 2023
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    I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on UA-cam full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.
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КОМЕНТАРІ • 252

  • @JosephCarlsonShow
    @JosephCarlsonShow  11 місяців тому +7

    Some helpful quick links:
    Community Discord and Qualtrim.com: www.patreon.com/josephcarlson
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    • @user-mv2hu2eq7v
      @user-mv2hu2eq7v 11 місяців тому

      So if I never sell WAVEDANCER I could get crazy numbers? It used to trade above 20 and is now just $0.50

  • @darnellcapriccioso
    @darnellcapriccioso 10 місяців тому +688

    The current market/economy is unnecessarily tougher for boomers/senior citizens, I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @richardhudson1243
      @richardhudson1243 10 місяців тому +7

      Just buy Gold, the government has failed us. I would say have a mentor. Not sure where you will get an experience one, but if your knowledge of the market is limited, it seems like a good bet.

    • @maiadazz
      @maiadazz 10 місяців тому +7

      Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.

    • @tatianastarcic
      @tatianastarcic 10 місяців тому +6

      @@maiadazz I envy you, I’m still trying to recover from losses I incurred in 2021/2022, who is this investment adviser you work with, I’m intrigued and I could use some quality guidance.

    • @maiadazz
      @maiadazz 10 місяців тому +5

      It's best you do your due diligence, I have my portfolio overseen by “Margaret Johnson Arndt” and her qualifications speak for itself. Most likely, the internet is where to find basic info, she has a noticeable page for consulting.

    • @nicolasbenson009
      @nicolasbenson009 9 місяців тому +1

      Margaret has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I set up a call with her so I could use her services.

  • @ClementRusso2
    @ClementRusso2 10 місяців тому +193

    Creating wealth entails establishing positive routines, such as consistently setting aside funds at regular intervals for sound investments. Financial management is a vital subject that many avoid, often leading to future regrets.

    • @Jason9o669
      @Jason9o669 10 місяців тому +1

      Getting a head start by beginning early is the most effective way to build wealth, with investment taking precedence. I've learned from last year's experience that starting early allowed me to create a better life through early investments this time around.

    • @Rodxmirixm
      @Rodxmirixm 10 місяців тому +2

      Currently, I'm managing my finances wisely and being frugal. In the last 19 months, my investments grew by 43%, adding over $650K in profits. However, I've had losses in the past month, making me anxious. I'm unsure whether to sell everything or wait.

    • @VickyAlvy
      @VickyAlvy 10 місяців тому

      Hello! A quick web search can help you with that. Just search her name .

    • @antonnohr
      @antonnohr 10 місяців тому

      I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor, Lee Stacey Decker.

    • @VickyAlvy
      @VickyAlvy 10 місяців тому

      I'm intrigued by the idea of investing with an analyst; it seems like a wise choice in today's market. Could you provide me with some guidance on how to get in touch with her?

  • @GillerHeston
    @GillerHeston 10 місяців тому +230

    I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

    • @rogerwheelers4322
      @rogerwheelers4322 10 місяців тому +2

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @joshbarney114
      @joshbarney114 10 місяців тому +1

      I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

    • @FabioOdelega876
      @FabioOdelega876 10 місяців тому

      This is huge! Think you can point me towards the direction of your advisor? been looking at advisory management myself.. seeking ways to invest and make more money with the uncertainty in the economy.

    • @joshbarney114
      @joshbarney114 10 місяців тому +2

      My Financial advisor is ‘’Colleen Janie Towe’’ and she’s highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. 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.

    • @FabioOdelega876
      @FabioOdelega876 10 місяців тому +1

      Insightful... I curiously looked up her name on the internet and I found her site and i must say she seems proficient, wrote her an email outlining my objectives. Thanks for sharing.

  • @Riggsnic_co
    @Riggsnic_co 6 місяців тому +55

    The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.

    • @CraigChap_6898
      @CraigChap_6898 6 місяців тому +4

      I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.

    • @maga_zineng7810
      @maga_zineng7810 6 місяців тому +3

      I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital assets,i accrued over $80K in dividends last year

    • @audeywolsh
      @audeywolsh 6 місяців тому +3

      I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?

    • @maga_zineng7810
      @maga_zineng7810 6 місяців тому +3

      Credits to 'Natalie Lynn Fisk' she has a web presence, so you can simply

    • @audeywolsh
      @audeywolsh 6 місяців тому +2

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @thetaomega7816
    @thetaomega7816 11 місяців тому +62

    Really interesting to see your evolution from basically only caring about Dividend yield to Dividend yield growth to now lately Return on Capital employed. You can see your investment thesis maturing over time

    • @Allen-L-Canada
      @Allen-L-Canada 11 місяців тому +2

      I was concerned when he was focusing dividend too.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому +1

      We all grow.
      He is far ahead of where his peers are (and where I was at his age).
      He is as much a student of investing as he is a proponent of dividend investing.
      Growth is almost inevitable with any one truely commitment to learning.
      Ultimately total return is where it’s at. Regardless of whether the growth is via appreciation or dividends. We all know companies that pay dividends have an unnecessary tax burden. This tax drag comes out of investors total return. Buffett has explained this before

  • @bernardallen55
    @bernardallen55 11 місяців тому +258

    I feel sad that even though I am investing, I don't have the brain power to dig through how each company is doing, is this a good time to buy stocks or not, my reserve of $450K is laying waste to inflation and I don't know what to do at this point tbh, I need solid data on market trajectory

    • @danieljackson87
      @danieljackson87 11 місяців тому

      I agree, which is why I prefer having an investment coach handle my day-to-day decisions. Given that their entire skill set revolves around using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, coupled with the unique information and analysis they have, it is virtually impossible for them to underperform. I've been using an investment coach for more than two years and have made over $1.5 million.

    • @mikeharry96
      @mikeharry96 11 місяців тому

      I've been holding onto a number of equities that keep falling in value and am unsure of whether to remain holding them or sell them. I believe your investment coach might provide me with portfolio restructuring advice.

    • @danieljackson87
      @danieljackson87 11 місяців тому

      Yes, Julie Anne Hoover made headlines in 2020, but I'm not sure if I can bring her up in this context. She manages my portfolio and acts as a counselor for me.

    • @andys_youtube
      @andys_youtube 11 місяців тому

      BRK.B - Warren keeps on winning

    • @andrewlogan7737
      @andrewlogan7737 11 місяців тому

      I just Googled her name and her website came up right away. It looks interesting so far. I'm going to book a call with her and let you know how it goes. Thanks

  • @1gerard9
    @1gerard9 11 місяців тому +8

    Hey Joseph, I was getting used to your Friday clips about the TikTok billionaires, about their wisdom on how to become 1. Enlighten Us!

  • @lonzhao
    @lonzhao 11 місяців тому +1

    Very good video, thank you Joseph.

  • @739jep
    @739jep 11 місяців тому +3

    Used portfolio visualiser , to run a simple regression on the fund - most of the returns seem to be explained by the F&F factors (so returns explained by risk) , and the alpha is not statistically significant. Just something to consider.

  • @GamerTreasures
    @GamerTreasures 11 місяців тому +3

    enjoyed this one. had a few of the companies akre talk about in my watchlist. :)

  • @Awsumnesspure
    @Awsumnesspure 11 місяців тому

    love these types of videos-great value !

  • @maestro2.014
    @maestro2.014 11 місяців тому

    Thank you ! Great one again

  • @mjl4881
    @mjl4881 11 місяців тому +9

    Joseph, great informative video! Seems like you are focusing on great companies with wide moats and at times monopolies, which I love. What do you think of ASML?

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Yes. ASML has a wide moat. Most European investors are more familiar with it. But it’s a solid stock. Competition is TSM

  • @meredithelbert6608
    @meredithelbert6608 11 місяців тому +39

    Actually, i think the best time to buy stocks is when the markets are down, lately every week or two we see a day when everything is down, just build up your buying power until a good day to go shopping, and stick with stocks that are predictable ...My Financial advisor Susan Kay Mack had my $170k invested in these picks(high growth) ,NVR,SEB AMZN ,DOW-J, AAPL, NYSE,LISP.SW, NASDAQ, TSLA, I've gotten 76% return so far this year, I'll keep holding to see the outcome

    • @walter.dlawson2580
      @walter.dlawson2580 11 місяців тому

      impressive! I like the approach

    • @larryronhartfield55
      @larryronhartfield55 11 місяців тому

      I googled the lady you mentioned, and left a mail after going through her credentials. I'm willing to make consultations to improve my portfolio..

    • @harrisahmed3066
      @harrisahmed3066 11 місяців тому

      I've got quite similar stocks but mine has NVDA good choices..

  • @LocalGeezah
    @LocalGeezah 11 місяців тому +2

    Hi Joseph, how is ROCE calculated in your tool?

  • @texasbuzzard4970
    @texasbuzzard4970 11 місяців тому

    great video. thanks for the content

  • @humbertofigueira
    @humbertofigueira 10 місяців тому

    Excellent video !!! thanks

  • @PatrikHorvathYT
    @PatrikHorvathYT 11 місяців тому +5

    Long V and AMT 🙂

  • @brybryBillions
    @brybryBillions 11 місяців тому +6

    They actually have a lot of risk concentrated on toll booth businesses. These businesses are great until they get disrupted. MA and V, could get disrupted by Apple Pay for example.

  • @markriley5931
    @markriley5931 11 місяців тому

    Thanks for this insightful review. Don’t hear much about Akre. I think that is how they like it.

  • @RickWatson-xu6gw
    @RickWatson-xu6gw 9 місяців тому +3

    I am experiencing one of the most challenging phases of my life... Lost a fortune lnvesting in emerging companies. How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

  • @dunthor134
    @dunthor134 11 місяців тому

    Hey Joseph, I would love to hear your thoughts or plans on stock exit strategy.

  • @trance1986
    @trance1986 11 місяців тому +3

    Hey Joseph great video like always. Next time when you do stock analysis could you add stocks from different sectors that you never mention. I'm talking about old school stocks with dividends like xon, cvx, epd, ko, abbv, hp, F? Thanks !!

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      I was looking at the portfolio of GenEx Dividend Investor (UA-cam) he owns several of those stocks. Alternatively you could search on this same platform using those stocks. I look at the portfolio of ETF like VYM (VIG, DGRO or NOBL) and pay attention to the first 100 stocks each hold. If it’s good enough for a $28 billion dividend ETF. I put it on my watchlist. Then look at best starting yield over the last 5 years.

  • @SaadonAksah
    @SaadonAksah 10 місяців тому

    A nice analysis 👍

  • @CurieBohr
    @CurieBohr 11 місяців тому +10

    People spend hours per day watching videos, buying courses, reading articles, changing their portfolio, all just to lose to my boring etf holding. Talk about wasted energy.

    • @dbcooper8676
      @dbcooper8676 11 місяців тому +2

      Some people enjoy it as a hobby, over time it pays off

    • @CurieBohr
      @CurieBohr 11 місяців тому

      @@dbcooper8676 yeah. A tiny portfolio for fun sure. I mean, I have 35k in bitcoin/Ethereum. But I’d never risk a lot of money.

  • @eikoGoldstein
    @eikoGoldstein 10 місяців тому +6

    The fee for the Retail Focus Fund is 1.3%. The fee for Vanguard or Schwab 500 is .03%. Akre’s return may be great but his fees diminish your return. This was jack bogle’s central point. Keep this in mind. Good luck all !

    • @christopherstewart9874
      @christopherstewart9874 10 місяців тому +3

      The quoted returns are after all fees. The S&P 500 funds will give you "market" returns. If you want to beat the market, you can't buy "the market." I would say the Retail Focus Fund earns its fee. What do you want to do, minimize fees or maximize return? We're not talking about the ability of "most advisors" to beat the market, we're talking about the ability of the Retail Focus Fund to beat the market, after all fees are paid. (Full disclosure - I do not own Retail Focus Fund or any S&P 500 fund or ETF.)

    • @eikoGoldstein
      @eikoGoldstein 10 місяців тому

      thank you for your reply. As you have probably inferred, I am happy to achieve the market's returns. Chacun son gout! Best wishes for success.@@christopherstewart9874

    • @brettmajors69karaoke
      @brettmajors69karaoke 10 місяців тому

      Symbol?

  • @mitchellkuznick6574
    @mitchellkuznick6574 11 місяців тому +2

    these are definitely my favorite type of Joseph Carlson episodes. When we dive into another famous investor holdings/philosophies. Very fascinating!

    • @thecapone45
      @thecapone45 10 місяців тому

      Love them! I still remember the one he did on Oak Tree Capital. Good stuff.

  • @heyjianjing
    @heyjianjing 11 місяців тому +3

    18:46 is all we need, Thanks Joseph for the video

    • @Allen-L-Canada
      @Allen-L-Canada 11 місяців тому

      "Although valuation does plays a role in our buy decisions, we should't confuse it with selling."

  • @LiveWellUkraine
    @LiveWellUkraine 11 місяців тому

    16:40 Ok... serious question. When does diversification become dilution and reversion to the mean?

  • @joaquimcevallosmorales8944
    @joaquimcevallosmorales8944 11 місяців тому +2

    I share 3 of his top 5, in my top 5 as well. Interesting, never heard of this investor!

  • @Karmazins
    @Karmazins 11 місяців тому

    Amazing video ! Thanks
    p.s. Please do something with bots promoting crypto and some specific advisors

  • @GenJester
    @GenJester 11 місяців тому

    Any tips for someone who is just starting out? What would you suggest to toss some cash at?

  • @nicolasadrien5100
    @nicolasadrien5100 11 місяців тому +6

    If you wanna be successful, you most take responsibility for your emotions, not place the blame on others. In addition to make you feel more guilty about your faults, pointing the finger at others will only serve to increase your sense of personal accountability. There's always a risk in every investment, yet people still invest and succeed. You must look outward if you wanna be successful in life.

    • @davidphilomena3093
      @davidphilomena3093 11 місяців тому

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

    • @Welch-miranda
      @Welch-miranda 11 місяців тому

      The stock market rally run is gone, but I'm not
      sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.

    • @charleskaren3948
      @charleskaren3948 11 місяців тому

      I agree with you! With her help, I diversified my 450k portfolio among different markets. During this bearish market period, I was able to produce a net profit of little over $1 million from high dividend yield stocks, ETFs and equity. However, the reality is that you cannot do it without a tried-and-true trading coach like Kimberly Kent

  • @florentlabeille694
    @florentlabeille694 11 місяців тому

    Very good investing strategy

  • @TortoiseInvesting
    @TortoiseInvesting 11 місяців тому +6

    I always think back to Peter Lynch saying diworsification. Awesome stuff man!

    • @dominiquetheeasyminimalist
      @dominiquetheeasyminimalist 11 місяців тому +3

      And Warren Buffett saying diversification is ignorance

    • @739jep
      @739jep 11 місяців тому

      And both Lynch and Buffet were wrong on diversification 😉

  • @GammeBoy
    @GammeBoy 11 місяців тому

    Good video

  • @dialogsemiconductor2039
    @dialogsemiconductor2039 11 місяців тому +3

    We have a fundamental misunderstanding of risk here. If one focuses on a few highly valued stocks, then it's simply a higher risk. Of course, you make higher returns with it. Returns and risk go hand in hand. Of course, I also have a lower return expectation if I hold 500 stocks. But I have a lower risk. However, if one redefines risk according to one's own whims, then one obviously has the magic solution that does it all.

    • @jscotthamilton5809
      @jscotthamilton5809 11 місяців тому +1

      Their apporach mitigates risk two ways. If the company is earning that high on ROCE, they can drop 75% in ROIC before they are no longer an exceptional company. That cratering usually takes years and is easy to spot. The second approach is to own ultra long term, which means they can weather business cycles and economic cycles. The shorter term you hold a security, the more that risk plays a factor and diversification is needed.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому +1

      @@jscotthamilton5809. You are correct.
      I think Seth Klarman said something like that. Did he get the idea from you? Or did you get it from him?😂 Stay Hungry

    • @samyueldanyo8679
      @samyueldanyo8679 10 місяців тому

      @@jscotthamilton5809the point is if the roic falls the valuation multiples will fall as well and hence there will be big losses because of the insensitivity to valuation.

  • @austynr
    @austynr 11 місяців тому +5

    Missing my friday tiktok

  • @nathan-gn7uf
    @nathan-gn7uf 11 місяців тому

    what are your thoughts on sofi?

  • @jwonz2054
    @jwonz2054 11 місяців тому +1

    55% in credit and Real Estate, so if a credit crunch or housing crash happens they get hosed?

  • @flcrusaders1
    @flcrusaders1 11 місяців тому

    JC just FYI you got an email notification, oh and great video!

  • @cicatrace
    @cicatrace 10 місяців тому

    Brookfield, nice pick!

  • @farmerbrett8660
    @farmerbrett8660 11 місяців тому +7

    Add these stocks to your next cash flow grade video DG ULTA ENPH JPM TXRH PINS DKNG. Thanks for the videos! Keep up the good work

    • @farmerbrett8660
      @farmerbrett8660 11 місяців тому

      @@bengregory7938yep. 👍

    • @b.sharp.
      @b.sharp. 11 місяців тому +2

      ​@bengregory7938 so you're saying it's a value play?

  • @operationcenterbravo
    @operationcenterbravo 11 місяців тому +1

    What would Chuck from Fastgraphs would say?

  • @jhoncadalin5887
    @jhoncadalin5887 9 місяців тому +1

    Isn't concentrating on few stocks also a risk? In that sense they are taking more risks to beat the market.

  • @tigerrx7
    @tigerrx7 11 місяців тому +3

    The fact that he knows about some secret sauce to MA and V but don’t wanna give it up on tv actually makes me trust him even more.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      He was being coy (unwilling to divulge information). His shareholder letters are available on line.
      Visa and MasterCard are big moat companies.
      • Global duopoly.
      • That operate with a toll road model
      • they don’t need to build factories etc
      • the transition to a cashless society is global and they already have a head start
      • Apple pay is the only real threat to their business model.
      Go online or on UA-cam and search for Richard Akre speeches at Google. Or read his letter to shareholders. The man is a genius

  • @vinay4886
    @vinay4886 11 місяців тому +1

    Why is the free cash flow yield of Visa almost double that of Mastercard?!🤔

  • @malami9586
    @malami9586 11 місяців тому

    Can you share some analysis and comments on American Express? thank you

  • @dairysmoreta6108
    @dairysmoreta6108 11 місяців тому

    No link in the description box for the interview 😭

  • @Allen-L-Canada
    @Allen-L-Canada 11 місяців тому +4

    "Valuation plays no role in our sell decisions, and neither do price targets." I agree!
    Although valuation does plays a critical role in our buy decisions, we should't confuse it with selling.

  • @user-mz9cq1yc7c
    @user-mz9cq1yc7c 6 місяців тому

    Joseph Carlson, so smart, insightful and logical especially for being a very young man!

  • @kookiebush
    @kookiebush 11 місяців тому +1

    Does anyone know the name of the Bill or Act that requires reits to pay 90% and what year it was signed. Thanks.

    • @jasonborn9383
      @jasonborn9383 11 місяців тому +2

      Cigar Excise Tax Extension of 1960 was the bill that permitted public Reits

    • @kookiebush
      @kookiebush 11 місяців тому

      Thanks dogs.

  • @nozar7
    @nozar7 11 місяців тому +3

    Looks like the fund has beaten the market slightly over the past 10 years, but hasbbeen lower than the market in the past 1, 3, and 5 years.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Very true. Richard Akre retirement could be a factor

  • @DanKohan
    @DanKohan 11 місяців тому +1

    Wow, it's really cool to see how smart investors like Chuck Ackri find amazing companies to invest in. Thanks for sharing this interesting stuff!

  • @captaincrunch6222
    @captaincrunch6222 11 місяців тому +5

    Can I ask you to look into sofi and give your thoughts? I see a lot of good in such a young company without a major part of their company(student loans) working properly. As far as I can tell the company is going to grow through it's software which banks can run on. Similar to visa or MasterCard. Given how much love you have for those two companies could sofi have a similar effect on the market?

    • @nathan-gn7uf
      @nathan-gn7uf 11 місяців тому +2

      yes! please look into sofi i agree

  • @TheOriginalPickleRick
    @TheOriginalPickleRick 11 місяців тому +12

    Yes but Mastercard & Visa are already higher priced. The return on capital is already baked into the price.

    • @moisesperez829
      @moisesperez829 11 місяців тому

      Read Terry Smiths book. Another option, just buy ETFs and let go 🤙🏼

    • @same.7939
      @same.7939 11 місяців тому +3

      High quality stocks like V, MA, COST are never going to give you a good price entry. Might as well buy them when you’re lucky to see a 5-10% correction because they mostly just go up.

    • @TrainArrival
      @TrainArrival 11 місяців тому +1

      I’ve noticed same in PEP, AZO, LVMH

  • @dweb2275
    @dweb2275 11 місяців тому +6

    Not much better than SCHD and after factoring in SCHD dividend via drip I think SCHD out preforms. SCHD also have much more diversification reducing risk.

  • @Rogershijianhui
    @Rogershijianhui 11 місяців тому +3

    What a treat! New video drops on Friday! Have a wonderful weekend!

  • @markarnoldsfinance2765
    @markarnoldsfinance2765 11 місяців тому

    Having followed you for a few years now, seems like you sell semi-often and talk about selling when valuations are high. Do these investors influence you to do less selling and more holding?

  • @Basic-Reviews
    @Basic-Reviews 11 місяців тому +1

    Make a video about VICI

  • @thekichang914
    @thekichang914 11 місяців тому +4

    Akre no longer runs the fund it’s important to keep that in mind. His protégés have taken over but it’s hard to tell if they will do as good a job.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому +2

      Agreed. Plus there was a power struggle between Neff & Cerrone the two co-managers. I guess Neff won 😂. I own AKREX. But I am watching performance and portfolio turnover like a hawk. If the new guy changes the firm’s investment strategy I am out.

  • @Polotoed
    @Polotoed 11 місяців тому +1

    Great video, as always! One point of constructive criticism though: I've noticed that you tend to include a clip from an interview and afterward repeat what was said in the clip once again.

    • @Allen-L-Canada
      @Allen-L-Canada 11 місяців тому

      He disects the words and gives insights.

    • @Polotoed
      @Polotoed 11 місяців тому

      Sometimes yes, sometimes it's just an exact repetition. E.g. 3:29@@Allen-L-Canada

  • @hijklmngmail
    @hijklmngmail 11 місяців тому +5

    I have allocated at least 50% of my portfolio to Microsoft (MSFT), as I believe it is highly likely that MSFT will continue to outperform the S&P 500 in the future, just as it has done in the past.

  • @fuufii2300
    @fuufii2300 11 місяців тому +1

    doesn't beat VTI when including dividends being reinvested and charges a much higher expense ratio. People are making things much harder than they need to be.

  • @Lettyogle
    @Lettyogle 11 місяців тому

    The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

    • @gracegomez109
      @gracegomez109 11 місяців тому

      The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

    • @Judithmoy109
      @Judithmoy109 11 місяців тому

      very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance to make a from a financial-advisorr, you can be passively involved with the aid of a professional.

    • @Lettyogle
      @Lettyogle 11 місяців тому

      wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

    • @Judithmoy109
      @Judithmoy109 11 місяців тому

      Gretchen Marie Hostetter
      That’s my licensed Financial advisor you can easily look her up, Thank me later!

    • @Lettyogle
      @Lettyogle 11 місяців тому

      Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up a phone call.

  • @macheteishrecords8419
    @macheteishrecords8419 2 місяці тому

    9:20 Upstream? Yeah, but it wasn’t just the banks it was the regulations that the government put in place.

  • @RobWilliams007
    @RobWilliams007 11 місяців тому

    And I bet that they get into their positions via Bull Puts and or Covered Calls in order to get them at a low price with a credit.

  • @djgg8156
    @djgg8156 11 місяців тому +1

    With AMT wouldn't something like Starlink make towers obsolete? (way in the future of course, its gonna take a while)

    • @montiqila7881
      @montiqila7881 11 місяців тому

      Maybe in 20 years, thought the same, still far away. Good point

    • @djgg8156
      @djgg8156 11 місяців тому

      @@dgi012 thank you!

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Stay diversified.
      You are bound to make a wrong bet here and there. Even Buffett’s textile business “evaporated”😊. His bet on IBM, and Airline stocks just to mention a few. If you are diversified your winners will ultimately carry the day. Read about the “coffee can investing strategy”. Where you buy and hold stocks for the long run (30 years). Ronald Read the millionaire janitor owned 96 bluechip stocks for 6 decades. And it worked out.
      Stay Hungry

  • @TheBigShort11
    @TheBigShort11 11 місяців тому

    I have average 15% in the same period per year.

  • @rutex09
    @rutex09 11 місяців тому

    👍

  • @goodyist
    @goodyist 11 місяців тому +1

    I thought that Moodys were supposed to look into these securities and rate them so they are partly to blame for financial crisis of '08

    • @mirageman2
      @mirageman2 11 місяців тому

      A rating agency which ratings are worthless is worthless itself.

    • @dominiquetheeasyminimalist
      @dominiquetheeasyminimalist 11 місяців тому

      They rate based on the data entered by the financial institutions

    • @goodyist
      @goodyist 11 місяців тому

      @@dominiquetheeasyminimalist So it's flawed. in it's core. I guess they are scratching each other back. Just like the stock market.

  • @andyberger3310
    @andyberger3310 11 місяців тому

    american towers stock price is declinig over the past years. Also having a very little dividend - I dont know if this is a good buy :/ I feel better with moody

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Moody & S&P Global good combination.
      Look at AMT stock chart, and the departure of their CEO
      coincidence or causation.

  • @m2lookmtn358
    @m2lookmtn358 11 місяців тому +1

    It's not "close to the chest", it's "close to the vest". It's not "the gig is up", it's "the jig is up".

  • @shawnlane3264
    @shawnlane3264 11 місяців тому

    VTI and chill

  • @janis4847
    @janis4847 11 місяців тому +3

    18 stocks in the fund, should be pretty easy to copy, do it on your own and save on running costs?

  • @pw9522
    @pw9522 11 місяців тому

    Why does Akre like KKR and hold it does anyone know? KKR invests in a lot of stuff and Akre started buying it in 2018 it looks like?

  • @MattDouglas-hj9wh
    @MattDouglas-hj9wh 10 місяців тому

    As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

  • @TheRandomDave
    @TheRandomDave 11 місяців тому

    "Something extraordinary is going on there" i.e. a duopoly

  • @williampope3503
    @williampope3503 10 місяців тому

    Wondering how you're calculating that 18000% gain on Moody's from 2009 - today? Seems like the gain was closer to 1900%

  • @redcapote4760
    @redcapote4760 11 місяців тому +1

    These guys are qualitative, not quantitative. They said it: "We can't screen quantitatively for what it is we're looking for." Now I work for a hospital that qualitatively leaves a certain special qualitative impression, a more human impression, and you can't get its patients to stop boasting about how great it is. And to no surprise, it is the reason it is continuously the #1 hospital in the country, and many consider in the world. This concept is not without a place in the business world. People want to feel good about where they spend money. And thus people want to feel good about where they spend their time and earn their money. It's not difficult to understand.

  • @shubiitrading
    @shubiitrading 11 місяців тому

    💸💸💸😮‍💨

  • @Monopolist91
    @Monopolist91 6 місяців тому

    You should have done a little more research. His top 3 investments are Mastercard, Moody's, and Constellation Software.

  • @tommylonglegs2731
    @tommylonglegs2731 11 місяців тому

    4th comment asking for an update on ulta beauty

  • @zetaconvex1987
    @zetaconvex1987 10 місяців тому

    0:21 The chart doesn't show any numbers, so it's pretty meaningless. Over the last 10 years, the Akre Focus Fund has outperformed the index by less than 1% pa.

  • @craigUllman67
    @craigUllman67 10 місяців тому

    *Great video! i really have a question For someone with less than $10,000 to invest, how would you recommend we enter the crypto market? I am at studying some traders and copying their strategy rather than investing myself and losing money emotionally what's your take on this approach?*

  • @nazario1985
    @nazario1985 11 місяців тому

    This feels like a subtle dig at Mohnish Pabrai 😃

    • @Concatenate
      @Concatenate 11 місяців тому

      Lol, what the heck is Mohnish doing? Looks like he's just confused.

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Mohnish is on cruise control. Love the dude. At some stage we all take our foot off the gas. If I had a 9 figure net worth I would😊. IMO Seth Klarman has taken his foot off the gas pedal too. And there’s nothing wrong with that. The SPIVA report applies to hedge fund managers too. Once you cross the finish line it’s difficult to keep running.
      We who are still in the race should pay very close attention to “guru Investor’s whose next meal depends on their performance”. And those who have amassed enough wealth for the next 5 generations. When I study Thomas Russo’s portfolio and listen to his interview I glean something slightly different. Just my 2cents.
      Stay Hungry

  • @VladPitaru
    @VladPitaru 11 місяців тому

    @JosephCarlsonShow why are the presented M1Finance returrns so misleading? You deposited 429k and now you have 494k, so a gain of 65k, of around 15%. They add the dividends to the total gain, but you used them to purchase additional stock... very misleading. Also the 61% is very misleading. All these numbers make you think... what am amazing perforrmance, while it's actually a 15% gain in AUM.

  • @johnstewart5221
    @johnstewart5221 11 місяців тому

    i think you meant 1,800% return for moodys that they missed out on not 18,000%

  • @jimjackson4256
    @jimjackson4256 10 місяців тому

    The fact that monody’s is still around is a crime.

  • @seanfraser8456
    @seanfraser8456 11 місяців тому

    Warren buffet and charlie munger do the samething. Their portfolio may have more companies, but is concentrated in a particular sector and has not sold some of those companies at all

  • @Alisters_Adventures
    @Alisters_Adventures 11 місяців тому

    All those analyses by the fund managers and didn’t even beat QQQ.

  • @katelynncox
    @katelynncox 11 місяців тому +47

    I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes

    • @PatrickVelazco
      @PatrickVelazco 11 місяців тому

      wow.. amazing to see others who trade with Maria Reyes, i'm currently on my 5th trade with her and my portfolio has grown tremendously.

    • @JeanelleMulligan
      @JeanelleMulligan 11 місяців тому

      this is not the first time i am hearing of Maria Reyes and her exploits in the trading world but i have no idea how to reach her.

    • @RobertJenkins835
      @RobertJenkins835 11 місяців тому

      As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.

    • @PhilipOrlick
      @PhilipOrlick 11 місяців тому

      With the consistent weekly profits I'm getting investing with Maria Reyes, there's no doubt she is the most reliable in the market. such a genius

    • @katelynncox
      @katelynncox 11 місяців тому

      She often interacts on Telegrams, using the user name written below

  • @learneconomics2021
    @learneconomics2021 10 місяців тому

    he also makes big mistakes, like exiting his Apple position in 2014 and missing one of the best stock rides of the decade

  • @smeg3519
    @smeg3519 11 місяців тому

    Man I wish I owed Mastercard at an average of $101 and Visa at an average of $75!!!

    • @Dividendflywheel
      @Dividendflywheel 11 місяців тому

      Use a limit order. Set your limit order at the 52 week low and wait. Mr. Market might just be kind to you.
      Alternatively start buying one share per week, or month. If you hold the stocks for 20 years. Time will prove you made a smart decision.
      Stay Hungry.

  • @paultweedley2026
    @paultweedley2026 10 місяців тому

    I see he's reduced a handful of positions, why l wonder? I thought his philosophy was not to sell on a price target or high valuation, so why's he selling/trimming some positions? To buy something else, has he lost faith in some of his trimmed companies? There it's a grey area.

  • @larkin1525
    @larkin1525 11 місяців тому +1

    Joseph can you call your stocks “double compounders with cheese”🍔

  • @scottyflintstone
    @scottyflintstone 10 місяців тому

    Please explain to me how these guys pay for their day to day living expenses if they never sell? Imagine if you bought Berkshire Hathaway 30 yrs ago but never sold. You would be wealthy on paper but how would you use that to benefit your lifestyle without selling?

    • @Yahniboy
      @Yahniboy 10 місяців тому

      Dividends?

  • @mariasimpson9628
    @mariasimpson9628 11 місяців тому +9

    I've been around the market long enough to know that this ups and downs can still prove to be highly beneficial, time again I've seen people use these windows of opportunities to make millions and set up for retirement. I just don't know how they did it.

    • @filipxavier1041
      @filipxavier1041 11 місяців тому

      The best solution I to hire an investment coach that can construct a flexible portfolio to reflect changing market conditions and retirement objectives with this you can review portfolio regularly and make changes where necessary.

    • @christinajurado9180
      @christinajurado9180 11 місяців тому

      Worst mistake you can make is to let emotions drive your investment decision. A diversified portfolio, with appreciate amount of risk to match your needs, is like a shipment to survive all storms. But no one save you if you jump out.

    • @maxwelltroy2375
      @maxwelltroy2375 11 місяців тому

      I couldn't agree more. Once I assumed I had a hang of the market, accrued over $50k in a quarter and got super elated, not until I stumbled upon a portfolio coach whose been guiding me since early 2020 amidst the lockdown. it's exciting to share . I've netted over $800k after subsequent investment so far.

    • @gilbertbrien2280
      @gilbertbrien2280 11 місяців тому

      Sweet! how did you go about getting a proper investment adviser like that, I've had plans to touch base with one. I'm not just sure how to go about it. I don't mind looking up to this one that guides you?

    • @maxwelltroy2375
      @maxwelltroy2375 11 місяців тому

      @@gilbertbrien2280 I began with an Advisor by name Camille Anne Hector. She’s sec verified and an ISDA member. Her approach is transparent allowing total ownership and control over my portfolio and fees are very reasonable in comparison with my ROI

  • @imdoc7872
    @imdoc7872 10 місяців тому

    I wonder why he doesn’t own Tesla 😂