Check out the patreon here: www.patreon.com/josephcarlson Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 4,500 members Try it out now with a free trial!
The reason why $AMZN is expected to do well this year is that they have committed to cutting capex and returning to more profitability. Let's see what happens on the earnings day.
That's one of the stock i own at the moment, i bought at 132, lets hope for the best this next earnings report, Personally I put down 1.3m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. Invested it in a trader here in CA, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
I've known Kath since my early days as an investor. She's brilliant and patient, and she trades for me. She advised me to diversify my payout to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. Many of my colleagues have also worked with her, she is someone I trust.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
My CFA ’Melissa Terri Swayne’ , 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.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make decent returns
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
This is why I've entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $780k, generating sufficient dividends for my household's needs.
@@mariaguerrero08 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?
"Gertrude Margaret Quinto" is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
@@farmerbrett8660 his review of super investor portfolios is a gold mine. With regards to TSLA I am waiting for Elon Musk to start spinning off different units to unlock value.
As an Amazon employee, I could say Amazon is extremely efficient, til the point, I have to say bitterly that Amazon obsesses with its customers and investors but not with employees. Customers and investors first, employees last.
"It's easy to underestimate how much a company can cut down on bloat and expense in a quarter or two. They can really just cut down on expenses quickly." This is so true and has completely surprised me on multiple occasions recently.
Considering this is your passive income portfolio, maybe you could show your active dividend income and what you’re doing with it? Are you just holding it as cash right now?
NVO is a very nice stock, fren. Look at it zoomed way out. It has had a steady ~20% CAGR and an attractive ~23% low standard deviation for 4 decades! Only thing to note is it does have a ~28% dividend withholding tax to Denmark.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Yvette Ruta Musto' 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.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
It's a conservative portfolio. Betting on proven businesses with long track record. ARK is about betting on the NEXT wave of innovation, not yet proven, hence way more risky.
Great video. I would very much enjoy if you could have a look into and make a similar video episode of Chris Mayer's portfolio, I own two of his swedish holdings evolution and lifco, (Iam from Sweden and we have some seriously good compounders here as well) 😊
Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.3Bitcoin to a decent 27Bitcoin....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
Personally similar thoughts on Nvidia. Would have loved to buy a couple of years ago when it started to become well known but I have no idea whether they will still be the leader in 5-10 years. Unfortunately had to pass on the opportunity
I also want to request a public video from you on Adobe, Joseph. 3 comments I have on Polen: 1) I like their style of analysis and choice of investments 2) I dislike the fact they underperformed over the past 5 years which as been conducive to growth portfolios; it means they mismanaged something 3) they have already been proven wrong about NVDA thinking it was priced for perfection at $1.2T considering it went up another $1t after they wrote that.
DCA into a diversified portfolio of stocks. In 20 years you will be PROVEN right. Just look at AMZN in 2004 (20 years ago), any price you paid 20 years ago would still be a great price. 😊😊 Best wishes
Danaher performance has handily beat BerkshireHathaway going back 30 years. The Rales brothers (Steven and Mitchell) are the quiet geniuses behind the company. Danaher is a conglomerate that rolls up highly profitable and specialized businesses. They just bought significant portions of GE Medical. TMO has a CAGR = 13.17% (1993 to 2023) BerkshireHathaway has a CAGR 13.16% DHR has a CAGR of 19.20% (from 1993 to 2023)
I think they should update that note about NVIDIA with that lack of "unknown revenue", they just mentioned a software program looking at for generative AI that almost looks like an Apple approach with an ecosystem income. The company is now valued around 2.2 trillion.
That's awesome your dividend focused portfolio is highly matched with this super investor team. Great dividends, AMZN, MSFT, GOOGL, ADBE, NFLX, MA, V, the list goes on. Dividends are NOT irrelevant! 👍
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
Everything is right Joseph, except for the end with Nvidia… i believe this is just the beginning of the growth for all this AI stocks, just the beginning… I feel in one year you will regret not investing. I recommend you do a full research on it and share as a video. Thx!
Big fan of their portfolio too, thanks for introducing me to them. Interestingly enough I bought Adobe today before seeing this at $497. Think the drop is an overreaction.
Hello Joseph Why dont you cover AXP? The company is a financial monopoly and shares moat characteristics with Mastercard and Visa. You dont even have it in your stock watchlist
@@goodmushroom and TXRH's are also lower than both AXP and MA/V. The point is that it is a very monopolistic company with a century and a half of existence and solid fundamentals that has outperformed the market year to date.
@@goodmushroom It is a different business than V and MA but they operate as a bank and processing payment company. AMEX's is markted towards people who have higher net worth and that translates to more $$ and a loyal userbase.
AXP is a good stock. But it’s not a great compounder. Hence most hedgefunds with a reputation of buying “great compounders” dont own AXP. Watch the 2 videos he did about super investors. Plot a graph with AXP, V and MA the difference in growth rates become evident. Best wishes.
Everyone uses Salesforce. I'm surprised it's not part of your portfolio. I work in Tech and almost every major company in the world uses some Salesforce products.
Thank you once again for another great Vid ,its much appreciated by all. Any chance you could share your views on what you would buy into now or what your thinking of investing into next ,your gains have been very impressive, lets hope they continue ...
Nvidia's data center platform represents 84% of total revenue in Q4. This is concerning as its top line is overly concentrated in a single product or service. It needs to minimize risk by diversifying its revenue stream through growing organically or acquiring companies. I'm afraid expectations are so high, the stock will be hammered unless the earnings report produces numbers that will blow out of the water.
the apple case is starting to get to me now...I'm still holding but yeah, getting worried about their services etc.... I'm kinda in the boat that they won't grow as much as others (but will still grow). I think I'll still hold until MSFT or Amazon sell off a bit and then I'll sell some AAPL and put into them instead
I wouldn’t sweat it - there’s always Apple hate but they always chug along; I see it as a buying opportunity and have sold NVDA and pivoted into Apple more since it’s underperforming now
I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?
from my study, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 is no exemption, but it is better to be guided, ideally by a well experienced and licensed advisor
Certain Mag 7 companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
Heather Ann Christensen is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
As an Amazon employee, I’m hoping the stock continues to rise so my RSUs are worth more. With the new fees and reduced costs from regionalization I’m liking my odds 😎
Stocks in the short term look more likely to move downward. I Just inherited $500k which I Look forward to invest. what stocks should I look into as a newbie to safely grow my money?
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.Read more
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Vivian Carol Gioia for the last five years or so, and her returns have been pretty much amazing.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
You just proved that most of the time we spend on researching is not actually to learn something but to affirm your way of doing things. They think the way I think....huh🙂
Nvidia #1. Though video content offers informational value from an inversion perspective, the argument clearly has some shortcomings. It seems very clear when they state "unclear how sustainable the current demand" or "nascent market of unknown growth", it means that they simply don't know. Hence, rather than drawing to conclusion Nvidia is a bad investment, the wise should be able to reason that it is simply outside their circle of competence. Should they swing at the pitch, probably not if they can't see it clearly. However, if you can see it with the proper thesis, then knock it out of the park in Grand Slam fashion. One Grand Slam may not necessarily seal you the game in its entirety, but it can certainly put you up higher on the scoreboard.
Check out the patreon here: www.patreon.com/josephcarlson
Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0
Patreon includes:
Over 100 exclusive videos, and new ones every week.
Full access to Qualtrim.com, the stock analysis website I built from the ground up
Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
Access to the Joseph Carlson Show private discord community, with 4,500 members
Try it out now with a free trial!
The reason why $AMZN is expected to do well this year is that they have committed to cutting capex and returning to more profitability. Let's see what happens on the earnings day.
That's one of the stock i own at the moment, i bought at 132, lets hope for the best this next earnings report, Personally I put down 1.3m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. Invested it in a trader here in CA, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
Good picks, Smart strategy for beginners, Please can you share this Expert with me.
She is Katherine Elizabeth Humphreys look her up online
Katherine Elizabeth Humphreys is her name look her up online
I've known Kath since my early days as an investor. She's brilliant and patient, and she trades for me. She advised me to diversify my payout to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. Many of my colleagues have also worked with her, she is someone I trust.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
My CFA ’Melissa Terri Swayne’ , 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.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make decent returns
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
This is why I've entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $780k, generating sufficient dividends for my household's needs.
@@mariaguerrero08 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?
"Gertrude Margaret Quinto" is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Her website appeared right away, You've saved me several hours of research, I appreciate it.
You are the best stock channel out right now! I love the sober focus on fundamentals.
I am not an analyst, but I can confidently state that I will be continually watching your videos 20 years from now.
Best Stock YTuber out there. Been following for 4 years. My portfolio is super similar to Joseph EXCEPT for falling for the TSLA hype. Thanks Kevin 😂
@@farmerbrett8660 his review of super investor portfolios is a gold mine. With regards to TSLA I am waiting for Elon Musk to start spinning off different units to unlock value.
As an Amazon employee, I could say Amazon is extremely efficient, til the point, I have to say bitterly that Amazon obsesses with its customers and investors but not with employees. Customers and investors first, employees last.
Are you looking at Adobe after their fall after mostly positive earnings?
YES -- looking forward to the next adobe video!! @JosephCarlsonAfterHours please do an evaluation at this high 400s level
I think he mostly takes companies that pay dividends for the passive income portfolio.
Adobe tanked 14% after earnings. That would make for a good analysis/video
for some reason none of the youtubers are talking about it.
Same as Snow
Joseph getting that confirmation bias in this one.
more than usual
Hey Joseph, please provide a link to Polen's portfolio update in the description. After all, that is the entire content of this video.
Agreed.
Your Superinvestors videos are my faves. Thank you Joseph!!!!
Thank you for introducing us to Polen Capital Management
Polen Capital is a good firm. It is good to study their 13F filings.
The next Brk
You are one of the smartest guys out there. Down to earth. Keep it up!
"It's easy to underestimate how much a company can cut down on bloat and expense in a quarter or two. They can really just cut down on expenses quickly." This is so true and has completely surprised me on multiple occasions recently.
hi joseph curious about ur thoughts regarding adobe now after the sell of!
That was 8 percent of my portfolio, bad day hopefully everything get better in the next 2 quarters
I think he just looks at Josephs videos lol. So much overlap
Considering this is your passive income portfolio, maybe you could show your active dividend income and what you’re doing with it? Are you just holding it as cash right now?
He is buying moody's
NVO is a very nice stock, fren. Look at it zoomed way out. It has had a steady ~20% CAGR and an attractive ~23% low standard deviation for 4 decades! Only thing to note is it does have a ~28% dividend withholding tax to Denmark.
Joseph Carlson; you knocked this out of the park. I will be listening to Dan Davidowitz (Polen Capital) interview on the JRo Podcast. Thank You.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Yvette Ruta Musto' 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.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Excellent video Joseph. It's crazy how prescient that company is.
I noticed they didn't hold apple
That is a innovative portfolio. ARK INVEST SHOULD TAKE NOTES
😂😂 Kathy Woods believes in her portfolio. We will see what her 10 year return is.
Yeah investing in roblox 😅😂
It's a conservative portfolio. Betting on proven businesses with long track record. ARK is about betting on the NEXT wave of innovation, not yet proven, hence way more risky.
Hello, in what stocks are you investing nowadays, at current prices?
dude... hes clearly your subscreiber
1000% it looks like my portfolio and I made it based on the info Joseph and taught me.
Great video. I would very much enjoy if
you could have a look into and make a similar video episode of Chris Mayer's portfolio, I own two of his swedish holdings evolution and lifco, (Iam from Sweden and we have some seriously good compounders here as well) 😊
I'd really enjoy that too, I hold lifco and teqnion
Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.3Bitcoin to a decent 27Bitcoin....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.
I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.
Linda Wilburn strategy has normalized winning trades for me and it’s a huge milestone for me looking back to how it all started.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
Linda Wilburn program is widely available online..
Personally similar thoughts on Nvidia. Would have loved to buy a couple of years ago when it started to become well known but I have no idea whether they will still be the leader in 5-10 years. Unfortunately had to pass on the opportunity
I also want to request a public video from you on Adobe, Joseph. 3 comments I have on Polen: 1) I like their style of analysis and choice of investments 2) I dislike the fact they underperformed over the past 5 years which as been conducive to growth portfolios; it means they mismanaged something 3) they have already been proven wrong about NVDA thinking it was priced for perfection at $1.2T considering it went up another $1t after they wrote that.
What website did you use to view their holdings?
In this vid you said you didn't know much about the last few on this portfolio...a vid w your insight on NVO would be great
should I copy them? someone with knowledge pls answer I'm a beginner
Long term is the key. Buy the best of the best and do not touch for at least 5 years!
How can you not see the reasons behind government decisions about airbnb?
You have done well. Keep on Keeping on
Polen has a great strategy that overlaps with mine quite a bit. They do seem to bend their own rules quite a bit in their selections though.
I find the only reason I don’t invest in Amazon is that I regret not buying more in the $80 range
DCA into a diversified portfolio of stocks. In 20 years you will be PROVEN right. Just look at AMZN in 2004 (20 years ago), any price you paid 20 years ago would still be a great price. 😊😊
Best wishes
Opinion on ThermoFisher and Danaher?
a few videos back likely alot back he talked about them being average to like above average he wasn't impressed
Danaher performance has handily beat BerkshireHathaway going back 30 years. The Rales brothers (Steven and Mitchell) are the quiet geniuses behind the company. Danaher is a conglomerate that rolls up highly profitable and specialized businesses. They just bought significant portions of GE Medical.
TMO has a CAGR = 13.17% (1993 to 2023)
BerkshireHathaway has a CAGR 13.16%
DHR has a CAGR of 19.20% (from 1993 to 2023)
I think they should update that note about NVIDIA with that lack of "unknown revenue", they just mentioned a software program looking at for generative AI that almost looks like an Apple approach with an ecosystem income. The company is now valued around 2.2 trillion.
Great episode! Thank you!
This was fantastic. Can't wait to see more from this group.
Joseph; William Von Mueffling’s portfolio at Cantillion Capital might be of interest to you. There are significant similarities to Polen Capital
Great video. Just started investing last week, focusing on few stocks to start. Today was tough, lost 200 dollars but have to stick with it!
Watching your videos helps me learn about investment ideas
I liked Adobe before the Figma deal fell through. If I had some I’d hold it, but I wouldn’t buy it right now.
I recently sold out of Adobe - Great business but I feel their industry/product could get disrupted
That's awesome your dividend focused portfolio is highly matched with this super investor team. Great dividends, AMZN, MSFT, GOOGL, ADBE, NFLX, MA, V, the list goes on. Dividends are NOT irrelevant! 👍
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
Everything is right Joseph, except for the end with Nvidia… i believe this is just the beginning of the growth for all this AI stocks, just the beginning… I feel in one year you will regret not investing. I recommend you do a full research on it and share as a video. Thx!
I’m not sure about “AI” stocks but semiconductors are my no brain growth allocation
Any thoughts on GME?
14.5% vs 10.76% I consider crushing the S&P 500. That is a great outperformance IMO.
Big fan of their portfolio too, thanks for introducing me to them. Interestingly enough I bought Adobe today before seeing this at $497. Think the drop is an overreaction.
I love this guy
There are to many people out there just running there mouth
Thank you
Just listened to the Polen interview on JRo show. Very good
Joseph Carlson is the ultimate super investor.
They just incresed Pime subscription price and added a new tier of Prime Video with ads in México
Hello Joseph
Why dont you cover AXP? The company is a financial monopoly and shares moat characteristics with Mastercard and Visa.
You dont even have it in your stock watchlist
Margin is much lower than Visa and Mastercard. The business model is also different
@@goodmushroom and TXRH's are also lower than both AXP and MA/V. The point is that it is a very monopolistic company with a century and a half of existence and solid fundamentals that has outperformed the market year to date.
@@goodmushroom It is a different business than V and MA but they operate as a bank and processing payment company. AMEX's is markted towards people who have higher net worth and that translates to more $$ and a loyal userbase.
AXP is a good stock. But it’s not a great compounder. Hence most hedgefunds with a reputation of buying “great compounders” dont own AXP.
Watch the 2 videos he did about super investors. Plot a graph with AXP, V and MA the difference in growth rates become evident. Best wishes.
fundsmith just uploaded their annual meeting to youtube. a video on your thoughts on it would be cool.
Everyone uses Salesforce. I'm surprised it's not part of your portfolio. I work in Tech and almost every major company in the world uses some Salesforce products.
I just want a video about how adobe is down 15% this year while the S&P is up almost 8%. Adobe is still very expensive relative to its earnings.
What do you think about $ELF
In a future episode it will be revealed that Joseph is the Chairperson of Polen.
Looks like I might buy some Polrx in the future.
Right? 😅
Thank you once again for another great Vid ,its much appreciated by all. Any chance you could share your views on what you would buy into now or what your thinking of investing into next ,your gains have been very impressive, lets hope they continue ...
Nvidia's data center platform represents 84% of total revenue in Q4. This is concerning as its top line is overly concentrated in a single product or service. It needs to minimize risk by diversifying its revenue stream through growing organically or acquiring companies. I'm afraid expectations are so high, the stock will be hammered unless the earnings report produces numbers that will blow out of the water.
I really appreciate the time and effort that’s taken to post these videos. It’s very helpful.
Very interesting 👍
the apple case is starting to get to me now...I'm still holding but yeah, getting worried about their services etc....
I'm kinda in the boat that they won't grow as much as others (but will still grow).
I think I'll still hold until MSFT or Amazon sell off a bit and then I'll sell some AAPL and put into them instead
nice the second they stop rapidly growing you're concerned lmao
I wouldn’t sweat it - there’s always Apple hate but they always chug along; I see it as a buying opportunity and have sold NVDA and pivoted into Apple more since it’s underperforming now
Great video!
Your channel feels like looking up cheat codes for video games back in 2000 whatever.
Can you please do an episode on how you comb your hair. I dont understand.
I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?
from my study, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 is no exemption, but it is better to be guided, ideally by a well experienced and licensed advisor
Just buy Gold and protect your assets, the stock market is a rollercoaster.
Certain Mag 7 companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
this is all new to me, where do I find a fiduciary, can you recommend any?
Heather Ann Christensen is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
Love your content but you are underestimating Jenson Huang!!!!
why you don’t talk about starbucks their a great long term compounder
They are trying to pump the stock because they are looking for a exit
More content please Joseph 👍
Novo Nordisk is a beast of a company
I may have misheard but what makes Amazon a passive income company when the last I knew, they don't pay dividends?
Thank you for the breakdown. Also, you sound like a superfan boy lol and I'm here for it.
Keep up the great work
It’s a mind game to try and buy AMZN after it’s gone up 88%
These team is copying your holds !!! Hehehe
80% of my Roth IRA is Amazon
Holy smoke 😮
Fun fact: did you know George soros is major stock holder of Airbnb?
As an Amazon employee, I’m hoping the stock continues to rise so my RSUs are worth more.
With the new fees and reduced costs from regionalization I’m liking my odds 😎
Confirmation Bias
There, fixed the title.
Latest report NFLX -45% SOLD
MR Carlson Always shows up
Stocks in the short term look more likely to move downward. I Just inherited $500k which I Look forward to invest. what stocks should I look into as a newbie to safely grow my money?
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.Read more
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Vivian Carol Gioia for the last five years or so, and her returns have been pretty much amazing.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
Sounds good, but I’ll stick with JCM. 😂
NOW is super sticky!
Joseph's content can't be argued with. Superior.
“I love Adobe, but I sold it”😮
You just proved that most of the time we spend on researching is not actually to learn something but to affirm your way of doing things. They think the way I think....huh🙂
He’s using them as a mean to screen for compounders in the future…especially given the success
If only there was a name for that
Confirmation bias?
Nvidia #1. Though video content offers informational value from an inversion perspective, the argument clearly has some shortcomings. It seems very clear when they state "unclear how sustainable the current demand" or "nascent market of unknown growth", it means that they simply don't know. Hence, rather than drawing to conclusion Nvidia is a bad investment, the wise should be able to reason that it is simply outside their circle of competence.
Should they swing at the pitch, probably not if they can't see it clearly. However, if you can see it with the proper thesis, then knock it out of the park in Grand Slam fashion. One Grand Slam may not necessarily seal you the game in its entirety, but it can certainly put you up higher on the scoreboard.
M1 charging monthly to maintain accounts with assets under 10k
$3 aka skip your Starbucks coffee
Just use Fidelity lmfao
@@EarlOSandwich Agreed
But they gave everyone 2 trading windows and other benefits
Nice confirmation bias looking at this super investor
Plot twist, they’re watching your videos and copying you
I cancelled my Netflix immediately after the change. I mostly watch UA-cam anyway.
Amazon will do good.