Join the Patreon here: www.patreon.com/josephcarlson My Investing 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 The patreon comes with a free trial. You take no risk by signing up.
AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
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
I've been in touch with a financial advisor ever since I started my business. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders.
The decision on when to pick an Adviser is a very personal one. I take guidance from *Gertrude Margaret Quinto* to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Good recap my friend - I’m hoping we can see another draw down on Google, sub $130 and I’ll add a couple more shares - The company and earnings were great - It was just priced to perfection
Aha, looks like a double negative when you include the text. Spending -100$ is the same as earning 100$. But i guess thats not how they meant it in the statement.
You've done an absolute top notch job on this Joseph, Very informative! started watching your videos earlier last year as a beginner before giving stocks a trial and I've been able to scale from $220K to $880K, I did get an advisor for supervision and accountability as you recommended.Thank you man!
Honestly this cannot be overemphasized, helping people mitigate unforseen circumstances and mistakes .It's always good to have a financial plan, who do you work with?
I am hesitant to make recommendations like this online so I can't share the contact, but you could look him up online and reach out if you wish, the name is carl jason cohen.
impressive, I'll definitely check it out, I buy the idea of employing the services of a financial consultant because finding that balance between saving and living requires counsel.
CP made a conection between canada usa all the way to mexico, with onshoring going on they will have a lot of growth, mexico is the biggest beneficiary of deglobalization. If you look what they operate since the merger in 2023 between CP and KCS they are huge company to have, search about it and you will see.
Easy to say during the biggest bull run decade in history. We will see how you feel about that when the market goes sideways for 25 years which it has done twice before.
I'm considering a review of my $600K portfolio allocations, particularly in light of the pause in interest rate hikes. I'm diversifying into tech stocks and renewable energy. They seem promising but i'm not so sure
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1M in returns on investments.
*Natalie Marie Gentry* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I said the same thing about Costco 5 years ago and regret not buying it when it was "overpriced" back then. Just buy it if you think it is high quality. The high quality stocks rarely dip that much.
@@GengoSenmon I agree. I am giving it a few months and then will buy regardless. If we get a dip great, if not then that’s ok. 10 years from now $400/share will seem like a bargain.
On one of your recent videos on Google you mentioned they were cost cutting and for this reason you expected some significant growth. Hopefully, next quarter call will reflect that.
Stock was overvalued due to too high expectations ... just that, if margins dont contract you have nothing worry, i expect earnings to slow in 2024 but until you start to see margins go down market will hold up good
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.
When does a companies acquisition considered organic growth? In other words, MSFT has acquired many companies that contribute to its top line revenue but it seems that you are looking at that as organic revenue growth?
I disagree. I don’t think my stocks are priced to perfection. And I think looking to historical PE ratios is one of the lowest forms of valuation you can do. I value companies on their current yield and cash flow growth over the next 5 years, not by their immediate next twelve months of earnings.
@@JosephCarlsonShow If Microsoft's revenues grow 10-12% over the next 5 years, profit margin stays around 37%, they continue to distribute it 30/40% as dividends/buybacks, then in order for you to earn a 10% return you need the shares to trade at 32-36x earnings 5 years down the road. If that is not priced for perfection, I honestly don't know what is. The same thing goes for nearly every other holding. At high mutliples, you are betting on sustained growth, sustained margins and sustained multiples, and if any of those fail, the investment is poised to suffer. A high quality business like Microsoft may be able to continue growing profitably. But the earnings multiple that it trades at is not controlled by Microsoft. The sp500 currently trades near 27x earnings: excluding recessions, it has only traded higher in the build-up of the dot-com bubble, which saw it peak at 34x. In a scenario where the sp500 stagnates for a decade (something common following periods of exuberance) then these 30-40x multiples are not sustainable, however stellar the underlying business is. The fact that you haven't lived through it over the past 15 years, with rates at 0 and a 9t Fed balance sheet, doesn't mean that it has 0 chance of occuring. The fact that Microsoft, Mastercard and the like are stellar predictable businesses is something that everybody knows, that is why the trades are crowded and hence the multiples are high. It is not the first time in history that multiples have been high, and in every single instance they have ended the same way.
Finally, if you look up the Fama-French bivariate portfolios sorted by size and earnings yield, you will see that the "small low PE" bucket outperforms the "large high PE" bucket by a wide margin over long periods of time, specially in so-called "lost decades" (and small low PE includes all the duds that deserve a low PE, so if you filter out unprofitable junk, the outperformance is even more pronounced). The reason for that is that multiples mean-revert over time (and they have been straight up over the past 15 years, so...), so even if you grow in double digits, if your multiple halves, the total return is subpar. Microsoft itself bottomed at 22x FY22 earnings in Oct 2022 on nothing other than Fed talk, so it doesn't take much for multiples to normalize. And prior to 2008, the normalizations had a tendency to be more durable: no V-shaped recoveries in a few months when the Fed didn't hold 9t in their balance sheet.
I think “priced to perfection” may be one of the most overused statements I’ve seen over my past 5 years of doing UA-cam. I heard it the entire time I’ve invested in Costco, which has crushed SPY for the past five years. It’s also simply not true. You can take any of these big tech companies and they’ve grown far faster than analysts best estimates. Look at NVDA, it was “priced for perfection” a year ago and it’s up 200%. I guess it wasn’t priced to perfect so much after all. We’ve seen the same thing happen with big tech. Because investors fail to appreciate the aggregation effect these companies have. On a side note. All this focus on Microsoft when it represents less than 10% of my portfolio and I haven’t bought any since it was below $300 a year ago. I’m way in the green on it and holding now. If they maintain a 3% fcf yield and grow revenue 13% per year I’ll still get 15% returns from it. Not too bad. Other companies in my portfolio, most of them, are lower valuations than Microsoft.
@@JosephCarlsonShow appreciate the response and your content ! Looking forward to seeing how your portfolio handles the next downturn . Any hedging ? Puts or covered calls ? Thanks for what you do
I’m in Tech 30+ years. The AI boom is real, it’s impacting every company tech and non tech. 2024 is going to be another huge year. And I’m a fiscally conservative. But $$ are being spent and a lot will flow into FAANGs etc because of this. Buy the QQQ
Something that probably doesn't relate much with this video, but @joseph, did you see the Apple Vision Pro reviews? When assessing Apple I believe you should factor that they can open new lines of product which can bring their numbers to new heights. But probably that's wishful thinking :)
Joseph probably mentioned it once, but if so I forgot… why did he choose MasterCard over Visa? (Not saying one is better than the other, they are both amazing! But just curious if there is a reason for choosing MA)
Joseph, how do I reach out to you via email for a discussion on Qualtrim? The email ID associated with your UA-cam truncates the delivery of the email.
I remember watching one your fist videos, sub 80k wayyyy back. Loved the M1 platform and dashboard thatvyou demonstrated, only to be highly dissappinted it wasnt offered in canada. But look at you, OVER HALF A MILLY! congrats
Just added a small amount to my google stocks after dip. Be greedy when others are fearful. If a great company is doing fine after earnings but it still goes down in price, that's a good time to buy :D
Very informative, thanks. I bought more googl when it dropped to $138. I know it’s irrelevant to your video. But curios what you think about Brk B at the moment? It’s 48% below its historical PE ratio at the moment. I’ve always been reluctant because of Buffets age though.
@@ariddtime3846 Best to be careful with NFLX. Joseph believes this to be a good stock. I did too. But the dip was very big, & Joseph said it was one of his worst investments earlier. Perhaps I am not as smart but sold when I made a tiny profit at 402. I really don’t to witness a repeat of blockbuster. The market seems competitive.
One of your best stocks is CP but is weird, you want the stock to grow like tech stocks do ... its infrastruture is not the same, costs are very diferent
Odd, he mentions to focus on organic growth. Then for Microsoft sees 16% growth including Activision and Joe accepts the growth as organic. We can't let ownership bias block our principles
Talking about how much a reit is up without including dividends is silly. Most of the return from VICI has been the dividend reinvested. I’ve earned $8,000 from it since 2021. Not my best holding but it’s not exactly a disaster.
Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, a significant part of the S&P 500, raises concern for my $600K portfolio given the index's increased tech concentration.
Joseph, i signed up for your patreon but immediately unsubscribed cause qualtrim doesnt work. Nothing on the page is loading, in case you needed to fix anything. Anyways great videos.
Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Leila Simoes Pinto' 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.
@joseph, Now that your passive income portfolio has grown and the current state of the markets, would you still DCA in the overal portfolio if you had the funds? Or would you rather buy dips/opportunities in stocks that are not in the portfolio?
Yes I add to the account every week. Have been for 5 years. I recommend everyone does the same that is able to. My new deposits do not count towards gains. Only capital appreciation and dividends count toward gains.
@@da1stuna Yes, and that is totally normal. My portfolio just today, towards the last two hours of trading, went down .97% which is -$6,700 in value. It's totally normal for a portfolio of my size to swing $10,000+ on any given day of the week.
Joseph, have you thought about making Qualtrim have a free version with less features, or less years on the graphs and possibly making it like seeking Alpha. I think you could grow it much faster that way. and free version could bring in Ad revenue for you. just a thought. thanks
Join the Patreon here: www.patreon.com/josephcarlson
My Investing 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
The patreon comes with a free trial. You take no risk by signing up.
AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
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
I've been in touch with a financial advisor ever since I started my business. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders.
@@maryHenokNft Mind if I ask you recommend this particular professional you use their service? i have quite a lot of marketing problems
The decision on when to pick an Adviser is a very personal one. I take guidance from *Gertrude Margaret Quinto* to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
How can google have lower ad revenue? They basically replaced all search hits with ads
And i am noticing youtube with 2 ads before each video plays
More ads doesn't necessarily mean more revenue
Good recap my friend - I’m hoping we can see another draw down on Google, sub $130 and I’ll add a couple more shares - The company and earnings were great - It was just priced to perfection
Thanks Joseph, for making this very complicated topic digestible and enjoyable :)
Doesn’t (371) indicate a negative number? I thought parentheses in these statements means that the number is negative.
Yeah that is correct
correct
Yeah, so it's a cash outflow.
Aha, looks like a double negative when you include the text. Spending -100$ is the same as earning 100$. But i guess thats not how they meant it in the statement.
How do they have bad ad revenue when everyone is on their phones?
I knew the ad revenue would be an issue, based on the scammy, low quality, repetitive ads that flood UA-cam.
@@NarrowShouldersOpenMindI hate all kind of ads. Always did. I ignore YT adds as much as I can, same with FB and anywhere else.
They're clearly desperate with the deluge of fraud, fake, ai generated content on this platform.
Joseph, very concise information, your moat is growing, very good delivery!
how do you see EvolutionAB ?
I think we are gonna see a nice little pullback which will open the door for some buying opportunities I feel.
They are not gonna go up for ever. It's not a stairwell to heaven.
You've done an absolute top notch job on this Joseph, Very informative! started watching your videos earlier last year as a beginner before giving stocks a trial and I've been able to scale from $220K to $880K, I did get an advisor for supervision and accountability as you recommended.Thank you man!
Honestly this cannot be overemphasized, helping people mitigate unforseen circumstances and mistakes .It's always good to have a financial plan, who do you work with?
yeah that's a good path, focus on a good strategy, relax back and watch it compound within the years. In good time you'll see returns.
CARL JASON COHEN
I am hesitant to make recommendations like this online so I can't share the contact, but you could look him up online and reach out if you wish, the name is carl jason cohen.
impressive, I'll definitely check it out, I buy the idea of employing the services of a financial consultant because finding that balance between saving and living requires counsel.
So happy I bought 50k of Costco at 590$. Your in-depth analysis was instrumental.
Added a few shares of google this morning 🤷♂️
If you had to sell CP because of lower guidance, would you think of putting that money in CNR instead?
CP made a conection between canada usa all the way to mexico, with onshoring going on they will have a lot of growth, mexico is the biggest beneficiary of deglobalization.
If you look what they operate since the merger in 2023 between CP and KCS they are huge company to have, search about it and you will see.
I dont think CP will not be able to moove higher
Beats earnings expectations, stock price goes down. Seems like an obvious buy the dip to me.
Still adding to visa
"Big Tech is down! Time for IBM to shine!" -IBM Corporate probably
I though the tax deferral would have had a bigger impact, well done google kinda wrong on it.
I'm glad I can just watch this for entertainment. Buying VTI and holding it is the easiest investment path
For you.
Same. Index funds and rental properties
💀
Easy to say during the biggest bull run decade in history. We will see how you feel about that when the market goes sideways for 25 years which it has done twice before.
I'm considering a review of my $600K portfolio allocations, particularly in light of the pause in interest rate hikes. I'm diversifying into tech stocks and renewable energy. They seem promising but i'm not so sure
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1M in returns on investments.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
*Natalie Marie Gentry* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
Hi joseph!
Can I ask why dont you have AXP in your holdings, or even your watchlist? Anything specific against them?
Microsoft needs to fall over $100/sh so I can add 😂
Lol 😂
I said the same thing about Costco 5 years ago and regret not buying it when it was "overpriced" back then. Just buy it if you think it is high quality. The high quality stocks rarely dip that much.
@@GengoSenmon I agree. I am giving it a few months and then will buy regardless. If we get a dip great, if not then that’s ok. 10 years from now $400/share will seem like a bargain.
On one of your recent videos on Google you mentioned they were cost cutting and for this reason you expected some significant growth. Hopefully, next quarter call will reflect that.
Stock was overvalued due to too high expectations ... just that, if margins dont contract you have nothing worry, i expect earnings to slow in 2024 but until you start to see margins go down market will hold up good
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.
Does anyone know how Joseph draws with the red pen? If this is an app what is the name?
Probably SnagIt
where can I download the pdf? Patreon is not free...
It's under his pinned comment at the top.
I just edited and added it to the pinned comment.
Thank you! @@JosephCarlsonShow
I hope google one day pay a dividend. They got too much cash in hand not to pay a dividend
They do buybacks but you are right.
I think apple should add a vpn as part of their iCloud services. Would be a quick cash grab.
When does a companies acquisition considered organic growth? In other words, MSFT has acquired many companies that contribute to its top line revenue but it seems that you are looking at that as organic revenue growth?
Your account is priced to perfection gonna be painful when Apple trades back at a 15 PE. Valuation matters .imho
I disagree. I don’t think my stocks are priced to perfection. And I think looking to historical PE ratios is one of the lowest forms of valuation you can do. I value companies on their current yield and cash flow growth over the next 5 years, not by their immediate next twelve months of earnings.
@@JosephCarlsonShow If Microsoft's revenues grow 10-12% over the next 5 years, profit margin stays around 37%, they continue to distribute it 30/40% as dividends/buybacks, then in order for you to earn a 10% return you need the shares to trade at 32-36x earnings 5 years down the road.
If that is not priced for perfection, I honestly don't know what is. The same thing goes for nearly every other holding.
At high mutliples, you are betting on sustained growth, sustained margins and sustained multiples, and if any of those fail, the investment is poised to suffer.
A high quality business like Microsoft may be able to continue growing profitably. But the earnings multiple that it trades at is not controlled by Microsoft.
The sp500 currently trades near 27x earnings: excluding recessions, it has only traded higher in the build-up of the dot-com bubble, which saw it peak at 34x.
In a scenario where the sp500 stagnates for a decade (something common following periods of exuberance) then these 30-40x multiples are not sustainable, however stellar the underlying business is. The fact that you haven't lived through it over the past 15 years, with rates at 0 and a 9t Fed balance sheet, doesn't mean that it has 0 chance of occuring. The fact that Microsoft, Mastercard and the like are stellar predictable businesses is something that everybody knows, that is why the trades are crowded and hence the multiples are high. It is not the first time in history that multiples have been high, and in every single instance they have ended the same way.
Finally, if you look up the Fama-French bivariate portfolios sorted by size and earnings yield, you will see that the "small low PE" bucket outperforms the "large high PE" bucket by a wide margin over long periods of time, specially in so-called "lost decades" (and small low PE includes all the duds that deserve a low PE, so if you filter out unprofitable junk, the outperformance is even more pronounced). The reason for that is that multiples mean-revert over time (and they have been straight up over the past 15 years, so...), so even if you grow in double digits, if your multiple halves, the total return is subpar.
Microsoft itself bottomed at 22x FY22 earnings in Oct 2022 on nothing other than Fed talk, so it doesn't take much for multiples to normalize. And prior to 2008, the normalizations had a tendency to be more durable: no V-shaped recoveries in a few months when the Fed didn't hold 9t in their balance sheet.
I think “priced to perfection” may be one of the most overused statements I’ve seen over my past 5 years of doing UA-cam.
I heard it the entire time I’ve invested in Costco, which has crushed SPY for the past five years. It’s also simply not true.
You can take any of these big tech companies and they’ve grown far faster than analysts best estimates. Look at NVDA, it was “priced for perfection” a year ago and it’s up 200%. I guess it wasn’t priced to perfect so much after all. We’ve seen the same thing happen with big tech. Because investors fail to appreciate the aggregation effect these companies have.
On a side note. All this focus on Microsoft when it represents less than 10% of my portfolio and I haven’t bought any since it was below $300 a year ago. I’m way in the green on it and holding now. If they maintain a 3% fcf yield and grow revenue 13% per year I’ll still get 15% returns from it. Not too bad.
Other companies in my portfolio, most of them, are lower valuations than Microsoft.
@@JosephCarlsonShow appreciate the response and your content ! Looking forward to seeing how your portfolio handles the next downturn . Any hedging ? Puts or covered calls ? Thanks for what you do
Why is it more clear that Microsoft's cloud moat is larger than ladt year?
I’m in Tech 30+ years. The AI boom is real, it’s impacting every company tech and non tech. 2024 is going to be another huge year. And I’m a fiscally conservative. But $$ are being spent and a lot will flow into FAANGs etc because of this. Buy the QQQ
Something that probably doesn't relate much with this video, but @joseph, did you see the Apple Vision Pro reviews?
When assessing Apple I believe you should factor that they can open new lines of product which can bring their numbers to new heights.
But probably that's wishful thinking :)
Joseph probably mentioned it once, but if so I forgot… why did he choose MasterCard over Visa? (Not saying one is better than the other, they are both amazing! But just curious if there is a reason for choosing MA)
I could be wrong, but he likes that they are growing faster outside of the U.S.
@@druiz012 oh yeah that does vaguely ring a bell… thank you very much!
Visa getting into web3 is good for visa.
Visa is allowing crypto, which is positiv
Joseph, how do I reach out to you via email for a discussion on Qualtrim? The email ID associated with your UA-cam truncates the delivery of the email.
I bought calls on SQQQ yesterday, did I time the top? Doesn’t matter Im taking gains when those ran 75% today.
Why do finance UA-camrs what's say we have a lot to get into? Just freaking get into it.
Buy the dip! 🤑
I remember watching one your fist videos, sub 80k wayyyy back. Loved the M1 platform and dashboard thatvyou demonstrated, only to be highly dissappinted it wasnt offered in canada. But look at you, OVER HALF A MILLY! congrats
What google search will have is already in bing right now...
Mr. Carlson is one of the main people who help me with investing in individual stocks (I'm kind of new to this).
While I believe in Google, I have zero faith in Sundar. I think it’s time for a change at the top. Innovation has stalled.
Just added a small amount to my google stocks after dip. Be greedy when others are fearful. If a great company is doing fine after earnings but it still goes down in price, that's a good time to buy :D
Depends why they are afraid bro…
You see a lion eating a guy, don’t be greedy, run.
Nah, check the guys backpack for valuables. The lion has eaten, you're fine.
same
Too early.
Stocks will eventually dip 10-15%.
@@Senior-de-la-Vega Then buy then as well.. Always averaging in
Good time to buy more in sales get more shares ❤
Qualtrim shows error when I try to subscribe by pushing the red button (maybe because I live outside the US?) doesn’t make sense
Very informative, thanks. I bought more googl when it dropped to $138. I know it’s irrelevant to your video. But curios what you think about Brk B at the moment? It’s 48% below its historical PE ratio at the moment. I’ve always been reluctant because of Buffets age though.
Make a video on how to value the price of a company
Let’s go Joseph! Keep up the good work! Bought me some MOODYS and NFLX
same and vici hahahaha
When did you buy NFLX? Not recently? 😅
@@neoanderson5415 before earnings hahaha
@@ariddtime3846 Best to be careful with NFLX. Joseph believes this to be a good stock. I did too. But the dip was very big, & Joseph said it was one of his worst investments earlier. Perhaps I am not as smart but sold when I made a tiny profit at 402. I really don’t to witness a repeat of blockbuster. The market seems competitive.
What happened to "The Biggest Companies Keep Getting Bigger" ??
Is that a title change or completely different video?
He did talk about Microsoft, Google, Mastercard... some of the biggest companies and he did mention them growing revenue and free cashflow.
This is literally what happened, biggest companies keep getting bigger.
One of your best stocks is CP but is weird, you want the stock to grow like tech stocks do ... its infrastruture is not the same, costs are very diferent
Not first probably
Odd, he mentions to focus on organic growth. Then for Microsoft sees 16% growth including Activision and Joe accepts the growth as organic. We can't let ownership bias block our principles
I mentioned that a portion of the growth was due to the acquisition.
Limit orders active to buy Tranches at 110 to 130 ($10 increments). Wishful thinking perhaps but I’ve been lucky before
WHEN YOU SELLING GOOGLE JOE???
Goog stock has a 2 year return of 0.17%
google needs to show that they can use ai effectively. So far they seem to struggle.
My stocks are doing freaking terrible, why is Vici actually sucking butt?
and Yes I did buy Vici because of JCS lol i'm a new investor.
Don't expect much growth when VICI by law is required by law to distribute 90% of its income as dividend.
Vici aint ASS. Its a stock for long term. When the interest rate goes down the real estate will get back in shape
Talking about how much a reit is up without including dividends is silly. Most of the return from VICI has been the dividend reinvested. I’ve earned $8,000 from it since 2021. Not my best holding but it’s not exactly a disaster.
VICI is doing just fine. I think you are confusing stock price with company performance.
@@Particle_GhostI didn’t remove any comment. Not sure where yours went.
Canadian Pacific will do well when the economy grows and can be cyclical
Hey Joseph asking if you would be able to do a video on ICE stock vs your financials?
What are your thoughts on investing in insurance stocks?
Buy MSCI =D
Always, always interesting to hear your videos. Keep it up!!
Martin from Montreal 🫡
Added some google
hey joseph could I get ur opion on sofi and its current valuation
This market really needs a big healthy technical correction
Nope just navidia in trouble.
*NVDA not in trouble at all* SMH, likely hit $1K/share within a year or two....wait, weep and envy....SMH
honey mute your tv joseph just posted 😅
Hello Joseph, thanks for your videos I watched them every time, that’s why i give you this advice, sell the google stock, thank me later
This didn't age well
Is anyone still buying Microsoft?
👏👏🙏
Joseph. Can I get your thoughts on SOFI? Thank you.
Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, a significant part of the S&P 500, raises concern for my $600K portfolio given the index's increased tech concentration.
Joseph, i signed up for your patreon but immediately unsubscribed cause qualtrim doesnt work. Nothing on the page is loading, in case you needed to fix anything. Anyways great videos.
Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
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
Leila Simoes Pinto' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
😊
First
@joseph,
Now that your passive income portfolio has grown and the current state of the markets, would you still DCA in the overal portfolio if you had the funds? Or would you rather buy dips/opportunities in stocks that are not in the portfolio?
I will give you some of my meta stock if you make a clapback video on strongman finance. I hate that guy sooo much
Every comment on this channel is fake
u add to ur account every week? bc urs just keep going up and up don't believe it...
Yeah as you should be as well
He’s dollar averaging
Yes I add to the account every week. Have been for 5 years. I recommend everyone does the same that is able to.
My new deposits do not count towards gains. Only capital appreciation and dividends count toward gains.
I think I saw his total gains were $150k not too long ago. Check for yourself because I’m not sure.
@@da1stuna Yes, and that is totally normal. My portfolio just today, towards the last two hours of trading, went down .97% which is -$6,700 in value. It's totally normal for a portfolio of my size to swing $10,000+ on any given day of the week.
Me: Value investor speaking on TV
My 5$ alibaba mic: 😐😐😐
Joseph, have you thought about making Qualtrim have a free version with less features, or less years on the graphs and possibly making it like seeking Alpha. I think you could grow it much faster that way. and free version could bring in Ad revenue for you. just a thought. thanks