If you want to converse about stocks, or get access to Qualtrim. 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!
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
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 Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
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
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
I like this new concept, talking about different stock thats not on your portfolio for once. I love all of them but a breath of fresh air once a while is nice and very informative
I have a three 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.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
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.
I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Apt!! I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.
Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?
She goes by Camille Anne Hector I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Is TSM and SP500 a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $240k portfolio and try to keep everything around 20%. Need a little help please
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
She's known as a 'Heather Lee Larioni'. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with and set up an appointment.
My aunt passed away, and I inherited part of her portfolio and cash savings. I'm 28 years old, and everyone always tells me to invest. So, what stocks are excellent long-term investments? My sole big plan is to use my gains to buy a house in five years.
Same, I just use UA-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own. I have consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains in close to decade of having one
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
I've lost more than 17k in this sliding stock. I'm becoming confused why I don't sustain profits. The volatility of the market can be frustrating. I'm wondering how to ride this new wave of all time highs without burning myself again.
you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has just 5X in barely 5 years, summing up nearly $1m after subsequent investments to date.
I enjoy in this kind format of your videos. I really appreciate when you comment also other stocks besides your portfolio and overcap actual market news. Wish there would be more videos like this. 👏.
The problem with VICI (and all reits) is the concern that they may have to rollover some debt at higher interest rates. Do you know if they locked in lower rate, longer term debt?
Mostly about Apple and Microsoft. I feel good about Google and Amazon. I do not own Nvidia, tesla, or meta. I haven't bought any big tech for about a year now.
Hi Joseph, will you add an ideal payment method for patreon? Would be nice to remove the battiere to entry :) Im a Dutch guy! Love the videos. Greetings from the other side of the pond haha
Joseph you have helped me tremendously throughout the 4-5 years or so since I started watching your content. You are good at stock picking and I hope you keep this up! Appreciate you!
Why? The R2K is a terrible index. 1/3 of its holdings are unprofitable, especially due to the large proportion of biotech stocks which are like lottery-tickets. A much better index for small caps is the S&P 600, which imposes profitability constraints. The 'good' holdings in the Russell 2K have been systematically stripped out over the past decade, in part due to private equity / large caps buying out the good ones.
@18:08 CEG has been guiding up like crazy and their management was extremely bullish on their earnings calls. They have the largest fleet of Nuclear reactors of all utility companies. They have Federal tax credit that gives more in revenue when the CPI is at a higher rate. They also have reintroduced another billion dollar buyback program along with raising their dividend yield. They’ve been crushing inside in of my port.
Hi Jospeh, I really like your channel and please keep churning out more useful investing videos! It might be an oversight, your M1 Fiance Story Fund still shows AAPL, but I believe you have already informed everyone via this channel you sold AAPL (still has it in passive income portfolio).
I have a lot of Costco stock.... 200 shares. But I am confounded with the current valuation. 51 trailing and 48 forward??? Can these P.E. ratios last? Not going to lie I've been tempted to sell since $677. If it hits $800 before next earnings I just might do it.
I love COST but the stock price increase is driven mainly by the PE increase at the moment, not the fundamentals. I agree it's a great strong reliable company for the very long term, but if we "normalize" PE to some Pepsi levels we have a lot of downside right now.
Joseph, you have constellation energy all wrong. It is the furthest thing from a boom and bust company. It is primarily getting traction because of its nuclear powered holdings which make it a darling of the green energy groups. It is primarily an electric power and natural gas provider
I’ve noticed a lot of advertising from Tesla recently and I thought one thing they bragged about is how they don’t have to advertise to sell their vehicles? 🤔🤔🤔
i watched a very interesting video about the big gold mining companies are not doing due to very large investment expenses like buying other mines to just increase their gold flow. does not seem to be a healthy industry right now despite gold prices. i think gold is inflated too but thats another story.
As a word of caution, don’t go too thick on your workbench. I went with a 3” thick piece of hickory. Finding a “clap on/screw clamp”vise to fit my bench was a nightmare.
Im finding it really hard to buy anything with everything at ATH. What do we do…..Im being fearful when others are greedy, but also waiting for a pull back is timing the market so yeah… Im stuck
One cool note i remember having seen is that the 1929 crash was a bubble since 1920 which metrucs ibdicated and people noticed, and those who were in the bubble did better than those who exited. Time in the market is better than timing the market because you cannot time it perfectly. Each person has its own risk apetite, so in the end you decide how much risk you want to take. I own amzn and nvda 50% each and si far so good
True, but it's also very cyclical. Costco's earnings are consistent and predictable. But NVDA's earnings could rapidly fall if the mega-cap tech companies like Microsoft or Meta stop investing so aggressively in AI-related capex. Then suddenly the 25x forward P/E (or whatever it is currently) will rapidly inflate. With cyclicals you have to be careful, and often times the best time to buy is when the P/E looks terrible and the time to sell is when the P/E looks great.
12:29 People: “Everything is going up! We can’t afford anything these days! We can barely afford to eat.” Also people: *regularly pack out Texas Roadhouse*
You're not outperforming the S&P 500 that much but neither are you underperforming. This is already a great achievement and you can be pretty proud of that already!
With Paramount and Warner Bro's, I believe another company will step in and acquire them. In a few years, my guess is only a few streamers will survive (Netflix, Disney, Prime Video and maybe a few others). Not willing to bet on an acquisition and buy any shares in PARA or WBD
I started investing in around 2018 and Costco was one of my first purchases. I had to sell my stocks during Covid and thought Costco was too expensive when I began again😭
People are going to say Nvidia is overvalued... It's not. Trailing PE 69, but the forward PE is 35. Lots of growth ahead. SMH is a good semiconductor EFT.
Joseph Im really happy with the markets performance and it may even go higher following any rate cuts, however I would urge you to think about adjusting for risk. It would be a terrible shame if the market had a 30% pull back and you had no dry powder to take advantage of cheaper prices. All the best Andy
I am heavenly exposed to Nvidia and ASML. NVIDIA like 40% right now and ASML 20%. NVDIA just grew that big, also i bought the recent dip in ASML in October big and i am up 60%. Joseph I told you so, ASML fits perfectly your investment style for the right price. What i regret is to have missed the dip in end of 2022 in big tech, as well as Adobe for like 300$. Adobe is actually also of the highest quality, just not sure if 30 pe fwd is cheap enough.
17:47 - "This is a stock (NVDA) that continues to defy most people's expectations" - Where are you getting "most people's expectations" from? It seems most people are actually bullish on NVDA from what I've been hearing. The guy in the video is not "most people" and he has been very wrong about NVDA so far. Joseph - It's obvious you're not bullish on NVDA (as you don't show any investments in NVDA). Don't you think it would be a good idea to start being more bullish on NVDA based on your analysis from Qualtrim and the fact that we are early in the AI boom/wave?
You can be bullish on a company and not invest in it. It may be too unpredictable for your investment style. Maybe you're waiting to see if the growth sustains. Plenty of reasons to not buy a stock but still thing it's good.
I also own VICI -- as a result of your analysis. I feel very satisfiedc with VICI. I don't look at it as primarily a capital gain holding. I see it more like a bond that also appreciates -- when interest rates are constant or down. They keep growing the business and are doing fine.
I often wonder how successful investors are able to make millions of $$ from trading stocks. Im completely new on this area of investing. Long story short I have a couple thousands saved up which i want to invest for long term and I know this sounds a bit dull but, I would like to know what advice you could give to start my investing journey
If you want to converse about stocks, or get access to Qualtrim. 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!
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
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 Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
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
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
@@ThomasChai05Mind if I ask you to point at how to reach this particular person assisting you? Seems you've figured it all out unlike the rest of us.
'Gertrude Margaret Quinto' maintains an online presence. Just make a simple search for her name online.
Her website appeared right away, You've saved me several hours of research, I appreciate it.
I like this new concept, talking about different stock thats not on your portfolio for once. I love all of them but a breath of fresh air once a while is nice and very informative
I have a three 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.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
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.
I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
Hit 80k$ today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 5k.
I'm pretty sure you made this from trading forex
Oh yes... Forex trading is the best investment
This will be the best time to invest in forex based on current status
HEY MAX... I have been thinking of moving into forex Can you please help me trade?
How good is your account officer and how can I reach him out?
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024
Please how do I find and contact this financial counselor ?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Apt!! I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.
Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?
She goes by Camille Anne Hector I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thank you! I entered her full name into my browser, and her website came out on top. I sent her a mail and I hope she gets back to me soon.
Is TSM and SP500 a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $240k portfolio and try to keep everything around 20%. Need a little help please
Yes! but still make your own research. Or hire/ work with a good market strategist for entry and exits if you want to short term. Youre safer that way
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
@josephbush Do you mind sharing info on the adviser who assisted you?
She's known as a 'Heather Lee Larioni'. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with and set up an appointment.
Thanks a lot. Quite helpful
My aunt passed away, and I inherited part of her portfolio and cash savings. I'm 28 years old, and everyone always tells me to invest. So, what stocks are excellent long-term investments? My sole big plan is to use my gains to buy a house in five years.
Lucky you, I’d buy a lot of tech stocks and Dividend portfolios with that.
Same, I just use UA-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own. I have consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains in close to decade of having one
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
Heather Ann Christensen is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
I really wish I had bought Chipotle years ago. It's a place I visit almost weekly for lunch.
Buy it now then!
DCA in. You can buy $100 at a time
That was an enjoyable video, I hope you can make another one later in the year
I've lost more than 17k in this sliding stock. I'm becoming confused why I don't sustain profits. The volatility of the market can be frustrating. I'm wondering how to ride this new wave of all time highs without burning myself again.
you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has just 5X in barely 5 years, summing up nearly $1m after subsequent investments to date.
How do I Find this Lady?
NICOLE DESIREE SIMON is the licensed advisor I use. Just research the name. You’d find necessary details to work with 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
What is your thought on CAVA stock?
I enjoy in this kind format of your videos. I really appreciate when you comment also other stocks besides your portfolio and overcap actual market news. Wish there would be more videos like this. 👏.
The problem with VICI (and all reits) is the concern that they may have to rollover some debt at higher interest rates. Do you know if they locked in lower rate, longer term debt?
Yeah I believe they locked in Covid rates till 2025 I believe
TSM is doing great to right now.
Are you concened at some of the Mag 7 prices in your portfolio might have been getting carried away?
Mostly about Apple and Microsoft. I feel good about Google and Amazon. I do not own Nvidia, tesla, or meta. I haven't bought any big tech for about a year now.
@@JosephCarlsonAfterHours When you say apple, you think apple is getting overpriced or underpriced?
Hi Joseph, will you add an ideal payment method for patreon? Would be nice to remove the battiere to entry :)
Im a Dutch guy! Love the videos. Greetings from the other side of the pond haha
Can you please talk about bonds/treasuries and which fund you’re invested in? Thanks.
Nice content here, thanks.
Joseph you have helped me tremendously throughout the 4-5 years or so since I started watching your content. You are good at stock picking and I hope you keep this up! Appreciate you!
Wish you looked at the Russell 2000 instead of the S&P 500 when looking at winners/losers.
He only focuses on Large mega stocks... he avoids middle to small cap companies...
@@feleciawallace8420 problem is the smaller cap runs the economy
Why? The R2K is a terrible index. 1/3 of its holdings are unprofitable, especially due to the large proportion of biotech stocks which are like lottery-tickets. A much better index for small caps is the S&P 600, which imposes profitability constraints. The 'good' holdings in the Russell 2K have been systematically stripped out over the past decade, in part due to private equity / large caps buying out the good ones.
@@Integr8byDartsyes
Avuv and syld are better approach to sc
@18:08 CEG has been guiding up like crazy and their management was extremely bullish on their earnings calls. They have the largest fleet of Nuclear reactors of all utility companies. They have Federal tax credit that gives more in revenue when the CPI is at a higher rate. They also have reintroduced another billion dollar buyback program along with raising their dividend yield.
They’ve been crushing inside in of my port.
Glad you gave AMAT a shout out. It’s one of my biggest positions, hope to see it in more of your videos
still like AGNC?
What do you think about ADBE and UNH? Are they still having moat?
He talked about Adobe in a previous video he owned it before and loved it
What do you make of Spotify stock outperforming Netflix YTD, 1 year, and 5 years? I know you're not keen on Spotify.
Hi Jospeh, I really like your channel and please keep churning out more useful investing videos! It might be an oversight, your M1 Fiance Story Fund still shows AAPL, but I believe you have already informed everyone via this channel you sold AAPL (still has it in passive income portfolio).
I have a lot of Costco stock.... 200 shares. But I am confounded with the current valuation. 51 trailing and 48 forward??? Can these P.E. ratios last? Not going to lie I've been tempted to sell since $677. If it hits $800 before next earnings I just might do it.
People have been saying that for 20 years now.....but it keeps going up.
Tell me about it! When are you supposed to buy it? It seems like it always goes up
Yes. But Costco stock has never been at 50+ P.E. but cashflows have accelerated, so it does make sense.
If you sell, sell just enough to get your cost basis back. Then you can treat the rest as house money.
I love COST but the stock price increase is driven mainly by the PE increase at the moment, not the fundamentals. I agree it's a great strong reliable company for the very long term, but if we "normalize" PE to some Pepsi levels we have a lot of downside right now.
Me too, i like Costco cost is always with customers in WA Australia
Another quality upload without usual American hype. More please
Up 8% year to date and interest rates haven't started coming down yet, could be a big year
Joseph, you have constellation energy all wrong. It is the furthest thing from a boom and bust company. It is primarily getting traction because of its nuclear powered holdings which make it a darling of the green energy groups. It is primarily an electric power and natural gas provider
Once everyone is in a state of elation...that is when u begin to pull back. Not there yet.
Thanks you!👋
DELL, ELF, WSM, DECK
Is Vici sensitive to commercial property losses?
No SMCI ??
It’s all going up, except for those TSLA bag holders 🤗🤭
Babe stop the coffee, Joseph Carlson just posted!!!
I’m dead!!!! 😂😂😂
I’ve noticed a lot of advertising from Tesla recently and I thought one thing they bragged about is how they don’t have to advertise to sell their vehicles? 🤔🤔🤔
Where was the advertisements?
Opinions on $MELI ?
Javier milei best CEO
Would have been nice to see more analysis on Nvidia and the industry
i watched a very interesting video about the big gold mining companies are not doing due to very large investment expenses like buying other mines to just increase their gold flow. does not seem to be a healthy industry right now despite gold prices. i think gold is inflated too but thats another story.
Bravo Joseph 👏 you missed the semi conductor trend though…
It’s perfectly fine to miss trends.
As a word of caution, don’t go too thick on your workbench. I went with a 3” thick piece of hickory. Finding a “clap on/screw clamp”vise to fit my bench was a nightmare.
SMCI is the best performer, it’s been added to S&P 500
Are you sure,I just thought they got added to vanguards mid cap stock I could be wrong
Still waiting for you to acknowledge how much SBC Amazon has…
So buying up real estate companies/reits wouldn't be the worse idea for in a couple years from now to be ready for a big jump
WBD has a 25% FCF yield with a severely under-utilized IP library
I like what management is doing and it seems a hell of a deal to me
Is aapl a buy?
Buy through the highs and low
Im finding it really hard to buy anything with everything at ATH. What do we do…..Im being fearful when others are greedy, but also waiting for a pull back is timing the market so yeah… Im stuck
Google, appl are discounted. Google is like at a 20 fwd pe
I agree and am DCAing in those. Other than that It’s just really scary to buy anything else
One cool note i remember having seen is that the 1929 crash was a bubble since 1920 which metrucs ibdicated and people noticed, and those who were in the bubble did better than those who exited. Time in the market is better than timing the market because you cannot time it perfectly.
Each person has its own risk apetite, so in the end you decide how much risk you want to take. I own amzn and nvda 50% each and si far so good
Nvidia has a lower forward P.E. than Costco though!
True, but it's also very cyclical. Costco's earnings are consistent and predictable. But NVDA's earnings could rapidly fall if the mega-cap tech companies like Microsoft or Meta stop investing so aggressively in AI-related capex. Then suddenly the 25x forward P/E (or whatever it is currently) will rapidly inflate. With cyclicals you have to be careful, and often times the best time to buy is when the P/E looks terrible and the time to sell is when the P/E looks great.
12:29
People: “Everything is going up! We can’t afford anything these days! We can barely afford to eat.”
Also people: *regularly pack out Texas Roadhouse*
In Tech companies can turn into Blackberry or Yahoo very fast.
VICI will do just fine. my price target is $45 by Q2 25
im up 15% YTD, so many mistakes mainly with Tesla and not owning enough NVDA. My best performer is Soxl
You need to start looking at energy stocks
Bought some more google today
Yessir
Aside from Qualtrim, can anyone tell me what is the other stock UI shown in the presentation?
Why is the S&P500 your benchmark versus QQQ? You have a heavy tech weighting in the Story Fund.
are we in a bull market or what some would say a "bubble"?
Bull market
If it wasn’t for google, my portfolio would be killing it right now. Long term hold regardless! 😅😢
SMC???
It is not yet in SP500
You're not outperforming the S&P 500 that much but neither are you underperforming. This is already a great achievement and you can be pretty proud of that already!
With Paramount and Warner Bro's, I believe another company will step in and acquire them. In a few years, my guess is only a few streamers will survive (Netflix, Disney, Prime Video and maybe a few others). Not willing to bet on an acquisition and buy any shares in PARA or WBD
I started investing in around 2018 and Costco was one of my first purchases. I had to sell my stocks during Covid and thought Costco was too expensive when I began again😭
With the dip, have you been buying VICI Joseph?
Guys, you should listen to Buffet and his most recent letter to shareholders and dont count yourself rich!
Another great time to be a Kirkland King
what about ANF? it would be number 2, is it only s&p stocks?
SMCI? 277% YTD
ELF as well. Even stronger than ANF
People are going to say Nvidia is overvalued... It's not. Trailing PE 69, but the forward PE is 35. Lots of growth ahead. SMH is a good semiconductor EFT.
My Amazon is finally back as I had purchased it at peak and then Averaged down a bit but should have added more.
WSM is up about 90% over one year.
Paramount wants to be netflix so bad but wont make shows or movies people want to see
Glory to the Magnificent Seven!
Joseph Im really happy with the markets performance and it may even go higher following any rate cuts, however I would urge you to think about adjusting for risk.
It would be a terrible shame if the market had a 30% pull back and you had no dry powder to take advantage of cheaper prices.
All the best Andy
Funny, NVDA at $868 was 50 dollars ago today.
Is it just me, or is best of 24 a bit early to announce march 4th. Please enlighten me in my ignorance.
Also s&p up yeah ofc check your inflation.
Valuation matters and it matters a lot by Chuck Norris.
I think you may like tmdx
Here's my owning NVIDIA and Tesla, whatever gains in NVIDIA is slowly eroded by Tesla, but we play the long game 🎯
Legit first
First! VICI will be the best once the interest rate starts to drop!
Nope.. 4th
VICI .. I bought a few shares.. it will be ok .. won’t be a top performer; but , will be a good investment hopefully.
Also plan to buy more, best deal at 28. what do you guys think?
Stocks that I like.. I usually keep buying (when I can) during price dips ..
VICI is solid, they could exceed expectations if the FED decides to start cutting rates in June, idk if they will though!
I agree
I am heavenly exposed to Nvidia and ASML. NVIDIA like 40% right now and ASML 20%. NVDIA just grew that big, also i bought the recent dip in ASML in October big and i am up 60%. Joseph I told you so, ASML fits perfectly your investment style for the right price.
What i regret is to have missed the dip in end of 2022 in big tech, as well as Adobe for like 300$. Adobe is actually also of the highest quality, just not sure if 30 pe fwd is cheap enough.
Not 1st ..
NVDA is not the best performer so far in 2024. SMCI is up 300.19% YTD.
It was up about the same when this video came out two days ago
Is Vici a buy?
When NVDA seems crazy high, I sell a tiny bit, and then it keeps growing. It's so hard not to sell, just a little.
Have a late night?
I'm well rested - it's dark outside and no natural light through the window makes everything look dramatic. I should get some better studio lighting.
@JosephCarlsonAfterHours glad to hear :)
17:47 - "This is a stock (NVDA) that continues to defy most people's expectations" - Where are you getting "most people's expectations" from? It seems most people are actually bullish on NVDA from what I've been hearing. The guy in the video is not "most people" and he has been very wrong about NVDA so far.
Joseph - It's obvious you're not bullish on NVDA (as you don't show any investments in NVDA). Don't you think it would be a good idea to start being more bullish on NVDA based on your analysis from Qualtrim and the fact that we are early in the AI boom/wave?
You can be bullish on a company and not invest in it. It may be too unpredictable for your investment style. Maybe you're waiting to see if the growth sustains. Plenty of reasons to not buy a stock but still thing it's good.
Paramount has intangible assets. Wouldn’t that be great stock? (I have no positions and don’t plan to)
Look at XLC if you want exposure to paramount
Hey heyy
I also own VICI -- as a result of your analysis. I feel very satisfiedc with VICI. I don't look at it as primarily a capital gain holding. I see it more like a bond that also appreciates -- when interest rates are constant or down. They keep growing the business and are doing fine.
AAPL is down 14% from ATH, who is adding more?
Me
Do you regret not buying NVIDIA?
He said no that chip manufacturers are very capital intensive but he rated Nvida S or A tier
18:07
What should we do with AAPL?!
Buy more
I often wonder how successful investors are able to make millions of $$ from trading stocks. Im completely new on this area of investing. Long story short I have a couple thousands saved up which i want to invest for long term and I know this sounds a bit dull but, I would like to know what advice you could give to start my investing journey