I initially did the big ticket buy, 150k into SCHD, 75k TSLA, 25k VYM, 25K VUG, AMZN 25K. Now I'm dca buying roughly 2k every week of whatever is on sale, and looking to add more tech positions to my portfolio. I'm looking to hold long term 15 - 20 years, so hopefully my lump sum buy in doesn't bite me in the ass long term.
In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.
I agree; I have approximately $1m in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!
I reached $138k today. Thank you for all the knowledge and insights you've shared with me over the past few months. I began this journey in October 2024. Financial education is essential for over 70% of the population, as only a few are truly literate in this area. Thanks so much Mrs Helen Curtin.
With $300K cash, invest in recession-resistant stocks from sectors like healthcare, utilities, consumer staples, and technology. Blue-chip, dividend-paying stocks with strong balance sheets are ideal. Consulting a financial advisor can refine your strategy.
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future
I'm simply sharing this since you asked, and my adviser is Lauren Christine Campbell. Simply search for the name. You would discover the information you need to schedule an appointment.
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
I DCA'd into AMD the last 2 weeks. Concerned about tariffs though and a market correction. I would buy ADBE around $415 if it goes down that low. Trying to get the bottom bottom. Problem is ADBE has more competition now. Amd has much better revenue growth prospects due to GPU's than Adobe so it deserves a premium. If the revenue grows like we expect the price should go up. I feel your revenue growth for amd is way too low. If they get 8-10% of the gpu market the revenue will grow much faster than your estimate for amd. Amd revenue could grow 30-35%.
I am surprised you aren’t covering MU. It’s basically at around 52 week low. Also I believe Micron is even cheaper than AMD. At 2x book value and you are getting enormous tailwinds in HBM growth and data center SSD.
Your DCF and analysis are completely broken there is always huge gap between low-mid-high and despite of recommending these stocks you are always bearish and they never reach any of your unrealistic price target you set. Your channel is a joke
A little harsh. While there are some gaps at times that seem overly large, more often than not EM is not ready to buy and has a wait to see mode.. If they were right everytime, well, they would be richer than Buffet. We all would.
@@hockeynutt9434 most of his positions that he stayed bearish had produced more than 100% over the past 5 years and have the same PE valuation. his thesis is very conservative, unrealistic and never realises because he is waiting for cheap valuations of companies with great potential for growth
This comment is a joke. The market is trading WAY above historical valuations so naturally their analysis would rate the majority of companies as overvalued. It doesn’t mean they’re not good companies and as a result we should keep them on our radar for when they do fall within attractive evaluations which is exactly what this channel is doing. These guys are looking for inefficiencies in the market (i.e. undervalued companies). In a market environment such as the one we’re currently in those are very difficult to come by. And if a company you’re interested in never drops within your strike price it’s okay to not buy them. Maybe they go gang busters and you miss out. That’s fine especially if you’d have to deviate from your valuation process to invest. Your job as an investor is NOT to hit it big on every hot stock. In fact you’ll probably miss most hot stocks because often times run ups are not predictable. Your job is to make smart moves using a disciplined process and make money consistently in the long run while avoiding major losses. Berkshire is sitting on over 300 Billion in cash right now because Buffett just doesn’t see many good opportunities right now to deploy it. Not saying you should sit on all cash but the level of selectivity successful investors have on stock buys is far beyond what you realize. Maybe you had a big success over a year or two making some speculative bets. But that success is not sustainable and you’re highly likely to get crushed by the market overall over a 5-10+ year horizon. Btw I bought Meta and Disney when their analysis showed them as good buys (not that I blindly followed their advice but that my own conclusions aligned with theirs) and I’ve made huge returns since. I do think they are sometimes susceptible to value traps as they sometimes put too much emphasis on pure financials like net income and free cash flow. But the average retail stock picker puts near zero research into any of those things and gets absolutely hammered as a result.
So Hershey has a PE of 26 and AMD a PE of 24? Then Hershey share dilution is not that important but AMD share dilution which is actually mergers and acquisitions they have made in the past 5 years is bad? Where in this do you see Principle-based Investing?? I respect this channel as I have learned some stuff here but sometimes the way things are thrown out are overboard!! Please look back at your principles a bit more throughly!
No analysis of AMD's Xilinx acquisition which incurs amortization costs and is the reason why the PE is so high and shares outstanding has increased. What a joke of a video.
Was looking at Hershey's but they are getting killed because cocoa prices are killing them. No clue where cocoa prices are going to go? Rather than looking at so many numbers I look at the core reasons for price decline or appreciation.
Always pricing these AI stocks with a PE of a retail stock so that the estimated values come out low. What a joke. Bet he's gonna reply "one love" or some bs
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
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.
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
Sure i don't mind. I've stuck with ‘’Zareen Grace Church” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
@ how do you figure? NVDA is a company that has shown legitimate triple digit growth. Trailing PE is 58x vs AMD at 110x, and AMD MIGHT grow 30% for a few years.
I initially did the big ticket buy, 150k into SCHD, 75k TSLA, 25k VYM, 25K VUG, AMZN 25K. Now I'm dca buying roughly 2k every week of whatever is on sale, and looking to add more tech positions to my portfolio. I'm looking to hold long term 15 - 20 years, so hopefully my lump sum buy in doesn't bite me in the ass long term.
In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.
I agree; I have approximately $1m in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
Her name is ‘’Aileen Gertrude Tippy’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
I reached $138k today. Thank you for all the knowledge and insights you've shared with me over the past few months. I began this journey in October 2024. Financial education is essential for over 70% of the population, as only a few are truly literate in this area.
Thanks so much Mrs Helen Curtin.
I'm surprised that you just mentioned and recommended Helen Curtin, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
You trade with Helen Curtin too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
I am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so is AMD the best stocks to dive into?
With $300K cash, invest in recession-resistant stocks from sectors like healthcare, utilities, consumer staples, and technology. Blue-chip, dividend-paying stocks with strong balance sheets are ideal. Consulting a financial advisor can refine your strategy.
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
I'm simply sharing this since you asked, and my adviser is Lauren Christine Campbell. Simply search for the name. You would discover the information you need to schedule an appointment.
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this
It's a miracle and I would testify, 24K bucks every 1weeks! I now have a big mansion and can now afford anything and also support God's work
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
The first time we had tried, we invested €14,000 and after a week we received €50,230. That really helped us a lot to pay our bills.
please educate me, l've come across this name before, Now i'm interested
How can I communicate with her
Love your videos. Ignore the bad apples.
Glad you like them!AP
Adobe current price 440? You’re lagging behind, when do you record these videos ? A month ago ?
5 years ago....happy new year - GC
Hard to find UA-cam gurus who are up to date anymore.
@@EverythingMoneylol
AMD ❤
Good cpus .AP
Buying AMD😎
Best of luck - GC
Ad from 12:32 to 14:40. You´re welcome.
Good stuff - GC
Bought AMD today as per our Boss advice
Congrats , but no one advices you to buy anything .AP
@@EverythingMoney basically he/she is doing the opposite of what Paul says, Paul inverse ETF! Haha! ;)
I DCA'd into AMD the last 2 weeks. Concerned about tariffs though and a market correction. I would buy ADBE around $415 if it goes down that low. Trying to get the bottom bottom. Problem is ADBE has more competition now. Amd has much better revenue growth prospects due to GPU's than Adobe so it deserves a premium. If the revenue grows like we expect the price should go up. I feel your revenue growth for amd is way too low. If they get 8-10% of the gpu market the revenue will grow much faster than your estimate for amd. Amd revenue could grow 30-35%.
Kraft Heinz and Mondelez look good
I am surprised you aren’t covering MU. It’s basically at around 52 week low. Also I believe Micron is even cheaper than AMD. At 2x book value and you are getting enormous tailwinds in HBM growth and data center SSD.
they already up a lot yesterday and premarket today
Bough MU in the high $80 range for the same reason
@@relentlessventures4951lol you are right. I am Up 20% 😂
Great point! We'll update soon - GC
Your DCF and analysis are completely broken there is always huge gap between low-mid-high and despite of recommending these stocks you are always bearish and they never reach any of your unrealistic price target you set. Your channel is a joke
One love - GC
A little harsh. While there are some gaps at times that seem overly large, more often than not EM is not ready to buy and has a wait to see mode.. If they were right everytime, well, they would be richer than Buffet. We all would.
@@hockeynutt9434 most of his positions that he stayed bearish had produced more than 100% over the past 5 years and have the same PE valuation. his thesis is very conservative, unrealistic and never realises because he is waiting for cheap valuations of companies with great potential for growth
This comment is a joke. The market is trading WAY above historical valuations so naturally their analysis would rate the majority of companies as overvalued. It doesn’t mean they’re not good companies and as a result we should keep them on our radar for when they do fall within attractive evaluations which is exactly what this channel is doing. These guys are looking for inefficiencies in the market (i.e. undervalued companies). In a market environment such as the one we’re currently in those are very difficult to come by. And if a company you’re interested in never drops within your strike price it’s okay to not buy them. Maybe they go gang busters and you miss out. That’s fine especially if you’d have to deviate from your valuation process to invest. Your job as an investor is NOT to hit it big on every hot stock. In fact you’ll probably miss most hot stocks because often times run ups are not predictable. Your job is to make smart moves using a disciplined process and make money consistently in the long run while avoiding major losses. Berkshire is sitting on over 300 Billion in cash right now because Buffett just doesn’t see many good opportunities right now to deploy it. Not saying you should sit on all cash but the level of selectivity successful investors have on stock buys is far beyond what you realize. Maybe you had a big success over a year or two making some speculative bets. But that success is not sustainable and you’re highly likely to get crushed by the market overall over a 5-10+ year horizon.
Btw I bought Meta and Disney when their analysis showed them as good buys (not that I blindly followed their advice but that my own conclusions aligned with theirs) and I’ve made huge returns since.
I do think they are sometimes susceptible to value traps as they sometimes put too much emphasis on pure financials like net income and free cash flow. But the average retail stock picker puts near zero research into any of those things and gets absolutely hammered as a result.
@rebel.capitalist and yet you’re hit watching him and not the other way around lol
But isn't the forward next quarter PE 33 and the ( 1 year )25 forward PE, for AMD?
I love your videos. Thank you!
Glad you like them!AP
what is better to buy ? Mondelez or Hershey when Mondelez has interest in a takeover of Hershey?
I have Mondelez for years. Getting 3%+ in dividends while the shares went up over 20%.
Just bought MDLZ yesterday.
Intel is making good progress on intel ai inference workloads, more robust security enclaves on hardware, security engine
Hopefully they turn it around .AP
Whats your take on REITs? Or a REIT etf like vnq? Thanks.
Tx for the suggestion...feel free to join our community - GC
Im so confused AMD low of $29....does anyone actually see that as a realistic target.
No it doesn't have to be , make your own assumptions and then buy if you think you are right .AP
Nike or Hershey ?
MJ or Willy Wonka? - GC
I love your videos. Thank you!
Thanks for watching! - GC
Please try and put some analysis from micro or nano cap stocks. Most of the stocks you mentioned are already big enough
We cants because of our lawyers .AP
So Hershey has a PE of 26 and AMD a PE of 24? Then Hershey share dilution is not that important but AMD share dilution which is actually mergers and acquisitions they have made in the past 5 years is bad? Where in this do you see Principle-based Investing?? I respect this channel as I have learned some stuff here but sometimes the way things are thrown out are overboard!! Please look back at your principles a bit more throughly!
No analysis of AMD's Xilinx acquisition which incurs amortization costs and is the reason why the PE is so high and shares outstanding has increased. What a joke of a video.
Was looking at Hershey's but they are getting killed because cocoa prices are killing them. No clue where cocoa prices are going to go? Rather than looking at so many numbers I look at the core reasons for
price decline or appreciation.
Thats something we do after we look at the numbers .AP
Thoughts on small caps for 2025? Like s&p 600, etc. Thanks
Tx for the suggestion...feel free to join our community - GC
I am on Ozempic. I eat chocolate every day! Meeting weight loss goals and meeting daily chocolate goals. Life is good!
Always pricing these AI stocks with a PE of a retail stock so that the estimated values come out low. What a joke. Bet he's gonna reply "one love" or some bs
We are teaching you to do your own valuations not to look at ours .AP
Interesting the comparison on gross margin % between AMD/ADBE I follow ADBE and get ADBE on my watclist
Nice ! AP
This guy speak too much
Watch shorts then .AP
AMD showed almost a double in revenue, adobe was only a 50% gain on analyst estimates
Nice one - GC
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
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.
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
Sure i don't mind. I've stuck with ‘’Zareen Grace Church” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for the lead. I searched Zareen up and her webpage popped up, and I have sent her an email. I hope she gets back to me soon.
backend changes to pricing tier in the software will be changing "very soon" for what feels like a year now.
Good stuff - GC
Paul is learning from his Daddy Meet Kevin
You oughta plug JFK into your Hershey analysis lol.
Has Mo been let go?😂
Where is Mo?
Nope...Join our community and link directly with Mo - GC
Intel & SMCI
bought adobe amd microsoft and doing SIP in AI INDEX and ROBOTX
Good stuff - GC
18 & 21 PE ratio for AMD? Are you okay man?
Buy the DIP
Short Palantir more? puts are expensive now.
No thanks got it at a good value .AP
AMD has a forward PE of 25
Tx for the note - GC
Intel for life!
If that's what you like sure ! AP
I'm curious if inflation has hurt Hershey too much right now. Maybe it's an opportunity, though.
Tx for sharing - GC
@@EverythingMoney I do like the Adobe mention as well
WDFC (WD-40) is a buy right now. Hit trendline; oversold, earnings out Friday. Well below valuation.
Tx for sharing - GC
Hello Paul. What do you think about Mondelez and its current stock price?
No idea....join our community and link with our members- GC
Why do you buy AMD when you have NVDA growing much faster.
Visit Italy, France, Spain and Switzerland to understand why Hershey won't fly internationally.
Tx for sharing....Ferrero covers all that territory 😉- GC
lol I just knew that amd would not be a buy for you. So calls it is. Inverse always works with you guys.
Coolio - GC
Analyze Castle bioscience stock please!! Is a penny stock that could double in 1 year!
We don't do penny stocks .AP
I'll buy them if they crash, not at these prices.
Fair enough - GC
I'd take you more serious if you said HSY was overpriced at 276
Amd
Thanks for leaving a comment .AP
AMD share dilution
I thought Nestlé own kit kat ?
nestle license it
Ozempic would be bullish for hsy because you can eat your candy and still lose weight
I can’t figure out why buy other chip companies when NVDIA is spanking everyone. AMD can’t make GPUs but NVIDIA can make CPUs.
NVDA is also cheaper, with better growth.
Nvidia has done its big growth. AMD still have lots of room to grow.
@ you just saying that doesn’t make it true. The numbers tell the story.
AMD seems undervalued compared to NVDA....i suspect they will both keep going up.
Tx for sharing - GC
@ how do you figure? NVDA is a company that has shown legitimate triple digit growth. Trailing PE is 58x vs AMD at 110x, and AMD MIGHT grow 30% for a few years.
investors are dumping AMD
PE 110 for AMD man. That's not value
$ADBE is up 10% over the last 5 years, 2% per year, meh...
You are right , might not be for some people .AP
Adobe looking miserable lately. Bought at 430 though
Will you dca more ? AP
@@EverythingMoney Only if drops even more
Intel will be back ..just watch out in next few quarters
Time will tell .AP
💎⚖🏦🥇✅
Much appreciated .AP
just buy USIO , shits gonna run to 9$ sitting at $1.80
Looking at it in pre-market. This one is interesting…
Nice one - GC
@@brucepfau3121 got in this morning
now is up
@@dicksonjingga5414 yeah . u like that .
Videos are scripted every time lmao what a joke
One love - GC
Another amd basher
Thanks for leaving a comment .AP