Hey buddy! Don't be seduced by large dividends. Concentrate on total return. There is no sense in collecting large dividends if your overall investment is going down however I’d say SPYI, JEPQ, QQI and IWMI. But do your research. Personally I put down 1.3m$ on few ETFs, still diversifying. Earning season is around the corner, It was this time last year I made a huge break through with half a million. Handed it to a firm here in Texas, I get weekly pay out which I put back on long term ETF's. IWM will probably crush it this quarter
Thank you Sven, you are my favorite analyst. I also like the title of your article "Apple for the next 40 years" then you proceed to sell 1 year later :)
It is irrelevant when you bought: you want a return on your current capital. Where is your return going to come from given the marginal growth, marginal buyback yield and idiotik multiple?
Puts on apple and will keep increasing the position as apple has no thesis on growth. Earnings stagnant at a high p/e. Throws cash into the dumpster by doing buybacks just to keep the p/e below 40 and the board gets their bonuses. Warren is a smart man.
Thank you Sven, I compeletly agree with you. Even more worrying are NVDIA and the other Magnificent 7. From an academic point of view, it will be interesting to see the feedback loop reinforcing the downside moves due to passive indices being forced to sell shares when prices decline. As of now, there are other markets and fishes to fish.
I didn't read your article back in 2016, but interestingly it was the exact same period when I bought Apple. Of course, I sold them much to early, but I was not aware of this buybacks and the consequences
Yeah, at these valuations and the *actual* growth rate of Apple, the shares are most likely incapable of producing safe returns for the next decade... I think there's still too much hype for AAPL. And it's not too big to fail-more like the contrary. Thanks!
Sven I have a interesting one I think you may like. Celanese (ce) slowing demand from cars construction paints bla bla, with a debt burden at $11b from a m&m acquisition. Ce priority is to pay down debt and has announced a dividend cut. I have held ce since October of 2023 (could say I’m an idiot) and plan to continue to hold, and add at lower prices. Years ahead I expect debt to be reduced freeing up cash and production to increase above today’s production via adoption of ev cars which have higher CE parts and population becoming wealthier so spending ever greater in construction homes renovations so on, giving ce a double boost to cash flows. CE is also the lowest cost producer in acetic acid globally. Delay gratification is key here. Your thoughts?
I have a question; nvidia or apple which is a better investment as of now? just got a large inheritance money and would love to invest it for regular income. I’m also looking at paying mortgage where rates are not so high
IMO, nothing beats expertise. My portfolio is well-matched for every season of the market and recently hit 300% rise since 2020 amid covid outbreak to date. I and my FA are working on a 7 figure ballpark goal, tho this could take another year.
She goes by ''Karen Lynne Chess'' a renowned figure in the financial industry with over two decades of experience. I'd suggest you research her further on the web.
thanks for putting this out, just did a web search on Karen Lynne Chess, found her consulting page and already scheduled a call session with her, I find her valid.
Question to think about: Is Berkshire more valuable with Apple in its portfolio, or more valuable without it? Put another way, would you prefer Warren Buffett with $200bn cash-on-hand and no Apple in his portfolio, or a Warren Buffett with no cash-on-hand and $200bn of Apple in his portfolio?
@@jakeberv Yes he said that, I saw it too but one has to read between the lines. He cannot say Apple is a sell, especially with its CEO sitting front row during the Berkshire Annual Meeting. Fact of the matter is, he is selling Apple and Bank of America. Buffett would never sell a stock if he had not lost conviction in its thesis. He has lost conviction in Apple at this point (e.g. $90bn buybacks at PE 30.. that´s plain shareholder destruction and he doesn´t like that).
@@jakebervHe would never sell just for tax reasons. He realizes that are better opportunities than Apple out there. He might even prefer cash to Apple shares.
If ai is useful there will be service fee, just as with photo storage space. You get some for free and then you get hooked to it and pay every month for the rest of your life. Just like handing out drugs for free.
What about aggressive dividends etf to hold now
Hey buddy! Don't be seduced by large dividends. Concentrate on total return. There is no sense in collecting large dividends if your overall investment is going down however I’d say SPYI, JEPQ, QQI and IWMI. But do your research.
Personally I put down 1.3m$ on few ETFs, still diversifying. Earning season is around the corner, It was this time last year I made a huge break through with half a million. Handed it to a firm here in Texas, I get weekly pay out which I put back on long term ETF's. IWM will probably crush it this quarter
Please this firm, can I look them up, thanks
Yeah, Jennifer Kristie Taylor use her name to look her up
SPY, QQQ, IWM, and currently TLT. I only have 4. Jennifer’s firm is a good one, I live in Connecticut.
Thank you Sven, you are my favorite analyst. I also like the title of your article "Apple for the next 40 years" then you proceed to sell 1 year later :)
Excellent point, but sometimes life gets in between when it comes to investing!
Bought Apple early 2019. I’m holding for the long term.
It is irrelevant when you bought: you want a return on your current capital. Where is your return going to come from given the marginal growth, marginal buyback yield and idiotik multiple?
Puts on apple and will keep increasing the position as apple has no thesis on growth. Earnings stagnant at a high p/e. Throws cash into the dumpster by doing buybacks just to keep the p/e below 40 and the board gets their bonuses. Warren is a smart man.
Yep!
Sold mine this morning!!
thanks for sharing!
Thank you Sven, I compeletly agree with you.
Even more worrying are NVDIA and the other Magnificent 7. From an academic point of view, it will be interesting to see the feedback loop reinforcing the downside moves due to passive indices being forced to sell shares when prices decline.
As of now, there are other markets and fishes to fish.
we will wait and see!
I'd love to see all the info in your 2016 article compared to hindsight! It'd be a great learning point.
I didn't read your article back in 2016, but interestingly it was the exact same period when I bought Apple. Of course, I sold them much to early, but I was not aware of this buybacks and the consequences
same here, no worries!
this is becoming one of my favorite youtube channels
Hello How can I contact you regarding the sponsorship.
Hi sven, which Indian stocks may be opportunities or deserve analysis? Tx
Non Indian investors (retail) are not allowed to buy Indian stock.
I don't know much about India!
How did you estimate the growth of 2x with pe=36?
if he deploys the 300 billion at 10% or more
@ sorry I still did not get it.
i just collect monthly call premium which is currently $8.80 per share for 225 calls. Just make my own dividends each month with all major megacaps.
I started buying CVS which is ar about 8 PE, 4.7% yield and has more than triple the revenue of tesla or Nvidia.Over $6eps.
Yeah, at these valuations and the *actual* growth rate of Apple, the shares are most likely incapable of producing safe returns for the next decade... I think there's still too much hype for AAPL. And it's not too big to fail-more like the contrary. Thanks!
Apple has a big AI advantage. They are the only player with on device inference, meaning a big cost and power advantage over everyone else.
Sven I have a interesting one I think you may like. Celanese (ce) slowing demand from cars construction paints bla bla, with a debt burden at $11b from a m&m acquisition. Ce priority is to pay down debt and has announced a dividend cut. I have held ce since October of 2023 (could say I’m an idiot) and plan to continue to hold, and add at lower prices. Years ahead I expect debt to be reduced freeing up cash and production to increase above today’s production via adoption of ev cars which have higher CE parts and population becoming wealthier so spending ever greater in construction homes renovations so on, giving ce a double boost to cash flows. CE is also the lowest cost producer in acetic acid globally. Delay gratification is key here. Your thoughts?
PE is quite high, but Apple is still a cash cow. I would be a buyer at a PE below 20.
A long way to pe of 20, if cntraction in earnings.. uhhhh
Apple is certainly priced to perfection.
🗽AAPL earnigs for Q4/24 were very disappointing! Forecasted annual earnings for 2025 are okay.
.
the issue might be in the 'forecasted'
Meanwhile, Berkshire Hathaway's cash pile reached a record $325.2 billion... fun times ahead!
Cannot believe apple spent $100 billion in stock repurchase at the current valuation. That is criminal.
Soooo much money spent on buybacks at this ridiculous price just to keep it at this ridiculous level. What happens when the money stops?
Firever bull
I have a question; nvidia or apple which is a better investment as of now? just got a large inheritance money and would love to invest it for regular income. I’m also looking at paying mortgage where rates are not so high
Nvidia is currently more valuable than Apple, although some folks perceive it to be a bubble. You're better off seeking FA guidance
IMO, nothing beats expertise. My portfolio is well-matched for every season of the market and recently hit 300% rise since 2020 amid covid outbreak to date. I and my FA are working on a 7 figure ballpark goal, tho this could take another year.
@@M.Morgan if you dont mind me asking, who is the advisor guiding you please? i'm in dire need of proper asset allocation
She goes by ''Karen Lynne Chess'' a renowned figure in the financial industry with over two decades of experience. I'd suggest you research her further on the web.
thanks for putting this out, just did a web search on Karen Lynne Chess, found her consulting page and already scheduled a call session with her, I find her valid.
Investing in stocks is planting a tree for your future; with patience, it will bear fruit.
thanks for sharing
I think Apple users will buy anything what Apple will sell them
Question to think about: Is Berkshire more valuable with Apple in its portfolio, or more valuable without it?
Put another way, would you prefer Warren Buffett with $200bn cash-on-hand and no Apple in his portfolio, or a Warren Buffett with no cash-on-hand and $200bn of Apple in his portfolio?
Warren likes cash!
buffet sold another 25% and growth isn t there so I agree without seing all thé vidéo sorry 😅
no worries, next video :-)
Buffet said he did this bc they expect cap gains tax to increase, and not bc of lack of conviction in the stock
@@jakeberv Yes he said that, I saw it too but one has to read between the lines. He cannot say Apple is a sell, especially with its CEO sitting front row during the Berkshire Annual Meeting.
Fact of the matter is, he is selling Apple and Bank of America. Buffett would never sell a stock if he had not lost conviction in its thesis. He has lost conviction in Apple at this point (e.g. $90bn buybacks at PE 30.. that´s plain shareholder destruction and he doesn´t like that).
@@jakebervHe would never sell just for tax reasons. He realizes that are better opportunities than Apple out there. He might even prefer cash to Apple shares.
@@dodid0time will tell
If ai is useful there will be service fee, just as with photo storage space. You get some for free and then you get hooked to it and pay every month for the rest of your life. Just like handing out drugs for free.
🙏✝️🙏
:-)