Join the Patreon today and get November as a free trial! Patreon: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
Overall, 51% of traders anticipate that this year will be favorable for stocks, mutual funds, and other equity-based investments, despite the high returns currently offered by Treasury yields and other safer, cash-like options. I’m actively seeking market opportunities that could generate $1 million ahead of my retirement target in 2025.
Trading and earning is actually not that hard. The strategies are just rigorous for the regular-Joe but are most successfully carried out by pros who have had a great deal of skillset/knowledge
Absolutely. Having the right financial planner is critical. My portfolio is strategically diversified for all market conditions, and it recently achieved a 90% increase since early last year. My CFP and I are aiming for a seven-figure goal, though it may take until Q1 2025.
Annette Christine Conte is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Never understood why people are reluctant to buy dividend stocks,You're getting paid to be invested in the stock market,It's similar to owning a rental property,You get paid (rent) to own it while the value of the asset appreciates (hopefully)..Passive income is king
Dividend stocks are like owning a piece of land:You hold the asset,Collect income while you wait,Asset value might grow.Why not enjoy the fruits while the tree grows?
Many people dismiss the value of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
My CFA Amy Desiree Irish a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Markets are turbulent, but opportunities often come during uncertainty. I'm focusing on value stocks and diversifying with Bitcoin, especially after its recent rise. Timing the market is tough, but staying informed and patient might pay off in the long run.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. In my opinion, financial advisors are among the most important professionals, just like doctors.
They are out of thier mind! Plenty of fear mongering for years. I should have just been long NVDA and SPY and cash in from an epic bull run. With a predicted 'massive' rally . It makes me wonder if it's time to rebalance my 6-figure portfolio or maybe even consider some value additions.
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
They're better investment strategies than moving to all cash waiting to deploy. Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a fiduciary to guide you, that’s what works for my wife and I. It's been 6 years now and we've made over 88% capital growth minus dividends.
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider "Jennifer Leigh Hickman". I've worked with her for over 5 years now and I'd gladly commend her exemplary service on a public post.
There are lots of mixed opinions about stocks and there projection in the next coming years, I aim for short term solid gains from market correction and I'd definitely jump on the boat if I knew a thing or two about day-trading. I'm just looking for the right moves to grow and hedge my stagnant reserve of $490k from inflation.
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 Financial Consultant or other professional for advice.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.
Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I know I’ll make profits.
You are right. The best approach I feel 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.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
I sold most my positions during the dip at a loss and now those stocks are doing well. Most of my holdings are in cash of about $300k now. How do I stay invested and think long-term to help me ride out the market’s ups and downs.
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I consulted with a coach when I needed to invest my $500K from a home sale, and my portfolio surged by nearly 85% in 6 months.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I consulted with a coach when I needed to invest my $500K from a home sale, and my portfolio surged by nearly 85% in 6 months.
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $285k to around $720k.
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 over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
Just wanted to say, ‘Carol Vivian Constable’, my CFA, is the real deal in his field. Dig deeper into her background; she's got years of experience and is a goldmine for anyone diving into the financial jungle!
I just Googled her name and her website came up right away. It looks interesting so far. I'm going to book a call with her and let you know how it goes.Thanks
Anyone read into briefings are have the ability to make decsions that impact markets should not be able to buy or sell stocks PERIOD. It is the best example of "insider trading" there is. But congress will never make that a law... unless we demand it. So they will continue their insider trading which steals from us and makes them rich.... very rich.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $1M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Amy Lea Kohlert is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
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 Grace Miller for helping me achieve this
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Invest judiciously, keep a stop loss figure. Shuffle between debt and equity wherever the ratio goes too off your target. As for the target, I recommend a Ratio like this Debt % should be equal to your age in years. If you are 20, debt is 20%, reset in equity. If the market falls or rises drastically, your debt % will change, which you should rebalance to 20% and bring back equity to 80%. Thus you would have bought low or booked profit depending on if it was a crash or a bull run.
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of $880k within 16-months from an initially stagnant Portfolio.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. 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?
‘’Marisa Michelle Litwinsky’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
I've been watching your video for over 3 years now. yours is one of the few YT channel that has remained informative, no BS channel, no fear mongering click baits, etc. I really appreciate it. Thanks!
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@WilmaHochmuth Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
@WilmaHochmuth *MARGARET MOLLI ALVEY* her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
I completely agree about McCormick. Personally, I also try to look for more affordable spice options since prices have gone up, and I tend to avoid McCormick for that reason.
Trump is gonna tariff the s*** out of china and possibly Europe, so ASML seems very risky despite their seemingly monopoly in EUV machines production ✌️
As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Jason Lunvo Rodriguez insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
What impresses me most about lunvo is how well he explains basic concept of winning before actually letting you use he trade signals. This goes a long way to ensure winning trades.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
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 ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
5:43 I dont think Buffet needs to give approval for this sort of small buys. Back in the days he already said his investment managers act autonomously and they are only talking to make sure that one doesnt know anything that the other might have overseen.
@@joegeezly9613 no of course not... Just trying to warn. I think anyone over 40 years old can't afford to lose half of their portfolio value from the crash that is soon to be here. Now if you are younger than 40... you should buy more and more and more and more. That is what I meant. :).
BN is my largest holding by far - 18 time price to cash flow for cash flows projected to grow at 15%- 20% annually for the next five years is very compelling
Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 632k in the space of a few months... I'm especially grateful to Harry's Dent., whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Harry’s Dent insights.
I would recommend looking at Paul Tudor Jones as well. He’s one of those voices that you don’t hear from very much but when he speaks, the markets listen.
For those moving cash from money market to other assets given the Fed pivot, what are some income-producing assets (not physical real estate) that you are prioritizing over the next year to offset your loss in income?
Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as well.
Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.
This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
!!Elon Musk has played a major role in the campaign, especially in sectors like energy and automotive. With Trump winning, there's uncertainty, as the market has been full of surprises. It's wise to follow professional advice.
already, I can see wild swings in the market due to the trump win. I am really confused on how I can make gains on my $500,000 on these market movements without any loss to my money.
Agreed, I'm in line with having an advisor oversee my day-to-day investing because my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well-diversified and has just 5X'd in 5 years, summing up nearly $2.7M as of today.
The market will always undergo changes and various challenges, so if you want fo reach your goals , you have to be really focused and do your due diligence. Also having a financial consultant like Adriana
I'm a truck driver. I remember giving adriana Katherine my first $20,000 in savings and she opened a brokerage account for me. It turned out to be the best thing that ever happened to me. I now own 10 trucks in Puerto Rico
Thoughts on Visa going forward? I know you say it's a compounding machine, but the gains look kinda dicey the last year and recently. Should I add it to the portfolio?
Hey Joseph! Would love to see you do a deeper dive into BN. Majority of these super investors are holding it or adding to their positions. I recently started watching Daniel Pronk’s videos about it and started my position about 3 months ago. Have you considered adding it? Or is it kinda like GE where it’s too complicated of a business ?
Just subscribed to both your YT channel and Patreon! I rarely subscribe to anything but I really like how you simplify things for someone like me to understand. I’m an Active Service Member so I’m on a fixed income. Every dollar is accounted for. But April 2026, my first car will be fully paid and that will free up about $500/month. I hope to find a side gig when I get back home from deployment. Uber, Lyft, etc. I’d love to work as a server again but that’ll require me to ask my Commander for permission. Unfortunate. But I’m very excited to learn and grow along side you brotha! Lastly, thank you for your being very transparent and genuine.
He can't, he won't understand a guy that is humble, admittedly uses TA and gets in and out of positions after a good gain or to cut a loss. A guy that has had no negative returns ever on a natural year. Simply put, the best of the best playing in another league. You better check the recent interview by the Norwegian Fund manager - pure gold
BN is crazy cheap and nobody knows it. Let me explain. They own 72% of their asset management business. 25% of that business trades under the ticker BAM. BAM's market cap is $23B. But again, that's only 25% of that entire business. So it stands to follow that the entire business is worth about $92B. So then, what is 72% of that value, since BN owns that? $66B. But BN's entire market cap is $85B. So is the rest of BN really only worth $19B? No, it's worth multiples more than that. Even if we assume that BAM is overpriced by, say, 30%, it still is a massive mispricing for BN. This is because BN is complicated for people to dissect. But BN has entered into a deal to make the ticker BAM account for 100% of the business, and then for BN to take on 72% of those shares. This will make it far easier for the market to see the value that BN holds. Also, BN is moving headquarters to NY so they can qualify for inclusion in the biggest US indexes. The liquidity that will add is massive.
Because at their level of wealth it’s not about necessarily growing it at insane rates with gambles. It’s about not having a year where you lose so much that you fall behind compared to other big funds and the index. They been doing this through many bull markets and busts
You are awesome. I’m thinking about joining your Patreon, but I have so little time with my business. Please say “has RUN” not “has ran.” Otherwise perfect UA-cam channel!😊🎉
Great video. These trades are for 3q2024. So activity is from July-September. None of these trades happened within the past few weeks. Love what you do man
Maybe the Buffett stamp is no longer valid as it used to be. Consider Ulta, this is the first time seeing him buy a company then selling immediately in the next quarter. The buffett stamp used to be in companies that he holds for years and years, but now it’s nothing.
He has been popping up on my feed more and more as well lately! Do you have any recommendations to watch/read of him? Would love to get to know him a little better as well (I'm Dutch)
He is famous in Korea bcuz everybody likes his last name and they can identify with it. They also love Jacky Chan movie “Drunken Monk”. Anything that has “Drink or drunken”, they love it.
Stanley best trade to me is shorting bonds. New administration will change things and every change typically is not free and need $. With the country already in deficit. US will need issue more bonds which they already did alot. So it will rise yields further.
A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist?
Joseph, great Channel and amazing episode as always. I'm wondering if this episode is a little too early after the election? The decisions you're talking about today were made well before the results of the election, so things have changed pretty significantly. Wondering how different things will be in 3 months when you see the next filings?
Joseph, thanks for the video. Y do u think investment in PayPal is questionable? Think that's the only company called out as questionable company, in the entire list of super investor companies you have covered.
Joseph I think you should give Ally another look. The value prop of Ally is that they don't have the same overhead as a traditional brick and mortar bank, and they've also benefitted from the used car market and new car prices being sky high. They've also beaten on EPS the entirety of 2024, when its arguably been the trickiest it's ever been to lend.
Not my first time saying this, but isn't ASML a good pick and buy for you? A better monopoly than this on arguably the most important sector of the near/medium term future is unfindable
Join the Patreon today and get November as a free trial!
Patreon: www.patreon.com/josephcarlson
How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues.
Patreon includes:
- Access to Qualtrim.com
- Over 100 Exclusive episodes (more added every week)
- Discord community that I'm chatting on every day
- Money-back guarantee, if you don't love it, you don't pay.
Join over 6,500 other members and try it out, risk free.
I think WB sold Apple due to the car cancellation, I think he got into it because of the potential of a car with apple ecosystem lock, and cache.
Overall, 51% of traders anticipate that this year will be favorable for stocks, mutual funds, and other equity-based investments, despite the high returns currently offered by Treasury yields and other safer, cash-like options. I’m actively seeking market opportunities that could generate $1 million ahead of my retirement target in 2025.
Trading and earning is actually not that hard. The strategies are just rigorous for the regular-Joe but are most successfully carried out by pros who have had a great deal of skillset/knowledge
Absolutely. Having the right financial planner is critical. My portfolio is strategically diversified for all market conditions, and it recently achieved a 90% increase since early last year. My CFP and I are aiming for a seven-figure goal, though it may take until Q1 2025.
@@Pconradsmith Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
Annette Christine Conte is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Never understood why people are reluctant to buy dividend stocks,You're getting paid to be invested in the stock market,It's similar to owning a rental property,You get paid (rent) to own it while the value of the asset appreciates (hopefully)..Passive income is king
Dividend stocks are like owning a piece of land:You hold the asset,Collect income while you wait,Asset value might grow.Why not enjoy the fruits while the tree grows?
Many people dismiss the value of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
My CFA Amy Desiree Irish a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
Markets are turbulent, but opportunities often come during uncertainty. I'm focusing on value stocks and diversifying with Bitcoin, especially after its recent rise. Timing the market is tough, but staying informed and patient might pay off in the long run.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. In my opinion, financial advisors are among the most important professionals, just like doctors.
I could really use the expertise of an advisor like that.
Her name is “Kenia Giordani Borges”. You can research her name to find the necessary details and set up an appointment.
Thanks! After reviewing her credentials, I'm impressed too. I've scheduled a call with her for advice.
They are out of thier mind! Plenty of fear mongering for years. I should have just been long NVDA and SPY and cash in from an epic bull run. With a predicted 'massive' rally . It makes me wonder if it's time to rebalance my 6-figure portfolio or maybe even consider some value additions.
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
They're better investment strategies than moving to all cash waiting to deploy. Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a fiduciary to guide you, that’s what works for my wife and I. It's been 6 years now and we've made over 88% capital growth minus dividends.
@@BBmbr89 This is incredible. Could you recommend who you work with? I really could use some help at this moment.
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider "Jennifer Leigh Hickman". I've worked with her for over 5 years now and I'd gladly commend her exemplary service on a public post.
There are lots of mixed opinions about stocks and there projection in the next coming years, I aim for short term solid gains from market correction and I'd definitely jump on the boat if I knew a thing or two about day-trading. I'm just looking for the right moves to grow and hedge my stagnant reserve of $490k from inflation.
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 Financial Consultant or other professional for advice.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.
@@Tonyrobs2 How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I know I’ll make profits.
You are right. The best approach I feel 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.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
Could you kindly elaborate on the advisor's background and qualifications?
@@sabastinenoah Her name is Annette Marie Holt can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@@sabastinenoah Google Annette Marie Holt and do your own research. She has portfolio management down to a science
I sold most my positions during the dip at a loss and now those stocks are doing well. Most of my holdings are in cash of about $300k now. How do I stay invested and think long-term to help me ride out the market’s ups and downs.
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I consulted with a coach when I needed to invest my $500K from a home sale, and my portfolio surged by nearly 85% in 6 months.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I consulted with a coach when I needed to invest my $500K from a home sale, and my portfolio surged by nearly 85% in 6 months.
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $285k to around $720k.
Two words: Zoom out.
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 over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
Just wanted to say, ‘Carol Vivian Constable’, my CFA, is the real deal in his field. Dig deeper into her background; she's got years of experience and is a goldmine for anyone diving into the financial jungle!
I just Googled her name and her website came up right away. It looks interesting so far. I'm going to book a call with her and let you know how it goes.Thanks
Investments are the roots of financial security; the deeper they grow, the stronger your future will be."
The deeper your investment roots, the stronger your financial security will be in the future.
Exactly! With my adviser, I’ve cultivated deep investment roots, strengthening my financial security for the future.
I would love an introduction to an adviser who can help me strengthen my financial roots.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.
Thank you for this amazing tip. I just looked the name up and wrote her.
you missed the best super investor of the last years, Nancy Pelosi
Anyone read into briefings are have the ability to make decsions that impact markets should not be able to buy or sell stocks PERIOD. It is the best example of "insider trading" there is. But congress will never make that a law... unless we demand it. So they will continue their insider trading which steals from us and makes them rich.... very rich.
Don Jr. much better $2B from the Saudis!
Invested in a gay husband. lol.
Underrated comment
@@bpb5541 Your info is out of date. They have taken action and can no longer trade stocks, although doesn't go into effect for like 6 months.
must be nice for a 1.2 mil position to be just 0.21 percent of your portfolio
Actually 1.2 million is the number of shares so that would be about $500 million lol
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $1M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Amy Lea Kohlert is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks, i did a quick web search and i found Sharon, i hope she responds to my mail.
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 Grace Miller for helping me achieve this
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Invest judiciously, keep a stop loss figure. Shuffle between debt and equity wherever the ratio goes too off your target. As for the target, I recommend a Ratio like this Debt % should be equal to your age in years. If you are 20, debt is 20%, reset in equity. If the market falls or rises drastically, your debt % will change, which you should rebalance to 20% and bring back equity to 80%. Thus you would have bought low or booked profit depending on if it was a crash or a bull run.
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of $880k within 16-months from an initially stagnant Portfolio.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. 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?
‘’Marisa Michelle Litwinsky’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
I've been watching your video for over 3 years now. yours is one of the few YT channel that has remained informative, no BS channel, no fear mongering click baits, etc. I really appreciate it. Thanks!
Joseph, give us your thoughts on ASML
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@WilmaHochmuth Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.
@WilmaHochmuth *MARGARET MOLLI ALVEY* her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy
BOTS
27:43 I think you got it wrong there. These filings aren’t updated till the reported date. So in this case it’s just for Sep 30.
Exactly Dorsey nailed applovin
Yes his reported price was $130.55.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Grace Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Joseph, I walked into Starbucks and said “I own this company (I have 1 share of stock)”, and they gave me free drink 😌☕️💰
Actually sick if true
please I Wana know if this is true or not?
No one believes you
Solid return on investment!
Bs story
32:10 other way around, right? He bought Microsoft.
Absolutely
I completely agree about McCormick. Personally, I also try to look for more affordable spice options since prices have gone up, and I tend to avoid McCormick for that reason.
ASML Holding theory seems logical, a good time to take a position.
There are political concerns around the capacity of asml to keep selling some machines in china
I thought you said ASMR
Trump is gonna tariff the s*** out of china and possibly Europe, so ASML seems very risky despite their seemingly monopoly in EUV machines production ✌️
@@francescoonorato465there are not. ASML can keep selling previous machines to china. No concerns nothing new
I also bought a small position. They do have a monopoly in EUV lithography
I'm sure Bill Ackman is thrilled that Joseph Carlson called him a "decent investor". Wow!
Decent! 😂
I expect makes a lot in management fees! What’s his performance like 😮
There's only about 10 super investors out of a hundred I would say that about.
@@JosephCarlsonAfterHours We love you Joseph I know I give you a hard time though but we love you!
@@JosephCarlsonAfterHours Not sure why u disagreed with the PayPal buy..It's been on a tear .
As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Jason Lunvo Rodriguez insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
he mostly interacts on Telegrams, using the user-name
@jasonrodrigueztrades
So nice to see Jason Lunvo Rodriguez about here,his good works are speaking already, and like wide fire he's spreading.
thanks for sharing mate, needed the information.
What impresses me most about lunvo is how well he explains basic concept of winning before actually letting you use he trade signals. This goes a long way to ensure winning trades.
Joseph- could you show an annual chart performance for each of these funds please
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
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 ‘’Eleanor Bonnici Deskin’’ for about two 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 her up, and I have sent her an email. I hope she gets back to me soon.
5:43 I dont think Buffet needs to give approval for this sort of small buys. Back in the days he already said his investment managers act autonomously and they are only talking to make sure that one doesnt know anything that the other might have overseen.
Let's go! It's tough to find value buys in this climate
If Trump lowers corporate taxes again in 2025 than these prices will be cheap
❤Nancy just purchased shares of KSS😊
POOL is luxury company. Its not a company that does well in a downturn. They have no moat. Anyone can do much if what they do.
I dont understand Sirius XM, Most people now listen to You tube in their car...
Im a simple man Stocks goes up i buy, Stocks goes nowhere i buy, Stocks go down i buy.
I hope you are young... in your 20s. 30s at the oldest. ❤
@@bpb5541 Why you tryna smash?
@@joegeezly9613 no of course not... Just trying to warn. I think anyone over 40 years old can't afford to lose half of their portfolio value from the crash that is soon to be here. Now if you are younger than 40... you should buy more and more and more and more. That is what I meant. :).
@@bpb5541 lol yes of course, I’m only kidding 😆
BN is my largest holding by far - 18 time price to cash flow for cash flows projected to grow at 15%- 20% annually for the next five years is very compelling
I'm DCAing into it rn.
Teşekkürler.
Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 632k in the space of a few months... I'm especially grateful to Harry's Dent., whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
He mostly interacts on Telegrams, using the user-name,
@HarrysDent.
I checked the name online and was able to find him, thanks.
The internet is filled with so many useful information about Harry s Dent crypto….
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Harry’s Dent insights.
Can you cover once Stanley Druckenmiler
I would recommend looking at Paul Tudor Jones as well. He’s one of those voices that you don’t hear from very much but when he speaks, the markets listen.
THANKYOU I especially enjoy listening to "WHAT THE SUPER INVESTORS ARE DOING",..LOVE THIS,....
For those moving cash from money market to other assets given the Fed pivot, what are some income-producing assets (not physical real estate) that you are prioritizing over the next year to offset your loss in income?
Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as well.
Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.
This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
I could really use the expertise of this advsors
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thx, that’s brilliant update, I love it 🥰
!!Elon Musk has played a major role in the campaign, especially in sectors like energy and automotive. With Trump winning, there's uncertainty, as the market has been full of surprises. It's wise to follow professional advice.
already, I can see wild swings in the market due to the trump win. I am really confused on how I can make gains on my $500,000 on these market movements without any loss to my money.
Agreed, I'm in line with having an advisor oversee my day-to-day investing because my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well-diversified and has just 5X'd in 5 years, summing up nearly $2.7M as of today.
Adriana katherine holds the credit of being crucial about the mrkt and also a knowledgeable to be proud of
The market will always undergo changes and various challenges, so if you want fo reach your goals , you have to be really focused and do your due diligence. Also having a financial consultant like Adriana
I'm a truck driver. I remember giving adriana Katherine my first $20,000 in savings and she opened a brokerage account for me. It turned out to be the best thing that ever happened to me. I now own 10 trucks in Puerto Rico
0:32 list of investors whom you should not follow to make your investments. Great video but never copy their portfolio stocks.
Hi Joseph. Thanks for the video. It really is very helpful to see what the big names are investing into (and getting out of). Keep up the good work
thank you for yet another reasonable view of what other big investors do !
Should Stan Druckenmiller, Seth Klarman, and Howard Marks be considered top 10 investors?
In my area, having a pool makes it harder to sell a home.
We bought our house because it had a pool. The kids loved it while growing up. Priceless memories!
Been waiting 4 days for this notification! 🤪😂
💦💦💦
Thoughts on Visa going forward? I know you say it's a compounding machine, but the gains look kinda dicey the last year and recently. Should I add it to the portfolio?
Hey Joseph! Would love to see you do a deeper dive into BN. Majority of these super investors are holding it or adding to their positions. I recently started watching Daniel Pronk’s videos about it and started my position about 3 months ago. Have you considered adding it? Or is it kinda like GE where it’s too complicated of a business ?
I've been researching Brookfield recently. I like what I see so far.
BN is kind of a sleeper, but it performs very well. I’ve been impressed📈😁
Look at their preferred shares BPYPN/PM Trading at 50% discount today with face value at $25 paying great yields while you wait.
As always - thanks for shedding light on threes super investors and their investment.
Thanks Joe! You are awesome!
Great video thank you. Very detailed and insightful.
Where can i see these updates about superinvestors and the change in their portfolios? Is there a particular site that anyone can recommend?
Our pool construction started today. Took out some gains to pay in cash. Lmao buffet is genius.
Just subscribed to both your YT channel and Patreon! I rarely subscribe to anything but I really like how you simplify things for someone like me to understand. I’m an Active Service Member so I’m on a fixed income. Every dollar is accounted for. But April 2026, my first car will be fully paid and that will free up about $500/month. I hope to find a side gig when I get back home from deployment. Uber, Lyft, etc. I’d love to work as a server again but that’ll require me to ask my Commander for permission. Unfortunate. But I’m very excited to learn and grow along side you brotha! Lastly, thank you for your being very transparent and genuine.
Great content! Which website do you use the get the information of buying and selling of the gurus?
Now the market has already run up, what etf you would suggest for growth and dividend for monthly contributions?
Hi, what program do you use to look at these portfolio changes over time?
He uses m1 finance and has a program that he made as well. Check his links.
Valuesider
Datorama is a great free one to see superinvestors
Great analysis as always
Can you include Stan Druckenmiller in your next review? Thanks
He can't, he won't understand a guy that is humble, admittedly uses TA and gets in and out of positions after a good gain or to cut a loss.
A guy that has had no negative returns ever on a natural year.
Simply put, the best of the best playing in another league. You better check the recent interview by the Norwegian Fund manager - pure gold
I think Druckenmiller should be in the goat conversation.
Also one holding I don't see in these portfolios, NVDA.
They're super investors for a reason..
missed opportunity, plain & simple
@@sam-r7wwhat exactly is the reason?
How do you view this data?
Thoughts on ADBE? Down year to date and seems to be adapting to the AI movement.
BN is crazy cheap and nobody knows it. Let me explain. They own 72% of their asset management business. 25% of that business trades under the ticker BAM. BAM's market cap is $23B. But again, that's only 25% of that entire business. So it stands to follow that the entire business is worth about $92B. So then, what is 72% of that value, since BN owns that? $66B. But BN's entire market cap is $85B. So is the rest of BN really only worth $19B? No, it's worth multiples more than that. Even if we assume that BAM is overpriced by, say, 30%, it still is a massive mispricing for BN. This is because BN is complicated for people to dissect. But BN has entered into a deal to make the ticker BAM account for 100% of the business, and then for BN to take on 72% of those shares. This will make it far easier for the market to see the value that BN holds.
Also, BN is moving headquarters to NY so they can qualify for inclusion in the biggest US indexes. The liquidity that will add is massive.
Would love your thoughts on Autodesk
Just curious… what website do you use to view the investors portfolio?
I would like to know why they don't own Nvidia or Taiwan or Palantir???
They dont buy into hype
Because at their level of wealth it’s not about necessarily growing it at insane rates with gambles. It’s about not having a year where you lose so much that you fall behind compared to other big funds and the index. They been doing this through many bull markets and busts
Joseph, I'm curious to know your qualms about Pat Dorsey holding PAYPAL 28:58?
Domino's looks like a food based autozone. I don't care for the company but the stock price management is respectable.
TCI weights on that website are wrong and they also own Aena, Airbus, Cellnex, Safran and Vinci (14 names in total) - loving the show, keep it up!
What are you using to see the fund holdings?
Valuesider free website
What software did you use to track buffets portfolio
You are awesome. I’m thinking about joining your Patreon, but I have so little time with my business. Please say “has RUN” not “has ran.” Otherwise perfect UA-cam channel!😊🎉
Great video. These trades are for 3q2024. So activity is from July-September. None of these trades happened within the past few weeks.
Love what you do man
Maybe the Buffett stamp is no longer valid as it used to be.
Consider Ulta, this is the first time seeing him buy a company then selling immediately in the next quarter. The buffett stamp used to be in companies that he holds for years and years, but now it’s nothing.
he did that with tsm as well
Hi, thanks for always good information. Where ican find what exactly in those big investors portfolio are?
What do you think about Stanley Druckenmiller? He's famous among Korean investors and UA-camrs (I'm Korean), but not among US investors. So curious
He has been popping up on my feed more and more as well lately! Do you have any recommendations to watch/read of him? Would love to get to know him a little better as well (I'm Dutch)
He is famous in Korea bcuz everybody likes his last name and they can identify with it.
They also love Jacky Chan movie “Drunken Monk”.
Anything that has “Drink or drunken”, they love it.
Is this true? LoL
Stanley best trade to me is shorting bonds. New administration will change things and every change typically is not free and need $. With the country already in deficit. US will need issue more bonds which they already did alot. So it will rise yields further.
"Never overlevers" followed by "Apple used to be 40% of his entire portfolio" Cmon man!
Great. I love your longer types of videos!
Saying it was a mistake for selling some before it went up more is simply nonsense.
Buffett himself said it was a mistake to sell Apple during that time period in a shareholder meeting.
Most private label brands are now made from badia in the spice game. Good move. Also barrier to entry in the spice market is close to none
Why do they not own costco?
A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist?
Joseph, great Channel and amazing episode as always. I'm wondering if this episode is a little too early after the election? The decisions you're talking about today were made well before the results of the election, so things have changed pretty significantly. Wondering how different things will be in 3 months when you see the next filings?
He'll have another upload every few weeks and he uploads two to three times a week. As the market changes, help have a video for it
Love these videos. Thanks Joseph.
Joseph, thanks for the video. Y do u think investment in PayPal is questionable? Think that's the only company called out as questionable company, in the entire list of super investor companies you have covered.
What’s the software here or the website?
I got rid of apple 3 years ago it was a good pick for a long time, but it's overpriced, and the company isn't doing enough to rise above that
28:30 doesn't it say 130 on the right side
Those that FOMOed into ULTA are now selling to buy Domino's and Pool.
Most FOMOed is still holding the bag. The gap is still there
@providencez9496 Same with those that FOMOed Occidental (whose price is now looking attractive)
Joseph I think you should give Ally another look. The value prop of Ally is that they don't have the same overhead as a traditional brick and mortar bank, and they've also benefitted from the used car market and new car prices being sky high. They've also beaten on EPS the entirety of 2024, when its arguably been the trickiest it's ever been to lend.
Babe wake up! Joseph posted a video without AI voice!
Lol
Pat Dorsey also added to his position in Sprout Social
Hey Joseph - can you incorporate super investors' holdings into Qualtrim?
What is the name of site Joseph is using for individual graphs of tickers sizes in F13 filing? It is not Qualtrim, the other one.
Valuesider
Not my first time saying this, but isn't ASML a good pick and buy for you? A better monopoly than this on arguably the most important sector of the near/medium term future is unfindable
34:08 That's why I love Burry 😂
Well China will do more stimulus, and will go in-ward with Trump. Maybe he's right.
Did you buy Oatly?