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I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
I have a female advisor named Sharon Ann Meny . I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
I just turned 46 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $200k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.
Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.
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 ‘’Judith Lynn Staufer’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. 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 $275k to $850k despite inflation.
My CFA ‘Grace Adams Cook’ , 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.
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I live off dividends and it can definitely improve your wealth if you reinvest them to buy more shares, creating a snowball effect that allows your investments to compound over time. It's one of the most passive and effective ways to build an income stream. Steady growth can be truly inspiring! Seeking best possible ways to grow $500k into $1m+ before retirement in 5 years
Your allocation seems well-diversified. To take it to the next level, explore dollar-cost averaging and dividend reinvestment. However, it's essential to consult with a financial advisor to create a tailored plan aligned with your unique goals, risk tolerance, and retirement timeline.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!
Your strategy is a perfect example of a solid plan! Combining dividend stocks with a buy-and-hold approach sets you up for success.it's clear you've done your research. Yet, I still think consulting with expert advisors can take your success to the next level. They can offer valuable insights, help you mitigate risks, and optimize your strategy for even greater returns.
I agree, though some doubt financial advisors. Mine has delivered, growing my portfolio by over $1 million for the past decade through savvy diversification. Financial security is my goal, and I'm pleased with my results.
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.
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. I invest in the market, but never put all my money in market.
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
I can only speak from my experience when I advise seeking professional advice. It looks like a smart bet if you don't know where to get an experienced one, but if you don't know anything about the market.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??
I have a female advisor named Stacy Lynn Staples. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires
As a beginner investor, it's essential for you to have a mentor to keep you accountable. Gillian Sara sheeran is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
Same here all thanks to Gillian Sara sheeran, she has always been there to guide me through with detailed analysis and recommendations that I wouldn't have access to otherwise.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Amy Desiree Irish is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
Carol Vivian Constable 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.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years
Agreed, the issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand encounter, my portfolio has yielded over 330%, since covid-outbreak to date, summing up nearly $1m.
I have a female advisor named Camilla Marie Fuller. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
Cora has been managing my investment. All I do is sit at home and make withdrawals every week without any knowledge of trading. She does everything by herself
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...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.,
@@ThamaraSchlossarek 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*
Most times it amazes me greatly the way I move from an average lifestyle to earning over $25k per week, utter shock is the word, I have understood a lot in the past few years to doubt that opportunities abound in the financial markets, The only thing is to know where to focus
I’m pretty young and just started my portfolio with around $80K. Dividends drew me in right away! Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or whenever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
@@Markjohnson09 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
Finding financial advisors like Marisa Michelle Litwinsky who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@@Markjohnson09 Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
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 Brooke Miller for helping me achieve this
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
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
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 ‘’Amy Marie Wicker’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks, I just googled her full name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
‘’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.
I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I can vouch for that. For many years equities and some fixed-income assets have produced yields needed to provide solid income for financial needs, the importance of mitigating risks could be why investors are turning towards advisors for guidance
Agreed, I've always delegated my excesses to an advisor, since suffering major portfolio loss early 2020, amid covid outbreak. I'm now semi-retired and only work 7.5 hours a week, with barely 25% short of my $1m retirement goal after subsequent investments to date.
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 ‘’Teresa L. Athas’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks, I just googled her full name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
TRUDY ELIZABETH STOUFFER is my trade analyst, She has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I'm making over $100k a year, and I've never invested before but do have a substantial cash saving. I'm thinking about starting a Solo 401(k), but I'm stuck on what to invest in. I've watched a lot of beginner videos, but I still don't know the best way to start. Any real-life advice or tips would be really helpful.
I believe every Investor should start with ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.
You don't need to find the next NVDA to succeed in investing. Just choose top-notch ETFs and partner with a financial advisor like I did. I turned $100k into $53,000 in annual dividends-a significant milestone for me today.
Melissa Elise Robinson is the licensed advisor I use and im 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 started investing in 2020. I’m a police officer who worked night shift and during Covid it got slow with less people on the streets. I began by investing about 20k. I’m now at 120k. I focus mainly on dividend stocks like arcc and epd to name a couple. My goal is to have a million dollars in the account by the time I retire in 13 years.
I also am retired LEO. Make sure your money is in a ROTH and not a traditional IRA. If you have a pension benefit your tax rate will never go down. Ao you are better off paying the tax now and let the money grow tax free
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to michelle sule
Honestly, this situation makes me feel uneasy, especially with the possibility of a depression rather than just a recession. Given the economic uncertainty, I'm unsure about how to approach my $130K investment strategy.
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.
Started watching this channel a year ago. I liquidated a lot of stuff, now I have 83k in SCHD right now. I plan on getting to 100k then I’ll start acquiring other ETFs. 100k was my goal and I’m almost there.
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 Brooke Miller.
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’m 53 and have about $225k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at dividend paying stocks instead?
after studying the trajectory of great assets like real estate, dividend paying stocks and gold, my conclusion is to buy and invest in what you can afford today! working with a license financial specialist can certainly help
Agreed, I'm in line with having a fudiciary oversee my day-to-day investing, cos my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well diversified and has just 5X in 5 years, summing up nearly $1m as of today.
@@beautifulpeopleonearth I've worked in real estate for over 25 years and have neglected a major stock portfolio, however I need a different plan now.. mind if I look up the professional guiding you please?
Katherine Nance Dietz is the licensed advisor I use. Just google the name and you’d find necessary details. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
Best thing anyone can do with this info is to make sure they start to try new things cause they could profit greatly from it for example the market but then again it isn’t that easy. Could anyone drop pointer to help out
Well Honestly I would advice you the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
On my end I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was guidance from an expert who truly understood the market.
Interesting, I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
Well Nancy Magaret Delony is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Can’t lie This is mind blowing indeed the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
I've got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
Having SCHD and JEPQ are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a CFA can help streamline your strategy.
@SlowrideHome91 Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.
I would consider some structured financial products, such as Snowball, which can provide better income opportunities in market fluctuations. Snowealth can not only make profits when the market rises, but also bring income through reasonable settings when the market falls, and some products also provide capital protection mechanisms, so that you can control risks while pursuing growth.
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 Thomas Lucia insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
I enjoy investing in closed-end funds that offer monthly dividends. The key strategy is to hold these investments long-term while reinvesting the monthly dividends and purchasing additional shares whenever possible. This approach is convenient because closed-end funds are traded on the stock market like regular stocks. Following this strategy could build a portfolio that generates between $50,000 to $70,000 in dividend income.
I agree because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.
You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.
My CFA ‘Grace Adams Cook’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I just reached 100k this week. Took me 4 years to reach 100k. I started saving and investing in November of 2020. It’s been a huge sacrifice but it’s worth every penny saved.
Hey buddy! Don't be seduced by large dividends. Concentrate on total return. There is no sense in collecting large dividends if your overall investment is going down however I’d say SPYI, JEPQ, QQI and IWMI. But do your research. Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made a huge break through with 200k. 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
I love Jennifer, I was in a conference in Connecticut where she spoke to the people, very sound human being, there is always this charm with smart, calm and ambitions women
I would consider some structured financial products, such as Snowball, which can provide better income opportunities in market fluctuations. Snowealth can not only make profits when the market rises, but also bring income through reasonable settings when the market falls, and some products also provide capital protection mechanisms, so that you can control risks while pursuing growth.
Im 23, degree holder with a main job and some small side hustle, my net worth is 110k (malaysian currency, our fresh grad pay here is around 65k of our local currency so money works pretty similar to usd in terms of numbers) 15k total on 2 different mutual funds 50k on my country’s main bank (gives 6% return of dividends) 21k on a type of high rate fixed deposit (around 4.5% pa) (im aware americans have higher % FD but the general fd in my country are 3.5%) And around 25k cash on hand waiting for my next investment Any advice for me? I generally dont buy expensive products except the weekend splurge with my girlfriend or during bdays where i spend a few hundred on a gift. I live with my parents too so i pretty much only have to pay for my own lunch (in asian culture, we usually stay with our parents even until after marriage for some of us). My goal is to retire at age 40, own my own house (1.2m ish) and have a passive income of 7k/ month
Can you do a video about how you build out your forecasting charts? I have a similar chart but my numbers don't quite match your forecasting. Specifically when it comes to dividend CAGR.
This is complete nonsense. Having more dividends is always better, but there is no "multiplier" or better rate you get for having more. Follow real investors, not these goo goo ga ga joker
@@87skr66 The video is garbage. There is no different "multiplier" or "328% faster" anything. The scaling of dividends is the same no matter how much you put in.
My portfolio is sitting at around 25-30k but I feel like it hasn’t grown really in 2 years+. It’s part of the reason why I’m shifting my focus to dividends I’d rather get 5-6% guaranteed than whatever I’m getting now
I'm curious, for someone with less than $150K to invest, how would you recommend we enter the market? I am open to study some traders and copy their strategy rather than investing myself and losing money emotionally. What's your take on this approach?
Investing in stocks can be wise with a reliable trading system. Focus on learning when to buy and sell to minimize losses and maximize profits, but financial advisors have a lot more knowledge and expertise in this area.
You're right! In light of individual experience working with a financial adviser, I presently have over $1m in a very much enhanced portfolio that has encountered dramatic development, you also need to be knowledgeable, persistent, and have strong hands to support your investment
I've stuck with the popularly ‘’Monica Shawn Marti” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, I agree with her.
Very nice job covering the basics. I am sharing this not to brag but to show what’s possible. I’m retired and I have 2 separate portfolios. One is a long term growth dividend portfolio of stocks where i sell covered calls strategically and my 2nd portfolio is the Crypto trading strategy where its all about income. This year I am on pace to make $120K in realized options profits and around $730K in crypto profit... What is great is that my long-term portfolio is still up significantly as well. As such, it’s possible to generate excellent income but still have a total return perspective. ...Amidst this, the insights of a knowledgeable guide like that of Donna Mikalonis can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
There is no any particular setup to achieve dollar cost averaging, DCA only mean you consistently invest every day, or week, or a month. Investing when market is high and investing when it's low just being consistent so your buy price averages out giving you more shares for your dollar
You chose an amount you want to invest every month or weekly or bi weekly and keep doing it for decades that's dollar cost averaging because your buying regardless of the stock price you buy with the amount you chose to invest with. If the price is higher you just buy less when it drops your able to buy more. Simple.
Great video. As a long term holder and trader we don't care much about current price. As a trader looking to buy when oversold and sell when overbought, the weekly and 2 week charts are showing us we're oversold and it's a great time to buy more. Price on 2 wk bouncing off a rising 40 Ma. The stochastic RSI on both charts is way oversold. Translation, great time to buy. Thx again for the different ways / perspectives / lenses to look at BTC's potential. BTC is the ultimate disruptor.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin.....I'm especially grateful to Byung Williams whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
These figures are inflation-adjusted. As for taxes, you can watch this video to learn how to avoid them. ua-cam.com/video/bl_MLicjeGw/v-deo.htmlsi=86OCRQZHxbbRK2C9
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
- 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 ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
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I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
Who is this person guiding you and how can i reach he/she?
I have a female advisor named Sharon Ann Meny . I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I just turned 46 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $200k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.
Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.
Hello, I'm interested in trying this out. Who is your FA, I'm gasping for breath. Have been doing things myself but it's clearly not working
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 ‘’Judith Lynn Staufer’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. 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 $275k to $850k despite inflation.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you
Credits goes to ‘Grace Adams Cook’ one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
My CFA ‘Grace Adams Cook’ , 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.
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I live off dividends and it can definitely improve your wealth if you reinvest them to buy more shares, creating a snowball effect that allows your investments to compound over time. It's one of the most passive and effective ways to build an income stream. Steady growth can be truly inspiring! Seeking best possible ways to grow $500k into $1m+ before retirement in 5 years
Your allocation seems well-diversified. To take it to the next level, explore dollar-cost averaging and dividend reinvestment. However, it's essential to consult with a financial advisor to create a tailored plan aligned with your unique goals, risk tolerance, and retirement timeline.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Dividend investing is my jam! I'm building wealth with a buy-and-hold strategy in my Roth account, featuring rockstars like Berkshire B stock, SCHD, and S&P 500 and total market ETFs. My taxable account is also getting in on the action, generating regular income through dividend-paying stocks. It's a winning combo that's helping me achieve my financial dreams!
Your strategy is a perfect example of a solid plan! Combining dividend stocks with a buy-and-hold approach sets you up for success.it's clear you've done your research. Yet, I still think consulting with expert advisors can take your success to the next level. They can offer valuable insights, help you mitigate risks, and optimize your strategy for even greater returns.
I agree, though some doubt financial advisors. Mine has delivered, growing my portfolio by over $1 million for the past decade through savvy diversification. Financial security is my goal, and I'm pleased with my results.
Could you recommend your financial advisor? I am seeking professional guide
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.
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. I invest in the market, but never put all my money in market.
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
I can only speak from my experience when I advise seeking professional advice. It looks like a smart bet if you don't know where to get an experienced one, but if you don't know anything about the market.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??
I have a female advisor named Stacy Lynn Staples. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires
Investing and trading now will be the wisest thing to do especially with the current economic fluctuation and inflations.
That's awesome!!! I know nothing about investment and I'm keen on getting started. What are your strategies?
As a beginner investor, it's essential for you to have a mentor to keep you accountable. Gillian Sara sheeran is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
Same here all thanks to Gillian Sara sheeran, she has always been there to guide me through with detailed analysis and recommendations that I wouldn't have access to otherwise.
She is considered a key Crypto Strategist with one of the best copy Trading Portfolios and also very active in the cryptocurrency space.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Amy Desiree Irish is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I just checked her out on google and I have sent her an email. I hope she gets back to me soon.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
Carol Vivian Constable 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.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years
those are all dividend stocks not growth... you should have rotated into those after you hit the 1 mill, just seek advisor guidance
Agreed, the issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand encounter, my portfolio has yielded over 330%, since covid-outbreak to date, summing up nearly $1m.
this is quite huge! would you mind revealing info of your advisor here please? in dire need of portfolio rebalancing
I have a female advisor named Camilla Marie Fuller. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
I'm thinking of getting into investing but feel a bit lost and confused. Any friendly advice or contacts you recommend for guidance?
It's a wise idea to seek expert advice when you're setting up an investment portfolio because it can be a bit complicated.
Getting advice & guidance from financial experts like Cora James to adjust your investment is a wise move.
So you guys also familiar with her? Whoa! She is amazing and the reason my spouse and I possess our own home and car
Cora has been managing my investment. All I do is sit at home and make withdrawals every week without any knowledge of trading. She does everything by herself
Cora James stands out because she keeps it real. Unlike some brokers with unrealistic goals, she delivers on what she promises.
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...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.,
@@ThamaraSchlossarek 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*
@@IbrahimIsabella-00 Oh please I’d love that. Thanks!
@@ThamaraSchlossarek *MARGARET MOLLI ALVEY*
Lookup with her name on the webpage
Most times it amazes me greatly the way I move from an average lifestyle to earning over $25k per week, utter shock is the word, I have understood a lot in the past few years to doubt that opportunities abound in the financial markets, The only thing is to know where to focus
25k a week? Amazing! how did you get started?
I signed up for a 1-on-1 trading session. It's like copy trading, but with personalized guidance.
the session was secure and a supportive way to improve your trading skills while earning, the best part is there's no upfront payment required at all
Honestly I really need help learning to trade. Seeing my portfolio low makes me very sad.
I suggest consulting with Chloe Gullman for guidance, This way you can get strategies designed to address your unique long/short-term goals
I’m pretty young and just started my portfolio with around $80K. Dividends drew me in right away! Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs
It's wise to seek expert assistance when beginning your financial portfolio. market is volatile, so professional guidance is so important..
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Hey friend, How can I work with your Fiduciary?
Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
*Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or whenever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
@@Markjohnson09 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
Finding financial advisors like Marisa Michelle Litwinsky who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@@Markjohnson09 Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
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 Brooke Miller for helping me achieve this
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 $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Brooke 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
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
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 ‘’Amy Marie Wicker’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks, I just googled her full name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
‘’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.
I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Absolutely, investment is key to maintaining financial stability. For me, stock investment stands out due to its liquidity and diversification.
I can vouch for that. For many years equities and some fixed-income assets have produced yields needed to provide solid income for financial needs, the importance of mitigating risks could be why investors are turning towards advisors for guidance
Agreed, I've always delegated my excesses to an advisor, since suffering major portfolio loss early 2020, amid covid outbreak. I'm now semi-retired and only work 7.5 hours a week, with barely 25% short of my $1m retirement goal after subsequent investments to date.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
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 ‘’Teresa L. Athas’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks, I just googled her full name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
TRUDY ELIZABETH STOUFFER is my trade analyst, She has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
Thanks a lot for this recommendation. I just looked her up on google, and I have sent her an email. I hope she gets back to me soon.
I'm making over $100k a year, and I've never invested before but do have a substantial cash saving. I'm thinking about starting a Solo 401(k), but I'm stuck on what to invest in. I've watched a lot of beginner videos, but I still don't know the best way to start. Any real-life advice or tips would be really helpful.
I believe every Investor should start with ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.
You don't need to find the next NVDA to succeed in investing. Just choose top-notch ETFs and partner with a financial advisor like I did. I turned $100k into $53,000 in annual dividends-a significant milestone for me today.
I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.
Melissa Elise Robinson is the licensed advisor I use and im 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.
I started investing in 2020. I’m a police officer who worked night shift and during Covid it got slow with less people on the streets. I began by investing about 20k. I’m now at 120k. I focus mainly on dividend stocks like arcc and epd to name a couple. My goal is to have a million dollars in the account by the time I retire in 13 years.
I also am retired LEO. Make sure your money is in a ROTH and not a traditional IRA. If you have a pension benefit your tax rate will never go down. Ao you are better off paying the tax now and let the money grow tax free
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
May I know the name of the advsor who has been assisting you, please?
She's known as ‘Sonia Nunes Demelo’. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!
Wow you give me hope
Am 49..am From norway…
Please how's that possible, I'm curious
Please how do i go about it, am still a newbie on investment trading and how can I make profit?...
.
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to michelle sule
Honestly, this situation makes me feel uneasy, especially with the possibility of a depression rather than just a recession. Given the economic uncertainty, I'm unsure about how to approach my $130K investment strategy.
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 Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
Started watching this channel a year ago. I liquidated a lot of stuff, now I have 83k in SCHD right now. I plan on getting to 100k then I’ll start acquiring other ETFs. 100k was my goal and I’m almost there.
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 Brooke Miller.
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Brooke 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
she's mostly on Instagrams, using the user name
FXMILLER 17 💯.. that's it
I’m 53 and have about $225k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at dividend paying stocks instead?
after studying the trajectory of great assets like real estate, dividend paying stocks and gold, my conclusion is to buy and invest in what you can afford today! working with a license financial specialist can certainly help
Agreed, I'm in line with having a fudiciary oversee my day-to-day investing, cos my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well diversified and has just 5X in 5 years, summing up nearly $1m as of today.
@@beautifulpeopleonearth I've worked in real estate for over 25 years and have neglected a major stock portfolio, however I need a different plan now.. mind if I look up the professional guiding you please?
Katherine Nance Dietz is the licensed advisor I use. Just google the name and you’d find necessary details. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
Best thing anyone can do with this info is to make sure they start to try new things cause they could profit greatly from it for example the market but then again it isn’t that easy. Could anyone drop pointer to help out
Well Honestly I would advice you the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
On my end I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was guidance from an expert who truly understood the market.
Interesting, I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
Well Nancy Magaret Delony is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Can’t lie This is mind blowing indeed the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Catherine Gauthier 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've got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
Having SCHD and JEPQ are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a CFA can help streamline your strategy.
@SlowrideHome91 Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.
Thanks for the lead. I just searched Victoria by her full name and easily spotted her page, very professional.
I would consider some structured financial products, such as Snowball, which can provide better income opportunities in market fluctuations. Snowealth can not only make profits when the market rises, but also bring income through reasonable settings when the market falls, and some products also provide capital protection mechanisms, so that you can control risks while pursuing growth.
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 Thomas Lucia insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
Please educate me, I've come across this before. How can I get to him please?
He's mostly on Telegrams, using the user name..
CryptospaceLLC ✅
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
Best signal provider in the market. Knowledgeable, level headed no loss like some other traders
I enjoy investing in closed-end funds that offer monthly dividends. The key strategy is to hold these investments long-term while reinvesting the monthly dividends and purchasing additional shares whenever possible. This approach is convenient because closed-end funds are traded on the stock market like regular stocks. Following this strategy could build a portfolio that generates between $50,000 to $70,000 in dividend income.
I agree because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.
You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.
That's quite impressive! Can you share more information about your financial advisor?
My CFA ‘Grace Adams Cook’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I just reached 100k this week. Took me 4 years to reach 100k. I started saving and investing in November of 2020. It’s been a huge sacrifice but it’s worth every penny saved.
Im halfway through the 100k mark 😊 hopefully it works well
Thanks!
I have a lump sum in my possession, what about aggressive dividends etf to hold now
Hey buddy! Don't be seduced by large dividends. Concentrate on total return. There is no sense in collecting large dividends if your overall investment is going down however I’d say SPYI, JEPQ, QQI and IWMI. But do your research.
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made a huge break through with 200k. 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
I already added VOO and QQQM, can you share this firm with me
Yeah, Jennifer Kristie Taylor use her name to look her up
I love Jennifer, I was in a conference in Connecticut where she spoke to the people, very sound human being, there is always this charm with smart, calm and ambitions women
@@georgechang-q6hIgnore the bait to move your money to a particular investment advisor mentioned in a UA-cam comment. That should be a red flag.
Would this work if I invested 100k now or would it have to sit an build over time to work the same way?
It would work yes. The build up has nothing to do with it.
@@martinboumans thats great! Thanks for the info
I would consider some structured financial products, such as Snowball, which can provide better income opportunities in market fluctuations. Snowealth can not only make profits when the market rises, but also bring income through reasonable settings when the market falls, and some products also provide capital protection mechanisms, so that you can control risks while pursuing growth.
Im 23, degree holder with a main job and some small side hustle, my net worth is 110k (malaysian currency, our fresh grad pay here is around 65k of our local currency so money works pretty similar to usd in terms of numbers)
15k total on 2 different mutual funds
50k on my country’s main bank (gives 6% return of dividends)
21k on a type of high rate fixed deposit (around 4.5% pa) (im aware americans have higher % FD but the general fd in my country are 3.5%)
And around 25k cash on hand waiting for my next investment
Any advice for me? I generally dont buy expensive products except the weekend splurge with my girlfriend or during bdays where i spend a few hundred on a gift. I live with my parents too so i pretty much only have to pay for my own lunch (in asian culture, we usually stay with our parents even until after marriage for some of us). My goal is to retire at age 40, own my own house (1.2m ish) and have a passive income of 7k/ month
Can you do a video about how you build out your forecasting charts? I have a similar chart but my numbers don't quite match your forecasting. Specifically when it comes to dividend CAGR.
I love your graphics, what software do you use?
This is complete nonsense. Having more dividends is always better, but there is no "multiplier" or better rate you get for having more. Follow real investors, not these goo goo ga ga joker
You're misleading the audience. You have to invest $10,000 *every* year, not just initially.
Exactly. People need to follow real investors, not these jokers.
He shows that in the video, 10 k is the starting point. Please watch the video before bashing it.😂
@@87skr66 The video is garbage. There is no different "multiplier" or "328% faster" anything. The scaling of dividends is the same no matter how much you put in.
Would love to see where you’re getting a guaranteed 8% per year. S&P was down big in 2022.
S&P 500
@@baileycastro2112 Down 18% in 2022.
My portfolio is sitting at around 25-30k but I feel like it hasn’t grown really in 2 years+. It’s part of the reason why I’m shifting my focus to dividends I’d rather get 5-6% guaranteed than whatever I’m getting now
@@baileycastro2112 S&P was down 18% in 2022.
@@baileycastro2112 S&P was down significantly in 2022.
So everyone says the 100k but what if you in vest 100k in ten differnt high paying dividens does this still work?
As long as you reïnvest the dividends
I'm curious, for someone with less than $150K to invest, how would you recommend we enter the market? I am open to study some traders and copy their strategy rather than investing myself and losing money emotionally. What's your take on this approach?
Investing in stocks can be wise with a reliable trading system. Focus on learning when to buy and sell to minimize losses and maximize profits, but financial advisors have a lot more knowledge and expertise in this area.
You're right! In light of individual experience working with a financial adviser, I presently have over $1m in a very much enhanced portfolio that has encountered dramatic development, you also need to be knowledgeable, persistent, and have strong hands to support your investment
Hope you don't mind if I ask you to recommend this particular professional you use their service?
I've stuck with the popularly ‘’Monica Shawn Marti” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, I agree with her.
Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.
Can you do a video on BITO, I would be curious to see your breakdown of that stock as a dividend stock since it has such high output numbers.
Very nice job covering the basics. I am sharing this not to brag but to show what’s possible. I’m retired and I have 2 separate portfolios. One is a long term growth dividend portfolio of stocks where i sell covered calls strategically and my 2nd portfolio is the Crypto trading strategy where its all about income. This year I am on pace to make $120K in realized options profits and around $730K in crypto profit... What is great is that my long-term portfolio is still up significantly as well. As such, it’s possible to generate excellent income but still have a total return perspective. ...Amidst this, the insights of a knowledgeable guide like that of Donna Mikalonis can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.
she's mostly on Telegrams, using the user name
@DonnaMikalonis.
Donna Mikalonis Crypto knowledge is like a secret recipe for success…
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
investing is like a idle game
I have asked this question in several videos but no one answered. How do I set up dollar cost averaging in a Roth IRA account using a dividend ETF?
DCA is just buying at regular intervals
There is no any particular setup to achieve dollar cost averaging, DCA only mean you consistently invest every day, or week, or a month. Investing when market is high and investing when it's low just being consistent so your buy price averages out giving you more shares for your dollar
If you are using Vanguard or Schwab you can set it up so it automatically buys shares every month or week (which is what DCAing is).
You chose an amount you want to invest every month or weekly or bi weekly and keep doing it for decades that's dollar cost averaging because your buying regardless of the stock price you buy with the amount you chose to invest with. If the price is higher you just buy less when it drops your able to buy more. Simple.
Thanks for the responses.
Great video. As a long term holder and trader we don't care much about current price. As a trader looking to buy when oversold and sell when overbought, the weekly and 2 week charts are showing us we're oversold and it's a great time to buy more. Price on 2 wk bouncing off a rising 40 Ma. The stochastic RSI on both charts is way oversold. Translation, great time to buy. Thx again for the different ways / perspectives / lenses to look at BTC's potential. BTC is the ultimate disruptor.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin.....I'm especially grateful to Byung Williams whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Thank you very much. I'm really fascinated with investing and I'm lucky to have seen your comments. I'll look up and leave a message..👍
Mr Byung is known for his impressive contribution in the crypto space...❤
Alright thanks for the recommendation, but how do I reach him?
My favorite TA man. always on the ball, honest and to the point I like his core analysis, one of the best.
He mostly interacts on Telegrams, using the user-name,
My portfolio value is only 5k 😢
I would recommend choosing stable and growth stocks, investing on a regular basis, and giving it time to grow.
That is exactly what he is pointing to. Investing 10k every year will increase your dividends through compounding 👍
So I should put a one time $10,000 in united healthcare and leave it to grow ?
No mention of inflation. $35K per year in 30 years time won't be very impressive.
The good thing about compounding is that, in later years, you can simply double your income if you hold it for a couple more years.
Did we forget taxes and inflation?????
These figures are inflation-adjusted. As for taxes, you can watch this video to learn how to avoid them.
ua-cam.com/video/bl_MLicjeGw/v-deo.htmlsi=86OCRQZHxbbRK2C9
This should help you answer
ua-cam.com/video/3YttH7JtkP8/v-deo.htmlsi=lJa7eK-_97gkk8om
For the United healthcare you would have to give 10k a year or 10k one time?
The projections are based on a one-time investment of $10,000.
Double check your tables and your math. Your information is very useful, but please double check your work.
Less is better
Your investments work for you as soon as you aquire them. Lol
Sir to do all that you talking about I must us link pinned??
Most comments are bots and spam/scam, video itself is worthless
Repeat, repeat, repeat, some info, repeat…
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.
- 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 ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.