Revealing My Index-Beating Portfolio (Patreon)
Вставка
- Опубліковано 4 чер 2024
- For the full portfolio & the most revealing insights into my investment strategy, head over to: / theswedishinvestor
---
For almost a decade now, I´ve been an index-beating value investor, and for quite some time I’ve been considering how to bring you along on this journey.
By joining me in a more practical, case-by-case, and private setting, I believe you can get yourself a headstart on your path toward financial freedom. Therefore, I’ve decided to launch a Patreon with exclusive content, revealing my full portfolio and all the action that comes with it.
For people like us, who may not have a large inheritance, exceptional athletic or music skills, or anything else that can catapult us instantly into early retirement, stock market investments remain the most reliable way to financial success. All that is needed is a sound intellectual framework and time. The earlier you start and the earlier you develop the required tools for successful stock-picking, the earlier you’ll reach financial freedom, simple as that. What would some extra percentage points in increased performance do for your future wealth? Cutting a couple of decades from your working life is within your reach if that’s your choice.
I started investing on the 6th of August 2013. Since then, my portfolio has returned 19.5% on invested capital Also, keep in mind that this includes my whole investment journey since I purchased my very first stock. I’m optimistic that the cumulative experience gained from a decade in the market and around 100 books on investing will positively impact my results going forward. Finally, the performance has not been achieved through some single big homerun, but rather through the combined effort of many investments and avoidance of any real big misses.
---
DISCLAIMER
The content on this page is for informational and educational purposes only and should not be construed as professional financial advice. All investment strategies and investments involve risk of loss. Any reference to an investment strategy’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit. We do not take responsibility for any financial decisions made with this information as a basis. Always do your own homework & analysis.
---
My goal with this channel is to help you make more money and improve your personal finances. How to become a millionaire? There are many ways to get there - investing in the stock market, becoming a stock trader, doing real estate investing, or why not becoming an entrepreneur? But whether you are interested in how to invest in stocks or investing strategies for creating passive income with rental properties - I hope to be able to provide you with a solution (or at least an idea) here. Warren Buffett - the greatest investor of our time - says that you should fill your mind with competing ideas and then see what makes sense to you. This channel is about filling your mind with those ideas. And in the process - upgrading your money-making toolbox.
Hey guys! It’s been a couple of months since I started to share my full stock market portfolio together with write-ups on all the companies I own. It’s a community meant for those of you who are into stock-picking and appreciate a hands-on and practical approach to learning and growing.
We’re off to a good start, but I can’t help but feel too many were left out. The biggest reason - judging by your comments in this video - seems to be the pricing - and that’s my fault. Many of you have expressed a wish to join, but that $45 is too much. Well, I appreciate your opinion, and now we’re making some changes.
I have lowered the price of the tier called “Complete Portfolio Insight” by almost 30%. In addition, and this part is really exciting, we’re introducing a new tier - “Sneak-Peek”. The new tier is $11 and includes all our Deep Dives - thoroughly written reports of every stock in my portfolio. This tier lets you understand my process and reasoning in great detail so you may take inspiration for your own process and portfolio. So, a great deal of value, but for a much lower price.
Check out the new and updated tiers at Patreon! www.patreon.com/TheSwedishInvestor
Cheers!
How to create a portfolio to beat the index: charge people 500 dollars a year to see it.
Hahahaha
Example Portfolio for +300%: NVIDIA who is +6000% since 2014 and 11 stock who lose 50% or more
Literally can't go tits up!
It is pretty sad how this channel has become another “finfluencer channel”
I’ve never been a Patron, but this was going to be my first. 45 euros a month? This pricing is institutional investor level. I’m guessing most of the viewers here are 18-25 and can’t drop 50 dollars on a subscription that provides the content of a portfolio.
Now, the 90% of people who would’ve become patrons at a 10$ pricepoint will find out the companies in your portfolio for free using when someone shares it.
Patreon is meant to support your favorite creator. This just feels like a way to extract money out of your audience. I would really like to see what is your take-home compared to a 10$ pricing.
If his portfolio was so good he could just sell his analysis strategies to a hedge fund.
Money grab
OR most 18-25 year olds can afford to drop 45 a month of some software because they live at home with no expenses and a full time wage, go figure.
You’d be surprised how many under 25’s have more cash flow than people in their 30’s/40’s….
For a lower price point, I would've subscribed straight away!
he's following casual sellout strategy, "investors" sell couching, IT people who started from memes selling their leetcode shitty solutions as key to getting into FAANG. if you cannot earn with your craft then sell the vision that someone else can D:
Love your videos, love seeing how other people invest in their portfolio, but I'm not paying $45 to see it, respectfully.
One great youTuber shows and talks about his portfolio every week for free. :)
@@Allen_Leigh_Canadawhich ohne?
@@-m7048 I thought he was talking about himself but I looked and he doesn't have any, then I thought me, but there's no way he's referring to me or knows me, so I'm not sure either. Maybe the Jeremy guy
@@EconomicCockroach I would think he meant Joseph Carlson as he is the most transparent youtuber with a largish audience that i know of. He shows his portfolio of investments all the time.
@@michaeldempsey22 oh interesting, worth watching?
coming from a poor country it would be 10% of my salary to join your Patreon
Hi vattenboll3718! I'm sorry if that's the case. We understand that this price is not ideal for everyone. We actually tried to differentiate the price depending on the country that people come from, but Patreon as a platform can't provide that yet. We can't, however, cater to everyone, and for some people this should be a bargain, mostly depending on their current level of income/nest-egg size, and their ambitions for investing.
PS. Are you acutally from a poor country? Your username sounds suspiciously Swedish ;)
@@TheSwedishInvestor I'm from Bosnia but my dad is Swedish :) Not sure what the username means?
@@vattenboll3718 Heh, that makes sense. It means "water ball" :)
Don’t give a UA-camr your money
30-day free trial available?
If you truly had a money making formula, you’d be making money with it and not trying to sell it 😂
Your channel is awesome! I love what you are doing here. You have always delivered great content in an honest and straightforward way. This video seems a sales pitch and a departure from the channel that I have come to love. I hope you are able to stay true to your roots.
Thanks for the promotional video. But I will probably wait for your normal videos which I think are more valuable than an individual's personal portfolio
I agree this guy charging $540 a year to see his investing tips or whatever is ridiculous IMO, 'I've made 20% a year for 10 years blah blah blah' great he made some money in one of the best ever times to invest in the history of the stock market for a retail investor. I will not be handing over my money to some random just because they have picked some stocks over the years that have done well, if I wanted that I would go over to WSBs and jump on the hype train to the moon until it all comes crashing down.
I own individual stocks, ETFs, closed ended funds, a single mutual fund etc., I am very happy to invest in different investment approaches but at the current time this is not one that I will use and I would suggest other people avoid aswell, too many issues with something like this for a regular investor to even touch with a barge pole so to speak.
This guy maybe very good at investing but how can you trust this guy without his portfolio being public, open history of investments, risk management approaches in place that actual fund managers have etc,. The only fund managers I trust with my money are Berkshire, Fundsmith and Pershing Square as of now, at some point in the future I may change my mind or add to that list but they are 3 solid investment companies/ funds that have the investors money in safe hands and I can sleep at night with the money i invest into their investment approaches.
As an aside I also found it quite funny when he said if we don't beat the Dow Jones World Index (that no one uses to compare performance against) we will change our name, instead of saying we will refund your patreon money XD.
Very true. Anyone can look like a genuis in a bull market, let alone the biggest QE fuelled, 0% rate, 0% inflation bull run of all time.
You make 19% per year as claimed, you are in the top .5%. No institutions calling for your services? I wonder why.
It sounds very promising and valuable, but given that this is supposed to help out new investors, it is a hefty price. If you have 5k to invest, $500 a year is like a 10% fee, diminishing practically all the upside, even if 19,5% are still being achieved.
Are the deep dive analyses available immediately, or do they come bit by bit? As a one-time buy, it could be a great thing to see the practical application of all that theoretical knowledge. But for the monthly payment, it's steep if one has less than a good 5 figures to work with.
Dandylion98 cheers for your comment. Regarding the price, a lot of effort is involved in picking stocks the way we do and presenting the material well. Also, the opportunity costs for us are high as well. We know that $45 is not ideal for everyone, but for some people, this should be a bargain price, depending on how much money you have now and your investment ambitions. You can't think of this as a management fee, as we are revealing our portfolio and our investment strategy.
The deep dives will be published continuously. The first one is very nearly done. In the future, they will always be published together with a new investment.
30-day free trial available?
Thanks for the reply! I definitely don't doubt that a lot of work goes into this and generally understand the price point from your perspective. And I agree that it could be a great deal for some people. But yeah, I think for a good chunk of the target audience, it might not check out until deeper into the investment carreer. In any case, thank you for all the great educational free content that you already provided on this platform. You certainly don't owe us this for cheaper or even free. Cheers!
@@Allen_Leigh_Canada HAHHAA
But then I can just buy a ETF, way less fees, its like you are fund but I have to do it myself lol @@TheSwedishInvestor
I'm not a financial/marketing expert but perhaps it would be a good idea to make the price cheaper early on and increase it as the strategy is proven? Right now if we assume that around 80% of your viewers (assumption made based on "Why Some Stocks are Cheap" video) have something like $500 to invest per month, they're much better off just going with S&P500, which doesn't seem to be doing much worse than your portfolio in the 10 year time frame. By reducing the price to something like $10, a far greater portion of your audience could get into the patreon without it being a straight up bad financial decision.
NASDAQ outperforms his portfolio. Stick your money in there.
The strategy is clearly proven because he’s been investing since 2023 - a 10yr performance chart is about as good as anyone could provide. The only fair criticism is whilst they outperform the market there’s a time cost to having to manage your portfolio yourself when you could just pay a far smaller fee to an ETF that’ll manage itself….
People want to beat the market with no extra work, that’s the real issue here. You can beat the market but how much time and energy are you going to have to put into researching companies and making assessments of a good buy price?
@@Spazza42 a random chart isn't proof. Proof would be what users report after ~6mo+ of following the guide.
@@TheNewLooter6 months? That says nothing about a portfolio. 10 years + is what’s interesting, 6 months is just a gamble. What he could have done was provide what buys/sells he has done for the past 10 years to achieve his 19% annualized return.
When I saw monthly I thought it was yearly. I like this channel for books summaries but to build enough credibility as an actuall investor you should have made your portfolio public years ago.
To ilustrate my point:
Guys my portfolio has CAGR of 50% over PAST 20 years, you can see what I have right NOW for 44$ monthly. I read a lot and have a smart friend. Clearly a better deal so... Any takers?
too bad we missed his investing journey in the past 10 years.
For real, let's call a spade a spade as they say, looks like a money grab to me to leach off of two sets of people - 1) uninformed investors 2) Already wealthy people who don't really care about the returns anyway.
If it was more open in terms of performance history, portfolio, lower entry fee, free for a month or something etc., I wouldn't care but it comes across in a very bad way.
Good for you brother! Just wish I would have the oppurtunity to learn more by reading your portfolio, but i understand that this is a business for you and its fair.
I have been enjoying your book summaries. Good luck with the new business. I wish the membership prices were lower.
With that opening, I can't tell if this is parody or real. :)
Regardless, I've been a big fan of your content for the last year, and it has been great stuff! Although i don't like this new turn of direction and think it is a mistake, i hope you keep producing quality material outside the patreon. Thanks!
👌
It goes completely counter to like the majority of his content too which would suggest that the vast majority of people should ignore stuff like this and continue to invest in indexes instead of trying to beat the market.
@wehoongry I don't think the Swedish Investor generally recommends index funds for building wealth.
His videos usually say that investing in a small number of stocks that you researched well is best, without much diversification.
Unless you want a completely hands-off approach, in which case the index fund is better than a managed fund.
But I don't think that's really relevant here, this Patreon (and arguably the entire channel) is for folks who want to do active investing.
@@NobodyInTraining That's a fair point. I'm conflating the purpose of the channel and the Patreon with the advice of some of the books he has reviewed. That being said, I would argue that the majority of his audience is likely still people who SHOULD be investing in index funds, and paying for his patreon would put them in a position he has posed in some of his videos where you blindly follow someone else's portfolio and choices because they tell you they are "beating the market" and you can too. Personally I view selling your market beating portfolio in the current era of finfluencers and the WSB crowd as irresponsible, but of course knowing the free content TSI puts out I'm sure it will be presented as responsibly as possible. Considering all the articles coming out about regulators cracking down on finfluencers, I wish him the best of luck.
I speculate your patreon return is more than your stock investment
@TheSwedishInvestor so I have few questions regarding subscription. First, we get access to your portfolio, fine. Does it make sense to buy all of them right now ? Second, how will you make sure that you keep on giving investment opportunities each month ? as opportunities come at there own pace. Third, in your 10 year journey what is the average frequency of new investment ?
Lots of people complaining, no one is listing the companies on the screenshot for free though. You can tell by the logos, people would just need to pay up or do some research...
PS, Walmart #4?
Dear @TheSwedishInvestor, I am following you since a while and you create always value content, thank you. However before deciding to join your patreon channel, I would like to know how you have calculated the performance of your portfolio. There are different methods, also considering if you start with a fixed sum and let it grows or you make additions every month for 10 years, which time value plays a role. What is your method for calculating performance? Thank you and good luck for your channel, which I appreciate it.
Love your content! Which platform you use to create your videos? I would like to learn how to use it!
Hello Swedish Investor, great content, but as you said yourself your portfolio you got at a great discount. Now if we just blindly buy the same stocks we most probably buy it at best at a fair price and expect somewhat close to market results. Past performance doesn't guarantee that future performance will be as good. So probably for newcomers it would be better to buy something else.
Great content anyway. Good luck in your future endeavours.
From Kazakhstan with love
Great initiative, but the price is a bit more than I can afford. Hopefully in a few months the pricing strategy will change and will aim more at scale rather than at few, wealthy patreons
Agreed! Love these videos, but the price is too big to for me to be able to sink my teeth into for now.
Make your own portfolio.. never understood why ppl would buy these things. Theres hundreds of portfolio ideas online. Free.
@@whiteswordwarrior9995 And I'm sure all of those public portfolios has a 20% CAGR since 2013 with minimal risk
@@nixieleethat's 10 yrs... multiple buy/sell of different Shares at diff times....also his thought and patience level might not be same for others.
You can never copy anyone into being a good investor.
Pls make it cheaper 😢
Good Luck with your new initiative ! God Speed !!
Is your portfolio mainly consisted of American or Swedish stocks? I want to stay in my circle of competence and stay invested into American companies only. It would also be good to take note on lowering your prices on patreon and slowly raise the prices over time as your provide more content and resources as you don’t have much resources as of now. I’ve watched every single one of your videos from the oldest all the way up. Really good content that your providing, keep up the good work man.
You started investing a mere 10 years ago, during one of the most epic bull runs in history, and now you want to sell me your secrets ? Wow, where do I sign up. The fact that you've read 100 books on investing is the icing on the cake. I mean, that's nearly one every month. Astounding.
1. The point is that I've outperformed the bull market by ~10% per year. And it doesn't even appear to be the type of portfolio that performs best (again, relatively) during bull market conditions, as in 2022, when the market fell by ~20%, I outperformed it even more - by ~25%.
2. Since when did the number of books per unit of time become the most important metric? Read three books in two days, and you'll be wiser than Charlie Munger? I don't think so.
👏👏👏👏 Great idea 💡. Good luck with your new initiative. Thanks for the transparency 👌😎. Nice track record 🎉🎉🎊 🎉
Great initiative, would love to join. But as the other comments state, it is just out of my reach.
Love all the way from Africa 🌍
You know you could have just made Patreon exclusive book summaries or something. I strongly advise that you not charge people for recommendations to buy or sell securities without proper license and certifications.
A ten-year track record is a blip in the stock market. It's very disappointing if this has always been the end goal of the channel.
Ten year track record is an impressive start. Do you only want people in their 40s/50s to manage money.
If they're claiming to be able to beat the market? They'd better have a hell of a lot more than 10 years.
Have you run a factor regression on your historical monthly returns? What's the alpha and what's the t stat of the intercept?
I truly value your channel and your educational efforts. However you should consult a finance lawyer before taking this initiative as there might be certain regulatory concerns if it can be deemed as investment advise or riqualified as other licensed financial services in the relevant jurisdictions
Which platform do you recommend to start investing?
Hi SwedishInvestor, I'm an investor from Malaysia and I really learn a lot from your UA-cam videos. I can't join you due to personal reasons but I hope your will achieve your financial goal.
Keep making great videos man👍👍
Based on the chart shown it appears your portfolio took on more risk. Can you please share the Sharpe Ratio and Beta please.
💀
I will tell you ten years after something happened how I did it. I will select things that had big gains begining on a certain day month year. I will say I bought them just before they went up and just before they went down.
Brave action. Unfortunately for both of us I am not going to give away money, but I am curious how you can get a p/e below 10, when your black bottomleft part of the pie (around 8% of portfolio?) has now a p/e of more than 110 ?
Which company would that be?
You are correct about this alemadd. We excluded outliers for both of the groups. Much like we excluded P/E 32,000 & 8,000 companies from NYSE + Nasdaq, which otherwise would have resulted in an average P/E for that group of 66, we excluded this company from our own portfolio. We think that by doing that, we were giving a more fair representation of reality - the company you mention trades at a 10y P/E of 7, so I hope you agree with our reasoning here. For total transparency - we also excluded two negative earners from the portfolio, just like we excluded all negative earners from the peer group. Then, finally, for one of our companies, we reduced its historical 10y growth rate down from 27% to 3% because it would affect the average in a way that we didn't feel was representative of reality (but it would have been to our advantage to not adjust that). We didn't include these adjustments in the video because we thought it would confuse people, but, as I hope you agree, we have tried giving as fair of a picture as possible.
I do appreciate your content and certainly do not underestimate the amount of value of your Patreon proposal. But still, from an objective standpoint, it is way too expensive for someone who is only able to save about 150€ per month to invest, like me. I cannot spend a third of that in your Patreon, sadly. I wish you good luck and success anyway, and I /appreciate and will keep watching your free stuff.
Which broker can i use to buy the international stocks? Also , are you trading stocks or just index funds/ ETF
Well done with the performance!
Anyway, be careful with "giving financial / investment advice" cause in many countries people may sue you in case of losses.
Other great UA-camrs charge 11$/month, the more expensive one charge 20$/month. You are charging 45$.
I am just being honest 10$ i would buy, 20$ i would think about it, probably would not buy, 45$ is way too high for me.
Plus, we really don't know your investing style at all. All your videos are about books summaries , and not seeing you giving opinions on stocks.
But nevertheless, I appreciate your channel and content.
What other channels offering such services?
Great feedback oreln640, I appreciate it. I have yet to find the people that you are talking about myself. I know some charge $10 a month, but I don't think they have the same track record, or provide nearly the same value as we do. A lot of effort is involved in picking stocks the way we do and presenting the material well. Also, the opportunity costs for us are high as well. We know that $45 is not ideal for everyone, but for some people, this should be a bargain price, depending on how much money you have now and your ambitions for investing.
Thanks for the response and i wish you good luck!
I am not comfortable to name the youtubers here, i dont know if there is an option to message privatly, but i would love to show you examples of great value investors, hand picked by me, which give the same service for the prices i mentioned.
Have a great day!
@@oreln640 How are the other youtubers performing? in terms of CAGR.
@@TheSwedishInvestor I think the big issue is others have demonstrated over many videos what the subscription gets you. Asking $45/month when many of your videos have been essentially book reports is a huge ask out of the blue. If you spent more time highlighting and discussing stocks you're considering I think it would make the subscription much more palatable.
You are explaining everything so easily and It proves that how well you understand stocks!!!!! I'll join your membership as soon as I get some decente amount of money to invest. Thanks for everything and keep it up!
The Swedes out there hustlin’ 🤣
Hi! What’s the platform that you use to buy stocks?
I wish I never watched that video since I really love your videos and have been a long time subscriber. The way you market this and try to milk your community seems unethical and transpire greed. It makes me seriously consider not watching your channel altogether anymore.
Thanks Swedish investor for the video and congratulations on your performance! I have a question regarding FCFE and Owner Earnings, which I was hoping you could help me out with. Why specifically does Warren Buffett use Owner Earnings and not FCFE? I was thinking about the definition of FCFE, which raised a concern. Let's say that a business produced $100m in FCFE. Of the $100m, they paid $20m in dividends, and retained the remaining $80m. This $80m goes straight to the cash pile... Now let's assume that the management spends this $80m recklessly in projects that produce nothing. You could view this $80m as being wasted essentially. Therefore, you couldn't conclude that intrinsic value is just the PV of future cash flows because a large portion of those cash flows were not distributed to you the owner, but rather, they were wasted. I'd greatly appreciate any assistance with this. I think Warren's Buffett's use of Owner Earnings may address this issue. Thanks a lot.
Great content
Nice to see you share your knowledge 🎉 I am not interested in Patreon but I do like to support you in the way I could for instance I used your referral link for TIKR annual subscription. So for people like me, a newsletter would be great ❤
Totally agree.
I have been analysing the stocks as well. At the moment I'm in the process of narrowing down potentially good stocks - but in order to validate the past results, I require access to historical Earning/ Revenue information. By any chance, do you know how to access Historical Earnings/ Revenue information for the past 10-20 years for a group of stocks? I m developing a tool based on python.
Would you like to collaborate? (No cost involved).
@@danudesh8331 I'd like to know if you get the Python tool working
god speed with the new business, I will wait for when I can by your index in the market.
Best of luck to you. I think the slightly negative reaction is because you're trying to sell it too hard, and to everyone.
We did a similar mistake with an influencer recently at my company, so I gave this some thought. I think you should frame it more like
"This is not for everyone. For many of you, if you have just little money to invest, the fees would not be worth it. But it's the number one question i get asked, and it's there for those who want it. I wanted to write a proper analysis for everything, and the time investment only makes sense if we charge a high fee for it. PS. the 19.5% is historically correct, but it's by no means a guarantee for the future."
Also.. I get that the woman in the beginning was a joke, but it still makes you seem full of yourself. "My portfolio has arrived, everyone should rejoice!" It's not the price that people have a problem with.
I love the videos, and you always came off very humble in them (other than the occasional moments of working out/shirtlessness 😂), so I'm sure it's just a misstep
@TheSwedishInvestor really sorry about more unsolicited advice, I'm just writing it on the off chance you find it interesting.
I wanted to recommend a book called The Curve by Nicholas Lowell. It's a pretty badly written book, but the subject is important for online pricing for creators.
Based on the book, maybe offering a lower priced tier (eg. without the analysis or no stock info at all) could be an option for people who just want to support you. It would make it seem more reasonably priced for the average viewer, and the high paying option would still be there for your superfans.
Always happy to see your video and understand the rationale in doing this.
I wish you all the success in the world but I won't be with you for the ride.
You should have included information about how many of your stocks have beaten the market. We have no idea if you hit one huge home run and all the others were average.
Very nice!
I'm surprised you don't open a fund with your channel, to have some AUM and get management fees, that would be perfect to not impact performance of small investor ! (Many of people do passive investment with less than 500€ monthly on financial market)
Besides, how to verify your past performances ? We can rely only on what you're saying ? (even if I have confidence)
Hi are you going to share info on the existing stocks on the portfolio like when you bought into them, there value back then, and how you did your valuation? To be honest, revealing your portfolio now after 10 years is of little value, as they maybe overpriced now. Please give more details.
Hey hossamelhadi2225! Good question. The Patreon offers insight into my current portfolio. Pretty much none of the stocks are the same right now as the ones I invested in during the last 10 years. I like to switch in and out of stocks so that the holding period is usually somewhere between 3 months - 2 years. Sorry for the misunderstanding!
Hi @Theswedishinvestor, I have enjoyed each of your videos and I am very grateful of all the effort you are putting in your channel. I am really considering join your patreon, but just one easy question first, if you are able to grow your capital about 20% a year, why do you need to finance yourself with a patreon business? Why all that effort and bad blood reading and answering unpolite comments?
Hey cesarvera3341 cheers for your comment and support, it's a good question. First of all, I think investing is a lot of fun and this is a way of doing it together with other people. We seriously thought about starting a fund as an alternative, but you can't imagine all the hassle that comes with that. This just seemed easier and sort of a nice compromise, and a good step in that direction.
Hey, amazing video as usual. So two questions. 1) According to this, if I invest 10,000 and then add 10k more at the end of each year for 5 years, I should have around 100k +- 10k (rough value) right? 2) Does your portfolio involve any dividend stocks or is the whole return just part of the growth?
The blurred pie-chart on 0:52, is this the portfolio??
Please make a book review on think big and kick ass I feel a lot of people need to know about it
Click bait at its worst. Disappointed in the turn your videos have taken.
Really disappointed that you are one of "them". I have several questions:
1. Why not raising you own fund?
2. Why not applying for a fund role? Most funds would hire you with hand kiss if your track record is legit.
3. Why not TWR which allows comparion?
4. What is you sortino/calmar/information ratio?
5. What is you annual portfolio turnover?
6. Why no third party certified account statement?
7. Reveal you full identity and personal net worth. Provide reasoning for this monetarization method.
Hi Swedish Investor. Congrats on the great performance! Just out of curiosity, why do you not just manage capital as a profession? I don't think that you would find it difficult to raise capital since you have had great performance. It would be way less work than doing deep-dives and having to deal with an entire community. The reward would also probably be much higher. Regards.
Hey yiannidalakas3514, cheers for the comment. We actually looked into that as an alternative as well, but the hassle is insane if I'd like to raise money from retail, for example, from people in this UA-cam community. There are tons of regulations, and while that might be good in general, I think it is unfortunate in this particular instance. I'd love to manage money.
Who is your broker?
Hey man, used to be a big fan. This will likely be the last video of yours I watch. I'm not here for you to shill your patreon. Really scummy turn you've taken this channel.
What platform do you use to invest your money?
They pay 2.86%daily profit of your investment for7days which is20%profits for starter plan. And you can withdraw your short term investment profit weekly
Jag var riktigt intresserad av att ha att se vad ni har att erbjuda, men tänker inte betala 500 kr/m för något som jag inte har möjlighet att bedöma kvalitén på innan jag köper det. Ex. skulle jag utan tvekan kunna betala någon hundring i månaden för att få tillgång till Kvalitetsaktiepodden, men där har jag väldigt bra insikt i vad jag betalar för.
Has it been a full market cycle since 2013?
It does not make any sense for me to pay such a huge amount every month, given that I can only save a small amount from my salary to invest. I wish it was more affordable and accesible seeing that it basically excludes low-income investors.
Wish you the best in this endeavour. I love Buffett but I ADORE Peter Lynch. Just go with the flow... There is a war in Europe right now. Guess what Kongsberg stock has done (interestingly it started moving 2 years BEFORE the war).
During COVID I bought a small medical lab company that had solid fundamentals and I knew had to be involved in Covid testing. It took a whole year to explode but it did.
Also during COVID hearing the news about overworked UPS drivers I looked into UPS stock and bought it. It was obvious that capital employed was the same but the actual delivered work had increased A LOT. At the time I bought it the stock had done nothing despite the obvious change!
Hello,
Why is the benchmark DJ and not the S&P500? I believe the latter is up 350%
Hey PurpleHaze1824, good and relevant question. The SPY (S&P 500 tracking ETF) is up 170% during the same period, but it would be illogical to compare ourselves to it. We are investing worldwide, so we shouldn't compare ourselves to a single-country index. Besides, DJ World is a default option at my brokerage.
@@TheSwedishInvestor Appreciate the response!
@@PurpleHaze1824 I think you meant S&P500 TR which is indeed up 350% and would still be a relevant benchmark
@matthijs8702 Hello. I did mean regular S&P 500 (INX).
Trading at 1315 points in Jan 2012, and is at 4567 today, which comes out to 247%. ((4567/1315)-1) = 2.47
Great content usually. 72AUD for a month is too much for anyone. I would consider if it is 20$ AUD.
With 800K subscribers, I am sure your UA-cam channel beats your investing portfolio, even the Buffet portfolio percentage wise
A huge asset its what matters in the end
Lol people getting a wake up call and realising UA-camrs are here to make money..they’re not doing it out the goodness of their hearts 😂
Price is too high for what you're offering. If anything, it goes against what your channel promotes as it sets back most new investors with small amount of money quite a bit over the long term. In addition, the 19% return is not guaranteed at all. People who follow you into the stocks you've bought would be buying some of those holdings at ATH since they've already ran up.
Stocks are almost always at all time highs, since stocks as a whole go up over time. That’s no reason to avoid a stock.
@IndexInvestingWithCole lol now that's just false statistical bias selection. Not all stocks go up overtime, hence why it's dangerous to pick stock individualy. For every individual stock you tell me that goes ip over time I could tell you one that also went down and never recovered. Also, let's say the guy bought meta in his portfolio or netflix and it recovered in the last few months thus greatly contributing to his overall returns. Can he have the same confidence and say that those two holdings will go on to perform just as well and deliver 19% y/y results in the future ? The risk for investors that go into an individual stock later is much higher.
Price is too high as a start-up subscription, people may have enjoyed his book reviews for years, but we have not seen how he actually invest.
@@zanexie981 while I agree with you that buying in at certain points means you will be buying in at bad prices for certain stocks you will also be buying in at good points for other ones. Literally any fund works in the same way, the S&P500 if you buy in you are buying in at all time highs on some stocks (Apple, MSFT, , NVDIA etc.,). If a fund performs well on average every year it really makes no difference at what point you buy in.
Just as an example lets say a stock just hit ATH but you are scared to invest, let's say 2 years ago the stock was higher are you now more likely to invest just because its not at ATH? That is human emotion leading your investing and while I do relate to that, it is a fundamental mistake in investing which many people make, even Warren Buffet admits he made a mistake with Walmart once it started going up he didn't want to buy more and then it just kept going and he never invested more into it.
Bra jobbat med investeringarna! 🤯 Jag är själv ny och vill gärna lära mig mer, förresten så är dina filmer mycket bra. Jag vill även fråga om du skulle vilja rekommendera några bra källor (helst på svenska) som är bra för nybörjare.
Anyone else think this is a social experiment that will become a future youtube video?
hopefully
I would gladly pay $45 a month to beat the index (i.e. DJIA). But there is no guarantee here. As B.G said; to achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks. Also, the best record is one which beats the market, and rarely looses money. (I.e when the market goes down 25%, the protected portfolio only stays still - close to 0% return)
Hey athias3026, thanks for the comment. Absolutely, there are no guarantees what the stock market will do. I can guarantee that we'll do our absolute best to perform though. Both my reputation and pretty much 99% of my savings are on the line.
P.S. what you are describing actually happened in 2022. I was up 5% while the DJ World was down about 20%. Not saying that this is guaranteed to happen again either, but I just thought it was funny when you mentioned almost exactly such numbers in your comment. Cheers.
@@TheSwedishInvestor Good luck, you have my full support! :)
Great work, over time your compounded rate will snowball based on experience I'm sure
Terrible clickbait
Avg person would need about $4900 invested in the portfolio to make back the patron fees + beat the benchmark. (12m). Definitely feels like the patrons needs levels of entry. Why not just start your own fund and charge a %
How are you doing? Long time not seeing a video of yours.. All good? Do not get put down from comments, different people have different views of what is a good investment :-)
Hi, thank you for all valuable content. I have read some of the books and your videos were always very solid summary. Regarding your offer - I am SeekingAlpha subscriber and there are many opportunities similar to your offer. The analysts publish some articles for all SA subscribers while "their" subscribers receive something extra. Based on "freely available" articles on SA I can see the approach of particular analyst and subscribe if the approach resonates with my strategy. I know very little about your strategy, therefore can not subscribe. Videos about some of your investments or the real composition of your portfolio e.g. one year ago and information about the portfolio turnover would give me some hint about your approach.
Oh, this is purely heartbreaking after all of the good information you provided to us, this last step does not seem like you at all. Money is not everything, please stop selling this kind of stuff and do not ruin your dignity
I may give it a shot for a month BUT $33 once a month into BRK.B or $396 for the year goes a long way too. If you started February 2023 you’d have $506 a year later at $33 monthly.
I suggest u share the holdings openly
Yes. Share holding as of today and quality. Then share each month/year. And sales. You and I can pick any company and provide 2 date on when we bought and sold and shown that we made xx%. Yet if you show a buy date everyone knows including you on the true buy date and price.
hi i am from Poland and i recognise this logo ;) i also have this shares (tools ;)).
Curiosity: is your 19.5% annual return a time-weighted return or a money-weighted return?
Hey stefanobenedetti5974! The 19.5% that I mention is money-weighted, I've added up all my cashflows in and out of public stocks during the past decade and calculated an IRR. What my broker has used (what you see in the graph), I don't really know actually.
Indeed the two numbers (tot return from the graph and annual return) do not match. Maybe your broker provides you a TWR, and you’re higher annual return could be due to the fact that you invested heavier in periods of “fear” and/or you had better return in the recent years when your portfolio is larger.. I’d argue that by giving a MWR number you shouldn’t say that you invested for 10 yrs, as the avg investment time is shorter, but it’s a technicality. Congrats, 19.5% is extremely good, and thanks for the videos, I found them informative and entertaining
Why 100% invested?
Of course it's okay to get paid for your work.
But the price is too high.
I can not give you 1/4 or 1/5 of the money I am able to invest. :D
I think you and your partner need to disclose your real names and indentities as well as "face reveal" to instill confidence in your product. In future, when talking about your portfolio, etc you need to appear on camera talking to your audience. People will want to research you to ensure they are getting the real deal. The idea of you changing the channel name from Swedish Investor to Swedish Speculator is a meaningless gesture and not convincing at all.
Buy the way, subscription is too expensive for most people.
Too bad it is too expensive.
Comparing to DJ World is probably fair since you are investing globally. However, had you compared to SPX, your portfolio would only be a little better off. In other words, buy and holding SPY would be about the same performance, if you mix in some QQQ you would be underperforming.
Hey JJ-io4pe! The SPY has done 170% during the same period, so no, there would still be a large overperformance :)
@@TheSwedishInvestor I see you are correct since you were comparing the last 10 years. For some reason, I thought you had said since 2010.
Why not just make a fund? I'm more likely to put money there than for Patreon.
That’s greedy 😮
Is she the same Sarah from your "The Intelligent Investor’s Road to $1,000,000" video haha?
Oh but wait. It’s not a reveal, it’s a payment scheme for your subscribers.
Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stocck portfolio, what’s the best way to take advantage of this bear market?
love yr videos . but i can research by myself. not paying too