What I’m Doing In 2023 | Joseph Carlson Ep. 297
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- Опубліковано 12 сер 2024
- The market is in a state of panic. But I'm still buying. Here are 5 stocks I'm buying, and why I'm buying them.
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00:00 Introduction
01:32 Thank You
05:13 Investing In Qualtrim
08:40 Increasing Rate of Investment
11:00 High-Grade Portfolio
14:15 Improve Content Quality
16:58 (SPGI) S&P Global Stock Analysis
28:44 Dividends in 2023
31:40 TikTok users plan to make 1 Million
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Happy Weekend and New Years everyone!
Just a warning, there's so many bot comments that I can't get to all of them. I promise I'll do my best to remove as many as possible. But be aware to NEVER contact or give any information to anyone in a UA-cam comment section. And the only thing I sell is my Patreon membership found in the description of this video.
What was your return over the past year in the dividend portfolio and the growth portfolio
Down about 16% with the dividend portfolio. Down about 33% with growth portfolio. The dividend portfolio is significantly larger than growth so the overall performance is not too bad. I think I’m down around 20% on the year. I feel okay with that performance considering how things could have gone, and I think it’s decent performance in contrast to others.
Nice
@@JosephCarlsonShow is there any way now, or future plans for allowing Qualtrim to automatically link to my brokerage (M1)?
I have so many holdings and have precious little dividends constantly flowing in; to input all of this manually would be like a job.
@@JosephCarlsonShow I look forward to becoming a Patreon member and using that software suite!
Also, I’ve used your philosophy and have done really well with Fair Issac (FICO Credit Score). I’d love to see other dark horses like this and Dollar General covered.
Happy 2023
.The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Joseph, your results are a direct reflection of the hard work and dedication you put towards your endeavors. Best wishes for 2023. Looking to learn more from you.
@@TaoDeChing-ls5gz The money he makes from UA-cam and puts into his Investment account
A lot of folks have been going on about a December rally and said stocks that would be experiencing significant growth these festive season, any idea which stocks this may be? I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market before stocks rebound, is this a good time to buy or no?
yes, transportation, e-commerce among other sectors are expected to experience growth, but who knows, the market has been a basket of surprises.
@@Rachelschneider03 Such market uncertainties are the reason I don’t base my market judgements and decisions on rumors and here-says, got the best of me 2020 and had me holding worthless position in the market, I had to revamp my entire portfolio through the aid of an advisor, before I started seeing any significant results happens in my portfolio, been using the same advisor and I’ve scaled up 750k within 2 years, whether a bullish or down market, both makes for good profit, it all depends on where you’re looking.
@@MariusNatt True, we’re only just an information away from amassing wealth, I know alot of folks that made fortunes from the Dotcom crash as well as the 08’ crash and I’ve been looking into similar opportunities in this present market, could this coach that guides yo help?
@@ReidCoffman1 @Alverta Freber The investment-adviser I use is actually Autumn Lynzi Smith
@Alverta Freber I’m not sure if she’s currently accepting new clients, but you can give it a shot, she’s a popular advisor, so you can just search her name on google to get in touch.
This is my first year investing, felt like the bear market was a good time to jump in. You’ve really helped in my process thinking about companies. I have 3 ETFs I’m DCA’ing in, and about 30 dividend growth stocks. Had a goal of getting 10k in by the end of the year but fell a little short to 8,750. Still just sticking to the weekly process of around 100 dollars a week and dollar cost averaging - sometimes a bit more or less depending on bills and opportunities. When I first started watching the channel my portfolio was around 4k and I’ve seen my dividend snowball growing. Lots of cool and helpful stuff you’ve shared this year, so thanks man.
I think people (and me) appreciate the fact you are respectful in exposing your ideas and very transparent with your investments.
Investing is not for everybody, you just need a strong stomach too see your portfolio go down. It might be wiser for a novice to start with Index investing, but it is not easy. My point is that when investing you need education first. I know there are success stories by keep on doing DCA as well. To invest in growth stocks it is another level, definitely you need to know what are you doing.
This is phenomenal advice for a new stock traders and investors who want that quick short term game, but don’t see the light at the end of the tunnel.
After I got screwed in the Tech bubble years ago I've been solely investing in real estate. But with the recent hyper home pricing I've liquidated a few things and have $1M in cash laying around idle. Would love to get your recommendations, I'm in search of something lucrative in the current crazy markets.
@@berwickperu7683 I have my funds well diversified by using trade signals from my investment advisor Karen Marie Emma, a US registered CFA . Highly diversified portfolio, mind blowing earnings and little to no engagement at all on my part.
@@cliftonkelly3812 Karen Marie Emma? Ive read different comment sections where this name was mentioned but was skeptical, but do you give her your money or you copy it manually?
@@berwickperu7683 You don't give out funds here. My account only mirrors her trades in real time that's the ideal for this system. The lady I just recommended is a renowned advisor and knows what the heck she's doing. Check her out and get in touch if you'd need help. Charges 10-5% of profit.
Excellent video! I have 959 shares of SCHD in my dividend portfolio and 1670 shares in an IRA. SCHD has recovered much more than the broader market. I think there is more upside in QQQ/VTI/VOO. I am of course going to DRIP my upcoming dividend from SCHD on 12/12/22 back into SCHD. Finally hit the 7 figure mark on my portfolio I'm grateful for my broker Susan Kay Mack, she handles all my investments and ensures I stay above the market..
The thoughts and ideas here are remarkable
Impressive!! Also, I did read about Susan Kay Mack on the web, I was able to find her webpage and leave a mail. I'm willing to make consultations to improve my portfolio
i'm happy there are lots of people doing so well...Love this channel for the transparency
I had to Google to be sure, great resume she has.
Imagine calling 2000 A WEEK "dollar" cost averaging... Even as a Dutch dentist I can only dca 2000-2500 a month. Well done so far though, great information all the time and keep the good work coming!
dollar cost average has to do with investing every time you have money not timing purchases.. the amount is fairly irrelevant as everyone has their own individual journey.
I feel you, living in Switzerland and earning ok, but 2k/week is another level not on this planet… 😂
If you moved to America I’m sure you could do 2000 a week,
possibly even double at 4000 or more a week if you had your own practice.
@@user-jy7yw5kw3w damn...
2k a week, that is 104k a year!? Could he please explain how one gets 2k a week to save after all living expenses are paid?
Not gonna lie, I rarely watch your videos, but always listening with the phone in my pocket while dog walking or putting kids to sleep. Best of luck in '23
Don't fight the market. Take what the market gives you. If there's volatility, use it to your advantage. A down day tomorrow is a good opportunity for long term investors to buy quality stocks and ETFs cheap.
Picking quality stocks require a lot of factors and seems daunting for beginners like myself. I would say the ideal thing to do is investing weekly into my Total Market Index Fund.
From my own point of view, you need to invest smartly if you need a good life, made over 600k investing with an advisor in my corner and I believe anyone can do it if you have the the right approach. Index funds takes long time but investing smartly is the key for short term.
That's been the problem I've had.. I bought a week ago set a purchase for a Dip price... I did not know it would trip on a major short attack that would have me on my last nerve... Watching 320k investment drop 110k this past few months has been torture.
@@jamesbuchanan210 how are you investing? I have around $140k, only index funds, half in s&p and half in vigax. What do you think I should try?
You should reach out to my advisor. Her name is Amie Christine Shapiro. She's quite known and has got a website. So, you can check her out online and subsequently contact her from there.
Thank you for the content Joseph from germany.
Excellent video, great portfolio. You're in the top 3 financial UA-camrs of all time.
Which r the other 2?
@@Kig_Ama I like Marko - WhiteBoard Finance and Ryan Scribner
@@user-bm6wu9zw9m thank u!
@@user-bm6wu9zw9m Dont forget “In the money” he’s a goat as well.
Oligopolies are tight!
Investing in the top 1 and 2 is the best
Great job Joeseph!
Another great year to buy stocks cheap in 2023! Let’s go ! I’m building my dividend account right with you.
Really enjoyed your content throughout the year! Keep up the good work!!
im new to his content love it , waiting on that video on what to do in 2023 with 100k
Happy New Years Joseph !
I love how you always present the lesser known, higher quality stocks, thank you!
Joseph, don't let the media (Cramer) get to you: I have 100% of my portfolio in Costco stock and now, when I go to my nearest Costco warehouse, they give me a free pizza and hotdog/drink combo every time because of it. My other portfolio is 100% Vici, so, my rooms are comped every time I hit Vegas.
These are jokes, and I love your channel. Keep it up.
Happy New Year Joseph! Thanks for great content.
Show your Holding tab
yes please to the Canadian support!!! only thing stopping me from signing up!
Gotta say, I appreciate your facial expressions not being over the top in the thumbnails.
It'd be great if Qualtrim had a stock analyzer tool so we can see what prices we want to buy stocks at
I plan on doing something like that in the future. A simple DCF calculator built in would be relatively easy to do. I also have automated DCF's from my data provider I could plug in (I don't know how helpful those are, I personally don't use them).
your channel is like a value stock, consistent growth even when the market is going down
That thank you at the start felt personal. Been subscribed for a long time and watch every video to the end but never interact so to still be recognized and appreciated felt nice thanks!
I'm 45, so I have less of an investing window than you do. To me, yield matters a lot - I have a goal of living off of dividends rather than relying on share price to increase so I can sell. You point out that SPGI is growing their dividend, but the dividend is growing slower than the share price is. 10 years ago the yield was close to 2% ($1.04 dividend, ~$45-75 share price), now it is close to 1% ($3.40 dividend, $334 share price). If this trend continues, it will become more and more expensive to buy dividend income from SPGI. I believe that yield is not the MOST important thing in investing, but I also think that you are not putting enough emphasis on it. $100,000 invested in SPGI would only yield $250 a quarter.
Why not invest in MO which is a dividend king and currently paying 8.23%? VZ is paying close to 7% and T is paying above 6%.
@@glennshoemake4200 My portfolio is actually very similar to Joseph's portfolio from a few years ago. I'm long in both VZ and T, though I don't have a position in MO. I try to keep my portfolio yield between 3-5%, and do so by changing the sector target % as I make contributions. With a 5 year portfolio dividend CAGR of about 5.5%, I am reasonably confident that my dividend income will outpace inflation. I do have some low yield companies, such as AAPL and MSFT, but because of my goals and time horizon, they are smaller positions for now.
Happy New Year, JC, and thank you!
Which retailer has a monopoly ?
Can you show us your gains on the workout equipment behind you, along with your stock portfolio of course
Why SPGI and not MCO?
May god bless you.
Joseph - happy year end and thanks for all you share. There’s a lot of noise out there and I appreciate the transparency! I’m excited to see your commitment to a mobile iOS app as that’s my primary engagement to the show and investing. I’d like to offer a couple suggestions 1) adding stock comparison graph overlay tools - in addition to fundamentals, I see selecting an investment as an opportunity cost to another potential investment and bring able to compare stocks on equal footings is a great value add 2) showing zero on graphs so that the magnitude of growth isn’t visually skewed. For example in the SPGI shares outstanding graph in this video the lowest metric isn’t zero so it doesn’t visually show the full context of the share count deltas. Thanks again!
No worries for me, I don't try to time the market. When I see that stock drops below its fair value with some margin of safety - I buy. Past 2-3 months have been huge shopping spree for me. some of my picks are VOO, BRK-A, AAPL, IVV, NYSE, NASDAQ, I've gotten 85% return so far this year, I'll see where it goes... fingers crossed
I've only just started over the last couple of mnths. I've been doing plenty of research. Though I won't say I have gained or lost a fortune, I have actually been involved in all of these for a while. what’s your approach?
@@AyaanFarax223 with looming inflation I hired an advisor Dec last year and sold my losing positions and kept a huge cash position, I am hedging with fixed income and a long/short defensive strategy she employs, enough to keep my head above water
@@zacharyblount5282 We are having the hardest time getting ANY cpa to answer some questions in my area, I am skeptical about taking UA-cam financial advice videos as they may not be peculiar to us, as much my portfolio needs one my problem is how to get to a qualitative one with expertise and a low based fee.
@@AyaanFarax223 That is a given. Don’t take advice from a random UA-camr not even myself. Do your research and due diligence before you partner with any ‘advisor’. I consult with Karen Marie Emma. she's verified on Finra, she's a risk analyst for a number of banks and brokerage firms. she's very good.
@@zacharyblount5282 Retiring soon, my positions are depleted. My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains,
Thanks for all the great content in 2022 Joseph!
The 2023 goals sound good. I might put them to work in my portfolio.
I think the gas station worker was being satirical
Is there data available on average price for each of the stocks in the dividend portfolio?
What I'll be doing in 2023?
Losing money in the markets like everyone else.🤪
i've been with you for more than a year Joseph i appreciate you brother.
Hi
You might like ASML
Hi Joseph
Since finding your channels, have never missed an episode!
Nobody puts this stuff together better than you. You're the man. Nothing bad will happen to crypto, We are officially in a bullrun,if markets wanted to go lower,we were at lower low already. All markets are doing in the way FED directs and WS navigates it, And all these red days without going any lower,are the scare tactics FED put to work,and at the first second of the first minute of the year 2023, the run towards ATH will start without any delay. I advise everyone never to stop investing, never to stop improving, never to stop doing something new and to trade now with an Advisory who has great experience. Thanks to my consultative Debra Haycraft for coaching me on how to trade with -her accurate trade signal in which i have been able to accumulate over 17.05 btc from day trading as profit with 6.2 btc. she is everything you need in the crypto market investment trading and earning.
Orrr ͲeIєɠɾαm👉DebraHaycraft
I have never seen a trader as open and transparent as Debra Haycraft with her clients. The way she decides to make a profit for her clients. she allows you to express your fears and she still rests your fears and that is my respect. I don't normally comment on videos, but this word should be included. she is really cool.
It doesn't matter if you are a current holder or a newbie, you can capitalize on the fluctuation of bitcoin by trading with good strategy/signals.
Assets and investment is that tiny Iine that separates the rich from the poor.
Debra Haycraft is outstanding. The knowledge you will gain is for a life time. Now is the time to invest in your education for 2023.
Do you cover the Canadian markets in your patreon account?
Isn’t there a giant risk to railroads if their workers strike?
i didnt know about SPGI, i have been looking at MSCI myself for awhile and like it more, both are a little high in stock price.
Hi Joseph, in case you haven’t heard or watch it, Jeremy from Financial Education feature you in a favorable light in one of his recent videos.
So is CHD gonna get the cut?
Might consider redoing the thumbnail, it says 365, but the value is 370. Thanks for the great year of content and cant wait to see you next year
The shares of SPGI jumped this year. I think they acquired something. I didn't see them doing much buy back over the last few years either.
Just a lurker coming out to say thanks for your videos and best for 2023!
Hey Joe, not sure if you'll see this. I've been an OG subscriber from 2019. My favorite part of your channel is watching the mistakes and the willingness to learn what you don't know. That's helped me when I've made minor mistakes during my dividend growth journey. I hope you continue to keep it real. I have great respect for the work you've put into your business. You're still very relatable. This is a fitting video! Happy new year!
Hi Joseph! Thanks for the analysis on $SPGI. While I understand the moat aspect, a lot of the negatives you pointed out about $SPGI sound like the exact reasons you stated as to why you sold T Rowe Price.
Glad to see the Story fund channel grow too.
If you are willing to look into semiconductors, TSM and specially ASML are as close to a monopoly as it gets.
Happy New Year to you and the family!
Joseph, really loving qualtrim so far and the content. For qualtrim, have you considered adding a total shareholder return metric (dividends+buybacks-SBC) directly from the financial statements?
Also have been thinking of ROCE recently in context of CapEx and R&D, trying to find companies that can consistently generate high ROCE while adding a substantial $ amount of assets on BS without diluting ROCE. This indicates that management can consistently find good opportunities to invest shareholder capital at high marginal rates of return.
Thinking about what % of market cap a company capitalizes each year in relation to the ROCE (I think ADBE is a good example, with consistently high ROCE of 30% and investing about 2% of market cap in R&D last year).
hey joseph hope you have a great new years brother you're the reason I have a 100k portfolio in m1 finance and just wanted to stay thanks for inspiring me on my dividend journey. I been following since your reddit post and channel launch
You should put it all in an easy 10X
Really appreciate the long time follow. Thanks for the support. Hopefully we have a lot of fun in 2023!
Congratulations for your progress! I really enjoy your content and delivery. All the best for the new year!
Have a happy new year
Would it be possible to add a DCF calculator to Qualtrim?
Compounder with cheese LOOOOOL
Joseph I'd be interesting in hearing what made you go with SPGI instead of MCO. While you give a good explanation for why you're investing in a particular new stock which I enjoy listening to, I feel you often skip over why you went for the stock you invested in as opposed to one of their competitors.
Happy New Year Joseph!
Please look into Caterpillar / John Deer companies for qualitative / quantitaive video espicially going into 2023!. Love your perspective on stocks!
With 2k a week plus dividends that account will hit 1mill in like 3 years
I feel this channel is soo... UNDERRATED, ur headroof is the sky, so keep making quality content as promised in the vdo u hv subs. family like me from India & others to support u growing up ur channel & ur contents 🥰
1500 rent is cheap for NYC SF
Hi Jospeh, I subscribed at Patreon as a member. Qualtrim doesn't work here and how can I enter Discord group?
Thanks for the help. ❤
I will be loading up on mining stocks - super cheap right now and the coming macro environment looks very bullish for the precious metals.
U da man! 💎 Keep this quality up - and even improve it. Sweet!
Interesting buy. It gave me an idea. I looked into ASX on the ASX. Basically they have the monopoly on securities sold for Australia and New Zealand. I checked it out a while ago but it was very pricey. They've come down a lot and looking like a decent buy at today's price. I took out a small position.
They have a decent dividend and it's 100% franking credits too. In Australia dividend income has already been taxed so when you add it to your tax return you can get the taxes paid on it returned to you. Unlike US where you pay tax on dividends. Essentially double taxing profits of a business.
It's not a fantastic choice but it's fairly safe one.
I will continue to dca into VT and SCHD.
I like Joseph Carlson
Jo! I love what you do! Thank you as well! Keep on publishing.
Happy New year!
Working 70hrs a week plus door dash why would you be paying $1500 for rent, all you need is a bed at that point
My biggest Qualtrim request would be data that is relevant for REITs, like AFFO, and Weighted Average Cost of Capital.
I’ve been watching you all year. You have always kept a level head and never got caught up in the hype. You earned my subscription. Happy New Years.
You are killing. I will keep watching in 2023.
Happy new year boss. Keep your show going. What was it? 2018 when you started? Found your channel on a reddit post I believe. To many more years.
i watch every episode but never engage with the video, cheers joseph!
Love the channel and love your hustle, Joseph! I've learned a lot. Keep doing what you're doing. Happy New Year!
Thanks for mentioning the 2nd channel and Twitter feed. New info for me.
SPGI seems fantastic in every way except price.
We love you Joe!
Can you do a deep dive on $DE (Deere & Company), $AVGO (Broadcom Inc) or $PEP (Pepsi) stock.
Joseph you haven’t just been building your portfolio. You’ve given absolutely massive value to so many retail investors with your passion for sharing your knowledge, wisdom and convictions. I have matured a lot as an investor because of you, and your videos have literally changed my future.
Thanks for everything and keep doing what you’re doing. The universe will reward you handsomely for the value you bring.
Hi Joseph, would you ever consider releasing your qualtrim insight’s software as a standalone product (not connected to patreon membership)?
Please update your playlists
My goal is to find the next 20x stock because I want to be outstanding in 2023!
Happy new year going to be a lot more conservative in 23 and choose SCHD and SWPPX
Love Jose
Joseph, does Qualtrim work for Canadian stocks as well listed on the TSX in CAD or just American listed stocks
Goal 5: Interview Terry Smith :)
I bought Moodys last year. but I have paid too much..
I’ll be putting $15k into 401k, $6.5k into Roth, $7k into HSA (married with a kid), and then $30-50k is either going into a fixer upper for property number three or is going to rotate between wheeling QQQ and earning interest on robinhood (4% APY currently). My 401k is into Russell 1000 (no regular SP500 option…), my Roth is probably gonna mostly go into QQQ, and my HSA is gonna go mostly into SCHD and potentially wheeling Dutch Bros stock. I’d love to hear anyone’s thoughts!
WM checks all the compounder points?
Happy new years Joseph, thanks for all the work you put in to bring us this channel.
S&P Global is better diversified than Moody’s being in the indexing business similar to MSCI Inc being a great monopoly company as well.
Nice video, thoughts on gel genisis energy with 15 cent div and kraft heinz with 40 cent div