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@@fastbreakr Can you explain in a bit more detail? Did you create a Qualtrim.com account? Do you currently have a patreon account that joined my membership? It *should* be working, but if not I can get it fixed.
Yes I created an account. When I search for a stock, I just get spinning wheels where the charts should show up. When I try to subscribe through patreon, it says "Qualtrim would like to view your public profile". I click "allow" which brings me back to Qualtrim with a pop up that says"failed to create subscription. I have tried 2 different browsers. Thanks for your response!@@JosephCarlsonShow
You obviously have a lot of money to grow your portfolio. You should really expand to do some high yield stuff and start selling options. You are missing out on tons of income. If I had your capital I would be earning prob close to 3000 to 4000 monthly with lower overall risk of market movements. Just a though. I know you probably are partnered with M1 but I think it's time to upgrade and start doing some cash secured puts etc.
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.
Finding financial advisors like Melissa Terri Swayne 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.
AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an advisor. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
Angela Lynn Shilling 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.
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Credits goes to "Carol Vivian Constable” one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Well I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
Agreed, which is exactly the reason I stopped taking advise from TH-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.
Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal..
Good news to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks .I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities
he erosion of my financial reserves due to inflation adds to my concerns. At this point, I'm still at a crossroad regarding whether or not to liquidate my $138k stock portfolio. What’s the best way to take advantage of this current market?
you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours 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.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Monica Amanda McClure is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 38% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my advisor Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Is the stock market actually getting better or is this the regular end of year market manipulation to entice new investors, I'm currently sitting on an inheritance of 500k and i'm wondering do I invest in stocks or Gold?
Michelle Christine Parker deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend looking her up to locate her online if you are internet-savvy
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I have been trying to make money online and also tried to trade with Bitcoin and I was making losses while trying to make profit myself from trading...I thought trading on demo account is just like trading in the real market.. Can anyone help me or at least advise me What should I do? This is really interesting, I'm a business woman, I have a good sum of money in my savings account, I want to invest 60%, What is the minimum amount one could start up with?
Stocks have stayed aloft as signs of cooler inflation encouraged the market to believe the Fed is finally done with raising rates, Making Investors like me believe that “Santa has come early” to markets to find out the best additions to a $500K portfolio to boost performance
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to stay afloat, hence I engaged the services of a true market strategist to help rejuvenate my $700k portfolio and boost performance and returns by 40% in a little over four years.
sounds great! could you please suggest this expert you engaged their service? I have lots of difficulty sorting out the right investments on my portfolio
‘Marisol Cordova’ deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend exploring her work and locate her online if you are internet-savvy
Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal.
The author of this channel has not outperformed the S&P 500 net of tax/trading frictions despite the tremendous amount of work hours invested to stock selection and has (so far) proved Jack Bogle and Warren Buffett correct (they both recommend indexing to people such as the author of this channel). I congratulate the author for his successful business of granting us portfolio voyeurism as an entrepreneur. Continued successes to you Mr. Carlson!
I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0
Well you can say that but i feel right now everyone should really just take a step back and pause from carrying trading activities truly it isn't worth it.
Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things
I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.
That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders.
If anyone ever told me I will be randomly be surfing on the net and come across individuals talk about Camille Anne Hector will for sure doubt but this is crazy I know her and love her strategy so much wow thanks for preaching the gospel…
Enjoy your vids and commentary. Don't necessarily agree all the time, but that is what true INVESTING STRATEGY/IDEAS sharing are all about and you're obviously well researched in your investments. As I am pushing 70, 3/4 of my main portfolio is in a similar strategy vein (compounders) as yours with the remaining in dividend income stocks. And separately high yield % cash & direct real estate investments.
@Joseph, as a long time follower, I love your reviews. BUT you should try and explore (I'm saying explore, not invest in) other companies, not always the same ones. PANW for example IMO can skyrocket like Tesla did UNTC with its massive dividends and zero debt probably it's worth a small position RACE (Ferrari) doubled up in the past 12 months and its production is sold out for the next 3 years. It's also the car maker with the highest margins and they can basically charge as much as they want ULTA has a low-ish PE ratio and an impeccable track record
I love the railroad stocks sales pitch, but what makes me hesitate a bit is my lack of understanding over what happened in the mid 2000's that led to many of the railroads having negative net income. What is the nature of that decrease, and could it happen again?
@@richardm123 You want to exclude short term fluctuations, operating leverage can really swing and as such you'll have a massively misguided view when different events coincide. I would mostly focus on excluding short term noise like non cash write-offs ect, you could use cash from operations-wc changes -depreciation/normalised capex, as such you remove any non cash items & any noise from working capital (maybe a merger or something else is affecting it, temporary receivables increase or inventory ect), then removing depreciation from that leads to a more normalised picture for capex and the resulting adjusted fcf metric incase any big investments were to affect fcf in say a combination with a dip in wc or a pandemic creating a slowdown in transport. There are tons of ways to adjust and trick around, the point is that you should look for a discrepancy between these different earnings/adjustments & gaap, then you have to do the actual hard part of determining what this all means and if it is indeed temporary or permanent & if it is priced in or not. Then you'll have to consider the history and track record of the business & so on. Look at the business & situation in multiple ways with multiple metrics & adjustments to see what is really the probable future value of the company and the stock.
Successful people don't become that way overnight. most people see at a glance-wealth, a great career, purpose-is the result of hard work and hustle over time. I pray that anyone who reads this will be successful in life..
Just found your channel recently, really like your content and commentary. Question for you, at what point in my dividend snowball should I stop Auto-Dripping and just Manually re-invest myself? Some of my DRIP offer 2-3% discounts, but it seems like manually has its advantages on buying more value and beaten down stocks like the ones highlighted in your video. Thank you
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 like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.
The stock market rally run is gone, but I'm not sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.
Is this a good time to buy stocks? I know everyone is saying we are in the bull market and all, but obviously there are strategies to maneuver when there is a bear market but these strategies doesn't come common to the average folk, I'm attempting to create a portfolio for me and my children that will at least be $1.2m in value.
yeah she does and in my opinion, it's a huge one and chance for you to change your life with trading.. I just bought my dream Mercedes from last week's profit. All thanks to her expertise.
@@maxaffe3195 it's the only chinese stock i hold and it's currently at 0.5% of the portfolio (potentially up to 1%). it's a very small risk I'm willing to take at this price.
I was never into REITs and railroad until I followed your videos and after my own personal research, have opened positions in VICI and CP . Do you have any thoughts on energy stocks ? I personally opened up positions in OXY as I believe Occidental might be one of the compounders with their DCC plant and recent acquisition of Crownrock in the Permian basin . Thoughts ?
Personally, I dumped any/all REITS I did own, except $VICI (don't like the purchase/partnership with health resort company, but maybe the real estate side pays off) . The others overreached during the low interest period and lack of forward vision was reason. I am warming up to CP to purchase a small position (again) at current price to retain a more keener interest in their development. Back to VICI, I believe they have valuable pricing power in the growing LV development area. In regards to energy, I tired of the yoyo swings and so am only involved with $TNK (Teekay Tankers) which just floats (no pun intended) and cushions the ups and downs of that market.........and is one of my biggest winners to hold.
I will forever appreciate this channel, you’ve helped me and my family a lot, your videos, advice and lessons are inspirational helpful to us, I now earn every week. You’re such a blessing to this generation, we all love you
Okay but is not luck, is all about having good investment plans most of all trading with a trust worthy expert. Watching professional trading videos and most especially connecting with the right person the digital world is full of in unreal people I met some of them during my success journey. I felt same way when I started especially when you use demo account you might be winning but when you put in real money you start losing I understand and I pass through it all. I’m very happy I’m profitable now.
Currently i can attest to the fact that I make $18,300 weekly through trading which is more better then my monthly salary job. Trading becomes my passive income.
For me I am still in the fear zone, I've always been scared of loosing my money but love to see people share such words of encouragement through their earnings. congratulations.
I think one of the things you figure out early with a study of Visa and Mastercard is that they've never truly held a monopoly in payments. They hold a slight monopoly in one form of payments. There are so many ways to pay for things that go around them. So I don't view stuff like this as much of a concern unless I can really see it eating away at the actual financials, which so far I do not see happening.
So much knowledge! Absolutely free! I was never taught anything about money, I am praying and working to change that. I am 46 no retirement no savings because I made a lot of mistakes when I started investing, trying to correct that now. Already have a few thousand$ saved up to invest for long term. I would like to know what advice you could give to start my investing journey. Listening to you gives me inspiration and wisdom. Thank you so much!
Hi Joseph. One has to factor in the tax burden of dividends. Would it not make more sense to switch to dividend stocks when you hit retirement, when that income is actually needed?
Will check them out. Thanks. ABOUT the end of May. I picked stocks: MOD, EXTR & LMB. LMB went from $21.01 to $43.21 100%..// EXTR $ 21.65 to high $ 32.xx peak) Sell peak. 47% // MOD $19.73 to $56.74 >> 187 %. Growth Stock with high Earnings. Two had hard pull backs due to WAR news. I am thinking MOD ar $ 56.74 will double again in a year. Big time. >> Sell all peaks if they look like a profit sell off-- Always buy the dip back. Ride with the earnings. Hold with the earning runs. Sell if earning go down. Buy back when a company earning go again. Move from one to another.
Just FYI, Costco is a success story here in Japan too. They opened one up near Me in Gunma Prefecture and its changes all our lives. My American son and another American friend moved here partially to be near Costco.
I really want to buy Costco, but right now too expensive with better opportunities. For the next year I am for sure watching for a Costco possible dip to start adding to this best long term performer
I love the transparency! Great Video Like Always! I love Amazon and that's the one I'm holding! I'm tempted to buy Alibaba @ $71 BUT the word on the street is that Alibaba is a risky stock because China is unpredictable.
I’ve been considering Alibaba too but I read the following: When purchasing BABA stock, an investor technically is not purchasing shares in the Alibaba Group, but rather in an offshore shell corporation (typically based in the Cayman Islands) that has a claim to its earnings. There’s quite of bit of risk and controversy concerning this stock arrangement.
The wisest thought that is in everyone's minds today is to invest in different income flows that do not depend on the government, especially with the current economic crisis around the world. This is still a good time to invest in gold, silver and digital currencies (BTC, ETH.... stock,silver and gold)
Since this video was posted a quarter ago; VICI - Down 8% Netflix - Up 17% Costco - Up 13% SP Global - Down 3% Canadian - Up 14% Average Combined Return - 6.6% Average Return of the SP500 within the last quarter - 9.15% (and this was this every analyst saying the top was in) Obviously, this is a short-term investing window. Stock picking is fun, but save your time people...
I have only been watching your videos for about 3 months, job well done, plus nice well thought out portfolio. What is your take on SoFi, both in analytics and just gut read? If I have missed your take on them, my apologies. Thx
Joseph, there's a lot of talk going around about the crash on the horizon in 2024. Would you do a video giving your thoughts on that and how it could affect the market?
Wasn’t there a lot of talk about a crash on the horizon in 2023? :-) The truth is that a crash is when the same guys that sold you the stock last month tell you it’s worthless now… but they’ll buy it back for 30% off.
@@epbrown01 Sure. Excellent point. And I try to filter the noise, but there are signs it's hard to ignore: bank failures, corporations unable to borrow at these rates, the increasing fragility of the housing market, increased automation eliminating jobs, etc. Just curious what Joseph's thoughts might be. He always keep a cool, yet informed, take.
More important to determine if your companies can withstand and survive a recession than speculating on when one will happen or how long it will last. I feel confident in my portfolios ability to survive through a recession without permanent capital loss.
@@JT883 Fair enough. I don’t know how you can trust a guy that doesn’t have three first names and a dodgy link. Everyone in the TH-cam comments seems to love those guys. ;-)
What are the best strategies to protect my portfolio from a crash? I've heard that the market crash will devastate the financial market, so I'm concerned about my $200k portfolio.
Amidst recession, investors need to understand where and how to allocate funds to hedge against downturns and still make profits. if you can't navigate the market you should consult with an expert advisor
The US-Stock Market had been on it’s longest bull-run in history, so the mass hysteria and panic is relatable considering we’re not accustomed to such troubled markets, but there are avenues lurking around if you know where to look I’ve netted over $450k in the past 10months.
Do your homework and choose one that has strategies to help your portfolio grow consistently and steadily. *Camille Alicia Garcia* is responsible for the success of my portfolio, and I believe she possesses the qualifications and expertise to meet your goals.
Your 5 favourite stocks achieved an average return of 13.14% since this video was made adjusted for inflation including dividends, according to TotalRealReturns. For comparison, the benchmark index (QUAL, the MSCI USA Quality Factor ETF) achieved a 14.11% return in the same time period, with more diversification, less risk, and less effort.
I’m not convinced CP will do so well next year, if there’s a slowdown in the economy. I started a position at its lowest, I’ll be building it while it’s low then sit on my hands while it grows 😁
Hey Joe thanks for videos. I enjoy your perspectives. As some one who is also invested in CP. I am concerned with Keith creel selling 40m worth of shares do you have any insight on this? also have you read hunter Harrison book or audio book? I highly recommend it since he mentored Keith.
Well well - what a bunch of ever so helpful followers you have Joseph! Ever so keen to pass on the names of their advisors. I can't help but suspect that a number of these advisors also pose [under pseudonyms of course] as wannabe investors who either need advice or have experienced extraordinary gains due to their advisors insight - and willingly pass those names on for all to see - all in the name of gaining business. Beware my friends - beware. Mind you I do think that Josephs thought processes are sound and make a lot of sense
Hello Joseph, My only worry with S&P Global is the lowish ROCE, 10.7% in 2023, 7.3% in 2022. These figures are way lower that of Microsoft or Apple for example. What is your take on this?
The full effect of their acquisition of IHS has already impacted the balance sheet but the returns on the acquisition are not apparent yet, I'd say do not worry too much, they remain the same recurring-revenue, free cash flow generating, well stablished and dominant player in their market.
Thanks so much Jo.I listened to you talk about Real Estates stock and I can say I was one of the that got hit by its bad performance in the market. However its too late to cry over spilt milk so will just ask if you have any tip you can give as regards my next move in the market because my portfolio of $300k is down by almost 20% and I dont go into 2024 with such negativity.
As a one piece fan, netflix is looking attractive since they’re getting all the one piece content (live action, new better paced anime). Showing me that Netflix is placing importance on popular IPs and has long term plans for the future by redoing popular IPs
80/20 Stocks Bonds 40 yo, November was good, struggle to put away 4% these days because of so many mid-life bills. I now make around 120k a year, and i aim to make dividend returns as i work to retire early, but how do i achieve this?
Given reduced inflation signals and the belief that the Federal Reserve has halted rate hikes, what are the best additions for a $500K portfolio to enhance overall performance through diversification?
After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Hey Joseph, judging by your investment amounts you seem like a high-income earner. Why would you invest in REITs such as Vici if you'll be taxed in the highest bracket?
Hi I would love to share insights with experience investors stocks like GSBD and IEP offer a very nice dividend of 12% and 23%.. they have being paid for decades... but they are never in this reviews... why is that? What am I missing about this high yield dividend stocks?
New data on earnings is updated within 2 weeks of the earnings release. The website has new features come out semi frequently. (next one is a way of doing DCF)
@joseph carlson - If you had $100K today to start investing in dividend stocks, what would be your top 5 picks and allocation %/s? I know it's only a recommendation, but welcome your experienced thoughts. THANKS
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Your Qualtrim website doesnt work and I cant subscribe through Patreon....
@@fastbreakr Can you explain in a bit more detail? Did you create a Qualtrim.com account?
Do you currently have a patreon account that joined my membership?
It *should* be working, but if not I can get it fixed.
Yes I created an account. When I search for a stock, I just get spinning wheels where the charts should show up. When I try to subscribe through patreon, it says "Qualtrim would like to view your public profile". I click "allow" which brings me back to Qualtrim with a pop up that says"failed to create subscription. I have tried 2 different browsers.
Thanks for your response!@@JosephCarlsonShow
You obviously have a lot of money to grow your portfolio. You should really expand to do some high yield stuff and start selling options. You are missing out on tons of income. If I had your capital I would be earning prob close to 3000 to 4000 monthly with lower overall risk of market movements. Just a though. I know you probably are partnered with M1 but I think it's time to upgrade and start doing some cash secured puts etc.
Why did you hold VICI all year long, to avoid cap gains tax?
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.
Finding financial advisors like Melissa Terri Swayne 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.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an advisor. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
I can't divulge much but Sonya Lee Mitchell is the FA I work with you, you can do your due diligence as she's very much accessible to the public
I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
Angela Lynn Shilling 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 searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Leila Simoes Pinto’’ You can easily look her up, she has years of financiaI market experience.
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.
The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
who is your advisor please, if you don't mind me asking?
Credits goes to "Carol Vivian Constable” one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Well I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
Agreed, which is exactly the reason I stopped taking advise from TH-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.
Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal..
Good news to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks .I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities
Hi , please who is the expert assisting you and how do I reach out to them?
Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing
he erosion of my financial reserves due to inflation adds to my concerns. At this point, I'm still at a crossroad regarding whether or not to liquidate my $138k stock portfolio. What’s the best way to take advantage of this current market?
you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours 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.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Monica Amanda McClure is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
interesting! just copied and pasted her full name on my browser, found her site at once, and skimmed through her credentials, very much appreciate it.
i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 38% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my advisor Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…
I’d choose expertise any day because finding the right balance between investing and living is very important to me.
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
This is an amazing line up of stocks
These stock breakdowns are awesome and i learn so much about investing. I would love to see you evaluate more stocks outside of your portfolio too!
Is the stock market actually getting better or is this the regular end of year market manipulation to entice new investors, I'm currently sitting on an inheritance of 500k and i'm wondering do I invest in stocks or Gold?
It is advisable to diversify while retaining 70-80% in secure investments. Along with your budget, you should think about financial advising.
Please how do I find and contact this financial counselor ?
Michelle Christine Parker deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend looking her up to locate her online if you are internet-savvy
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I have been trying to make money online and also tried to trade with Bitcoin and I was making losses while trying to make profit myself from trading...I thought trading on demo account is just like trading in the real market.. Can anyone help me or at least advise me What should I do? This is really interesting, I'm a business woman, I have a good sum of money in my savings account, I want to invest 60%, What is the minimum amount one could start up with?
I will advice you to find a professional to help you
That is true
This is the ideal time to invest in cryptocurrencies due to the rise in cryptocurrency prices.
How can someone know a trustworthy professional trader when a legitimate trader is so hard to find these days.
💯
Stocks have stayed aloft as signs of cooler inflation encouraged the market to believe the Fed is finally done with raising rates, Making Investors like me believe that “Santa has come early” to markets to find out the best additions to a $500K portfolio to boost performance
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to stay afloat, hence I engaged the services of a true market strategist to help rejuvenate my $700k portfolio and boost performance and returns by 40% in a little over four years.
sounds great! could you please suggest this expert you engaged their service? I have lots of difficulty sorting out the right investments on my portfolio
‘Marisol Cordova’ deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend exploring her work and locate her online if you are internet-savvy
Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal.
The author of this channel has not outperformed the S&P 500 net of tax/trading frictions despite the tremendous amount of work hours invested to stock selection and has (so far) proved Jack Bogle and Warren Buffett correct (they both recommend indexing to people such as the author of this channel). I congratulate the author for his successful business of granting us portfolio voyeurism as an entrepreneur. Continued successes to you Mr. Carlson!
Thank you for the portfolio updates ! Have a good week sir
I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0
Well you can say that but i feel right now everyone should really just take a step back and pause from carrying trading activities truly it isn't worth it.
Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things
I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.
That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders.
If anyone ever told me I will be randomly be surfing on the net and come across individuals talk about Camille Anne Hector will for sure doubt but this is crazy I know her and love her strategy so much wow thanks for preaching the gospel…
Informative video as always. How about analyzing some potential stocks that are not in your portfolio for 2024?
😂
No pure big tech plays, do you feel after the sectors outperformance they may slow down for a year or two due to high valuations?
Enjoy your vids and commentary. Don't necessarily agree all the time, but that is what true INVESTING STRATEGY/IDEAS sharing are all about and you're obviously well researched in your investments. As I am pushing 70, 3/4 of my main portfolio is in a similar strategy vein (compounders) as yours with the remaining in dividend income stocks. And separately high yield % cash & direct real estate investments.
Joseph,
Have you seen the yields on PBR.A and IEP shares today?
Over 23% divi's on Petrobras Preffered shares and 24.41% on IEP.
@Joseph, as a long time follower, I love your reviews. BUT you should try and explore (I'm saying explore, not invest in) other companies, not always the same ones.
PANW for example IMO can skyrocket like Tesla did
UNTC with its massive dividends and zero debt probably it's worth a small position
RACE (Ferrari) doubled up in the past 12 months and its production is sold out for the next 3 years. It's also the car maker with the highest margins and they can basically charge as much as they want
ULTA has a low-ish PE ratio and an impeccable track record
I love the railroad stocks sales pitch, but what makes me hesitate a bit is my lack of understanding over what happened in the mid 2000's that led to many of the railroads having negative net income. What is the nature of that decrease, and could it happen again?
You can go to the old reports and read, also don't use net income, use fcf or ebitda to really see what's temporary vs permanent
@@fanban2926 Why would I want to exclude depreciation on a business as capital intensive as railroads?
@@richardm123 You want to exclude short term fluctuations, operating leverage can really swing and as such you'll have a massively misguided view when different events coincide. I would mostly focus on excluding short term noise like non cash write-offs ect, you could use cash from operations-wc changes -depreciation/normalised capex, as such you remove any non cash items & any noise from working capital (maybe a merger or something else is affecting it, temporary receivables increase or inventory ect), then removing depreciation from that leads to a more normalised picture for capex and the resulting adjusted fcf metric incase any big investments were to affect fcf in say a combination with a dip in wc or a pandemic creating a slowdown in transport.
There are tons of ways to adjust and trick around, the point is that you should look for a discrepancy between these different earnings/adjustments & gaap, then you have to do the actual hard part of determining what this all means and if it is indeed temporary or permanent & if it is priced in or not. Then you'll have to consider the history and track record of the business & so on. Look at the business & situation in multiple ways with multiple metrics & adjustments to see what is really the probable future value of the company and the stock.
choo choo backwards is oohc oohc
@@tremoo5987bullish
Joseph, need a course on your full fundamental and technical analysis involved in tracking and purchasing a stock as well as valuations.
Successful people don't become that way overnight. most people see at a glance-wealth, a great career, purpose-is the result of hard work and hustle over time. I pray that anyone who reads this will be successful in life..
Many of us don't know where to invest our money so we invest it on wrong place and to the wrong people
Nothing interests me more than talking.about Bitcoin investment and making money in forex trading.
Am loving this topic already
Despite the economic downturn, I'm so happy. I have been earning $ 60,000 returns from my $7,000 investment every 14days
Just found your channel recently, really like your content and commentary. Question for you, at what point in my dividend snowball should I stop Auto-Dripping and just Manually re-invest myself? Some of my DRIP offer 2-3% discounts, but it seems like manually has its advantages on buying more value and beaten down stocks like the ones highlighted in your video. Thank you
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 like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.
The stock market rally run is gone, but I'm not
sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.
Is this a good time to buy stocks? I know everyone is saying we are in the bull market and all, but obviously there are strategies to maneuver when there is a bear market but these strategies doesn't come common to the average folk, I'm attempting to create a portfolio for me and my children that will at least be $1.2m in value.
Her strategy trade EUR/USD is quite impressive and her currency pairs are 100% beneficial. With her help I've been able to leave my 9-5
yeah she does and in my opinion, it's a huge one and chance for you to change your life with trading.. I just bought my dream Mercedes from last week's profit. All thanks to her expertise.
Do you happen to know her contact info and /or willing to pass on her info? I'd really appreciate it.
Wow. You are gaining your portfolio much faster than mine. Crazy gains. Nice job.
PYPL, NVDA, and CP are my top 3 picks for 2024. Also recently got a tiny position in BABA around $71.
no safety with chinese stocks. what do you think about it?
@@maxaffe3195 it's the only chinese stock i hold and it's currently at 0.5% of the portfolio (potentially up to 1%). it's a very small risk I'm willing to take at this price.
Baba is like throwing money down the toilet.
@@johnpersechini4951 no different than putting 0.5% into any high risk stock. it could go to zero and I'd just shrug.
Except NVDA is hella overpriced now after its recent run this year
Thanks, wasn't aware of Canadian Pacific but the fundamentals are sound and the technicals are ripe for a trade. Will look into entry.
Why does CP expect EPS to decline by 20% in 2029?
I like Netflix, but the PE of 47x it's just too expensive for me
Does Canadian Pacific pay qualified dividends?
Any thoughts on ANF (Abercrombie and Fitch)? Up 254% YTD 😳
I was never into REITs and railroad until I followed your videos and after my own personal research, have opened positions in VICI and CP . Do you have any thoughts on energy stocks ? I personally opened up positions in OXY as I believe Occidental might be one of the compounders with their DCC plant and recent acquisition of Crownrock in the Permian basin . Thoughts ?
Personally, I dumped any/all REITS I did own, except $VICI (don't like the purchase/partnership with health resort company, but maybe the real estate side pays off) . The others overreached during the low interest period and lack of forward vision was reason. I am warming up to CP to purchase a small position (again) at current price to retain a more keener interest in their development. Back to VICI, I believe they have valuable pricing power in the growing LV development area. In regards to energy, I tired of the yoyo swings and so am only involved with $TNK (Teekay Tankers) which just floats (no pun intended) and cushions the ups and downs of that market.........and is one of my biggest winners to hold.
I will forever appreciate this channel, you’ve helped me and my family a lot, your videos, advice and lessons are inspirational helpful to us,
I now earn every week. You’re such a blessing to this generation, we all love you
Okay but is not luck, is all about having good investment plans most of all trading with a trust worthy expert.
Watching professional trading videos and most especially connecting with the right person the digital world is full of in unreal people I met some of them during my success journey. I felt same way when I started especially when you use demo account you might be winning but when you put in real money you start losing I understand and I pass through it all. I’m very happy I’m profitable now.
Hey how good are your earnings I will like to get some insights into trading thank you.
Currently i can attest to the fact that I
make $18,300 weekly through trading
which is more better then my monthly salary job. Trading becomes my passive
income.
I can relate to all you said becaus am facing similar thing right now.
Congratulations I wish you more success.
For me I am still in the fear zone, I've always been scared of loosing my money but love to see people share such words of encouragement through their earnings.
congratulations.
I prefer OPEN vs Vici, I also own TRIN, they along with Vici will rise ongoing.
What are your thoughts on a CBDC (Central Bank Digital Currency) affecting mastercard's and visa's revenues?
I think one of the things you figure out early with a study of Visa and Mastercard is that they've never truly held a monopoly in payments. They hold a slight monopoly in one form of payments. There are so many ways to pay for things that go around them. So I don't view stuff like this as much of a concern unless I can really see it eating away at the actual financials, which so far I do not see happening.
Good content but would like to here your price targets for these in 24/25 to round out your thesis
So much knowledge! Absolutely free! I was never taught anything about money, I am praying and working to change that. I am 46 no retirement no savings because I made a lot of mistakes when I started investing, trying to correct that now. Already have a few thousand$ saved up to invest for long term. I would like to know what advice you could give to start my investing journey. Listening to you gives me inspiration and wisdom. Thank you so much!
Hi Joseph. One has to factor in the tax burden of dividends. Would it not make more sense to switch to dividend stocks when you hit retirement, when that income is actually needed?
Diwnturn is coming, or at least pullback overall because Stocks cant run like this for very long. Be ready to load up
The market can remain irrational longer than you can remain solvent.
Will check them out. Thanks. ABOUT the end of May. I picked stocks: MOD, EXTR & LMB. LMB went from $21.01 to $43.21 100%..// EXTR $ 21.65 to high $ 32.xx peak) Sell peak. 47% // MOD $19.73 to $56.74 >> 187 %. Growth Stock with high Earnings. Two had hard pull backs due to WAR news. I am thinking MOD ar $ 56.74 will double again in a year. Big time. >> Sell all peaks if they look like a profit sell off-- Always buy the dip back. Ride with the earnings. Hold with the earning runs. Sell if earning go down. Buy back when a company earning go again. Move from one to another.
I’m curious what makes you think vici will outperform realty income? (Now that we know rates won’t increase)
You choose excellent stocks. I am not sure it’s too late to buy for price evaluations .
Is there any etf that can beat SPY and QQQ in long run?
Not in our lifetime I think
Why no apple or microsoft? I thought they‘ve been very strong this year and will continue to grow well
How much of the portfolio is divided gains and how much have you contributed?
$113k from capital appreciation, $25k from dividends. The rest from contributions.
Just FYI, Costco is a success story here in Japan too. They opened one up near
Me in Gunma Prefecture and its changes all our lives. My American son and another American friend moved here partially to be near Costco.
I really want to buy Costco, but right now too expensive with better opportunities. For the next year I am for sure watching for a Costco possible dip to start adding to this best long term performer
Meet kevin just shorted Costco, you might get that dip soon
In my opinion, you initiated your CP position at a premium. Stay patient!
I love the transparency! Great Video Like Always! I love Amazon and that's the one I'm holding! I'm tempted to buy Alibaba @ $71 BUT the word on the street is that Alibaba is a risky stock because China is unpredictable.
I’ve been considering Alibaba too but I read the following: When purchasing BABA stock, an investor technically is not purchasing shares in the Alibaba Group, but rather in an offshore shell corporation (typically based in the Cayman Islands) that has a claim to its earnings. There’s quite of bit of risk and controversy concerning this stock arrangement.
Do you still like POOL?
Today is my birthday. Say cheers and get a cookie
What's your view on debt-to-equity ratios? I like the stocks I pick to be sub-40%. Is that too low?
Hey do you have any discount for qualtrim plans ?
The wisest thought that is in everyone's minds today is to invest in different income flows that do not depend on the government, especially with the current economic crisis around the world. This is still a good time to invest in gold, silver and digital currencies (BTC, ETH.... stock,silver and gold)
Gold / Silver are probably the worst investments one can make.
That guy for the railroad at the end seems cool
Netflix (and other streaming services) resembling cable more and more everyday.
Since this video was posted a quarter ago;
VICI - Down 8%
Netflix - Up 17%
Costco - Up 13%
SP Global - Down 3%
Canadian - Up 14%
Average Combined Return - 6.6%
Average Return of the SP500 within the last quarter - 9.15% (and this was this every analyst saying the top was in)
Obviously, this is a short-term investing window. Stock picking is fun, but save your time people...
Joseph what do you think about CP's EPS dropping in a few years time on Qualtrim? It makes it look less enticing 😬
If you had to pick between Costco and SPGI which would you choose and why?
Honestly both are good, but i have moody's instead of spgi
Which one is better single stocks or ETF to invest in?
I have only been watching your videos for about 3 months, job well done, plus nice well thought out portfolio. What is your take on SoFi, both in analytics and just gut read? If I have missed your take on them, my apologies. Thx
Have you seen the hit peace John Olivet made on rail road cargo? I would reconsider my position
Joseph, there's a lot of talk going around about the crash on the horizon in 2024. Would you do a video giving your thoughts on that and how it could affect the market?
Wasn’t there a lot of talk about a crash on the horizon in 2023? :-) The truth is that a crash is when the same guys that sold you the stock last month tell you it’s worthless now… but they’ll buy it back for 30% off.
@@epbrown01 Sure. Excellent point. And I try to filter the noise, but there are signs it's hard to ignore: bank failures, corporations unable to borrow at these rates, the increasing fragility of the housing market, increased automation eliminating jobs, etc. Just curious what Joseph's thoughts might be. He always keep a cool, yet informed, take.
More important to determine if your companies can withstand and survive a recession than speculating on when one will happen or how long it will last. I feel confident in my portfolios ability to survive through a recession without permanent capital loss.
@@JT883 Fair enough. I don’t know how you can trust a guy that doesn’t have three first names and a dodgy link. Everyone in the TH-cam comments seems to love those guys. ;-)
What's your thoughts on CP's cash & debt situation. I would love to buy into the company but the amount of debt looks extreme.
Costco is also my all time favorite
Part of a very important coin been talked about in the BCL
Costco: @17:25 its actually gross income. I don't understand how its good with a net profit margin of
I think you missed Amazon ! ! I think this year their profit margins are going to improve and they'll be a cash cow for the next couple of years !
No.
I struggle to see Amazon not being the worlds largest company in the medium-long term
Hey joseph, which plataform do you use?
I think Canadian Pacific is hard to beat in next 5 years. Thanks for the video
what about NVR?
Love the updates, keep em coming!
What are the best strategies to protect my portfolio from a crash? I've heard that the market crash will devastate the financial market, so I'm concerned about my $200k portfolio.
Amidst recession, investors need to understand where and how to allocate funds to hedge against downturns and still make profits. if you can't navigate the market you should consult with an expert advisor
The US-Stock Market had been on it’s longest bull-run in history, so the mass hysteria and panic is relatable considering we’re not accustomed to such troubled markets, but there are avenues lurking around if you know where to look I’ve netted over $450k in the past 10months.
@@maryHenokNft Do you mind sharing info on the adviser who assisted you? I'm 39 now and would love to grow my stock portfolio and plan my retirement
Do your homework and choose one that has strategies to help your portfolio grow consistently and steadily. *Camille Alicia Garcia* is responsible for the success of my portfolio, and I believe she possesses the qualifications and expertise to meet your goals.
Thanks, I just googled her I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.
Your 5 favourite stocks achieved an average return of 13.14% since this video was made adjusted for inflation including dividends, according to TotalRealReturns.
For comparison, the benchmark index (QUAL, the MSCI USA Quality Factor ETF) achieved a 14.11% return in the same time period, with more diversification, less risk, and less effort.
2:28 A correction to call out: it’s not 5.4% every quarter. It’d be 5.4/4 per quarter.
I like costco and I like canadian pacific. But I also think about copper and uranium stocks.
Yes I’m in industrial metals and bulk transportation as well
Good sectors
Good dividends
I’m not convinced CP will do so well next year, if there’s a slowdown in the economy. I started a position at its lowest, I’ll be building it while it’s low then sit on my hands while it grows 😁
Smart!
Hey Joe thanks for videos. I enjoy your perspectives. As some one who is also invested in CP. I am concerned with Keith creel selling 40m worth of shares do you have any insight on this? also have you read hunter Harrison book or audio book? I highly recommend it since he mentored Keith.
Well well - what a bunch of ever so helpful followers you have Joseph! Ever so keen to pass on the names of their advisors. I can't help but suspect that a number of these advisors also pose [under pseudonyms of course] as wannabe investors who either need advice or have experienced extraordinary gains due to their advisors insight - and willingly pass those names on for all to see - all in the name of gaining business. Beware my friends - beware. Mind you I do think that Josephs thought processes are sound and make a lot of sense
Hello Joseph,
My only worry with S&P Global is the lowish ROCE, 10.7% in 2023, 7.3% in 2022. These figures are way lower that of Microsoft or Apple for example. What is your take on this?
The full effect of their acquisition of IHS has already impacted the balance sheet but the returns on the acquisition are not apparent yet, I'd say do not worry too much, they remain the same recurring-revenue, free cash flow generating, well stablished and dominant player in their market.
Bruv,
MCO and SPGI have total monopolies in the ratings business.
These are buy and forget stocks.
@LZin-uk5nh how do you maneuver buying such crucial but expensive stocks? DCA?
Thanks so much Jo.I listened to you talk about Real Estates stock and I can say I was one of the that got hit by its bad performance in the market. However its too late to cry over spilt milk so will just ask if you have any tip you can give as regards my next move in the market because my portfolio of $300k is down by almost 20% and I dont go into 2024 with such negativity.
this is one the greatest videos ive watched in my years on youtube
As a one piece fan, netflix is looking attractive since they’re getting all the one piece content (live action, new better paced anime). Showing me that Netflix is placing importance on popular IPs and has long term plans for the future by redoing popular IPs
80/20 Stocks Bonds 40 yo, November was good, struggle to put away 4% these days because of so many mid-life bills. I now make around 120k a year, and i aim to make dividend returns as i work to retire early, but how do i achieve this?
Rather hold Amazon then Netflix
Given reduced inflation signals and the belief that the Federal Reserve has halted rate hikes, what are the best additions for a $500K portfolio to enhance overall performance through diversification?
After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.
impressive gains! how can I get your advisor please, if you don't mind me asking? I could really use a help as of now
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
what do you think about AVGO ? :)
So buy all? All look great
I got my law degree at Costco.
Hey Joseph, judging by your investment amounts you seem like a high-income earner. Why would you invest in REITs such as Vici if you'll be taxed in the highest bracket?
Hi I would love to share insights with experience investors stocks like GSBD and IEP offer a very nice dividend of 12% and 23%.. they have being paid for decades... but they are never in this reviews... why is that? What am I missing about this high yield dividend stocks?
Do you happen to update your website regularly? Thanks for the content as always
New data on earnings is updated within 2 weeks of the earnings release. The website has new features come out semi frequently. (next one is a way of doing DCF)
@@JosephCarlsonShow thank you for the response!
Yeah SoFi savings account for the win it’s been growing so incredibly fast
Do you use Netflix at all by chance? Price has gone up over like 5 times within the last 2-3 years and they keep losing shows
@joseph carlson - If you had $100K today to start investing in dividend stocks, what would be your top 5 picks and allocation %/s? I know it's only a recommendation, but welcome your experienced thoughts. THANKS