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.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $285k to around $720k.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Lisa Grace Myer for the last five years or so, and her returns have been pretty much amazing.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look LISA up on google and send her a message. You've truly motivated me. God's blessings on you.
I have not commented for awhile, but these analyses are short, pregnant and always to the point. It is definitely one of the best, if not the best stock analyses TH-cam channels. Great job again 👏👏👏
I just turned 46 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $150k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advlsor to help in diversifying your portfolio to spread out the risk.
Agreed, people often underestimate the role of financial advisors. Over 30 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
Judith B. Richards a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I would like to pick the following stocks for 2025: AMZN, GOOGL, META, MSFT, MCO, MSCI, SPGI, UBER, ASML, TSM, NVDA. try to keep everything around 10%. Please what could be my safest buys with 200 grand to outperform the market in 2025?
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
One of the most well-known people in her field is my CFA, Melissa Terri Swayne. I suggest looking into her qualifications in more detail. With her extensive knowledge, she is a great help to anyone trying to understand the financial market.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
I'm really fascinated investing in stocks this 2025, but I haven’t put in a lot of money yet, despite seeing news of people making millions, because I’m always concerned about the risks involved. What are the best strategies for less risk and more gains?
Diversifying your investments can help you manage risk while aiming for solid returns. It might be a good idea to explore sectors that tend to do well during inflation, like bonds or utilities. Also, seeking the help of a financial advisor could be really beneficial. They can provide you with tailored guidance and help you develop a strategy that aligns with your goals.
I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an investment advisor is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2023
I currently have about $120k invested in PLTR and I'm looking for more additional stocks to diversify across different markets. My goal is to create a well-balanced portfolio that mitigates risk while achieving returns that keep pace with yearly inflation.
Increase exposure to interest rate-sensitive sectors like REITs and utilities, and maintain or slightly increase holdings in growth sectors like technology and consumer discretionary. For tailored advice, consider consulting a financial advisor.
This is why I entrusted a fiduciary with my investment 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
The advisor am currently working with is Judith B. Richards. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get outlining my objectives.
I'm searching for other equities to diversify across markets, as I now have around $120,000 invested in PLTR. Creating a well-balanced portfolio that reduces risk and generates returns that stay up with annual inflation is my aim.
Maintain or marginally expand holdings in growing industries like technology and consumer discretionary, while increasing exposure to interest rate-sensitive industries like utilities and REITs. Think about speaking with a financial professional for specialised guidance.
For this reason, I trusted a fiduciary to make my investing choices. Many people undervalue counsel until feelings cause them to lose money. My advisor created a customised plan that guided my entry and exit points for the stocks I concentrate on and was in line with my long-term objectives. My portfolio has increased to almost $850,000 as a result. So far, my personal best
I have worked with a few financial advisors before now but i ultimately settled for 'Annette Marie Holt'. She is SEC regulated and licensed in US. You can easily look her up
Thank you for the great short overview of the stocks 😊.Here are my suggestions on what to analyze next: Equinor ASA (EQNR), Electronic Arts (EA), ASML.
ex MDLZ employee, top quality company, enormous, almost all over the world products, they lead the candy production industry together with Nestle. Sooner or later, they will acquire HSY, other than that they are in coffee and tea industry with JDE, so i am all in into MDLZ and ADM. Just to clarify that ADM are huge supplier for the MDLZ business, so these two companies are top notch. In regards to the ADBE , i left production industries, and currently work for Architectural studio, so everyone is using licensed products of ADBE, which includes Autocad and Adobe DC Professional , so long term the company will grow, just i am not sure how good is the current entry point. Other than that, great analyses from Sven as always.
growing number of creative cloud subscribers and where do you get something so versatile (so many apps und functions) in this field for this price? their ecosystem is quite unique
Sven, I have to admit I totaly feel you, I am a relatively young value investor I just woke up today to a friend of mine making 180K in a single day from a meme coin he even recommended me buying, everybody makes money in this crazy market but value investors who focus first on risk! This is one of the hardset times being a VALUE investor because people make fun of you , joke on you and call you crazy for not BEING crazy with the herd.
Survivorship bias. You only hear from the lottery winner who won 15 Million Euro. You never hear from the 99% of players winning nothing their entire lifes.
Hey Sven, I'm a research platform member. Was wondering. Any plans to create a little app for your platform? Would be very handy to read your research on the go 😀
I invested in a few of these but my portfolio is down 20%, with losses over $90k, and buying more isn’t an option. I’d appreciate any advice on boosting returns to break even. I am losing my mind given that my retirement draws nearer?
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. I've been in touch with my CFA for about a year now and although I was initially skeptical about it, the portion of my portfolio she's handling i will say has made more progress within a year generating 6-figure profit.
My CFA is Victoria Louisa Saylor, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Could you do a video on some good unusual checks an investor can do, like adjusting FCF with the stockbased compensation of amazon? It's a (not so small...) detail which I wouldve personally missed. Thanks
I'm admittedly bummed that I didn't go with my gut instinct & buy bitcoin few months back when it was $40k - $55k range. is it too late to get in and make profits? i have set aside $450k to get fully invested this year
i don't think it is. Once bitcoin crosses it's all time high, it becomes the new bottom. Anything under 69k is a good buy. It's still advisable to work with a fiduciary advisor instead of relying solely on speculations
The only issue you might have is the fear of missing out, just like everyone else. A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 10years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $1million in gains… might not be a lot but i'm financially secure.
Sven, the terminal value in the Excel model should not refer to the year 2034 (column M) instead of what it seems to be 2033 (column L)? I am refering to the 78,28 that may be 81 approx?
Thanks for your opinion. The flatishness of mondelez revenue and income should come from the spin-of of (the kraft heinz group) bc mondelez is the renamed old kraft heinz company . ..so the revenues are probably not adjusted of course the 3% cagr could be the future.. but very strong brands could make also a bit more.. we will see ..
Hi Sven! Can you do Danieli & C. S.p.A? They seem to have a robust balance sheet and are pretty innovative, but the stock is down 18% yoy. What are your thoughts?
Good video. ADBE is an interesting one... with AI, I think there'll be a lot less demand for their main products. Will be interesting to see if they can raise prices to compensate.
Hi Sven It would be great if you could look into Terry Smith and Fundsmith. He has his 6 main investment ratios that he looks into and very strong principles it seems. He seems very much on your wavelength, though your style is a bit more “freestyle”. Could you do a thing on Fundsmith and the philosophy and portfolio? Especially the topics around ROIC, low leverage, and the predictive value of “high quality” businesses would be super interesting! 🙏
Hi sven you should check TX i think you would like it. No debt. 10% div yield. Great managemenet. 0.5 BV. Biggest steelmaker in latam with one of the cleanest steel wich brings a moat to the company. Its has been down due to worries about tariff with trump. 2025 its peak capex they are building the most modern steel plant in the world. So after 2025 we could see bigger dividends or even buybacks Greatings from argentina!
I bought TX at $13, sold at $37, you know me, give me a recession, then I'll look at these cyclicals again. As they build the most modern plant in the world, oversupply, low prices, then we'll buy....
Hello Sven, thanks for all your great Videos! I really enjoying all of them. I was wondering if you give us your 2 cents on some famous REITs, like O, NNN, MAA, STAG and so on... With the new rate scenario in the US they mostly have the Potential for good, not stellar Profits. Thank you!
Thank you for great analyses. Could you do Wacker Chemie Ag? Closing in on lows seen only 3 times the last twenty years. Dividend 4,5, pe 26. Recently lowered dividend. Seem to be adding some debt but unsure of the risk in that. Best regards.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Katherine Miller
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
@@InsideInformation-z2o There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
How can I safeguard my cryptocurrency wallet? My wife's wallet was compromised, and we lost everything. I'm afraid this will happen again. Is there anyone who knows how we can keep our money safe?
Caroline Suzan Olson. She is a professional who has assisted many people in protecting their financial assets. Google her name to learn more about her qualifications and services.
I curiously copied and pasted her name on the web; her consulting page came up at once. She seems highly professional and well matched for the job. Thanks for putting this out!
Have you considered how secure your wallet really is? It's a question I asked myself before seeking advice from Caroline Suzan Olson, and it made all the difference. She's a trusted professional with extensive experience in helping individuals safeguard their investments. Sometimes, taking proactive steps can save you from significant losses.
BrokerCheck confirms that she is authentic. I also searched for her name on Google, found her consultant page, and sent her an email. Thank you for sharing this information.
Appreciate your transparency ! I'm still holding XAI707K just because of the institutional interest and use. Also, it's tried and tested... something that can't be overlooked.
Are you sure your analysis of MDLZ revenue history is correct? As far as I know MDLZ is in fact the old Kraft Foods which was renamed and from which they split out the current Kraft Foods Group. This was completed in 2012, so maybe the numbers you were looking at got distorted by this rather complex transaction.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Grace Maier.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Mondelez These type of companies have the distribution infrastructure and established brand power . Easy to replicate not sure because retailers will only continue to stock what sells and having the distribution networks is not a easy thing to achieve
Asking the same question on your earlier video. I noticed for one of the stocks in your valuation tool you put a payout ratio of 16% whereas for google’s valuation the payout ratio is 100%. Why is this
Adobe is the most interesting one here, but I get the same conclusion. It’s an unknown how they will be able to monetize AI and at the current price the valuation is just too high I think. But it depends on the future growth rate of course
Adobe is pricey and unfortunately there is a conflict between providing value to shareholders vs users. I liquidated a part of my holding as they appear to be failing in execution of both.
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week i started with 5k in last week 2024.... now i just hit $32,590❤️. thanks to Katherine Grace Maier for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Porsche p911. Looking at your data processes it would appear everything lines up to you being a p911 big time player (not the porsche/vw group prev. discussed).p911 is a gr8 use of your thoughts/expertise and illumination! 911 hybrid-wowsers.
Years ago I started a new ETF ticker SSVN with one objective, we are a long short strategy that inverse Sven Carlins picks. We are now up 45% on the year and 2700% all time. This guy is one of our largest shareholders. Just thought I’d let you all know that he is joshing.
Hi Sven please do analysis of Cake Box Holdings . British cake retail franchise, they haven't stopped growing and dominate their niche of affordable egg free, personalised cakes in England. Over the last 6 years on average: Mid-single digits comparative sales growth. Double digit revenue growth in high teens and profits growth in mid teens. They're comfortable in their niche and isn't there to disrupt the larger domestic cakes market, so for the long term they have ambitions to expand internationally. Risks: - Stickiness of the product and brand is questionable, no real moat - Competition, new smaller players joining the market - Recession - Accounting scandal Would love to hear your thoughts especially with your background in accounting. Could be a good topic around accounting for investors.
The number he had was operating cash flow for half the year. Double that then subtract capex. Roughly 10% when compared to it's market cap. Sounds intriguing but always look at debt. If they had 0 debt that's very intriguing. But they clearly don't.
Sven, have you accounted for all the current and future lawsuits against PFE for their part in crimes against humanity, especially over the last 4 years?
AI stocks are set to dominate the market in 2025, and I’m especially optimistic about NVIDIA. With its strong long-term growth potential and critical role as a key enabler for other AI companies, it stands out as a top choice. I know someone who’s seen over 200% returns with NVIDIA. I’d love to hear any other recommendations you might have!
I believe AI represents the next major growth frontier. For sustainable success, similar to META, it’s important to avoid impulsive decisions driven by short-term market fluctuations. Instead, focus on patience, maintain a long-term outlook, and consider working with a financial advisor to make well-informed investment choices.
In a similar situation, I chose to work with an advisor. By diversifying my portfolio across solid ETFs, the S&P 500, and growth stocks, I successfully grew my portfolio from $200K to over $800K in just a few years.
Your advisor must be exceptional! If you don’t mind me asking, are you still working with the same advisor? I’d love to know how I can get in touch with them.
Her name is Rebecca Lynne Buie. I can’t provide many details, but you should be able to find her basic information online if you wish to look into it further.
Just swapped all of my last ETH and swapped it into XAI707K$. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
Who can look at a company that makes snack cookies and think “yep that’s where I want to invest for the next 20 years, I expect Oreos are going to grow like crazy” 🤣🤣🤣 flat revenue for 20 years… WHO WOULD BUY THIS
Interesting video Sven. I own Pfizer (bought it one year ago at 35$), but I think you're right; I think I should just cut my losses and at least win on the current valuation of Euro to USD. In a future world I just want exposure to healthcare, but perhaps I should just own a fund that tracks that area of the stock market... :D
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.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $285k to around $720k.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Lisa Grace Myer for the last five years or so, and her returns have been pretty much amazing.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look LISA up on google and send her a message. You've truly motivated me. God's blessings on you.
I have not commented for awhile, but these analyses are short, pregnant and always to the point. It is definitely one of the best, if not the best stock analyses TH-cam channels.
Great job again 👏👏👏
Thanks for sharing!
🤰
I just turned 46 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $150k
Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advlsor to help in diversifying your portfolio to spread out the risk.
Agreed, people often underestimate the role of financial advisors. Over 30 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
Judith B. Richards a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I would like to pick the following stocks for 2025: AMZN, GOOGL, META, MSFT, MCO, MSCI, SPGI, UBER, ASML, TSM, NVDA. try to keep everything around 10%. Please what could be my safest buys with 200 grand to outperform the market in 2025?
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
One of the most well-known people in her field is my CFA, Melissa Terri Swayne. I suggest looking into her qualifications in more detail. With her extensive knowledge, she is a great help to anyone trying to understand the financial market.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
'There is a difference between "Food" and "Brands"' - Well said Sven, i couldn't agree more.
:-)))
I'm really fascinated investing in stocks this 2025, but I haven’t put in a lot of money yet, despite seeing news of people making millions, because I’m always concerned about the risks involved. What are the best strategies for less risk and more gains?
Diversifying your investments can help you manage risk while aiming for solid returns. It might be a good idea to explore sectors that tend to do well during inflation, like bonds or utilities. Also, seeking the help of a financial advisor could be really beneficial. They can provide you with tailored guidance and help you develop a strategy that aligns with your goals.
I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!
Mind if I ask you to recommend this particular coach you using their service?
I've stuck with ‘ "Lauren Christine Campbell’’ ’” and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an investment advisor is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2023
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.
"Zareen Grace Church" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks
I currently have about $120k invested in PLTR and I'm looking for more additional stocks to diversify across different markets. My goal is to create a well-balanced portfolio that mitigates risk while achieving returns that keep pace with yearly inflation.
Increase exposure to interest rate-sensitive sectors like REITs and utilities, and maintain or slightly increase holdings in growth sectors like technology and consumer discretionary. For tailored advice, consider consulting a financial advisor.
This is why I entrusted a fiduciary with my investment 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
Your advisor must be really good, how I can get in touch with them as my portfolio isn't doing well.
The advisor am currently working with is Judith B. Richards. I came across her in a Bloomberg interview for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look her up.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get outlining my objectives.
I'm searching for other equities to diversify across markets, as I now have around $120,000 invested in PLTR. Creating a well-balanced portfolio that reduces risk and generates returns that stay up with annual inflation is my aim.
Maintain or marginally expand holdings in growing industries like technology and consumer discretionary, while increasing exposure to interest rate-sensitive industries like utilities and REITs. Think about speaking with a financial professional for specialised guidance.
For this reason, I trusted a fiduciary to make my investing choices. Many people undervalue counsel until feelings cause them to lose money. My advisor created a customised plan that guided my entry and exit points for the stocks I concentrate on and was in line with my long-term objectives. My portfolio has increased to almost $850,000 as a result. So far, my personal best
Could you kindly elaborate on the advisor's background and qualifications?
I have worked with a few financial advisors before now but i ultimately settled for 'Annette Marie Holt'. She is SEC regulated and licensed in US. You can easily look her up
Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.
Thank you for the great short overview of the stocks 😊.Here are my suggestions on what to analyze next: Equinor ASA (EQNR), Electronic Arts (EA), ASML.
Thanks Sven I always get a good laugh when I watch your videos !
ex MDLZ employee, top quality company, enormous, almost all over the world products, they lead the candy production industry together with Nestle. Sooner or later, they will acquire HSY, other than that they are in coffee and tea industry with JDE, so i am all in into MDLZ and ADM. Just to clarify that ADM are huge supplier for the MDLZ business, so these two companies are top notch. In regards to the ADBE , i left production industries, and currently work for Architectural studio, so everyone is using licensed products of ADBE, which includes Autocad and Adobe DC Professional , so long term the company will grow, just i am not sure how good is the current entry point. Other than that, great analyses from Sven as always.
Very interesting and helpful to know. Thank you!
all are companies that will be around in 10 years. the question is are they over valued?
AutoCAD is from Autodesk not Adobe
the entry point is great. look at their historical forward pe. they are at the bottom of that.
@SuperTWIY where do you get forward pe? and is it accurate?
I looked at Adobe; I am unsure about the technological moat in the future.
growing number of creative cloud subscribers and where do you get something so versatile (so many apps und functions) in this field for this price? their ecosystem is quite unique
Sven, I have to admit I totaly feel you, I am a relatively young value investor I just woke up today to a friend of mine making 180K in a single day from a meme coin he even recommended me buying, everybody makes money in this crazy market but value investors who focus first on risk! This is one of the hardset times being a VALUE investor because people make fun of you , joke on you and call you crazy for not BEING crazy with the herd.
Survivorship bias. You only hear from the lottery winner who won 15 Million Euro. You never hear from the 99% of players winning nothing their entire lifes.
Stay the course dont get distracted with quick cash grabs
those people will end up losing money even in the bull market. just wait and eat popcorn.
I don't discuss my investments with my friends.
like in betting, many people will tell you only when they make 500% on a crypto, then they hide when they go to zero
Just bought MDLZ few days ago. 😀 GIS was already on my watchlist. PFE already bought long time ago.
What is your view on DOW INC?
Thanks Sven!
sven, huge fan of the channel and thanks for the video!
please do an analysis of MPC marathon petroleum corporation :)
Thanks for the analysis. Here are a couple with potential: ATKR and AMPH.
Hey Sven,
I'm a research platform member.
Was wondering.
Any plans to create a little app for your platform? Would be very handy to read your research on the go 😀
that would be something! let's see over time!!!
Isn't 36 the trailing PE for Pfizer, considering it's covid boon? Forward is closer to 9 according to seeking alpha
Can confirm I see the same. Forward P/E of 9 is insanely fantastic!
I invested in a few of these but my portfolio is down 20%, with losses over $90k, and buying more isn’t an option. I’d appreciate any advice on boosting returns to break even. I am losing my mind given that my retirement draws nearer?
Meta investors have made a killing in the past two years, with the stock up 480% 🤯. Buy META!
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. I've been in touch with my CFA for about a year now and although I was initially skeptical about it, the portion of my portfolio she's handling i will say has made more progress within a year generating 6-figure profit.
Please can you leave the info of your CFA here? I’m in dire need for one
My CFA is Victoria Louisa Saylor, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Hi Sven, can you take a look at KRKA d.d. (Slovenia).
Could you do a video on some good unusual checks an investor can do, like adjusting FCF with the stockbased compensation of amazon? It's a (not so small...) detail which I wouldve personally missed. Thanks
I'm admittedly bummed that I didn't go with my gut instinct & buy bitcoin few months back when it was $40k - $55k range. is it too late to get in and make profits? i have set aside $450k to get fully invested this year
i don't think it is. Once bitcoin crosses it's all time high, it becomes the new bottom. Anything under 69k is a good buy. It's still advisable to work with a fiduciary advisor instead of relying solely on speculations
The only issue you might have is the fear of missing out, just like everyone else. A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 10years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $1million in gains… might not be a lot but i'm financially secure.
Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular advisor to whom you have used their services?
Her name is “ZAREEM GRACE CHURCH” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
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.
Sven, the terminal value in the Excel model should not refer to the year 2034 (column M) instead of what it seems to be 2033 (column L)? I am refering to the 78,28 that may be 81 approx?
Would Canadian stocks be safer from tariffs? Such as Peyto with 8% dividends or industrials stocks?
Thanks for your opinion. The flatishness of mondelez revenue and income should come from the spin-of of (the kraft heinz group) bc mondelez is the renamed old kraft heinz company .
..so the revenues are probably not adjusted
of course the 3% cagr could be the future.. but very strong brands could make also a bit more.. we will see ..
Good stuff Sven. 💥💥💥
Hi Sven! Can you do Danieli & C. S.p.A? They seem to have a robust balance sheet and are pretty innovative, but the stock is down 18% yoy. What are your thoughts?
Thank you Sven, can you look at Xiaomi? It looks going very good with the production of EV
Hello Sven, thanks for sharing, still JSW from WSE ❤️
I've recently bought CB and KNSL, right at last week's bottom. Sven, what are your thoughts about either of them?
Good video. ADBE is an interesting one... with AI, I think there'll be a lot less demand for their main products. Will be interesting to see if they can raise prices to compensate.
Hi Sven
It would be great if you could look into Terry Smith and Fundsmith.
He has his 6 main investment ratios that he looks into and very strong principles it seems.
He seems very much on your wavelength, though your style is a bit more “freestyle”.
Could you do a thing on Fundsmith and the philosophy and portfolio?
Especially the topics around ROIC, low leverage, and the predictive value of “high quality” businesses would be super interesting! 🙏
Can you please analysis ZTS & AKTR?
Hi sven you should check TX i think you would like it. No debt. 10% div yield. Great managemenet. 0.5 BV. Biggest steelmaker in latam with one of the cleanest steel wich brings a moat to the company. Its has been down due to worries about tariff with trump. 2025 its peak capex they are building the most modern steel plant in the world. So after 2025 we could see bigger dividends or even buybacks
Greatings from argentina!
I bought TX at $13, sold at $37, you know me, give me a recession, then I'll look at these cyclicals again. As they build the most modern plant in the world, oversupply, low prices, then we'll buy....
What do you think about Utilities? Like CN Rail, CP Rail, Telus Mobility? (Canada)
Hello Sven, thanks for all your great Videos! I really enjoying all of them.
I was wondering if you give us your 2 cents on some famous REITs, like O, NNN, MAA, STAG and so on... With the new rate scenario in the US they mostly have the Potential for good, not stellar Profits. Thank you!
Can you talk about Scotia Bank (BNS) and National Bank of Canada (NA) please?
Thank you for great analyses. Could you do Wacker Chemie Ag? Closing in on lows seen only 3 times the last twenty years. Dividend 4,5, pe 26. Recently lowered dividend. Seem to be adding some debt but unsure of the risk in that. Best regards.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Katherine Miller
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Miller too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Hi Sven, can you take a look at the automotive semiconductor s, Onsemi, STM , NXPI.
I love STM, have been selling puts. It is cheap
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.
Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10%
Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.
@@InsideInformation-z2o There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
There are tons of benefits to having a financial advisor, but here’s one example: My advisor based a small part of my portfolio on Nancy Pelosi’s investments, which is completely legal. That portion has gone up 71% in just six months-take that info as you will.
wow!! this is impressive.. how can i reach this advisor if you don't mind me asking?
Good video, Sven what do you think of the EWZ etf as value it seems to be at a nice price.
Dear Sven, what is your view on Vale and Dow inc?
Both cyclicals. He likes buying them at the bottoms of the cycle. They are more at mid points now.
How can I safeguard my cryptocurrency wallet? My wife's wallet was compromised, and we lost everything. I'm afraid this will happen again. Is there anyone who knows how we can keep our money safe?
Caroline Suzan Olson. She is a professional who has assisted many people in protecting their financial assets. Google her name to learn more about her qualifications and services.
I curiously copied and pasted her name on the web; her consulting page came up at once. She seems highly professional and well matched for the job. Thanks for putting this out!
Thank you for this pointer. It was easy to find her handler. She seems very proficient and flexible. I booked a session with her.
Have you considered how secure your wallet really is? It's a question I asked myself before seeking advice from Caroline Suzan Olson, and it made all the difference. She's a trusted professional with extensive experience in helping individuals safeguard their investments.
Sometimes, taking proactive steps can save you from significant losses.
BrokerCheck confirms that she is authentic. I also searched for her name on Google, found her consultant page, and sent her an email. Thank you for sharing this information.
Thanks Sven for insights. What is your take on another NL chip company , NXP (NXPI)?
Appreciate your transparency ! I'm still holding XAI707K just because of the institutional interest and use. Also, it's tried and tested... something that can't be overlooked.
I have PFE, MDLZ and ADM: all great companies at very low prices
Are you sure your analysis of MDLZ revenue history is correct? As far as I know MDLZ is in fact the old Kraft Foods which was renamed and from which they split out the current Kraft Foods Group. This was completed in 2012, so maybe the numbers you were looking at got distorted by this rather complex transaction.
I think that is adjusted then.... but thanks for pointing it out!
How the terminal value is defined?
I love how you broke down the XAI707K project in your video! Can’t wait to see it skyrocket!
What about a video free cash flow vs adj. ebitda?
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Grace Maier.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Katherine Maier, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Thanks sven!
Give me an opinion on penguin solutions. Looks like it's going to take off.
Mondelez These type of companies have the distribution infrastructure and established brand power . Easy to replicate not sure because retailers will only continue to stock what sells and having the distribution networks is not a easy thing to achieve
Private labeling is a drag on most CPG food brands these days regardless of distribution.
Asking the same question on your earlier video. I noticed for one of the stocks in your valuation tool you put a payout ratio of 16% whereas for google’s valuation the payout ratio is 100%. Why is this
He has corrected the payout for google to 10 % in the same video. Also, if you download the sheet, the value will be 10 %.
@@Michael_NV I see thanks
04:23 While overwriting stuff in your sheet you forgot to adjust "Scenario 2" back which resulted in a wrong sum at the end.
that is just a picture from before...
I own the 4 stocks. Better GIS than ADM!
Adobe is the most interesting one here, but I get the same conclusion. It’s an unknown how they will be able to monetize AI and at the current price the valuation is just too high I think. But it depends on the future growth rate of course
I guess because everyone thinks Adobe is photoshop and similar. Its also has a huge analytics tool like Palantir.
Another suggestion, BEP. 😊
Adobe is pricey and unfortunately there is a conflict between providing value to shareholders vs users.
I liquidated a part of my holding as they appear to be failing in execution of both.
Could you analyze PDD? Thank you!
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week i started with 5k in last week 2024.... now i just hit $32,590❤️. thanks to Katherine Grace Maier for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Porsche p911. Looking at your data processes it would appear everything lines up to you being a p911 big time player (not the porsche/vw group prev. discussed).p911 is a gr8 use of your thoughts/expertise and illumination! 911 hybrid-wowsers.
Sven, can you do NVO ?
BUD had a crash recently, i picking up this beer giant with the oldest beer brands Stella Artois
Years ago I started a new ETF ticker SSVN with one objective, we are a long short strategy that inverse Sven Carlins picks. We are now up 45% on the year and 2700% all time. This guy is one of our largest shareholders. Just thought I’d let you all know that he is joshing.
what does 'joshing' even mean?
This $XAI707K thing is going bananas 🚀
Hi Sven please do analysis of Cake Box Holdings . British cake retail franchise, they haven't stopped growing and dominate their niche of affordable egg free, personalised cakes in England.
Over the last 6 years on average: Mid-single digits comparative sales growth. Double digit revenue growth in high teens and profits growth in mid teens.
They're comfortable in their niche and isn't there to disrupt the larger domestic cakes market, so for the long term they have ambitions to expand internationally.
Risks:
- Stickiness of the product and brand is questionable, no real moat
- Competition, new smaller players joining the market
- Recession
- Accounting scandal
Would love to hear your thoughts especially with your background in accounting. Could be a good topic around accounting for investors.
here you have it th-cam.com/video/KBRYV2wcWhk/w-d-xo.html
Noob here. How do you calculate free cash flow yield as 10% if GIS is flat and paying 4% dividends? Thanks in advance
The number he had was operating cash flow for half the year. Double that then subtract capex. Roughly 10% when compared to it's market cap. Sounds intriguing but always look at debt. If they had 0 debt that's very intriguing. But they clearly don't.
My XAI707K is still pumping...thank you
Sven, have you accounted for all the current and future lawsuits against PFE for their part in crimes against humanity, especially over the last 4 years?
some things, one cannot mention on TH-cam... :-((
Please cover following stocks: Bekaert, Canadian National Railway, Associated British Foods. Thanks!!!
the time will come...
@@Value-Investing Looking forward to it!
Holding 210k XAI707K this coin will leave people in the dust eventually
Thanks...... Please.... VESTAS...??!?
nice sweater!
Where to buy XAI707K pls
What is price prediction of $XAI707K
Nothing wrong with Mondelez? How about business in Russia, which they didn't close after Russian invasion?
2:32 what website is this?
Tikr if i'm not mistaken
I wouldn’t buy a share of Pfizer long even if they made it mandatory, regardless of how safe and effective it is.
Lol
Please look at GPN
nije ti to za mene....
@@Value-Investing haha, posteno!
The key risk for Adobe is not a recession, it is disruption by competitors and AI.
BOOM! Bought in at the start of XAI707K with $10k and turned it into a quick $70K profit and got out of there. DON'T GET GREEDY!
HSY rejected a buyout bid from MDLZ, but couldn’t HSY accept a buyout by Berkshire? Berkshire loves brands and has chocolate unit, See’s.
I don't know if he likes it now as much...
I heard he sold to buy XAI707K
John Deer please
Always interesting analysis. But I am DCAing into my XAI707K alts anyway
I guess you forgot PFE was created something about 4 years ago that probably will haunt this company until it goes out of business.
I am also not allowed to say things here on TH-cam, keep that in mind too...
@Value-Investing I forgot about those restrictions.
You mean they created something that obliterated hospitalizaton rates? You are welcome.
@mathewwilson9776 no something else, maybe something that produced a lot of harm? In my opinion, of course!
I got some XAI707K right now… in ma skivvies bruh😂
AI stocks are set to dominate the market in 2025, and I’m especially optimistic about NVIDIA. With its strong long-term growth potential and critical role as a key enabler for other AI companies, it stands out as a top choice. I know someone who’s seen over 200% returns with NVIDIA. I’d love to hear any other recommendations you might have!
I believe AI represents the next major growth frontier. For sustainable success, similar to META, it’s important to avoid impulsive decisions driven by short-term market fluctuations. Instead, focus on patience, maintain a long-term outlook, and consider working with a financial advisor to make well-informed investment choices.
In a similar situation, I chose to work with an advisor. By diversifying my portfolio across solid ETFs, the S&P 500, and growth stocks, I successfully grew my portfolio from $200K to over $800K in just a few years.
Your advisor must be exceptional! If you don’t mind me asking, are you still working with the same advisor? I’d love to know how I can get in touch with them.
Her name is Rebecca Lynne Buie. I can’t provide many details, but you should be able to find her basic information online if you wish to look into it further.
I just looked her up online, and I must say she has an impressive background in investing. I’ll be reaching out to her via email shortly.
Just swapped all of my last ETH and swapped it into XAI707K$. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
Bro, i bought XAI707K in November after your video. i'm up 379%.
So power law says go all in XAI707K and hold for the 10 years. Okay let's do it! YOLO
XAI707K going up like crazy! Pick up around 0.67 and now it’s hit $1! I wish i had bought more!
Adobe is down on AI fears. Whatever you think about generative AI, it will dimish the use of instruments like Photoshop.
We all want trump as POTUS and $XAI707K will go parabolic in 2024-2025.
Who can look at a company that makes snack cookies and think “yep that’s where I want to invest for the next 20 years, I expect Oreos are going to grow like crazy” 🤣🤣🤣 flat revenue for 20 years… WHO WOULD BUY THIS
:-)) it depends on the price - one can be sure oreos will be eaten down the road, not much about other growth...
Interesting video Sven. I own Pfizer (bought it one year ago at 35$), but I think you're right; I think I should just cut my losses and at least win on the current valuation of Euro to USD. In a future world I just want exposure to healthcare, but perhaps I should just own a fund that tracks that area of the stock market... :D
Dude, $PFE is undervalued, just be patient and DCA. This will get up eventually.