Beginning of the year I was told that the best place to have money during periods of high inflation is the stock market and that the stock market historically rallies before the fed is done raising rates because the market is forward looking. Put my money in the stock market and now I’m down 26%. Now people are saying that you should be in cash until the fed is done raising rates. I should have just ignored everyone and timed the market like I was going to do.
Timing the market in general is dumb idea. I'm up 30% with over $280k in gains from the Q4. You have to keep diversifying well enough if you must stay up in this market. No point In selling. It's better to hold for a year and get that tax cut for holding. Then sell if you want to be safe but wait a year and buy more if it goes down. Not wise to sit and hold on to money that should be working for you. just because the overall market is down, doesn't mean every stock is down and vice versa. investing for the long term is always a win
I've been looking out for a better investing strategies. apparently both bull and bear market condition provides equal avenue to accrue massive gains. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. planning for retirement and have like half a million in a CD account with a very low interest and plan on growing the bulk.
I been trying to stick with index funds. I feel this new interest rates hikes could crash this economy. I have a lump sum that inflation is eating up. I took a glance at your advisor online, she seems proficient having passed the exams and all. still conducting my due diligence, will hold my horses till I hear back from her. I hope she replies to my message, I need insight on how to make the best of my predicament.
@@tedsanders7834 Yeah she did me the honors to call last yr when i started c0pying her trades. The beauty of this method is that you don't give out funds here, you have control over your funds and you Can as well opt out anytime. You will find it better to pay a little bit more for peace of mind than worry about market trends and still get burned.
I've been an investor for over 21 years. it is easier when the market is going up, but the true investors shine when it's going down. I've always went momentum with good financials in any market and DCA my dividend growth. Bear market are a great opportunity to accumulate more at a lower price for net worth gains
I agree with your investing style Sven. I only have two stocks in my portfolio. This year I decided to focus on accumulating two stocks that I felt comfortable owning with the initial return regardless of the shares appreciates anytime soon. I purchased Intel (2700 shares @ 33.60 with 4,088 dividends) and AT&T (3400 shares @ 18.28 with 3,811.38 dividends). I have been waiting for an opportunity like this for years. Unless I find something else trading at a good discount I will continue buying Intc under 30.00 per share monthly into next year. This works for me because this is money I don't need for living expenses, and these two stocks added $658.28 to my monthly cash flow.
Thank you so much for this content , I have a question , due to the current decline in the stocks , housing ,and financial market at large, what is the best way to keep investments afloat during this bear market.
You are right the market has been in shambles. This "melt UP" phase will go on for a while, then as the global economy crashes so will US markets only harder due to the "No Win scenario" that has been created by so much obscene debt. Have you tried consulting a cfa in order to aid you diversify your portfolio
@@andersje9416 I have heard of him a lot especially from my friends but I had been hesitant because of the current bear market and the crypto taxes regulations jn my country. How can I get in touch with him urgently. I have about 35k in my HYSA , I know it needs proper management
I'm new to stock market /Crypto and would like to invest but I've go no idea on how to make good profits. Pls what's the best approach you'd recommend?
I tried different form of trading, at a time they seems to be working but at the end I still couldn't manage the stress of dealing with losses, Just sent her a message and she attended to me nicely
Great video and portfolio but how will a portfolio like that do in a hyper-hyper inflation where the US dollar becomes basically worthless. I'm not sure these companies will still do well or even survive. Right?
Good day fellow investors! Perhaps I am the victim of confirmation bias but I really like this video. Sven offered me some advice recently And I almost feel like this video was made for me!
Thank you for reminding necessity of being aware and updated. Was the stock market during some time when Peter Lynch was active similar to now and what we probably have ahead ? Would be interesting to hear insights in a video about the parts of his approach that can specially be practical for this new market situation.
Most 401K’s don’t allow people to invest in individual stocks. They only allow index/mutual fund investing, so I have to focus on the market b/c it’s the only thing I can buy in my 401K.
Yep, I pulled out (switched indexes) early this year since there was no tax implications. I got hit for about 15% initially before switching. Jumped in and out to break even. Jumped in/out again and only down 7% for the year. I missed the huge bear market rallies, but I am not down the 25%, where the funds I was in, currently sit. I am going to roll the dice and make one more Santa clause rally play. Hopefully pick up another 5-7 percent. I still have 10K cash set aside for Roth accounts before the year's end. Good luck and greens break to water. :)
I have this question Sven. According to your explanation, I have found a company with p/e of 50 which gives a 2% yield and it is expected to grow at a compounded 24% per year for the next 5 years. Does this mean that it should yield a 26% annualized return?
if the growth after year 5 is still 24%, and the PE ratios stays the same, yes:-)) But as soon as the growth slows down, so does the PE go down, that is called the delta of the delta. th-cam.com/video/qLFaekkm6F8/w-d-xo.html
Hey Sven, can you make a video on weather ex-us exposure is good right now? Seems like some China exposure will be good (like Dalio recommends), since it moves nearly opposite to US stocks and acts like a hedge. But my south American oil and farming holdings aren't doing great. I'm excited by the next decade and to see active investing overtake passive.
Sven, thank you for the good info. How do you account for geopolitical events like the severing of the relationship between East and west in your analysis of the future business environment if you factor that stuff in at all?
@@Value-Investing you are correct, I was thinking about how many products are assembled in China and all the resources the west gets from emerging market economies. If the East cuts us off then we could be in for harder times. The BRICS nations and their allies are attempting to create a currency that will displace the USD and the Euro which would make things interesting.
I was looking at this company: KNOT Offshore Partners LP (KNOP) a shuttle tankers company in Scandinavia at all time lows despite turning a profit the last 10 years. They don't grow the last 4 years but return 21% in div and a market cap of 330 (around 1x revenue). Could you make a video about shipping companies and the opportunities in this sector? I am having trouble finding the risks.
I had silver money as a child, up 20x face value or should I say dollar down 95% against gold and silver money. I have seen the 73/74 Israeli oil war crash, 18% mortgages, 1982 crash, 1987 crash, 1990's crash, 2,000 tech crash, 2008 crash, 2012 real estate crash in Florida, Covid Crash in 2020, now rate hike crash 2022. Luckily, I no longer need stocks being retired. I have it made financially. There is so much more to life than money. Health, family, community, grand kids, all part of the big picture.
@@bobtucker9082 And evil people wage wars believing my evil is good evil but all other evil is bad evil. We no longer have honest money. It is a crime against humanity to sell unborn children into debt slavery (public debt of $31 Trillion), $26 Trillion on only the last 22 years. Nobody cares.
Hello Sven, A suggestion for a video: Starting in January 2023, stocks like $IEP or $ET will be subject to a lot of taxes for non-US investors. Is it still worth investing in publicly traded partnerships (PTP), or is it better for Europeans to sell everything?
Hi Sven! Firstly thank you for the excellent video. What are your thoughts on a potential FED interest pivot. I want to see your thoughts and if you can model potential outcomes. Thanks!
Great video as always, Sven. Let's say inflation is gonna be high for the next 10+ years. That would destroy the purchasing power of consumers, thus lowering the bottom line of almost every company longer term. With how the FED is not able to save the "economy" (more specifically the market) this time, we might need to be a lot more conservative with valuing companies. But how much conservative is the question.
Thanks Sven. I am more pessimistic on future market. i think the young investor has been spoiled with the low interest market over the last decade. I also thought the market drop would have reached closer to 40% drop. The 35% drop in the Nasdaq did produce a double bottom and that looks like the optimal time to have got off the sidelines. I lived through the 50% drop during the 2008/9 crash so I was reluctant to jump back in. I expected a recession in late 2022 that never fully materialized. I think the current administration combined with the FED trying to nail a soft landing will prolong the suffering instead of ripping off the band aid now and start the healing process in mid/late 2023. I expect a sideways market for the next 4-8 years until a full recovery. Deep fundamental valuation in stocks, well funded dividend payouts, may be the ticket to success. "Friends don't let friends buy and hold" may become fashionable again :)
If you recieve big dividends "buy and hold" can work pretty well in a sideways market... ... because you are able to constsntly reinvest at a low cost base... ...compounding
Thank you for the excellent video. My question is do you think with the increase in passive investing, which can create an environment where asset correlations get closer and closer to 1, investing in great business face an obstacle for growth as they would serve as countertrending. That countertrending would be more and more difficult when correlations get ever closer to 1.
Hey Sven, great video! I’ve been apart of your research platform since last year, and my expired credit card lost me the renewal. I just resubscribed, but was wondering if I could prorated the original cost I locked in for it?
Sven nice video as always . W What do you think of the railways in Canada and US. You have done a video while back. And maybe an updated video they look very promising because it’s a oligopoly
Creating another source of income in these difficult times is the best thing to do. Not only does it guarantee returns, it also helps you plan and save for future express it can be quite difficult to make an investment without sound knowledge or guidance,which is why it is adorable to work with an investment advisor
The next decade is the last one for me, i am 51... The health its ok, but the young days are about to end. I feel well but slowly the body begins to decline. Have in mind this when you are young, some things you are only able to do them when you are young.... And i have less money now than in my 35. I earned 1 million out of 250 in 2008 crisis. Later i lost 650... with UWTI. Past year i was again in 710.... Now in 480. I lost the best market time because of ignorance that brings fear. Now i am afraid of loosing everyting and of the years to come. Will be good to buy an index??? A good dividend stock? PDI of Pimco and live on dividends??? I am afraid really at this enviroments and i am older now
Good afternoon Dr. Carlin, nice video as usual, you are the only one on youtube following small cap businesses, so I found 2 companies interesting for me I don't know for you but it is worth taking a look, Derichebourg (DBG.PA) French company involved in waste management (dirty business usually unloved) is a cyclical, it follows pretty much iron prices, and the other one is Crop Energies (CE2.DE), German small cap involved in the production of bioethanol and biofuels, interesting play for plans in Europe regarding renawables, both company have really low debt and cash flow positives, plus they pay a dividend, I would be happy if you have time to look at them, just to know also if my investment phylosphy is actually value :) Thank you. (Maybe they are good also for the youtube portfolio who knows).
No doom and gloom? All the other yt stock people are saying doom and gloom and buy silver. Your content is refreshing.
Beginning of the year I was told that the best place to have money during periods of high inflation is the stock market and that the stock market historically rallies before the fed is done raising rates because the market is forward looking. Put my money in the stock market and now I’m down 26%. Now people are saying that you should be in cash until the fed is done raising rates. I should have just ignored everyone and timed the market like I was going to do.
Timing the market in general is dumb idea. I'm up 30% with over $280k in gains from the Q4. You have to keep diversifying well enough if you must stay up in this market. No point In selling. It's better to hold for a year and get that tax cut for holding. Then sell if you want to be safe but wait a year and buy more if it goes down. Not wise to sit and hold on to money that should be working for you. just because the overall market is down, doesn't mean every stock is down and vice versa. investing for the long term is always a win
I've been looking out for a better investing strategies. apparently both bull and bear market condition provides equal avenue to accrue massive gains. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. planning for retirement and have like half a million in a CD account with a very low interest and plan on growing the bulk.
I been trying to stick with index funds. I feel this new interest rates hikes could crash this economy. I have a lump sum that inflation is eating up. I took a glance at your advisor online, she seems proficient having passed the exams and all. still conducting my due diligence, will hold my horses till I hear back from her. I hope she replies to my message, I need insight on how to make the best of my predicament.
@@tedsanders7834 Yeah she did me the honors to call last yr when i started c0pying her trades. The beauty of this method is that you don't give out funds here, you have control over your funds and you Can as well opt out anytime. You will find it better to pay a little bit more for peace of mind than worry about market trends and still get burned.
I've been an investor for over 21 years. it is easier when the market is going up, but the true investors shine when it's going down. I've always went momentum with good financials in any market and DCA my dividend growth. Bear market are a great opportunity to accumulate more at a lower price for net worth gains
Thanks Sven. Mr Howard Marks just wrote us a memo that for the 3rd time in his career he sees a new investment paradigm likely taking place ...
It is funny to me that many of these guys are usually very late to the party but look so smart :-(((
I agree with your investing style Sven. I only have two stocks in my portfolio. This year I decided to focus on accumulating two stocks that I felt comfortable owning with the initial return regardless of the shares appreciates anytime soon. I purchased Intel (2700 shares @ 33.60 with 4,088 dividends) and AT&T (3400 shares @ 18.28 with 3,811.38 dividends). I have been waiting for an opportunity like this for years.
Unless I find something else trading at a good discount I will continue buying Intc under 30.00 per share monthly into next year.
This works for me because this is money I don't need for living expenses, and these two stocks added $658.28 to my monthly cash flow.
Thank you so much for this content , I have a question , due to the current decline in the stocks , housing ,and financial market at large, what is the best way to keep investments afloat during this bear market.
You are right the market has been in shambles. This "melt UP" phase will go on for a while, then as the global economy crashes so will US markets only harder due to the "No Win scenario" that has been created by so much obscene debt. Have you tried consulting a cfa in order to aid you diversify your portfolio
@@andersje9416 I have been in search for some time now because I just retired but there are so many options I don’t want to get lost in so much info
@@Leecha Alright that’s fine let me help you , Anthony Joseph nigh is very skilled especially when it comes to client agreement and growth.
@@andersje9416 I have heard of him a lot especially from my friends but I had been hesitant because of the current bear market and the crypto taxes regulations jn my country.
How can I get in touch with him urgently. I have about 35k in my HYSA , I know it needs proper management
@@Leecha talk to him te1gam
I'm new to stock market /Crypto and would like to invest but I've go no idea on how to make good profits. Pls what's the best approach you'd recommend?
Wow I'm just shocked some one mentioned expert Mrs Evelyn Vera name i thought I'm the only one trading with her
How does this Bitcoin stuff work, I am interested and willing to invest heavily as I have heard too many testimonies
This is the kind of information that we don't get from most TH-camrs i will get in touch with her right now
@Marcelius Davis Thanks. I will reach out to her on WhasApp immediately.
I tried different form of trading, at a time they seems to be working but at the end I still couldn't manage the stress of dealing with losses, Just sent her a message and she attended to me nicely
I did 30% annualized in the past 10 years in my virtual portfolio!
Great video and portfolio but how will a portfolio like that do in a hyper-hyper inflation where the US dollar becomes basically worthless. I'm not sure these companies will still do well or even survive. Right?
Thank you Dr Sven.
Very informative and entertaining content as always. ❤️
Merry Christmas
Always a logical and calming influence. Great vid, Sven!
Good day fellow investors! Perhaps I am the victim of confirmation bias but I really like this video. Sven offered me some advice recently And I almost feel like this video was made for me!
The emotional investor looks to the market for guidance.
The Intelligent investor looks to the market for opportunity.
The future ain't what it used to be!
Thanks for the video, Sven. What about cannabis stocks for the next decade?
Thank you for reminding necessity of being aware and updated. Was the stock market during some time when Peter Lynch was active similar to now and what we probably have ahead ? Would be interesting to hear insights in a video about the parts of his approach that can specially be practical for this new market situation.
What do you think of PayPal right now?
Most 401K’s don’t allow people to invest in individual stocks. They only allow index/mutual fund investing, so I have to focus on the market b/c it’s the only thing I can buy in my 401K.
That's a good thing. I lost $50k investing in individual stocks!
Yep, I pulled out (switched indexes) early this year since there was no tax implications. I got hit for about 15% initially before switching. Jumped in and out to break even. Jumped in/out again and only down 7% for the year. I missed the huge bear market rallies, but I am not down the 25%, where the funds I was in, currently sit. I am going to roll the dice and make one more Santa clause rally play. Hopefully pick up another 5-7 percent. I still have 10K cash set aside for Roth accounts before the year's end. Good luck and greens break to water. :)
See if you can open up a brokerage account in your 401k. I did long ago but it can also be a negative if you pick bad stocks.
I have this question Sven. According to your explanation, I have found a company with p/e of 50 which gives a 2% yield and it is expected to grow at a compounded 24% per year for the next 5 years. Does this mean that it should yield a 26% annualized return?
Expect the P/E to fall over time as growth slows. In other words, returns are likely to be lower than current growth + current yield.
if the growth after year 5 is still 24%, and the PE ratios stays the same, yes:-)) But as soon as the growth slows down, so does the PE go down, that is called the delta of the delta. th-cam.com/video/qLFaekkm6F8/w-d-xo.html
Hey Sven, can you make a video on weather ex-us exposure is good right now? Seems like some China exposure will be good (like Dalio recommends), since it moves nearly opposite to US stocks and acts like a hedge. But my south American oil and farming holdings aren't doing great. I'm excited by the next decade and to see active investing overtake passive.
Sven, thank you for the good info. How do you account for geopolitical events like the severing of the relationship between East and west in your analysis of the future business environment if you factor that stuff in at all?
I think the key there is about differentiating between what is going on in business and noise: th-cam.com/video/rXb0LIXCPMM/w-d-xo.html
@@Value-Investing you are correct, I was thinking about how many products are assembled in China and all the resources the west gets from emerging market economies. If the East cuts us off then we could be in for harder times. The BRICS nations and their allies are attempting to create a currency that will displace the USD and the Euro which would make things interesting.
I'm trying to find some more information on Rubis. Any suggestions?
I was looking at this company: KNOT Offshore Partners LP (KNOP) a shuttle tankers company in Scandinavia at all time lows despite turning a profit the last 10 years. They don't grow the last 4 years but return 21% in div and a market cap of 330 (around 1x revenue). Could you make a video about shipping companies and the opportunities in this sector? I am having trouble finding the risks.
I had silver money as a child, up 20x face value or should I say dollar down 95% against gold and silver money. I have seen the 73/74 Israeli oil war crash, 18% mortgages, 1982 crash, 1987 crash, 1990's crash, 2,000 tech crash, 2008 crash, 2012 real estate crash in Florida, Covid Crash in 2020, now rate hike crash 2022. Luckily, I no longer need stocks being retired. I have it made financially. There is so much more to life than money. Health, family, community, grand kids, all part of the big picture.
The love of Money is the root of evil
@@bobtucker9082 And evil people wage wars believing my evil is good evil but all other evil is bad evil. We no longer have honest money. It is a crime against humanity to sell unborn children into debt slavery (public debt of $31 Trillion), $26 Trillion on only the last 22 years. Nobody cares.
please do a video about when to exist a position. for example kweb you bought because of a lower pe and then its up by 50%. when do you sell ?
Hello Sven,
A suggestion for a video: Starting in January 2023, stocks like $IEP or $ET will be subject to a lot of taxes for non-US investors. Is it still worth investing in publicly traded partnerships (PTP), or is it better for Europeans to sell everything?
Since you mentioned "Margin of Safety" book and INTC, any comment on Seth Klarman selling out of Intel?
Clever analysis!
Hi Sven! Firstly thank you for the excellent video. What are your thoughts on a potential FED interest pivot. I want to see your thoughts and if you can model potential outcomes. Thanks!
Great video as always, Sven. Let's say inflation is gonna be high for the next 10+ years. That would destroy the purchasing power of consumers, thus lowering the bottom line of almost every company longer term. With how the FED is not able to save the "economy" (more specifically the market) this time, we might need to be a lot more conservative with valuing companies. But how much conservative is the question.
Sven have you ever looked at Medifast? Seems like a company you may like. Cheap too and decent dividend.
I invest my time in almost any of your videos and I'm happy with the dividends :)
appreciate u and the videos! thx
Nothing ever changes when it comes to investing
Thanks Sven. I am more pessimistic on future market. i think the young investor has been spoiled with the low interest market over the last decade. I also thought the market drop would have reached closer to 40% drop. The 35% drop in the Nasdaq did produce a double bottom and that looks like the optimal time to have got off the sidelines. I lived through the 50% drop during the 2008/9 crash so I was reluctant to jump back in.
I expected a recession in late 2022 that never fully materialized. I think the current administration combined with the FED trying to nail a soft landing will prolong the suffering instead of ripping off the band aid now and start the healing process in mid/late 2023. I expect a sideways market for the next 4-8 years until a full recovery. Deep fundamental valuation in stocks, well funded dividend payouts, may be the ticket to success. "Friends don't let friends buy and hold" may become fashionable again :)
If you recieve big dividends "buy and hold" can work pretty well in a sideways market... ... because you are able to constsntly reinvest at a low cost base... ...compounding
Hi Sven, great content as always, Can you do a review and analysis on AVGO and ULTA please ?
Sempre ben druze Sven,anche in Italia ottime small cap per i prox 1o anni ,unico rischio opa a piccolo premio per retail.grazie per il servizio
Thank you for the excellent video. My question is do you think with the increase in passive investing, which can create an environment where asset correlations get closer and closer to 1, investing in great business face an obstacle for growth as they would serve as countertrending. That countertrending would be more and more difficult when correlations get ever closer to 1.
Hey Sven, great video! I’ve been apart of your research platform since last year, and my expired credit card lost me the renewal. I just resubscribed, but was wondering if I could prorated the original cost I locked in for it?
Email him
Sven nice video as always .
W What do you think of the railways in Canada and US. You have done a video while back. And maybe an updated video they look very promising because it’s a oligopoly
Creating another source of income in these difficult times is the best thing to do. Not only does it guarantee returns, it also helps you plan and save for future express it can be quite difficult to make an investment without sound knowledge or guidance,which is why it is adorable to work with an investment advisor
You’re not invested tho, you sold everything
thanks for something that has really an impact on your life :-)
Thanks.... Glad you love my content chat me up💬Above⬆️✍️ I'II share with you some beneficial Analysis'''update & enlightenment..
Best Channel on TH-cam
The next decade is the last one for me, i am 51...
The health its ok, but the young days are about to end.
I feel well but slowly the body begins to decline.
Have in mind this when you are young, some things you are only able to do them when you are young....
And i have less money now than in my 35.
I earned 1 million out of 250 in 2008 crisis.
Later i lost 650... with UWTI.
Past year i was again in 710....
Now in 480.
I lost the best market time because of ignorance that brings fear.
Now i am afraid of loosing everyting and of the years to come.
Will be good to buy an index???
A good dividend stock?
PDI of Pimco and live on dividends???
I am afraid really at this enviroments and i am older now
Just buy Tesla
Good afternoon Dr. Carlin, nice video as usual, you are the only one on youtube following small cap businesses, so I found 2 companies interesting for me I don't know for you but it is worth taking a look, Derichebourg (DBG.PA) French company involved in waste management (dirty business usually unloved) is a cyclical, it follows pretty much iron prices, and the other one is Crop Energies (CE2.DE), German small cap involved in the production of bioethanol and biofuels, interesting play for plans in Europe regarding renawables, both company have really low debt and cash flow positives, plus they pay a dividend, I would be happy if you have time to look at them, just to know also if my investment phylosphy is actually value :) Thank you. (Maybe they are good also for the youtube portfolio who knows).