Damn - “the masses are always wrong.” Best advice ever Jerry. The only thing that worries me is a round of punitive tariffs. Thanks for the upload and loading up on JEPQ
I appreciate that. JEPQ is awesome. Angry bears crack me up because most of them are just frustrated with their own lack of success and unwillingness to take action. They're mad at the world instead of fixing their own situation.
For me I have JEPQ in both. BUT, is better in a ROTH, IRA, or normal brokerage account varies person to person based on you current income, tax situation, and expected income when you retire. The best answer would be from your CPA or financial planner for your circumstances.
SCHD is conservative, steady, and proven. JEPQ has higher dividends with a much shorter track record. I can handle the risk/reward so I have a lot more JEPQ personally.
Good video. was just commenting on someone trying to tell me only gorwth stocks are the way to go. I invest althouogh much smaller like you do and am happy for it.
Not a fan. High dividends at the expense the NAV (net asset value). Remember, your dividends are based on the NAV so if the ETF, like TSLY, lost 58% in the last year your XX% dividend is based on the 42% of the NAV that you have left.
Jerry, thanks for the video, superb as always. But I think we should all be aware that recession black swan is not out of the question. Statistics and history data are suggesting that recession is more likely than not within a next couple of month. I am not saying one should not be invested but I am saying its more likely than not that we are about to witness a recession and we need to be prepared. Just sharing some thoughts :) Keep in mind that masses (institutions and analysts on wall street) do not expect recession, so if masses are wrong what comes next?
Thanks for sharing your thoughts! You're absolutely right that a recession is a possibility, and being prepared is always smart. Historical data can point to a higher probability, but predicting exactly when or how severe it will be is tricky. Even if the majority don’t see it coming, that’s often when surprises happen, right? What matters is having a solid strategy that works in different market conditions. That way, you're ready whether the market tanks or booms. Appreciate the input! Keep that long-term view strong!
I have all three. But I think NVDA and PLTR will be an easier ride higher because what they have works where Tesla is higher risk/growth because some of their projects are still in development and are not yet viable revenue streams.
I agree... I moved most of my free CD based cash into the market during the last big pull back. The CDs matured at about the same time so perfect timing. No regrets as I made a lot off that deal so far; and, I'm sure, a lot more to come with these proposed future interest rate cuts through 2025.
Hey Tom. You and I are living proof of how money is moving from CDs and money market funds to the stock market. Trillions more will be following. Well played.
Take a look at the big picture. 1) Can you use the tax loss? 2) Can you move the money into something that will give you a better return? We all have winners and losers. I recently took my losses on NIO after answering the same questions. The important thing is not to let ego get in the way of smart investing.
@@JerryRomineStocks this is why I love your channel. ACTIONABLE STRATEGIES. and your question cuts to the heart of what action. What I do is buy Berkshire Hathaway stock for their investing, acumen and massive cash pile. Also I hold money market funds that are marginable for options income.
@JerryRomineStocks I was joking. I'm going to initiate a large long-term position in PLTR sometime after the election. Will buy 1,000 shares. Plan to hold it at least 5-7 years. Expect it to go to $150 minimum. I've made a lot of money selling PLTR put and call spreads the past 12 months.
Don't count your chickens before they hatch, Jerry. There's a very good chance in my opinion that there will be a huge sell-off next year. I'm about 2/3 invested in T notes, and still worried. I would be cautious if I was you.
Look, I get it. You’re playing defense, and that’s fine. But here’s the thing-sitting on the sidelines, worrying about a sell-off? That’s how you miss opportunities. You can’t grow wealth by hiding in T-notes. Sure, be cautious, but also be strategic. Instead of bracing for the worst, position yourself to capitalize when others panic.
OZKAP is new to me so I had to check a few things and at a glance they look very good. Revenue growth forecast is 21.8%. Net income margin 49.3%. And if you know the bank and think highly of them DEFINITELY one to consider. 😎
Hi Jerry, I’m 58 years old. I have no retirement for myself, but I have some money I would like to invest in ETF. Can you please help me and guide me because I’m in beginning I’ve been watching a lot of your video. I hope you will get back to me thank you and you have a nice day.
I’m not a financial advisor, so I highly recommend consulting with one for personalized guidance. That said, for entertainment purposes, you might want to look into SCHD, SCHG, and JEPQ as starting points. Ultimately, the right choice will depend on your individual goals and risk tolerance-only you can determine what aligns best with your strategy.
I'm guilty on all counts of being the type of person you warned not to be. I have a sizable (for me) amount of cash sitting in safe money market accounts and CDs getting ready to mature that I've been a bit hesitant in deploying elsewhere due to a seemingly overpriced market across the board. I feel like you were talking directly to me with this "get off your ass' post. Thank you.
Hey Steve, I’m really glad it felt like I was talking directly to you. It’s kind of like that starfish story-you might not save them all, but making a difference for just one can be huge. I totally get the hesitation, though. Take your time, think it through, and make the decision that feels right for you. At the end of the day, it’s all about what works best for your situation!
Push those gains, stack that cash! Haters gonna sit and crash! We’re delusional, you say? But we’re laughing all the way! It’s funny how the sidelines are always full of critics-but they’re never the ones making money.
The best way to beat hyperinflation and a weakening dollar is by investing in assets that grow faster than inflation. When governments print money without backing, it loses value, but assets like real estate, stocks, or commodities can rise in value and protect your wealth.
Agree with you 100%, lots of people waiting for a correction to get in, missing out the last 24 months.....still waiting.
💯%
Damn - “the masses are always wrong.” Best advice ever Jerry. The only thing that worries me is a round of punitive tariffs. Thanks for the upload and loading up on JEPQ
You're welcome @davenorth2903! 🙏
Jerry. The way you stay posied even when you have angry bears in the comments amazes me . Again i cant thank you enough for informing us about JEPQ
I appreciate that. JEPQ is awesome. Angry bears crack me up because most of them are just frustrated with their own lack of success and unwillingness to take action. They're mad at the world instead of fixing their own situation.
Yep, I'm long on PLTR, NVDA and TSLA. I will buy into Anduril when they IPO.
Anduril I wil have to check out. Thanks.
I own both JEPQ and NVDA in my Roth
Nice
I've enjoyed being able to park some cash in 5% yield CDs any money markets, but not letting that interfere with the opportunities you mention.
😀😎😆
Is JEPQ best in a retirement acct? Whats most efficient tax wise. Eg: qualifying vs non , CEF? Ty
For me I have JEPQ in both. BUT, is better in a ROTH, IRA, or normal brokerage account varies person to person based on you current income, tax situation, and expected income when you retire. The best answer would be from your CPA or financial planner for your circumstances.
Tks Jerry. You da man!!! Keep em coming
Will do! Thanks!
Yo Jerry... thanks for the info...I own 760 shares of schd but I'm thinking about loading up on jepq🤔
I have mostly schd myself
I just bought 2000 shares of JEPQ...
SCHD is conservative, steady, and proven. JEPQ has higher dividends with a much shorter track record. I can handle the risk/reward so I have a lot more JEPQ personally.
Good video. was just commenting on someone trying to tell me only gorwth stocks are the way to go. I invest althouogh much smaller like you do and am happy for it.
There are many ways to invest and what's important is picking what's right for you.
Sounds right 👍
Thanks @TravelFun-qw8pi. 👍
Love the Fox Jersey!!!
Thank you. I'm getting ready for my next ride in Vietnam and Laos!
@@JerryRomineStocks You will love it!!! I did VIetnam, Cambodia, and Thailand. Looking forward to Laos someday. Safe Travels!!!
Thank you. Will do.
What do u think of the Yeildmax family?
Not a fan. High dividends at the expense the NAV (net asset value). Remember, your dividends are based on the NAV so if the ETF, like TSLY, lost 58% in the last year your XX% dividend is based on the 42% of the NAV that you have left.
How about Divo. Do you own shares??
I own DIVO. It's one of my larger holdings. Similar to SCHD with a little higher yield. My opinion is, buy it and hold it.
I don't have any DIVO.
Jerry, thanks for the video, superb as always. But I think we should all be aware that recession black swan is not out of the question. Statistics and history data are suggesting that recession is more likely than not within a next couple of month. I am not saying one should not be invested but I am saying its more likely than not that we are about to witness a recession and we need to be prepared. Just sharing some thoughts :) Keep in mind that masses (institutions and analysts on wall street) do not expect recession, so if masses are wrong what comes next?
Thanks for sharing your thoughts! You're absolutely right that a recession is a possibility, and being prepared is always smart. Historical data can point to a higher probability, but predicting exactly when or how severe it will be is tricky. Even if the majority don’t see it coming, that’s often when surprises happen, right?
What matters is having a solid strategy that works in different market conditions. That way, you're ready whether the market tanks or booms. Appreciate the input! Keep that long-term view strong!
NVDA, PLTR and not TSLA?
I have all three. But I think NVDA and PLTR will be an easier ride higher because what they have works where Tesla is higher risk/growth because some of their projects are still in development and are not yet viable revenue streams.
I agree... I moved most of my free CD based cash into the market during the last big pull back. The CDs matured at about the same time so perfect timing. No regrets as I made a lot off that deal so far; and, I'm sure, a lot more to come with these proposed future interest rate cuts through 2025.
Hey Tom. You and I are living proof of how money is moving from CDs and money market funds to the stock market. Trillions more will be following. Well played.
Thanks for sharing
You're welcome @Lonewolfcrypto! 🙏
Jerry I have big chunks on smci
Down lot should I thinking of selling
Thanks
Take a look at the big picture. 1) Can you use the tax loss? 2) Can you move the money into something that will give you a better return? We all have winners and losers. I recently took my losses on NIO after answering the same questions. The important thing is not to let ego get in the way of smart investing.
Good stuff 👍🏿
Thanks @kevinnelson7070. 👍
Buffet indicator and shiller PE ratios tell an opposite story. Just sayin
How do you use these in your actual investing? Would you rather have time in the market or use these indicators for your investing? Sincere questions.
@@JerryRomineStocks this is why I love your channel. ACTIONABLE STRATEGIES. and your question cuts to the heart of what action.
What I do is buy Berkshire Hathaway stock for their investing, acumen and massive cash pile. Also I hold money market funds that are marginable for options income.
AWESOME! Both your answer and your reasoning for why you invest. I value a man with a plan that takes action.
@@JerryRomineStocks thanks. Holding value ETF of SCHD (PE of 17ish) is actually my largest single holding to further answer your perfect question
👊👊👊
👊👊👊
JEPQ or SCHD?
Why not both?
I own both but a lot more JEPQ.
Excellent point 6 trillion on sidelines
💯% I've been moving my parked cash and am part of the 6 trillion. A very small part. 😆
what is a good price to get in to PLTR?
It's got a P/E of 247. So, the answer is between $10-$12.😂
PLR has good support at $37.50.
@JerryRomineStocks I was joking. I'm going to initiate a large long-term position in PLTR sometime after the election. Will buy 1,000 shares. Plan to hold it at least 5-7 years. Expect it to go to $150 minimum. I've made a lot of money selling PLTR put and call spreads the past 12 months.
@stk6mkt. Nice plan and great job with the options. ❤ it!
Don't count your chickens before they hatch, Jerry. There's a very good chance in my opinion that there will be a huge sell-off next year. I'm about 2/3 invested in T notes, and still worried. I would be cautious if I was you.
Look, I get it. You’re playing defense, and that’s fine. But here’s the thing-sitting on the sidelines, worrying about a sell-off? That’s how you miss opportunities. You can’t grow wealth by hiding in T-notes. Sure, be cautious, but also be strategic. Instead of bracing for the worst, position yourself to capitalize when others panic.
What is the best Small modular reactor stock in the nuclear energy Industry?
I invested in Rolls-Royce
Not really my wheelhouse but you might consider BWXT or RYCEY.
@@JerryRomineStocks would you please make a video about the best SMR nuclear energy stocks? So we can learn why these are good companies
I fear there is not enough interest on youtube for that video.
@@JerryRomineStocks
Rolls-Royce is rycey. Thanks for bwxt, I will check that company and wait for a retrace from that "to much to fast"
Good morning your opinion Ozkap stock. Thanks
OZKAP is new to me so I had to check a few things and at a glance they look very good. Revenue growth forecast is 21.8%. Net income margin 49.3%. And if you know the bank and think highly of them DEFINITELY one to consider. 😎
@@JerryRomineStocks thanks so much
Hi Jerry, I’m 58 years old. I have no retirement for myself, but I have some money I would like to invest in ETF. Can you please help me and guide me because I’m in beginning I’ve been watching a lot of your video. I hope you will get back to me thank you and you have a nice day.
I’m not a financial advisor, so I highly recommend consulting with one for personalized guidance. That said, for entertainment purposes, you might want to look into SCHD, SCHG, and JEPQ as starting points. Ultimately, the right choice will depend on your individual goals and risk tolerance-only you can determine what aligns best with your strategy.
So Warren buffet is gonna miss on alot of gains he's been selling and is sitting in a ton of cash
Mindset is a little different when working with billions.
@@Cutzamala I don't think he cares at this point lol
I think Warren will be OK no matter what he does.
I'm guilty on all counts of being the type of person you warned not to be. I have a sizable (for me) amount of cash sitting in safe money market accounts and CDs getting ready to mature that I've been a bit hesitant in deploying elsewhere due to a seemingly overpriced market across the board. I feel like you were talking directly to me with this "get off your ass' post. Thank you.
Me too. Same exact situation. I need to let me savings make me money. But it scares me to lose it all.
Hey Steve, I’m really glad it felt like I was talking directly to you. It’s kind of like that starfish story-you might not save them all, but making a difference for just one can be huge. I totally get the hesitation, though. Take your time, think it through, and make the decision that feels right for you. At the end of the day, it’s all about what works best for your situation!
What a collection of delusional cheerleaders on this channel.
Push those gains, stack that cash!
Haters gonna sit and crash!
We’re delusional, you say?
But we’re laughing all the way!
It’s funny how the sidelines are always full of critics-but they’re never the ones making money.
We are in recession. This is a market top.
There's always someone 😅
If you believe that is where we are then you should consider shorting the markets. If you are right you'll make bank.
The stock market is going to crash UP
due to hyperinflation and worthless dollar
So
I agree with you
The best way to beat hyperinflation and a weakening dollar is by investing in assets that grow faster than inflation. When governments print money without backing, it loses value, but assets like real estate, stocks, or commodities can rise in value and protect your wealth.