I'm 55 years old with not enough set aside for retirement at this point. I have always been curious about the market and have witnessed people who played the game right and retired early. Some claimed they started very small, but their portfolio grew over time. I do have a significant amount but I’m unsure about which strategies or approach to take in order to achieve good returns. I'm open-minded and would appreciate any help or guidance
I understand you, I've been in your situation before. I'm 58 now and just started investing some time last year,,, with a start of 40k. I made my first 100k USD 5 months later. And today, I have a decent $260K portfolio. It's never too late,, the right investments will change your life. I should retire soon as long as things remain this good. My only regret is not starting earlier
Diversification did it for me. I ventured into real estate crowdfunding, stocks, and the digital market. It took around 6months. I needed to approach it from a different angle. I got my answers, and its been smooth since then. My CFA has been great, clearly my best one yet. I achieved this much with His management. What you need is a CFA who can assist you in managing your portfolio while diversifying your investments
Robert Carlos Wright is my CFA. He's someone I can recommend. His expertise in market knowledge and asset management is truly top-notch. if you do your research you'll know for yourself that the old man's work ethic is off the charts. Google his full name you'll find his details on IAPD or SEC
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Laurel Ann Watkins for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Curious if Morningstar provides a buyback index list? (For dividend-repenters burned by tax rate inefficiency--or simply disappointment in how those revenues get allocated.)
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. Any recommendation will be much appreciated.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
My CFA, Judith B. Richards, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thank you so much
Great content, as always! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
Dividends from SCHD are generally taxed at the qualified dividend rate, which is often lower than ordinary income tax rates for many investors. Meanwhile, Nvidia remains a major market focus, driving a significant portion of the S&P 500's recent gains. Nvidia’s stock, up over 90% this year, climbed another 2.5% on Monday, pushing the Nasdaq 100 to a record high. I’m actively searching for companies to add to my $350K portfolio to enhance its performance. Open to suggestions!
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritise patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
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
Her name is Rebecca Lynne Buie, and she’s widely recognized as an expert in her field, working with Empower Financial Services. A quick online search will confirm her extensive experience and deep knowledge of the financial markets.
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment advisor is important-they have insights not available to everyone.
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
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 want to see some Morningstar coverage of covered call ETF’s like JEPI, JEPQ
PLEASE ADD TIME STAMPS
I'm 55 years old with not enough set aside for retirement at this point. I have always been curious about the market and have witnessed people who played the game right and retired early. Some claimed they started very small, but their portfolio grew over time. I do have a significant amount but I’m unsure about which strategies or approach to take in order to achieve good returns. I'm open-minded and would appreciate any help or guidance
I understand you, I've been in your situation before. I'm 58 now and just started investing some time last year,,, with a start of 40k. I made my first 100k USD 5 months later. And today, I have a decent $260K portfolio. It's never too late,, the right investments will change your life. I should retire soon as long as things remain this good. My only regret is not starting earlier
How did you manage to achieve that level of growth?
Diversification did it for me. I ventured into real estate crowdfunding, stocks, and the digital market. It took around 6months. I needed to approach it from a different angle. I got my answers, and its been smooth since then. My CFA has been great, clearly my best one yet. I achieved this much with His management.
What you need is a CFA who can assist you in managing your portfolio while diversifying your investments
Can you recommend? It's not very common to find a good one
Robert Carlos Wright is my CFA. He's someone I can recommend. His expertise in market knowledge and asset management is truly top-notch. if you do your research you'll know for yourself that the old man's work ethic is off the charts. Google his full name you'll find his details on IAPD or SEC
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Laurel Ann Watkins for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I want to see some Morningstar coverage of crypto ETF’s like FBTC, FETH
Curious if Morningstar provides a buyback index list? (For dividend-repenters burned by tax rate inefficiency--or simply disappointment in how those revenues get allocated.)
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. Any recommendation will be much appreciated.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
My CFA, Judith B. Richards, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thank you so much
Dividend paying tobacco companies did very well this year, wonder why.
Why?
Depands where it came from. It was really under valued. Now its more true valued
Really hasn't been a falling yield environment. 10 year has been going up as cuts come in.
Great content, as always! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.
If you can, then get a professional to trade for you I think that way your assets are more secure.
Someone like expert Barbara Fernsby
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
This is correct, Barbara strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started.
Dividends from SCHD are generally taxed at the qualified dividend rate, which is often lower than ordinary income tax rates for many investors. Meanwhile, Nvidia remains a major market focus, driving a significant portion of the S&P 500's recent gains. Nvidia’s stock, up over 90% this year, climbed another 2.5% on Monday, pushing the Nasdaq 100 to a record high. I’m actively searching for companies to add to my $350K portfolio to enhance its performance. Open to suggestions!
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritise patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
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
Her name is Rebecca Lynne Buie, and she’s widely recognized as an expert in her field, working with Empower Financial Services. A quick online search will confirm her extensive experience and deep knowledge of the financial markets.
Google Rebecca Lynne Buie and do your own research. She has portfolio management down to a science
Rates are going up and not declining.
What exactly have you been looking at, because no.
@@mr2981 10Y bond. What else. It went up from 3.8% to 4.6% and is near multi decade high.
@@mr2981 10y bond went up from 3.8% to 4.6% and is at multi decade high.
@@mr2981 US bonds. 20Y is at 5 percent and 10Y getting close to that too. Nearing multi decade high. So yes.
What a word salad interview!
Hi Susan
If you're going to do these videos, put some effort into it, prepare and present some notes and index the video with timestamps.
😂 Are you her $Boss$?
@pearlperlitavenegas2023 customer
Darn, that is so rude, u lazy ass.
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment advisor is important-they have insights not available to everyone.
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
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!