Great insight to the right way one should invest. Thank you, Sven. I'm surprised 90% of people don't get it. They just want fast money. They don't want to invest time and effort (if it's not choosing a new car, Lol). This makes investing possible for those who are willing to put a substantial effort into understanding how markets work.
Great point! After I stop trying to beat the market, it took lot of stress from me. I do not have as big returns as you but as dividend investor I care about stream of cash flow.
You used to teach investing and focused on looking into different businesses. Now, it seems like everyone second video you make is literally the same "passive investing is aweful". Just focus on what you know.
Thanks for the video Sven. Somewhat off topic, but have you considered taking another look at US small cap stocks? If I'm not mistaken, your last deep dive on small caps was in late 2021 (around the ATHs!). A lot has changed since then - the Russell 2000 and S&P 600 have been slaughtered pretty indiscriminately - and I'm curious why you haven't recognised an opportunity, and keep describing US stocks as overvalued. In fact, most of the videos you've done on small caps historically tend to be pretty bearish, usually some variation on "no moat", "doesn't pay dividend/buybacks", "I don't care for the product", "lots of competition" - most of which could equally have applied to classic Peter Lynch investments like Dunkin' Donuts, Toys R Us, etc. Could you perhaps clarify your position on small caps, and whether I'm missing something myself?
I highly value your work, as you guide people in the right direction. Patience and expertise in technical analysis is key in stocks and cryptocurrency investments. The market is unpredictable due to the price fluctuation, but with Cheryl Atonal's daily signals and strategy, I've accumulated 19 Bitcoin from 4.1 Bitcoin!. Trading with confidence and following the right pattern makes all the difference..
Finding her name here is unexpected. As a beginner, she guided me, teaching essential trading principles and sharing her daily strategies. Her courses are excellent, and I'm now earning daily in cryptotrading , thanks to her
The technical analysis expert I admire the most. Cheryl's signals are not just about gains. She emphasizes risk management, making her advice both rewarding and wise
Cheryl Atonal deserves more accolades, I'm so impressed knowing how much people talk good about her expertise... she also helped me and my friends here in the UK 🇬🇧 to trade profitably with her daily signals.
The problem is that most stocks you were happy about this year have all declining earnings, and stock prices. ACOMO NV and MBUU, but also RUBIS somehow. I think they were mistakes... I also made lots of mistakes this year. All value stocks have been hammered year to date.
I’m still new to active investing. My concern with the QQQ alone is that I believe it doesn’t have exposure to traditional finance and little exposure to energy. Therefore, if I picked it, I would be picking sectors and making predictions anyway. I would like to find big, obvious opportunities in names that would be worth the trading costs and beat the market. I think stock picking can do that. As for timing, it seems to be more possible in the relaxation period after a big event as the volatility models are well understood for those times. I might lean more towards the idea of a top down view where you start broad market, sector, sub sector, industry, sub industry, earnings, mark out all of the relevant economic releases on a calendar or chart verticals as a fundamental event path, and wait to see what happens to trigger an analyst prediction, but I have a day job and I would likely whither away from a lack of sleep before I succeeded. Even in a booming market.
Next W.B is someone who can present a similar result in a period of time around +50 years. Good luck to 99.99....of all investors trying that challange.
To focus on absolute returns is such a contrarian view nowadays, and yet I think it is the only consistent view if you are a value investor. I agree 100% with Sven here.
It's important to "beat the market", in whatever way you define that as an investor, because usually a market index is the next best alternative to doing it yourself. If you can't beat them, join them, and you have to know when it's time to give up active investing in favor of a passive index.
In a bad market beating the market can still mean a loss. Like Sven showed several markets not just the US markets. We as individuals can set our own aim. Let's say 12% a year. And find companies that can bring you that based on their fundamentals in a certain moment in time. Price vs value and risk vs reward. I don't care about the market like I don't care about fashion. I wear what I like nomatter what the fashion industry tells me is hip at a certain point in time.
@@PonderDuke Good for you. You're such a contrarian and independent thinker. So why did you choose 12%? It's because you know that 12% is a market beating return. Which market? The S&P 500. If I am down 30% and the market is down 50%, it doesn't mean I'm happy, but it means that I am still doing better than the alternative. Just because you intend to focus on absolute returns doesn't mean you're any less likely to be down 30% at some point, or any more likely to perform better than the standard benchmarks over your investment lifetime. This absolute return talk is just virtue signaling.
@@PonderDuke 12% a year can be a lousy return if inflation is say, 10%. Real return is what matters. And if I were an active investor, I'd better not beat, but trounce the market. Otherwise, all the effort is kind of wasted if "beating" means squeezing 0.5% a year excess returns.
The whole point of active investing is to beat the best alternative passive fund like the S&P 500. If you can't do that (which most people can't) what's the point.
@@TakeBackTheMoralOrder Not at all, my point was highlighting the importance of real vs. nominal returns, and the high effort required by active investing, which is only worth if (as you correctly mentioned!) the excess return vs. the index is significant.
We might be in a new regime. Days of easy/cheap money is over. Federal reserve has inundated Banks with liquidity; those banks and investors seeking for higher yields than 1% have funneled their money into Stock markets and naturally markets boomed. Thank the FED for your 'brilliant' returns for these past 15 years. Probably wasn't your genius for that exceptional portfolio performance. You have borrowed returns from the future... Just blindly picking market ETFs probably won't work anymore. Adaptive/active asset management might be required for this decade. But what the hell do i know.
Using your real estate investments to argue your stock market beating investment acumen is .... interesting!
The TH-cam "successful" financial influencers are using the "clic bait" metric, not the "X" return over time.
Great insight to the right way one should invest. Thank you, Sven.
I'm surprised 90% of people don't get it. They just want fast money. They don't want to invest time and effort (if it's not choosing a new car, Lol). This makes investing possible for those who are willing to put a substantial effort into understanding how markets work.
If you don't beat the market over the long term, it means that all your efforts are a waste of time compared to just buying an ETF
Great point! After I stop trying to beat the market, it took lot of stress from me. I do not have as big returns as you but as dividend investor I care about stream of cash flow.
You used to teach investing and focused on looking into different businesses. Now, it seems like everyone second video you make is literally the same "passive investing is aweful". Just focus on what you know.
Thanks for the video Sven. Somewhat off topic, but have you considered taking another look at US small cap stocks? If I'm not mistaken, your last deep dive on small caps was in late 2021 (around the ATHs!). A lot has changed since then - the Russell 2000 and S&P 600 have been slaughtered pretty indiscriminately - and I'm curious why you haven't recognised an opportunity, and keep describing US stocks as overvalued. In fact, most of the videos you've done on small caps historically tend to be pretty bearish, usually some variation on "no moat", "doesn't pay dividend/buybacks", "I don't care for the product", "lots of competition" - most of which could equally have applied to classic Peter Lynch investments like Dunkin' Donuts, Toys R Us, etc. Could you perhaps clarify your position on small caps, and whether I'm missing something myself?
Sven consistently provides high -quality content, and I've recently begun following his recent page on FACEBOOK.
Easier to connect with him
I highly value your work, as you guide people in the right direction. Patience and expertise in technical analysis is key in stocks and cryptocurrency investments. The market is unpredictable due to the price fluctuation, but with Cheryl Atonal's daily signals and strategy, I've accumulated 19 Bitcoin from 4.1 Bitcoin!. Trading with confidence and following the right pattern makes all the difference..
Finding her name here is unexpected. As a beginner, she guided me, teaching essential trading principles and sharing her daily strategies. Her courses are excellent, and I'm now earning daily in cryptotrading , thanks to her
I just looked up her name on Google and saw her impressive result. I will write her an e-mail shortly
The technical analysis expert I admire the most. Cheryl's signals are not just about gains. She emphasizes risk management, making her advice both rewarding and wise
Cheryl Atonal deserves more accolades, I'm so impressed knowing how much people talk good about her expertise... she also helped me and my friends here in the UK 🇬🇧 to trade profitably with her daily signals.
The problem is that most stocks you were happy about this year have all declining earnings, and stock prices. ACOMO NV and MBUU, but also RUBIS somehow. I think they were mistakes... I also made lots of mistakes this year. All value stocks have been hammered year to date.
Depends on what you focus on and you strategy!
Sven, you invested in Bidu bc Cathie bought it. You were just hoping the price of Bidu would increased due to her recent buy.
Not being down when the market is crashing is the real success
Thanks for sharing! Have you perhaps looks into european building material oligopolies? Seems like opportunistically attractive risk/rewards
have you sold your Alibaba and baidu? They have gone down immensely
Could you please do a video about covered call ETFs ?
Well, you motivate and encourage me. Thank you Sven!
Sven consistently provides high -quality content, and I've searched and begun following his recent page on FACEBOOK.
Easier to connect with him
Happy to hear that!
Thx Sven. I also never benchmarked myself.
thanks!
Best returns i had buying good quality business when people were selling due to news or when others were selling due to economical factors.
I’m still new to active investing. My concern with the QQQ alone is that I believe it doesn’t have exposure to traditional finance and little exposure to energy. Therefore, if I picked it, I would be picking sectors and making predictions anyway. I would like to find big, obvious opportunities in names that would be worth the trading costs and beat the market. I think stock picking can do that. As for timing, it seems to be more possible in the relaxation period after a big event as the volatility models are well understood for those times. I might lean more towards the idea of a top down view where you start broad market, sector, sub sector, industry, sub industry, earnings, mark out all of the relevant economic releases on a calendar or chart verticals as a fundamental event path, and wait to see what happens to trigger an analyst prediction, but I have a day job and I would likely whither away from a lack of sleep before I succeeded. Even in a booming market.
Sven consistently provides high-quality content, and I've recently begun following his recent page on FACEB00K. Easier to connect with him
Always interesting and valuable! Thank you!
Next W.B is someone who can present a similar result in a period of time around +50 years. Good luck to 99.99....of all investors trying that challange.
To focus on absolute returns is such a contrarian view nowadays, and yet I think it is the only consistent view if you are a value investor. I agree 100% with Sven here.
Sven consistently provides high -quality content, and I've searched and begun following his recent page on FACEBOOK.
It's important to "beat the market", in whatever way you define that as an investor, because usually a market index is the next best alternative to doing it yourself. If you can't beat them, join them, and you have to know when it's time to give up active investing in favor of a passive index.
In a bad market beating the market can still mean a loss. Like Sven showed several markets not just the US markets. We as individuals can set our own aim. Let's say 12% a year. And find companies that can bring you that based on their fundamentals in a certain moment in time. Price vs value and risk vs reward. I don't care about the market like I don't care about fashion. I wear what I like nomatter what the fashion industry tells me is hip at a certain point in time.
@@PonderDuke Good for you. You're such a contrarian and independent thinker. So why did you choose 12%? It's because you know that 12% is a market beating return. Which market? The S&P 500.
If I am down 30% and the market is down 50%, it doesn't mean I'm happy, but it means that I am still doing better than the alternative. Just because you intend to focus on absolute returns doesn't mean you're any less likely to be down 30% at some point, or any more likely to perform better than the standard benchmarks over your investment lifetime.
This absolute return talk is just virtue signaling.
@@PonderDuke 12% a year can be a lousy return if inflation is say, 10%. Real return is what matters. And if I were an active investor, I'd better not beat, but trounce the market. Otherwise, all the effort is kind of wasted if "beating" means squeezing 0.5% a year excess returns.
The whole point of active investing is to beat the best alternative passive fund like the S&P 500. If you can't do that (which most people can't) what's the point.
@@TakeBackTheMoralOrder Not at all, my point was highlighting the importance of real vs. nominal returns, and the high effort required by active investing, which is only worth if (as you correctly mentioned!) the excess return vs. the index is significant.
Thanks for the video Sven!
Sven consistently provides high -quality content, and I've searched and begun following his recent page on FACEBOOK.
🗽 It's all about REAL return in these days of printing money like there's no tomorrow.
.
Sven consistently provides high-quality content, and I've recently begun following his recent page on F’ACEB00K.
"inflows and outflows" don't matter in an ETF.
He just likes the stock!
You made 150X on your house?? Do you live in a warehouse?
in the netherlands you get 103% loans, thus you invest little of your money but you get all the upside!
Great insights 👍
Sven consistently provides high -quality content, and I've searched and begun following his recent page on FACEBOOK.
Easier to connect with him
Sound/Video off
Somethings wrong with ze story, but ok=)
We might be in a new regime. Days of easy/cheap money is over.
Federal reserve has inundated Banks with liquidity; those banks and investors seeking for higher yields than 1% have funneled their money into Stock markets and naturally markets boomed. Thank the FED for your 'brilliant' returns for these past 15 years.
Probably wasn't your genius for that exceptional portfolio performance. You have borrowed returns from the future...
Just blindly picking market ETFs probably won't work anymore. Adaptive/active asset management might be required for this decade.
But what the hell do i know.
PRIMOOOO!!!
Not interested