📈 Stock Analysis Tool I Use: www.patreon.com/josephcarlson 🎥 More free content: www.youtube.com/@JosephCarlsonAfterHours 🐦 I post random thoughts on Twitter too: twitter.com/joecarlsonshow
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.
investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $486k in the last six month. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
The adviser I'm in touch with is Dawn Maureen Humphrey She works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me her strategy works hence my result. She provides entry and exit point for the securities I focus on.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless. In just 5 months my portfolio grew by $150k in gross profit, the main thing is to diversify your portfolio and you will see amazing results by investing smartly.
@@MIchaelGuzman737 As with any big financial decision , it’s important to keep your guard’s up for economic risks. However, smart planning, time management and seeking advise from a financial adviser can help keep you and your money safe.
@@Americanpatriot723 Yes i agree and right now the markets are going berserk. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from my mentor, "LISA ELLEN SHAW" she's seen dozens of market cycles over the past few decades, and she has a feel for how they move, why they move, and what comes next.
@@sommersalt88 Mind if I ask you to recommend how to reach this particular coach you using their service? Seems you've figured it all out unlike the rest of us.
21:45 I don’t see why anyone feels the need to draw comparisons between Charlie/Buffet and Musk. Elon is a mission driven engineer, these guys are very successful value investors. They’re not playing the same game nor running the same race.
If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance,but if you want to make your money work for you...prevent inflation
@Edward Lopez I agree with you and believe that the secret to a financial stability is having the right investment ideas to enable you earn more money,I don't know now who agrees with me but either way I recommend real estate or crypto and stocks
Over here, I lost alot of my savings which I will never try anymore. I’m such an idiot if I think about what I did trading on my own with no professional guide
I find strange that people talk about mirroring Buffett and listen to all his wisdom etc, etc. Why don't people just buy Berkshire Hathaway stock? Nothing more, nothing less.
Question About Warrens Comment at 29:50 : If Apple makes up 12% of an Index Fund like QQQ which tracks the Nasdaq, and Apple increases its net worth resulting in it being worth 14% of the Nasdaq, will QQQ have to sell 2% of their Apple shares to maintain the 12% weighting of Apple in the fund? That's what Buffet seems to imply. Index funds have to maintain proper ratios of their underlying holdings, and when stocks like Apple exceed their alloted percentage of the fund, the Index has to sell the excess to maintain the ratio. This doesn't make sense though, if the fund is supposed to track the underlying Index, why would it sell shares of a stock like Apple if Apple increases its percentage of the Nasdaq? Am I missing something?
He actually made 1 emotional investment, the purchase of Berkshire itself. He made a deal with the CEO of berkshire to sell his shares in the company for an amount, but when the offer came in the CEO offered him 1/7th of a cent less than was negotiated, so Buffet decided to keep buying shares instead of selling and took control of Berkshire. Some ego was in play here and Berkshire turned out to be an awfull investment, but luckily he diversified into better businesses and 60 years later he's still going strong.
Yeah, it was the need to save the actual textile company investment from going under to start buying other cash flow rich companies which led birth to their holding. Although this caused him to violate the first message in this video. He went all in on the company and put everything he had into it. With that said, the difference here to that message is he was betting on himself which was still a good bet to make.
Today they give advice on how 'do not spend more than you make, surround yourself with nontoxic people, buy and hold for life, etc' but i think is is really hard to build wealth like this. Buffet in his early days was not only buying and selling companies often, but he was getting involved in company politics, doing takeovers, etc. He built his first millions in a very warrior way. I think he got into insurance business exactly because he can spend 'money he doesn't have' so don't be fooled, he plays the game, he is not a wise sheep, but more like an wise old wolf
Was very happy I was able to make it to the meeting this weekend. My first, and hopefully more to come and able to see Buffett/Munger for a few more years.
Carlson talks about Buffett’s & Munger’s understanding of human behavior - this is an underrated skill and I wish there was more written & spoken about how a person could learn it.
The fact that Apple revenue goes down has nothing to do with whether it's a good or bad company. But valuations, it's a completely different story. Very little of us have experience in investing with high interest rates. I believe soon we will see if Apple with 27 forward PE is a smart investment. It's really interesting to find out. Now the consensus is that Apple is going to the Moon) And it will certainly continue doing this forever, sure. Thanks for the good coverage, though!
I agree that we shouldn't be vicious to others and social media doesn't help this but there has to be healthy debate as if someone is using social media to promote information, we politely ask questions if we have a different view or if the person is saying the wrong thing. Nice video.
I disagree with what you said about Apple. In the technological world, a company that seems invincible today can easily go bankrupt and disappear tomorrow. Even Apple.
But remember this a company worth almost $3trillion with $300 billion in liquid cash stashed away in swiss banks a company that has more than 1billion people (which keeps growing) using their devices and services that makes them almost $100billion in profit a year going bankrupt almost seems impossible because they can just buy into other profitable businesses
I remember first learning about warren buffett on the cover of a money magazine must have been about nineteen eighty three. His stock was then trading at about five thousand dollars and the caption on the cover said don't buy my stock. Buying it would have been a great choice . Utilize his life lessons all of them and you will have a good life...
@joseph you assume that emotions always leads to bad financial decisions, I disagree with this sentiment. Bad decisions not emotional decisions leads to bad outcomes
Good video Joseph. To sum it all up: Buffett is first and foremost successful because he's RATIONAL and PATIENT. Period! Our society today more than ever before is full of irrationality, emotion driven behavior and certainly impatience, not to mention intolerance. That's why he is successful: He is a simple guy, not a showboat, not trying to impress anyone. It is that simple. Thank you Joesph.
Warren Buffett is not backing up the truck at around 30x FCF for AAPL which is growing revenues in the single digits. WB backed up the truck at around 17x earnings when the revenues were expected to be growing in the double digits (and did). I think that is a salient point that needs to be remembered. Buying AAPL today is nothing like buying AAPL several years ago from a business investment standpoint: today you are buying a wonderful company at a dear price with slower revenue growth prospects rather than a wonderful company at a fair and reasonable price with faster revenue growth prospects. Yes the price paid mattered to WB and CM then. It's not just about Quality alone or even Quality and Growth alone. It's that proverbial 3 legged stool: Quality+Growth+Value.
WB loves cash producing companies - its why he's held AXP and Coke all these years. Apple is the best cash producing machine out there right now - they might not be worth buying right now, but the best thing he probably loves about Apple is when it does hit a buy level, its something they can buy $100B of and not worry about hitting 10% of the company. Then later if they need to raise cash when its at a high multiple, Apple has the trade volume to unload billions without affecting the share price too much. There's not many places they can put lots of money to work at above treasury returns. Apple's still one of them.
The market and the Fed consistently underestimate the sticky nature of inflation. The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $400k worth of stocks?
Even though there will probably be more pain in the future, investors should look for stocks like Royal Philips NV and Alstom SA that have been sufficiently battered down to be a bargain or get a great portfolio manage.
@@Aziz__0 That's why I'm creating more income streams that I have complete control over. These will take me places that my day job never could. The earlier you start investing your money and putting it to work, the more time compound interest has to work its magic on your portfolio. This is how I'm going to achieve early retirement and it's possible for everyone. Understand, know the path needed and stay committed to the craft.
@@viewfromthehighchairr How are we going to accomplish all of that given that the market has been a mess for most of the year? It seems crazy. I keep hearing that the market is trading at a 60% chance of a rally to 75. But isn't it also pricing in a dovish source that is going to pivot relatively quickly?
@@Blitcliffe My advisor "NICOLE DESIREE SIMON" is highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@@viewfromthehighchairr This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
They generally don’t count a company that has been profitable for only a few quarters as profitable. It needs a long trend of profitability. GameStop appears to only profitable for this one quarter and the recent quarter is historically their best quarter of the year, every year, because of the holidays. It doesn’t look great. However, people locking up their shares seems like it could be an interesting gamble.
The one thing I don't quite agree with is his take on options. He likely is talking about buying options but he as well as I have made a lot of money selling put options on stocks that he would like to get paid to own at a cheaper than current price.
I own 8 stocks for the long term and that's more than enough! Microsoft, Realty Income, Shell, Caterpillar, Pernod Ricard, Darden Restaurant's, Intercontinental Exchange and Tsingtao Brewery. I thought about adding a railroad as well but since Caterpillar is very active in the railway business via "Progress Rail" that's enough exposure 👍🏻
Hey Joseph, could you sum your portfolio together and show us your aggregate exposures? It seems to me your passive income account + story fund wouldn't be much different from the S&P 500. Love the videos, thanks!
It’s like the S&P 500 if you took out 490 companies and then replaced the top 10 companies with different companies and then weighted those remaining companies by different amounts.
@@JosephCarlsonShow what's your active share in aggregate? I'm genuinely curious. I thought you still have a dividend Etf for another retirement savings account no?
@@kylestockton5851 those don't show his holdings, just his target weights for his two portfolios. Also, I'm curious as to his Roth which he used to show, but has since not been shown.
Good Video. But be more precise when you say options are bad or risky. Buying options to YOLO is gambling for sure. But selling options is not gambling at all. Warren Buffet uses advanced options strategies all the time. He sells puts frequently. I think it would be best not to say repeatedly that if your listeners use options, then they are not following Buffet's advice. Selling options is a great way to generate free cash-flow safely and conservatively.
Munger and Buffett have both achieved an incredible feat with Berkshire. They've turned thousands to billions, and have made a lot of people wealthy in the process. I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.
An obvious way to invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions
I don’t follow buffets advice because he makes decisions with insider knowledge and preferred shares with control in boardrooms. You also don’t know what he buys without a delay. Often, people buy when he is dumping, while they think he is still holding.
I use to carry 2 etfs which made up 50% of my portfolio, then around 14 or so individual holdings making up the other 50%. I focused heavily in 8 8 holdings, which make up around 85ish%, I have 3 other holdings rounding out the bunch. I'm more concentrated in better holdings, and instead of meeting or under performing the market, am now ahead of the S&P by around 2%. Doesn't seem like much, but outpacing the S&P while maintaining around a 15% divided growth average, will allow me to compound super quickly over the next 10-15 years.
Consumer staples shouldn't trade at higher forward pe due to their growth is typically low. It is very high as investors at this time believes recession is coming and they are going to defensive stocks.
Charlie Munger has also advised that sometimes you should bet more than 100% of your net worth on something if it's the right pitch. They are prudent until it's time to bet the farm
The one time I know that Warren Buffett was vicious to someone it was to Seabury Stanton in Buffett's hostile takeover of Berkshire Hathaway, because Stanton reneged on his purchase price for Buffett's shares by such a small amount that Buffett knew it was an intentional insult. Buffett has also said that the hostile takeover was the greatest mistake of his career, and has cost him billions by now. So, the one time he was vicious was the time it cost him the most.
Here is why your portfolio will underperform: Apple, Mastercard: Expensive and subject to disruption; Costco, Texas Roadhose, Vici, S+P, MSFT: very Expensive; Union Pacific: OK i guess; CP: dunno
If you say a company is expensive but you don’t factor in the capital efficiency or growth rate then you’re only getting half the picture. Those companies are growing their free cash flow per share at double the rate of SPY.
Joseph you are correct at some points but I have to disagree with you at some points. We cant have entire population as savers or investors. We need someone consume products, borrow money so we can earn money. Every night, my pray go to those people spending money as well.
I'm really happy that you explained what Buffet meant about Apple buying index fund shares. I didn't understand that when I was watching the event live. Thank you Joseph! Amazing content as always! 🤠🚀🌛 .:il
@JosephCarlsonShow Love your Presentations Buddy!.... Can you please do a show and state to me In YOUR Opinion how should we invest if we are set to Retire in 2 -3 years with 500K investment portfolio. where should it be in to Help protect it as much as possible in the upcoming years of possible volatility. Of Course no certainty however where would you place it so you could sleep at night. can you do a program on that asset allocation for soon to be Retired folks. By the way why not just give it all to Warren to Manage it???
Dude, he bought fucking Berkshire itself due to being insulted by the offer, Airlines (despite saying tons of shit about that being a terrible business) etc.
📈 Stock Analysis Tool I Use: www.patreon.com/josephcarlson
🎥 More free content: www.youtube.com/@JosephCarlsonAfterHours
🐦 I post random thoughts on Twitter too: twitter.com/joecarlsonshow
@@stevemann3611 Who is Strongman Finance?
How to make that kind of portfolio? I mean what app is that?
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.
investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $486k in the last six month. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio
The adviser I'm in touch with is Dawn Maureen Humphrey She works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me her strategy works hence my result. She provides entry and exit point for the securities I focus on.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless. In just 5 months my portfolio grew by $150k in gross profit, the main thing is to diversify your portfolio and you will see amazing results by investing smartly.
My portfolio has good companies, however it has been stalling since last year. I have approximately $200k stagnant in my reserve that needs growth.
@@MIchaelGuzman737 As with any big financial decision , it’s important to keep your guard’s up for economic risks. However, smart planning, time management and seeking advise from a financial adviser can help keep you and your money safe.
@@Americanpatriot723 Yes i agree and right now the markets are going berserk. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from my mentor, "LISA ELLEN SHAW" she's seen dozens of market cycles over the past few decades, and she has a feel for how they move, why they move, and what comes next.
@@sommersalt88 Mind if I ask you to recommend how to reach this particular coach you using their service? Seems you've figured it all out unlike the rest of us.
Most likely, you can find her basic information online; you are welcome to do further study.
The best joseph carlson...
Nice video Joseph, good luck with your portfolio!
21:45 I don’t see why anyone feels the need to draw comparisons between Charlie/Buffet and Musk. Elon is a mission driven engineer, these guys are very successful value investors. They’re not playing the same game nor running the same race.
Great video Joe, enjoyed your interpretation
7:20 “and I won’t name names but…” Al di Meola also has this approach in interviews.
Thumbs up! Great episode!
Hi Joseph, would love your thoughts on SPGI having a low ROE after a big 2022 acquisition. Love the channel!
I was there! Was a lot of fun!
Joseph Mac Donald’s is not a consumer stapel company but a real a State company look at the breakdown of the revenue
World class content and it’s for free. Thank you
Finally the benchmark !!! THANKS !
Are you going to talk about Estee Lauder's active investor event?
Que buen video joseph, saludos desde Argentina
If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance,but if you want to make your money work for you...prevent inflation
Jane Roy is the woman I’ve been trading my coins with for the past few months I started with her last year
@Edward Lopez
I agree with you and believe that the secret to a financial stability is having the right investment ideas to enable you earn more money,I don't know now who agrees with me but either way I recommend real estate or crypto and stocks
Wow, what a coincidence you also created with Ms. Jane Roy? My bi- weekly trading returns is $28,600
I have also experienced her great work, she’s good in trading
Over here, I lost alot of my savings which I will never try anymore.
I’m such an idiot if I think about what I did trading on my own with no professional guide
Hi Joseph long time viewer, learnt a lot from u. Would be great if u can add Australia to ur search tool.
Thanks for the video 🙏🏻
Buffett has not been investing for 40 years. He started when he was 14., with his firstDeal in real estate and he bought Berkshire Hathaway in 1962.
When are you buying Palantir you made me buy it
how do u compare black rock (BLK) to S&p global
Great video Joseph. I really enjoyed this one. 💯💯
Isn’t McDonald’s a consumer discretionary stock, not a staple?
He doesn't know the difference between staple & discretionary.
I find strange that people talk about mirroring Buffett and listen to all his wisdom etc, etc. Why don't people just buy Berkshire Hathaway stock? Nothing more, nothing less.
Question About Warrens Comment at 29:50 : If Apple makes up 12% of an Index Fund like QQQ which tracks the Nasdaq, and Apple increases its net worth resulting in it being worth 14% of the Nasdaq, will QQQ have to sell 2% of their Apple shares to maintain the 12% weighting of Apple in the fund?
That's what Buffet seems to imply.
Index funds have to maintain proper ratios of their underlying holdings, and when stocks like Apple exceed their alloted percentage of the fund, the Index has to sell the excess to maintain the ratio.
This doesn't make sense though, if the fund is supposed to track the underlying Index, why would it sell shares of a stock like Apple if Apple increases its percentage of the Nasdaq?
Am I missing something?
He actually made 1 emotional investment, the purchase of Berkshire itself.
He made a deal with the CEO of berkshire to sell his shares in the company for an amount, but when the offer came in the CEO offered him 1/7th of a cent less than was negotiated, so Buffet decided to keep buying shares instead of selling and took control of Berkshire. Some ego was in play here and Berkshire turned out to be an awfull investment, but luckily he diversified into better businesses and 60 years later he's still going strong.
Yeah, it was the need to save the actual textile company investment from going under to start buying other cash flow rich companies which led birth to their holding. Although this caused him to violate the first message in this video. He went all in on the company and put everything he had into it. With that said, the difference here to that message is he was betting on himself which was still a good bet to make.
Today they give advice on how 'do not spend more than you make, surround yourself with nontoxic people, buy and hold for life, etc' but i think is is really hard to build wealth like this. Buffet in his early days was not only buying and selling companies often, but he was getting involved in company politics, doing takeovers, etc. He built his first millions in a very warrior way. I think he got into insurance business exactly because he can spend 'money he doesn't have' so don't be fooled, he plays the game, he is not a wise sheep, but more like an wise old wolf
Was very happy I was able to make it to the meeting this weekend. My first, and hopefully more to come and able to see Buffett/Munger for a few more years.
great work.
Apple was not emotional at the time?
Warren Buffett is a true mentor and at 92 years old is unbelievable how sharp he still is!
Here we go 👍
Good episode
Love these two guys.. good people.. love your channel.
Carlson talks about Buffett’s & Munger’s understanding of human behavior - this is an underrated skill and I wish there was more written & spoken about how a person could learn it.
Buffet said u should buy the S&P 500
Buffets purchase of Birkshire was emotional. Its in the book on him.
Thx for contents!
Accenture is a great compunder, it would be exellent if you take a look
Thanks you for that summary Joseph! very helpfull and appriciated.
Nice!
26:30 Charlie munger snacks a lot.
What’s wrong with putting all your money in a S&P 500 index fund? Costco stock or even BRK.A?
The fact that Apple revenue goes down has nothing to do with whether it's a good or bad company. But valuations, it's a completely different story. Very little of us have experience in investing with high interest rates. I believe soon we will see if Apple with 27 forward PE is a smart investment. It's really interesting to find out.
Now the consensus is that Apple is going to the Moon) And it will certainly continue doing this forever, sure.
Thanks for the good coverage, though!
7:11 it's a negative sum game
I agree that we shouldn't be vicious to others and social media doesn't help this but there has to be healthy debate as if someone is using social media to promote information, we politely ask questions if we have a different view or if the person is saying the wrong thing. Nice video.
About to sell everything in my Robinhood my portfolio went from 18k to 26k and now it's down to 11k and start over 😅 smarter less risky
Thx
I disagree with what you said about Apple.
In the technological world, a company that seems invincible today can easily go bankrupt and disappear tomorrow.
Even Apple.
But remember this a company worth almost $3trillion with $300 billion in liquid cash stashed away in swiss banks a company that has more than 1billion people (which keeps growing) using their devices and services that makes them almost $100billion in profit a year going bankrupt almost seems impossible because they can just buy into other profitable businesses
I knew you would resume it ... i just had no idea it would be so fast !!! Thank you
I remember first learning about warren buffett on the cover of a money magazine must have been about nineteen eighty three. His stock was then trading at about five thousand dollars and the caption on the cover said don't buy my stock. Buying it would have been a great choice . Utilize his life lessons all of them and you will have a good life...
You're a big inspiration. Love the videos!
Thanks for the video! Would love to hear your input on TSN (look at the chart)
@joseph you assume that emotions always leads to bad financial decisions, I disagree with this sentiment. Bad decisions not emotional decisions leads to bad outcomes
Paramount is most likely an asset play.
Good video Joseph. To sum it all up: Buffett is first and foremost successful because he's RATIONAL and PATIENT. Period! Our society today more than ever before is full of irrationality, emotion driven behavior and certainly impatience, not to mention intolerance. That's why he is successful: He is a simple guy, not a showboat, not trying to impress anyone. It is that simple. Thank you Joesph.
Thank you for sharing your thoughts and comments on this event. It's the only way I get to see these.
Warren Buffett is not backing up the truck at around 30x FCF for AAPL which is growing revenues in the single digits. WB backed up the truck at around 17x earnings when the revenues were expected to be growing in the double digits (and did). I think that is a salient point that needs to be remembered. Buying AAPL today is nothing like buying AAPL several years ago from a business investment standpoint: today you are buying a wonderful company at a dear price with slower revenue growth prospects rather than a wonderful company at a fair and reasonable price with faster revenue growth prospects. Yes the price paid mattered to WB and CM then. It's not just about Quality alone or even Quality and Growth alone. It's that proverbial 3 legged stool: Quality+Growth+Value.
WB loves cash producing companies - its why he's held AXP and Coke all these years. Apple is the best cash producing machine out there right now - they might not be worth buying right now, but the best thing he probably loves about Apple is when it does hit a buy level, its something they can buy $100B of and not worry about hitting 10% of the company. Then later if they need to raise cash when its at a high multiple, Apple has the trade volume to unload billions without affecting the share price too much. There's not many places they can put lots of money to work at above treasury returns. Apple's still one of them.
When i was 16 i was already telling the other kids that warren buffet was on my payroll
Great video. Great analysis. Thank you 🙌🏾
Excellent video and advice from investment and life champions, thanks~
Warren buffet was vicious about Bitcoin 😢
I hope that the view of not ridiculing others doesnt mean that the tiktok investment segment is over 😅
If he is an emotional investor, he already bought apple in 2006 😂
He does use Options. mostly naked puts
The market and the Fed consistently underestimate the sticky nature of inflation. The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $400k worth of stocks?
Even though there will probably be more pain in the future, investors should look for stocks like Royal Philips NV and Alstom SA that have been sufficiently battered down to be a bargain or get a great portfolio manage.
@@Aziz__0 That's why I'm creating more income streams that I have complete control over. These will take me places that my day job never could. The earlier you start investing your money and putting it to work, the more time compound interest has to work its magic on your portfolio. This is how I'm going to achieve early retirement and it's possible for everyone. Understand, know the path needed and stay committed to the craft.
@@viewfromthehighchairr How are we going to accomplish all of that given that the market has been a mess for most of the year? It seems crazy. I keep hearing that the market is trading at a 60% chance of a rally to 75. But isn't it also pricing in a dovish source that is going to pivot relatively quickly?
@@Blitcliffe My advisor "NICOLE DESIREE SIMON" is highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@@viewfromthehighchairr This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
3:40 He also has almost $500 billion in debt.
When is GameStop a good buy under warrenbuffet buying conditions? its currently a profitable 6Bil marketcap with 1.3Bil in cash
They generally don’t count a company that has been profitable for only a few quarters as profitable. It needs a long trend of profitability. GameStop appears to only profitable for this one quarter and the recent quarter is historically their best quarter of the year, every year, because of the holidays. It doesn’t look great. However, people locking up their shares seems like it could be an interesting gamble.
@@FlemetAeton how many quarters til you say its a profitable company, 4? is amazon profitable yet?
The one thing I don't quite agree with is his take on options. He likely is talking about buying options but he as well as I have made a lot of money selling put options on stocks that he would like to get paid to own at a cheaper than current price.
Do the Indexes have to sell there shares to apple? cant they sell them to whom ever?
I own 8 stocks for the long term and that's more than enough! Microsoft, Realty Income, Shell, Caterpillar, Pernod Ricard, Darden Restaurant's, Intercontinental Exchange and Tsingtao Brewery.
I thought about adding a railroad as well but since Caterpillar is very active in the railway business via "Progress Rail" that's enough exposure 👍🏻
Be careful with Realty Income. Their dividends are higher than their earnings. Cuts are coming.
Put the money in QUAL instead.
Hey Joseph, could you sum your portfolio together and show us your aggregate exposures? It seems to me your passive income account + story fund wouldn't be much different from the S&P 500. Love the videos, thanks!
It’s like the S&P 500 if you took out 490 companies and then replaced the top 10 companies with different companies and then weighted those remaining companies by different amounts.
@@JosephCarlsonShow what's your active share in aggregate? I'm genuinely curious. I thought you still have a dividend Etf for another retirement savings account no?
@@magatoote I've posted several comments about my curiosity around his ROTH he used to show. No response.
There's links to his portfolios in the description of all of his videos. He's not hiding it you're just not looking.
@@kylestockton5851 those don't show his holdings, just his target weights for his two portfolios. Also, I'm curious as to his Roth which he used to show, but has since not been shown.
Buffet has been pretty vicious against Bitcoin.
I wonder if tsm was emotional?
Bought and sold right away
Also, when having a TOO much diversified portfolio your return will simply follow the return of the market
Buffet uses options to reduce costs. Obviously you don’t understand Covered Calls and Bull Puts.
I wish I was in Omaha.
I'm glad you admitted yourself, but tiktokers are still fun to pick on.
Good Video. But be more precise when you say options are bad or risky. Buying options to YOLO is gambling for sure. But selling options is not gambling at all. Warren Buffet uses advanced options strategies all the time. He sells puts frequently. I think it would be best not to say repeatedly that if your listeners use options, then they are not following Buffet's advice. Selling options is a great way to generate free cash-flow safely and conservatively.
Munger and Buffett have both achieved an incredible feat with Berkshire. They've turned thousands to billions, and have made a lot of people wealthy in the process. I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.
An obvious way to invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions
I don’t follow buffets advice because he makes decisions with insider knowledge and preferred shares with control in boardrooms. You also don’t know what he buys without a delay. Often, people buy when he is dumping, while they think he is still holding.
You can still follow a lot of his other advice
All in Tesla
Anyone know why Netjets is picketing? They are getting paid $200k per year to sit in a jet….
I use to carry 2 etfs which made up 50% of my portfolio, then around 14 or so individual holdings making up the other 50%. I focused heavily in 8 8 holdings, which make up around 85ish%, I have 3 other holdings rounding out the bunch. I'm more concentrated in better holdings, and instead of meeting or under performing the market, am now ahead of the S&P by around 2%. Doesn't seem like much, but outpacing the S&P while maintaining around a 15% divided growth average, will allow me to compound super quickly over the next 10-15 years.
First person to inform you about Buffets take on Saturday (I think)!
🎉 😂 🤠🚀🌛 .:il
You explore the universe with Spacex, not the world.
I'm the second view
Consumer staples shouldn't trade at higher forward pe due to their growth is typically low. It is very high as investors at this time believes recession is coming and they are going to defensive stocks.
Charlie Munger has also advised that sometimes you should bet more than 100% of your net worth on something if it's the right pitch. They are prudent until it's time to bet the farm
Both Munger and Buffett have practically 100% of their net worth in BRK as well.
Should’ve bought PLTR instead of that lame pool company.
The one time I know that Warren Buffett was vicious to someone it was to Seabury Stanton in Buffett's hostile takeover of Berkshire Hathaway, because Stanton reneged on his purchase price for Buffett's shares by such a small amount that Buffett knew it was an intentional insult. Buffett has also said that the hostile takeover was the greatest mistake of his career, and has cost him billions by now.
So, the one time he was vicious was the time it cost him the most.
Hey Joseph, do you know TPL? Any thought about it? I started a small position on it.
Bad move lol. You should have just got an AutoZone share for that price.
@@Particle_Ghost Why?
yes i can go one day without an iphone, because i have gone all my days without an iphone
On SM, one can be vicious with a Karen.
Funny they don’t want to compete with Elon but they own BYD the Chinese Tesla!
Ya know, context matters.
Can i go 1 day without my iPhone? Ive gone every day of my life without it. Android is superior.
Here is why your portfolio will underperform: Apple, Mastercard: Expensive and subject to disruption; Costco, Texas Roadhose, Vici, S+P, MSFT: very Expensive; Union Pacific: OK i guess; CP: dunno
If you say a company is expensive but you don’t factor in the capital efficiency or growth rate then you’re only getting half the picture. Those companies are growing their free cash flow per share at double the rate of SPY.
@@JosephCarlsonShow U mean that they have done so in the past
Joseph you are correct at some points but I have to disagree with you at some points. We cant have entire population as savers or investors. We need someone consume products, borrow money so we can earn money. Every night, my pray go to those people spending money as well.
I'm really happy that you explained what Buffet meant about Apple buying index fund shares. I didn't understand that when I was watching the event live. Thank you Joseph! Amazing content as always! 🤠🚀🌛 .:il
@JosephCarlsonShow Love your Presentations Buddy!.... Can you please do a show and state to me In YOUR Opinion how should we invest if we are set to Retire in 2 -3 years with 500K investment portfolio. where should it be in to Help protect it as much as possible in the upcoming years of possible volatility. Of Course no certainty however where would you place it so you could sleep at night. can you do a program on that asset allocation for soon to be Retired folks.
By the way why not just give it all to Warren to Manage it???
Dude, he bought fucking Berkshire itself due to being insulted by the offer, Airlines (despite saying tons of shit about that being a terrible business) etc.