Try out the Patreon with a Free trial: www.patreon.com/josephcarlson Patreon includes: 🎥 Over 100 exclusive videos, and new ones every week. 🚀 Full access to Qualtrim.com, the stock analysis website I built from the ground up 📚 Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. 💬 Access to the Joseph Carlson Show private discord community, with 4,500 members
Then, he will ruthlessly compare its quality to other bags of chips, from ingredients used, nutritional facts, texture, down to how user-friendly that particular bag of chips is.
Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
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. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Indeed, many people are making six-figure profits during this downturn, but those who possess in-depth understanding of the market are typically the ones who effectively implement these techniques.
Completely true. I started investing before the pandemic even though I knew nothing about finance, and I ended up making almost $950k that year. Actually, all I was doing was seeking advice from an expert.
How do I become involved with this? I'm excited to take part since I truly want to build a stable financial future. Who is the main inspiration behind your accomplishments?
You might look into any of the many accessible independent advisers. But I've had a terrific working connection with Emily Lois Parker for the past four or so years. If she satisfies your requirements about discretion, you can proceed with her. I'm with her.
I'm grateful for this advice. Finding your coach wasn't too hard. I researched her well before sending her an email. Considering her resume, she appears knowledgeable. Could you please provide me a method to contact you? I have some inquiries.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
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
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
The Costco CEO reminds me of Henry Ford...I wish more could learn the lesson. You don't have to be ruthless, winner-take-all. When employees and customers are treated well, the company thrives, and the shareholder is rewarded.
As someone who runs a 13m/year revenue restaurant location I agree 100%. Take care of the employees who will in turn take care of the guests and the rest will take care of itself. Happy employees = happy customers = repeat guests.
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
Since the crash, I've been in the red. I’m playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, though stocks has been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.
Thats true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
I realized that if you are not Warren Buffett nor someone in the industry it's difficult to make decent return from the stock market, stock picking is an effort in futility particularly at an uncertain time such as this, my portfolio is still significant about $150k but I'm not confident about picking stocks anymore. Are there really no other options for me to gain from the stock market? I'm open to ideas.
It's hard to beat the market as an ordinary investor, you don't have access to information that professionals have. So it's just better if you invest with a professional who knows how things work better.
Picking stocks is a risky thing to do particularly for non-professionals, I learnt that in 2020 when I lost almost everything but I was lucky to switch to using a financial advisor who has better knowledge of the market than I do and I've been returning at least $70k every month, just too bad I didn't learn this earlier on.
Interesting! been thinking about switching to an advisor for a while now, but the fear of losing funds holds me back any help pointing me to who advisor is and how to reach them.
I'm not comfortable making recommendations on the internet, but since her webpage is public accessible, she's Sonya Lee Mitchell, a simple search with her name will suffice.
i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 40% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my advisor Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, TSLA, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…
Glad to see someone being honest about money, lots of people talk about it but no one really gives good advice on the matter, this is really refreshing
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Thanks for the fun breakdown! Though I'm sure the absolute best performers next year will be companies that no one expects, as always. Can't wait to see :)
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40% so do you think these stocks could keep me afloat when this rally ends?
In times of uncertainty, diversification and a deep comprehension of market dynamics are essential. You may benefit too by keeping an eye on the warning and encouraging signals, or you can hire an advisor.
Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.
*Natalie Marie Gentry* is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Great info!! @josephCarlsonShow You think maybe in the future you could do a series of starting a portfolio from the beginning for us newer investors? Thank you sir!!
Thank you. Being a great investor means saying "YES" to investing forcefully, while saying a lot of times "NO" after you decided on your path. These two views can not coexist within many minds. It takes perseverance...
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Claudia Jenkins
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
A lot of folks downplay the role of advlsors 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.
There are a lot of independent advisors you might look into. But i work with Viviana Marisa Coelho and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
U.S. District Judge Edgardo Ramos, who also ordered Milton to pay a $1 million fine and forfeit a property in Utah, said real people were hurt by his actions. “The law does not grant a pass for good intentions,” Ramos said. “It is decidedly the obligation of business executives who are seeking to have the public purchase their stock to speak the truth.” -WSJ
Hi @Joseph Carlson Congratulations on your own venture. Starting your own after just 8 years of experience and building out a successful product is commendable. Wish you all the success.
Yo Joseph been following your helpful channel a long time - do you have any thoughts on the uranium stock sector now that prices have increased so much
FYI, Home Depot is competing with uhaul on the truck rental business for moving. I rent trucks for a day or two at a time about once a month and doing so through Home Depot is cheaper and easier. Haven’t used uhaul in over a year. I think it’s really catching on.
That is a really intriguing avenue for growth. They already have massive locations all over the country, all they would need is to build out their fleet and they'd be ready to go.
Some sound information, I think I am beginning to develop a similar strategy. I have also started to use the key ETFs as well as looking for strong companies with good fundamentals.
Joseph, could you have a look at the uk market? There are some good gems there. I’ve recently taken a position that I plan to hold for at least 20 years on LGEN
My man. The UK is garbage. They have enough political and economic upheavel right now( and probably will continue to have for years to come). If you are a foreign national, you REALLY need to be familiar with your local companies and environment to actually buy something. Joseph cant have an analysis on a company that he simply doesnt know or heard of. Besides, just from taking quick glance, the company had -40% eps growth, ridiculous debt( 6.6 debt to equity ratio), and basically zero growth over the last 5 years. I dont what you see there, other than the dividend and payout ratio which is actually pretty decent
lgen are good if you want a high dividend that will grow about 5-7% a year. but they have no capital growth. They also nearly went bust in the Truss premiership due to LDI s (although the should be reducing exposure to these). Certainly one of the most solid UK insurance companies.
Look at CROX their free cash flow is a lot compared to market cap size. I know you have talked about it and you don’t think it will be around long term or at least not consistent
By Hertz are we referring to the company which bankrupted, got restructured and destroyed the shareholders in 2020? Because I recall having that company at $0.3 and selling it for $3 before the restructure
It would be interesting to look into Franco-Nevada oder Agnico-Eagle instead of Barrick Gold. I do consider these former ones to be superior to Barrick.
about GOLD your 10 years statement is incorrect, they have returned 22% plus dividend with a good cashflow and debt went from 40% to 11% nowadays. Is a solid company and everyone knows that gold is cyclical, this why I'd choose them in a swing trading, the one that I apply to my portfolio. I love your style and the suggestions are always great. Thank you for your hard work.
BRK B may take off some more. I work with BNSF and with the shipping problems overseas with the canals etc. freight is about to skyrocket. Especially intermodal.
I love your videos but I'm a little confused. Why is Chipotle in your didvdend portfolio? CMG doesn't pay a dividend. Did you discuss that in a video? Please keep up with the amazing information and obviously hard work that you put into your channel.
I don't know, Trevor would've left truckers stranded on the road if the angle wasn't still favorable to gravity pulling the truck's wheels forward. That sounds a bit dangerous to me.
I really appreciate the dedication in each video you post. Long term investor's know that the market and economy will recover eventually, and investors should be positioned for such a rebound, I gained $180k from bitcoin of 2021. Before the market crash and now am buying again, adding more at a time. Having a good financial advisor like Michelle Stewart, it will add to your success in the crypto market.
Stewart's expertise in customizing investment portfolios based on changing market conditions and personal risk profiles is exceptional. It's not a one-size-fits-all approach, which is crucial in crypto investing.
I have been seeing so many recommendations about Michelle Stewart, Her strategy must be good for people to talk about her. Does she work for companies as well, I might be able to get her a deal with my board here in Canada .
Interesting insight and perspective. Learning how to invest is the key to success. I enjoyed reading A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger.
I think the stock market will do well in 2024, so I'm thinking of putting $220,000 into stocks for my retirement. Any advice on doing this safely? Also, any important tips for the current financial situation?
If you're new to investing or don't have much time, it's best to get advice from an expert. Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.
Accurate asset allocation is crucial. Some use hedging or defensive assets in their portfolio for market downturns. Seeking financial advice is vital. This approach has kept me financially secure for over five years, with a return on investment of nearly $1 million.
Credits goes to "Carol Vivian Constable” one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Your overview of the MSG thesis completely overlooked the issues it's currently having with NYC. There is a very real possibility that MSG may be forced to move, making way for construction of a new Penn Station. Regardless of the MSG move, they are also going to be forced to spend a ton of money on improvements over the next 5 years. Please tell me you are not completely unaware of this?
Are you going take some profits in some of your winners? Or You plan on just holding and adding on dips. Costco and Intuit seem like they’ve gotten ahead of themselves.
Why does Qualtrim keep showing price-to-earning ratios in dollars? Share price and earnings per share are both measured in dollars. If you divide one by the other, the dollars cancel out.
I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0
Well you can say that but i feel right now everyone should really just take a step back and pause from carrying trading activities truly it isn't worth it.
Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things
I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.
That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders.
Wow I know Camille. Her platform maintains a unique perspective and is very transparent with their investors. Regardless of whether or not she outperforms i will always stay invested as her methods alone with keeping investors in touch with their strategies and outlooks are something that so few managers are capable of and they should follow suit
Hi Joseph, As I know you select companies with a clear durable competitive, monopolistic edge. I wanted to suggest the company HEICO. curious to hear your thoughts on this company, I think it perfectly matches your portfolio and investment style
With so few stocks driving up the latest rally and the majority of "traders" looking to "get rich quick" as the shin comes off those profits, it's time to realize "you'll never go broke taking profits." Buffett is also selling! I'm still uncertain about selling my $200k portfolio, considering its recent significant decline.
Don't sell; avoid trying to time the market and incurring unnecessary taxes. Stay grounded and focus on the long term. Or just seek counsel from a market strategist.
This is why I've entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $880k, generating sufficient dividends for my household's needs.
How much of Alibaba do you really own if you buy the stock on the U.S. stock exchange? Last time I checked, the Chinese government does not allow foreign ownership of companies like Alibaba. The shares being sold in the U.S. are for a holding company registered in the Cayman Islands. You really think your rights as a foreign shareholder will be honored in China when the sh#t hits the fan? I doubt it.
Try out the Patreon with a Free trial: www.patreon.com/josephcarlson
Patreon includes:
🎥 Over 100 exclusive videos, and new ones every week.
🚀 Full access to Qualtrim.com, the stock analysis website I built from the ground up
📚 Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
💬 Access to the Joseph Carlson Show private discord community, with 4,500 members
1 . Allibaba
2 google
3 Barrick Gold
4 Berkshire
5 Bio|NTec
6 Chevron
7 Hertz
8 Madison Square Garden
9 PepsiCo
10 U Haul
legend
Thanks for saving the rest of us the extra typing.
You are a saint
7 months into 2024 and 8 of these have lost money. Hertz is down 80%
Joseph is the type of guy who opens his bag of chips with scissors
😅😅
but is he the kind of guy to eat them with gloves?
Then, he will ruthlessly compare its quality to other bags of chips, from ingredients used, nutritional facts, texture, down to how user-friendly that particular bag of chips is.
My kind of guy!
Such a weird and random comment. 😂
Costco CEO doesn't talk or look like the average CEO - love it!
He doesn't use fancy words like some CEOs.
Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
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. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
My family and I recently sold some houses, and we're now searching for stocks to buy. This should be fun.
Indeed, many people are making six-figure profits during this downturn, but those who possess in-depth understanding of the market are typically the ones who effectively implement these techniques.
Completely true. I started investing before the pandemic even though I knew nothing about finance, and I ended up making almost $950k that year. Actually, all I was doing was seeking advice from an expert.
How do I become involved with this? I'm excited to take part since I truly want to build a stable financial future. Who is the main inspiration behind your accomplishments?
You might look into any of the many accessible independent advisers. But I've had a terrific working connection with Emily Lois Parker for the past four or so years. If she satisfies your requirements about discretion, you can proceed with her. I'm with her.
I'm grateful for this advice. Finding your coach wasn't too hard. I researched her well before sending her an email. Considering her resume, she appears knowledgeable. Could you please provide me a method to contact you? I have some inquiries.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
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
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
The Costco CEO reminds me of Henry Ford...I wish more could learn the lesson. You don't have to be ruthless, winner-take-all. When employees and customers are treated well, the company thrives, and the shareholder is rewarded.
they do a win-win-win business model.
As someone who runs a 13m/year revenue restaurant location I agree 100%. Take care of the employees who will in turn take care of the guests and the rest will take care of itself. Happy employees = happy customers = repeat guests.
What American business used to be. Now it's exactly how Joseph described it after the interview. Sad.
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
Since the crash, I've been in the red. I’m playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, though stocks has been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.
There are actually a lot of ways to make high yields in a crisis, but such trades are best done under the supervision of Financial advisor.
Thats true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
Impressive can you share more info?
Credits to 'Carol Vivian Constable' she has a web presence, so you can simply
I realized that if you are not Warren Buffett nor someone in the industry it's difficult to make decent return from the stock market, stock picking is an effort in futility particularly at an uncertain time such as this, my portfolio is still significant about $150k but I'm not confident about picking stocks anymore. Are there really no other options for me to gain from the stock market? I'm open to ideas.
It's hard to beat the market as an ordinary investor, you don't have access to information that professionals have. So it's just better if you invest with a professional who knows how things work better.
Picking stocks is a risky thing to do particularly for non-professionals, I learnt that in 2020 when I lost almost everything but I was lucky to switch to using a financial advisor who has better knowledge of the market than I do and I've been returning at least $70k every month, just too bad I didn't learn this earlier on.
Interesting! been thinking about switching to an advisor for a while now, but the fear of losing funds holds me back any help pointing me to who advisor is and how to reach them.
I'm not comfortable making recommendations on the internet, but since her webpage is public accessible, she's Sonya Lee Mitchell, a simple search with her name will suffice.
Thanks for this amazing tips I looked her up and was able to book a call session with her, she seems proficient.
i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 40% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my advisor Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, TSLA, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…
I looked up Emily Lois Parker on the internet out of curiosity; she has a strong résumé
impressive! love the strategy
Glad to see someone being honest about money, lots of people talk about it but no one really gives good advice on the matter, this is really refreshing
Did a quick web search, she has a pretty decent bio, I wrote her and I'm waiting on her reply.
Here we go again. Never fails to find a spammer on these videos.
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Leila Simoes Pinto’’ You can easily look her up, she has years of financiaI market experience.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
My guy’s portfolio went from $562,422 to $593,512 in the time it took to watch the entire episode. Way to go man, you’re my inspiration.
*what's the performance of Barron list for other years like 2022, 21, 20,19 etc...*
Thanks for the fun breakdown! Though I'm sure the absolute best performers next year will be companies that no one expects, as always. Can't wait to see :)
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40% so do you think these stocks could keep me afloat when this rally ends?
In times of uncertainty, diversification and a deep comprehension of market dynamics are essential. You may benefit too by keeping an eye on the warning and encouraging signals, or you can hire an advisor.
Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.
I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
*Natalie Marie Gentry* is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Great info!! @josephCarlsonShow You think maybe in the future you could do a series of starting a portfolio from the beginning for us newer investors? Thank you sir!!
Thank you. Being a great investor means saying "YES" to investing forcefully, while saying a lot of times "NO" after you decided on your path. These two views can not coexist within many minds. It takes perseverance...
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Claudia Jenkins
Isn't that the same Claudia Jenkins that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
she's mostly on Telegrams, using the user name.
Jenkins4 💯
Always looking forward to these videos.
12:24 if you like this, rather go with Sixt SE. Family run business in Germany with a much better track record
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
A lot of folks downplay the role of advlsors 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.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
There are a lot of independent advisors you might look into. But i work with Viviana Marisa Coelho and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Love the Madison Garden pick
U.S. District Judge Edgardo Ramos, who also ordered Milton to pay a $1 million fine and forfeit a property in Utah, said real people were hurt by his actions. “The law does not grant a pass for good intentions,” Ramos said. “It is decidedly the obligation of business executives who are seeking to have the public purchase their stock to speak the truth.” -WSJ
Hi @Joseph Carlson
Congratulations on your own venture. Starting your own after just 8 years of experience and building out a successful product is commendable. Wish you all the success.
Appreciate it. It’s been a journey for sure.
Yo Joseph been following your helpful channel a long time - do you have any thoughts on the uranium stock sector now that prices have increased so much
Love these types of videos!
“Cash flow would be good… if it was flipped upside down” 😂😂
@joseph can you please explain why you sold out of Pepsi co last year??
I’m wondering the same thing
FYI, Home Depot is competing with uhaul on the truck rental business for moving. I rent trucks for a day or two at a time about once a month and doing so through Home Depot is cheaper and easier. Haven’t used uhaul in over a year. I think it’s really catching on.
Thanks for the input! :)
That is a really intriguing avenue for growth. They already have massive locations all over the country, all they would need is to build out their fleet and they'd be ready to go.
Same here
Great video per usual Joseph! Keep pumping out the content!
Can you make a video on why Amex is worse than Mastercard. Or why you chose Mastercard?
Hey Joseph how come you hold chipotle if they dont pay dividends?
He thinks they eventually will
He fangirls on Bill Ackman is probably one reason.
He finally came to the realization dividends are irrelevant. Hence his portfolio is no longer focusing on dividends.
@@Coda1850 He changes a lot
Thanks for the value. May I ask what brokerage is that? Cheers
First time watching… just subscribed and I’m excited.. very green investor, love the approach of analyzing popular investing articles.
Some sound information, I think I am beginning to develop a similar strategy.
I have also started to use the key ETFs as well as looking for strong companies with good fundamentals.
You just earned a new subscriber. Excellent content and it seems as if we have very similar strategies and holding periods.
What’s the biggest differences between the basics of what Trevor Milton did with Nikola’s investors and what Google did to us with Gemini.?
Thank you Joe! One of the best of your episodes. Beyond investing, truly.
Joseph, could you have a look at the uk market? There are some good gems there. I’ve recently taken a position that I plan to hold for at least 20 years on LGEN
My man.
The UK is garbage. They have enough political and economic upheavel right now( and probably will continue to have for years to come).
If you are a foreign national, you REALLY need to be familiar with your local companies and environment to actually buy something. Joseph cant have an analysis on a company that he simply doesnt know or heard of.
Besides, just from taking quick glance, the company had -40% eps growth, ridiculous debt( 6.6 debt to equity ratio), and basically zero growth over the last 5 years. I dont what you see there, other than the dividend and payout ratio which is actually pretty decent
lgen are good if you want a high dividend that will grow about 5-7% a year. but they have no capital growth. They also nearly went bust in the Truss premiership due to LDI s (although the should be reducing exposure to these). Certainly one of the most solid UK insurance companies.
Thans for adding timestamps
Great show as usual Joseph!❤
Look at CROX their free cash flow is a lot compared to market cap size. I know you have talked about it and you don’t think it will be around long term or at least not consistent
what do you think about Carvana??
Hey Joseph, what’s your thoughts on LVMH?
Thanks for the videos Joseph 👍
Joseph im new to your channel. What was your starting equity when starting this portfolio?
Check out his first videos
When you talked about Chevron, why didn't you look at the return wtih dividends reinvested?
Not sure, but i don’t think his tool is built to account for that.
Can you do a rate my portfolio video and viewers send in their portfolio for your analysis/rating?
By Hertz are we referring to the company which bankrupted, got restructured and destroyed the shareholders in 2020? Because I recall having that company at $0.3 and selling it for $3 before the restructure
bio-n-tech is a no brainer at a pe ratio under 10. thanks
It would be interesting to look into Franco-Nevada oder Agnico-Eagle instead of Barrick Gold. I do consider these former ones to be superior to Barrick.
about GOLD your 10 years statement is incorrect, they have returned 22% plus dividend with a good cashflow and debt went from 40% to 11% nowadays. Is a solid company and everyone knows that gold is cyclical, this why I'd choose them in a swing trading, the one that I apply to my portfolio. I love your style and the suggestions are always great. Thank you for your hard work.
BRK B may take off some more. I work with BNSF and with the shipping problems overseas with the canals etc. freight is about to skyrocket. Especially intermodal.
Great analysis as always!
I love your videos but I'm a little confused. Why is Chipotle in your didvdend portfolio? CMG doesn't pay a dividend. Did you discuss that in a video? Please keep up with the amazing information and obviously hard work that you put into your channel.
Elizabeth Holmes put people’s lives in danger, it wasn’t just a money fraud.
Yep, that’s a good argument as to why she’s sentenced longer.
I don't know, Trevor would've left truckers stranded on the road if the angle wasn't still favorable to gravity pulling the truck's wheels forward. That sounds a bit dangerous to me.
Wish I discovered costco earlier, now it seems too expensive tbh
Can you do this with Morningstar’s free articles as well?
Great point that BABA is not AMZN. Excellent video.
Great video as always sir 🫡
Can you please make an video about $MIGI Stock?
I really appreciate the dedication in each video you post. Long term investor's know that the market and economy will recover eventually, and investors should be positioned for such a rebound, I gained $180k from bitcoin of 2021. Before the market crash and now am buying again, adding more at a time. Having a good financial advisor like Michelle Stewart, it will add to your success in the crypto market.
Stewart's expertise in customizing investment portfolios based on changing market conditions and personal risk profiles is exceptional. It's not a one-size-fits-all approach, which is crucial in crypto investing.
Isn't that the same Michelle Stewart that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well.
I have been seeing so many recommendations about Michelle Stewart, Her strategy must be good for people to talk about her. Does she work for companies as well, I might be able to get her a deal with my board here in Canada .
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
I'd actually be interested in a uhaul deep dive. Something different that you've never owned and maybe never will.
Joseph is the type of guy who remakes his bed before sleeping to maximise sleep earnings.
I'm fairly certain there is not such thing as "less time for good behaviour" in federal cases.
Good commentary.
For CVX and GOLD you need different investing strategy.
Let me know about the Growth Stocks for 2024 plz.
Excellent video, but your comment section is full of bots advertising fake financial advisors… please take care of these major scammers.
really helpful video
I only like and own Berkshire from the Barron's list.
Interesting insight and perspective. Learning how to invest is the key to success. I enjoyed reading A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger.
I think the stock market will do well in 2024, so I'm thinking of putting $220,000 into stocks for my retirement. Any advice on doing this safely? Also, any important tips for the current financial situation?
If you're new to investing or don't have much time, it's best to get advice from an expert. Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.
Accurate asset allocation is crucial. Some use hedging or defensive assets in their portfolio for market downturns. Seeking financial advice is vital. This approach has kept me financially secure for over five years, with a return on investment of nearly $1 million.
Mind if I ask you to recommend this particular coach you using their service?
Credits goes to "Carol Vivian Constable” one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
He said if if was flipped upside down 😂😂 Joseph is a mess! 😂😂
What’s your real percentage return pa?
Alibaba and Barrick seem like great picks to me. Very undervalued by the markets because of fear
Apple is only not allowed to sell certain type of Apple Watches, not all of them. It’s the new ultra I believe
Your overview of the MSG thesis completely overlooked the issues it's currently having with NYC. There is a very real possibility that MSG may be forced to move, making way for construction of a new Penn Station. Regardless of the MSG move, they are also going to be forced to spend a ton of money on improvements over the next 5 years. Please tell me you are not completely unaware of this?
Wow u have made some serious Gainz sir
Is the portfolio rly focused on income? Why is it called that?
Another great video
It's insane how many bot comments there are on investment videos ayyyyyyy
Rheinmetall, NVidia, Microsoft, Bitcoin Group SE, Corestate Capital
Are you going take some profits in some of your winners? Or You plan on just holding and adding on dips. Costco and Intuit seem like they’ve gotten ahead of themselves.
Trevor Milton, thought were an investing channel? Though is a good point on his sentence. 😮
Joseph Carlson getting so good and comfortable that he even tried to predict the sentence of that dude
Why does Qualtrim keep showing price-to-earning ratios in dollars? Share price and earnings per share are both measured in dollars. If you divide one by the other, the dollars cancel out.
Be nice to have that chipotle right now. Missed that one
I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0
Well you can say that but i feel right now everyone should really just take a step back and pause from carrying trading activities truly it isn't worth it.
Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things
I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.
That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders.
Wow I know Camille. Her platform maintains a unique perspective and is very transparent with their investors. Regardless of whether or not she outperforms i will always stay invested as her methods alone with keeping investors in touch with their strategies and outlooks are something that so few managers are capable of and they should follow suit
Instead of Hertz i own Sixt. Great Expanding Company
You say that Teslas have expensive repair costs. That doesn't seem correct. Aren't EVs much cheaper to maintain than ICE vehicles?
That’s right
Hi Joseph,
As I know you select companies with a clear durable competitive, monopolistic edge. I wanted to suggest the company HEICO. curious to hear your thoughts on this company, I think it perfectly matches your portfolio and investment style
Hoping Costco does a split.
Congrats on all the success with your channel. It's great to see your support for great companies is paying off.
my biggest miss is costco... ugh :(
With so few stocks driving up the latest rally and the majority of "traders" looking to "get rich quick" as the shin comes off those profits, it's time to realize "you'll never go broke taking profits." Buffett is also selling! I'm still uncertain about selling my $200k portfolio, considering its recent significant decline.
Don't sell; avoid trying to time the market and incurring unnecessary taxes. Stay grounded and focus on the long term. Or just seek counsel from a market strategist.
This is why I've entrusted a fiduciary with my investment decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $880k, generating sufficient dividends for my household's needs.
@josephbush Do you mind sharing info on the adviser who assisted you? I have a plummeting portfoIio.
Thanks a lot for this. I really didn't know what to do at this point.
How much of Alibaba do you really own if you buy the stock on the U.S. stock exchange? Last time I checked, the Chinese government does not allow foreign ownership of companies like Alibaba. The shares being sold in the U.S. are for a holding company registered in the Cayman Islands. You really think your rights as a foreign shareholder will be honored in China when the sh#t hits the fan? I doubt it.
I’m buying lots of Costco
I don’t own any COST, and I’m feeling a bit left out. But I cannot bring myself to buy in at the current price.
Be patient, stock prices rise and fall 😂 I’m on the same boat here
Maybe Costco could split their stock 3-1 to lowers its stock price so we can make the purchase.