Slight correction at 9:35 "If the company grows at 20% annually and in 10 years sells for 25x free cash flow, we can expect the *INTRINSIC VALUE* (AKA the current market cap that we'd deem to be 'fair') to be around $1.5T."
@@NewMoneyTH-cam TH-cam automatically moderates in a very over zealous manner and yet they don’t filter all of these scams out. It’s quite ironic really. I’ve had an 89.84% return on my ISA and 86.78% on my SIPP in 23 months, you have been a part of helping me build knowledge. Thanks for that, I haven’t used a course but might do one day. I only started learning about investing in August 2022, started investing September 2022
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I hope I make profits.
You are right. The best approach I feel is to diversify investments- by spreading investments across different asset classes like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
@@mariaguerrero08Mind if I ask you to point at how to reach this particular person assisting you? Seems you've figured it all out unlike the rest of us.
*Izella Annette Anderson* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
Inflation is gradually going to become part of us and due to that in fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire
Can I try this? I need one to review my portfolio but anyone who is fee-based is hard to find and usually have a hea workbad. Would you be comfortable sharing a recommendation if it's not too much problem
My CFA Kevin S Mikan a renowned figure in his line of work. I recommend researching his credentials further... He has many years of experience and is a valuable resource for anyone looking to navigate the financia market.
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.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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 most importantly consider financial advisory for informed buying and selling decisions.
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.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Inflation has already happened, a lowering is just having it go up in price more slowly (GPD is effected). Credit card debt sky high, mortgage rates up, everyone I know is light on work (mostly construction). We're screwed. best advice get out of debt, Make regular investments be debt free and financially stable
Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
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.
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
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Purchasing stocks may appear simple, but selecting the proper stock without a tried-and-true strategy may be challenging. I have been trying to increase my $310,000 portfolio for a long time, but the biggest barrier is that I don't have a clear entrance and exit plan. Any advice on this matter would be greatly valued.
The methods are challenging for the average person. They are typically carried out successfully by experts with a high level of ability and expertise in such trades.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
'Laurelyn Gross Pohlmeier' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
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.
It's ridiculous for people who aren't making money from it. My portfolio is up like $300k this year so far. My wife still gives me shit that I don't have a "real job" whilst she works 12 hours a day for $3k a month. I'm never telling her. But I make sure we enjoy the money together haha
Marissa Lynn Babula is the licensed coach I use. Just research the name. You'll find necessary details to work with a correspondence to set up an appointment. There are others too if you look hard enough.
Putting well-earned money into the stock market can't be over emphasised for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services. Considering her résumé, she appears competent.
Making an investment might appear simple, but identifying the best stock without a tried-and-true strategy might be difficult. My $210K portfolio has been growing over time, but the biggest barrier is the lack of defined entry and exit strategies. Any advice in this area would be greatly appreciated.
Investing in different kinds of assets can mitigate risk more effectively than placing all of your capital in one. See a financial professional if you don't comprehend finances well enough.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
'Laurelyn Gross Pohlmeier' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
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.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Svetlana Sarkisian Chowdhury is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
Doesn't mean you wouldn't rather have something that isn't overpriced if the option was available. A stock with a P/E of 8 that's reinvesting 50% of its FCF in an industry you see doing well over the next 10 years, is a way better buy than something that has a P/E of 140
Gold is no standard for valuing a fiat currency - just look at its history, it's all over the place. Better are things like food and commodities. Things that are actually required for the world to function, not gold. The main reason gold has risen recently is buying from China. China's government has been building its reserve, possible to prepare for a conflict and the public because there's not much else to invest in for ordinary Chinese citizens.
Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over. This is for stock holders.
Unfortunately, most people don't get this, the majority is after chasing tops/bottoms where they fail & get out of the game. Therefore, in the current bear market, we should pay more attention to the risk rate of the market. We must control the risk to a minimum and improve earnings. It is best not to blindly enter the market.
You can't really know the full risk rate except you are a professional. Reason I settled for advisory and guide from a stock. Never been the same again with my holdings
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
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?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
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.
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.
My CFA Rachel Sarah Parrish a renowned figure in her line of work. 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.
The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Holding quality is more important than valuation long term in my opinion. I rather buy the S&P500 and hold it for decades over holding ARKK with bankrupt companies and no moat. Since 2017, S&P500 return 100% while ARKK returned -10%
Agreed. Value investing is gambling. Investing in quality and making a decent return is investing. Now of course that changes if you're one of these guys like Warren Buffet with a deep understanding of how businesses operate and can see a winner without *much* risk, but that's not everyone.
Have a dual strategy. Dollar cost average into index funds and never sell them until well into retirement. Buy individual stocks when markets crash or get cheap. Hold stocks for at least 6 years unless you made a mistake. Don't buy and sell frequently. Pile up cash when markets are too optimistic and overvalued. Wash and repeat.
To be fair, the example of missing out the best 10 days is not a realistic scenario. It would mean you decided to sell everything the day before the best day, and then rebuy everything the day after. Not only is that unrealistic, the chance of that happening on exactly the 10 best days in the last 20 years is about 8*10^-31%. I agree that time in the market is better than timing it, but better examples can be used.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
5:07 this is why everyone is losing money. If you try to predict silly things you will lose money. It is muxh easier to react in changes than trying to predict unpredictable things.
Yep, exactly. I develop ai tech. I predicted nvidia to drop back then. AMD, Nvidia's competitor, were growing faster than nvidia and more open, perfect for AI. On top of that they don't make NPUs, important chips for AI. The reason nvidia went up is fairly random. Same with tesla. Same as gamestop. Fundamentals aren't directly correlated to prices right now in tech, stories are. Edit: Also, nvidia's price rise happened after consumer gpt interest, completely unrelated to actual AI development. It rose literally because of 1 website.
@@HeyJD123I think nvidias growth is definitely related to ai development. It just wasn’t common knowledge. It’s like saying the guys building light bulbs before they were popular did not become successful because of consumer interest in light bulbs. It’s not random.
If we were living in a era of higher PE ratios that would have translated globally, not just in US markets. The US market being overvalued in par with exUS markers being undervalued since 2009 while the Dollar soared 35% against foreign currency is not a coincidence, at some point something is going to revert.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Can’t lie the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out. Thanks for sharing
I've read Peter Lynch's books and I seem to remember there was at least one time where he just couldn't find anything attractive and had a lot of money parked in short term government bonds.
Short term bonds being more valuable than long term bonds has always been a big indicator of coming recession. There’s a reason that’s the case. The big dawgs who see the writing on the wall before retail investors.
he also said to keep cost/debt down i owe wmt and ko for last 20 years with so much dividends i purchase nividia stock it paid off!! good luck cash reserve is ok for short time
I look at smaller markets like in the Nordic countries, the valuation of many of those companies are outrages in how cheap they are, I'm talking about quality big companies. If you can and haven't done so, check outside the US market.
The crazy thing is, here in Australia, I have seen mining shares earning a 17.7% dividend, 13.5% is NORMAL and I hear Americans nearly pooping their pants over 7% dividends! The mining industry here sometimes boots it COMPLETELY OUT of the park. But you gotta know your commodities prices and pick incoming recessions to stock up for the next boom. It's like we ride off EVERY country that has a boom as it's becoming a developed nation.
Everything in the European stock market is cheap and everyone in Europe is buying real estate and U.S. tech stocks lol .. There are basically no value investors out there because people like stories more than basic math
It's overvalued because it has never been easier for people to buy stocks and most retail investors buy index funds. People from all over the WORLD now buy stocks with a click of a button and the US is 60% of the world index so that indirectly and artifically pumps up P/E. Just DCA into the market and thank me in 10 years.
I work in artificial intelligence AI and I have a master's degree in computer science and a PhD but 2 years ago I saw that the price of Nvidia was already 200 times earnings and consumer GPU sales were down 45% and Nvidia depends almost 100% on TSMC for manufacturing and AMD instinct GPUs had more HBM memory and bandwidth than the Nvidia H100 chips and also use TSMC so it seemed logical that TSMC would go over 1trillion USD valuation, not NVIDIA and now NVIDIA has found a flaw in their next generation design causing a delay but USA stock markets don't care about competition or reality, only a good story and momentum like meme stocks do. I never bought NVIDIA because I knew too much about NVIDIA and too little about "Animal Spirits"!
@nottelling41 If everything that is making NVIDIA profits now comes from a fab/factory Taiwan then one might consider the possibility of a China blockade of Taiwan and its effects - the T in TSMC is Taiwan and almost all their production comes from that little island so do not put all your eggs into that risky basket or assume that Nvidia will never have any competition - even small startups like Etched are 10 times more efficient that Nvidia already and Softbank just bought the British AI vintage company Graphcore hoping to repeat the profits that Softbank made with British ARM after carefully listing a minority of the shares on the USA over-valued markets.
Respectfully I think you still have an approach that I’m right and the market is wrong which is not beneficial long term. Nvidias story is about demand and margin. The cap ex flooding into them from the most valuable companies the world has ever known is the story.
@@ThatBoi1995 It appears that Microsoft are not using their own NPU chips much for training and not using many AMD, Cerebras, Graphcore, Grayskull, Qualcomm, Huawei, etc NPU chips either so over 40% of Nvidia H100 orders came just from one company: Microsoft and HBM supplies are sometimes limiting and all the chips are made by TSMC in one small multiply threatened island just off the coast of China - so scary ! Taiwan has exciting geology, climate and a big obnoxious neighbour.
doesn't that mean that the market has been overvalued for all this time and we should be paying more attention because it's been going on for a while now? I feel like the market can move slow for a while and then move really fast once something unexpected happens
I have a home made value metric that I apply to my stocks and once any stock exceeds it, the stock gets put on hold until it's value improves and the money gets invested into other stocks. Nothing ever gets sold, it just gets put into hold.
I think that the stock market is a very different place now than it was even 10 to 15 years ago. Turning over stones to find ignored or under valued stocks is much easier now given the use of search algorithms. AI has, and will continue to, revolutionize investing making it much harder to find undervalued companies. Also the increasing numbers of ETFs, driven by investor demand, and the fact that it much easier now for individual investor's to participate through various platforms, has increased the demand for stocks and driven PE ratios higher. Given the relatively low interest rate environment, higher PE ratios are likely here to stay, at least for a while.
You're speaking right of my heart. I'm currently a bit paralyised and I just bought a company a few months ago even when I knew it is an expensive deal, just because I have fear of missing out (which as you said is quite understandable). But I think I found out for myself, when markets are expensive and there are no opportunities, I still should invest in a diversified index fund to still continue investing and put some extra cash on the side, so that I can heavily invest when the market is cheap/cheaper.
Guys need I say this: the S&P is NOT the only stock market. Many other national indices are far more reasonably priced, and that’s where all my monthly excess money goes at the moment.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Katherine Storch for helping me achieve this.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
When I first started investing the S&P was struggling to break $2,000, and despite this being completely arbitrary, the pundits were everywhere saying there was no way it could happen. The cynic in me says this isn't just about fear-mongering being profitable, it's market manipulation to try to fool the retail investors into letting the big guys get in there cheaper.
I sit in cash for years at times. I have missed 30 percent gains some years and I have missed 50 percent losses other years. Right now the stock market is too risky to be in.
@Mactakun Well that's assuming you actually make money investing so you've outsmarted market by calculating future scenarios and picked assets that will only go up which isn't the case for most. Average Joe can't predict next week let alone years to come and don't have the time for that. Average Joe is better off keeping cash and not gambling it. Or just hold gold for inflation hedge. Once you've made some stupid bets and all traders do, you'll regret for not having used that cash to just enjoy life like taking a vacation. Absolutely nothing wrong being in cash but the markets are guilting you not to participate, because everyone is eager to take your money. Better cash than broke if you don't know how to trade and have no ideas of your own and don't know how to invest into the cycles at the right time.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
To obtain financial freedom, one must either be a business owner, an investor or both, generating passive income particularly on a weekly or monthly basis. That’s the key to living financially stable...
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
Shiller PE is high because it takes into account the 10 year average of profits. In case of soaring profits, the shiller PE is high, but this does not mean shares are expensive. Shares are valued for future profits, not those of the past….
You can do everything right and still lose because either 1) the market knows something you don't or 2) the market is acting irrationally longer than you're willing to stare at a loss.
Vanguard VTI. You can count on a net 9% with a reasonable standard deviation of 15 to 17%. Start early, be consistent and the miracle of compound growth will take over. Use time as the real basis of growth...it takes about 5 years.
I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery
US dollar is Over valued, Markets are Over valued. Big companies buying the assets, which in-turn making houses are Over values. A correction needs to be done.
Can you do one on why you would even want to invest in small/mid cap companies/ETFs when all the growth has been in the S&P500 in recent years? I.e., years in which a 100% US large cap portfolio would have completely missed all the growth in small cap or emerging markets etc. Thanks!
Monish Pabrai has been selling his holdings in India the only market which is more highly rated (in the words of terry smith) is India benchmark index is at 22 Fwd PE
This video was so good. Fantastic production values, packed with information reinforced with multiple visual queues. There must be a whole team working to produce this content. Great work all of you!
This is one of those videos that I trully get it. I mean, I"m new to the stock market and been doing my research for the last months and I started to see these patterns and couldn't really tell if I was understanding it correctly or if It was my begginer brain just trying to find something that doesn't exist. But this video came in at a perfect time to help me with my reasoning about these types of stocks and companies. Thank you! really good analysis.
It's always a honor to have you as a mentor I learn a lot watching your videos and it has encouraged me especially in making decisions Investing in the financial market that currently changed my life forever.
No doubt!! Anna Contreras is highly responsive and always follows up to make sure my needs and questions were meet. We were saving for a deposit to allow us to move into a new home, and it was successful.
bought the dip on intel, bought the dip on Crowdstrike, diversified in IT companies (I am an IT pro) and my portfolio outperforms the market every day, from 20% to 40%.
Just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, l'm really just confused at this point.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
I read on CNBC about someone who is netting $20k a month himself from just his tradings in the market, which is from capital he had amassed long ago. That is incredible. How do people do that?
Retail investing has exploded in the past 10 years because of technology and demand for stocks is higher than ever in history. So why are we expecting things to be the same forever?
Alright, I've got $21k chilling in my emergency fund and I'm ready to dip my toes into investing. But where's the magic button to turn that into a million?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
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
The last time I invested in a stock that did extremely well was during Covid when I invested in Moderna & Zoom and I am so sad that I missed out on Nvidia. I have $360,000 in cash and am looking for new sectors to invest in for the next five years. Any suggestions?
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good pick.
Many people minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, I needed a significant push to keep my firm solvent. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Jessica Lee Horst' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
thanks for the video NM. Though I think you should consider that the S&P500 is far from being diversified and its performence has been almost exclusively driven by the Mag7. If you exlude those from the index, the PE ratio collapses to 18x approx, closer to its historical average and not really overpriced
But unfortunately the mag 7 is a big component of both sp500 and nasdaq, and most people invest into index funds bought into these companies, so they should still be worried
With almost all large cap stocks trading a high PE ratios right now I think it’s a good idea to look at smaller companies as you can find a lot more companies with decent growth rate trading at a PE ratio of 10
I just started investing in May and very quickly realized that the market was overvalued and that we were headed into a recession with no rate cuts in sight. For the time being I am invested in undervalued defensive dividend stocks that have a solid upside and healthy dividend. Certainly not a get rich quick scheme but at least I will be steadily growing my net worth while others are watching theirs dwindle. When the Fed is done cutting rates and the economy perks up a bit, then I will revisit these overvalued stocks to see where they end up. I suspect the next 12-18 months will be a downward trend.
Nice video as always. It is true that the market trades at ridiculous prices. Still the market is full of opportunities for those willing to turn more and more rocks to discover a single gem 💎
I believe the upward trend of the S&P PE ratio has been caused by all the money printing since 2008, that has been causing devaluing of the US dollar. This devaluing/debasement has been resulting in asset prices rising tremendously. This includes the PE ratio of the S&P and real estate prices etc. I don’t think we’ll ever go back to the low average PE ratios of 50 years ago. They will need to do even more money printing in the coming years to deal with the large US public debt load too.
I have this dilemma where I've invested in NVDA at $77 per share, made over 65% in my investment but as shown in the video today's valuation just seems SOOO hard to justify. I really don't know if I should sell and take the profit. And then look into more undervalued stocks...
National Korean banks are great...6-7% dividends and very stable. Hana, Woori, IBK....or even KT&G...a Korean Tobacco company, also giving 7% dividends.
Part of it has to do with the rise in popularity in investing and the creation of so many new derivatives, all this new money coming into the market the prices have to go up
interest rates were kind of different in the 70s & 80s (even 90s), so if rates come down 2% again (that seems to be the bet), then we are below historical average and higher multiples seem reasonable then there is the hard-/soft-dollar change since the end of bretton woods along with that goes changes in inflation calculation methods, so hard to compare (maybe real inflation is higher since there needs to be no gold backing the dollar)
Sorry, but the Indian market is not cheap. It is one of the over-valued Market. The Indian market has beat most developed markets. Compared to the earnings of Our top Corporates, even on a Forward Basis it is not cheap.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Slight correction at 9:35 "If the company grows at 20% annually and in 10 years sells for 25x free cash flow, we can expect the *INTRINSIC VALUE* (AKA the current market cap that we'd deem to be 'fair') to be around $1.5T."
If I buy the New Money's course will i be rich?
@@ghosthdel3098 no. You have to do something with it!
Please do something about all of the scams in your comment sections.
@@Daniel_o_rI’m trying my best. It’s impossible to stop them all
@@NewMoneyTH-cam TH-cam automatically moderates in a very over zealous manner and yet they don’t filter all of these scams out. It’s quite ironic really. I’ve had an 89.84% return on my ISA and 86.78% on my SIPP in 23 months, you have been a part of helping me build knowledge. Thanks for that, I haven’t used a course but might do one day. I only started learning about investing in August 2022, started investing September 2022
One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I hope I make profits.
You are right. The best approach I feel is to diversify investments- by spreading investments across different asset classes like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.
@@mariaguerrero08Mind if I ask you to point at how to reach this particular person assisting you? Seems you've figured it all out unlike the rest of us.
*Izella Annette Anderson* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
Inflation is gradually going to become part of us and due to that in fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire
Can I try this? I need one to review my portfolio but anyone who is fee-based is hard to find and usually have a hea workbad. Would you be comfortable sharing a recommendation if it's not too much problem
My CFA Kevin S Mikan a renowned figure in his line of work. I recommend researching his credentials further... He has many years of experience and is a valuable resource for anyone looking to navigate the financia market.
I just curiously searched him up, and I have sent him an email. I hope he gets back to me soon. Thank you
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.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Mind if I ask you to recommend this particular coach you using their service?
*KAREN* *MARIE* *GENDRON* maintains an online presence. Just make a simple search for her name online.
Thanks for the info, i found her website and sent a message hopefully she replies soon.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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 most importantly consider financial advisory for informed buying and selling decisions.
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.
Glad to have stumbled on this conversation. Please can you leave the info of your lnvestment advlsor here? I'm in dire need for one.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Inflation has already happened, a lowering is just having it go up in price more slowly (GPD is effected). Credit card debt sky high, mortgage rates up, everyone I know is light on work (mostly construction). We're screwed. best advice get out of debt, Make regular investments be debt free and financially stable
Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
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.
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
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Purchasing stocks may appear simple, but selecting the proper stock without a tried-and-true strategy may be challenging. I have been trying to increase my $310,000 portfolio for a long time, but the biggest barrier is that I don't have a clear entrance and exit plan. Any advice on this matter would be greatly valued.
The methods are challenging for the average person. They are typically carried out successfully by experts with a high level of ability and expertise in such trades.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
That makes perfect sense; you seem to have a better understanding of the market than we do. The coach is who?
'Laurelyn Gross Pohlmeier' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon. Thanks
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
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.
It's ridiculous for people who aren't making money from it. My portfolio is up like $300k this year so far. My wife still gives me shit that I don't have a "real job" whilst she works 12 hours a day for $3k a month. I'm never telling her. But I make sure we enjoy the money together haha
Haha I'm sure women hide a lot of their income too. You trade or you have been holding all this while?
No, neither actually. I work with a financial adviosr. Figured that is the best way since I'm not a pro.
Wow, that's impressive. Been wanting to make the switch too. Any chance you could recommend who you work with?
Marissa Lynn Babula is the licensed coach I use. Just research the name. You'll find necessary details to work with a correspondence to set up an appointment. There are others too if you look hard enough.
@@NormanGhaliFuckin bots
Putting well-earned money into the stock market can't be over emphasised for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
She's known as “Rebecca Nassar Dunne”. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services. Considering her résumé, she appears competent.
Making an investment might appear simple, but identifying the best stock without a tried-and-true strategy might be difficult. My $210K portfolio has been growing over time, but the biggest barrier is the lack of defined entry and exit strategies. Any advice in this area would be greatly appreciated.
Investing in different kinds of assets can mitigate risk more effectively than placing all of your capital in one. See a financial professional if you don't comprehend finances well enough.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
You seem to comprehend the market better than we do, so that makes great sense. Who is the coach?
'Laurelyn Gross Pohlmeier' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon. Thanks
Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
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.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Svetlana Sarkisian Chowdhury is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
Yah they said the market was overvauled 10 years ago too... imagine if u never got into the market back then
Really 🥺
Doesn't mean you wouldn't rather have something that isn't overpriced if the option was available. A stock with a P/E of 8 that's reinvesting 50% of its FCF in an industry you see doing well over the next 10 years, is a way better buy than something that has a P/E of 140
It's balloon popping time
@@ninakoresounds like your sidelined
The inventor of the atomic bomb justifying its value to the world based on global stockpile volumes
You’re not wrong, but you’re so so wrong
Just look at the price of gold. The stock market isnt overvalued, your money is losing value.
Your argument would hold better if the P/E ratio was in a normal range
@@kristerrs this
Gold is no standard for valuing a fiat currency - just look at its history, it's all over the place.
Better are things like food and commodities. Things that are actually required for the world to function, not gold.
The main reason gold has risen recently is buying from China. China's government has been building its reserve, possible to prepare for a conflict and the public because there's not much else to invest in for ordinary Chinese citizens.
@@kristerrs the inflation is limited to assets and has not trickled down to goods
Pro tip: buy low, sell high.
Pro tip : they all fail to do so
Ohhhh now I get, I was doing the opposite before that explains a lot now
Problem is, low never comes anymore
Easier said than done.
wow , no one knew that bud
Jesus the number of bots is insane.
I’m trying my best!
Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over. This is for stock holders.
Unfortunately, most people don't get this, the majority is after chasing tops/bottoms where they fail & get out of the game. Therefore, in the current bear market, we should pay more attention to the risk rate of the market. We must control the risk to a minimum and improve earnings. It is best not to blindly enter the market.
You can't really know the full risk rate except you are a professional. Reason I settled for advisory and guide from a stock. Never been the same again with my holdings
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Her name is REBECCA NASSAR DUNNE . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
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?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
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.
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.
My CFA Rachel Sarah Parrish a renowned figure in her line of work. 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.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Sandy Barclays program is widely available online..
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Sandy gave me the autonomy I need to learn at my own pace and ask questions when I need to she’s so accommodating.
Since 2017 it's overvalued and made like 100 percent since then
100% seems good until you look at bitcoin.
@@Andrew-ig5sp Since 2019 bitcoin is up about 500%, but nvda is up over 3000%(!) since 2019.
@@ronie6773 imagine the coming crash...it wil be like 1929
Always cash out some. Don't ride it 100% yolo.
Yes , could be like 10 or 20 years from now @leonboot9312
Holding quality is more important than valuation long term in my opinion. I rather buy the S&P500 and hold it for decades over holding ARKK with bankrupt companies and no moat. Since 2017, S&P500 return 100% while ARKK returned -10%
Agreed. Value investing is gambling. Investing in quality and making a decent return is investing. Now of course that changes if you're one of these guys like Warren Buffet with a deep understanding of how businesses operate and can see a winner without *much* risk, but that's not everyone.
You’re describing speculation vs investment.
Have a dual strategy. Dollar cost average into index funds and never sell them until well into retirement. Buy individual stocks when markets crash or get cheap. Hold stocks for at least 6 years unless you made a mistake. Don't buy and sell frequently. Pile up cash when markets are too optimistic and overvalued. Wash and repeat.
To be fair, the example of missing out the best 10 days is not a realistic scenario. It would mean you decided to sell everything the day before the best day, and then rebuy everything the day after. Not only is that unrealistic, the chance of that happening on exactly the 10 best days in the last 20 years is about 8*10^-31%. I agree that time in the market is better than timing it, but better examples can be used.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
5:07 this is why everyone is losing money. If you try to predict silly things you will lose money. It is muxh easier to react in changes than trying to predict unpredictable things.
Yep, exactly. I develop ai tech. I predicted nvidia to drop back then.
AMD, Nvidia's competitor, were growing faster than nvidia and more open, perfect for AI. On top of that they don't make NPUs, important chips for AI. The reason nvidia went up is fairly random. Same with tesla. Same as gamestop. Fundamentals aren't directly correlated to prices right now in tech, stories are.
Edit: Also, nvidia's price rise happened after consumer gpt interest, completely unrelated to actual AI development. It rose literally because of 1 website.
@@HeyJD123I think nvidias growth is definitely related to ai development. It just wasn’t common knowledge. It’s like saying the guys building light bulbs before they were popular did not become successful because of consumer interest in light bulbs. It’s not random.
If we were living in a era of higher PE ratios that would have translated globally, not just in US markets.
The US market being overvalued in par with exUS markers being undervalued since 2009 while the Dollar soared 35% against foreign currency is not a coincidence, at some point something is going to revert.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Mind if I ask you to recommend this particular coach you using their service?
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Can’t lie the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out. Thanks for sharing
I've read Peter Lynch's books and I seem to remember there was at least one time where he just couldn't find anything attractive and had a lot of money parked in short term government bonds.
Short term bonds being more valuable than long term bonds has always been a big indicator of coming recession. There’s a reason that’s the case. The big dawgs who see the writing on the wall before retail investors.
he also said to keep cost/debt down i owe wmt and ko for last 20 years with so much dividends i purchase nividia stock it paid off!! good luck cash reserve is ok for short time
I look at smaller markets like in the Nordic countries, the valuation of many of those companies are outrages in how cheap they are, I'm talking about quality big companies. If you can and haven't done so, check outside the US market.
The crazy thing is, here in Australia, I have seen mining shares earning a 17.7% dividend, 13.5% is NORMAL and I hear Americans nearly pooping their pants over 7% dividends! The mining industry here sometimes boots it COMPLETELY OUT of the park. But you gotta know your commodities prices and pick incoming recessions to stock up for the next boom. It's like we ride off EVERY country that has a boom as it's becoming a developed nation.
Everything in the European stock market is cheap and everyone in Europe is buying real estate and U.S. tech stocks lol ..
There are basically no value investors out there because people like stories more than basic math
It's overvalued because it has never been easier for people to buy stocks and most retail investors buy index funds. People from all over the WORLD now buy stocks with a click of a button and the US is 60% of the world index so that indirectly and artifically pumps up P/E.
Just DCA into the market and thank me in 10 years.
If stocks are chronically overpriced then that means there's something fundamentally wrong with the economy.
Printing money warps everything.
Market vs. Economy. Not necessarily the same thing
Peter Lynch... GOAT. 'nuff said.
of course someone name Shiller would be into Finance lol
hahahaha, I've never thought of his name like that. That's hilarious!
People with last names related to money are literally 50 times more likely to be in finance. It's called nominative determinism.
I work in artificial intelligence AI and I have a master's degree in computer science and a PhD but 2 years ago I saw that the price of Nvidia was already 200 times earnings and consumer GPU sales were down 45% and Nvidia depends almost 100% on TSMC for manufacturing and AMD instinct GPUs had more HBM memory and bandwidth than the Nvidia H100 chips and also use TSMC so it seemed logical that TSMC would go over 1trillion USD valuation, not NVIDIA and now NVIDIA has found a flaw in their next generation design causing a delay but USA stock markets don't care about competition or reality, only a good story and momentum like meme stocks do. I never bought NVIDIA because I knew too much about NVIDIA and too little about "Animal Spirits"!
@nottelling41 If everything that is making NVIDIA profits now comes from a fab/factory Taiwan then one might consider the possibility of a China blockade of Taiwan and its effects - the T in TSMC is Taiwan and almost all their production comes from that little island so do not put all your eggs into that risky basket or assume that Nvidia will never have any competition - even small startups like Etched are 10 times more efficient that Nvidia already and Softbank just bought the British AI vintage company Graphcore hoping to repeat the profits that Softbank made with British ARM after carefully listing a minority of the shares on the USA over-valued markets.
Respectfully I think you still have an approach that I’m right and the market is wrong which is not beneficial long term. Nvidias story is about demand and margin. The cap ex flooding into them from the most valuable companies the world has ever known is the story.
@@ThatBoi1995 It appears that Microsoft are not using their own NPU chips much for training and not using many AMD, Cerebras, Graphcore, Grayskull, Qualcomm, Huawei, etc NPU chips either so over 40% of Nvidia H100 orders came just from one company: Microsoft and HBM supplies are sometimes limiting and all the chips are made by TSMC in one small multiply threatened island just off the coast of China - so scary ! Taiwan has exciting geology, climate and a big obnoxious neighbour.
Peter Lynch really is a value investor. Paying only $5 to know the future lol
Hahaha, classic!
You’ve been saying this for the last 5 years.
doesn't that mean that the market has been overvalued for all this time and we should be paying more attention because it's been going on for a while now? I feel like the market can move slow for a while and then move really fast once something unexpected happens
I have a home made value metric that I apply to my stocks and once any stock exceeds it, the stock gets put on hold until it's value improves and the money gets invested into other stocks. Nothing ever gets sold, it just gets put into hold.
I think that the stock market is a very different place now than it was even 10 to 15 years ago. Turning over stones to find ignored or under valued stocks is much easier now given the use of search algorithms. AI has, and will continue to, revolutionize investing making it much harder to find undervalued companies. Also the increasing numbers of ETFs, driven by investor demand, and the fact that it much easier now for individual investor's to participate through various platforms, has increased the demand for stocks and driven PE ratios higher. Given the relatively low interest rate environment, higher PE ratios are likely here to stay, at least for a while.
You're speaking right of my heart. I'm currently a bit paralyised and I just bought a company a few months ago even when I knew it is an expensive deal, just because I have fear of missing out (which as you said is quite understandable). But I think I found out for myself, when markets are expensive and there are no opportunities, I still should invest in a diversified index fund to still continue investing and put some extra cash on the side, so that I can heavily invest when the market is cheap/cheaper.
Guys need I say this: the S&P is NOT the only stock market. Many other national indices are far more reasonably priced, and that’s where all my monthly excess money goes at the moment.
Good point. And you can still go with the S&P but go with an equal-weighted option that more reasonably priced too
Nasdaq is a little better
I red this: " Many other national indices"..care to share plz
IWM
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Katherine Storch for helping me achieve this.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
You trade with Katherine Storch too? Wow that woman has been a blessing to me and my family.
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'm a market analyst at an energy trading firm, love your content brother. Keep up the good fight
Cheniere energy is the right investment, right?
When I first started investing the S&P was struggling to break $2,000, and despite this being completely arbitrary, the pundits were everywhere saying there was no way it could happen. The cynic in me says this isn't just about fear-mongering being profitable, it's market manipulation to try to fool the retail investors into letting the big guys get in there cheaper.
For the average investor , stick to broad market ETFs with low costs and easy to manage
Boost income with dome REITs and Infrastructure
Keep it easy.
Seeing an Nvidia valuation was fantastic, man. Especially along with clips of Peter Lynch.
I sit in cash for years at times. I have missed 30 percent gains some years and I have missed 50 percent losses other years. Right now the stock market is too risky to be in.
You’re losing money on inflation every year.
Dude park money somewhere. Inflation is killing you.
Just dollar cost average in
you can have 50% in stocks and rest in cash waiting for a dip
K see ya!
@Mactakun Well that's assuming you actually make money investing so you've outsmarted market by calculating future scenarios and picked assets that will only go up which isn't the case for most. Average Joe can't predict next week let alone years to come and don't have the time for that. Average Joe is better off keeping cash and not gambling it. Or just hold gold for inflation hedge. Once you've made some stupid bets and all traders do, you'll regret for not having used that cash to just enjoy life like taking a vacation.
Absolutely nothing wrong being in cash but the markets are guilting you not to participate, because everyone is eager to take your money.
Better cash than broke if you don't know how to trade and have no ideas of your own and don't know how to invest into the cycles at the right time.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
Could you possibly recommend a CFA you've consulted with?
I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you
To obtain financial freedom, one must either be a business owner, an investor or both, generating passive income particularly on a weekly or monthly basis. That’s the key to living financially stable...
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
imagine investing in Btcoin earlier.... You could have been a multi millionaire precently
@@ramadhanipongela1360 You are right. Been thinking of going into gold and cyptocurrency
Assets that can make you rich
*FX
*Btcoin
*Stocks
*Gold
*Real estate
You’re right but a lot of people remain poor due to ignorance
Shiller PE is high because it takes into account the 10 year average of profits. In case of soaring profits, the shiller PE is high, but this does not mean shares are expensive. Shares are valued for future profits, not those of the past….
You can do everything right and still lose because either 1) the market knows something you don't or 2) the market is acting irrationally longer than you're willing to stare at a loss.
Vanguard VTI. You can count on a net 9% with a reasonable standard deviation of 15 to 17%. Start early, be consistent and the miracle of compound growth will take over.
Use time as the real basis of growth...it takes about 5 years.
I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery
Love your channel ♥️ The production and editing is on another level.
US dollar is Over valued, Markets are Over valued.
Big companies buying the assets, which in-turn making houses are Over values. A correction needs to be done.
Can you do one on why you would even want to invest in small/mid cap companies/ETFs when all the growth has been in the S&P500 in recent years? I.e., years in which a 100% US large cap portfolio would have completely missed all the growth in small cap or emerging markets etc. Thanks!
Something something past results future performance
I hedge my bets, part of my portfolio is a dollar cost averaging system I to Index’s, and part of it is a focused value investing operation.
Monish Pabrai has been selling his holdings in India the only market which is more highly rated (in the words of terry smith) is India benchmark index is at 22 Fwd PE
This video was so good. Fantastic production values, packed with information reinforced with multiple visual queues. There must be a whole team working to produce this content. Great work all of you!
This is one of those videos that I trully get it. I mean, I"m new to the stock market and been doing my research for the last months and I started to see these patterns and couldn't really tell if I was understanding it correctly or if It was my begginer brain just trying to find something that doesn't exist. But this video came in at a perfect time to help me with my reasoning about these types of stocks and companies. Thank you! really good analysis.
Great video watch the entirety of it
You've tested out TH-cam's new 10x speed option 🤣
It's always a honor to have you as a mentor I learn a lot watching your videos and it has encouraged me especially in making decisions Investing in the financial market that currently changed my life forever.
Good 👍
Wow that's incredible! It's truly inspiring to hear how mentorship and your dedication have led to such remarkable financial success.
No doubt!! Anna Contreras is highly responsive and always follows up to make sure my needs and questions were meet. We were saving for a deposit to allow us to move into a new home, and it was successful.
This is not the first time i am hearing of this woman and her exploration trading world but i have no idea on how to reach her?
"She's mostly on the telegams with her ID Below"
bought the dip on intel, bought the dip on Crowdstrike, diversified in IT companies (I am an IT pro) and my portfolio outperforms the market every day, from 20% to 40%.
Its not overvalued the dollar is losing value.
Interesting perspective
But then earnings would be growing just as fast so the P/E ratio would be lower
By PE ratio it is overvalued! It does not mater the dollar value
US money supply is growing at a fraction of 1% since 2022 ..
Brandon, can you do a video on your portfolio allocations?
I think He said he will never do that because of the regulation in Australia
@@Davide1709 ah ok, thanks
BTI is my largest position, Burry is smart🙂
Dividends 💰
Hit 110k last week, lost over 14k today
Just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, l'm really just confused at this point.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
Heard someone mention a couple making around $120,000 during the recent Bitcoin pump. How're they doing it?
I read on CNBC about someone who is netting $20k a month himself from just his tradings in the market, which is from capital he had amassed long ago. That is incredible. How do people do that?
You need a pro that is good at navigating the market. Someone like Angela Reinhard
I'm just buying VWCE monthly and just chilling forever.
so good! great advice!
Great book and I love your channel & course.
Overvalued? But the profits are growing the question is how long can the profits grow?
Retail investing has exploded in the past 10 years because of technology and demand for stocks is higher than ever in history. So why are we expecting things to be the same forever?
One of your best videos!
2:00 which Video do you mean?
Alright, I've got $21k chilling in my emergency fund and I'm ready to dip my toes into investing. But where's the magic button to turn that into a million?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
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
India is the only market that is actually more overvalued than the US ... hardly the reason why Mohnish is looking in there.
I’m going the Peter Lynch route, find companies that are under the radar with potential growth, a good story.
The last time I invested in a stock that did extremely well was during Covid when I invested in Moderna & Zoom and I am so sad that I missed out on Nvidia. I have $360,000 in cash and am looking for new sectors to invest in for the next five years. Any suggestions?
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good pick.
Many people minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, I needed a significant push to keep my firm solvent. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Jessica Lee Horst' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
thanks for the video NM. Though I think you should consider that the S&P500 is far from being diversified and its performence has been almost exclusively driven by the Mag7. If you exlude those from the index, the PE ratio collapses to 18x approx, closer to its historical average and not really overpriced
But unfortunately the mag 7 is a big component of both sp500 and nasdaq, and most people invest into index funds bought into these companies, so they should still be worried
With almost all large cap stocks trading a high PE ratios right now I think it’s a good idea to look at smaller companies as you can find a lot more companies with decent growth rate trading at a PE ratio of 10
That’s funny 6:30 I know all of that stuff and I still missed the rally
I love your videos, but the background music is annoying
I just started investing in May and very quickly realized that the market was overvalued and that we were headed into a recession with no rate cuts in sight.
For the time being I am invested in undervalued defensive dividend stocks that have a solid upside and healthy dividend. Certainly not a get rich quick scheme but at least I will be steadily growing my net worth while others are watching theirs dwindle.
When the Fed is done cutting rates and the economy perks up a bit, then I will revisit these overvalued stocks to see where they end up. I suspect the next 12-18 months will be a downward trend.
Nice video as always. It is true that the market trades at ridiculous prices. Still the market is full of opportunities for those willing to turn more and more rocks to discover a single gem 💎
"Be fearful when others are greedy and greedy when others are fearful"
going to tell my wife this when she complains about my "gambling addiction" thanks
@@kyleslocum7723 🤣
I believe the upward trend of the S&P PE ratio has been caused by all the money printing since 2008, that has been causing devaluing of the US dollar. This devaluing/debasement has been resulting in asset prices rising tremendously. This includes the PE ratio of the S&P and real estate prices etc. I don’t think we’ll ever go back to the low average PE ratios of 50 years ago. They will need to do even more money printing in the coming years to deal with the large US public debt load too.
I have this dilemma where I've invested in NVDA at $77 per share, made over 65% in my investment but as shown in the video today's valuation just seems SOOO hard to justify. I really don't know if I should sell and take the profit. And then look into more undervalued stocks...
Great video. Just a minor point, it's Peter not "Peeda"
Gold 1982 - 418 (6.64x), 1996 - 401 (26x), 2024 - 2500 (35x).
How to understand this? 35 : 26 = 1.3, gold 6.2
National Korean banks are great...6-7% dividends and very stable. Hana, Woori, IBK....or even KT&G...a Korean Tobacco company, also giving 7% dividends.
Great video! I got to read Peter Lynch’s book sometime.
Part of it has to do with the rise in popularity in investing and the creation of so many new derivatives, all this new money coming into the market the prices have to go up
Can you make a video about Intel? Is there still any potential there?
With all being said my friend how do see the market performance when the fed start to cut rates
Cheer~~~a regular gathering of people for the purchase and sale of provisions, livestock, and other commodities.😊
That sounds like you should always invest, not just when Shillinger's PE is this high.
And if we adjust it for the increase in the money supply?
interest rates were kind of different in the 70s & 80s (even 90s),
so if rates come down 2% again (that seems to be the bet), then we are below historical average and higher multiples seem reasonable
then there is the hard-/soft-dollar change since the end of bretton woods
along with that goes changes in inflation calculation methods, so hard to compare (maybe real inflation is higher since there needs to be no gold backing the dollar)
Sorry, but the Indian market is not cheap. It is one of the over-valued Market. The Indian market has beat most developed markets. Compared to the earnings of Our top Corporates, even on a Forward Basis it is not cheap.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Are you talking about individual stocks?
Should you sell index EFTs given the bubble?