The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital
Thanks for sharing your experience! I've been managing my portfolio myself, but it's not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Joseph Nick Cahill, is a renowned figure in his field. I recommend researching his name online; you'll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked him up on Google and explored his website; he has an impressive background in investments. I've sent him an email, and I hope to hear back from him soon!
Man, the Fed rate cuts are starting to mess with everything. I mean, they were supposed to help, but now I’m feeling the pinch. My savings of 600k is basically giving me nothing, and the stock market projection is all over the place.
Considering diversification is excellent. Now might be a good time to consult a financial advisor for expert advice and seize opportunities in this volatile market.
Accurate! Asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 9.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
I had a situation similar to yours. I had a Roth 401K that had long met the 5 year rule. In Dec. 2019 I was preparing to retire in Jan. 2020 (over 59 1/2) and chose to transfer this Roth 401K to a Roth IRA with a well known brokerage firm. I was told by my brokerage firm that the 5 year rule would begin anew (I did not have an existing Roth IRA) so eff. 1/1/2024 I will have satisfied this 5 year rule. Additionally, I transferred a traditional 401K to same brokerage firm and have been making annual conversions to a Roth IRA but in a different account as I was advised not to comingle the two distinctly different contribution types.
At 60 years old and newly retired, my external retirement funds total around One million two hundred and fifty thousand dollars.. With no debt and minimal retirement fund allocation relative to my portfolio's value over the last three years.
@RaphaelSafr I recognize the importance of a financial advisor. Neglecting them isn't an option; however, thorough research is vital to find a trustworthy fiduciary advisor.
@@BarbaraPearson55 Sharing is Caring. I started out with *Aaron Morgan Bell* ,great advisor. I got very lucky to have found him especially after my marriage crisis & consider him a good friend now.
convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed SPGI? I have $200k in a HYSA and want to invest. What are the best opportunities now?
I find it more productive and safe to buy growth/blue-chip stocks rather than etfs. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach on web. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes...
@@MaelleShaker The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.
@@FreuleinBey Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* , a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210,000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.
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.
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 $2M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
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 $175k to $450k despite inflation.
_Julianne Iwersen-Niemann_ is the coach that guides me, you probably might have come across her before I found her through a Newsweek report. She's quite known in her field, look her up.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with *Julianne Iwersen-Niemann* for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein..
stocks are overrated now. buy gold , 5% in crypto . rest in cash. and wait for the stock/property/land. price to crash . but them after it stops dropping for 7 - 12 months at the bottom.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
Investment is far better than money saved when you invest your money it works for you and helps you earn more money honestly I'm thinking about investing also but I'm scared of losing my money
Very educative video, It's amazing how the little piece of information can lead to significant financial success. This was exactly what happened to me when I was introduced to Mrs Stephen Laura
I am very young and I am starting in the world of trading, finance, and financial education, and I am looking for people like you to help me, thank you very much indeed!
I do that all the time. I normally take some time towards the end of the year to reevaluate my portfolio, cash out on stock losses, and tax loss harvest. I always seem to take on too many single stocks for me to be able to keep track of, so tax loss harvesting is a good way for me to kick out the loosers and cash out on profits for stocks that I don't have the patience to keep up on.
Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in EFT stocks can be risky
You could consider adding a utility to current holdings - they’ve performed well and I could see this space continuing to benefit with AI and data center growth
SCHD - dividend ETF. Dividend is less than Reality Income but provides a bit more diversification while also doing great in terms of growth lately. O is still iconic though
The only thing is it's not always best to fully restructure your portfolio because you are too busy with other projects. Short-term capital gains tax can be a pain in the a**.
Dalton, T and Vz both paying dividends around 6.5% as well as being very cheap compared to historical prices. Did this go into your analysis at all? Just curious, great video!
I'm an amateur with a portfolio of 370k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any stock suggestions?
It's essentially been scientifically proven that you cannot time the market. You should always invest as much as you can afford as fast as you can afford. For all you know the market is going to keep on a bull run for another two years. Or maybe it crashes tomorrow. It's literally impossible to perdict as both instances have been priced in.
Where do you keep your cash in your account while waiting to DCA? I use BIL currently. XHLF in the past as the expense ratio is cheap, but can’t go wrong with state street and has a solid track record. Ultra short T-Bill ETFs are a safe place to park cash and more fluid to deploy than a lot of other options.
lol I think we’re a bit too early for the tech at the moment, but future renditions could be better. If it wasn’t so weird and bulky it’d be an easier sell haha
Im going to be selling a lot of my stocks to reconstitute my portfolio so i can keep track of them. No more than 15 or 20 on the reconstitution. Mostly dividend growth stocks
@@DaltonLitz hd, avgo, kr, mmm, bmy, dpz, amgn, lly. Thinking about amzn cause they'll probably pay a dividend in time. I'm not selling shares to take profits, if I buy a company, I'm buying into the profits they make and I think thy should distribute a dividend. Not so much to where they can't develop and make more money, which is th whole reason behind dividend growth stocks for me
It's been quite a pump. But you know, with crypto, the big question is always when to take profits. What are your thoughts on that? I've been holding $250k worth of crypto since 2021 and seen it pump n dump
I've been keeping an eye on the charts, and it does look like a major breakout. The real challenge is predicting when this pump will end. Timing the market can be tricky.
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
GM Dalton, been a fan of yours,. I listen to your videos. I restructured my portfolio. I got At&t, splg, aapl, F now i am holding on.SPLG and AAPL my main holders. Now, i've been thinking of doing robinhood roth IRA, that is the brokerage i have been using. What you think on all of this, your feedback would defenitely help.
I love your videos, Asset trading is the best investment one can do right now though stocks are good but ever since I swapped to trading , I've seen so much difference.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Wendy Patricia Trebat
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
Hey there! Just wanted to remind you that it's never too late to start taking your investment journey serious. I remember struggling for years before diving into crypto last year and let me tell you, it completely changed my life so don't lose hope, my friend.
These are very info for anybody who wants to get rich. Unfortunately, most people who will watch this video will not really be able to apply the knowledge embedded in it.we may not want to admit, but as warren buffett once said, investing is like any other profession, it requires a certain level of expertise. Not surprise that some people are losing a lot of money I'm the bear market, while others are making hundreds of thousands in profit. I just don't know how they do it . I've got $150k set aside to put in the market
Understanding personal finance and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend and invest their money. I know someone who made over $350k in this recession-nfluenced market,but to the best of my knowledge, it was through an F.A
I'm an amateur with a portfolio of 370k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any stock suggestions?
Not offering any particular advice, but I can assure you that it's not as hard as many people think it is. Ordinary investors lack the requisite level of diligence, so having a financial advisor on board is usually highly beneficial. In the market, this is how people generate enormous profits.
I agree. There's a lot of potential in the market. My friend introduced me to a financial advisor in 2021, and even though I was skeptical, I went on. I finally was making enough monthly dividend to quit my soulless job and pursue my dream to start a restaurant in New Jersey.
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?
Go sign up for all the updates! Https://www.daltonlitz.com
The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.
I think the market is likely at its best now, but I still believe having a financial advisor is crucial to navigate the market and moderate your risk. Their expertise can really help you make informed decisions
I agree. I've been working with a financial advisor since 2020, and I return up to 15k every month, and I don't even have to lift a finger. Although I also think the reason I make this much is because I started with significant capital
Thanks for sharing your experience! I've been managing my portfolio myself, but it's not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Joseph Nick Cahill, is a renowned figure in his field. I recommend researching his name online; you'll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked him up on Google and explored his website; he has an impressive background in investments. I've sent him an email, and I hope to hear back from him soon!
Man, the Fed rate cuts are starting to mess with everything. I mean, they were supposed to help, but now I’m feeling the pinch. My savings of 600k is basically giving me nothing, and the stock market projection is all over the place.
Considering diversification is excellent. Now might be a good time to consult a financial advisor for expert advice and seize opportunities in this volatile market.
Accurate! Asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 9.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
I had a situation similar to yours. I had a Roth 401K that had long met the 5 year rule. In Dec. 2019 I was preparing to retire in Jan. 2020 (over 59 1/2) and chose to transfer this Roth 401K to a Roth IRA with a well known brokerage firm. I was told by my brokerage firm that the 5 year rule would begin anew (I did not have an existing Roth IRA) so eff. 1/1/2024 I will have satisfied this 5 year rule. Additionally, I transferred a traditional 401K to same brokerage firm and have been making annual conversions to a Roth IRA but in a different account as I was advised not to comingle the two distinctly different contribution types.
At 60 years old and newly retired, my external retirement funds total around One million two hundred and fifty thousand dollars.. With no debt and minimal retirement fund allocation relative to my portfolio's value over the last three years.
@RaphaelSafr
I recognize the importance of a financial advisor. Neglecting them isn't an option; however, thorough research is vital to find a trustworthy fiduciary advisor.
This aligns perfectly with my desire to organize my finances prior to retirement. Could you provide me with access to your advisor?
@@BarbaraPearson55
Sharing is Caring.
I started out with *Aaron Morgan Bell* ,great advisor. I got very lucky to have found him especially after my marriage crisis & consider him a good friend now.
What is Aaron Morgan Bell's company and phone number?
convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed SPGI? I have $200k in a HYSA and want to invest. What are the best opportunities now?
I find it more productive and safe to buy growth/blue-chip stocks rather than etfs. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach on web. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes...
@@MaelleShaker That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well
@@danguRobert My advisor is *MARGARET MOLLI ALVEY*
You can look her up online
@@MaelleShaker The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.
@@FreuleinBey Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* , a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage
*MARGARET MOLLI ALVEY* , lookup with her name online.
Glad you’re back! One of my favorite channels on the tube. 🔥🔥
Means a lot my friend!! Thanks for being a part of the journey 🙌
Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210,000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.
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.
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 $2M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
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 $175k to $450k despite inflation.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
_Julianne Iwersen-Niemann_ is the coach that guides me, you probably might have come across her before I found her through a Newsweek report. She's quite known in her field, look her up.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with *Julianne Iwersen-Niemann* for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein..
stocks are overrated now. buy gold , 5% in crypto . rest in cash. and wait for the stock/property/land.
price to crash . but them after it stops dropping for 7 - 12 months at the bottom.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
Investment is far better than money saved when you invest your money it works for you and helps you earn more money honestly I'm thinking about investing also but I'm scared of losing my money
Very educative video, It's amazing how the little piece of information can lead to significant financial success. This was exactly what happened to me when I was introduced to Mrs Stephen Laura
Stephen Laura is highly recommendable, having confirmed her excellent track record after meeting her at a seminar in London.
I am very young and I am starting in the world of trading, finance, and financial education, and I am looking for people like you to help me, thank you very much indeed!
SHE'S MOSTLY ON TELEGRAMS WITH THE BELOW NAME
mrslaura_fx
👍
I do that all the time. I normally take some time towards the end of the year to reevaluate my portfolio, cash out on stock losses, and tax loss harvest. I always seem to take on too many single stocks for me to be able to keep track of, so tax loss harvesting is a good way for me to kick out the loosers and cash out on profits for stocks that I don't have the patience to keep up on.
Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in EFT stocks can be risky
You are on a roll my man. Pumping out the great videos. 👀👀👀
Back on that grind 💪 love your vids that have been coming out too.
I know nothing about trading/investment and i'm keen on getting started. What are some strategies to get started with?
As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely-known crypto consultant.
TIMOTHY ERIC MEEK.....
Yeah that's right, I think it's right to invest with a professional at least it saves the trauma of too many losses.
Timothy Eric Meek was my hope during the beat summer last year. I did so many mistakes but also learnt so much from them and of course Timothy .
Please how can I reach him?
where can we get a copy of the Portfolio tracker spreadsheet?
I’ll make a vid on this in the future! Trying to work out a few things on it before releasing!
Wow you’ve upgraded your studio looks good!!
Thanks my friend!! Been working hard to upgrade the look! Appreciate the comment.
I really appreciate your channel. 😊
Thank you! Really appreciate the support 🙌
W finance channel
@@jacobm5458W’s only!
Good to see your videos again man fire🔥 I'm aiming to beat the market as well.
Ayy appreciate it boss 🫡
You could consider adding a utility to current holdings - they’ve performed well and I could see this space continuing to benefit with AI and data center growth
SCHD - dividend ETF. Dividend is less than Reality Income but provides a bit more diversification while also doing great in terms of growth lately. O is still iconic though
Yep that’s why I love holding SCHD too!
The only thing is it's not always best to fully restructure your portfolio because you are too busy with other projects. Short-term capital gains tax can be a pain in the a**.
Happy to see youve been getting back into the youtube game! Net worth video?
You read my mind, that’s my next video coming out 👀
Will he keep the ROTH IRA funds forever? Do you guys recommend changing them or just staying in VTI/SHWAB
Hi there, how can I get the excel? Seems like a good template
Dalton, T and Vz both paying dividends around 6.5% as well as being very cheap compared to historical prices. Did this go into your analysis at all? Just curious, great video!
Look at those debt levels, and telecom WILL be disrupted sooner or later imho. I am selling my telecom stocks.
Everyone should be looking at SMH a semiconductor etf and one new rising star SOXQ etf.
I got smh like 2 years ago. It’s gone parabolic lovin it
I'm an amateur with a portfolio of 370k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any stock suggestions?
I sold some rentals and Im DCA'ing it right now. I buy a little more when it dips. 💯 way to go.
40,30,30 SCHD/VOO/VGT
It's essentially been scientifically proven that you cannot time the market. You should always invest as much as you can afford as fast as you can afford. For all you know the market is going to keep on a bull run for another two years. Or maybe it crashes tomorrow. It's literally impossible to perdict as both instances have been priced in.
Is this Roth IRA portfolio still accurate? Are you still only investing in VTI & SCHD? I'm thinking of just sticking with FXAIX and pairing with SCHD.
Been sitting on microsoft for about 2 years now and i tell you what it hasn't failed me.
Where do you keep your cash in your account while waiting to DCA? I use BIL currently. XHLF in the past as the expense ratio is cheap, but can’t go wrong with state street and has a solid track record. Ultra short T-Bill ETFs are a safe place to park cash and more fluid to deploy than a lot of other options.
Don’t sleep on dell technologies, I’ve had a 46 % return since December 2023
I’m a huge Apple advocate as well but the Aplle Vision Pro…bruh…c’mon. Lol. Not sure there is anything there. Or maybe I’m just old. 🤷 😂
lol I think we’re a bit too early for the tech at the moment, but future renditions could be better. If it wasn’t so weird and bulky it’d be an easier sell haha
how can i get the spreadsheet?
No crypto?
Will have an update vid in the future on Crypto!
Im going to be selling a lot of my stocks to reconstitute my portfolio so i can keep track of them. No more than 15 or 20 on the reconstitution. Mostly dividend growth stocks
I feel that! Have you already identified some of the ones you’re looking forward to investing into?
@@DaltonLitz hd, avgo, kr, mmm, bmy, dpz, amgn, lly. Thinking about amzn cause they'll probably pay a dividend in time. I'm not selling shares to take profits, if I buy a company, I'm buying into the profits they make and I think thy should distribute a dividend. Not so much to where they can't develop and make more money, which is th whole reason behind dividend growth stocks for me
It's been quite a pump. But you know, with crypto, the big question is always when to take profits. What are your thoughts on that? I've been holding $250k worth of crypto since 2021 and seen it pump n dump
its not late to consider financial planning, never can tell what the future holds
I've been keeping an eye on the charts, and it does look like a major breakout. The real challenge is predicting when this pump will end. Timing the market can be tricky.
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
think you could suggest any professional/advisors i can get on the phone with?
Vivian Jean Wilhelm is her name. She is regarded as a genius in her area and works for Empower Financial Services
GM Dalton, been a fan of yours,. I listen to your videos. I restructured my portfolio. I got At&t, splg, aapl, F now i am holding on.SPLG and AAPL my main holders. Now, i've been thinking of doing robinhood roth IRA, that is the brokerage i have been using. What you think on all of this, your feedback would defenitely help.
What's with the inspiring background music 😂😂😂
You don’t like being inspired? 😂
I love your videos, Asset trading is the best investment one can do right now though stocks are good but ever since I swapped to trading , I've seen so much difference.
Interesting , how can i connect with a good trader.
*She's mostly on Telegrams.*
*@TABBRAN.*
*She has a verified blue star on profile.*
Ok thanks.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Wendy Patricia Trebat
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
After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
Glory to God shalom.
The very first time we tried, we invested $1000 and after a week, we received $7500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
I didn't hear any Nvidia or Tesla or Google
Nvidia will be the next citi group
Out of those three im more of a fan of Google, almost added it to this portfolio
Hey there! Just wanted to remind you that it's never too late to start taking your investment journey serious. I remember struggling for years before diving into crypto last year and let me tell you, it completely changed my life so don't lose hope, my friend.
I'm very much aware of the great benefits of working with a pro but I haven't found one for myself
Important of investing cannot be overemphasized, that's the only way to gain financial freedom
Crypto and real estate crowdfunding are awesome investment options, it's great you are growing with Timothy Eric Meek
These are very info for anybody who wants to get rich. Unfortunately, most people who will watch this video will not really be able to apply the knowledge embedded in it.we may not want to admit, but as warren buffett once said, investing is like any other profession, it requires a certain level of expertise. Not surprise that some people are losing a lot of money I'm the bear market, while others are making hundreds of thousands in profit. I just don't know how they do it . I've got $150k set aside to put in the market
Understanding personal finance and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend and invest their money. I know someone who made over $350k in this recession-nfluenced market,but to the best of my knowledge, it was through an F.A
Hi Sir
U need a professional TH-cam thumbnail designer.
Let me know please
Thanks.
Music is awful
Noted - felt too distracting? Too loud? All the above?
I’m fast asf boi
Bro this comment was like before I even lifted my finger off the “publish” button 😂
@@DaltonLitzI didn’t even let the ad finish yet
Lol that's your portfolio?
@@myline8952 no that’s all photoshop
GOOGL
Another that I think is a solid buy-in right now!
I'm an amateur with a portfolio of 370k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any stock suggestions?
Not offering any particular advice, but I can assure you that it's not as hard as many people think it is. Ordinary investors lack the requisite level of diligence, so having a financial advisor on board is usually highly beneficial. In the market, this is how people generate enormous profits.
I agree. There's a lot of potential in the market. My friend introduced me to a financial advisor in 2021, and even though I was skeptical, I went on. I finally was making enough monthly dividend to quit my soulless job and pursue my dream to start a restaurant in New Jersey.
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?
"Kristin Amber Landis" is the licensed advisor I use. Just research the name. You’ll find necessary details to work with to set up an appointment.
Thank you for the recommendation. I'll send her an email and I hope I'm able to connect with her.