Just a random question, does it matter if you buy fractional shares compared to whole ones depending how much you intend on investing? As I was wondering will buying smaller result in smaller gains over a long term or does it simply accumulate? Thanks.
You work for a 40yrs to have $1m in your retirement, meanwhile some people are putting just $10k in a bitcion coin for just fe months and now they are multimillionaires thanks to Charlotte Grace Miller
I'm surprised that you just mentioned and recommended Charlotte 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
Hey Mitch Ive got 3 pies one technology based mainly with growth stocks and obviously the big main players. some oil and gases stocks, energy, mining and shipping. And finally just started a REITs pie I was wondering what your thoughts are long term? Thanks mate
I want to ask. Are you afraid that the possible coming war will destroy the stock market and that people who have invested in it will lose their money?? 🤔
Hey - no I’m not concerned at all from an investing perspective, there has been global conflict throughout history and whilst it can certainly affect the stock market, it’s never impacted markets for any prolonged period of time
So I clicked on the link and its giving me a choice between a stocks ISA - Invest tax-free in a zero-commision Stocks ISA and Cash ISA earn 5.2% interest on your savings. I thought they we both combined into one account? Which one do I choose? Also do you know if theres a way to tranfer money from your trust fund? Im turning 18 on Friday and want to transfer my trust fund to an ISA account which I will make on my birthday.
Hey Simon, the cash isa and stocks isa are two separate accounts, but they’re classified as flexible ISAs so you can freely transfer between without effecting your allowance - it is all linked together in the app though so you can see it all in one place. In terms of which one you choose, that’d depend on what you need from the accounts. If you’re looking to invest in stocks, funds etc then the Stocks ISA can do that. Whereas the Cash ISA is just for interest on cash savings, but you can’t invest in assets directly from the cash ISA, you’ll need to transfer to the stocks ISA to do this. In terms of the trust fund I’m not sure on this point, apologies!
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
'Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead, curiously searched her on the web by her full name and spotted her consulting page, no sweat. Just sent her an email, hoping she gets back to me soon..
I leant that Dividend paying companies are typically not going to grow in stock price as much and the overall market. But they do tend to be stable mature companies. I want to invest around 600K for retirement, is this good strategy?
There's nothing wrong with dividend investing in stable companies, but I recommend consulting an expert if you're looking to invest that amount for retirement.
I'm nearing retirement as well and have greatly benefited from working with a financial advisor. Since I didn't start investing early, I knew I couldn't rely on the compound interest from index funds. Interestingly, I've managed to earn more profit than some of my peers who have been investing for years.
This caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t really know how to find one.
*Nicole Anastasia Plumlee* is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
When I use the details provided to deposit funds my bank account says the details can’t be checked. Then it’s warns me saying it’s a potential scam, any help?
Thanks Mitch. May I know usually how long does it taking from transferring money from Cash ISA to Stock ISA in T212, or vice versa? Also, I assume T212 will not charge me anything for this transfer?
I like to have SCHD. 20% of each ROTH IRA Portfolio. Yield: 3.75% 60% SPY. 20% Various Income Funds, PFF, ILTB, TLT.....What are more interesting buys for long term growth? I want to get in with about 300k in cash savings lying waste to inflation
you need a certified financial planner straight up! personally, I invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time
Aileen Gertrude Tippy is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.
Thank you for sharing, I must say, Aileen Gertrude Tippy appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
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.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Lina Dineikiene' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Another banger bro! Im 23 and have about 9.5k invested worth about £10.5k currently. I invest £500 a month into my S&S ISA and £300 into the Cash ISA, and then £200 a month into my LISA. Do you think im doing alright for my age or no?
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 Charlotte Miller.
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'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
Hi Thank you for the video id like to ask a question I’ve been following you since beginning and I see that in a video you say that you get bigger returns because even in bear market you invest or you doubled your investing each month. The other day I watched your monthly investing portfolio video and you say that you hold on some positions and stop putting more money in. Why do you put more money in some stock monthly even if it’s a bear market and why do you hold your position in others? Thank you for taking time explaining
My portfolio is very similar to yours Mitch but I only just started investing a few months back, do you think it will keep rising in the future I’m holding long term and I’ll keep investing each month
Tesla fundamentals are not the best (really bad) over rated and pumped on “what could be” hype. FYI.. Cate Wood is not exactly an example on management and as a massive Tesla shareholder is her “job” to pump it. It is a car company with reduced revenue. That’s all 🤷🏻
Both are the same fund just one pays out its dividends and 1 automatically add them to the investment in the fund i like to receive my dividends in the pie so i have the dist vusa
Could you do a video on what you buy & how often you buy. So do you invest weekly? Monthly? & do you spread out some of your income between all the stocks above? Or buy bulk in amazon one week then the next week buy bulk in a different stock. Cheers
I invest monthly - right now I’m prioritising buying into the S&P500 ETF. When I see good buying opportunities on my individual stock holdings I’ll add more 👌🏼
Thanks again Mitch brilliant video. Do you expect Palantir shares to drop back down in price any time soon? Or would you expect it to told hold over 30?
Last week with the Nikkei was interesting, it wiped a lot off my portfolio but I held and now it's recovered. To be honest though I just see this as one big learning curve and whilst it's nice to see everything going up all the time, you learn way more as it's dropping and recovering. I bought the dip with Nvidia and averaged down for sure. What's the phrase: The markets take the stairs up and the express elevator down 😂
Kinda new to your channel, may i please ask you when did you first started to invest in this portofolio? +75% on Apple is quite impressive... was that 2-3 years ago?
Question about having both Vanguard and 212 platforms. I have a small portfolio in vanguard also and thinking of starting a 212 account for more individual options. Why do you keep the vanguard one and not move it over?
I used the dip to rebalance my portfolio which was too dividend heavy to about 15-20% growth and AI stocks. I’ll always be dividend investor, but now have an AI ETF, GOOGL, some semi conductors and penny stock punts
Mitch, why dont you delete the comments from the bots on your videos. Seem the logical thing to do instwad of letting some lesser people fool for the BS.
@MitchShoesmith I only just slipped in 7 shares with them about a week ago when it went down to 107 ish. I think it still has room to increase even now though! So I want to keep adding to it as and when, just DCA.
