The Joseph Carlson Show is a series about growing wealth through purchasing stocks. We discuss breaking investment news, commentary on current events, answer community questions, and show the progress of a 6 figure portfolio be built into a million-dollar portfolio.
Hi @JosephCarlsonShow I really like your channel and agree with your investment philosophy about investing in dividend growers and compounders. Your returns are really impressive and i am studying as much of your videos as possible to try and learn. One question i came up with that I cant quite figure out is your Costco position. At 10:18 of the video, you show that you have a 398% gain for a $44,546 return. That dollar gain on a current value of $79,484 would only indicate a 56% return... I don't understand the math..? Am I missing something?
Your one of those guys who get caught up in the growing dividend trap.... It doesn't matter if they grow the dividend if its not even 1%. YOu might as well put your money into tbills or high interrest rate savings account. You are throwing money away. You are speculating dividend will grow forever and the business will grow forever. VAriable change always kicks in. I remember a guy invested in walgreens years ago this was before walgreens stopped growingn said it woudl grow forever and he gets that nice yield. Heard same thing about oil industry. Sooner or later variable change kicks in and they crash. That is when I buy stocks is after a crash. Adn the dividend spikes. Ya they can cut it but if they don't like cvx did for me i get a l ot of capital gains with the dividend to reinvest. I just bought walgreens today. I always buy when people say they are worthless. Thats perfect time to buy. Your buying with no margin of safety cause a correction will come and when it does it gets hit hard and the dividend gets cut. Like disney everyone said oh why don't you have that in your portfolio you missed out. Then dividend cut, stock crashed and rip. Intel just happen to them. The truth is there is no safe way to invest. But you always buy companies on a crash and thats it. Or keep buying stocks that pay out less then 3% and lose to inflation. Have fun with that. If you are focused on dividend investing you should be focusing on one thing and that passive income from companies that wont bankrupt for next decade. Or just don't even bother with dividend investing.
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2023.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
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 some money in value stocks and digital asset, i accrued over $80K in dividends last year
“Rebecca Nassar Dunne” has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
My financial advisor has been a game-changer, providing clarity and boosting my confidence in navigating finance. With their help, I've achieved my goals faster than I imagined. Highly recommend!
My CFA NICOLE ANASTASIA PLUMLEE 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..
Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
Most of your stocks have been with you for awhile, so listeners can't go out and buy any at those prices. Could you make some videos, doing the step by step vetting so we can find our own compounders? I thought I heard you once talk about a watchlist in case you're looking for another investment. Love your videos!! Thnx!⅚
I’ve got a couple good ETFs in my portfolio and I’m up 47%. I’m also well positioned with good blue chip companies and A.I stocks. I will buy $200K worth of Plantir soon. Some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years with at least $ 2m.
You're right! Compound interest is powerful, but many people underestimate it or lack patience. An investment advisor can also be of help., speaking from experience
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?
Safest approach i feel to tackle 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
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
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.
I would think that a major benefit of dividend investing is that calculating portfolio size needed is not relevant. We don't care about the value of the portfolio. We care about the sustainable income it pays. As you invest you can gradually see the income rise as you invest more and pull the retirement trigger when it's high enough regardless of the market sentiment.
By calculating how much additional income the contributions produce and estimating how that income rises. the capital value will fluctuate up and down over time so the amount of income new additions give you varies. so capital value being high with a market yielding 2% is no worse for retirement than the same portfolio at a different timepoints where the capital value is half and so the yield is 4%. so long as the yield is sustainable in real terms the capital value being half does not matter. its the same income stream at a different moment of low market sentiment vs high market sentiment.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Melissa Terri Swayne is the licensed advisor I use. Just research the name on web. You’d find necessary details to work with a correspondence to set up an appointment.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.,
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
Amy Desiree Irish' 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..
I keep losing when I trade even after applying numerous strategies, It’s a bad psychological position to be in. what trading plan do I need to have to make sure I never lose
Feeling unsure about the results? Patience can make a big difference. Holding through until the end of this cycle, possibly around 2030, might help. Historically, crypto tends to dip at the start of a new cycle, and that can be a good time to re-enter and aim for the next peak. I’ve personally seen significant growth in my portfolio using this approach, and I barely trade myself
Building a good portfolio is more complex so I would recommend you seek Dave’s support. This way you can get strategies designed to address your unique long/short-term goals and financial dreams.
Really like your explanation here about capital gains & dividends. Have you come across a portfolio tracking software called Sharesight? It really breaks down all this plus more. I’m sure there’s others like it too. Might be worth checking out.
Most life changing stock selection guide I have ever come across! Easy to follow without complex calculation to evaluate the quality of a company. Thank you for giving this to the world for free! 🙏🏻
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
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
Wow …that dividend payout on your portfolio value is pretty low. Have you adjusted it to be more conservative? I’m earning more than that on half of what you own …granted with slightly more risk
If buffet selling, then Is this a good time to buy stocks? I know everyone is saying stocks are at a discount and all but just how long will It take to recover or am I better off putting my money elsewhere. I need a lot as rent, inflation alone eat up almost all of what I make with dependents and other obligations included. Tbh it's an uncertain year for me.
As they say. Time in the market, not timing the market. Only contribute what you can afford bcos it’s a long term thing. Property & Stocks will dip & peak but they aren't going anywhere anytime soon.
Be extremely attentive as we are entering an unusual market economy. That doesn't mean that you can't unravel opportunities in every sectors, you can but you should be considering rewarding options first. It would be a vast awareness to align under a top performer for easy earning picks. I did the same and it works.
I work with Annette Marie Holt as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.
I’m pretty young and just started my portfolio with around $180K. Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
*Victoria Louisa Saylor* 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..
I really appreciate your efforts! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (air carpet target dish off jeans toilet sweet piano spoil fruit essay). How can I transfer them to Binance?
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
Carol Vivian Constable 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..
In my dividend portfolio I'm looking for a dividend yield greater than inflation and significantly above the best zero risk investment. Yield is what retirees need. The yield is your income when you are not working anymore. Asset growth is only realized when you sell the stock, then what ?
I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. Maybe buy GE? or Tesla? The decision can be confusing sometimes.
Safest approach i feel to tackle 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
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
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.
i always ask the same question, how often do you get rid of comapnies in your portfolio? or do you keep these for life? do you have the same comapnies as when you first started? you helped me alot i just have to know this. keep up the great work
I really believe that you would not like Salesforce if you studied its price pattern. Is not all fundamentals. Sometimes wonderful businesses don’t get investor support no matter its balance sheet. For example, you said that Intuit is “underrated” by retail investors. I actually believe they actively don’t want to invest in it. People vote with dollars.
Joseph I started watching 5 years ago!! Early watcher and learner here. I just crossed 100k in my own portfolio that I named, 'Passive Income' 🫡 much appreciation!!
I appreciate your videos as always. Also not sure magic occurred, but it seems like most if not all the top comments are from humans instead of bots. Nice!
Jospeh, what do you think of dividend growth ETFs like VIG? Isn't it simpler to just buy that and forget it? Really solid performance. Congrats on your portfolio.
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 Katherine Stewart.
Joseph, your channel is immensely valuable. You've taught me a lot and given me and I'm sure so many others hope that financial freedom is attainable. Thank you so much for sharing all of what you are doing with little to no costs to help others walk on the same path. Bless you and wish you and your family many abundances and prosperity.
