Market declines, soaring inflation, a significant increase in interest rates by the Fed, and rising Treasury yields all point to additional losses for portfolios this quarter. How can I profit from the present market turbulence? I'm still debating whether to sell my $125k ETF/Growth Stock portfolio.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a coach or other professional for advice.
I agree, before the pandemic got real serious, I used to handle all my investment and I was pretty good at it, fast forward to post-pandemic and my-portfolio is steady in the red with profit rate down to the lowest, that's when I touched-base with a coach I saw featured on business-week, who restructured my portfolio and over the last couple months, I've made over $700k from initially $320K
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?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
thank you for this tip , I must say Melissa, appears to be quite knowledgeable. After coming across her online webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
@3:48 very expensive company based on the multiples? A forward P/E of 29 with a current EPS of 118% and a profit margin of 55% is NOT expensive Joseph.
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
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
Watching the Market with detailed logical explanations from my coach has been an incredible experience. It's rare to find someone who explains their thought process while in the Market. Here, we have a true expert who thoroughly explains everything-from managing trades and identifying key confluences to understanding what to look for when in the Market. They also teach how to manage emotions during trading. It's truly remarkable to watch you along side during this times . Your efforts are outstanding, and I am now addicted to this channel's content. It's hard to find such high-quality lessons anywhere else. Thank you Sir, for your invaluable teachings. ... 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 Barclay’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Sandy goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
If the market has taught me anything, it's that it always recovers, but I can't seem to focus on the long run, when major factors like my retirement and my reserve are wreaking havoc on inflation. I require a solid data trajectory and solution as soon as possible.
Like most people, you completely overlooked Palantir. No one bothered to look beyond the “meme” label. In fact, Palantir is one of the only pure AI application plays in the market. No other company is seeing the same ROI on purely AI products without them being a plugin to another legacy product. They’re light years ahead of competitors and practically have none. Digital twins will revolutionize the marketplace. Alexa is an extremely immature iteration of AI and is not the core product. People just have no clue what Palantir is doing and it’s been incredibly lucrative for our investors.
While I often agree with Eisman, I think his position that Trump will take Pennsylvania is an emotional one as I have no doubt he wanted/expected Kamala to pick Shapiro as her VP.
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 Brooke 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 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
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
Just discovered your channel with this video. I already own shares of ARM and PLTR. I'll also add NVDA to my portfolio. But I'd like suggestions on booming AI opportunities to explore that could make solid additions to my 250k portfolio for stable cashflow.
Adding AMD and MSFT are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a fiduciary advisor can help streamline your strategy.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions NVDA, ARM, SCHD, VOO, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
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
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024.,..
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
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.
I am currently a student researcher at a uni in Germany focusing on brain computer interfaces. Apple has patents for miniaturised EEGs incorporated into the airpods themselves, I believe this can be really big in the future. You are definitely right in apple becoming more and more of a healthcare (more like consumer grade health data) company
As an investment enthusiast, I'm intrigued by how top-tier investors manage to become millionaires through their investments. While I have a substantial amount of initial capital, I'm uncertain about the strategies and approaches necessary to achieve returns exceeding $400k, as some have done this season.
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.
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.
Joseph, I think your channel is one of the best investing channels on RU-vid. No nonsense, thoughtful advice on how to invest the right way. Well done, brother! I have a question that's kind of off topic from this video, but I want to ask it anyway. I'm retired, and I have about a third of my portfolio in Apple, Amazon, Tesla and Nvidia. I know, I know, I know. I'm taking a big risk. Sometimes the risk is worth the reward, however, so I guess we will find out... The other two thirds of my portfolio is invested in dividend bearing stocks, ETFs and mutual funds that pay my bills. Here's my question: Should I sell all my individual magnificent seven stocks and buy an equivalent amount of SCHG? I'm thinking this will diversify me a lot more than I currently am, and still provide some of the upside if the individual stocks take off? Again, as a retired guy, I probably shouldn't have a third of my portfolio in the magnificent seven, but I do, so we're just going to have to deal with it... Hook a brother up and let me know what I should do. Jonesing for the answer in Toronto...
My issue with them is that the CapEx is growing and they are investing heavily on AI and infrastructure, so this is bad for the FCF/Share in the short run and might play well for the long run. I was just evaluating today whether to add Google to my intended spread of 150k - 350k on plummeting stocks.
navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position
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 so much for this amazing video! I have a quick question: I have a SafePal wallet with 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?
Canada...was first out of the gate to legalize medical weed....Ton's of cash poured into the economy to establish retail stores as well as Grow op's....Business was great initially...except the lame duck government....did zero----nothing to get rid of the black market that existed prior and still exists today!!!....THE MARKET IMPLODED...millions lost and many dreams and retirement funds are forever gone...So when you talk about Bubbles Bursting....our Canadian Government are experts!!!
I use AI tools every day, it works and improves my efficiency by 20% in general. But it still has a long way to go and developing them is too expensive.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
the fact remains that 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.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Melissa Terri Swayne turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
I appreciate this. After curiously searching her name on google and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
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. --
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. 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.
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
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?.
Thank you for boiling down this content for me. I've been going back through your time line after watching a recent video and have learnt alot as I build a foundational understanding of investing. I like your approach as I strive to do better than simple ETF investing.
There is an equal market chance associated with each crash or collapse. I have seen people accumulate up to $1 million during a crisis, and even make it work in a strong economy if they are prepared and well-informed. Without a doubt, the bubble/collapse is making someone wealthy.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Carol Vivian Constable is the licensed advisor I use. Just research the name online. You'd find necessary details to work with and set up an appointment.
Thank you for the lead. I just searched Carol by her full name and easily spotted her profile, no sweat. I have sent her an email, hoping she gets back to me soon.
The Capex spend is a NECESSITY for all the big players. The big technology waves have always changed the playing field. From the PC era, Internet era, Mobile era, now into the AI era. It's very early so the stakes are unknown, but for the big tech giants (cloud hyperscalers) if YOU don't spend on GPUs while your competitors do, that's a big strategic risk to take. To stay behind while the others chase new AI datacenter capability and breakthroughs, that's not wise. History has proven that each tech wave can leave behind previous leaders or those in strong positions behind. The hyperscalers are building all this AI datacenter capability and using it themselves. They are not selling spare capacity to smaller players. It's an existential risk to allow your competitor to get to AGI first, even if that is just a slight possibility. The spending is driven by fear, fear of being left behind or finding out that your business model has just been made obsolete. (Blackberry when Apple launched the iPhone type moment).
Joseph posits "It can't go on forever." Nobody said it will. We're in an infrastructure building phase for the next economy. That doesn't make it ill-advised. Valuations for this phase are high, but these hyperscalers will thereby stay relevant for the next 50 years. I wouldn't invest in any company that is NOT investing now in its future.
Agree💯, JoeyCar! This is AI bubble territory.. As such, I sold off a nice chunk of my Nvdia position at around 120 (post-split) for realized profits. I've been around this computer industry for pretty much all my adult life. Beginning as a Computer Science/Engineering student in the Silicon Valley, I've learned from some real good industry professors. So for me and what I've been taught about the business is -- Software drives Hardware, not the other way around! Since ChatGPT (trained on Nvidia GPUs) came to the public forefront, I knew the software was revolutionary and it was the catalyst to drive the market for Nvidia Hardware, which came to fruition. Few years out from then, new game-changing AI software is coming into question. In turn, the growth of Nvidia is very speculative at this point. So you gotta ask, what's your margin of safety? Right now, NVDA is down to my 4th largest holding behind MSFT, RDFN, OXY. I'm somewhat of Warren Buffet type investor, and see the same things he sees. You have to capitalize on your edge/advantage or in other words -- circle of competence: 1. OXY is run by great management with leadership who is just as capable as Buffet himself or Buffet's own sister. 2. RDFN CEO Glen Kelman is a leader I once worked under at an internet startup many moons ago. He has the software business acumen and experience, plus he's the smartest CEO I've been around. RDFN stock is up over 73% since I've purchased it earlier this year. 3. MSFT is also a very well-managed software company. They missed the boat during the mobile revolution and won't make the same mistake for the AI revolution. They were the first to absorb OpenAI (ChatGPT) and have a long-term plan.
Just say you have no idea what you are talking about and leave it at that. If you lived throught he 90s, you know that ain't a bubble. It is however, market manuplation.
