I have my interests set on key sectors based on performance and projected growth. i made my first million from my portfolio ranging from the EV sector, renewable energy, Tech and Health alongside coins, and gold. I'm also working on an investment plan that includes NFTs with my FA Olivia Rene Reyes. It's been a year and half of steady growth...i have no doubt investing more.
Impressive!! Also, I did read about Olivia Rene Reyes on the web, I was able to find her webpage and leave a mail. I'm willing to make consultations to improve my portfolio
Great video as ever Sasha! Would be really interesting to see a video on how you value stocks (on excel) similar to what you have done in previous videos.
I am an income investor. My goal is to increase my income every year. Most of my stocks have developed over the long term. They gradually increased in value, and they have returned dividends year over year. That is my focus, and it has worked well. I am not into growth companies except in the short term. For those I usually sell short term covered calls to again create income.
This is exactly right. I have my longs and short term equities and treat them as distinct entities. Money moves and we have to adapt to how certain markets respond. If you understand why certain things are happening you are better informed to know when to drop out or jump in - or stay in. I was long on mrna and sold when earnings missed because I knew that's what the rest would do even though NOTHING changed fundamentally. gotta play psychological aspects of it all. Spot on re: TSLA. People who have no exit plan are nutz
Same objectives, sure, to get the highest possible return, but I’d argue there are a vast more amount of long term value investors than traders.. take a look at some of the worlds most wealthiest individuals and go figure, they fall under the investment category. From there, they are typically in it for the longer hall and invested into high quality growth plays.. Buffett says it best with his buying a farm analogy in that you wouldn’t buy a farm to sell it by next week… but you buy a farm to grow crops, for maybe even generations of wealth.. magic is in the formula: patience + consistency = wealth!
For me, the question remains to be that unless you have an idea of what that price should be, you can't make an informed decision on when to sell, and I still don't have a relatively simple way to calculate that. If anyone has a template that they'd be willing to share, I'd be very grateful!
Thanks for this. I was struggling recently after I sold a few stocks that went up 50-100% within 1-3 months (eg. Upstart, Atlassian, Nvidia) as they went up a lot more after I sold them. On one hand, they would balance my portfolio nicely against the losers, on the other hand they might have dropped back down and would've missed my chance to sell at a good price. I realised that there's no straight way of playing this game. You have to make a plan beforehand and stick with it. Otherwise you'll find yourself going in "what if" circles.
Excellent advise! Do your research. Develop a plan including buy and sell price targets. Keep your eye on the ball, frequently re-evaluating your plan as new information comes in. Stick to the plan and buy or sell when your targets are reached....
I bought 200 shares in Lucid (bought at $19.40), soon as I hit just over 100% profit I sold half..... I have faith Lucid will do great things, but its still better knowing now I am doing it relatively risk free and can invest my stake again else where..
I'm the worst investor out there, but every time I've sold something it has shot up. So now I have decided to never sell anything. And... they all went down. I'll figure it out one day.
Nice analysis, thanks. Personally I would sell TSLA @$5k before 2026, and @$10k prior to 2030. Not because there is no further upside, but because I could comfortably retire with intergenerational wealth. There would be little point in risking anything more.
Why not leave the money invested and just take profits every month to fund a comfortable lifestyle? If the money is sitting in the bank it will surely just be losing value?
What about dividends? Holding a stock for the dividend. Agree with growth stocks having an exit strategy makes sense otherwise you never know when to sell. Tesla to $3k, who's left to buy?!
Very informative video Sasha, soaking up all the knowledge I can. I’m only investing on a smaller scale right now as a beginner, these tips are great to ensure I can make profits & not become one of those who holds on just that little bit too long.
Very Good points Sasha about long term investing (fan club - outstanding). However, I would rather invest 'Long Term' (i.e. Long enough to get my price point for selling) than do 'Day Trading' - dude I don't have the time. I don't see LT investing as a 'Never Sell' concept, there must be some due diligence before you invest and an exit strategy for gains and losses. It's the game we must play. Great stuff dude...keep Krankin!
Disclaimer and then counterargument: First, everyone should learn how and do their own company valuations. However, I think my own long-term-holder mentality is: 1) valuations are imprecise, 2) the market won't price at the correct valuation anyway, even if one could determine that value precisely, 3) I can't predict when the market will change its mind about what an appropriate multiple is, 4) if I try to duck-in-duck-out of a company stock over time, I'll probably blow it (hey, I'm not saying YOU can't do this successfully!), and 5) I can make money and minimize cognitive load by identifying and holding great companies with long growth runs ahead of them (and save on taxes too!). This is an argument of degrees, of course. I'll sell if I lose confidence that a company will grow into its current market cap.
Absolutely loved your videos this week. So much information, needed to take notes. Yes we are investing (........term) , but also took some profit today. Also waiting to buy the dip.
Excellent video Sasha! You nailed it with the "different flavours of the same game" comment. A good one I've heard and think of often is "We’re all playing a different game on the same field." People need to remember that there is information relevant to 'day traders' that's not relevant to so called 'long term investors' in any way. “Personal Finance is much more personal than it is Finance". There really is no one right answer as to what you should do with your money. 👌
My issue, as a relatively new investor is that I can perhaps find companies that seem to be a good value based on my target price calculation, but then I wonder - I'm pretty inexperienced, I must be missing something that the broader market has factored in. How do I gain confidence other than time and back-testing?
"You only make money when you sell" - that is a very wrong statement, sr. Dividends are the answer for that. I think that you forgot to compare companies of value versus companies of growth. J&J is a company of value, they own a very large portion of the market. You will not see their shares skyrocketing. But you will receive dividends and feel secure to hold their shares for a long time because we know (by many factors) that they won't break. Tesla is very different. They are a growth company, they will not give you dividends because they re-invest the profit. But, one day, they will not be able to sell cars as much as they do. So they will give dividends. The real secret is: build a portfolio that has both types of companies so you can gain value from both. One day, they should all give you dividends and you won't need to sell any shares.
Ok Sasha I am investing mostly for my future retirement (30-40 years). I invest mostly in companies which I follow and S&P 500 Other thing is I keep money in stock market because it is better than keeping money in bank account where inflation eats. I know there is a risk that my money will go down and up but in long term based on data it will go keep.
In that case, you're better off keeping your money in the stock market. Depends on your investing strategy, if you're a passive inverstor i.e putting money into a few growth stocks or ETF's for the long term then you might as well keep it there. Like you said it will most likely beat inflation that way whilst also most likely growing. It's not guaranteed to grow but lets be honest the stock market only goes up in the long term
Very true, if Tesla goas up to £3k, I would sell way before e.g. £2.5-2.7k as everyone else is aiming for that magical number and the price would drop quite quickly!
Best video, people always tell me active funds suck and I should long term invest in index funds. My goal is to not to live when I am 70. I will when I feel I have made enough gains or something about my active finds has changed sell and pocket the profits
I like this take. I let the stock determine how long I hold it for. I may like something long term but if it doubles in a week or month you better believe I’m swing trading out of at least part of that position.
That’s a very calculative move . I was just thinking that one should look at their investment only after certain time but maybe the amount estimates may not be there or same amount is earned before
Good advice, I’ve only once had what I considered a ‘nice’ exit I either end up selling wayyyy to early early or hold with no exit price and hence no profit.
Would you suggest it's the same with index funds? I personally don't see myself selling my indexes any time soon, at that point I'm betting the entire market grows.
I'm not a fan of long term investing (5 to 10 yrs) I'm in the stock market to earn a profit... meaning I will sell when I've hit my target price then re-evaluate to buy back in.
I just invest in a world ETF and a world momentum ETF and hope for the best for the next 15 or so years. Stock picking looks fun (which is why I follow a few stock-picking RU-vidrs) but also somewhat time consuming and very easy to fail at.
If you began investing in Apple when it became public, and you did not need the money from profits, at which point in time was the best time to sell your shares?
Love it. I always say, nobody ever made a penny buying stocks. You make your money SELLING them. Say that in an AMC video and watch the attacks on you. "Shill", "paper hands" etc.
Hi Sasha, so what happens beyond that point you've sold and taken your returns? Do you buy back in at a lower price, or put your money into other assets/stocks?
that's what I want to know too. I bought a company for long term. Price has gone up 100%.it's a good growth company that most Analysts forecasted it will grow even further. Really dont know how to determine the target price, Any template /rules for that would b nice to have.
10:19, You are so right. "Don't be greedy". If you keep waiting and never sell then you will meet "the crash" that makes you want to sell. :) Well, guess what? -78% (minus) on your account and you want to sell it. :)
Nobody should just do the same as someone else. I sold because the share price got to my target price and I redeployed my money - something I would do every single time regardless of which company it is. 👍
I invested about $400k some years back into ETFs, some bluechip and individual stocks which makes me about $20k monthly ROI still the best way to build up if you can afford that much
You’re amazing. You explained the strategy I use in crypto. What is the strategy you talk about called? Meaning long term investor with specific buying and selling date (I follow the 4-year cycle). With crypto there is a great advantage which is missing to stocks: you can know when to buy low and sell high according to the 4-year cycle.
I sold Lucid during their bull run. Just felt it still has too many hurdles. I've sold tesla 3 times. I regret selling as I could have made alot more holding although I've doubled my money every trade.
It depend how much money you invest. If I plan to invest £500 in a single company and let says I'm lucky to find a good one from few checked. The time I would spend in evaluation and knowing those companies will cost me more that the profit I may get from few hundred invested. How much money you need to have on side to worth investing years in education and research to eventually multiply those?
Well I think the main point of the video was something different - I wasn't advocating that people wait a few years until they are educated to invest. The main point really was for people not to get married to stocks and not to join a fan club, but always be looking to improve their understanding and always be looking to optimise their portfolio.
I think Sasha has nailed it again - investment decisions have to be made on an ice-cold rational basis. That being said, I have my own quirky set of ethical considerations as regards what I’d get into in the first place: while I’d have no qualms about investing in baccy, booze or guns, I would VERY loath to invest in anything connected to gambling, for example. (That says something about me, maybe?😁)
Oh but when you sell you will have to pay taxes! But you trade so often you will pay higher taxes! And all those returns you got selling off all those spikes and rebuying make so much taxes!. This is the crap I hear!. So you know, don't work! Because you will pay taxes! And if you are so concerned about investing taxes have an IRA, trade all you want! Can no one understand this ? Love your video, so true! Lots got rewarded for dumb investing in 2020
I remember you talked about what will happen to those that has fractional share liner example if someone holds 5.3 shares and if stock split happens by1:10 stock, what we’ll have outcome ? Remember you mentioned .3 value will be credited to our account but what about the rest5 shares? They credit or they split it automatically and reflect in our account holdings ? Please talk this example as world says Tesla share split can happen n do we sell????
@@SashaYanshin Cool, thanks for your reply. Still, there's always gotta be room for others. 😝 Since you're reading these things at the moment, I might as well mention my admiration for your command of English, which is obviously not your mother tongue. I'm not sure one in a hundred people native to North America has attained the same sort of mastery.
I bought Quantumscape at $15 with a 3 year price target of $45. I sold out at $55 2 months later. I might buy back in, but maybe never. BTW, my exit price for Tesla is $10,000
The thing with Tesla is some of us see it as a way to support a certain objective to make the world transition to sustainable energies faster and see how far Elon can get with his missions. It is very nice getting a good return on the money but it’s not the only goal.
