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Love it. I am invested in these as well. My portfolio is higher than it’s ever been, 2308% gain surfing this AI wave, as well as incorporating new stocks to do well as regards growth over the next few decades.
Mixing in some other assets is how to do it in reality (: Dividends are great but if you’re for growth you might want to keep your eyes on perhaps say $NVDA, $CRWD, $PLTR or $XLK. The semiconductor sector has also been lucrative!
Currently I'm just being smart and frugal with my money, I'm in the green 47% over the last 23 months and l've accumulated over $70K in pure profits from DCA’ing into stocks, ETFs, dividends and futures. However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
I agree, having the right plan is priceless. My portfolio is well-suited for any market and recently doubled since early last year. My CFP and I are aiming for a seven-figure goal, which might take another year to achieve.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
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.
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.
I’m a god of devaluation, I buy it and it goes down! Why I can't make earnings is beyond me. It can be annoying how volatile the market is. How can I ride this fresh wave of all-time highs without getting burned again with $450k set aside to get fully invested this year?
from my study, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 is no exemption, but it is better to be guided, ideally by a well experienced and licensed advisor
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal
She goes by ‘’Amber Dawn Brummit’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Is the stock market actually getting better or is this the regular start of the year market manipulation to entice new investors? I'm currently sitting on an inheritance of $150k and i'm wondering do I invest in stocks or Gold?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
@@Aurierserge50 Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
@@Higuannn Alicia Estela Cabouli is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
@@hullbruce Thank you for sharing, I must say, she 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
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
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.
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.
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 CFP or other professional for advice.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard 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.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Marisa Breton Dollard up and send her a message. You've truly motivated me. God's blessings on you.
My recipe for pure 'income' (hopefully the ETF maintains the NAV in the long-term): SVOL (~15%/yr, alternative index with options overlay) + SPYI (~12%/yr, standard index with CC overlay) + BIZD (~10%/yr, traditional approach).
I have an all exclusive 30 fund ETF portfolio with M1 Finance worth about $4.7 million that’s on both Margin loans and Leveraged ETFs that are being dollar cost averaged into such as TQQQ, UPRO, and TMF. Been working out very well for me. The key is to DCA. Never put a lump sum into leveraged anything. That’s a recipe for disaster!! last weekend My portfolio made it to $60m total, diversifying to real estate.
I can understand people being bearish with these conditions. However, it is not reasonable for most people to sit on the sidelines while your cash position debases by 10% or more per year..What is the best way for me to avoid inflation eating up my cash reserve of about 200k while investing it?
Inflation gives the illusion of growth. Investors should exercise caution with their exposure and exercise caution these period. See a market strategist with experience if you are unable to manage these market conditions
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my portfolio has grown by 25% every quarter since Q3 2020.
@curbalnk 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?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jennifer Leigh Hickman” 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 sharing, I must say, Jennifer 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.
Everyone’s been preaching investing lately as a source of passive income but with a 70 hour weekly jobs and limited knowledge of financial instruments, how can I actually stay on top of things, I see every RU-vid video saying BUY BUY! But when and how do I sell for profit at the right time?
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I am regretting not investing in stocks ever since but still grateful to have some reserve in the money market. With about $200k maturing soon, I plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money for the next 5 years?
I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.
Kept $105k in CIT Bank HYSA at 5.05% but i now plan to invest in the stock market. What are your thoughts on that? What stocks should I look out for as a newbie to safely grow my money?
Apt!! I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.
I regret selling stocks 2021 and my strategy ever since has been pretty much buying Gold and silver to protect my wealth but if I could come up with a way to profit from this bull run, that would be brilliant. I've missed so much already.
I don't comfortably throw recommendations around on the internet, but I've been working with Camille Anne Hector. God ! she's brilliant! I'm sure there are others who are good.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Appreciate that, I'm proud of the fact I continued sharing performance and have never taken down a video. It's going to be fun to look back on the entire journey and have a video log of all the different time periods.
Agreed. His transparency is a big part of why he's my favorite investor on youtube. Really sets him apart from people who delete videos or only show their portfolio when they're up.
Hey Joseph curious if you’ve ever researched:TREX, CPRT, ODFL, MANH, or TTC. I see those management teams repeatedly achieving strong per share equity returns and doing an excellent job reinvesting and compounding those retained earnings. TREX: largest PE recycler in NA, building factory capacity to improve cost comparison to traditional wood alternative. CPRT: Large international/emerging market presence a driver as those economies develop and demand for nee & used vehicles increase. ODFL: LTL demand tailwind continuing as supply chains fragment and onshore post-covid. Cyclical industry but world class operator in trucking space MANH: Supply chain software gaining market share and demand as companies realize pre-covid dynamics pose operational risks TTC: Brand strength in highly competetive industry, m&a strategy to become specialized equipment manifacturer
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.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
3:57 I completely agree with you on NVDA as a direct AI play but TSLA feels out of left field. TSLA is first and foremost an EV maker, yes they do have aspirations of using AI for self driving but that tech is still not all that good and it’s more of a speculative growth path. I feel like there are many companies that have a more direct connection to AI and are able to use it right now to make money (without the speculation like with TSLA). For example MSFT, GOOG and META control 3 of the largest LLMs which are crucial for generative AI which is being used right now by tons of businesses and people. Another more direct AI play would be other chip stocks like AMD, ASML, TSMC, AVGO, LRCX. I’m by no means an expert on AI but even I know TSLA isn’t really be immediate direct AI play. Maybe if they fully refine self driving but that’s a big if. Edit: Shout to PLTR I forgot to mention it but it’s also a more direct AI play.
Like this portfolio here a lot. Concentrated and good quality! I minimize my holdings to 10. Doing too much active managing has hurt my returns in the long run. I have owned Tesla, Amazon, Facebook, Netflix, Nike, Under Armour, Visa... I sold them all. Never should have, But I have learned from my mistakes.
I dont get why you have two seperate portfolios instead of viewing them as one, two companys are also in both of them. beating the s&p500 is always the goal when making a concentrated portfolio of single stocks, otherwise buying an etf would be the better choice. so why seperate the portfolios in your case? in this context: is SPGI lower in the this portfolio because it is already the biggest position in the other one?
One is for passive income (dividends) and one for capital appreciation... growth. They are separate and 2 diff strategies or goals. Also, plural of company is... companies.
Because they had somewhat different focuses and holding composition, although over time they have assimilated at this point. Whatever makes JC crank out videos as much as possible, works for me 😂
He did seperate accounts because his RU-vid audience at the time was mostly passive dividend investors so he introduced Joseph after hours and started a tech growth portfolio for that channel to get more buzz around other stocks than just divy stocks
@@saulmarquez8989 I remember, I “came” to Joseph Carlson from the camp of dividend growth investor RU-vidrs like PPCIAN, and Joseph really helped evolve and mature my investment philosophy and strategy.
YTD qqq only matched spy, but 5y it did 150% vs AMZN 100% vs spy 90% I would prefer qqq and free time to enjoy life vs worrying about individual companies
I lost over $70k 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 Patricia Annie Brooks
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
Her good reputation already speaks for her .I’m also one of the beneficiary of Annie Brooks. So happy I gave it a trial after being skeptic of the process.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
@@Discovery2024-rn8kn I'm not sure he is hiding anything. But if the taxes are not included in the comparison then it is not apples to apples. I don't recall, but maybe he had BABA on his other portfolio
Thanks for another great video. I appreciate your "matter of fact" persona. I may have missed it, but I'm curious about your thoughts about Palantir (PLTR). While it seems like a solid investment- I just haven't seen the expected gains in stock price that I thought would occur. I really looking for an investors perspective.
Joseph, I'm so confident that I'm first 🥇, I'm going to leisurely take the time to thank you for doing what you do. Paraphrasing prolific author Robert Greene, it's obvious that you have dedicated your professional life to your passion for investing & beautifully blended it with your subject matter expertise in technology & communication + critical thinking. Our world is better for your pursuit of mastering your craft. Thank you.
Hey Joseph, I find your content to be well-made with exceptional opinions. I wonder what your opinion is on TSMC. I think they cover all the fundamental bases for a good investment and much more. They are basically the sole manufacturer of silicon. The only downside I see is the tension between Taiwan and China. However, after watching a few documentaries, I think Taiwan is well-prepared for a potential Chinese attack. Additionally, if TSMC falls, the entire IT market would collapse. Also the description of Netflix you gave can be applied to TSMC in many ways.
Hello Joseph. Great video as always. Just one quick question: shouldn't you compare with the Nasdaq 100 instead of the S&P 500 since you are fully focused on growth tech companies?
@@boglehead5822It depends if he's picked well and holds for the long term. Look at valley forge capital as an example of long term holding of pristine businesses. They have widely outperformed the QQQ and the S&P 500 through selection and discipline.
@@boglehead5822 "Investing is like a marathon not a sprint" Yeah that's literally the biggest lesson he teaches in his videos. You're acting like you can't invest in individual stocks for the long term.
Ulta beauty recent news and analysis from your side. Love your show, you are great with this level of transparency, and you are the only one for sure with a real investment portfolio, and I am honored to watch your progress
Bravo! AMZN, MSFT, NVDA, AVGO, V, MA, AXP, TXRH, CELH, GDXU, and SAVA. My heavy bet is the end of year SAVA will outperform all, the possible shock of this entire universe.
MSFT is passing AWS in cloud, yes Amazon is great at cloud, but not sure is such a great story for them if they lose the once dominant lead they once had
No Shade here just a suggestion, I like your portfolio breakdowns but i think its getting a bit repetitive, most of these companies are thoroughly researched in the market anyways and going over the same companies over and over again doesn't add any value. Maybe talking about companies that have deep value and fallen out of limelight might more interesting content. Celebrating good picks over and over is getting a bit boring
This is the challenge with Investing content. There's only going to be a few really great market beating companies and you can only put so time and energy into researching individual companies.
GREAT video once again im always a little jealous i missed the bottom on NFLX but what a great buy! As far as other companies go that i wish you would talk about DOCU and ULTA seem similar to when NFLX was hitting their bottom id love even just a couple minute segment on these stocks sometime if you have time! THANKS AGAIN
I agree with this and further, it doesn't make sense that 1) he already has a position in SPGI in his dividend portfolio, and 2) he has non dividend payer CMG in his dividend port. Why not put CMG in the story fund? Its a growth stock that fits the Story Funds exact purpose.
Love it! im invested in these as well. My growth portfolio is the same and a few others like AMD Nvidia and Apple. i still have some tesla but i sold most of it at a higher price. Im surfing the AI wave into the next few decades. Great video Joseph !
Please consider doing a video on Lululemon. I am interested in your take on the company as they have been crushed recently and earnings are coming soon
Fans of all of these (particularly Google, Microsoft and S&P Global) but Netflix always gives me the scaries. Just not sure how sticky they really are over 10+ years. Could be great though, I just don't understand it enough to have confidence.
Thanks for sharing. Owned all of them and MCO etc. as part of the core holdings. Can you take a look at insurance companies like TRV and PGR? The insurance cost has gone up significantly. Looks like that industry has a lot of pricing power. Thanks. I owned BRK-B currently.
I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.
I love the concentrated approach. NVDA is absolutely one of my 5 if I’m doing this though. Anyone working on self driving, AI, high powered gaming, VR/AR/metaverse, etc. is using NVDA. And #2 isn’t close at all. MSFT, TSLA and META as partners alone makes it worth the spot to me. But really cool video and portfolio concept.
I like most of Joseph's investments, but one thing I do not agree with is his disregard for Nvidia. I invested in Nvidia at the start of the year and It has been boosting my portfolio with amazing gains.
I believe now is the time to be buying positions in TSLA and APPL. They are out of favour and both have impressive prospects and potential. The Mag 7 still rules and all seven stocks should be included. Good discussion and Thanks for sharing your thoughts and justification. 😁👋
Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life, I made over $80k from trading the crypto market this year
So specifically - you mention that you want to expand your lead over the s&p and avoid being conservative - but how do you add to this portfolio? Is it regular additions, opportunistic, or are you not intending to add? Just want to see a bit more behind your strategy.
We have an intersection only in Microsoft. For the rest I feel like I do not understand their business model. I thought Netflix would be hurt by the price increases, Amazon is being pulled back by its diversified portfolio, Google's search is deteriorating and its Bard model was a mess.
Personally, I feel like most of the large cap companies can give you a 10-15% return, and for some people that's great. But I tend to stay with nano to small caps, and generate 80-400% returns on avg.
Hey Joseph, what are your thoughts about ABNB? I see a lot of negative sentiment around this stock but saw you talked about it in your recent videos (superinvestors and earnings forecasts) I think it’s a high quality business with the potential to compound and beat the S&P500.
Very concentrated portfolio,Costco could be in there but you already have it in your other portfolio Maybe add Visa I bought it in 2017 and it has performed
What's people's take on AMZN stock here? I keep looking at it and Joseph seems to heavily believe in the stock as well, but whenever I look at their numbers compared to their stockprice, the stockprice (and therefore our investments) go up and down a lot, but never shows the same kind of great growth like MSFT and NVDA for example… why would people buy AMZN with this strongly fluctuating stockprice?
Joseph I love you channel it has been very helpful for me for the last couple of months, thanks. Any chances for talking about other companies? All videos are dedicated to the same companies over and over again, any chance to talk about different ones?
My story fund is killing your story fund! +65% I compare my story fund with the Nasdaq and my DGI portfolio with the S&P500. Joseph, I've learned watching your videos. One of the few serious RU-vid channels where integrity and transparency is a must!
