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My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to achieving substantial returns isn’t chasing big-moving stocks; it’s about managing risk relative to reward. Position sizing is crucial, and consistently applying your edge as often as needed to reach your goals. This principle applies to everything from long-term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Sophia Maurine Lanting 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 am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
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..
In recent weeks, investors have become concerned that Nvidia has simply come too far, too fast, and they are wondering whether the hectic pace of AI adoption could continue. Nvidia answered that question with a resounding "yes," but given the stock's parabolic gains, blockbuster results simply weren't enough. 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. its important to seek the guidance of an expert
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 started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
If the market has taught me anything, it's that it usually makes a comeback, but I can't seem to concentrate on the long term, especially because important things like my retirement and my reserve are having a disastrous impact on inflation. I need a solution and a data trajectory that I can trust as soon as it is practicable.
Currently, the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
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.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
AI stocks are expected to lead the market in 2024. My top choice is NVIDIA, as they're in a strong position for sustained growth and play a key role in supporting other AI companies. A person I know saw returns of over 200% with NVIDIA. I'm also open to exploring the other recommendations you provided.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Everyone's been promoting investing as a source of passive income, but with a 70-hour workweek and limited financial knowledge, how can I stay on top of things? Every RU-vid video says "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
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
Vivian Jean Wilhelm is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
What's the best strategy for investing during this period of volatility? Most of my portfolio is in cash, and I'm looking to invest about $180K in stocks.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
*Jennifer Leigh Hickman* 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..
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
Knowledgeable investors know how to invest during a crisis to reduce risk and maximize returns. If you can't manage these conditions, consult an experienced market strategist.
In 2008, I told my wife not to sell our stock to pay off the house, saying it's not a loss until we sell. Despite a $100,000 loss, we consulted a financial advisor, held on, and later gained it back plus $2.7 million to date. We used the extra gain to pay off the house and are now debt-free. She was glad she listened to me.
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Lauren Marie Ehlers" for years and highly recommend her. See if she meets your criteria.
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.
Right? Like they easily could have turned this tragedy into something positive by handling it well. They would have gotten more than $50k worth of good publicity by doing the right thing. Disney’s image has really taken a beating over the last decade.
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 2.1BTC to a decent 11B TC in the space of a few weeks... I'm especially grateful to Milton Harpe, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
Building a good investment portfolio is more complex so I would recommend you seek Milton support. This way you can get strategies designed to address your unique long/short-term goals and financial dreams.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience...
As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
The current state of the market may bring opportunities to increase profits quickly, but professional assistance is required in order to put such a plan into action.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Lucinda Margaret Crist 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.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.
True, my portfolio took a massive hit in 2022, and I almost sold everything to switch to cash savings. However, I was advised to consult a financial advisor. Following the guidance of this CFA, my portfolio started increasing by 10% monthly. She had anticipated the crash and rebalanced my portfolio accordingly.
Spoiler: he bought more Intuit, Salesforce and Booking. The fact that he sold completely out of Chipotle while trimming Apple is still puzzling. He could have trimmed Chipotle instead of selling out completely.
Chipotle is in a crisis now after having the CEO poached. Until we get better understanding of leadership and how the plan to grow in the face of many other fast food chains struggling it’s best to stay away
Fair point selling Apple now but I absolutely camt understand why wouldn't you do the same to Costco? I am having a very hard time understanding the rationale of holding all your Costco if you are selling Apple is base on how other companies would outperform, but isnt Costco even more over valued at this point and to your point, why wouldn't Booking, Sales Force, or Intuit all have way better foreseeable compunding value than Costco?
Eu isn't going after Costco. Us isn't looking to break up Costco China doesn't hate Costco and asks it's staff/people to not buy Costco products No one or country is trying to tackle Costco's moat.
Brand names are better than descriptive names. So "Qualtrim" is better than "Stockvisualtool.com". Brand names allow you to build unique equity in the product. The other thing I looked for was a short single-word .com URL. Which is very difficult to find. I purchased the URL over a decade ago for $13. I think I could sell just that URL today for $10k+
I’ve owned AAPL since 2007 iPhone event….I am at the point I look forward to everyone (mostly analysts) doubting their ability to grow and innovate. I have been rewarded each time. ❤
In my opinion Apple would be a better buy if it wasn't so huge. If the same company had to compete and innovate for market share like in 2007 then I'd be all over it. These days it just does financial engineering and abuses it's monopolistic status to keep going.
@@billcarruth8122 I understand your logic. Truly, it is the same strategy of buying back stock (reducing share count) that Berkshire Hathaway employed and few people see them as being irresponsible.
One quick note....Disney Springs is a FREE outdoor mall......the restaurant was not in a Disney theme park, it was located in a Disney-themed mall that is open to the public. How that changes the narrative is for you to decide, just figured I'd clarify.
Plaintiff’s lawyers suing anyone with deep pockets. There is no morality amoung lawyers. Disney is just playing every trick in the book, just as anyone would in the crooked legal system. Don’t hate the player, hate the game.
If they slipped and died falling down stairs they would have a case. They should be suing John Cooke and Paul Nolan owners of the establishment. If you died eating Taco Bell in the mall, would you sue Taco Bell or the mall. If the died from a Disney owned restaurant, they would have a case.
For real. This story is so bad that I've decided to just straight up boycott Disney+ and Hulu (since they own 67% of that to) unless they do a 180 and compensate this poor guy fairly. I had a subscription to both in the past, but I can't support an evil company doing stuff like this.
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 Lisa O'Brien for helping me achieve this.
The crazy thing about the Disney story is that A, people were defending Disney “That’s what you get for not reading the terms of service!” As if A, *they* actually read them and B, they think that’s an acceptable defense for negligence, especially after the lady consistently asked to make sure the allergens weren’t present.
That’s the only reason I don’t have salesforce also , I don’t fully understand what they do which will hinder my conviction for the company if it does drop further
@@BCFC954 This comment about the Passive Income account underperforming is unfounded. I have calculated the performance on third party websites from time weighted returns in 2022 and 2023 and the performance is -16.22% and +32.02% respectively, which outperformed SPY both years. There's no promise that it will continue to do well, but it's done really well so far. In regards to "total size of portfolio vs gains" that is not how you calculate portfolio performance, otherwise I could increase my performance by simply selling out of this portfolio. If I sold $200k, I would then have a total portfolio value of $530k with $240k in gains. Obviously selling out of my portfolio does not increase returns, just like adding to the portfolio doesn't decrease returns.
Am I the only one who found Disney's argument reasonable? They don't own the place, they don't determine it's operations. If you had a medical mishap at a clinic, you might sue the doctor, you might sue the clinic, but would you sue the landlord?
@@Dividendflywheel PGR is the best valued p&c insurance firm right now. revenues increasing every quarter, net income has finally returned to its peak, fcf / share is at an all time high. I bought them in Oct 2022 and they've only been golden for me.
Would love to hear a video with your thoughts on TTD. They are a cloud-based ad-buying platform, which enables its clients to plan, manage, optimize and measure data-driven digital advertising campaigns. Very high forward P/E ratio but the typical fundamentals that you look for in a lot of your videos are there.
PGR is the best insurance company. A shareholder challenge Buffett (during a BerkshireHathaway annual meeting) on this very topic several years ago. Plot 10 year graph of both stocks. Best wishes
I’m a new dad, I moved closer to Santa Clara a few years ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? I heard Nvidia and AMD are strong buys.
Certain Ai companies are rumoured to be overvalued and might cause a market correction, I’d 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 making a whooping $738k in Q4 last year.
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Even if Disney is legally correct that they can get the suit thrown out of court, they clearly haven't done a cost-benefit analysis on how much brand damage it would cause a consumer centered business. If they care about protecting their brand (and parks) from more boycotts they'd do an immediate 180 to settle this case immediately for a very hefty sum.
Since 2010, Apple revenue looked to have plateaued three times before the current plateau. With AI coming into play and the huge amount of cash, I think there are still opportunities to grow.
I'm surprised. You have talked a lot about apple and the power of its moat and interconnectivity. Outside of being currently a bit expensive what has changed fundamentally?
Investing in this economy is a living hell at times for the average person that wants full control of their finances, Even investing in ETF stocks can be risky
Salesforce PE ratio as of August 16, 2024 is 37.94. App that I am using for trading shows PE at 44. Where is Joseph and/or Qualtrim getting it's data from. Huge discrepancy with his PE of 26.
I recommend everyone who has questions for him to watch his videos. Most likely won’t answer your questions but through his videos it has the answer, maybe learn even more.
This year alone I’ve bought: iMac, iPad Pro Oled, and soon iPhone 16 pro max…. I think apple is a keeper.. but you can argue maybe you can deploy capital at a better rate of return
Unfortunately that has to be Disney’s response. They do have nothing to do with them. I’m sure they do vet the tenants. However, it is not their company or their employees They can’t set a precedent. The Disney plus argument is silly though.
And then who is their competitor? Like true competitor? They don’t really have any to be honest. and as they continue to embed AI into their products, they will stay strong IMHO
@@Ghostwriter0527 there’s a ton of them that all do the same 10 companies to be exact here in USA alone. They told me I could have AI in my drive thru for 0 down and only 750 monthly(then switched to wanting $60,000 payment and then increased to 1,700 monthly)
@josephcarlsonshow would you consider investing in IWM considering small caps out preform larger caps with an average return of 11, 15, 28 after rate cuts
I love Apple. Been a since the iPod. But yeah, I had to let it go. I’ve held it at least as long as you have, bought heavily when you did for the same reasons. (Honestly a big part of why I’ve followed you all this time lol-it felt like you pulled your thesis right out of my brain, especially after that sell off following the stock split).
Hello Joseph. Talking in numbers - Seems like your total investment is $486,721. With monthly investment of set as 0 and assuming you did lumpsum investment at the start. The gain of $241,646 comes to less than 7% gains YoY in like 6.5 years. SPY gives roughly 10% returns. Why don't you sell off everything and put in SPY you portfolios total worth would be 862,255. What do you think about this?
I like some of JC's viewpoints. They are interesting, but me being an old effer, I tend to zoom out/overview and MAYBE zoom in with more perspective.. I totally agree with investing (not trading etc.) in proven compounding stocks, or any investment. I only watch TV/you tube for stock etc. mentions, then immediately switch off before narrative begins, then do a little of my own research. No pain going back as you have a better own perspective.
Like any landlord , where there is not an implied agreement of supervision Disney is not liable if there is a peanut in a tenant restaurant's whether it is McDonalds or O'Connell's Pub although I am sure Disney is insured by the tenant against this risk.
To be fair, Disney springs isn’t a theme park, it’s more of a fancy outdoor shopping center that Disney happens to own. I know your family has a background in commercial real estate, I’m not sure how much liability a landlord has if one of their restaurant tenants put someone into anaphylaxis. But the fact that they would use a Disney + subscription from 5 years ago as a defense is beyond wrong
I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend, my goal is to retire comfortably at a ballpark of $1.2M
good luck! comfortable retirement all comes down to how you want to live your life, if you pinpoint a particular amount to retire with, then it's only right to plan with a well-qualified advisor
I agree, the role of advisors can only be overlooked, but not denied. I remember few summers back, just after my awful divorce, I was in dire need of investing guidance to keep my head above water and thankfully, I came across someone of grit, helped a lot to grow back my reserve notwithstanding inflation, from $350k to nearly 7figure as of today.
Interesting, I’ve actually been looking into getting one, lately the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
Truly thanks for sharing this info, We need more people exposing us to great expert, Literally I just searched her name and all I see is top notch certificate and reviews really interested in trying her out.
She was taking incredible risks eating food prepared by strangers at a theme park and relying on the integrity of a waiter to keep her alive. There's a lot of disgruntled and underpaid people out there who are stumbling their way from one paycheck to the next, you don't want to casually put your life in their hands.
Does the free cash flow include high marketing & selling costs? I think this has been the issue with the company. So, even if revenue grows well the earnings not so fast.
