Jim Simons: How To Achieve a 66% Return Per Year (7 Strategies) 

Join the investing academy to see my portfolio: theinvestingacademy.teachable.com/p/theinvestingacademy?coupon_code=SALE&product_id=4455382 (p.s. watch out ,there are a lot of bad actors in the comment section)

My primary concern is how to grow my reserve of $300k which has been sitting duck since forever with zero to no gains, sure I know the risks of short term gains are much greater but if well managed one'd make a killing, am I wrong?

Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? 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 but watching my portfolio of $450k dwindle away is such an eye -sore.

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.

I was part of the recent layoffs at Tesla and this bites hard. I am grateful that I kept some savings about; $600k and I am looking for ways to invest this into the stock market to generate good dividends to supplement for my monthly expenses.

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.

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?

I’m already dollar cost averaging but I’ve been holding onto a lot of cash as well. I recently put most of it into stocks because it was just sitting there. Most of it went to dividend stocks so I’m not too worried. The goal is to invest for dividend and the stocks were at a recent low so I’m not worried long term. Sooner I start the more dividends I’ll have to reinvest.

The stock market rally started Thursday strong but reversed solidly lower, undercutting the lows of the prior few days. It's a reason to be cautious in the very short term. But the pullback could be setting the stage for another solid advance. Tesla (TSLA) continued to climb Thursday, even though the EV giant pared intraday gains. TSLA stock has now more than doubled from its Jan. 6 bear-market low,I'm still at a crossroads deciding if to liquidate my $238k stock portfolio, what’s the best way to take advantage of this bear market?

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.

The missed opportunity of investing in stocks weighs on me, yet I'm thankful for safeguarding my finances in the money market. As I anticipate the maturity of around $200k, I'm preparing to venture into the stock market. What stocks would you suggest for a novice seeking a safe path to wealth accumulation?

Most Americans find it hard to retire comfortably amid economy downtrend. Some have close to nothing going into retirement, my question is, will you pay off mortgage as a near-retiree, or spread money for cashflow, to afford lifestyle after retirement?

The system is failing as a result of both government and federal policy. In the next days, the banking crisis would have to be epic and gigantic for the FED to decide not to raise interest rates. This won't happen; an increase and a crash are coming. There will be more negative portfolios this 2nd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

I've been doing all of these things religiously, but my portfolio is still in great decline. I have lost over $200K in the stock market, and now I'm desperately trying to improve my portfolio. How do I turn tide around?

Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, raises concern for my $600K portfolio given the index's increased tech concentration. What stocks, in terms of growth over the next ten years, could be the next APPL is my query.

From my perspective, this highlights the importance of having a competitive advantage as investors. Merely mirroring the market strategies of others is insufficient in achieving optimal results. I am currently grappling with the decision to invest in the current market, as it presents both uncertainty and opportunity. Could you share your insights on this matter?

Taking early notes from Warren as to the importance of sound asset diversification and risk management It can’t be overstated. I’ve been trying to grow my portfolio of $300K for sometime now, I would greatly appreciate any other suggestions.

We experienced the peak of our era, and now it is gone. Recession is tanking everything including 401K. My retirement equities portfolio of $750K is in the reds. I keep losing because of inflation. This world will fall to the corrupt rulers in the same way that Rome did. I'm sorry if you're thinking about retiring and you're worried that your pension won't be enough to meet the rising cost of living. Horrible foreign policies everywhere, bad regulatory policy, bad fiscal policy, and bad energy policy.

Scholars who study the stock market’s historical performance estimate that over time, the payment (and reinvestment, and compounding) of dividends have contributed anywhere from 30% to 90% of the S&P 500’s total returns. I want to spread across $400k into profit yielding dividend equities but unsure of which to get into.

I'm struggling in this market. Stocks that I have held for months and made profits from are not behaving the way I'm used to so I’m quite indecisive on how to tackle this market, any advice would be grateful.

It's amazing to see AMC doing well after all the doomsday analyses from naysayers. The stock market is a device for transferring money from the impatient to the patient - warren buffet. It's good to remind people of this right now; you buy on fear and sell on greed or just hold through it all for the long term. It’s easy but lots of people forget.

These are very valuable rules for anybody who wants to get rich. Unfortunately, most people who will watch this video will not really be able to apply the principles. We may not want to admit, but as Warren Buffett once said, investing is like any other profession-- it requires a certain level of expertise. No surprise that some people are losing a lot of money in the bear market, while others are making hundreds of thousands in profit. I just don't know how they do it. I have about $89k now to put in the market.

As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be — and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.

Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains with months, I'm really just confused at this point.

Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.

Giving all praise to this team for bringing my life back up when I thought everything was gone, you'll forever be remembered

I fear a housing crash due to people buying homes above asking prices with little equity. If prices drop, affordability and potential foreclosures may arise, worsened by future layoffs and rising living costs. I want to invest more than $300k, but I'm not sure on how to mitigate risk.

Great video! Well I'm so happy I made the best decisions by having a good investment. Recently, I'm able to acquire my third house even at my age and I believe if things keep going well I would retire early

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 Charlotte Miller.

I'm considering a review of my $60K portfolio allocations, particularly in light of the pause in interest rate hikes. I'm eyeing some high-risk, high-reward opportunities. Crypto and emerging markets seem intriguing. Anyone else exploring these?

Hey, have you guys seen the market lately? My stock portfolio has taken quite a hit, My tech stocks have been plummeting. And also my energy sector investments have also been suffering. I have lost almost $120K in my stock portfolio. it's been a rough ride.

In light of the impending recession and the fact that inflation remains above the federal reserve 2% target, several leading market analysts have expressed their views on how dire they believe the economy will be, next recession and how far stocks may go. I need advice on what investment to make because i want to build a portfolio for my children that will be worth at least 80,000 dollars

So let’s get this straight. To make these sort of returns I have somehow to get to be one of the most brilliant mathematicians in the world. I hadn’t realised it was that simple. Thanks for the advice. I’ll work on it !

Bottom-line conviction and leverage are the common thread in all successful investors

Don't forget, he is generally levered between 5:1 and 10:1..

Not sure anything list was unique to Jim Simons. All the strategies here have been used by most hedge fund managers since the 80s or 90s. He just has an amazing record. Side note, when people talk about the great fund managers, I wonder why people don't include Ed Thorpe.

The answer is be a literal math genius with a team of MIT educated mathematicians, physicists and computer scientists, easy!

Your presentation significantly understates the achievements of Simons and Rentec. The returns obtained were delivered with a small fraction of the risk (as measured by return volatility) incurred by the other icons to which he was compared with in this video.

Simons did this with the computing power of the 1990's onwards. If wouldn't have been able to do this in the 1960's the computers back then wouldn't have been able to access the huge historical database he uses to identify patterns. What the other investors did, they largely did without computers. Ed Thorp, also a mathematician did quite well without extensive databases.

I recommended a professional broker to you guys sometime ago can I get a person who invested with her?

Google says the medallion fund is not accessible; are there ways to copy trade what the fund does?

You missed Rakesh Jhunjhunwala - who turned $100 into a Billion. On top of it, he managed his own money. Unlike others in your list.

Your title should read, “7 things for you to listen to while I make money on my RU-vid channel”.

I don’t think it can be replicated that easily

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Mrs Katherine Flores.

Quantify absolute and relative value of every tradable security imaginable…stocks, bonds, derivatives, currencies, etc. Buy a clearing firm and exchange memberships to get transactions costs down to almost zero, have direct fiber optic networks…make markets around every security that you can quantify. Quantify directionality or non-directionality, quantify correlations and co-integrations, use various other mathematical techniques to rank these trades according to expected profitability, determine position size and build a portfolio of trades.

A lot of people overlook the importance of a financial mentor

You make an excellent case! . I’ll add 1 more point… Seeing my monthly dividend income grow is EXTREMELY motivating to continue investing . Buying growth makes sense intellectually, but during a bear market, watching my growth portfolio shrink…the motivation isn’t as high as it is for dividend investing. A lot of this is psychological!

But what is the risk reward of medallion

not just MIT he also teach at stony brook university Math dept, where he start Renaissance

I love this vid, I have to comment on the leverage he used of 1700 % ! wow

Thanks for the video!! Minor point though: Isn't it pronounced "Simons" (rhymes with the first part of the word "diamonds"), not "Simmons" (first syllable of which is the same as the first syllable of the word "simulator")?

🎯 Key Takeaways for quick navigation: 00:12 📊 Jim Simons achieved an average annual return of 66%, surpassing legendary investors like Warren Buffett and George Soros. 01:09 🧮 Simons relied on quantitative analysis, using math and data to inform his trading decisions. 03:16 📈 He started with basic trading methods based on intuition and instincts before transitioning to data-driven strategies. 05:24 📉 Simons and his team searched for patterns, anomalies, and trends in vast amounts of data to make profitable trades. 07:22 📡 Medallion fund leveraged complex signals, machine learning, and high IQ team members to optimize trading strategies. 11:06 📈 Simons' team identified and exploited market anomalies, using borrowed money to amplify returns. 15:01 📚 Machine learning and data analysis were integral to Simons' success in quantitative trading.

Lol - 0:00 I’ll save you time you can’t he’s a math genius.

May I ask which betting system combined with different strategy and trend are the best in the long run ( Martingale System Fibonacci System d'Alembert System Cancellation System Paroli System Oscar's System) please?

Jim must be very excited with the new Ai coming out. He can fire all his expensive nerds because there is no longer any need for them.

Jim Simons is underrated👍🏼🤝➕📈👏🏻

*Amazing content, You remain the best!! It's been a year since I found ways to improve my finances and by working with a renowned professional, I was able to attain financial independence. I have to say this ; “As long as you are determined and work hard, you can achieve whatever you place your mind on.”*

How did you calculate the annual return of $100 for 31 years? Any please help me with equation.?

NOTE: To my knowledge, Jim Simmons is a mathematician.

I'm glad I got into crypto when I did because it’s been a turning point for me financially, been my best decision so far.

Tip 2 only trade with option spread trades

What about William O'Neill's returns?

My inspiration in Stock market Jim Simmons 🤙🔥

I think I get it: 1) be smart 2) be MIT smart 3) hire smart math people 4) hire even smarter people 5) be a bit lucky in the beginning 6) borrow lots of money 7) incentivise smart people by sharing profits, making them feel like co-owners of the firm 8) repeat number 7.

"just for some reason, Math turned him on" fucking died laughing

What u know about erik fry?

Thank you 😊 for this video, do you offer account management or have any recommendations?

I wish I was clever enough to be hired by Jim Simons - you can find one strategy that works though and trade it over and over again - that’s all the common man needs to get rich in trading

that is two simple of how mean reversion work. I believe

That sounds more like trading than investing. Good to see this and realize I will NOT become the next Jim Simons lol

Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!

So, actually based on the capital he used for trading he made far less, but with a leverage of 17 and moderate interest rates on the borrowed money, he made huge wins on his equity capital.

Can you get 67%?

The number one reason people retire with money isn’t what percent you made on your money . Is actually doing the work and save . Just save

Soooo...the biggest reason for the success was finding "safe" bets, and leveraging the shit out of them? I see some risk to that strategy, although it can be moderated if the bet is safer than safe.

He said “665 million, 810 thousand dollars” (which is correct) and then wrote 665,000,810.

Looking forward to participating in another moon blast for the market, as its been rumored that there's going to be another real soon. But while at it I've wandered aimlessly on the shores of instagram hoping and looking for the intervention of an exprt

Heres a tip, the one year trend starts in janaury

There is potential for considerable wealth increase with the correct strategy. I want to know; How can one take advantage of compound interest and potentially grow your retirement savings/net-worth to about $3M over time?

66% ist before fees, after fees he made "only" 39%. I suppose the other investors' performances are after fees=

66% AVERAGE, he had years over 70% returns This man is truly the GOAT OF TRADING

I’m sure the Titans can make big returns taking advantage of retail traders. However as they get bigger there activities actually create the price. A capital ceiling for the original tactic.

Great vlog. Hopefully, Jim Simmons would one day recognise/acknowledge Satoshi Nakamoto (& maybe Vitalik Buterin) as an even greater investor/builder of wealth than himself.

My opinion for young people is you need to be both a dividend investor and a growth investor, basically how i made my first million also i use an FA, Olivia Rene Reyes. I started by investing $70k with her and she tripled it in 2 months and since then we've been doing business but i digress, so for example if I just got a 1000% gain on Tesla and then pulled 85% of the money out and went into a load of more stable dividend stocks like CVX So I would say diversify, but also use those growth opportunities to build the capital to invest in the dividend payers (or in cash flowing real estate)

0:05 Anyoje who held the S&P500 would beat Ray Dalio over the last 10 years and he is in his prime (unlike Buffett (too much capital))

mark your trades mate, rank them and be ready with size only when when you have clvery high ranking set ups and market conditions , in the meantime in between just to curve your tenacity to trade , trade very small sizes and add big on opportunity when the R:R is highly skewed on your side , thhats the only way to profiting ,:-)

Buffett was at 23.5% for a long time (slower in his old age, it's ok.) I'd refer to Simons as more than Buffet, Munger and Dalio combined.

Step 1 be a politician Step 2 insider trade legally

I think stocks with an upside potential are those who will have relevance even in the future, and we are already seeing it. NVIDIA, for example, is soaring because they are powering the AI renaissance. I'm going fully in on AI stocks next year and others with good upside potential. Are there any others you think may do well?

I was an unexperienced stock and forex trader i lost over $30K 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 find one source to recover my money, at least $5k profits weekly. Thanks so much Mrs. Maria Reyes

66% return per year for 31 yrs, that is phenomenal, Jim only need invest his first $5000 for 31 yrs to make his net worth of 31 billion. The rest of money each year he earned he probably donated or spent them all.

1- Invent something required for the USA missiles in the Cold War no other can; 2- Invest well; 3- Avoid taxes (repurchase)

Jim Simons had a 66% return per year across a 31 year time span by doing short term trading, but how much of that did he have to give back to the government in the form of sort-term capital gains taxes? That most likely made his returns a lot less impressive. Long-term investing meaning buy and hold in a corporation or trust, then using cheap loans to cash out without taking a big tax hit on long-term capital gains, and finally retaining those valuable assists that can be inherited by your children or other relatives through trusts is a great way to create generational wealth by keeping more of it or all of it.

He was way ahead of his time

He should also start enticing and employing best doctors and scientists in the world for the single end of profiteering and beating the market. All that knowledge to what end? Not a penny's worth of thing created or services rendered to anyone.

Get his software called alladin