Try out the Patreon today and get the rest of July as a free trial. This includes full access to Qualtrim.com, exclusive episodes, and a discord community: www.patreon.com/josephcarlson You just have to go to Patreon and sign up. Let me know if you have any questions or problems upon sign up!
My expectation for 2024 is that markets starts to broaden out more,” what if the interest rates go up? i have a ton of questions....can I safely invest $220k? What should I do differently?
Small-Caps are poised to perform better in the coming year despite Fed actions with rates to make investors worried. you should look into which the Best Small-Caps Stocks to position into.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
“Amber Dawn Brummit” 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.
If we are to survive in this economic crisis we need assistance right away. The ETF and stock markets are still quite volatile, just like the property market. I'm still at a crossroads deciding if to liquidate my $300k stock portfolio
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
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.
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
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.
From what I've gathered after watching some videos that break down the semi conductor market, the reason ASML have had less bookings since 2022 is because that was the peak of the cycle and now there is another cycle so this year and next year should be increasing again
Great video , i like the show. 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'd avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery.
This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
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 Katherine Miller.
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.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
Most their originals sure are, shame considering where they started with originals. They are getting HBO content again though, good for Netflix, bad sign for HBO Max
Asml is extremely good, bought a lot in October last year. It is 20% of my portfolio. Very good investment, will hold it long time. Very happy with this monopoly.
12:10 disagree here! Have a look at the capital market day of ASML, they already know revenues and margins in the coming decades. While lithography machines are long term capex for which semiconductor producer plan years ahead, the revenue of TSMC goes through customer demand cycles. The semiconductor industry won’t decline delivery for fabs they build 2-3 years, even in a recession.
He didn't say a small role, but a small part. They only make the lithography machines, which are indeed very important, extremely expensive and extremely hard to make... But they are only 1 of hundreds if not thousands of machines needed to make a complete computer chip
You should 've researched TSMC a bit better they regularly report their revenue besides quarterly reports, last week they reported way above market expectations. With AI boom and Apple expecting selling more TSMC will deliver very good report.
You should be looking at Bank of America. Im up over 60% in a little bit less than a year while paying a super solid dividend. Up 5% after earning call. Its also warren buffets second largest holding behind apple.
would like to see you cover cintas as well! I would argue it would be your type of company and it has earnings this week. crazy consistent growth over the last 10 years +
ASML makes the machines that TSMC uses to make the Nvidia chips... AMD chips... Apple chips... probably all of the Qualcomm Snapdragons... and some of the Intel chips.
I completely agree with you when you are talking about how to handle volatility in a position you own like NFLX. You have to know what you are buying and the numbers of the company. Investors who understand the thesis and numbers for any stock they buy always seem to be on the right side in the long term. And can spot real opportunities when others are not thinking.
So last week it was the consumer has more discretionary income than ever before and this week it's the consumer doesn't have money for food. So which is it?
I can’t remember a good Netflix series in the past 6 months+. Meanwhile I’ve been watching House of the Dragon (max), The Boys (prime video), The Bear (Hulu), and Shogun (Hulu).
When Netflix bottomed over a year ago, I heard the same arguments and kept buying a boatload of shares. Content is subjective. As long as people keep forgetting that it will create buying opportunities.
We all know presales are risky, but the gains on those can be insane. I've just put a few thousand in Revux. If I lose, that's a bummer, but if I win, I will be a millionaire by next year.
Earnings weeks are always fun ones, especially when there are some big names throw into the mix! I agree with your thoughts on ASML and TSMC, buy them on any dips, forget them for a decade. Always look forward to your uploads man (:
For any company similar to ASML, I only think of Kodak. I'm sure JC knows the story behind this legendary company that used to hold 95% market share. One reason why I love JC and marinate in his opinions: He is not afraid to admit he is wrong. Don't ever change buddy, you have saved so many investors over the years.
I hope you don't jinx TSM by saying the stock is a "safe" stock to invest in, although it is a GREAT STOCK. I'm always nervous when people say the stock is safe or easy money to make. Nothing in the realm of investing in the market is "easy" or "safe", you must agree if you are in the market long enough. Some financial youtuber recently said that Nike stock is easy money making, and that he will buy Nike stock and he will sleep easy knowing that the stock is "safe". A few days later Nike stock plunged, I think around 20%, this is just one example. There were countless of times where the "pro" said buy this or that stocks because they're "safe" stocks, and the result was just the opposite.
I'm new to cryptocurrency and don't understand how it really works can anyone guide me on the right approach to invest and earn a good profit from cryptocurrency investing?
My company has worked on installing all of the services required for asml equipment . Did you know they operate in ISO1 environments which means no more than 10 particles size =1/10 micron in 1 cubic meter of air. These are the cleanest environments known to man.
I don't like Domino's balance sheet. Also I do like TxRH as they don't raise prices like other restaurants. Chipotle imho is still a good value too. The only 2 restaurants I own though are Cava and TXRH I bought Cava at $35 a share so even if it dips short-term I like the potential it has over the next 20 years.
Hey Joseph, just subscribed to Patreon yesterday. Was wondering if you will be adding new content to Patreon anytime soon? Love your content you have helped me understand businesses more than ever. Thank you!
Wow - Ally financials is not a bad buy right now? After the stock has doubled since the bank run of march 2023? It may be trading near its book value but its 10 year average P/B is just below 0.80 saying it is overvalued right now. I wouldn't touch this with a 10 feet pole right now.
Two years ago I bit the bullet and bought a few shares of ASML. It was expensive then.... Lol. They have an amazing mote (sp?) I figured it was worth the risk of a small portion of my portfolio.
American Express has blown MA and V out of the water both YTD and 1 year. Also, AXP is also a network (just a closed loop) and has tech services for vendors under its network. I bought it for its affluent card user base and closed network moat.
Good to hear Joseph be very bullish about a stock i own, (TSM). Jokes aside. I plan on a little bit profittaking, if we reach 200~ because it would reach an overvaluation in the short term. That’s my pick or guess you could say, but maybe now we saw the top. Only time will tell.
Joseph owns quality companies. But pretty much every one of them has a very hefty valuation. Half of them are even grossly overvalued. So even if they put up better numbers, there’s a significant risk of the stocks being flat or even downtrending for quite a while.
He's where the crowd is. The risk for him is a sudden downturn, and a stampede to the exit. It's all fun when the music plays, but when it stops, he'll find out very fast how fragile these valuations are.
Hi Joseph, I used to watch you in your early days you've come a long way. Very impressive! Would you mind showcasing how good the actual portfolio has performed? How much are you adding every month? I remember you stating in your first video that you put in $2000 per month which is pretty impressive! I imagine you being able to add more now that you work full time as a youtuber?
I still add regularly to the primary portfolio, but I have not added anything to the story fund in 2024. I post monthly updates of performance on the patreon of the primary portfolio and it's time weighted performance. Overall it's done well, kept ahead of the S&P500 over the past 3 years, but has lagged behind it by about 4% this year so far. The Story Fund is crushing SPY this year with Amazon/Netflix. But I make the story funds performance public frequently.
Mr. Carlson's main portfolio account is currently worth around $720K and the same money invested in SPY instead of "compounding machines" would be worth around $838K. So Mr. Carlson's main portfolio account is lagging SPY since (public) inception.
That's not true. You're making a common mistake of not factoring in the timing and inflows of new capital. I have recently added new capital to the portfolio that has not had years to compound. This is why investors and fund managers like Buffett measure things on Time Weighted Returns (TWR), in time weighted returns the Passive Income portfolio has outperformed SPY.
@@JosephCarlsonAfterHours Timing and inflows is something we can't compare from the information you have shared to non-paying viewers. What we do have is your inception date (January 2018) and total inputs ($516,358). That can readily be computed by DCA into SPY (equal monthly amounts of $6,620 over 78 months) and works out to the figures I stated (Carlson $720K vs SPY $838K). If by timing and inflows you have managed to outperform spy since inception I welcome you to state what similar timing and inflows would have produced since inception into SPY and salute you for both your outperformance and transparency. So what would (similar/equal) timing and inflows have produced in SPY vs your passive account since (public) inception (January 2018 to the present) in total amounts: $720K vs what number ($???K) for SPY?
@@nathaniel360 No, its a garbage business, meme stock nonsense. There are more interesting and important stocks than this trash. If you care about it, dear bagholder, this is a you problem
Isrg - intuitive surgical is also an important result- isrg is arguably the apple of healthcare- brilliant moat .lots of reoccurring revenue, helping patients
