I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Svetlana Sarkisian Chowdhury 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..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
Adding META and SOUN are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a financial advisor can help streamline your strategy.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
@@AddilynTuffin Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
Sure you can! Victoria Louisa Saylor is the NY-based advisor I work with. Just search the name. You’d find necessary details to work with to set up an appointment.
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.
Man 44 stocks... You are an ETF. I used to have 15, and reduced to just 7 stocks I have the highest conviction in. Much better performance that way and more focus on following all of them closely.
A huge fan! Noticing you don't own a lot of consumer brand companies like NKE or SBUX or Monster beverage, LULU ect but I am guessing might be similar to your feeling around financials? Or trends? Wouldn't it round out some of the technology exposure a bit in your portfolio?
AI 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.
you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Carol Vivian Constable 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.
I've had majority of my holdings in tech stocks and irrespective of market changes, l've done pretty well especially with apple's P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade
Because Apple has surpassed the competition, it may be difficult to locate the next Apple inside the tech stock industry. It is best to look beyond technology stocks.
A lot of folks downplay the role of advisors 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. He 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
Kevin S Mikan 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.
He appears to be a true authority in his profession with over two decades of experience. I looked him up on the internet and skimmed through his site, very professional. already sent him an inquiry hoping for a response soon.
I’d love to hear how you manage potential future risks and navigate these situations yourself. Personally, I focus on buying companies with strong moats and solid cash flow, purchasing during dips, adding more as prices drop, and riding out the bull markets when they come.
As always, it’s absurd when people call stocks momentum a flunk, they aren't considering the long run. I need the market to go down some anyway. The small pullback at the beginning of the month wasn't enough. Many are overpriced now and buffet sold his. I was looking for a rough setback as I am eager to capitalize on the market.
Buying during heavy red days has worked well for me, and now I’m being extra cautious as we enter an unusual market environment. That said, opportunities still exist across sectors, but it's wise to focus on high-reward options that could 10x, like adding gold. Aligning with a advisor for strategic picks can make a big difference-I’ve done this, and it’s paid off.
It seems like a lot of your strategy relies on your source of information. I’m really interested in your perspective. Mind if I look up the professional guiding you please?
Given the re-inverting yield curve and increased market volatility, I'm reevaluating my portfolios, and the outlook is concerning. How should I reallocate funds within my 2m portfolio to navigate the panic and take advantage?
The inversion implies anticipated lower future growth, potentially resulting in decreased lending and investment. Hence, finding the appropriate asset allocation and collaborating with an advisor experienced in bear markets is imperative.
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
My CFA is Sonia Nunes Demelo, 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..
Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid economy crisis, and even pull it off easily in favorable conditions. Unequivocally, the collapse is getting somebody somewhere rich.
I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such execution are usually carried out by investment experts with experience since the 08' crash
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.
i'm blown away! min.d sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well.
NICOLE ANASTASIA PLUMLEE' 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.
Hit 310k last week, lost over 14k today, Nvidia won't make a good run too the upside till mid October...I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
@@dogmom-pt5we I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
@@Andreallln i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
@@EvanLiam-w9s Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I’m currently liquidating some of these positions to incorporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.
I would advise the counsel of a seasoned financial pro. It may seem expensive, but as the old saying goes - "you get what you pay for" "Expert solutions require Expert providers" - my mantra
Nothing beats expertise in my honest opinion. Despite my rookie knowledge of investing, I've avoided terrible mistakes since early last year, netting almost quarter mil so far, simply cos I know enough to seek expert counsel amid uncertainty.
Can't divulge much, I delegate my excesses to someone of great expertise ''Karen Lynne Chess'' preferably you can look up the name on the web, her qualifications speak for itself.
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 Nicole Miller.
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 Brooke Miller.
Woah for real? I'm so excited. Brooke Miller strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
Their ...services are very genius and experienced in the market for over a decade and counting, they changed my life from a poor plumber to a better and middle class family man with 2kids.
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
I've self-managed my portfolio for 25 years, including shares of (BRK.A) purchased in 2000 at $40,000. Those shares have grown substantially. Now, I'm rebalancing my portfolio by liquidating some positions to incorporate newer generation stocks. However, given current market volatility, I'm considering reinvesting in gold for stability.
consider allocating investments across three key areas: real estate for long-term growth, ETFs for moderate returns, and high-yield savings accounts for liquid assets.
The market is not necessarily a rollercoaster if you know your way around the market, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. Personally, I've seen a remarkable 4 1 8 % growth in just one year under the guidance of a seasoned in advisor.
sure .He's known as a Glen Howard Chester '. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with
Very much appreciated, just copied and pasted Glen Howard Chester on the web, easily spotted his consulting page and was able to schedule a call session.
Same, I met Elizabeth stark last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Elizabeth stark
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
6:23 Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
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 with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
Great video, but 44 stocks is a ton. You have some great entries on your stocks but I couldn’t imagine staying on top of that many positions I currently have 11 stocks and that’s enough work as it is 😂
I have been buying all three stocks every single month starting January of this year thanks to your wonderful and helpful videos my gained % is at 13% I appreciate you posting every single month. You really do your research and which I know it takes time out of your day. I can't wait for October's top 3 stocks that you pick! (:
$EL might be a good addition at current levels for Dividends + potential rebound. I just started a position on it and planning to increase it if continue to go down.
Great video I dont understand why more long term investor youtubers is not doing this, it is very interesting as inspiration and completely fine without any dolar values, percentage is completely fine and representative, anyway everyone has different budget and have to make decisions to what to put money.
Thx 4 sharing 🙏🏽. Finally somebody else with $GM. They went as low as $27-29 a year ago but bounced back. Made nice profits there 🤑. Small dividend stock too 🤙🏽
Very good video. It’s really an interesting and diversified portafolio. Looks great for the long term. I would increase Nvidia minimum to a 10% of the portfolio. I think It’s the easiest 2X in less than two years. Thank you for sharing!
Kinda surprising not to see any energy or utility stocks in your portfolio! No Realty Income either? Lol I'm envious of your cost on $BABA since I lump sum invested at $145, which I thought was a steal at the time...3 years ago 😖. Congrats on your investing success. Impressive gains!
Why the multiple brokerage accounts, I don’t understand? Someone please explain the purpose or the positives or negatives of using multiple brokerages …
@@ThailandTerry2024 I like to have all my brokerage accounts in SoFi since is my main day to day bank. However, some people like to take advantage of the welcome bonuses of different brokerages. If you have very large $ portfolios you might consider diversifying brokerage too just in case but it is not a big deal. It's similar to having accounts on different retail banks for your money. If you use margin that could be a factor too. You might want to have a portfolio in a low interest margin brokerage.
