Check out the patreon here: www.patreon.com/josephcarlson Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 4,500 members Try it out now with a free trial!
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.
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
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
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
My CFA ’Melissa Terri Swayne’ , 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.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
The reason why $AMZN is expected to do well this year is that they have committed to cutting capex and returning to more profitability. Let's see what happens on the earnings day.
That's one of the stock i own at the moment, i bought at 132, lets hope for the best this next earnings report, Personally I put down 1.3m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. Invested it in a trader here in CA, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
I've known Kath since my early days as an investor. She's brilliant and patient, and she trades for me. She advised me to diversify my payout to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. Many of my colleagues have also worked with her, she is someone I trust.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make decent returns
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
This is why I've entrusted a fiduciary with my investment 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 $780k, generating sufficient dividends for my household's needs.
@@mariaguerrero08 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?
"Gertrude Margaret Quinto" 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
@@farmerbrett8660 his review of super investor portfolios is a gold mine. With regards to TSLA I am waiting for Elon Musk to start spinning off different units to unlock value.
Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Sounds interesting. I was planning to invest some few £ in some coins, stack them up and leave them for a few years, but seeing this changed my mindset. Thank you very much
As an Amazon employee, I could say Amazon is extremely efficient, til the point, I have to say bitterly that Amazon obsesses with its customers and investors but not with employees. Customers and investors first, employees last.
Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.3Bitcoin to a decent 27Bitcoin....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
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
Certain Mag 7 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. We've made over 80% capital growth minus dividends.
Heather Ann Christensen is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Yvette Ruta Musto' 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.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Considering this is your passive income portfolio, maybe you could show your active dividend income and what you’re doing with it? Are you just holding it as cash right now?
NVO is a very nice stock, fren. Look at it zoomed way out. It has had a steady ~20% CAGR and an attractive ~23% low standard deviation for 4 decades! Only thing to note is it does have a ~28% dividend withholding tax to Denmark.
It's a conservative portfolio. Betting on proven businesses with long track record. ARK is about betting on the NEXT wave of innovation, not yet proven, hence way more risky.
Personally similar thoughts on Nvidia. Would have loved to buy a couple of years ago when it started to become well known but I have no idea whether they will still be the leader in 5-10 years. Unfortunately had to pass on the opportunity
I also want to request a public video from you on Adobe, Joseph. 3 comments I have on Polen: 1) I like their style of analysis and choice of investments 2) I dislike the fact they underperformed over the past 5 years which as been conducive to growth portfolios; it means they mismanaged something 3) they have already been proven wrong about NVDA thinking it was priced for perfection at $1.2T considering it went up another $1t after they wrote that.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
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
"It's easy to underestimate how much a company can cut down on bloat and expense in a quarter or two. They can really just cut down on expenses quickly." This is so true and has completely surprised me on multiple occasions recently.
I think they should update that note about NVIDIA with that lack of "unknown revenue", they just mentioned a software program looking at for generative AI that almost looks like an Apple approach with an ecosystem income. The company is now valued around 2.2 trillion.
Great video. I would very much enjoy if you could have a look into and make a similar video episode of Chris Mayer's portfolio, I own two of his swedish holdings evolution and lifco, (Iam from Sweden and we have some seriously good compounders here as well) 😊
DCA into a diversified portfolio of stocks. In 20 years you will be PROVEN right. Just look at AMZN in 2004 (20 years ago), any price you paid 20 years ago would still be a great price. 😊😊 Best wishes
Everything is right Joseph, except for the end with Nvidia… i believe this is just the beginning of the growth for all this AI stocks, just the beginning… I feel in one year you will regret not investing. I recommend you do a full research on it and share as a video. Thx!
Danaher performance has handily beat BerkshireHathaway going back 30 years. The Rales brothers (Steven and Mitchell) are the quiet geniuses behind the company. Danaher is a conglomerate that rolls up highly profitable and specialized businesses. They just bought significant portions of GE Medical. TMO has a CAGR = 13.17% (1993 to 2023) BerkshireHathaway has a CAGR 13.16% DHR has a CAGR of 19.20% (from 1993 to 2023)
Big fan of their portfolio too, thanks for introducing me to them. Interestingly enough I bought Adobe today before seeing this at $497. Think the drop is an overreaction.
the apple case is starting to get to me now...I'm still holding but yeah, getting worried about their services etc.... I'm kinda in the boat that they won't grow as much as others (but will still grow). I think I'll still hold until MSFT or Amazon sell off a bit and then I'll sell some AAPL and put into them instead
I wouldn’t sweat it - there’s always Apple hate but they always chug along; I see it as a buying opportunity and have sold NVDA and pivoted into Apple more since it’s underperforming now
Nvidia's data center platform represents 84% of total revenue in Q4. This is concerning as its top line is overly concentrated in a single product or service. It needs to minimize risk by diversifying its revenue stream through growing organically or acquiring companies. I'm afraid expectations are so high, the stock will be hammered unless the earnings report produces numbers that will blow out of the water.
That's awesome your dividend focused portfolio is highly matched with this super investor team. Great dividends, AMZN, MSFT, GOOGL, ADBE, NFLX, MA, V, the list goes on. Dividends are NOT irrelevant! 👍
Nvidia #1. Though video content offers informational value from an inversion perspective, the argument clearly has some shortcomings. It seems very clear when they state "unclear how sustainable the current demand" or "nascent market of unknown growth", it means that they simply don't know. Hence, rather than drawing to conclusion Nvidia is a bad investment, the wise should be able to reason that it is simply outside their circle of competence. Should they swing at the pitch, probably not if they can't see it clearly. However, if you can see it with the proper thesis, then knock it out of the park in Grand Slam fashion. One Grand Slam may not necessarily seal you the game in its entirety, but it can certainly put you up higher on the scoreboard.
Hello Joseph Why dont you cover AXP? The company is a financial monopoly and shares moat characteristics with Mastercard and Visa. You dont even have it in your stock watchlist
@@goodmushroom and TXRH's are also lower than both AXP and MA/V. The point is that it is a very monopolistic company with a century and a half of existence and solid fundamentals that has outperformed the market year to date.
@@goodmushroom It is a different business than V and MA but they operate as a bank and processing payment company. AMEX's is markted towards people who have higher net worth and that translates to more $$ and a loyal userbase.
AXP is a good stock. But it’s not a great compounder. Hence most hedgefunds with a reputation of buying “great compounders” dont own AXP. Watch the 2 videos he did about super investors. Plot a graph with AXP, V and MA the difference in growth rates become evident. Best wishes.
Everyone uses Salesforce. I'm surprised it's not part of your portfolio. I work in Tech and almost every major company in the world uses some Salesforce products.
Thank you once again for another great Vid ,its much appreciated by all. Any chance you could share your views on what you would buy into now or what your thinking of investing into next ,your gains have been very impressive, lets hope they continue ...
Stocks in the short term look more likely to move downward. I Just inherited $500k which I Look forward to invest. what stocks should I look into as a newbie to safely grow my money?
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.
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.Read more
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 Vivian Carol Gioia for the last five years or so, and her returns have been pretty much amazing.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
As an Amazon employee, I’m hoping the stock continues to rise so my RSUs are worth more. With the new fees and reduced costs from regionalization I’m liking my odds 😎
One of the analysts gave an interview on the JRo show recently. And he tells you exactly what they screen for. For anyone that wants to replicate the strategy themselves.
You just proved that most of the time we spend on researching is not actually to learn something but to affirm your way of doing things. They think the way I think....huh🙂
