Try out the Patreon here: www.patreon.com/josephcarlson 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 6,000 members The patreon comes with a free trial. You take no risk by signing up.
@mrmctrader
3 ай бұрын
I gotta admit Joseph, I like your channel and your content but I think this video has some pretty bad advice. If you bought the SPY in 2000 around its ATH at $145, you would've had to wait about 7 years for it to breakeven in 2007 only for it start falling in price again and crater back down to $90 in Dec 2009, and then even IF you held the SPY through that, which most investors dont do because they buy high and sell low, you would've had to wait until January 2013 for your investment to finally breakeven. That's 13 years holding for a 0% return. And okay fine, let's stay someone who bought the SPY in 2000 for $145 held their investment this entire time (highly unlikely), they'd be sitting on a 260% return over 24 years. Most investors are not holding stocks for that long and most investors would've sold near the bottom for a loss. Thank you for listening.
@donjohnson4368
3 ай бұрын
Good analysis
@atmoz_
3 ай бұрын
People are in general fearing loosing money. People to scared to invest have all excuses, if it's low they are scared it will even going down more. If it's going a bit up they will wait for when it was lower. You already mentioned of all time highs. They have an excuse for everything
@Zizook
3 ай бұрын
This is exactly how I invested in 2024. Saw Huge software dip and just started building a position in the sector. If I lived in the US, I would have bought CRM as well. Instead, I bought Shopify and Opentext in there dips.
@ILoveTinfoilHats
2 ай бұрын
@@mrmctraderyou forgot about the dividends but ok
@Mathew-zs3nz
Ай бұрын
A crash and bullish market provides equal high-yield potential, it's all about information and strategy application, I've seen folks make huge 7figure profit in a crashing market and pull it off much easily in a bull market Unequivocally the crash/recession is getting somebody somewhere rich.
@Richie-3wr
Ай бұрын
On occasion you can beat the market with blind luck, but I wouldn't depend on it. Having a science background there is a saying, 'Luck favors the informed', I've found it to be true, allowed me in great part to retire early
@Olivia-z5c
Ай бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@Jasonshelton-
Ай бұрын
I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?
@Olivia-z5c
Ай бұрын
Jessica Lee Horst' 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.
@DhanaPayar
Ай бұрын
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 resume.
@tatianastarcic
2 ай бұрын
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
@berniceburgos-
2 ай бұрын
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
@nicolasbenson009
2 ай бұрын
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, 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. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
@BridgetMiller-
2 ай бұрын
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
@nicolasbenson009
Ай бұрын
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
@Michaelparker12
Ай бұрын
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 email shortly.
@AnnaOllsson
Ай бұрын
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas
@JosephineKenney
Ай бұрын
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
@FinnBraylon
Ай бұрын
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.
@HildaBennet
Ай бұрын
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.
@FinnBraylon
Ай бұрын
She's “Sonya Lee Mitchell''. I choose to delegate my excesses to her because of her expertise. I suggest you look her up.
@HildaBennet
Ай бұрын
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
@Aarrenrhonda3
2 ай бұрын
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
@derrickholfman2
2 ай бұрын
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
@michaelschiemer3
2 ай бұрын
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.
@Quasoncaviness2
2 ай бұрын
As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. What are some strategies i can employ to be successful?
@michaelschiemer3
2 ай бұрын
Annette Christine Conte 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...
@Quasoncaviness2
2 ай бұрын
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@Norrieey
2 ай бұрын
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.
@KathHarnell
2 ай бұрын
Just buy Gold and protect your assets, the stock market is a rollercoaster.
@E.GCreates
2 ай бұрын
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, 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.
@Dailypalamides
2 ай бұрын
Your advisor must be really good. How I can get in touch? My portfolio's decline is a concern, and I could use some guidance.
@E.GCreates
2 ай бұрын
I work with ‘’Dianne Sarah Olson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
@sirheisenberg4459
18 күн бұрын
I'm an aspiring trader who would rather learn from other traders' experience than investing in the market myself, in anticipation of the next bull run. What are your thoughts on copy trading as well? Do individuals actually earn a living? Just trying to get some reassurance. I want to have a healthy portfolio worth at least $850,000. Reliable inputs please.
@belobelonce35
17 күн бұрын
The strategies are quite rigorous for the regular. 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.
@PennyBernadette
17 күн бұрын
I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $130k in passive diversified safe-haven assets, Up 358k so far and pretty sure I'm ready for whatever comes.
@NorthCarolinaForward
17 күн бұрын
Talking about advisors, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.
@PennyBernadette
17 күн бұрын
My licensed adviser of choice is Rebecca Nassar Dunne. Just look up the name. In order to schedule an appointment, you would find the required information. She is quite talented.
@crystalcassandra5597
14 күн бұрын
I searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
@Josephtimothyq5
8 күн бұрын
My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.
@DeborahJennifer1v
8 күн бұрын
The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.
@Chenghaop3
8 күн бұрын
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.
@BaozhaiDongmeiw2
8 күн бұрын
Oh, really? I have never thought of that as an option. Can I ask who it is you've been working with? I bet I could use some help myself.
@Chenghaop3
8 күн бұрын
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..
@BaozhaiDongmeiw2
8 күн бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@priyankamahatma6672
3 ай бұрын
AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
@Lettyogle
3 ай бұрын
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
@Kimdavid109
3 ай бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@Joe.457
3 ай бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@Kimdavid109
3 ай бұрын
Her name is 'BONITA JEANETTE RODRIGUEZ’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@Joe.457
3 ай бұрын
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
@CamillaStenmark3
3 ай бұрын
I am so happy that I made productive decisions about my finances that changed my life forever. I am a single mother and I live in London, I bought my second house in September and I hope to retire next year at 40 if all goes well. thanks to Louise O'Brien for helping me achieve this.
@DanetteAguilar01
3 ай бұрын
I've heard a lot about her. Please how do I contact Louise O'Brien?
@CamillaStenmark3
3 ай бұрын
SHE IS ON TELE GRAM.
@CamillaStenmark3
3 ай бұрын
@ATLouise55 ..that's it .
@CamillaStenmark3
3 ай бұрын
That’s her user-name
@DanetteAguilar01
3 ай бұрын
Thank you for the recommendation I already sent a message waiting for her response.
@Laurenhurst3
2 ай бұрын
The key is risk analysis. The markets are and has always been unpredictable. Thus the important point is not how much one might make but what one could lose. trading and holding on speculative stocks/Crypto and even great stocks can test ones ability in the arena of our ability to control ones loss aversion bias…buy high sell low…The market is overvalued by almost all measures like the CAPE and Buffett indicator. Speculation is high with things like meme stocks (are they dead yet?), our kitty dude, Ai dreaming and all.... It is all about how much one can lose during times like these. Does that mean don't invest, of course not but one must access the risk and have a way out if the tide goes out.....I've been engaged in active trading and managed to grow a nest egg of around 2.6B'tc to a decent 24B'tc....I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
@Laurenhurst3
2 ай бұрын
Francine Duguay program is widely available online.
@UnaTressler
2 ай бұрын
I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.
@S_Egeland
2 ай бұрын
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
@neddle91
2 ай бұрын
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
@NoeVelasco-lu2mo
2 ай бұрын
It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.
@ccmcdoug
3 ай бұрын
Everyone’s a genius in a bull market
@jry0511
3 ай бұрын
Unless they've been all in Tesla since 2021/22.
@Nayr747
3 ай бұрын
Yeah this guy is going to get crushed in the coming recession.
@UnratedPlayer21
2 ай бұрын
Mark Cuban
@RodneyTyler-xs9fl
3 ай бұрын
Are you still just holding coins? Guys, what are you doing? Unimantic has been around for over a year!
@npkr92
3 ай бұрын
Another banger from Sir Carlson
@RickWatson-xu6gw
3 ай бұрын
My $800k portfolio has to be diversified and invested in carefully so that it may grow significantly along side the bull market. Which sectors might lead the uptrend?
@benitabussell5053
3 ай бұрын
many investors make common mistakes like not researching enough, and not having a clear plan. in my opinion, some financial situations can be handled on your own, while others are best navigated in consultation with an advisor.
@A_francis
3 ай бұрын
Agreed, partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my CFP are working on a 7-figure ballpark goal, tho this could take another year.
@RickWatson-xu6gw
3 ай бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@A_francis
3 ай бұрын
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@RoyceVera
3 ай бұрын
The thought of its already so high how much higher can it go has fucked me over many times. Its a tough lesson to learn. Buy and hold good companies is the way to go.
@AJohnson0325
3 ай бұрын
Yeah I don’t try to time the market. I just keep trying to learn more and buy better companies and ETFs. That’s about the only thing you really have control over. If I never bought when the market was at all time highs I would hardly ever have made any money. I’m going to keep compounding over the long term.
@gliver2549
3 ай бұрын
time in the market beats timing market, thats why warren buffet is not a trader
@vancouversworstdrivers
3 ай бұрын
Dollar cost averaging. The end.
@Dennis_01-cb5iz
3 ай бұрын
This effect doesnt exist. There are countless studies
@vancouversworstdrivers
3 ай бұрын
@Dennis_01-cb5iz ? I'm saying just buy at the same time through the year
@bdubs5619
3 ай бұрын
@@Dennis_01-cb5izcan you provide a source? I’m new to investing and I thought DCA was the end all be all so I’m curious to hear as to why its not
@Ilcivo
3 ай бұрын
Agree.
@atetraxx
3 ай бұрын
Countless studies? Lmao @@Dennis_01-cb5iz
@Mr_NB628
3 ай бұрын
6:53 lol I’m literally about to buy SPHD and SCHD tomorrow. 😂 Edit: this is in a Roth IRA, in which tax implications do not apply
@AJohnson0325
3 ай бұрын
If you want a dividend fund, I’d look into VIG. Although I would prioritize total return over dividend yield. Many of the core holdings in VIG are better companies than schd.
@Mr_NB628
3 ай бұрын
@@AJohnson0325 my dividend holdings are in a Roth IRA so I don’t have to deal with taxes on the dividends. It does skew the strategy a little bit, but I will look into VIG tonight before my order executes Thursday morning
@crane71
3 ай бұрын
Tomorrow US Markets are closed on account of Juneteenth.
@certifiedfinest5065
3 ай бұрын
@@crane71insert [Pablo Escobar meme]
@Jacosmi
3 ай бұрын
Bad move. SCHD typically underperforms
@chefsaliva5317
3 ай бұрын
Perfect timing on this one Joseph thank you. Already regretting selling tech portfolio due to your previous videos last month about the sell offs that were happening.
@higorcarvalho920
3 ай бұрын
You should.
@Dmidnightmachine
3 ай бұрын
REITs have a ton of upside now.
@MrSoloDev
3 ай бұрын
And to say people called me crazy when I bought Costco at 600$
@AJohnson0325
3 ай бұрын
My COST is up almost 50% so I probably got in around the same time as you. I don’t try to time the market. I just keep trying to learn more and buy better companies and ETFs. COST was one of charlie munger’s favorites. That’s how I got the idea but I really liked the financials so I bought some. I wish I got a lot more.
@weho_brian
3 ай бұрын
yup, buy growth stocks that keep on growing!
@stevecarter7653
3 ай бұрын
Think adobe is bad. Try cancelling Sirius radio.
@JosephCarlsonShow
3 ай бұрын
I’ve never had an account. But I’ve heard the New York Times made you call in to cancel.
@JoCzoh
3 ай бұрын
Not only that, but you saddled with correspondence, emails, phone calls for YEAR's after the nightmare cancellation. I mean, what are they thinking? Get a clue.
@AngelDucattiforever
3 ай бұрын
@@JosephCarlsonShow Nope., It's the Wall Street Journal,. NYT can cancel with a couple of clicks
@jacksonmcgrady9073
3 ай бұрын
You can only cancel Sirius XM via phone call during business days 9-5. I locked my subscription-only credit card and watched them try to charge it for a month. They still call and email me 6 months later.
@rockingmystocks8975
3 ай бұрын
Add Norton 360 to the list. I had to cancel my bank account to cancel the subscription 😂
@The757bowler
3 ай бұрын
You say nothing is wrong with buying at all time highs but then you go on to say Chipotle and Texas roadhouse are too high of a price… I understand the premise of this video especially when it comes to the s&p 500, but seems like investing in single stocks at all time highs will not return the same performance… feel like this should of been emphasized more.
@elronpfandbon3752
3 ай бұрын
Thank you, just added a couple of shares to my S&P 500 position.
@alzhang74
3 ай бұрын
Can you please make an analysis of Snow? It has dropped a lot this year. Thanks
@Antares_451
3 ай бұрын
MSFT one of my heaviest position with 75.293 shares @ 291.80. I loaded 70 shares back in February 2022 and only recently started buying fractional ($20) shares everyday.. I only have 50 shares of NVDIA after the split, wish I had gotten more but I buy every Wednesday if the market is up or down.
@Zagirus
3 ай бұрын
My MSFT ROI is 58.88%, what about yours?
@Antares_451
3 ай бұрын
@@Zagirus Nice, it's currently 53.63%.. Best part, I only just started investing November 2021 and have made a killing. Caterpillar, VTI, Amazon, AAPL and XOM are all over 50% with CAT @ 63.75% ROI..
@Zagirus
3 ай бұрын
@@Antares_451 I too just started investing recently, in May 2021 at $240. Keep up the good work. Btw, I recommend adding XLF (Financial Sector ETF) to your portfolio because, the moment the Fed starts cutting interest rates, it will skyrocket.
@Zagirus
3 ай бұрын
@@Antares_451 I too just started investing recently, in May 2021 @ $240. Keep up the good work. Btw, I recommend adding XLF (Financial Sector ETF) to your portfolio because, the moment the Fed starts cutting interest rates, it will skyrocket.
@NoSauceNoSauce
3 ай бұрын
what brokerage do you use to buy fractional shares?
@nandyarod
3 ай бұрын
Hey Joseph would you ever consider to cover sofi in one of your videos?
@Jacosmi
3 ай бұрын
That research applies to the S&P, not individual stocks.
@The757bowler
3 ай бұрын
Thanks! He should’ve emphasized this way more.
@johnristheanswer
3 ай бұрын
At 7.20 he does say it.
@MexicanEagl80
3 ай бұрын
Make a video on the possibility of interest rates remaining high or getting higher and how to invest in VICI if this happens.
@ftakenouchi1464
3 ай бұрын
Joseph you are amazing. This was JUST what I needed, thank you for the no frills, simple, straightforward forward and honest education. ❤❤
@MelissaHobbs-qm8wi
3 ай бұрын
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.
@bene4136
3 ай бұрын
Hey Joseph, I'm little bit confused. A couple minutes ago I read an article on seeking that the most of the performance of the market are driven by Nvidia and since a couple of days by Apple. Without these two the S&P is more than flat. The author counted new Highs and new Lows since March and showed that more and more stock are making new lows than highs. Maybe you can explain this or give your thoughts to this. Thanks and best wishes from Germany ✌🏻
@JosephCarlsonShow
3 ай бұрын
Those articles are extremely misleading. Most of the S&P500's performance has been driven by a few stocks, because only a few stocks make up a huge portion of the weighting in the S&P500. There are currently 170 stocks in the S&P 500 that have had over +10% returns this year. There are 80 stocks in the S&P 500 that have had +20% returns this year. Don't believe the misleading headlines that there are only a few stocks that make gains. That's just not the case and never has been the case. But it will always be the case that in a market weighted ETF, with the largest companies taking up the biggest portion of the fund, they will of course have the most influence over that ETF's performance.
@mattgraham4340
3 ай бұрын
Well, most of the people buy the winners, either directly or via weighted index funds. That's why the returns on an equal weight funds are so unimpressive.
@user-nz8tz1vq2f
3 ай бұрын
@@JosephCarlsonShow market breadth is currently extremely low relative to other bull markets, isn't it? On the fear and greed index both stock price strength and breadth are in extreme fear territory
3 month period is a good strategy, let your dividends come in and read the company’s earnings report to see if the fundamentals of the company are still where u like them.
@Millennial-Investor1914
3 ай бұрын
You definitely be putting Quality Content full of Data. I love it
@thomasaleva
3 ай бұрын
I needed this data!
@far1762
3 ай бұрын
Da
@max.8063
3 ай бұрын
This is a mind blowing video. Fills me with confidence to keep depositing into my investing account. Thank you very much Joseph.
@kevinmaxwell7761
3 ай бұрын
Hey Joseph - I'm a long-time follower of your content. Could you delve into how you manage your asset allocation? Specifically, I'm interested in knowing how much cash you keep in savings, brokerage accounts, retirement accounts, etc.
@ChrisCash720
3 ай бұрын
Started with dividends in 2020 switched to growth in 2023 already grew 6x what the dividend payments (estimates) would have been also more tax effective
@Casey-summer
3 ай бұрын
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
@Buffet-walton22
3 ай бұрын
This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
@sloanmarriott5
3 ай бұрын
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.
@lilyhershey1
3 ай бұрын
@@sloanmarriott5 That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
@sloanmarriott5
3 ай бұрын
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.
@mellon-wrigley3
3 ай бұрын
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
@NeCoNLive
3 ай бұрын
Does Patreon still double charge if you sign up the 30th?
@malcolmbirkett1347
3 ай бұрын
Definitely 😊
@elrudiiisimo3066
3 ай бұрын
Question, would you recommend doing employee stock purchase plans if you get a discount on the stocks itself? For example working for MFST and you get 15% off is that something that someone could over buy?
@G3r4pro
3 ай бұрын
Bro! That's a guaranteed 15% gain!!!
@elrudiiisimo3066
3 ай бұрын
@@G3r4pro there is that, but also like I’m realizing that is causing there to be a bigger pile in just 1 company every 6 months which is good or bad of course it is one of the magnificent 7 but still
@-the.intelligent.investor-
3 ай бұрын
What's truly remarkable is that you have been able to contribute over $513k of after-tax money into this portfolio since 2018. You're putting away almost $100k of after-tax money a year. Maybe you can do a video on how you manage to save so much money (unless you are in the top 1% of the earners). Anyway, great job. Forget about making good investments. I think being a good saver is really key.
@traderxart9551
3 ай бұрын
Yea that would make for a great video
@tomzphone
3 ай бұрын
@joseph, I am starting to think Visa nd Mastercard are over rated. I have been holding Visa but it has done almost nothing in the last 5 years. Slowly starting to sell it.
@stevelyons2631
3 ай бұрын
Same, my Visa position was flat for the last 3 months, sold it today and bought NVDA instead. Made more in 1 hour than I did with Visa in 3 months.
@DA-ju3iv
3 ай бұрын
Very tough to hold on these 2. Since beginning of the year i started positions in Visa and Arista and I more than doubled my position in Asml. Visa at -1% vs double digits gains on the rest. Let’s see.
@tomzphone
3 ай бұрын
@@DA-ju3iv it's done nothing in the last 3 years
@DA-ju3iv
3 ай бұрын
@@tomzphonetrue, but it depends on how far in the past you look. From summer 2021 it’s true, it’s gone almost nowhere but one should have dollar cost averaged through 2022. If you look back 1 year it’s up 20%, 2 years it’s up 40%, 5 years it’s up 57%, 10 years up 420%. These aren’t insignificant returns.
@AJohnson0325
3 ай бұрын
My visa stock is up 61% and my mastercard is up 20%. The mastercard is a newer position though. I have all kinds of stuff but I’m going to keep them and keep reinvesting the dividends into other stuff. If they don’t go anywhere in the next couple months it’s not a huge loss. The financials still look decent in my opinion.
@photodb
3 ай бұрын
Would have been interested in your take on if social media stocks or ADBE will be effected by the news you covered.
@kfh123
3 ай бұрын
Your thesis goes against Buffett or any valuation. "Everything goes up eventually" is not a strategy. I'm not for waiting for a crash or holding cash forever. But paying a fair price for a great company is not a bad thing.
@seniorkevin
3 ай бұрын
Thats iw hy you are buying the lowewt ones. But still invested.
@TruthSeaker-t6q
3 ай бұрын
What is fair price in age of money printing? Please, let us know, still 7-9 trillion on sidelines, you should wonder if you will ever see fair price again next 10 years.
@cuteidd
3 ай бұрын
H about ARM, PLTR, AVGO, SMCI ?
@60sekundenpolitik
3 ай бұрын
At 11:42 - how did the Cash Grow? If i take 5000 Dollar times 44 Years i get 220.000 Dollars. What do i do wrong here?
@fakealias
3 ай бұрын
Likely a high yield savings account paying a few percent on your cash.
@G3r4pro
3 ай бұрын
Savings account 😂
@G3r4pro
3 ай бұрын
That .01% yield 🚀
@fakealias
3 ай бұрын
@@G3r4pro Most pay 4-5% currently
@Dividendflywheel
3 ай бұрын
The most powerful force in investing is COMPOUNDING THE INTEREST EARNED. There’s no point saving money at 0% interest. Because it looses value to inflation
@cchan353
3 ай бұрын
I need to listen to this on a regular basis, I have a definite psychological barrier to entry right now
@DixieTrixx.
3 ай бұрын
Yes but what about value? Overpaying for something like intel in 2000 was proven to be a bad idea
@BenBring1
3 ай бұрын
Man these last few years are great for new investors. A lot of learning opportunities here.
@_Island_Boy
3 ай бұрын
I noticed you didn't reference Security Analysis book by Warren Buffett. I say this because it's not anchoring bias if you know what you're doing. Please read Security Analysis. Your approach is dollar cost average. I learned from Warren Buffett book and that is value investing. You also didn't mention that for every all time high the market corrected as well for better value
@No.1Phil
3 ай бұрын
Whats going to happen to your portfolio when msft and apples p/e return to anywhere near historical norms.
@rockingmystocks8975
3 ай бұрын
He’ll be buying. Did you watch the video?
@KuyaEscofar
3 ай бұрын
Hey Joseph I just wanna say thank you for making all these videos. I started investing because of you and other investors on KZitem. Could you talk about arm holdings if it’s a good buy or is it too late?
@Diablobuster
3 ай бұрын
Joseph, what is your CAGR? I'd be interested to see what it's been since you started the fund.
@timemanagementisinvesting
3 ай бұрын
Always enjoy your grounded logic. None-the-less, all you really indirectly confirmed is that “the market” being at “all time highs” is a very BROAD, generic statement. Your personal behavior supports it being wise to treat investments on a specific case by case basis, with your “purchases” and “holds” reflecting your “intuition” on whether or not to add to specific positions. I’m not sure whether “intuition” is the best term to use, but since I’ve never heard you mention a view on a specific “valuation” it seems like you synthesize “factors” based off your hunch … which typically has reasonably grounded logic to support it. I suspect your channel is outperforming your equity portfolios and “the market”. Keep entertaining us! - Cheers
@MeBee-fl2ow
3 ай бұрын
Your companies are of course good companies, but they have significant correction potential. Other sectors have significantly more upside. Whether in the health sector (UNH) or the consumer sector (LVMH, ULTA, LULU) I am curious to see how your portfolio will fare over the next 12-24 months compared to the market. Whether the difference will normalize again. No envy. I have many of these stocks and also stocks that have done far too well.
@VhexIsDad
3 ай бұрын
Most of my portfolio has been up over the last month or so with the bull run, but WM and ABBVIE have been great stocks to buy and have had dips that have brought me good gains even during the bull run. And I never look at timing with VOO I just put money in because its historically going to go up by the time I need the money since im only 21.
@lt1148
3 ай бұрын
Why not invest preventively in PUTs of some strategic stocks between October and February?
@aislius9200
3 ай бұрын
you invest by buying tesla stock. Next nvda. I can see how tesla reaches 10T market cap, could you say the same for ANY other company?
@JennaHerberholz
3 ай бұрын
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
@biankabrodeur01
3 ай бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy
@roberttheodoregeorge
3 ай бұрын
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
@aliasname602
3 ай бұрын
What about investing in the biggest caps at all time highs and comprising such a large portion of the indexes? What does historical data say about that? The stated goal of the channel is to surpass the SP 500 index. I wonder is it at a tipping point or will it continue to reward the largest companies. I know the goal is to buy compounders, but want to know the most likely capitalizations at the moment.
@Mr_NB628
3 ай бұрын
ABB - Always Be Buying
@alyssaboertman3609
3 ай бұрын
This is a fantastic video thank you
@tyjameson7404
3 ай бұрын
Why isn’t Joe doubling down on VICI during the discount ? Afuera!
@Coda1850
3 ай бұрын
🤡
@CroncAstronaut
3 ай бұрын
Interesting!
@willthekiller1
3 ай бұрын
Joseph! what about PANW, is that stock in your radar?
@pwatom22
3 ай бұрын
Yes, but, if the PE is unusually high and above 200 day moving average then chances of losing is higher than buying on dips.
@zero_kelvin_
3 ай бұрын
man I love your analysis. just invested 2/3 off what my investable portfolio into the market at the start of the month.🤞🏻
@zero_kelvin_
3 ай бұрын
thinking about buying amd.. what do you guys think?
@Senior-de-la-Vega
3 ай бұрын
So, Joe, what would you recommend to buy now? The market and a lot of businesses at an all time high?
@SjorsTimmer
3 ай бұрын
Index
@manii1088
3 ай бұрын
You ranked Ulta Beauty as S rank was wondering your current thoughts on the company as it’s down ~22% YTD. Are you going to add it to your stocks?
@ФаррухКаримов-ъ6ь
2 ай бұрын
Hello Joseph. Hope you are doing well. Thank you for your video. I noticesld that you sold out of UNP, but in this fresh video - link to your portfolio is still showing UNP in your investment. Can you please resolve it? Thank you so much
@freddiearthur2151
3 ай бұрын
Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️
@Elizabeth-f3t4d
3 ай бұрын
I'm 37 and have been looking for ways to be successful, please how??
@freddiearthur2151
3 ай бұрын
Sure, the investment-advisor that guides me is..
@telwingeorge
3 ай бұрын
Thanks for the video.. that's stats really help. Just a question though, isn't buying under valued stocks counter intuitive to how etfs like spy work which reward momentum. If spy is hard to beat isn't it safer to use the momentum principle in personal investing as wel
@davidmay2294
3 ай бұрын
Very interesting research on only buying at ATH. I also can't help but think once trump gets back in Market will jump. Even tho past research shows that presidential elections play little into markets
@dogelife7901
3 ай бұрын
Trump getting out of wars ahould help. Inflation is here to stay, best to hope for a maintaining of it while people pick up 3rd or 4th jobs.
@Nicebitoftucka
3 ай бұрын
Donny T 2024
@mothjoke
3 ай бұрын
Love your content man, you’ve taught me so much in just a few videos. Thank you for your Work
@paulevans2246
3 ай бұрын
Another great vid. Love your mindset Joseph 👍
@NanoWealthGuy
3 ай бұрын
Curious on your thoughts on CBDC and its potential interactions with companies like Visa and Mastercard.
@Davide1709
3 ай бұрын
My only problem in buying now is that would lower my overall return rate. I have a 20.44% yearly return on 41 months of activity and frankly quite proud of it :)
@hesuperpro6732
2 ай бұрын
"Be fearful when others are greedy, and be greedy when others are fearful".
@vdokurt
3 ай бұрын
Time in market > Timing the market
@ukrainemylove6184
2 ай бұрын
How to hedge the coming bear market ?
@blokheadburley8363
3 ай бұрын
Great video! This will help me invest more going forward
@SantaBarbaraAlberto
3 ай бұрын
Great educational video about cost averaging and long-term investing. Similarly, we look for value before buying and, like it or not, it is a form of timing the market, IMO. Everyone has to decide their margin of safety and price when either starting or adding to a position. First, I hear about Adobe. We like their products and started a position before earnings. It looked like a good entry value. We are not sure how the lawsuit will affect the stock price. It seems to be just fine, but I will keep an eye on it. If true, don't like their practice, as you pointed out. We have the same issue with the power company. We are also long on CRM as it seems like a value buy, so we started a position below 220. The law of averages works in the long term anyway except in divorce or death. LOL!
@fumes02
3 ай бұрын
Hey Joseph, can you please share the source of the bar charts you have used in the video?
@macb3741
3 ай бұрын
I will invest my grandmother entire inheritance account in NVIDIA today because Joseph gave me investment advice. Looking forward to the green candles! Thanks I will be always grateful to you!
@darioc8773
3 ай бұрын
Hi what's the name of Fidelity report?
@tejasvather779
3 ай бұрын
Hi Joseph love your content. Think you're a great investor. I know your very transparent with your portfolio, just wondering if you could share your annualised return since you started investing?
@markarnoldsfinance2765
3 ай бұрын
Good quality companies keep growing during bull and bear markets. It is a mind game and one I have struggled with when companies continuously hit ATH’s and not buying waiting for the “Dip” that never happens.
@glennshoemake4200
3 ай бұрын
Broadcom just beat Eli Lilly as the 9th most valuable US company. How come you don't own Broadcom????
@Ambientlegobuilding
3 ай бұрын
Let’s take some profits
@epbrown01
3 ай бұрын
Please do! We need the tax revenue. ;-)
@cddrive_3449
3 ай бұрын
How to retire in this market: NVDA
@dogelife7901
3 ай бұрын
should have went all in lol
@Dmidnightmachine
3 ай бұрын
this won't age well.... #AIbubble
@TruthSeaker-t6q
3 ай бұрын
@@Dmidnightmachine You never been in a bubble otherwise you wouldn't say this is a bubble, also being in bubble is far different then being at peak of a bubble, which happens usually after 10 years of pure hype and most AI stocks 10x-20x in the meantime.
@adan7182
3 ай бұрын
Small cap etf VIOO, and regional bank etf KRE is what I’ve been buying this year in my 401k
@saranonk
3 ай бұрын
No one can timing the market 👍🏻👍🏻 Anyway, if some stock is going down even if the market is bull, so what about that stock when the market is bear,?
@TruthSeaker-t6q
3 ай бұрын
It will recuperate faster then the rest and have most upside potential when things return to normal.
@theegress3131
3 ай бұрын
Joseph I love your content. I am very curious what your background is. You are like a modern day Warren Buffett at this point.
@plantedtrees4193
3 ай бұрын
Thanks for the video but your actions contradict your arguments. You are not buying your counters which are making ATHs. Anyway the findings you cited refer to indices and not so much for individual stocks?
@Chris-ew9mh
3 ай бұрын
Good info, while I think the all cash scenario is obviously a bad idea, building 5% or 10% cash pile by diverting dividends and some profits from the high flyers that you are overextended in the short term can be beneficial if it allows you to buy similar quality stocks that are in a selloff that might have a better upside left in them. I still would avoid selling winners only to buy lower quality stocks but that's what I'm doing. There are also tax advantaged accounts like IRA, Roth IRA, or HSA that limit how much money you can deposit so selling some stocks or using dividends might be your only option to buy dips on other stocks until the next tax year. 😉
@thomasmckeon2857
3 ай бұрын
Hi Joseph, I've been following you on and off for a while and enjoy your content. You may have talked about this already, but curious about a change in your investment from the early days. Initially you had realty income corps in your portfolio. What are your thoughts on this REIT today? Do you like it as part of a dividend portfolio?
@thomasmckeon2857
3 ай бұрын
@JohnMichael-zs3ft what just happened here. I'm not following your channel. You're not Joseph carlson. I'm scared.
@stephenwrightmusic
3 ай бұрын
Regarding timing the market, trend trading futures over weeks/months is actually fairly easy. I dump the gains from those into my longterm holdings at regular intervals regardless of price though. The Russell can eat a dick though, I can't trade that worth a damn. S&P and Dow are pretty simple though.
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