Great video as always! I think your reasoning around Tesla's priced-in valuation and Uber is perfect, the market is too decided here which is irrational in my opinion. I think Uber's outcome will ultimately depend on the outcome of the robotaxi market and how "technology open" that market will be. For example, if Google's Waymo will have to compete for market share and decide to cooperate with platforms like Uber in a larger scale, this could be a massive win for Uber. However, if Tesla becomes the defacto robotaxi monopol, like many in the market seem to believe, this will be a massive threat for Uber. However, when I currently look into the data of actual rides, I don't see this vision as clearly as the market seems to do. Plus Uber's valuation is very attractive.
@Lightningkuriboh4 сағат бұрын
Tesla robotaxis we’re promised to us 6 years ago. Lol waymo is way more of a threat and currently works with Uber. 😊
@tribalypredisposedСағат бұрын
Tesla STARTED working on FSD in 2016, and Musk said he thought by sometime in 2018 a Tesla using FSD would be able to autonomously drive across the country. That was not a promise of robo taxis in 2018, as a car can drive across the country on highways and highways are much easier than city driving. Yes, and that was way too optimistic, but Musk would never have started SpaceX or invested in Tesla if he was not one of the most insanely optimistic people alive. Tesla V13, watch the videos. Way superior to Waymo, driving difficult high traffic roundabouts, driving on snow covered dirt roads, etc. Waymo cannot drive in snow conditions, LIDAR laser beams go everywhere when they hit a snowflake, can only do one lane roundabouts, cannot drive on the highway, cannot do difficult unprotected left turns… Waymo is no threat at all, their costs are so high they lose enormous amounts while charging the same prices as Uber. But Tesla will charge much lower prices, so everyone will immediately abandon Uber when Tesla robo taxis arrive. Which anyone watching a V13 video knows will be very soon.
@eplugplay84094 сағат бұрын
oh my, grave mistake. Tesla is going to bankrupt uber.
@TheDividendAristocrat4 сағат бұрын
@@eplugplay8409 Possibly. Time will tell :)
@eplugplay84093 сағат бұрын
@@TheDividendAristocrat I use my FSD everyday, don't even drive to and from work already. V13 is going to be amazing 5-10x even better. Get ready for Tesla robotaxi in 2025 with the first approval in some major city and with Elon and Trump buddies, regulation will be no problem and federalization of an approval like the FAA for FSD for all 50 states in one go!
@tribalypredisposed2 сағат бұрын
Maybe he feels bad that he has money and wants to lose it all? Otherwise no idea what could possibly motivate him to sell the winner and buy the loser about to be disrupted and bankrupted by the winner?
@apemaster69762 сағат бұрын
Elon gobbler take
@Dividendology9 сағат бұрын
Great update! Thanks for sharing! Also, just sent you an email! :)
@jamieproto774914 сағат бұрын
Do you think this decision is gonna be good for you in the long term, or is it going to be UBER good?
@TheDividendAristocrat14 сағат бұрын
@@jamieproto7749 Haha i’m hoping Uber good
@TheDividendAristocrat16 сағат бұрын
Let me know your thoughts on the Uber buy 👇 StockIntent 📊: www.stockintent.com?aff=r458k Patreon (Free Future Value Calculator)👉: www.patreon.com/c/TheDividendAristocrat
@tribalypredisposed2 сағат бұрын
I think it is insane, probably the worst possible choice to sell Tesla to buy Uber. All the Uber insiders are selling, tens of millions worth of Uber stock sold by the CEO alone, none are buying, but you know better? Meanwhile Elon Musk is predicting a 3x or more will happen soon for Tesla stock. But you know better? Musk says Tesla now has “a clear path to dominance.” Is that a sell signal to you? Tesla will have robo taxis VERY soon, anyone who has watched a V13 video sees it, and Tesla robo taxis will be far less expensive than getting an Uber, plus no driver, plus watch videos or play video games on your trip, or listen to Spotify or whatever. Uber will simply be crushed, Tesla will own the taxi market and the taxi market be ten times the current size because prices be so much lower. Waymo will die too. GM saw V13 videos and pulled the plug on Cruise almost immediately. Seriously, if you want to lose all of your money, you did the right thing. If you to 10x your money, then you need to sell Uber and get back into Tesla.
@Stock-Trekker0116 сағат бұрын
Congrats on your Tesla sell🎉🎉🎉🎉
@TheDividendAristocrat16 сағат бұрын
Thanks! I take it you agree with the move?
@johnstewart52214 күн бұрын
I’m hoping to buy Costco and FICO in 2025. Planning on selling JNJ
@TheDividendAristocrat3 күн бұрын
@@johnstewart5221 Those are some strong companies. I get the JNJ sell though, assuming it’s not meeting your growth expectations
@johnstewart52214 күн бұрын
Lmao i thought u were serious about the first 3 companies 😅.
@TheDividendAristocrat3 күн бұрын
@@johnstewart5221 haha nahhh
@OwpunRiplys6 күн бұрын
I can’t believe this is the end of year already and I have investment goals I haven’t achieved yet. I hear people talk about a bull run in the financial market and I just recently sold a home. Do you suggest I utilize a financial advisor on stocks to buy, or can I do it on my own?
@EenvesTmawni6 күн бұрын
its just like asking if you should self-medicate, of course it’s always better to consult a doctor, so yes it’s a good idea to seek financial advise if you think you need guidance
@jamieproto77496 күн бұрын
How long have you been considering selling Ford?
@TheDividendAristocrat5 күн бұрын
like 2 years lol
@jamieproto77494 күн бұрын
@ what’s been holding you back?
@TheDividendAristocrat3 күн бұрын
@@jamieproto7749 indecisiveness lol. it’s such a small position that i can never decide if it’s worth selling
@Stock-Trekker017 күн бұрын
I agree with the Ford sell, I dumped all my Ford 😂 after they had 2 bad quarters in a row and had guidance that was not the best for the future 😢
@TheDividendAristocrat5 күн бұрын
Yah wish i would’ve dumped them sooner
@TheDividendAristocrat7 күн бұрын
What stocks are you planning on buying and selling in 2025? StockIntent 📊: www.stockintent.com?aff=r458k Patreon (Free Future Value Calculator)👉: www.patreon.com/c/TheDividendAristocrat
@dreamarup8 күн бұрын
Thank you for your response
@peyton6-_-37312 күн бұрын
I have a question, why do you invest in individual dividends rather than investing in a broad dividend etf? I am just curious to the potential benefits of doing it this way
@TheDividendAristocrat8 күн бұрын
Hi Peyton! Technically 50% of my portfolio is in broad ETFs. Both pay a dividend, though I am assuming my holding in SCHD would be more the type of dividend ETF you are referring to. The other 50% of my portfolio is in individual stocks. There are a couple reasons for this, but one is that I like more control. Two, I find it enjoyable investing in individual companies. Three, I hold my core 50% in ETFs for the foundation/stability in performance, but the other 50% gives me an opportunity to slightly outperform (or underperform) the benchmark indices. Let me know if you have more questions! My Entire Portfolio Breakdown: kzbin.info/www/bejne/r4qvnpZvoNajf8kfeature=shared
@johnstewart522113 күн бұрын
O dividend plus LOW and then some smaller ones
@TheDividendAristocrat13 күн бұрын
Nice, you hold HD as well?
@reelaxtins13 күн бұрын
Where can I get this sheet? Tank you
@TheDividendAristocrat13 күн бұрын
@@reelaxtins Hi, hoping to make more of it available soon, still working on it! In the meantime I am giving away the future value calculator sheet for free on my Patreon if you want to give that a try!
@dreamarup14 күн бұрын
Hi, I would like to thank you for coming up with a video tutorial like this one. In fact, I have been looking for a spreadsheet like this one. Could you please explain more elaborately how you came up with this formula? It will be appreciated. Many many thanks!
@TheDividendAristocrat8 күн бұрын
Thanks for the support! I came up with the formulas myself based on general formulas for total return etc. I used tools such as marketbeat: www.marketbeat.com/dividends/calculator/ as well to develop my own calculator. If you have any recommendations definitely let me know! Also, if you want to download a version for yourself, check out my Patreon, I am giving away the calculator for free until the end of the year! www.patreon.com/c/TheDividendAristocrat
@jamieproto774914 күн бұрын
Invested in Elevance Health recently, the stock price was down so I thought it was a good time to get some shares
@PThippo14 күн бұрын
Really hoping the stock price dips further
@TheDividendAristocrat13 күн бұрын
@@PThippo Same here 😈
@PThippo14 күн бұрын
Got my dividends from PG, O, and AAPL! No more SBUX unfortunately, sold out a bit ago
@TheDividendAristocrat13 күн бұрын
@@PThippo nice, understandable about SBUX, it’s been going through some tough times and trading at high valuations
@TheDividendAristocrat14 күн бұрын
What dividends did you all get in November? StockIntent 📊: www.stockintent.com?aff=r458k Patreon (Free Future Value Calculator)👉: www.patreon.com/c/TheDividendAristocrat
@PThippo14 күн бұрын
I suggest you post updates on your buys/sells on patreon
@TheDividendAristocrat13 күн бұрын
@ Thanks I can definitely start incorporating that
@defense-dad20 күн бұрын
Personally, I am buying target and price is below $130
@TheDividendAristocrat20 күн бұрын
Crazy how quickly it has been recovering this week, already back over 130/share. Only a 2% position of mine
@defense-dad20 күн бұрын
I’m always picking up a few shares of Google when it is nearing the $165 mark
@TheDividendAristocrat20 күн бұрын
Nice! What's your position looking like if you don't mind sharing?
@defense-dad20 күн бұрын
I’m always picking up a few shares of Google when it is nearing the $165 mark
@johnstewart522120 күн бұрын
great video. i’m going to hold off an Google, I prefer to save that money to buy more Apple shares if they dip. in terms of target, i think you should wait for a larger dip. that’s just me though 🤷♀️
@TheDividendAristocrat20 күн бұрын
Fair enough, I'm going to hold off on target, especially since the stock price has been climbing, i'm happy with my position as is. Definitely hoping Apple has a correction at some point but who knows anymore lol
@AlanJaison120 күн бұрын
I have currently got 10% of my portfolio in google, My my largest being netflix at 15%. I'm not sure if I should increase this position alot more as chrome split + regulation + chatgpt might affect search volume and thus ad revenue I feel like there will be alot of uncertainty in this stock until this issue is resolved. There is alot more business coming into google cloud + alot of companies now looking at gemini and other AI tools from google too. can be a catalyst for growth. (more spend on google cloud) I'm going to add to this google position, assuming even if there is a bad verdict other growth areas will lift the stock in the long term with more predictability. But generally not buying much in this hot market
@Neilo2x21 күн бұрын
Why diversify so much? You might as well just pour more money into voo,schd and another etf, of your liking. Good video by the way.
@TheDividendAristocrat20 күн бұрын
Thanks for the feedback! Tbh, I did not originally intend to diversify this much. Originally, I only owned VOO, then SCHD, and then I started buying individual positions. I meant for the individual positions to form a sort of "ETF" by themselves, so diversified a decent amount but have since been working on consolidating my holdings. This year, I sold both UNP and KO, deciding that the money is better put elsewhere into SCHD or an individual holding. I still have plans to sell more holdings including F, MMM, INTC, and potentially LOW or HD (I don't think I am getting much benefit from holding both since they are so similar). Another reason I picked up so many individual holdings is because I tend to buy the individual stocks on dips, but of course not all companies dip at the same time. That is why I just added BAH for example, even though I would ideally prefer to not open more new positions. In case you are interested: UNP Sell: kzbin.info/www/bejne/m5rMn3R4pb-Gpacfeature=shared KO Sell: kzbin.info/www/bejne/sIGtcqKmrKiaackfeature=shared
@Neilo2x20 күн бұрын
@TheDividendAristocrat ye I get it, hopefully you don't sell these stocks for a loss, plus depending on how long you held you might have to pay more in taxes.
@TheDividendAristocrat20 күн бұрын
@@Neilo2x yah sold both UNP and KO for a nice gain, and held for more than a year so it will be taxed as long term capital gain. Not in a rush to sell other companies so will just decide when it feels right
@Neilo2x20 күн бұрын
@@TheDividendAristocrat nice
@Stock-Trekker0121 күн бұрын
I think that is behind the 8 ball as compared to Wmt. I have invested in Wmt for about 6 months now and am up over 30 percent. Looking to sell some shares when it hits 100 a share.
@TheDividendAristocrat21 күн бұрын
You think? I agree that there’s a lot of uncertainty with Google, but the company is doing well in terms of fundamentals. WMT has definitely been on a good run, but trades very rich so we’ll have to see how long they can sustain it.
@Stock-Trekker0121 күн бұрын
@TheDividendAristocrat I think Q4 will tell the tale for all of retail. TGT will have to make a change to turnaround before Q1 2025.
@jamieproto774921 күн бұрын
I’m not going to buy google right now
@TheDividendAristocrat21 күн бұрын
@@jamieproto7749 why not 😂
@jamieproto774921 күн бұрын
@@TheDividendAristocratI’ve hit my investment goal for the year and I need to save some money so I’ve decided not to invest more this year
@TheDividendAristocrat21 күн бұрын
@ That’s awesome congrats! Guess i’ll have to wait until the new year to hear some portfolio updates from u
@TheDividendAristocrat21 күн бұрын
Are you buying Google on the dip? StockIntent 📊: www.stockintent.com?aff=r458k Patreon (Free Future Value Calculator)👉: www.patreon.com/c/TheDividendAristocrat
@StockIntentApp18 күн бұрын
Google is my largest holding, around 20% of my portfolio. I was lucky to buy below $100 a year ago and plan to compound it over time. The recent DOJ troubles feel like a great opportunity to add more, just like you did. As for Target, while the valuation is appealing, I think it lacks quality and a clear turnaround catalyst. Being close to eCommerce in my work, I see the future as ad-driven, where Amazon and Walmart are outpacing Target in advertising dollars. This will allow them to squeeze Target even further. It's hard to justify investing in Target when wonderful businesses like Google, Booking, or ASML are coming down in price recently for me personally.
@TheDividendAristocrat18 күн бұрын
@@StockIntentApp Nice! Do you only hold individual stocks? Do you have a limit to how much you are willing to allocate to an individual position? I started my Google position with a cost basis of $95.21/share, really wish I loaded up on more back then 😂. Would love to see an even bigger pullback in share price now, but still seems worthwhile to add to my position at current prices. You make a good point on Target, definitely will have to take that into consideration.
@PThippo14 күн бұрын
Yes, I bought some! Hoping it dips more
@StockIntentApp12 күн бұрын
@@TheDividendAristocrat Yes, I mostly do individual stocks. Around 90% of my portfolio are individual stocks. I don't have a limit on how much a single position can take over, especially when they are of the quality of Google. I once read a great piece of content from Pat Dorsey that showed epmirically that after 12 stocks you tend to loose diversification effects exponentially. I try to basically find 10-15 great bets at any point of time - so very picky!
@PThippo25 күн бұрын
I'm thinking of buying target on the dip what you think?
@TheDividendAristocrat23 күн бұрын
I've been considering the same thing.. personally im gonna wait a bit longer since it's above my cost basis still
@PThippo25 күн бұрын
Huge buy! Not bad, company has definitely been strong so far
@TheDividendAristocrat23 күн бұрын
Yup, hoping they continue to do well!
@johnstewart522127 күн бұрын
Cool company. Would be nice to see you do a video on GD, LMT, NOC etc. I like the defense companies
@TheDividendAristocrat26 күн бұрын
On my list!
@johnstewart522127 күн бұрын
btw your link in the description isn’t formatted properly
@TheDividendAristocrat26 күн бұрын
Thanks, please use the link in the pinned comment for the time being
@StockIntentApp28 күн бұрын
A very interesting company in my opinion! Amazing returns on capital considering the margins. If they are able to expand margins as they scale this could be a great compounder for years to come. A bit painful to see dividend payouts at these level of capital returns though! However, it is only a small amount they seem to be able to afford easily. On to the watchlist with this one ;)
@TheDividendAristocrat28 күн бұрын
Completely agree with you. Unfortunately, their margins are unlikely to increase significantly since a large portion of their business is contract work for the Department of Defense :/ The government tends to limit the margins on their work, since it is technically tax payer dollars that are used for it. I definitely wish that they had a lower dividend, since at their size I think the capital could be better allocated elsewhere but oh well.
@TheDividendAristocrat28 күн бұрын
Have you been picking up any stocks on the dip? StockIntent 📊: www.stockintent.com?aff=r458k Patreon (Free Future Value Calculator)👉: www.patreon.com/c/TheDividendAristocrat
@johnstewart522127 күн бұрын
thinking of adding BAH as well. thanks for the video
@jamieproto774928 күн бұрын
I just purchased elevance and I’m considering purchasing more since the price is still trending downward
@TheDividendAristocrat28 күн бұрын
Nice buy! I was going to start a position but i’m already heavily weighted in UnitedHealth. Definitely DCA down if it keeps dipping
@jamieproto774928 күн бұрын
@ I think I’ll definitely be buying more, I just want to see the price tomorrow when the market opens
@TheDividendAristocrat28 күн бұрын
@@jamieproto7749 makes sense!
@kurniawanms228 күн бұрын
@@TheDividendAristocrat I usually buy the top 2 leaders in their industry. I have MA and V. I have LOW & HD. I have RTX and LMT. I also have UNH and ELV
@TheDividendAristocrat28 күн бұрын
@@kurniawanms2 I used to do the same. For example I own V/MA, LOW/HD, GD/NOC but I have been wanting to consolidate my holdings. Also, if I added ELV now I would be very overweight into healthcare/insurance but I've definitely been considering it.
@PThippoАй бұрын
Congrats man, definitely not jealous (bit jealous 🥲)
@TheDividendAristocrat29 күн бұрын
haha that's how i feel about the youtubers with the 200k+ accounts man
@PThippo25 күн бұрын
@@TheDividendAristocrat fr they wildin
@johnstewart5221Ай бұрын
I’m at almost 27% total return. I dollar cost average usually so that brings my return down
@TheDividendAristocratАй бұрын
Nice! I need to start to DCA into my positions as well
@jamieproto7749Ай бұрын
My total return so far is around 25%
@johnstewart5221Ай бұрын
nice 👍
@TheDividendAristocratАй бұрын
🥳
@jamieproto7749Ай бұрын
I didn’t even realize you could make a free tier on patreon, I definitely need to check that out!
@TheDividendAristocratАй бұрын
Let me know what you think!
@TheDividendAristocratАй бұрын
Thanks again for all the support so far! Join my NEW Patreon to get your own Future Value Calculator for FREE: www.patreon.com/c/TheDividendAristocrat
@johnstewart5221Ай бұрын
Thanks, looking forward to seeing what else you offer!
@PThippoАй бұрын
you da 🐐
@IDarKVorteXXOfficialАй бұрын
Can we get a link to the spreadsheet please?
@TheDividendAristocratАй бұрын
@@IDarKVorteXXOfficial Working on that! I plan on providing some updates in my next video
@emmanuellora4362Ай бұрын
Can you share your spreedsheet please, looks pretty nice 😊
@TheDividendAristocratАй бұрын
@@emmanuellora4362 Working on that, so hopefully by the new year ! I plan on providing some updates in my next video
@thedailydough1Ай бұрын
I don’t hold either, but have been seriously considering adding them to my portfolio Great video!
@TheDividendAristocratАй бұрын
Thanks! Definitely look into it, I have been very happy with holding them myself