I Invested $500,000 Into These Stocks

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Joseph Carlson After Hours

Joseph Carlson After Hours

Күн бұрын

Пікірлер: 300
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
Happy Thanksgiving! This is a big episode, it took a bit more time to prepare. If you appreciate the effort hit the thumbs up button and it wouldn't hurt to subscribe to the channel. We're very close to 100k. Hope you have a wonderful week! Join the Patreon today: 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 4,500 members Try it out with a risk-free trial!
@GiulianoGrassi-f6g
@GiulianoGrassi-f6g Жыл бұрын
You are right . But beware of babies that exploit robotic technology like TGL. The latter has created a futuristic platform, completely managed by robotic machines, to manage and maximize the e-commerce earnings of the giant Tik Tok. Virtual machines could soon dominate
@BranislavB-hx9zy
@BranislavB-hx9zy Жыл бұрын
Joseph you stay away from questionable hype companies, that's smart! ✌✌ Greetings from Croatia
@1gerard9
@1gerard9 Жыл бұрын
Thanks!
@arigutman
@arigutman Жыл бұрын
Chipotle is great. Likewise with Costco!
@benjamintran7189
@benjamintran7189 Жыл бұрын
Great content and visibility, Joseph!
@KickinTodlrs
@KickinTodlrs Жыл бұрын
Joe: Yeah 20 years, Steaks will still be peoples go to W.E.F. : Are you sure about that?
@maartenstut9821
@maartenstut9821 Жыл бұрын
Great to see you’re a Depeche Mode fan as well!! Thanks for your contribution to my financial knowledge.
@striperkid
@striperkid Жыл бұрын
You make a compelling argument for reasons to invest in these companies. Nice work.
@viajay
@viajay Жыл бұрын
Fully disagree on "steaks are unhealthy" comment 😛
@junkequation
@junkequation 6 ай бұрын
They aren't as bad as Twinkies, but there's pretty good evidence and general consensus that an optimally healthy diet is Mediterranean style with guidelines for about 4oz per week of red meat. Of course, a million different influencer personalities will tell you as many differentthigs, that carnivore is best, or keto, or Paleo, but the best evidence suggests steak is not particularly good for you, especially served at a steak house that's trying to control costs.
@paulpoco22
@paulpoco22 Жыл бұрын
38:00 what not CNI? Vs CP?
@theresa78201
@theresa78201 Жыл бұрын
High quality! CNBC should invite you to work for them.
@dewaynecampbell9524
@dewaynecampbell9524 Жыл бұрын
You should have jumped into FICO. I bought in about three months ago after seeing one of your investor videos. Up 28% in that time. Just do it!
@mathewwilson9776
@mathewwilson9776 Жыл бұрын
Maybe he is less of a speculator than you are.
@saadatkhan9583
@saadatkhan9583 9 ай бұрын
FICO way better than Moody or SPGI.
@msdinba
@msdinba 6 ай бұрын
Each share is so expensive. I’d be able to own one share…..
@unitedpvp1372
@unitedpvp1372 Жыл бұрын
You should create an ETF/Fund, I'd buy some. The ticker should be something like: JCAR
@keepitraw1
@keepitraw1 Жыл бұрын
You know that’s not an easy thing to do? Only worth it to do it with scale. The finance industry is heavily regulated.
@khuo0219
@khuo0219 Жыл бұрын
I am sure with just a bit of elbow grease you can create a similar allocation, since his portfolio is public and transparent
@seniorkevin
@seniorkevin Жыл бұрын
Actually this can be done on t212 and shared :)
@Integr8byDarts
@Integr8byDarts Жыл бұрын
His passive income portfolio would be very similar to something like SCHD or VIG (dividend growth funds), or quality-tilted ETFs like MOAT or QUAL. It is a good style, but in my opinion, I still think a market weighted portfolio would outperform. There are many risky small/large cap value stocks that are at historic extreme levels of cheapness relative to the high quality growth companies Joseph prefers. A broader market rally would likely see them outperform greatly from here. Quality has done its job of not totally crashing/burning in a bear market, but it also limits upside.
@Dividendflywheel
@Dividendflywheel Жыл бұрын
It’s not difficult look at CGDV SCHG VOO VYM or SCHD
@567Kriss
@567Kriss Жыл бұрын
Joseph, additionally with CMG, the bodybuilding/fitness community firmly believe chipotle provides the cleanest and fastest meal with dense calories
@samual8299
@samual8299 Жыл бұрын
Price to FFO of 11 for VICI is crazy. Guess I’ll buy more
@nstevens81e
@nstevens81e Жыл бұрын
same. I'm already heavy in VICI but these VICI prices are just too good to not buy more
@TortoiseInvesting
@TortoiseInvesting Жыл бұрын
Your portfolio is as you say, bulletproof, I feel your portfolio setup will be market beating for many many years if not decades to come. Awesome stuff as always Joe!
@hoomansv
@hoomansv 9 ай бұрын
This man is a legend
@Rogershijianhui
@Rogershijianhui Жыл бұрын
Happy Thanksgiving! So grateful for the quality content over the years and qultrim software.
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
Happy Late Thanksgiving!
@beatrizpintosoares3650
@beatrizpintosoares3650 Жыл бұрын
Portefolio reviews! One of the favourite videos! 👌
@danielsimard5624
@danielsimard5624 Жыл бұрын
Congratulations for all your knowledge! And success!
@mdmazbahuddin5592
@mdmazbahuddin5592 Жыл бұрын
What do you think about autozone and oreily autoparts?
@johannndsouza
@johannndsouza Жыл бұрын
What is your opinion on American Express and what is its potential growth vs mastercard and visa. Thiers product technically is better imo.
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I think it has a better product but as a company it has one big disadvantage that I have seen. That the ROCE OF AMEX is a lot lower than that of MA and V. And at the end of the day higher consistent ROCE leads to higher long term returns
@TheQUBANQT
@TheQUBANQT Жыл бұрын
Costco was collecting subscription fees before subscription fees were a thing.
@andreaisonline
@andreaisonline Жыл бұрын
Hi Joseph, can you remind me why you sold salesforce?
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I think he didn't like the fact that it's compensation payments to management eat up so much of the free cash flow
@andreaisonline
@andreaisonline Жыл бұрын
@@TheCashFlowCompounder Thank you, yes, you are right! I found the video :)
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
@@andreaisonline No worries! I'm gladdd
@DavydeD
@DavydeD Жыл бұрын
@Joseph, as a long term follower, I think you should combine the 2 portfolios. It doesn't really make sense to have the same stocks (like Apple and MSFT) in 2 different portfolios and "treat them differently" so to speak. My 2 cents :)
@TJR82
@TJR82 Жыл бұрын
I think all companies in passive income portfolio pays dividends. That's one of the key components long term. So two channels and portfolios are fine :)
@TimmyMorinII
@TimmyMorinII Жыл бұрын
Agreed, he should track his performance with his total invested money not just one small portfolio
@DavydeD
@DavydeD Жыл бұрын
@@TJR82 Then why not moving AAPL and MSFT to this portfolio?
@jmcauhy
@jmcauhy Жыл бұрын
This way he can have more content to justify 2 yt channels
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
​@@jmcauhy I don't need two portfolios to justify another youtube channel. I could come up with plenty of content with just one portfolio. The portfolio's are a bit different, Passive Income is up 23% YTD (as of today), Story Fund is up 63% YTD. So the performance and concentration is quite a bit different. The Story Fund right now is going to be decided on Amazon and Netflix Primarily. I think I want to see it through until 2025. In terms of Performance. The Passive Income account did about 2% better than SPY in 2022, YTD Passive Income is up 23% while SPY is up 20% total returns. So it's had slight outperformance over the past two years, but that's not enough time to be statistically significant. The Story Fund was off to a terrible start with a few bad moves on my part. But it's now within 2% of SPY (as of today), and has pretty strong momentum over the past 6 months. Whether I manage these portfolio's separately or together, I can end up calculating the aggregate performance at the end of 2025 to get a better idea.
@dedejensen995
@dedejensen995 Жыл бұрын
Chipotle is also a great place for vegetarians. We love it so much❤
@Smlmusic2650
@Smlmusic2650 Жыл бұрын
I laughed out loud when your refered to steak as unhealthy 😅
@johnpersechini4951
@johnpersechini4951 Жыл бұрын
Been an investor for over 25 years so I’ve seen ups and downs. I don’t like all your investments (the railroads for example) but I really like your strategy and mindset overall and enjoy your videos.
@stevetop5970
@stevetop5970 Жыл бұрын
Why not the railroads?
@jim83213
@jim83213 Жыл бұрын
I keep thinking about following into the railroad idea, but I don’t have any personal knowledge of the industry. It seems logical but I don’t have any personal experience of the business so I I am holding out for now. If the price drops any lower I think I would like to do some serious research of the risks and norms of the industry.
@johnpersechini4951
@johnpersechini4951 Жыл бұрын
@@stevetop5970feels like rails are more of the past. I know they have pricing power and efficiencies over other means of transportation but I don’t see much potential growth in terms of news rails being built. You see abandoned railroads everywhere and people develop that land for residential and commercial use.
@TheDividendInvestorCPA
@TheDividendInvestorCPA Жыл бұрын
Great job - Keep it up buddy 👍
@LZentertainments
@LZentertainments Жыл бұрын
Happy Thanksgiving Joseph. Thanks for all you do. Your portfolio is really awesome, even if it does lack some Broadcom and Tesla.
@thomasnguyen8
@thomasnguyen8 Жыл бұрын
I have both, very impressive companies
@beebee1432
@beebee1432 Жыл бұрын
Top class video by a very clever gentleman and well thought through… he believes in himself and his research. I personally really like this!
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
honestly, the most transparent youtube investor i have found
@detraed8962
@detraed8962 Жыл бұрын
You pick pretty good stocks.
@joegeezly9613
@joegeezly9613 Жыл бұрын
Thanks
@robrah11
@robrah11 Жыл бұрын
@Joseph carlson where do we access the write up you mentioned in this video? Is it on discord ?
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
On the discord in the joes trades channel
@flexjay87
@flexjay87 Жыл бұрын
Interesting and educational information. Have a good Thanksgiving :)
@pault.5241
@pault.5241 Жыл бұрын
Great content. Which app and equipment do u use to create the videos?
@anthonyrasmussen1916
@anthonyrasmussen1916 Жыл бұрын
Happy Thanksgiving everyone!
@holyhandgrenadeofantioch2019
@holyhandgrenadeofantioch2019 Жыл бұрын
I followed you into $SPGI back In October, when the share price was dipping. It’s been a huge winner since then 🏆
@coindrop
@coindrop Жыл бұрын
Hey, great video but something has often puzzled me in your videos. When you show gains from the M1 finance, it says 49% gain in MA for instance, but how does that number make sense when the total invested amount is 65k and gains are 7k?
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I think it's because he has built his position over a long time so M1 Finance bugs out a bit with the percentages
@manunes4598
@manunes4598 Жыл бұрын
Intuit . Love it how blind investors always find excuses why stockbased compensation aren’t that bad . Every year you get diluted but who cares . Instead of getting a dividend you loose everytime and need to hope that the companie still grows to outpace that shit . What happens when grows Stopps is shown at PayPal . On the other hand their are companies like railroads who don’t even grow much but because of moat , high margin and dividend + stock buyback , you earn a lot even with no grows. Now think what would happen to Intuit if they don’t grow 20%+ every year but 9%. While having 4% stock based compensation and 3% inflation . The only people who earn really money in that case are intuit management and workers .
@FabienGeorjon
@FabienGeorjon Жыл бұрын
What do you think about $FSLR ?
@antonshemiakin2088
@antonshemiakin2088 Жыл бұрын
Price matters. P/e 30 is too high to buy
@koufax174
@koufax174 2 ай бұрын
I agree. Steaks are
@jry0511
@jry0511 Жыл бұрын
Love the Depeche Mode shirt.
@erikthegoprofanatic4437
@erikthegoprofanatic4437 Жыл бұрын
After using your style of quantitative analysis. Im liking Ulta and airbnb. What do you think
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I have done the analysis too and Ulta looks great! Not sure about airbnb though, I don't think its ROCE was that high
@JonJon-kx6xl
@JonJon-kx6xl Жыл бұрын
Why would Bing paying apple be ok but Google paying apple is not ok?
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
Bing has 3% market share and google has 91%
@JonJon-kx6xl
@JonJon-kx6xl Жыл бұрын
@@JosephCarlsonAfterHours ok but is the same thing for real like what just give it someone else because it's nit fair for the other person sounds dumb to me still
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
@@JonJon-kx6xl I don't agree with it either, I think Google should win. But that's the DOJ's fault.
@chrstdvd
@chrstdvd Жыл бұрын
I get your strategy up to 1:44in this video, but you used to go for dividend yields and amounts. Now you invest for capital gains and low yield. I recon with your current wealth, you should be doing this strategy. But I am still down in then 20K 😢total invested and practicing your earlier strategies.
@Allen-L-Canada
@Allen-L-Canada Жыл бұрын
he has moved away from dividend focused strategy.
@chrstdvd
@chrstdvd Жыл бұрын
@@Allen-L-Canada yeah, I know. But I am trying to use his current ‘teachings’ in my portfolio to invest in high yield, high risk positions. Working so far.
@KMass95
@KMass95 Жыл бұрын
Please analyse GS, BLK, JPM banks
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
He has said in the past he doesn't like banks! I think its because it is very hard to properly analyze them correctly
@nia5169
@nia5169 9 ай бұрын
When you say we bought into it, are you referring to yourself and your spouse yourself and a team of people? Are you able to clarify that?
@mipi8548
@mipi8548 Жыл бұрын
Great video as usual Joseph! Thanks !
@robertclarkson6064
@robertclarkson6064 Жыл бұрын
Thank you 👍👍👍
@paulfraleigh3629
@paulfraleigh3629 Жыл бұрын
Thanks Joseph. Great content. Talking about diet drugs as a threat to the fast food industry because it suppresses hunger is nonsensical.
@Ea-pb2tu
@Ea-pb2tu Жыл бұрын
I can tell you that Costco hasn’t succeeded here in Sweden at all
@JosephCarlsonAfterHours
@JosephCarlsonAfterHours Жыл бұрын
They opened the first location in Sweden in fall of 2022. Way too early to tell. Costco’s are always low traffic the first few years (outside of China)
@thatpointinlife
@thatpointinlife Жыл бұрын
Does the Costco in Sweden sell Snus and Surströmming?
@Ea-pb2tu
@Ea-pb2tu Жыл бұрын
@@JosephCarlsonAfterHours You know more about Costco than me but the way they have established themselves here just isn’t adapted to Swedish consumers. In order to get to the Costco you need to drive for 30-45 minutes, there’s no subway line going there, etc. I bought a membership just to check it out and was impressed once I got there. But Swedes in the 3 big cities (the only places with a potential market big enough) just don’t like driving far to do their shopping. Maybe Costco will manage to change that habit but it seems doubtful. But I’d like to be proven wrong
@Ea-pb2tu
@Ea-pb2tu Жыл бұрын
@@thatpointinlife there’s a shortage of surströmming right now. It’s a terrible tragedy.
@RoyKent536
@RoyKent536 Жыл бұрын
I’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 47% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place.
@mikesmith-it6bt
@mikesmith-it6bt Жыл бұрын
Amazing well done! Which companies have performed best for you?
@RoyKent536
@RoyKent536 Жыл бұрын
Thanks and all the best on your investing journey. Personally with insights from my advisor I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…
@lindawilson2923
@lindawilson2923 Жыл бұрын
Geez, strong performance in 2023. Congrats! Kick down those Wall Street doors
@jonathanmasson5932
@jonathanmasson5932 Жыл бұрын
I’d say your IA is doing a great job protecting your portfolio. More still impressive as you’re making fortunes in these turbulent times!
@RoyKent536
@RoyKent536 Жыл бұрын
I’d choose expertise any day because finding the right balance between investing and living is very important to me.
@TOTALLYAWESOMECARPET
@TOTALLYAWESOMECARPET 7 ай бұрын
Awesome video thank you for sharing
@davidrenner4291
@davidrenner4291 11 ай бұрын
All of your content is fantastic!
@Thenumbers1g
@Thenumbers1g Жыл бұрын
A major component that I need to know about your portfolio is your avg cost in these stocks yes your portfolio is amazing and your doing amazing but these stocks right now are expensive if I buy these stocks today I would not make the same gains as you I tried to be patient and scroll thru but you only showed the company’s financials not your avg cost you showed how much you owned which is good but not knowing what price you got in on these stocks is kinda dangerous for someone just watching your videos without knowledge of price is everything can you please help
@Codiea
@Codiea Жыл бұрын
I don’t understand why you think you can match the returns of another investors portfolio. If you’re trying to copy another’s portfolio then you will always be behind, if you make your own investments, you may achieve higher returns than another investor. But by definition you can’t really keep up with anyone if you’re choosing to follow. You really can only outperform or underperform.
@kp1242
@kp1242 Жыл бұрын
He says he is holding on some of these company's meaning he isn't buying more right now because everything is kinda expensive. The railroads and maybe vici are the only fair/under valued from his port. Trust your gut you were right to think everything is expensive. I'm DCA into a couple etf's and just building my cash for a couple months at a time waiting for a price to fall.
@Thenumbers1g
@Thenumbers1g Жыл бұрын
@@Codieanot wanting to copy any investor just trying to learn smart investors thought process on price targets of very good companies I’ve bought way to high on really good companies and my research is correct but learning intrinsic values of companies is important to me my portfolio is very small like 9 tho and gains are ok but but nothing over 100 bucks and only one in the red but only 2 dollars so I believe I bought to high none of these companies are in my portfolio but I’m still learning and it would be very useful to see ok he bought that stock at like 90 a share well it’s 400 now so ok he had to wait really long time for a pullback what made him say 90 was ok to get into that stock and why 90 was a good price and was ok with that price
@Thenumbers1g
@Thenumbers1g Жыл бұрын
@@kp1242 thanks buddy I will trust my instincts 👍
@adamspecs9799
@adamspecs9799 Жыл бұрын
@@Thenumbers1g Do not trust your instincts . learn how to trade with discipline. Joseph took two years to acquire 475K to invest it’s all down to discipline and investment goals. Start from the beginning
@blaquopaque
@blaquopaque Жыл бұрын
80% equities 20% cash. I plan to take advantage of the next market downturn where s&p 500 will drop below 15%, the issue is how to properly allocate a $1m stock/bond ratio for steady gains, yet indicators are playing a trick on us with the ongoing rally.
@nishantpillai7790
@nishantpillai7790 Жыл бұрын
Please also cover other stocks based on demand. This feels like it’s getting repetitive.
@fernm1061
@fernm1061 Жыл бұрын
great episode, one of a kind youtuber.
@thecapone45
@thecapone45 Жыл бұрын
Awesome video. I like your longer videos so I can just settle back and listen. Great analysis on your holdings.
@jojabee3
@jojabee3 Жыл бұрын
Omg, Joseph! I just noticed that you are wearing the exact same Depeche Mode hoody that I am wearing right now. Awesome!! I can’t stop wearing it, as it is so damn comfortable. 😎
@swaep114
@swaep114 Жыл бұрын
Best of Skills on your investments.. . Long-term = Wealth Creation. AI sector stocks keep beating on Earnings and delivering the Gains. * SOUN.. 35 % month.. SoundHound. $ 342 mil in Backlogs/ 219 Institutional Investors..* BBAI 38 % mth...* NVDA Up 16 % mth...* IDAI Up 12 % mth...* PLTR Up 26 % mth.. Thumbs UP video / comments... Thanks.
@EliaHanzík
@EliaHanzík Жыл бұрын
What do you think about Realty Income (O)? I think it has potential in the future
@yankeedoodle6293
@yankeedoodle6293 Жыл бұрын
Only issue I have with $CP is, they overpaid for their acquisition. Not sure I’d buy at these levels
@MrWetube87
@MrWetube87 Жыл бұрын
Great content Joseph. Happy thanksgiving!
@adampollock5972
@adampollock5972 Жыл бұрын
Why did you invest in cp stock if their dividend doesnt grow consistently year after year
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I think he's in it for the growth potential instead of the dividend
@TJR82
@TJR82 Жыл бұрын
Nice Depeche Mode shirt instead of always Nike 🫡
@marinikc8780
@marinikc8780 Жыл бұрын
super portfolio! if you'd consider a health company, which would it be: UNH, ISRG, MTD, TMO, NVO, LLY or other? i think UNH and TMO are good candidates (i have them in my portfolio) and i'd like to add ISRG, at a lower price...!
@TheCashFlowCompounder
@TheCashFlowCompounder Жыл бұрын
I analyzed UNH recently and the only problem I saw is that it's ROCE is not as big as the one I'm looking for. But the valuation and fundamentals look great!
@DistractedDaisy
@DistractedDaisy Жыл бұрын
Good insight on ozempic😂😂😂
@brianbirnbaum9760
@brianbirnbaum9760 4 ай бұрын
10. Employees is not even close to midmarket. A small business is up to one or even several hundred employees.
@christianb3563
@christianb3563 Жыл бұрын
Joseph I think you should structure these PowerPoint type videos so your face cam doesn’t block some of the words. I see you move the face cam a few times but it would be better if it were out of the way entirely. Love your videos keep it up 👍🏻
@alexruchti3161
@alexruchti3161 10 ай бұрын
I love Intuit as company but the SBC cuts the cashflow by 40% which is a hard pass for me.
@kyleredfearn96
@kyleredfearn96 Жыл бұрын
Dope t-shirt!
@marlene_orja
@marlene_orja Жыл бұрын
S&P 500 is Up and will do better in 2024, as indicators for profits continue to improve, making investors like me believe that “Santa has come early” to the markets. How to boost a $250k portfolio in order to achieve 7-figures would be appreciated, I only have 5 years to retirement.
@fromthebirchwood
@fromthebirchwood Жыл бұрын
wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisr please, if you dont mind me asking? in dire need of asset allocation
@fromthebirchwood
@fromthebirchwood Жыл бұрын
thanks for putting this out, just found the official site of Theresa Leigh Detrick after inputting her full name on my browser, she is valid
@iamkkk7889
@iamkkk7889 Жыл бұрын
How long you been investing?
@epbrown01
@epbrown01 Жыл бұрын
It says the portfolio started December 17, 2017 on the screen under Current Value.
@iamkkk7889
@iamkkk7889 Жыл бұрын
@@epbrown01 the question is how long he is into investing
@Dividendflywheel
@Dividendflywheel Жыл бұрын
Was curious so I crunched some numbers assuming a Starting principal of $500k with monthly investment of $3000. Using the average annual return of the S&P 500 of 10%. Portfolio value in 20 years is around $5.5 million Assuming monthly investment of $2000 Portfolio value in 20 years $4.8 million At a savings rate of $1000 per month the portfolio grows to $4 million in 20 years Congratulations you have done the HEAVY LIFTING EARLY. Compounding will do the rest Stay Hungry
@mathewwilson9776
@mathewwilson9776 Жыл бұрын
The sp500 is trading at 25x earnings, his holdings trade at >30x earnings, rates are high and the only reason gdp doesn’t contract is perpetual debt issuance. Good look getting that 10% in this environment. I think you can consider yourself fortunate if the sp500 is higher than it is today 10 years down the road.
@владши-о8з
@владши-о8з Жыл бұрын
Thanks
@DanetteAguilar01
@DanetteAguilar01 Жыл бұрын
"Thanks bud for keeping us financially Educated! Regardless of how bad it gets on the economy, I still make huge profits every single week, I was able to build a big income stream investing with Mrs Louise O'Brien
@elfrenavilas.
@elfrenavilas. Жыл бұрын
I'm surprised you know her too. I've been making a lot of profits investing with her for a few months now.
@JoelConger
@JoelConger Жыл бұрын
Mrs Louise changed my life because of her huge profits I got from investing with her.
@Marizapatty.
@Marizapatty. Жыл бұрын
You invest with Mrs Louise too? Wow that woman has been a blessing to me and my family.
@Hamilton01
@Hamilton01 Жыл бұрын
I was skeptical at first until I decided to try. It's huge returns is awesome! I can't say much.
@DanetteAguilar01
@DanetteAguilar01 Жыл бұрын
SHE IS ON TELE GRAM 💯
@bartonhubbard8285
@bartonhubbard8285 Жыл бұрын
Impressive original analysis Joseph. Have you considered AXP for your passive portfolio? I have both AXP and MC but like AXP at its current stock price better. I also like CNI over CP right now ( I hold CP and UNP but recently initiated a position in CNI). The AAPL/MSFT/GOOG antitrust regulatory issues are tricky as you note, so it's probably best to invest in all three, which has been my approach (I like GOOG best, and am overweight in it relative to MSFT and AAPL).
@charleskoftan2079
@charleskoftan2079 Жыл бұрын
i am subscribed what is your average return over the past 20 years or less?
@dareeltoro6681
@dareeltoro6681 8 ай бұрын
2 years ago you sold MA and V and you had a very negative bearish view on them, interesting
@kenkoh6827
@kenkoh6827 Жыл бұрын
Always get investment idea from Joseph 🎉
@georgeh.5126
@georgeh.5126 Жыл бұрын
Please more videos on the GDP, bond market, CPI, and options are needed. It's imperative to hedge in this market. I'm trying to diversify my portfolio among several assets such as stocks and bonds since this can protect my $750k retirement portfolio. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
@fredm1
@fredm1 Жыл бұрын
Just try to diversify your portfolio to other market sectors, that way your investment is balanced and you don’t get to make so much losses.
@debwes1
@debwes1 Жыл бұрын
@josephbush Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
@josephbush
@josephbush Жыл бұрын
@debwes Heather Lee Larioni is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.
@debwes1
@debwes1 Жыл бұрын
@josephbush Thank you for this. I'm gonna check her out and try to reach her. I hope she gets back to me before my portfolio is completely gone.
@organic3132
@organic3132 Жыл бұрын
Subscribed 👍
@JeetSTDot
@JeetSTDot 8 ай бұрын
@josephcarlsonafterhours thank you for the education videos. Can you please do a comparison video between SPGI vs NDAQ. Thank you.
@allanmccullough8550
@allanmccullough8550 10 ай бұрын
Steak is one of the healthiest foods you can eat, nothing unhealthy about it.
@karthikanil5261
@karthikanil5261 2 ай бұрын
Except it could result in colon cancer under specific circumstances. Not entirely sure about it but heard about it from someone who did research on it. Feel free to look it up :) I can be wrong.
@glenbray8901
@glenbray8901 Жыл бұрын
Enjoyed the informative episode. I own quite a few of the stocks mentioned. Have been looking at CP quite intensely for last month or so. MA is my largest holding with V to a lesser degree. UNH, MSFT, AAPL and some INTU. Then Pharma stocks and the rest of other types of dividend bearing stocks as well as increasing VICI as of late as I agree. Well presented vid. I may not always agree, but opinions are greatly appreciated. Considering joining Patreon for your Qualtrim as looks to be a good bundle of info to explore with. Again, thanks
@Coda1850
@Coda1850 Жыл бұрын
Nice "dividend" portfolio.
@davidcherve
@davidcherve Жыл бұрын
Thought you have Amazon and Google...maybe on the other portfolio/channel?
@mitchrils
@mitchrils Жыл бұрын
It’s in his ‘Story Fund’ portfolio, this video specifically covers his ‘passive income’ portfolio.
@SantaBarbaraAlberto
@SantaBarbaraAlberto Жыл бұрын
Hello Joseph! Thank you for your videos. They have challenged my assumptions and understanding. Even with all the knowledge in the world, sometimes you win, and sometimes you learn. Mostly because the world is random and 100% probability can fail. Lessons learned. Got to comments for you. One, yes, it is doable to beat the S&P 500, but most people don't have the financial structure or cash position to take the level of risk, IMO. There is nothing wrong with market returns as you, as well as Buffett, have stated. Second, I looked in the CP balance sheet to see if there is an opportunity there. Definitely, the price is under the 200-day moving average, and the dividend as well as forward earnings look promising. My concern is and sort of a rule of thumb for me, not to invest in companies with high debt to free cash. Free cash was around 500M, and debt was over 2B. Highly leverage even if they execute perfectly. That's my take. Thanks for the videos and commentary. PS. I am a career systems engineer, so we hate software engineers. 😂😅😊
@falsificationism
@falsificationism Жыл бұрын
The steak industry wouldn’t exist without massive subsidies. There’s some unacknowledged legislative risk with the steakhouse. Obvious legislative risk in Intuit and the railroads as well. Great picks and reasoning overall though!
@falsificationism
@falsificationism Жыл бұрын
I think the railroads thesis is actually profound in a way, too. Steel-on-steel is INHERENTLY more efficient than tires on tar, but we subsidize the heck out of fossil fuels and car-based infrastructure. Those subsidies will (and must) eventually go away. And when they do, rail is an obvious beneficiary; it’s a call option on a “greener future.”
@bardoomguy
@bardoomguy Жыл бұрын
No wonder Adobe is doing so well when they can get away with charging $50 a month for something like Premiere. Should be $10 or less
@sandeshburada1
@sandeshburada1 Жыл бұрын
Joseph, when will you do a single course for investors to learn the fundamentals and technical analysis from zero to hundred?
@wkdravenna
@wkdravenna Жыл бұрын
sad where i live now I can't drive to a Texas Roadhouse. 😢 but i still have some shares.
@Danzo1212
@Danzo1212 Жыл бұрын
I have never met someone who has had mexican food including me but hey i live in England no mexicans here. i dont like chipotle stock simply because i see better expansion in starbucks china
@Dividendflywheel
@Dividendflywheel Жыл бұрын
Pamper your tastebuds authentic Mexican cuisine that uses “mole” is an indescribable sensory over load
@mattstofko7797
@mattstofko7797 Жыл бұрын
The Chipotle restaurants in my area, (Northern Virginia) stopped offering steak as a selection around 2 yrs ago and that's when I stopped going, but a few months ago I went back in and noticed that the Steak was back on the menu. so now I'm wondering why the changes?
@saikrishnas4117
@saikrishnas4117 9 ай бұрын
Video received from you are several months old rather latest videos. What could be reason....
@pw9522
@pw9522 Жыл бұрын
Wow masterpiece
@lez075
@lez075 Жыл бұрын
Have you outperformed the sp500?
@ragulsiddarth705
@ragulsiddarth705 Жыл бұрын
Joseph love your content. In india 🇮🇳 UPI mode.of payments appears to be beating visa.and mastercard. It also appears to have a growing global reach and probably a visible threat to visa and mastercard. Your thoughts.....UPI is totally FREE OF CHARGES TOO
@hyperhippyhippohopper
@hyperhippyhippohopper Жыл бұрын
Free of charge.... well that sounds like a profitable business.
@ragulsiddarth705
@ragulsiddarth705 Жыл бұрын
@@hyperhippyhippohopper Yes, UPI (Unified Payments Interface) transactions are free of charge for individuals making personal transactions. This means you can send and receive money, make payments to merchants, and pay bills without incurring any fees. However, there may be charges for transactions made using prepaid payment instruments (PPIs), such as mobile wallets, above a certain amount. These charges are typically borne by the merchant, not the customer. The reason why UPI transactions are free is because the National Payments Corporation of India (NPCI), which operates the UPI platform, has subsidized the cost of transactions. This has been done to encourage adoption of UPI and to make digital payments more accessible to everyone.
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