I'm Buying These 3 Compounding Machines

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Joseph Carlson

Joseph Carlson

Күн бұрын

Пікірлер: 413
@JosephCarlsonShow
@JosephCarlsonShow 4 ай бұрын
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.
@andysol2002
@andysol2002 4 ай бұрын
Does Qualtrim have a trial period? I signed up and the charts doesnt load. Also are the qualitative metrics limited to only your stocks?
@JosephCarlsonShow
@JosephCarlsonShow 4 ай бұрын
If the charts don’t load it’s because Qualtrim is not properly linked to your patreon account. You can link it by clicking “subscribe” on the menu. If that doesn’t work send me a message on patreon. It does have a trial and id you can’t get it working you can get your money back. Just send me a message on patreon.
@ClaudiaSchreiber-b1p
@ClaudiaSchreiber-b1p 3 ай бұрын
In recent weeks, investors have become concerned that Nvidia has simply come too far, too fast, and they are wondering whether the hectic pace of AI adoption could continue. Nvidia answered that question with a resounding "yes," but given the stock's parabolic gains, blockbuster results simply weren't enough. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@KristensenJørgensen
@KristensenJørgensen 3 ай бұрын
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
@dianarabbanii2
@dianarabbanii2 3 ай 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.
@TlMEBANDlT
@TlMEBANDlT Ай бұрын
@@dianarabbanii2 they are trying to scam you
@Terje1337
@Terje1337 4 ай бұрын
4 second since post. 11 bot comments. Comment sections are terrible
@JoeSchmo70
@JoeSchmo70 4 ай бұрын
Report the bots. It has been working.
@djgg8156
@djgg8156 4 ай бұрын
If you check back in a bit they’ll be gone just takes a bit for KZbin to detect them
@WanderingExistence
@WanderingExistence 4 ай бұрын
They let bots run wild but they auto-delete jokes as well as factual info. Google is a mess.
@andreww5574
@andreww5574 4 ай бұрын
Most finance-related videos are littered with them. Terrible
@WanderingExistence
@WanderingExistence 4 ай бұрын
@@Terje1337 They literally deleted my comment about deleting legitimate comments but don't delete the bots....🤦
@auboisdaline
@auboisdaline 3 ай бұрын
AI stocks are expected to lead the market in 2024. My top choice is NVIDIA, as they're in a strong position for sustained growth and play a key role in supporting other AI companies. A person I know saw returns of over 200% with NVIDIA. I'm also open to exploring the other recommendations you provided.
@SophiaTurner-im6cg
@SophiaTurner-im6cg 3 ай бұрын
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
@phuc2583
@phuc2583 3 ай бұрын
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
@RebelMusic666
@RebelMusic666 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 my financial goals.
@phuc2583
@phuc2583 3 ай бұрын
Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
@RebelMusic666
@RebelMusic666 3 ай бұрын
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
@Pilud
@Pilud 4 ай бұрын
The saddest part about the whole Disney fiasco is that the guy is only suing for $50K.... not even like $500K. 50K is like pocket lint for Disney
@2B_or_not_2B
@2B_or_not_2B 4 ай бұрын
Right? Like they easily could have turned this tragedy into something positive by handling it well. They would have gotten more than $50k worth of good publicity by doing the right thing. Disney’s image has really taken a beating over the last decade.
@spacedevice47
@spacedevice47 4 ай бұрын
Not sticking up for Disney, but Disney Springs is not in a Theme Park, it’s a shopping mall filled with independent shops and restaurants.
@PerformanceCarHQTV
@PerformanceCarHQTV 4 ай бұрын
Disney's stance is unbelievably pitiful. Total scum. They are actually using this ridiculous argument? So despicable.
@adamng4912
@adamng4912 4 ай бұрын
Fair point selling Apple now but I absolutely camt understand why wouldn't you do the same to Costco? I am having a very hard time understanding the rationale of holding all your Costco if you are selling Apple is base on how other companies would outperform, but isnt Costco even more over valued at this point and to your point, why wouldn't Booking, Sales Force, or Intuit all have way better foreseeable compunding value than Costco?
@michaelcorbi7335
@michaelcorbi7335 4 ай бұрын
The fundamentals of Apple have changed in his opinion. Costco is expensive but the fundamentals haven’t changed.
@pokeedmund1016
@pokeedmund1016 4 ай бұрын
Eu isn't going after Costco. Us isn't looking to break up Costco China doesn't hate Costco and asks it's staff/people to not buy Costco products No one or country is trying to tackle Costco's moat.
@Rogershijianhui
@Rogershijianhui 4 ай бұрын
@@michaelcorbi7335Thank you
@calebmccalla9675
@calebmccalla9675 4 ай бұрын
Costco still has plenty of room to grow I know several places in the US they can expand too
@druiz012
@druiz012 4 ай бұрын
​@calebmccalla9675 not to mention only 6 warehouses in China currently.
@tonysilke
@tonysilke Ай бұрын
Does the stock market appear to be improving, or is this merely the typical temporary manipulation of the market to draw in new investors? Right now, I have $500k left over from the sale of my house, and I'm wondering whether there are any better investments than stocks.
@Nernst96
@Nernst96 Ай бұрын
Get a financial planner asap!!. Do not day trade...you will lose..95% unless you are a master trader its not worth it.
@PatrickLloyd-
@PatrickLloyd- Ай бұрын
AGREED! 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 Q1 2025.
@PhilipDunk
@PhilipDunk Ай бұрын
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success.
@PatrickLloyd-
@PatrickLloyd- Ай бұрын
'Sharon Ann Meny ' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
@PhilipDunk
@PhilipDunk Ай 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.
@dyingpentas
@dyingpentas 4 ай бұрын
Wtf, I've heard so many stories about the Disney legal department. But this one is a joke
@somebodywithagun
@somebodywithagun 4 ай бұрын
Hell yeah! Was just searching for a new video!
@duncany6496
@duncany6496 4 ай бұрын
Just curious why did you decide to name your software Qualtrim
@JosephCarlsonShow
@JosephCarlsonShow 4 ай бұрын
Brand names are better than descriptive names. So "Qualtrim" is better than "Stockvisualtool.com". Brand names allow you to build unique equity in the product. The other thing I looked for was a short single-word .com URL. Which is very difficult to find. I purchased the URL over a decade ago for $13. I think I could sell just that URL today for $10k+
@duncany6496
@duncany6496 4 ай бұрын
@@JosephCarlsonShow Interesting, thanks for the feedback!
@magalengo
@magalengo 4 ай бұрын
Because he likes quality trim!
@davidwalk31
@davidwalk31 4 ай бұрын
@@magalengofantastic comment
@roddywoods8130
@roddywoods8130 4 ай бұрын
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
@selenajack2036
@selenajack2036 4 ай бұрын
Knowledgeable investors know how to invest during a crisis to reduce risk and maximize returns. If you can't manage these conditions, consult an experienced market strategist.
@hushbash2989
@hushbash2989 4 ай бұрын
In 2008, I told my wife not to sell our stock to pay off the house, saying it's not a loss until we sell. Despite a $100,000 loss, we consulted a financial advisor, held on, and later gained it back plus $2.7 million to date. We used the extra gain to pay off the house and are now debt-free. She was glad she listened to me.
@kaylawood9053
@kaylawood9053 4 ай бұрын
Do you mind sharing name of your advisor? I need help.
@hushbash2989
@hushbash2989 4 ай бұрын
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Lauren Marie Ehlers" for years and highly recommend her. See if she meets your criteria.
@bsetdays6784
@bsetdays6784 4 ай бұрын
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
@gamers542
@gamers542 4 ай бұрын
Spoiler: he bought more Intuit, Salesforce and Booking. The fact that he sold completely out of Chipotle while trimming Apple is still puzzling. He could have trimmed Chipotle instead of selling out completely.
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
Chipotle is in a crisis now after having the CEO poached. Until we get better understanding of leadership and how the plan to grow in the face of many other fast food chains struggling it’s best to stay away
@adan7182
@adan7182 4 ай бұрын
Selling Chipotle seems good
@horatiocaine9241
@horatiocaine9241 4 ай бұрын
That 1 week recession was crazy
@TyroneMarcell
@TyroneMarcell 4 ай бұрын
LOL
@LongOdds
@LongOdds 4 ай бұрын
One quick note....Disney Springs is a FREE outdoor mall......the restaurant was not in a Disney theme park, it was located in a Disney-themed mall that is open to the public. How that changes the narrative is for you to decide, just figured I'd clarify.
@nozar7
@nozar7 4 ай бұрын
That's true, but it is on Disney property. They own the area and land.
@khuo0219
@khuo0219 4 ай бұрын
I don't support suing the landlord for the wrongs of the operator. Nonetheless, Disney's legal response is propostrous ​@@nozar7
@magalengo
@magalengo 4 ай бұрын
Plaintiff’s lawyers suing anyone with deep pockets. There is no morality amoung lawyers. Disney is just playing every trick in the book, just as anyone would in the crooked legal system. Don’t hate the player, hate the game.
@jaredmyers3227
@jaredmyers3227 4 ай бұрын
If they slipped and died falling down stairs they would have a case. They should be suing John Cooke and Paul Nolan owners of the establishment. If you died eating Taco Bell in the mall, would you sue Taco Bell or the mall. If the died from a Disney owned restaurant, they would have a case.
@nicolasbenson009
@nicolasbenson009 3 ай бұрын
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
@Vincent-j8u
@Vincent-j8u 3 ай бұрын
If the market has taught me anything, it's that it usually makes a comeback, but I can't seem to concentrate on the long term, especially because important things like my retirement and my reserve are having a disastrous impact on inflation. I need a solution and a data trajectory that I can trust as soon as it is practicable.
@tatianastarcic
@tatianastarcic 3 ай бұрын
Currently, the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
@sharonwinson-m8g
@sharonwinson-m8g 3 ай бұрын
Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this teacher?
@tatianastarcic
@tatianastarcic 3 ай бұрын
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@TinaJames222
@TinaJames222 3 ай бұрын
Thanks for sharing, 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 e-mail shortly.
@SandeepKumar-nk2ru
@SandeepKumar-nk2ru 4 ай бұрын
F Disney...
@shadowninja6689
@shadowninja6689 4 ай бұрын
For real. This story is so bad that I've decided to just straight up boycott Disney+ and Hulu (since they own 67% of that to) unless they do a 180 and compensate this poor guy fairly. I had a subscription to both in the past, but I can't support an evil company doing stuff like this.
@forestmotoadventures
@forestmotoadventures 4 ай бұрын
I’ve owned AAPL since 2007 iPhone event….I am at the point I look forward to everyone (mostly analysts) doubting their ability to grow and innovate. I have been rewarded each time. ❤
@rhys7830
@rhys7830 4 ай бұрын
Thats an awesome buy back in 2007. Im not very bullish on Apple but hope it continues to work out for you
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
That was before the EU started down their throats.
@forestmotoadventures
@forestmotoadventures 4 ай бұрын
@@rhys7830 Thanks! My yield on cost on dividend is 7%
@billcarruth8122
@billcarruth8122 4 ай бұрын
In my opinion Apple would be a better buy if it wasn't so huge. If the same company had to compete and innovate for market share like in 2007 then I'd be all over it. These days it just does financial engineering and abuses it's monopolistic status to keep going.
@forestmotoadventures
@forestmotoadventures 4 ай бұрын
@@billcarruth8122 I understand your logic. Truly, it is the same strategy of buying back stock (reducing share count) that Berkshire Hathaway employed and few people see them as being irresponsible.
@vyrwu
@vyrwu 4 ай бұрын
…you meant, three double compounders with cheese 🤤
@SaintYvess
@SaintYvess 2 ай бұрын
What's the best strategy for investing during this period of volatility? Most of my portfolio is in cash, and I'm looking to invest about $180K in stocks.
@WestonScally7614
@WestonScally7614 2 ай бұрын
You should better diversify your portfolio to defensive assets. If you don’t have good experience you should consult with an expert
@FelineAirstrip
@FelineAirstrip 2 ай бұрын
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
@SaintYvess
@SaintYvess 2 ай бұрын
@FelineAirstrip
@FelineAirstrip 2 ай бұрын
*Jennifer Leigh Hickman* 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..
@FelineAirstrip
@FelineAirstrip 2 ай бұрын
Yeah, she is Jennifer Leigh Hickman , look her up. Anyone is free to contact her.
@oneillbilder
@oneillbilder 4 ай бұрын
Everyone's been promoting investing as a source of passive income, but with a 70-hour workweek and limited financial knowledge, how can I stay on top of things? Every KZbin video says "BUY, BUY!" but when and how do I sell for profit at the right time?
@Robert_Seaman
@Robert_Seaman 4 ай бұрын
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
@Walter_hill_
@Walter_hill_ 4 ай бұрын
Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.
@Trevor_Morrow_LTD
@Trevor_Morrow_LTD 4 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.
@Walter_hill_
@Walter_hill_ 4 ай бұрын
Vivian Jean Wilhelm 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.
@Trevor_Morrow_LTD
@Trevor_Morrow_LTD 4 ай бұрын
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
@conker206
@conker206 4 ай бұрын
Let’s gooooooo🎉🎉
@pickygarage
@pickygarage 4 ай бұрын
I have a million in Apple ! Let it go to the moon!
@pickygarage
@pickygarage 4 ай бұрын
Okay okay I’ll buy more Booking BKNG to the moon!
@lenthils
@lenthils 4 ай бұрын
Am I the only one who found Disney's argument reasonable? They don't own the place, they don't determine it's operations. If you had a medical mishap at a clinic, you might sue the doctor, you might sue the clinic, but would you sue the landlord?
@kunco3000
@kunco3000 4 ай бұрын
What do you think about ASML and Applied Materials?
@kbs734-j8n
@kbs734-j8n 3 ай бұрын
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 2.1BTC to a decent 11B TC in the space of a few weeks... I'm especially grateful to Milton Harpe, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
@kbs734-j8n
@kbs734-j8n 3 ай бұрын
Milton Harper program is widely available online..
@Lucinda-n1u
@Lucinda-n1u 3 ай бұрын
Productivity is never accidental; it is always the result of careful planning, dedication, and consistency.
@EdwardPrescott709
@EdwardPrescott709 3 ай бұрын
Building a good investment portfolio is more complex so I would recommend you seek Milton support. This way you can get strategies designed to address your unique long/short-term goals and financial dreams.
@FlorianBaer846
@FlorianBaer846 3 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...
@Gastone-y6j
@Gastone-y6j 3 ай бұрын
Milton's analyses delve deeper than surface-level trends, encompassing technical, fundamental, and sentiment analysis to offer a comprehensive view of the market.
@thecapone45
@thecapone45 3 ай бұрын
The crazy thing about the Disney story is that A, people were defending Disney “That’s what you get for not reading the terms of service!” As if A, *they* actually read them and B, they think that’s an acceptable defense for negligence, especially after the lady consistently asked to make sure the allergens weren’t present.
@leesmith9299
@leesmith9299 4 ай бұрын
i bought into it. i bought intuit.
@tkestudio1734
@tkestudio1734 4 ай бұрын
Thank you so much.
@HumbledAnimeEnthusiast
@HumbledAnimeEnthusiast 4 ай бұрын
Personally, adding Chubb and Moodys to my Portfolio this month.
@Dividendflywheel
@Dividendflywheel 4 ай бұрын
MCO is a compounding machine. CB vs PGR looks like PGR is the winner over 10 years. Best wishes
@XoneSpecialsGaming
@XoneSpecialsGaming 4 ай бұрын
@@Dividendflywheel PGR is the best valued p&c insurance firm right now. revenues increasing every quarter, net income has finally returned to its peak, fcf / share is at an all time high. I bought them in Oct 2022 and they've only been golden for me.
@HumbledAnimeEnthusiast
@HumbledAnimeEnthusiast 4 ай бұрын
@@Dividendflywheel over the last 10 years, you are correct, by a large margin as well.
@jayt8302
@jayt8302 4 ай бұрын
Since 2010, Apple revenue looked to have plateaued three times before the current plateau. With AI coming into play and the huge amount of cash, I think there are still opportunities to grow.
@shadowninja6689
@shadowninja6689 4 ай бұрын
Even if Disney is legally correct that they can get the suit thrown out of court, they clearly haven't done a cost-benefit analysis on how much brand damage it would cause a consumer centered business. If they care about protecting their brand (and parks) from more boycotts they'd do an immediate 180 to settle this case immediately for a very hefty sum.
@abdullahalhassan1759
@abdullahalhassan1759 4 ай бұрын
Getting close to the million mark!
@doctorshawn3461
@doctorshawn3461 4 ай бұрын
I would never buy Salesforce because I have no clue what their software actually does. I would rather hold APPL over CRM any day.
@dwightschrute7342
@dwightschrute7342 4 ай бұрын
I agree. It’s best to invest in companies you understand.
@berlyn0963
@berlyn0963 4 ай бұрын
@@dwightschrute7342 beets
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
It’s pretty simple. It’s a sales dashboard for you to manage inbound and outbound sales campaigns and cycles.
@ramonburchell6366
@ramonburchell6366 4 ай бұрын
That’s the only reason I don’t have salesforce also , I don’t fully understand what they do which will hinder my conviction for the company if it does drop further
@narz7573
@narz7573 4 ай бұрын
That's a sound point . Buffet and Munger also said they tend to stay in the realm of their competence
@Perillo99
@Perillo99 4 ай бұрын
Thanks for the tip on ADMA
@isaiahdaplaya7
@isaiahdaplaya7 4 ай бұрын
Im first, I greatly appreciate your videos!!!
@blessedandpeaceful
@blessedandpeaceful 4 ай бұрын
INTU should be at $361 per share not $663. Extreme valuation. No margin of safety at all.
@xXxRK0xXx
@xXxRK0xXx 4 ай бұрын
Salesforce is absolutely antiquated tech. This won't be used in 10 years. If your time horizon is shorter, you may be able to catch a blow off.
@tommyortiz6623
@tommyortiz6623 4 ай бұрын
Agreed it’s ancient Tech compared to AI
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
@@tommyortiz6623you obviously don’t know what AI is 😂
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
And then who is their competitor? Like true competitor? They don’t really have any to be honest. and as they continue to embed AI into their products, they will stay strong IMHO
@tommyortiz6623
@tommyortiz6623 4 ай бұрын
@@Ghostwriter0527 there’s a ton of them that all do the same 10 companies to be exact here in USA alone. They told me I could have AI in my drive thru for 0 down and only 750 monthly(then switched to wanting $60,000 payment and then increased to 1,700 monthly)
@kingriteh
@kingriteh 4 ай бұрын
Does Qualtrim provide price ratios for ETFs?
@rhys7830
@rhys7830 4 ай бұрын
Nope it doesnt however i think that would be an great added feature. Would help us compare our companies against the average of the index
@samabzun3582
@samabzun3582 4 ай бұрын
I recommend everyone who has questions for him to watch his videos. Most likely won’t answer your questions but through his videos it has the answer, maybe learn even more.
@mottaz75
@mottaz75 4 ай бұрын
Avgo!!!❤
@jimray8122
@jimray8122 4 ай бұрын
What happened to SNOW?
@QuestMode
@QuestMode 4 ай бұрын
Does the balance that you post in your thumbnails include deposits, or just the compounded gains that you are making on an initial principle?
@JulioLopez-xz5kx
@JulioLopez-xz5kx 4 ай бұрын
He doesn't seem to want to talk about it. It's so annoying.
@samabzun3582
@samabzun3582 4 ай бұрын
I believe it’s the whole amount in his portfolio with stock gains, stock dividend, and his deposits since he created the portfolio.
@samabzun3582
@samabzun3582 4 ай бұрын
@@JulioLopez-xz5kxdude just watch his videos, might learn even more then you think..
@JosephCarlsonShow
@JosephCarlsonShow 4 ай бұрын
@@BCFC954 This comment about the Passive Income account underperforming is unfounded. I have calculated the performance on third party websites from time weighted returns in 2022 and 2023 and the performance is -16.22% and +32.02% respectively, which outperformed SPY both years. There's no promise that it will continue to do well, but it's done really well so far. In regards to "total size of portfolio vs gains" that is not how you calculate portfolio performance, otherwise I could increase my performance by simply selling out of this portfolio. If I sold $200k, I would then have a total portfolio value of $530k with $240k in gains. Obviously selling out of my portfolio does not increase returns, just like adding to the portfolio doesn't decrease returns.
@rupeshparab151
@rupeshparab151 4 ай бұрын
Yeah I never saw any thumbnail where his portfolio went down from the last one
@finance7120
@finance7120 4 ай бұрын
Like any landlord , where there is not an implied agreement of supervision Disney is not liable if there is a peanut in a tenant restaurant's whether it is McDonalds or O'Connell's Pub although I am sure Disney is insured by the tenant against this risk.
@JosephCarlsonShow
@JosephCarlsonShow 4 ай бұрын
That’s a fine argument. But there not really what I’m criticizing them for.
@mrw4165
@mrw4165 4 ай бұрын
The stupid response by Disney lawyers doesn’t create a liability. “…..neither owned nor operated by Disney “
@jaredmyers3227
@jaredmyers3227 4 ай бұрын
@@mrw4165agree their response is really messed up and you are correct, doesn’t make them liable
@DanielChai-ex3hu
@DanielChai-ex3hu 4 ай бұрын
Investing in this economy is a living hell at times for the average person that wants full control of their finances, Even investing in ETF stocks can be risky
@MauroTakeda-nu8nt
@MauroTakeda-nu8nt 4 ай бұрын
Hey, every red chart has a chance to turn green, right? Step it up 👆🏼
@Johcem
@Johcem 4 ай бұрын
Does anyone know what episode of Joseph I can best watch for more information about Salesforce?
@yahyaahmed7347
@yahyaahmed7347 4 ай бұрын
Great video Joseph. Did you do another valuation before purchase? It would have been great to see your thesis on these stocks updated
@adan7182
@adan7182 4 ай бұрын
This year alone I’ve bought: iMac, iPad Pro Oled, and soon iPhone 16 pro max…. I think apple is a keeper.. but you can argue maybe you can deploy capital at a better rate of return
@paulkeinrath6235
@paulkeinrath6235 4 ай бұрын
I agree they are not only a phone/computer company, but also a play in AI
@mrmo3379
@mrmo3379 4 ай бұрын
Salesforce looks interesting but even after the sell off it is just way too expensive. Hopefully it will drop some more then we can look at buying
@capincrunch1184
@capincrunch1184 4 ай бұрын
Disney the hit man of the of the century
@InvestWithFFI
@InvestWithFFI 4 ай бұрын
Boeing: “Hold my beer”
@connormazzola9792
@connormazzola9792 4 ай бұрын
Would love to hear a video with your thoughts on TTD. They are a cloud-based ad-buying platform, which enables its clients to plan, manage, optimize and measure data-driven digital advertising campaigns. Very high forward P/E ratio but the typical fundamentals that you look for in a lot of your videos are there.
@striperkid
@striperkid 3 ай бұрын
Damn, Disney must have a pretty good lawyer team !
@JamesBrown-hs9yz
@JamesBrown-hs9yz 4 ай бұрын
Disney should be ashamed of themselves. This response will cost them way more than the original lawsuit.
@simpletrades123
@simpletrades123 4 ай бұрын
will i outperform just buying qqq?
@Dividendflywheel
@Dividendflywheel 4 ай бұрын
IVV + SCHG + QQQ = home run
@simpletrades123
@simpletrades123 4 ай бұрын
@@Dividendflywheel best combo
@MarkPizzini
@MarkPizzini 2 ай бұрын
This is exactly why you need to carry an Epi pen no matter how cautious the restaurant is
@InvestingWithAdamK
@InvestingWithAdamK 4 ай бұрын
Unfortunately that has to be Disney’s response. They do have nothing to do with them. I’m sure they do vet the tenants. However, it is not their company or their employees They can’t set a precedent. The Disney plus argument is silly though.
@kashganja
@kashganja 4 ай бұрын
dis is 100% correct!
@Susanhartman.
@Susanhartman. Ай бұрын
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. 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
@91ScottieP
@91ScottieP Ай бұрын
There are experts with strategies that generate income 10x than the average or normal investor who is trying to build a portfolio. You just have to dig deeper and find such experts
@mariaguerrero08
@mariaguerrero08 Ай бұрын
I stopped listening and taking financial advise from these KZbinrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, 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.
@mikegarvey17
@mikegarvey17 Ай бұрын
@@mariaguerrero08Could you possibly recommend a CFA you've consulted with?
@mariaguerrero08
@mariaguerrero08 Ай бұрын
'Izella Annette Anderson’, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in
@ThomasChai05
@ThomasChai05 Ай бұрын
Looked up her name and her website popped up immediately, interesting stuff so far, about to schedule a session with her.
@xavierdegouveia2512
@xavierdegouveia2512 4 ай бұрын
Would you say costco is still worth buying at its current price?
@luanvoable
@luanvoable 4 ай бұрын
What are your holdings in Industrials category?
@jaxteller6433
@jaxteller6433 4 ай бұрын
Candian Pacific Kansas City
@poonekar
@poonekar 4 ай бұрын
Do your own research but I would replace CRM with ORCL
@shapeofsoup
@shapeofsoup 4 ай бұрын
I love Apple. Been a since the iPod. But yeah, I had to let it go. I’ve held it at least as long as you have, bought heavily when you did for the same reasons. (Honestly a big part of why I’ve followed you all this time lol-it felt like you pulled your thesis right out of my brain, especially after that sell off following the stock split).
@Petroguest-i4g
@Petroguest-i4g 4 ай бұрын
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
@2024Red-j5t
@2024Red-j5t 4 ай бұрын
Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.
@wealthychronicle-i1u
@wealthychronicle-i1u 4 ай бұрын
True, my portfolio took a massive hit in 2022, and I almost sold everything to switch to cash savings. However, I was advised to consult a financial advisor. Following the guidance of this CFA, my portfolio started increasing by 10% monthly. She had anticipated the crash and rebalanced my portfolio accordingly.
@Resmith18S
@Resmith18S 4 ай бұрын
pls how can I reach this expert, I need some investment guidance
@wealthychronicle-i1u
@wealthychronicle-i1u 4 ай бұрын
Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@LeepinLeopard
@LeepinLeopard 4 ай бұрын
Wow, her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you
@python_lover_01
@python_lover_01 4 ай бұрын
I'm unsubscribing Disney right now.
@RobWilliams007
@RobWilliams007 4 ай бұрын
Share buybacks though on Apple. Which has been most of the reason for the stock increases.
@joshbossle8748
@joshbossle8748 4 ай бұрын
To be fair, Disney springs isn’t a theme park, it’s more of a fancy outdoor shopping center that Disney happens to own. I know your family has a background in commercial real estate, I’m not sure how much liability a landlord has if one of their restaurant tenants put someone into anaphylaxis. But the fact that they would use a Disney + subscription from 5 years ago as a defense is beyond wrong
@TareqMahbub
@TareqMahbub 4 ай бұрын
When you said: "Just kidding", broke my heart 💔
@zero_kelvin_
@zero_kelvin_ 4 ай бұрын
bro take another look at tesla. It think its about to rain money with all the fsd updates coming out
@glenbray8901
@glenbray8901 4 ай бұрын
I like some of JC's viewpoints. They are interesting, but me being an old effer, I tend to zoom out/overview and MAYBE zoom in with more perspective.. I totally agree with investing (not trading etc.) in proven compounding stocks, or any investment. I only watch TV/you tube for stock etc. mentions, then immediately switch off before narrative begins, then do a little of my own research. No pain going back as you have a better own perspective.
@eldab3any
@eldab3any 4 ай бұрын
Joseph you didn't mention why you are still bullish on VICI
@tigerrx7
@tigerrx7 4 ай бұрын
YTD -> AAPL is +17%, MSFT is +12%.
@KarenLynnOlsen
@KarenLynnOlsen 4 ай бұрын
I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend, my goal is to retire comfortably at a ballpark of $1.2M
@AmandaKatherineLeff-j9f
@AmandaKatherineLeff-j9f 4 ай бұрын
good luck! comfortable retirement all comes down to how you want to live your life, if you pinpoint a particular amount to retire with, then it's only right to plan with a well-qualified advisor
@rineleff2009
@rineleff2009 4 ай бұрын
I agree, the role of advisors can only be overlooked, but not denied. I remember few summers back, just after my awful divorce, I was in dire need of investing guidance to keep my head above water and thankfully, I came across someone of grit, helped a lot to grow back my reserve notwithstanding inflation, from $350k to nearly 7figure as of today.
@KarenLynnOlsen
@KarenLynnOlsen 4 ай бұрын
Interesting, I’ve actually been looking into getting one, lately the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
@rineleff2009
@rineleff2009 4 ай бұрын
I don't comfortably throw recommendations around on the internet, but I've been working with Nancy Magaret Delony. God ! she's brilliant! I'm sure there are others who are good.
@filipxavier1041
@filipxavier1041 4 ай бұрын
Truly thanks for sharing this info, We need more people exposing us to great expert, Literally I just searched her name and all I see is top notch certificate and reviews really interested in trying her out.
@Boblol126
@Boblol126 4 ай бұрын
Opinions on Chubb? I already bought some recently but i'd love to hear what other people think about it.
@Dividendflywheel
@Dividendflywheel 4 ай бұрын
PGR is the best insurance company. A shareholder challenge Buffett (during a BerkshireHathaway annual meeting) on this very topic several years ago. Plot 10 year graph of both stocks. Best wishes
@zacsmith5062
@zacsmith5062 4 ай бұрын
MR Carlson, what are your opinions on INTEL ?
@jasonlou9062
@jasonlou9062 4 ай бұрын
What app do you use to track your portfolio
@Ghostwriter0527
@Ghostwriter0527 4 ай бұрын
He’s using M1 Finance
@CompoundWealth4Life
@CompoundWealth4Life 4 ай бұрын
Have you ever considered having a guest on your show to discuss REITS?
@jesusmendoza7774
@jesusmendoza7774 4 ай бұрын
Disney Springs is not a park, its a mall.
@FoamandStuff
@FoamandStuff 4 ай бұрын
These types of wavers, including forced mandatory arbitration agreements is in everything we sign up for, purchase, even government services, and employment contracts. Software, gyms, your bank and all financial services, anything you buy, watch, consume, theme parks, cruises, hotels, etc. It allows companies to avoid lawsuits even when they are at fault. When companies get sued for sexual harassment claims, or wrongful death, discrimination, medical malpractice, injury, negligence, these agreements help avoid litigation. It started in the 1980’s after so many people would sue for every little minor injury whether or not the victim was actually injured. Such as, a slip and fall. Companies pushed for tort reform basically making it more difficult to sue and collect damages. There’s a great documentary on the top called, Hot Coffee. I recommend watching it.
@billcarruth8122
@billcarruth8122 4 ай бұрын
She was taking incredible risks eating food prepared by strangers at a theme park and relying on the integrity of a waiter to keep her alive. There's a lot of disgruntled and underpaid people out there who are stumbling their way from one paycheck to the next, you don't want to casually put your life in their hands.
@GreenHoodier
@GreenHoodier 4 ай бұрын
great video as always, sadly i have noticed so many bots lately ..
@Mri881
@Mri881 4 ай бұрын
Intuit has an pe above 64 ,where as we get toyata for 6.9 pe
@svvs83
@svvs83 4 ай бұрын
SVMH stock is going to break all circuits.
@GalaxyXYZ888
@GalaxyXYZ888 4 ай бұрын
Do you plan to build portefólio tracking/analysis tools into Qualtrim ?
@cashew6151
@cashew6151 4 ай бұрын
Wow. Disney have millions to spend on movie flops but throw back the case of wrongful death.
@scarlamite1688
@scarlamite1688 3 ай бұрын
So you have added close to 500k?
@rubenmarcal0489
@rubenmarcal0489 4 ай бұрын
❤❤
@a.b.2420
@a.b.2420 4 ай бұрын
Hi Joseph, how do you explain the negative shareholder value on BKNGs balance sheet the past 2 years?
@jiabinchen1934
@jiabinchen1934 4 ай бұрын
Disney😮
@zachb2292
@zachb2292 4 ай бұрын
Canadian Pacific workers are about to go on strike soon and CP is shutting down their railway networks this Thursday. Big news here in Canada
@nixielee
@nixielee 4 ай бұрын
Salesforce GAAP PE valuation is insane for 11% growth
@mikeko2792
@mikeko2792 4 ай бұрын
🎉🎉❤❤
@Ants_of_the_sky282
@Ants_of_the_sky282 4 ай бұрын
I heard Six Flags has a policy similar to with Disney theme parks where if you get in a major injury or die at Six flags, you cannot sue them.
@texasowl5356
@texasowl5356 4 ай бұрын
People hear a lot of things. Stop being an echo chamber.
@DonDee123
@DonDee123 4 ай бұрын
Algo 🎉
@eljuancho2
@eljuancho2 4 ай бұрын
We have to make Disney pay.
@brianwhitehawker1756
@brianwhitehawker1756 3 ай бұрын
As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@lucaswilliams9992
@lucaswilliams9992 3 ай бұрын
The current state of the market may bring opportunities to increase profits quickly, but professional assistance is required in order to put such a plan into action.
@yeslahykcim
@yeslahykcim 3 ай бұрын
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
@Jadechurch-ql3do
@Jadechurch-ql3do 3 ай бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
@yeslahykcim
@yeslahykcim 3 ай бұрын
Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
@geraldt331
@geraldt331 3 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.
@Silvangreen
@Silvangreen 4 ай бұрын
Disney’s lawyers made this awful legal argument. I suspect a senior genius lawyer decided to create a process where they check every plaintiff for a D+ account and, if they ever had one, automatically make this feeble argument without any thought of the individual case.
@cloudedjourney
@cloudedjourney 4 ай бұрын
I'm surprised. You have talked a lot about apple and the power of its moat and interconnectivity. Outside of being currently a bit expensive what has changed fundamentally?
@rochester3
@rochester3 4 ай бұрын
where's google?
@rochester3
@rochester3 4 ай бұрын
@@stipebalenovic6497 i see google going to 177-180s, its cheapest tech besides meta
@csmaqua4570
@csmaqua4570 4 ай бұрын
In his other portfolio, the story fund. If you go to his ‘after hours’ channel you’ll see it
@MashiroRedo
@MashiroRedo 3 ай бұрын
is the calculation right for Returns? How are you up 234% on returns off of 80K gains from 302K?
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