I Was Wrong

[@rudigermoller587]

its simple: first small caps crash, then everybody moves to "quality" (raising/stuffing prices), then quality is sold off. Don't move with the herd, either move upfront the herd or ignore the herd completely. If everybody moves from risk to qualtiy/safe havens, buy risk

[@supersonicej]

I couldn't have said it better 👍🤙

[@kevinlue4756]

So... buy bitcoin?

[@rightangletriangle3188]

Yes and No. Some of the risky companies will have solvency issues in current high cost of financing environment. Their low credit ratings will make their capital expenses very high and cut into operating cost. Only a selected few that have already reached the critical mass may worth investing. I think the timing for those should probably wait until Fed pivots. In the meantime, MSFT's solid balance sheet and clout among peers certainly worth a look.

[@udayhomeful]

Please don't repeat Lufufu. Rumor has it he is still waiting for wash sale capitulation since November 2021.

[@taylorbarnard4880]

I think you’re right with ‘don’t move with the herd’ but with that don’t move at all. Purchase shares of companies you think will be successful in the future and hold!

[@EvanQuiel4]

To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market.

[@caroamira]

Understanding your financial needs and chalking out a plan remains the smart way to prepare for the unexpected. few yrs in investing space and extremely pleased with the decision I made. The good news is it’s not too late, I'll suggest you find a mentor or someone with experience guide you especially in this recession.

[@logisticsdelivery]

@@caroamira I'm fascinated with investing, as a single parent and juggling all these things are quite difficult. Invested $ in few sectors but haven't seen any profit yet. Don’t know what I’m not doing right

[@victorcardi2019]

@@logisticsdelivery Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional investment coach

[@logisticsdelivery]

@@victorcardi2019 I’ve actually been looking into advisors lately, I could really use some guide, but are they really that effective though?

[@victorcardi2019]

@@logisticsdelivery They are solid at their jobs, I've had the opportunity of working with one in and it has been immensely helpful, I had an overall portfolio restructuring. Susan Lorraine Curry is the coach that guides, you probably might've come across her before, she's quite known in her field, look her up

[@LibertyNickelCollector]

I love the Buffet-style evolution the channel has taken over the years. From dividend focus to looking at brand power and management’s ability to compound retained earnings. Keep it up!

[@snagboi]

Joseph in 01/05/2024: I was wrong. I will re-buy church and Dwight and target and Chase. I got scared out of good companies. Remember what Warren buffet and Magellan guy said..

[@dividendking3686]

😂 He got in to CP, made a video on how awesome of a company it was, then he got out, and now he is back in it again. 🤷🏻‍♂️

[@theclimbto1]

What you did with JPM, I just did with SBR. Bought in around 42 a Share. Catching huge Dividends the whole time, even as it fluctuates (part of why I sold). Only one month with a Dividend under 0.60 a Share, hit 2 Months with it over 1.00 a Share, everything else was between .60 and .80 a Share a Month. So it made money both on Growth and on Dividends. But that won't last forever, and Unrealized Gains are nothing. So I took the HUGE WIN, and rolled it into 4 other Stocks to balance out my Portfolio. I also got out of a small holding of LAND as well. I'd rather the consistent Dividends, and the potential Growth in these 4 Stocks where SBR is the highest it's ever been right now (so odds are it's not going much higher, and someday it comes back down).

[@marioaf27]

There's a fine line between "getting scared" and "derisking". You'll never be able to 100% predict the future, but if you're seeing a risk and you have better alternatives, by all means get out of a position. The fact that the worst case scenario didn't happen doesn't make the original decision a mistake.

[@thegreat9481]

Shut up there isn’t any “derisking”

[@84gaynor]

Every time my portfolio was deep in the red I would get comfort from Joseph dropping a new video. Helped me hang on and buy the dip. Thanks brother

[@TruckeeFam]

My portfolio has good companies, however was red all through last year. My first year of investing and have been down 35% in the March/April sell off, and now down 17% in the last sell off. I work hard for my money, so investing is making me a nervous sad reck. I don't know if l should sell everything and just sit and wait.

[@MatthewVinson]

@@TruckeeFam You're past the point of selling. If you're down 35% last year you're not buying good companies or good stocks - the two aren't always correlated. The S&P is where the best companies in the world are located. Despite what expert where saying, The S&P delivered a ‑19.44% return last year.

[@MIchaelGuzman737]

Due to the fact that my job is full-time and I am a novice with poor picks, it is difficult for me to participate in the market at the moment. I don't even consider combining because it will be simply too stressful, therefore I can't spot trends.

[@IAMBETTERTHANYYOU]

@@MIchaelGuzman737 It's not like I have a certain fund that I invest in since my portfolio is really well diversified. Additionally, I don't do that on my own; instead, I follow the advice of "LISA ELLEN SHAW", an investment adviser registered with Fidelity. Lisa is a genius when it comes to portfolio diversification, which makes portfolios less vulnerable to market downturns. Just like she trades, my portfolio mirrors hers too. Every month, my portfolio grows by an average of 20%.

[@MIchaelGuzman737]

@@IAMBETTERTHANYYOU I looked her up online and checked out her credentials since I was so intrigued. Top-notch! I emailed her to inquire about accepting new clients.

[@ToTheNines87368]

I don’t understand, I thought this was a dividend growth portfolio? It’s become more a value one where he’s looking to compound on capital appreciation it seems. He’s held JPM for so long that his cost on yield should be pretty good and only getting better. Maybe I just haven’t been paying attention to what this portfolio is about lol.

[@JosephCarlsonShow]

These trades had very little impact on my dividends. I sold JPM but also purchased some VICI which has a much higher yield. SPGI and MA are two long term dividend payers. SPGI is probably going to be one of the fastest dividend growers in my entire portfolio.

[@macl221310]

He is just winging it like the rest of us.

[@bkburnaz]

Chris I thought the same thing, Joseph def has changed the direction a lot of the past 2 years, he has been in and out of visa and master card at least 3 times from what I seen

[@JosephCarlsonShow]

@@bkburnaz That's not accurate. I have only owned MA/V once before. I just checked on my brokerage activity history.

[@Ardarail]

V & MA have competitive and regulatory threats, but their position is as close to rock solid as you can get. The credit card duoply is even stronger than the GOOG/META online advertising duopoly IMO, and they've certainly faced far less media and regulatory scrutiny recently. They also represent a built in inflation hedge in the sense that as prices rise, spending will rise, and their fee collections will rise proportionally. Overall, V is my third favourite stock after COST & MSFT. I chose it over MA for higher yield, and because I believe MA will not produce enough excess growth over V to justify its valuation premium. Good to see your back in as well!

[@ja122680]

why is Disney still in your portfolio? It does not fit your investing thesis, it's a loser, it's not growing and doesn't pay a dividend. Aside from owning some big IP's(which one could argue they are eroding the value of) there isn't much attractive. Don't want to take a loss?

[@alxpmt7755]

C´mon man I love your videos but you bought Church and Dwight 5 months ago, not a year ago

[@george_inCA]

any concerns on MSFT? if azure growth is slowing, then 25 p/e is just too high in this environment. I own MSFT since $33 and it is my biggest holding. I won't add any here and won't add until it is below 200..

[@jrizzo3579]

I agree great company .....but valuations are re setting and MSFT is no exception. A 24 PE feels pricey even for a great company and balance sheet. When the PE is 20 or below feels better to me

[@picklemyrickle8785]

So basically go all in Apple, Microsoft, and Amazon. What could go wrong? 😅

[@krios2905]

Yes and I am just wondering... Would it not be also another reason why their stock valuation keeps going up over time?

[@dynamitetortilla7519]

That’s why i like Intel’s new CEO he stopped worthless buybacks to reinvest back into the R&D

[@EuropeanDGI]

Same here!

[@TortoiseInvesting]

I consolidated my portfolio down a good bit as well. A focus heavily on better quality stocks and high growth. Actually using Qualtrim to help me do research. Got into Visa and United Healthcare, I got into UNH around $504, it's under $500 now and I plan on chopping away and DCAing into this position as long as it's under $500. Qualtrim has changed how I do research in a huge way and is so incredibly helpful, for that I thank you!

[@lasercooper]

UNH has been one highest compounders in the market since it’s IPO. Awesome stock but boring to the media.

[@TortoiseInvesting]

@@lasercooper I love boring when it comes to my holdings lol 😆

[@maxxcells]

I wanted to know the reason you sold JEPI, other tax liability, is there another reason?

[@InfoRanker]

The only way these headsets take off is if the porn industry gets on board.

[@certifiedfinest5065]

Dam that would be a fully immersive experience…

[@amundlindberg]

from which api does qualtrim get business data?

[@VermaFinance]

Question Joseph. Why do you choose not to use face cam on this channel but you do on the second channel?

[@Wisely_monk]

Like I say before and I still say it again best financial educational content in KZbin.

[@denialphasebitcoin5639]

I don't think so I said sell BTC and tech last year and buy oil stocks. Worked for me

[@Wisely_monk]

@@iakobkv271daddy chill. 😂

[@certifiedfinest5065]

@@denialphasebitcoin5639 what’s the move this year?

[@uncertaintyunravelled8273]

Not sure I agree with you on Visa and MasterCard. If you plan to own both for decades then you need to look at risks over the same frame and countries like India and China have direct payment methods that bypass Visa and MasterCard Their future growth is questionable

[@BusterDarcy]

Part of me hopes investors panic at the release of Apple’s mixed reality googles and the stock price tanks. Nothing like a fire sale to load up on a premium stock before reality sets back in and the stock price shoots back up again.

[@darkshadow955]

Apple already bottomed

[@HaedenBeck]

I put 2 entire paychecks into Tesla at this price, which is a steal. Best of luck out there Joseph, keep up the great work!

[@terrelmoss1444]

Is there anyway to buy the Qualtrim software one time instead of the subscription? I’d rather pay a premium Not a fan of bills

[@yan0kyan0]

But how do you get new features and updates if you do not keep paying? Maybe in the future you won't need the app, maybe a competitor (for example, myself) builds a better version and cheaper? Also, would you pay the price of 20 * monthly subscription? Just a note, I do not plan to do videos about the stock market, Josef does a great job. But I can build an automated tool for stock analysis, that would scrape companies fillings and news (eg Yahoo finance API, etc)

[@JosephCarlsonShow]

We plan on having more payment options in the future. As well as a separate payment option than Patreon, and yearly payment options at discounted rates. I don't think i'll ever do a "life" option. It's very difficult to price that. What if Qualtrim gets sold in the future? What if I discontinue it? What if I come out with a version different than what you like? It's just a lot more difficult to anticipate challenges with a large upfront payment.

[@cal3b803]

@@JosephCarlsonShow It’s insight like this why I have consistently been watching your videos since day 10. You’re always 1 step ahead mentally

[@thecapone45]

It's crazy how similar our portfolios are in terms of gains and losses. Like I'll notice that if my account is down a bit, yours is too. If mine is up a lot within a week, yours is too. And how if over the course of some months its come back to a low number, yours has too. For example, 10 months ago your portfolio was at $355K and this thumbnail shows $355K still. Which is crazy because around two weeks ago, my account value was around the same as it was almost a year ago.

[@fanban2926]

I have for a long time though that your absolute worst holding is Disney. I explore you to reconsider Disney. The moat isn't as big as you think and it's cyclical and in the long run dependant on hit movies. Not good imo.

[@miri9600]

thank you for your transparency

[@FrancescoDeChirico-k7d]

can i ask someone a link to the article shown at 10:05. I've lost more than half my net worth in a matter of months, and I'm trying to learn what I can to be able to sleep again at night. I want to re-gain what I lost in the coming years, by being an actual investor (what I should have done from the start).

[@chicago0027]

thanks for the great info. I'm just beginning to invest. I'm hearing that even though the market is confusing right now, that I should continue investing weekly into my Total Market Index Fund. I know I'll lose some money, that's the risk. It will be difficult, but I feel like I should stay in, and continue to invest in good and bad times and not try and time the market.

[@brysonjace8676]

I am more into maximizing dividends, as the market goes down, I take those dividends and invest them into lower share prices. At some point these will stabilize, and the market will go up(what goes down, goes up sooner or later).

[@elijahethan1699]

From my own point of view, you need to invest smartly if you need a good life, made over 600k investing with an advisor in my corner and I believe anyone can do it if you have the the right approach. Index funds takes long time but investing smartly is the key for short term.

[@Cliffordtradeinc]

@@elijahethan1699 how are you investing? I have around $140k, only index funds, half in s&p and half in vigax. What do you think I should try?

[@tylersmith7528]

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.” -George Soros

[@elijahethan1699]

You should reach out to my advisor. Her name is Amie Christine Shapiro and she is well researched so you can easily find her online. She saved me money on a losing trade a long time ago and I've followed her ever since.

[@hobowithagun24]

Cmon man Church and Dwight doesn’t have pricing power? Don’t they own TROGAN lmao

[@yolo5650]

Hey Joesph! I have been a HUGE fan of your channel since 2019 and began my own investing journey then too. I’m 28 years old and your channel has only improved my financial understanding and inspired me! I’m just a humble plumber and I only own a few powerful dividends powerhouses, and I added a company last year to my Ira, which is A.O. Smith ticker AOS with P/E 19.24, gross profit margin 35.18 and 28 years of dividend growth and a current 2.02%. Just curious about your thoughts and thank you for what you do for us!

[@twinters8]

I think you may be wrong about target. I live in a large city and target is THE go to store for us unless you want to get in your car and drive 45 minutes out to the closest costco. Also we don't even have any Walmart at all. Pretty much everyone in the city goes there for their general shopping as well as for food and they have been expanding opening new storefronts across the city where there are of course a lot of high earners.

[@walnutinvesting689]

But does target offer enough essential grocery sections to people? I've always thought that's their one vulnerability if we ever went into a depression is they don't sell enough essentials compared to Walmart or costco.

[@dogelife7901]

He never said target was going down only that he was reallocation for better opportunity and I agree. Just because it's popular doesn't mean the company will gain in value as far as investing goes. Opening new stores is a major expense...

[@lasercooper]

So your saying COST has plenty of room to grow. 🤔. Target has not been a great high compounder since it’s IPO. Decent investment and probably good future but COST has been and will be much better investment IMO.

[@SageOfEchoes]

Target’s moat is brand power with a key shopping demographic but other than that, you’re right. I’m not owning it either. Would rather buy more Costco. Maybe Walmart under 135.

[@georgenistor2761]

U just bought CHD some months ago and u sell now. What type of investor are u?

[@TheCosmicDrama]

Most times I agree with you, but idk if I like your take on target currently. People love target. 🎯 💴

[@certifiedfinest5065]

Girls do, as their majority demographic

[@JIM-ju2gf]

what was your 2022 return on your portfolio?

[@JmanIncome]

You just bought into CHD though?

[@sshumkaer]

Joseph were does Discover roll play in Visa and Mastercard?

[@yoloop93]

Your comparison of Tesla and Apple is not correct, the 2 products are not the same category. VR is not as difficult as autonomous driving and the only way to get it right is the way that Tesla is doing, by getting more and more data needed to train their networks, whereas virtual reality glasses don't need such.

[@giannibertuzzi]

Hey Joseph, it wuold be cool to see you dig into the value proposition of bitcoin. Perhaps a with a video on the second channel!

[@ally-hi4ut]

Flip flopping on Church &Dwight ?

[@Geaxuce]

Honestly, if they design the battery to look a bit like a tool belt you can get around the fanny pack look. Especially if they have a pouch for your phone or at least be compatible with various item pouches. I could see law enforcement using it. Put the battery a bit to the side of the hip instead of right in front and you skip that dorky look

[@isferfun3909]

Is there anyway if you could add functions like dividend calculator for all stocks and etfs into qualtrim? If possible, please also add a performance charting comparison for the past 50 years and dividend history diagram into qualtrim. Thanks bro.

[@ibrahimciftci9599]

Did you ever consider buying Kroger ? I would consider them as the most stable retailer even more stable than Costco.

[@ibrahimciftci9599]

@@bill_the_butcher their historical performance and the given volatility.

[@Slowcarfastbeans]

I stopped shopping at Starbucks about 6 months prior. Too much sugar and it’s $5-$6 per drink. A $2 coffee at Wawa is enough for me and I can control the amount of sugar.

[@molleespillett3181]

I am in my 40s looking for different avenues to invest I found my self a good broker referred by big sharks in stock market, she grew my savings from quarter a million to a million dollars in the first months of the year, if you are looking to diversify do it now you are never too old.

[@harlibassham8187]

Hello Mollee, I'm close to your age and I need to quadruple my current wealth of 450k. If it's possible, please share this woman with me.

[@molleespillett3181]

Annette Michelle Walters. look her up on web search

[@harlibassham8187]

@@molleespillett3181 Okay, there she is. Her credentials and profile are fantastic. Thank you; I'll get in touch right away

[@aaravsamardh7089]

Annette is the right person to run to if you're talking about stock investment, presently I have 7m$ in my portfolio and she is responsible for it, I started off with 500k, working with the right person or team is the best advice for anyone looking to make progress efficiently.

[@carendemoya5429]

@@aaravsamardh7089 Annette is going far, I'm happy to see this recommendation on her, I remember when she started her career, anyone could tell she had the spark, true genius.

[@Particle_Ghost]

The cord and the battery pack with the new Apple product sounds very reasonable, because what they'll end up doing is adding an upgraded version down the road which they can sell over again. It's simple strategy. All of these companies have technology far more advanced than what they first release.

[@zachm.4881]

Nice video Joseph. I wonder about your thoughts on Best Buy?

[@reaganwitten2272]

At the beginning of the video when you said you sold JPM, my heart hurt a little bit (maybe I’m attached to the stock lol). However, I thought about it and said to myself, if Joseph think Microsoft is worth 300-350, it’d be ridiculous for him not to sell jpm. Glad I kept watching! Way to stick to your valuations and rational thinking in a rough market!

[@dogelife7901]

JPM just started charging their employees for coffee and planning layoffs 😅🤐

[@reaganwitten2272]

@@dogelife7901 you know we’re in for a wild one when Jamie makes you bring your own coffee machine hahaha

[@shahsaa1]

Are you in intel?

[@tomzphone]

Isn't there a huge movement to eliminate the huge fees that credit card companies charge for using their cards? Wouldn't that cause them to go down in value?

[@calebmccalla9675]

You got CHD on my radar and am glad you did. I like a lot about that company and will hold for a long time. If you haven’t sold it yet I recommend you keep it. Thanks for the videos

[@focusrelax8838]

18:45 maybe he means tesla, companies that test it on customers before they know it works safely

[@captainstrange1466]

Why haven't you bought American Express (AXP)?

[@johnristheanswer]

I remember the video saying Apple would hit $200 " very soon ". Only seems like last month.

[@Concatenate]

He did a video 9 months ago on his After Hours channel saying Apple was going to 250. I actually got on his case about that because no one can know.

[@JosephCarlsonShow]

I never said apple was going to $200 very soon. I don’t give short term price targets on companies. I did respond to a video of an analyst talking about their price target however.

[@udayhomeful]

Yes, apple will hit $200 "very soon" but before that it might touch $80 "very very soon".

[@johnristheanswer]

@JosephCarlsonShow Joseph, with respect, you did. I've watched EVERY video you've published . I can't remember which video it was as you've done so many on Apple ( probably late 2021 ). It was around 160/170 and you said there's no reason to stop the price hitting $200. BTW, I'm not having a go , I'm just pointing out how quickly things can change. All the best.

[@GreatSax1]

What about the part where you said something along the lines of you did not like the business model of Visa or Mastercard? You did not like what they provided in contrast to another company that provided actual goods or services. Something along the lines of that.

[@markarnoldsfinance2765]

Funny how people are saying Microsoft is overvalued. It’s average historical PE ratio is 35 and it’s sitting at 24 now. Yes it can go down another 10+% but in 10 years I’m sure one would kick themselves for “waiting” till it’s cheaper, which usually means till after the stock soars again because you can’t time the market.

[@deadlyshizzno]

I'm so unconvinced by Apple's, and particularly Facebook's (they will never be Meta to me), vision that huge swaths of the population will have CR headsets to be so incredibly shortsighted. There's plenty of people in this world who don't give half a damn about technology like this that may touch it once or twice and then never again. Unless it becomes some kind of required part of society someday, I find it hard to see any company sustaining itself entirely on VR

[@calmman32]

VISA, MC, AMEX..sofi?

[@cee-saw777]

I’m a fan of your videos, but I’m not sure I understand how you define your “moats.” Estée Lauder has a strong moat, but Church & Dwight doesn’t? Texas Roadhouse has a strong moat, but Target doesn’t? In your words not long ago, Target is “just another retailer.” Isn’t Texas Roadhouse just another restaurant? And why are makeup and perfume a strong moat, but deodorant and cleaning products aren’t? I guess I don’t totally understand the cyclicality argument either, where you don’t like cyclical companies but are buying railroads.

[@hansschotterradler3772]

As a value investor I also stay away from expensive products; I'm probably the only one who never owned an apple product. I think my $250 Moto G Power smart phone is superior to any iphone for my purposes.

[@marylegan2046]

Hello Moto!

[@Dantehhhhh]

You are objectively wrong tho lol

[@hansschotterradler3772]

@@Dantehhhhh You did not read my comment. I said it is the best for my purposes with the best battery. Never said it is the best phone.

[@hansschotterradler3772]

@@marylegan2046 I turned that stupid jingle off. I use my phone for emailing, texting, KZbin, and a few apps. Moto is just fine for that. When my GFs Iphone is out of juice, I still have over 60%. Can't beat that for the money.

[@internationalplayboy8685]

Moto G Power is the #1 phone choice among burger flippers, trash men, and other low budget hobos.

[@soup100]

Dillard's is going bankrupt? Dude are you kidding? 71% earnings growth; 17% operating margins; 58% ROE; 43% ROIC; 13% margins; 7 PE ratio; 16% FCF yield; 15% earnings yield...

[@Thomas-ft2zs]

Hi Joseph, what are your thoughts about google concerning Chat GPT? If Microsoft can have a successful integration into their products this year it can seriously hurt google's market share. For example integrations into Bing or Word. Keep up the good work! Thanks!

[@ericli2936]

Buy both

[@sidharthjoshi2894]

The companies you sold are still showing in your Dividend Growth portfolio. Are you planning to buy them again in the near future?

[@JosephCarlsonShow]

I just updated the link.

[@burtbed4547]

Hi Joseph peasantry aside. Yes we all received your subliminal message about Tesla. Do you see a path where all stocks go back to pre pandemic level but not all at the same time? Apple and Microsoft included. Any concern about Amazon borrowing 8 billion for next year? This does not look good for the overall market.

[@1979wood]

What happened to your JEPI ?

[@builtbywalsh]

Normally people use Arm and Hammer to clean things! In this case Joseph got rid of arm and hammer to clean things up 😂😂

[@jakeroper1096]

“Bitcoin didn’t destroy JPMorgan this week, must all be hype”

[@darekaushi]

Same here I'm looking to sell some of my holdings and jsut focus on top ten positions. Glad to see Joseph getting back into V/MA

[@shadowninja6689]

Glad to see you back in MA. I didn't agree with you when you sold out of V & MA, credit cards still have lots of room to grow, and most of the new pay apps like Apple pay use V or MA in the backend. I've never owned MA, but I've got around 200 shares of V, and at these prices I'd like to buy more. Also I definitely agree with you that a lot of retailers are likely to go bankrupt over the next decade. Companies like Macy's and JCPenny's have net negative brand value for me.

[@4terstocklinks197]

Regarding the values of your JPM sell you bought your JPM stocks at around $50 (adding dividends to price)? When did that happen? JPM payed a dividend total of $23,46 from 2012 till today so at what prices did you bought JPM to have a 84% gain? I thought you started your depot around 2018. at that time JPM stocks were around $95. So can you please explain these numbers?

[@euphade]

they trying to pump the stock either with the icar or the iglasses I think people are just meh at this point in the market. I highly doubt visa and master card will be toppled so far I've never seen anyone use their phone in a store to pay for items. I can see using your phone if your shopping on the phone. I see the signs that say they accept google pay and cashapp but have not seen anyone use their phone.

[@unitedpvp1372]

Why don't you own WM?

[@royzeilstra8809]

Joseph, I am waiting for response at Qualtrim for a week. No reaction. Is there anyone that can help me (your new member)? 👍

[@ronaldoalv17]

Headset wood what an innovative thing but that doesn't justify the 2 trill more needs to go another 1trill or so to go lower

[@mr.financial]

I think it was very smart to sell those three positions. Cycling through cyclical sectors, industries and companies is always recommend.

[@TFJ2024]

Hey joseph can you look into FICO in your after hours channel

[@sublyme2157]

If history is any indicator, if and when the adult film industry decides on a virtual reality platform, that will be the one left standing; all others will be left behind.

[@pazuzuxx]

SQ is going to $150. Going all in!

[@kaisohotpeppersauce]

Nice buys 👍🏻

[@CFrey42]

Can you make a video about tax advantaged dividend accounts and non taxed advantaged accounts? I know some guys have taxed advantaged accounts? How does that work?

[@filb]

JPM was a good buy for you, I have nothing to add. CHD, I didn't agree with your initial buy, I thought back then it was already an overvalued stock. Good company, just terrible price.

[@ronaldreagan6756]

Great video again....keep up the good work. And buy Tesla ;)

[@reecenaidu6020]

Hi Joseph. Does your software program track South African stocks and ETFs? The JSE has some gems, and if your software does track South Africa, I would love to try it

[@lincolntx98]

Hey Joseph your videos really inspire me to get better in finances and building my own portifolio. Right now i'm thinking about buying some shares, but I'm havin a little trouble finding information to make my reasearch, would be great to know about the resourses you use. Thanks man

[@NickOloteo]

Joseph, let’s not use the words pricing power. It makes you sound like a grifting scammer like micro PP Kevin

[@joaquimcevallosmorales8944]

MasterCard is my second holding; my first is BABA. Hope you change your mind with the latter, soon! Thanks for the content, and happy new year.

[@The3nlightened0ne]

Why baba?

[@joaquimcevallosmorales8944]

@@The3nlightened0ne He had it and he sold off. Plus, it's finally showing some signs of takeoff. It's been 2 years of pain, hence the joke.

[@adrianford2847]

Finally tried Texas Roadhouse. It’s a vibe, food is great and great bang for your buck

[@ValuePotato]

How does Target holding has 87% gain and its only up $671 with the position being $2.5k?

[@0za909az]

I had to smash the 👍 button because this video is great. Keep doing it 💪 👏

[@leomega]

TGT has a 21 PE, and WMT and Costco near 40+

[@louisaparker]

By the way, if you buy stocks on a stock market, your money will not go to the company (as your video seems to suggest).

[@sshumkaer]

I'm a little surprised with Bed Bath And Beyond. It was super popular until 5 minutes ago.

[@terrelmoss1444]

How do you feel about Goldman & Morgan Stanley?

[@danielcluley870]

Probably a mistake to sell CHD. They are pretty good at brand development, although they choose niche brands. I like CHD a lot better than other consumer product brands.

[@Jumpman67]

I think your biggest miss is getting out of healthcare when you did.

[@sjuvanet]

back to V is blessed

[@davidyuli]

Totally agree your sold of JPM and TARGET. I personally don't hold any bank company, and also don't understnad why people like Target.

[@andrewschmutter4078]

I agree. Target is a horrible business that is inferior to Costco in every way.

[@certifiedfinest5065]

@@andrewschmutter4078 girls love Target

[@JoeyBeez]

No Newmont, no Freeport, BHP, Vale? 😮

[@antoniochionna6016]

I'm a Meta shareholder and this are my biases: 1) Steve Jobs is dead, so let's wait before sayng it will be better than the meta quest pro. 2) when this apple vr will be available it will compete with a new iteration of the quest pro. 3) Apple trying to enter the vr market is admitting Zuckerberg was wright about the metaverse and they are just scared

[@Paulie44]

I’m also a META shareholder (my largest position) and it will be interesting to see where the Metaverse leads. Was also good to see Microsoft onboard with Meta and the Metaverse for virtual meetings.

[@Dantehhhhh]

Yeah, to be honest I think Apple releasing a VR headset is a net positive for Meta since it kinda validates the metaverse that everyone has been laughing about (like it always happens, everybody laughed at the internet, at the iphone 3G, at netflix, and and anything new lol)

[@thatsmyjam8403]

Meta > Apple

[@internationalplayboy8685]

Meta is the most hated company on the entire planet, and Zuckerberg is the most despised human being on earth. No one with a double digit IQ is holding Meta stock. Apple has and will continue to destroy, annihilate, and humiliate this parasite of a company.