3 Ways To Compound Your Portfolio Quickly

[@JosephCarlsonShow]

Try out the Patreon with a Free trial: 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

[@sxg11]

Po qQ

[@supercruchynoodle]

Where do you find these ROCE and other numbers you mentioned? Do you have to go into their financial records? Thank you in advance ❤

[@coreysherrod7926]

Hi Joseph, I’m a recent college graduate who recently entered the work force 2 months ago as an engineer. I recently came across your channel due to my search for financial wisdom. I enjoyed the content you are creating, and I hope to learn a lot. I would also like to learn more about your methods to teach me on how to build wealth for myself. I’m still a rookie at investment but I’m learning fast everyday. I wanted to ask which brokerage account or company should I use to start investing?

[@diane.moore-]

At the very least, I now grasp the concept of leverage. Creating wealth and financial freedom isn't as tough as many people believe. Building wealth and remaining financially stable indefinitely is a lot easier with the appropriate information. Participating in financial programs and products is the only true approach to make a high income and remain affluent indefinitely.

[@mikegarvey17]

Starting early is simply the best way of getting ahead to build wealth , investing remains a priority . I learnt from my last year's experience , I am able to build a suitable life because I invested early ahead this time .

[@mariaguerrero08]

I completely agree; I am 60 years old, recently retired, and have approximately $1,150,000 in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!

[@ThomasChai05]

@@mariaguerrero08That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?

[@mariaguerrero08]

Credits to "Gertrude Margaret Quinto", she maintains an online presence. Just make a simple search for her name online.

[@CliveBirse]

Thanks for the info, i found her website and sent a message hopefully she replies soon.

[@RubyOliverm5l]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

[@SebastianNoah5e]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@SofiaJames9H]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@JulianBenjamin3d]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@SofiaJames9H]

My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.

[@JulianBenjamin3d]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@dianarabbanii2]

I'm thinking to put some cash in stocks or elsewhere, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? 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?

[@GiannisAndreou-b4t]

I would consider some structured financial products, such as Snowball, which can provide better income opportunities in market fluctuations. Snowball can not only make profits when the market rises, but also bring income through reasonable settings when the market falls, and some products also provide capital protection mechanisms, so that you can control risks while pursuing growth.

[@Andrew-xm6bb]

*Hi! I’m excited to be here in your channel and I’m interested in learning more about investing and saving up for my retirement but am a little confused about the whole process. Any advice or tips to get me started up would be greatly appreciated.*

[@ArturoM.Dykstra-55]

*Gold and copper remains the best investment to venture in, especially as a beginner, it’s not always affected by the downturn of the market*

[@doriradden483]

​@@ArturoM.Dykstra-55I won't recommend gold and coop although it's a good investment. I'II suggest digital assets as it's the best future investment. It's advisable to seek financial assistance based on your available capital and area of interest or preference.

[@WeweAke]

_I don’t rust them. They all gamble about the same thing which they _are_ not even sure of. It's a waste of time_

[@DavisFreeman-nu1cu]

*True. Am not ready to gamble my money with anyone. That's sick, am looking at spending my savings and I can't afford to lose it. *

[@Adams52523]

​@@DavisFreeman-nu1cu Finding financial advisors like Patricia strain 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.

[@jacksonmcgrady9073]

My favorite finance KZbinr. Thx Joe!!!

[@blaquopaque]

I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 too. Can it safeguard and grow $500k cash reserve for next 2 years at no risk?

[@Curbalnk]

I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire

[@kansasmile]

When it comes to situations like this, it’s wrong to engage in a single option. I suggest diversifying into various options with high performance coupled with the experience and aid of a finance Pro will generate bigger dividends and balance volatility.Thankfully, I can attest to the success of this approach seeing my portfolio of $330k grow by 85% in 3 years.

[@greekbarrios]

My partner recently hinted on going in the same direction, What did you invest in? Who is the advisor that guides you? more info if you don't mind

[@carterrk]

I was a part of the Vegas project for F1. The biggest issue was the bureaucracy of the F1 committee not giving clear requirements for building the track. That lid that destroyed the Ferrari can weigh anywhere from 8-25 lbs as well has have bolt down additions.

[@JosephCarlsonShow]

Makes perfect sense. Luckily it looks like it was fixed and things are going smoothly now!

[@wertyks508]

It is simple American degradation with every generation. You dont know how to do things properly anymore eg nuclear powerplants

[@magalengo]

The “experts” all have one thing in common. They have a long track record of never outperforming the market.

[@mitchrils]

All? So you’re saying nobody has ever outperformed the market over a long time period?

[@magalengo]

@@mitchrils Obviously “no”, but the people in the CNBC clips have never outperformed the market.

[@laudermarauder]

@@mitchrils The experts do outperform, the "experts" don't.

[@valentinvermont]

Don’t mistake these experts for investors, they are analysts not investors!

[@Rhino11111111]

Buffet?, Terry smith? Peter lynch? Bill ackman?

[@GabrielM764]

Joseph doing the Lord’s work for KZbin citizens with this video. Wow, well done.

[@tonysilke]

To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.

[@Nernst96]

While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.

[@PatrickLloyd-]

I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor.

[@PhilipDunk]

Please can you leave the info of your investment advisor here? I’m in dire need for one.

[@PatrickLloyd-]

Vivian Carol Gioia is my Advis0r. She has since provided entry and exit points on the securities I concentrate on. If you want to check her out, you may do so online. I usually trade in accordance with her strategy.

[@PhilipDunk]

I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.

[@gely_]

this is by far one of the most informative video on compounding yet, very well detailed, and could be explained to a chimp. Well done Joeseph, ty

[@SonnyGeorge-b7x]

Very very informative. I haven't much seen KZbinrs like you. Wish you all the best

[@lascenseurfinancier]

Number 4 : (higher yields than dividends) selling covered calls on the stocks you have at least 100 shares of. And then reinvest the premiums into more shares.

[@InfoRanker]

Depends, this could also cap your gains.

[@JudoHighlights2015]

Yeah it’s better to sell puts on stocks you’d like to own. But JC doesn’t like this method because it’s not passive enough.

[@Jeffdachefz]

not if you roll out positions until a red day and get out of it.@@InfoRanker

[@Jeffdachefz]

imo thats worse than buying it outright in this current environment. the stock will run up 10% and here are you collecting pennies instead.@@JudoHighlights2015

[@lascenseurfinancier]

@@InfoRanker Yes it could, but not if you know how to roll (up and/or out) to avoid exercise.

[@thecapone45]

Standing ovation on this one. Loved the info you presented here. "If you want to follow my journey over time and see the mistakes I make..." that summarizes so many of our financial journeys for sure. We invest, make mistakes, and we learn. Takes a lot of humility to admit you make a mistake.

[@A_francis]

My portfolio has good companies, however it has been declining since last year. I have lost over 30% of my $600K portfolio in the stock market and i'm looking to recoup. How do i turn the tide around?

[@RickWatson-xu6gw]

Look for stocks that have yields that outperform the market and shares that, over time, at least stay up with the market. You must consult a broker or financial counsellor for advice on a successful long-term plan.

[@moneyjourneyoficial]

Love the Buffet Clips! You are 100% right, the "experts" who always appear on TV just say what sells well, not what is important for investors. Its always better to learn from investors who have a proven track record of beating the market for many years. Good video Joseph! 👌

[@esk8Kyle]

Joseph! You will make history being a super investor. Keep up the great content.

[@BranislavB-hx9zy]

What I like about Joseph Carlson is his pragmatism and transparency. My investment philosophy and method are not exactly the same as Carlson's, but there are different roads to Rome. Greetings from Croatia

[@A_francis]

I committed *$600K* into some real assets like infrastructure and also looked into certain types of fixed-income securities. The idea is to have a balanced portfolio while taking advantage of the current liquidity environment. What are better strategies to optimize my portfolio?

[@DreamweaverShade-h9p]

The stock market has been on a tear over the last month on hopes for a dovish pivot from the Fed, but investors like me have seen this movie before whereby i'm left pondering if to sell off 30% of my $450k portfolio which comprised of plummeting stocks or hold on.

[@Damncars456]

Agreed, which is exactly the reason I stopped taking advise from KZbinrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.

[@Tsunaniis-j5l]

This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.

[@Damncars456]

I've shuffled through a few advisors in the past, but settled with 'Nicole Desiree Simon' her service is exemplary. I'd suggest you research her further on your browser, sure you'll find her basic info.

[@Tsunaniis-j5l]

Thank you for this tip. it was easy to find your mentor. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé

[@farmerbrett8660]

Great video Joseph absolutely love the Warren Buffett bullish outlook! I agree. Things aren’t always perfect but headed in the right direction.

[@LanceyRoche]

I'm heavily invested in Individual stocks since they offer more flexibility because I can pick and choose the stocks that fit my financial objectives and tolerance for risk.I implement a diversified investment portfolio with my broker Emily Lois Parker. made up of etfs, dividend-paying stocks, growth stocks and stocks of foreign companies which is how i scaled to a 7 figure portfolio.

[@harrisahmed3066]

Amazing well done!

[@MargotCrest]

I’d choose expertise any day because finding the right balance between investing and living is very important to me.

[@oliviarenereyes]

Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

[@Beremote]

Again amazing video learning so much from you every time!

[@Davide1709]

Rant here: It really bugs me when people say Warren Buffett was just a lucky guy and that his strategy can't be applied anymore or - even worse - that they are having better results than him... Try and consistently beat the SP500 for 60+ years and then open your mouth.

[@johnristheanswer]

Although he has said himself that he could not repeat this performance if he started out today.

[@baneinvestment917]

Need video on update on Microsoft. From its fast integration of its office products and it large new market cap. Breaking news also on Sam Altman being ousted as CEO. Succession episode for sure.

[@NowIsee-NowIdont]

Hi Joseph, what are the PROS and CONS of this individual investing vs ETF like VOO?

[@jorged4763]

Cristal clear !, one of the best videos in a longtime . Strong buy!

[@andress.r.5426]

One of the best channels I have come up so far, regarding this subject, gives you financially relevant news that affects big stocks or news that affects whole markets, it shows with examples based on his portfolio and is consistent in uploading times, the best finance KZbinr. 10/10.

[@danielm903]

Joseph can you please make a video about time horizon (ie. Someone just entering into retirement). What would you recommend the strategy to be(income vs growth)? Thanks

[@Polotoed]

As an F1 viewer for the past 20 years, I wanna throw in my view: the track is terrible, very poorly designed. Sure, the surroundings will look nice, but the racing will be mostly boring with free overtakes on the long straights in slip-stream and DRS. Aside from the loose manhole, the track will not be rubbered in, as no other support races are held during the weekend, so alot less grip than what those cars are used to (less chance for overtakes through corners) and the pit lane exit is in the middle of the racing line. I really hope this will be the first and last race on this circuit. Circuit of the Americas in Texas is a fantastic track, this is a marketing gimmic. Bonus fact: some grand-stand seats for $400 don't even have a view on the track...

[@JosephCarlsonShow]

You may be correct from a technical standpoint. I am sure there’s better purpose built tracks. But Vegas is a travel destination of the world that will have better hotels, food, and down time entertainment than any other venue. I think hard core fans forget that part of what’s grown the sport is getting new eyes on it through stuff like Drive to Survive and having the venue in Vegas will certainly grow the sport.

[@Polotoed]

True, I just wish we'd get better race tracks instead of yet another night city race. It's much better though than the car park track in 1981 xD@@JosephCarlsonShow Edit post-race: this was alot better than I had anticipated!

[@codeblue11]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

[@yeslahykcim]

It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.

[@Jadechurch-ql3do]

I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

[@brianwhitehawker1756]

@@Jadechurch-ql3do That’s impressive, Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.

[@Jadechurch-ql3do]

I'm being guided by “Leila Simoes Pinto’’ who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.

[@lucaswilliams9992]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@Billy_W]

Something really needs to be done about these fake comments, are there even any real ones???

[@JosephCarlsonShow]

I try to clean them out every couple of hours.

[@saulmarquez8989]

I love that the 2018 Joseph dividend strategy on this channel is finally focusing on the main goal which is long term great investments divy disbursements or not.

[@TerryCollinsP31Lifestyle]

Question: can you do a video on why you chose to buy CP on the dip instead of VICI

[@PedroSantos-vc2lu]

Hi Joseph, allow me to question your "How NOT". As I watched your start on this journey you held some high dividend yield stocks (above 5% or not so good as V or AAPL that dont have that much of an yield) and so my question, as a starter on this strategy (just started yesterday my jorney with 2000$ as a Portuguese Student 23yo finishing a masters degree - I dont earn money yet) is: Should I in the beginning, when i dont have much capital invested, aim for high yield dividend stocks TOO, and change to "better" business model stocks when I reach a high ammount of capital? For exemple, I own UNP and SBUX that are good dividend stocks (assumin that their business model and operations are good) but also have invested in MO (Altria Group) that have a 9.8% dividend yield.

[@digasultra9438]

Eu , também sou Português! És de onde?

[@PedroSantos-vc2lu]

@@digasultra9438 Coimbra

[@vulvamare]

I also would like an answer to this exact situation.

[@NoRegertsHere]

Never buy companies for dividend yield. ‘Yield trap’. But companies that grow their free cash flow. Dividends are paid out of free cash flow. If you just buy high dividend yielding companies, they generally pay out all of their free cash flow as a dividend abd don’t retain this to reinvest and grow their business. This is why a company with a high ROCE or ROIC is critical. Because that’s what the free cashflow will grow and compound at if it’s retained. If you are new to it, consider ETFs for a while to get comfortable with the psychology. Read and learn from investors who are actually successful. Terry Smith is one of my favourites, and there are hours and hours of him answering these types of questions in his Smithfund investor presentations. Charlie Tian wrote a book called ‘invest like a guru’, he’s got a chapter on dividend investing.

[@PedroSantos-vc2lu]

@@NoRegertsHere thank you só much. Will surely watch some tips of Terry Smith. One more question, where can i see some charts about cashflow? Does Seeking alpha and Tikr have them?

[@alan30189]

Good stuff. Thank you. I bought Apple stock back when Steve Jobs is still alive. After two stock splits and a lot of growth, it’s now a “24 bagger!” That’s not including dividends, either. 😁

[@yanlu]

Well but Buffett has sold and been buying bond heavily... I like the content and the way you bring knowledge to us in a didactic way. great content

[@haroldrios4050]

Hey Joseph, don’t forget the “expert “ Robert Kiyosaki. He’s been scaring people since 2017 😂

[@ramiallen6443]

I’m liking this channel, I haven’t exactly done this before but I enjoy learning stuff like this. Threw in 50$ into intuit and Texas road house (25each) and I make about a quarter a day It doesn’t sound like much but it’s gone up 5$ ish and I’ve only had it for three weeks. The last time I tried this I lost everything so I very much enjoy seeing green numbers 😂 deff gonna start adding more weekly tho

[@DividendDude]

Awesome video per usual Joe, what do you think of companies with high ROCE but not fast fcf growth like Altria Group for example, would like to hear your thoughts!

[@theWebWizrd]

Free cash flow is a very volatile measure that can be severely impacted by accounting and how a company operates, takes on debt etc. Looking at fcf growth therefore is even more noisy. Personally I would certainly be careful about that metric. Return on Equity is a lot more indicative of good business.

[@collectorguy3919]

Short-term, F1 in Vegas will be a trial for both organizers and fans. Long-term, it will enhance the appeal of Las Vegas, with problems long-forgotten. A lot of work will be required during the awkward first few years.

[@brittanynicolette9473]

Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.

[@alicebenard5713]

Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.

[@KatherineAnderson-lm8bw]

This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?

[@brittanynicolette9473]

Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.

[@ConnieGriffith-u4z]

Wow, that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

[@SophiaBint-wj8wn]

I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?

[@m.tt.m2500]

You should do a quarterly expert "predictions" overview. Great video.

[@Coda1850]

"We had a remarkable performance over the past 2 years..." when we stopped focusing on dividends. 🥳

[@parkerhenry1987]

About the recession topic: We are in a period of stagflation currently. Most of the growth that we have seen over that past few years there has been artificial growth stimulating our economy with the M2 money supply going parabolic. Yes, in recent quarters there has been quantitative tightening from the FED but we must remember that earlier this year there was a massive banking crisis that has seemingly been forgotten about. I've been studying markets very tightly the past year and I personally believe that by next march we will be in a lower GDP growth environment.

[@jojabee3]

“America has never been greater.” (Warren Buffett, 2016) He is simply a genius. Unlike ONE OTHER particular political individual, at the time, who was exclaiming that it was NOT great. 🤡🤦🏻‍♂️ Thank you for helping to keep it real Joseph. Terrific content, as always! 🙏🏼

[@mircea_h]

A genius who held delta in his portfolio and needed COVID to be scared out of it. He had no problem with the return on capital employed mentioned here

[@SCHD_JEPI]

What do you think about JEPI or JEPQ ?

[@michaelswami]

AAPL’s buybacks at current prices are a poor allocation of capital.

[@thilgu]

Agreed

[@FinancialFinesse00]

Thanks Joseph for this valuble and very informative breakdown of how t compound your portfolio I love your transparency keep the gems coming peace and blessings to you.

[@Zealand007]

I listen to Joseph Carlson

[@strangergranger10]

Can you make a top 10 companies that meet these criteria. That could be a good topic to talk about.

[@terrynicholsjr.3342]

So when you say you are using the dividends to buy more stocks, are you saying that you have the dividends go to your account and then you purchase different stocks or are you saying that you have them re-invest in that same stock to get more shares?

[@Zeroneii3]

manually reinvest you don't want them auto reinvested at extremely high prices

[@christiand.3348]

How about Divident ETFs? Does it make sense to hold such ETFs and reinvest the dividents into more ETF shares? Or is it more effective to focus on individual companies?

[@ryanharris1815]

Great job listing the things you do not want in an investment stocks company. I've been regularly listening to you for a few months now and consider your opinions well thought out and consice.

[@Chris-ew9mh]

Flames in the thumbnails.... looking at you Johnny Bravo! 🔥

[@wann9333]

Hi sir, where can I search or screening stocks which has high ROCE for free? I'm still learning on building my stocks portfolio. Thanks.

[@johnnyhshify]

Inflation is not down, the same media touting cost of living crisis while reporting inflation decline. Buffet and Munger both benefited from debt fuelled growth in selected companies.

[@kgr_alex]

should keep in mind that buybacks only create value for remaining shareholders if the price the shares are bought at is below their intrinsic value, which is not always the case

[@pfuiteufel1385]

Concerning buybacks: It's not automatically a positive aspect about a company if it buys back shares. If the management decides to buy back at PE-ratios somewhat north of 40, they're probably overpaying. Also, buybacks could be negative if the IRR is astronomical but being ignored for the sake of instantly returning money to shareholders. That needs to be mentioned too.

[@bryanlee6237]

But is it a good time to buy now??

[@kbrizy7490]

Joe, I thought buybacks were bad? Buying when your own stock is high. Would be terrible if it fell because Apple 2.0 shows up, (eg Amazon vs Macys). Wouldn’t it be better if ALL of the buyback money was just dividend money?

[@mbg9650]

WB will never say a doom comment about the market siuation. He knows his words carry impact. Rather look at his actions. Recently, Brk sold a lot of stocks.

[@miri9600]

Never bet against USA? Until when? 5T in bonds due next year. What they gonna do, print or borrow more?

[@michaelswami]

2008-09 was not even close to the worst financial crisis in US history. Try 25% unemployment in the 1930’s with almost no social safety net and a stock market that bottomed down about 90%. The stock market didn’t recover to new highs for 25 years.

[@nimbalkarvicky9]

Hey Joseph, Sam altman is fired from OpenAI, any view or thoughts (from financial point of course , not interested in politics or drama), also they say potential data leak..?

[@sauravchaudhury802]

Is return on capital you mentioned same as return on invested capital??

[@NoRegertsHere]

Similar. There isn’t a defined and accepted consensus on how to calculate either.

[@JosephCarlsonShow]

Return on Capital Return on Invested Capital Return on Capital Employed All of them are similar. Terry Smith uses Return on Capital Employed, the scope of ROCE is bigger than ROIC. For example ROCE will include debt and interest payments. That's why I use it as well.

[@sauravchaudhury802]

@@JosephCarlsonShow can you please screen few stocks with highest roce within sp500 and lowest debt

[@goodToons007]

Can you cover cpkc recent earnings and explain the details of their financial statement in comparison to last quarter.

[@Frank50505]

Awesome clip as usual Joseph.

[@TerryCollinsP31Lifestyle]

WOW Warren Buffet is really for America. Thanks for sharing those videos.

[@wannabeaznufcfighter]

I would love more videos like this! I use to shape my investment to give me a particular amount each month

[@charliejavani6457]

Thank you for your time and effort!

[@GVMarketInsights]

most important rule in investing: what matters is not timing the market, but the time in the market!

[@nathanhyatt5869]

You really should help protect your viewers by turning off comments. Crazy scams going on in KZbin financial channels.

[@ziyafarzaliyev4267]

Joseph, you are a market master

[@corydill795]

Do you account for the taxes that play a part in your dividends paid out to you? Taxes or any form of distribution is a GIANT drag on your returns.

[@abdullahalghamdi8005]

Great video, thanks Joseph. I have always enjoyed your insights and thought.

[@Phoenix-pm2iw]

No doubt what you are doing is smart investing that is useful for growing your money while you are still working. I think it would be impossible to live on the income generated from your portfolio. The diividend income is about 1.3 to 1.4 percent. The money is generating minimum income. Most of the returns are capital gains. I am saying people can learn a lot from you amd your ideas are excellent, but this is not primarily an income strategy that retired people can use, it's primarily a growth strategy for people who are not retired.

[@shadmo8629]

True, but the aim of the game is to balance risk/reward and make as much money as possible. You can sell some shares any time you need it.

[@rssharma9]

Excellent video and great presentation. Thank you for it.

[@mrtower5766]

Plus the Ferrari driver got penalized for it , a 10 place starting grid penalty 😮, it was not even their fault

[@peterapazidis8889]

surprised you didn't mention double taxation with dividends

[@Foxyfreedom]

No mention of the debt levels

[@archerhunter8691]

Joseph Carlson hi how often do you post on KZbin?

[@jonathanmasson5932]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

[@huggiesmelina3366]

I’m buying CLEAN-SPARK BLOCK SOFI,PALANTIR,SYMBOTIC. Xmas rally will take pltr to around $50 by early Feb, then sell off to around low $20's then this growth from this point will not stop for years to come..

[@RoyKent536]

I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

[@huggiesmelina3366]

​ @RoyKent536 that's impressive! I’d say your IA is doing a great job protecting your portfolio. I would like to also look this person up.

[@RoyKent536]

Well, I work with Camille Anne Hector, an active 7-figure veteran investor. you can find her easily online, then get in touch with her. She’s well renowned for her work as a consequence of a recent Bloomberg piece. She has a homepage devoted to consultations.

[@huggiesmelina3366]

​ @RoyKent536 Thanks I'll look her up later.

[@zamoraortiz6130]

I have unsubscribed from all other KZbin Channels but Stockado after I found Joseph Carlson. Don’t need to spend time watching other channels.

[@GrizzleSyrens]

Great video Joseph

[@investmentguru9920]

You haven't even watched the entire video yet. You commented this 1 minute after he uploaded.

[@GrizzleSyrens]

@@investmentguru9920holy cow you’re a smart cookie! 🍪 🍪 Here’s some milk to go with it 🥛

[@investmentguru9920]

@@GrizzleSyrens Thank you. I'm thinking about being a detective one day.

[@HonchoPoncho]

How can I find out the cost of capital of a company?

[@ahmedshokry6886]

Joseph, we need you to talk about the best semiconductor stocks over there. What’s your opinion about the competition in this field

[@rineleff2009]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $750k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

[@AmandaKatherineLeff-j9f]

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.

[@KarenLynnOlsen]

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, In reality, all I needed was professional advice.

[@maxwelltroy2375]

That’s impressive, have you always had a financial advisor?

[@KarenLynnOlsen]

Not exactly, I started out with a financial advisor called "Camille Anne Hector". Her honest approach gives me complete ownership and control of my positions, and her rates are incredibly affordable given my ROI. However, do your due diligence before contacting a financial advisor.

[@gilbertbrien2280]

Wow I know Camille. Her platform maintains a unique perspective and is very transparent with their investors. Regardless of whether or not she outperforms i will always stay invested as her methods alone with keeping investors in touch with their strategies and outlooks are something that so few managers are capable of and they should follow suit

[@Soullifter0]

Hi Joseph. With US charging non citizen a witholding tax, is it still good to invest in dividend companies like vici or focus to a less duvidend company like amazon.

[@yohjijames1413]

Do you get a tax credit fir the US withholding tax in your home country? Most countries allow this

[@StockTalkwithNikoKritikos]

So why does Costco trade at a high PE if its not a growth stock ?

[@markarnoldsfinance2765]

Looks like F1’s rough start is pulling VICI down a bit…so I bought more today!

[@moneycessity]

Wow. Share buybacks need some more attention. We need Share Buyback Aristocrats along with the Dividend Aristocrats!

[@danielellis6233]

Excellent analysis, however I think you forget one thing; dividends are taxed and buyback are not. So why should you want dividends if you reinvest them anyways? That seems tax inefficient.

[@quavo2107]

is investing every month the same amount in the same 5 stocks a a bad idea or is it better to only buy in the dips for starters

[@thilgu]

That depends on the stocks and your stomach for declines.

[@pablog.sanchezm.2325]

Hello Joseph, I would like to know what platform do you use for investing?

[@van8988]

m1 finance

[@charmcrypto824]

Really insightful breakdown of portfolio compounding strategies! Investing in companies with high ROCE seems like a solid move. By the way, ever considered crypto for retirement planning? My Digital Money makes it hassle-free to include crypto in your long-term investment strategy. Definitely something to explore!

[@TortoiseInvesting]

Absolutely couldn't agree more with your tips. Investing in high quality, compounding businesses, with great cash flows and roce, will in most cases, lead to good returns over time. (not financial advice) Buffett has surprised me with a lot of his sells over last couple quarters, wonder what exactly he has up his sleeve.

[@xTheLoyalDutchx]

Does Qualtrim cover European markets too, and Norwegian companies or just USA?

[@JosephCarlsonShow]

It covers every US exchange and many non-us stocks. Here's the extensions to use if you're looking at them. Europe .DE - XETRA (Germany 🇩🇪) .L - LSE (United Kingdom 🇬🇧) .SW - Swiss Exchange SIX 🇨🇭 .VI - Vienna Stock Exchange (Austria 🇦🇹) .AS - Euronext Amsterdam (Netherlands 🇳🇱) .BR - Euronext Brussels (Belgium 🇧🇪) .PA - Euronext Paris (France 🇫🇷) .IR - Euronext Dublin (Ireland 🇮🇪) .LS - Euronext Lisbon (Portugal 🇵🇹) .OL - Oslo Stock Exchange (Norway 🇳🇴) .PR - Prague Stock Exchange (Czech Republic 🇨🇿) .CO - Nasdaq OMX Copenhagen (Denmark 🇩🇰) .HE - Nasdaq OMX Helsinki (Finland 🇫🇮) .ST - Nasdaq OMX Stockholm (Sweden 🇸🇪) .IC - Nasdaq OMX Iceland 🇮🇸 .AT - Athens Stock Exchange (Greece 🇬🇷) (only loading price and dividend chart, example ticker: GEBKA.AT) .BD - Budapest Stock Exchange (Hungary 🇭🇺) .MI - Italian Stock Exchange 🇮🇹 .MC - Madrid SE C.A.T.S. (Spain 🇪🇸) Asia & Oceania .HK - Hong Kong 🇭🇰 .TW - Taiwan Stock Exchange 🇹🇼 .T - Tokyo Stock Exchange 🇯🇵 .KS - Korea Stock Exchange (South Korea 🇰🇷) .SS - Shanghai Stock Exchange 🇨🇳 .SZ - Shenzhen Stock Exchange 🇨🇳 .NS - NSE (India 🇮🇳) .BK - Stock Exchange of Thailand 🇹🇭 .JK - Indonesia Stock Exchange 🇮🇩 .KL - Malaysian Stock Exchange 🇲🇾 .SI - Singapore Stock Exchange 🇸🇬 .AX - ASX (Australia 🇦🇺) .NZ - New Zealand Stock Exchange 🇳🇿 North & South America NYSE, NASDAQ, AMEX and ARCA don't require a suffix .TO - TSX (Canada 🇨🇦) .MX - Mexico Stock Exchange 🇲🇽 (some tickers don't load, some only load price and dividend chart, example ticker: PINFRA.MX) .SA - B3 (Brazil 🇧🇷) .SN - Santiago Stock Exchange (Chile 🇨🇱)

[@MrMoore88]

Good video. Good content. Keep it coming.