My Investment Portfolio + a Stock I'm Buying Now

NEW! Access our Investing Website & Private Community: investorsgrow.com/
8 Steps to Analyze a Stock Video: • 8 Steps to Research a ...
Robinhood Sign Up: join.robinhood.com/jamesc10724
★☆★ Subscribe: ★☆★
goo.gl/qkRHDf
Investing Basics Playlist
goo.gl/ky7CJq
Investing Books I like:
Investing Books I like:
The Intelligent Investor - amzn.to/3EEFf83
Common Stocks & Uncommon Profits - amzn.to/3MuoJsZ
Understanding Options - amzn.to/3T02tcX
Little Book of Common Sense Investing - amzn.to/3COH9R9
How to Value Exchange-Traded Funds - amzn.to/3RTS94Z
Dale Carnegie - amzn.to/2DDAk8w
Equipment I Use:
Microphone - amzn.to/3rOkkI6
Video Editing Software - amzn.to/3CxdoUH
Thumbnail Editing Software - amzn.to/3yAG6mc
Laptop - amzn.to/3EHxcHx
DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility and we do not provide personalized investment advice. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment.
#LearnToInvest #StocksToWatch #StockMarket

[@AnnelieseGretel]

Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.

[@TamaraHagen]

The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies

[@KelvinCesar-bv8ow]

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

[@KelvinCesar-bv8ow]

@@dylanbraine 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.

[@patrickbrussels4454]

@@KelvinCesar-bv8ow Sure, the investment-advisor that guides me is *KATRINA VANRENSUM* she popular and has quite a following, so it shouldn't be a hassle to find her, just search her.

[@lucagreco1787]

During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?

[@edna6592]

.Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession is only possible under the supervision of a professional or trusted advisor

[@ishananand8024]

If you do make new buys, know your exit strategy before going in. Consider taking partial profts quickly to lock in some gains. I've been in constant touch with a fiinancial-analyst since covid . You know these days it's really easy to buy into trending stock`s, but the task is determining when to buy or sell . My advisorr decides entry and exit commands on my portfoliio, I've accrued over $550k in barely a year.

[@ishananand8024]

Personally I work with Eleanor Cecilia Schnell a registered Investment advisor. Quite renowned, search her name to get in touch

[@robertclarkson6064]

Thanks for the update. And yes, your bullpen video is a great idea.

[@jeffkobe81]

Thanks for the sharing😀

[@fakealias]

The other odd ball item with CVS is Aetna being an insurance company, so is part retail, part healthcare, and part insurance/financial. An analysis of the 3 segments and valuation would realistically be needed to find a true fair value, although I do agree that its like a good buy atm.

[@craig1315]

Hi Jimmy Does you DCF valuations take into account stock based compensation?

[@biglebowsky1988]

love your videos jimmy

[@foodini666]

nice video. did intel drop their dividend recently? i have some and i could have sworn their dividend used to be a lot higher.

[@j.wmatney]

I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 11% and being cautious. Still better deal than letting it sit in savings or checking earning near 0-1% interest.

[@chicago0027]

Well up at 11% in this present market is impressive. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. Or is it better to invest in a distributing ETF (even considering taxes)?

[@j.wmatney]

ETFs are cool. My portfolio is very much diversified so it's not like i have a particular fund i invest in. You should probably copy a licensed person more so one with experience of the past bear markets. I copy a chartered financial analyst Amie Christine Shapiro Been quite consistent. My portfolio returned $350k in Q4

[@em8743]

Exactly, the markets are been propped up by the FED printing money with NO limit. Every time the Market blips down the FED dumps cash into the dip. you and I have no idea when the selling will stop and when they decide it's time to make more money. It's a game you learn to play or stay poor for life

[@jonesherbert7409]

i am envious i've been in the red for too long even before the dip but would like to ask are you giving her your money or the money stays in your account?

[@j.wmatney]

You don't give out funds here. My account only mirrors her trades in real time that's the ideal for this system. The lady I just recommended is a renowned advisor and knows what the heck she's doing. Check her out i think she will explain better.

[@cnettrouer]

I'm interested in your bullpen stocks. Have you considered possibly adding an index fund (ETF) to the mix??

[@ahrorkuldashev9603]

Thank you for always producing great content. What do you think about Lumen Technologies?

[@rickgraham7641]

You need timestamps Jimmy.

[@sandeshsinha9174]

Rick Graham Stephan

[@DiegoEsteban1910]

Highest historical valuation for CVS was 112. Seems a bit too optimistic to put the fair value above that.

[@jigridost3338]

Hi Jimmy, it will be great to see a video on which stocks you are planning to buy, why and at what price. Also it will be great if you can how you picked those stocks.

[@samuelmonreal9035]

Where do you go to calculate these stocks? For example the CVS stock? Please let me know.

[@josemateus4050]

Please do a video on CVS!

[@inNYCC]

Thank you Jimmy. Great video

[@faisalmithawala624]

Thanks Jimmy for this video!

[@AMotoVlogger]

Hey Jimmy how is it possible that CVS had positive FCF margins highest since 4Q20 and yet they had a negative net inc margin this Q? Please and thank you

[@TheSneakybones]

Where can I find this DCF calculator ? Is it a website ?

[@jm3363]

I always enjoy these updates. Stick to the pie chart though it seems more apt at conveying info.. unsure why?

[@jonscr6499]

You are a great guy... LMT was a genius buy!

[@Harry_S._]

Why do you only buy American companies (except Alibaba)?

[@marlalama4513]

Thanks much. Yes, please, The bullpen video would be nice Jimmy

[@trippleaj]

What’s a good brokerages to use? I’m in between fidelity or robinhood

[@AlessioRastani1.]

Thanks~>for watching and commenting, reach out to Finance Josh with the wat'sApp number above for a business investment plan that will change your financial life!

[@Marlboroman2011]

Interesting choices. In my retirement I chose PARA over WBD and JPM over Citi. However, in the latter case, mulling selling my JPMs now that I am up on it for ALLY shares. But I have to keep evaluating them both more. What are your thoughts on Ally? And on another note, how bout Goodyear, which I also have heavy for more than a year now in my portfolio. No dividends, and it's been in and out of the green for me so it's OK. I like their acquisition of Cooper Tire and their turnaround into positive earnings in 2022. And OK with its cashflow.

[@anderson6379]

Thanks Jimmy - U Legend

[@K3Y77]

Amazing video

[@High00Low]

Thanks for all your Videos. Keep It up, I'm 16 and you are the one that taught me a lot about investing.

[@thiagomartins3233]

Perfect video omg, I'm Brazilian trying to leand more about international investment

[@brettgreen9247]

love all the picks minus Baba. Looks a lot like what I have been buying as well! Thanks Jimmy.

[@chemistrywithmike8627]

What tells you that the analysts' CF estimates are a) conservative b) accurate or c) estimates at all? Have you seen what numbers they include when they calculate CFs? It wouldn't be wise to rely on them

[@marinikc8780]

what do you think of PFE, JNJ, UNH + BAC, VZ - at the current valuations? if you can make a video on health sector overall, i'd appreciate! seems most of the companies are oversold, due to the expiration of patents and new merger&acquisitions costs...!

[@gabrielflaim9984]

What do you think about the huge debt of Warner Bros ?

[@richardzhou96]

Thoughts on Intel? I know you were bullish on them previously. I recently sold after the last earnings announcement

[@hernstv]

Keep it comin Jimmy

[@moemoe2616]

Thats a pretty goddamn good portfolio! I would say some of the stocks you bought jimmy a bit expensive for my taste buds. But overall its solid!

[@dreamrealize642]

Kudos to you, i don’t go over 8% of total portfolio on a single stock. My risk limits are lower :)

[@shakeelrana8064]

Please do show us !

[@Jibuu1]

Can we get an update here on CVS please? I’ve bought on Jimmy’s recommendation and im down over 20% on it. Are you still bullish on CVS?

[@dariusbakhtari439]

Stunned not to see Amazon in your portfolio, may I know why?

[@eh7599]

Go with efts like VOO and VTI.

[@tylerb2037]

Spy and VTI all the way

[@kevinbailey3239]

Agreed. I'm not sure I understand the benefit of basically owning top S&P companies individually vs. the etf. Also seems to be more exposed if there's a rotation away from tech.

[@alwayslearningE]

Agree with you gentlemen. Jimmy we appreciate the video as always. But how about going with VGT or VUG if you want greater exposure to those great companies?

[@Vsghdjfdhkfd]

I do stocks not etfs its more enjoyable for me. Stocks are not everything for me though I have rentals and a bussines so stocks are kinda fun money for me.

[@abeertariq1051]

Can you make a video on the big 5 canadian bank stocks? They've been long considered some of the best investments on the canadian stock market with great dividends, safety due to regulation, and growth prospects due to Canada's high immigration targets, which means stable account growth. I think they're great ideas for stable and steady growth, and trade at lower PE ratios than most US banks.

[@leswhynin913]

BNS and CM look promising right now

[@tobybear8297]

Would love to see a bullpen video

[@ahmadshamseen2187]

Hi Jimmy, have you ever thought of owning any mining stock ?

[@sandeshsinha9174]

Data mining and machine learning?

[@ahmadshamseen2187]

@@sandeshsinha9174 no mining for metals like iron ore, copper, etc

[@sandeshsinha9174]

@@ahmadshamseen2187 oh got it. Thanks

[@donnav7849]

Are you worried that Intel will cut its dividend since it had poor performance yesterday?

[@TFJ2024]

Can you do YUM they have good growth and a wide moat

[@waynelangstaff6419]

Where are the new updates Jimmy??! 😢

[@diegoag85]

Thanks a lot for this! Great content. I’m curious to average the betas of your portfolio to see the amount of systemic risk you’re taking historically! This would also give me your required rate of return considering free-risk at 1,4%… long term strategy also covers protection against market drops.. my question is how do you protect your portfolio? any counter cyclical positions or any other strategy? Thanks a lot :)

[@pennguino9137]

As I watched the video I was going to suggest Medical as another diversification. I loved your deep dive on UNH. Take a look at Medtronic (MDT). Irish company, but favorable tax laws with the US. Good Dividend, about -40% from high, hasn't been this low for the last 5 years. Just hit a tripled bottom (2018, 2020 Covid, 2021). Medical devices, not Pharma. You could look at MPW if you want some Med wrapped in a REIT. Thanks for the CVS tip. I will run the numbers. Buying Aetna may be a game changer for them long term.

[@dekeyserdekes373]

Has my man Jimmy been slimming down? Let’s go Jimmy

[@15440]

What about a video encouriging to implement a Pocket Money for their children in every house?

[@JKRInvesting]

I thought you were a long term investor, how come all your positions are new?

[@timdehaes1639]

Cause the portfolio was started around a year ago

[@JKRInvesting]

@@timdehaes1639 👍🏻

[@h.b.9694]

can u compare WBA vs CVS?

[@djramz3]

Agreed!

[@sultansaud7885]

Bullpen list please we wanna see them

[@jamesjackson681]

Great video!! Thought you’d have a reit should do a deep dive on ticket symbol ‘O’

[@calebwert1057]

This portfolio will probably generate a 8% return per year. (If everything goes right. That is why he should of used a margin of safety)

[@maxjames00077]

He uses a margin of safety. 8% is what he will make if everything goes as he calculated in the 'worst' case scenario. The portfolio can do way more than that if everything goes very right :)

[@deeptoot1453]

He used margin of safety. Most of these stocks are either fair value, cheap or incredibly cheap with huge potential of they cna turnaround things. If they do not, they will mos timely still go up but not as much. I have very similar picks as Jimmy except for Disney. Meta is so so imo.

[@simplydividends]

I would be very nervous holding 9% of my portfolio in Intel. There's too much risk and uncertainty. I believe Intel is also caught in a catch 22 where they need to cut or even suspend their dividend entirely. But this in turn will tank the stock more. I think I'd only buy into intel if they slash their dividend and the stock falls to about $20 which I think is certainly a possible outcome.

[@michaelfriend3990]

Jimmy!!!!!🎉

[@dimzoll3669]

You holding up pretty good. I would be also if I hadn’t been smoked by META, I am still -30% down

[@julhe8743]

Great video new subscriber. Wow META is now almost $300👌

[@Kaloyan.Dimitrov]

I think that Walgreens is a better value play then CVS

[@yandrygonzalez9252]

Intc just announce earnings and it was a disaster again. I think this one should be trading around 20$ per share or lower.

[@TheNimbleNomad]

Well we are f’d on Intel… probably got your opportunity now. I’ve been using the example you gave us to track a stock over multiple years.. and 22 to say the least has been a disaster.. two quarters of losses and 3% margin overall.. what a nightmare. I really hope they can turn things around..

[@islandinfluence231]

Invite Seth from everything money to do a guest appearance, loved you too

[@Cleisthenes607]

Diversification is not so important in the accumulation phase. You want to concentrate in good bets and then once you've made significant gains you diversify to preserve your capital. That is what Warren Buffet did.

[@rhueoflandorin]

own intel for $29 (started at $56), tesla for $130 (started at $280), AT&T for $16.63 (started at $29), Verizon for $38 (started at $58), disney for $92 (started at $111), WBD for $11.61, ATVI for $72.83, Micron for $52, and AMD for $63. NEVER invest "ALL IN" on anything. Always leave sufficient capital available to improve your positions (by reducing average cost) when the inherent variance of the stock market turns negative; being able to see a "loss" in value of a stock instead as an opportunity to improve my future wealth by growing my position has been my greatest asset. While other people panic sell, I buy. Was going to do both microsoft, apple, and alphabet, because a few months back they were all pretty good prices, but my position in tesla required reinforcement more, and likely has a higher (and quicker) return due to the market's insanity lately (already back up overall 36%...so i think reinforcing my position in tesla was the right call, dropped my cost from $280 to $130)

[@Attackz]

I'd strongly recommend buying TopGolf Callaway Brands. The company will become a cash cow 4-5 years from now. The upside when the venues are built will be exceptional. Strong chance they will begin to pay a healthy dividend when this comes to pass.

[@BearInvesting]

Let’s see the bullpen.

[@calebwert1057]

If all he did was tap on a 30-50% margin of safety then he might actually have a chance of beating the market.

[@maxjames00077]

Then he wouldn't have been able to buy any of these. Also, this portfolio will more than likely beat the market for the next 10 years.

[@Neon_Dre]

@@maxjames00077 that's true!!!

[@calebwert1057]

@@maxjames00077 ya and if he never has the chance to buy any of these companies then he moves on to the next best opportunity. You can’t force the numbers in your favor. Also you don’t beat the market when you are buying the heaviest weighted stocks in the market.

[@maxjames00077]

@@calebwert1057 No, they were already in his sweet spot? So why go to the next? He doesn't force the numbers in his favor. Apple was trading at 150-170 for ages and he kept saying he is waiting until it hit 139 and that's where he will buy because it's where it gives the return he wants. You don't beat the market by buying the heaviest weighted stocks in the market? Did you have a stroke brother? last 5 years the snp500 did 47%. Apple, the BIGGEST FREAKING COMPANY OF THEM ALL did 260%. No ofc you dont beat the market by buying the largest companies. You DESTROY the market.

[@FundriseFanFam]

BULLPEN PLEASE!!! 🔥🔥🔥

[@zwytkly1805]

I think INTC might be a clunker.

[@matthewcobley125]

You should also mention how much cash you are currently holding.

[@timdehaes1639]

What difference does that make?

[@markoratkovic9611]

So whole the time I've been listening to a guy who was investing like what, 2 years at most? Thats some crazy experience...

[@LZentertainments]

My critique continues to be Intel. You are much better off not betting on a shaky comeback story. In fact, it doesn't fit your portfolio at all. You should replace it with TSM or AVGO. I myself exited T with the spinoff. Wasn't interested in the businesses as seperates (T and Warner)

[@abeertariq1051]

Could you do an analysis of AMD? They look to be a great play for taking short term marketshare from Intel, and long term market share from Nvidia. They're valued at a lower PE than Nvidia, despite Nvidia's terrible pricing for their latest graphics card line. Their AI is constantly improving, closing the gap on nvidia. I think it would be a good growth play long term.

[@ryanvboy]

I briefly look over AMD and saw their stock compensation. If you decided to buy, look into that as they may continue to dilute their shareholders by like A LOT! That’s a no for me.

[@abeertariq1051]

@@ryanvboy good point, however AMD isnt offering substantially more SBC than Nvidia, and SBC can be good for a company when done in a moderate manner. Google has been offering SBC for ages, as has apple. This isnt a Palantir situation.

[@ryanvboy]

@@abeertariq1051 I heard that AMD dilute their shareholders by 65% in the last 5 years.

[@rtorcato]

How about PARA? I bought below 20. nice dividend and buffet is buying it.

[@crohmer]

Nah

[@leswhynin913]

I like it

[@Allen-L-Canada]

☑☑JImmy, could you do analysis on CVS?☑

[@sweet1748]

Basically only buying tech

[@lucagreco1787]

.During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?

[@lucagreco1787]

During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?.

[@m.tt.m2500]

INTC is donw to 27 today. Horrible earning, long time before you see 38 bux on INTC.

[@belgenlogin]

Hi Jimmy

[@mikekeenanphd]

About 50% or more of my portfolio is finance and health care. You have 4%. No consumer staples. Not very balanced. Heavy in old tech.

[@matteoperini19]

Basically only large companies

[@colby7325]

Warren buffett says its better to buy a great company at a fair price than a fair company at a great price. These are all great companies, because he is a buffett-style investor.

[@DBarnes1991]

When Buffet was his age, he would not of said that. Munger is the one who said that n told Buffet that.

[@matteoperini19]

If many mega caps are great companies, most great companies are still small caps. Also Buffett says he would invest in smaller companies if he hadn’t a multi billion dollar portfolio

[@matteoperini19]

@@DBarnes1991 why is age relevant

[@colby7325]

@@DBarnes1991 look it up dumbass. Buffett is the one who quoted it.

[@ana-pi6ut]

Thank you. I sold my Lockheed Martin because I can’t profit on prisons or companies that kill people.

[@thechameleon832]

Good luck finding a company that doesn't

[@ana-pi6ut]

@@thechameleon832 that doesn’t kill or abuse people?

[@bretfeeney1072]

I stared watching you because of INTC and you bought around $46 per share at first not $38. Why did you say this?

[@ryanvboy]

I think he DCA and most of his buy was at $38.

[@LZentertainments]

He started at 46 and he has averaged down to 38.

[@LearntoInvest]

Exactly, as the stock has dropped, I’ve added some more, so all my purchases prices are the average price I paid

[@CobraChamp]

I really like your educational videos and subscribe and like almost all of your videos. But, let's call a spade a spade, your portfolio is very, very concentrated and includes a tremendous amount of individual company and industry risk. I sure hope your watchers pay attention to understanding the benefits of being better diversified rather than trying to be stock pickers.

[@MichaelJosephJr934]

Get rid of INTC and CVS. I like all the others.

[@eh7599]

MSFT is too expensive still. Great company though.

[@monsterboomer8051]

I also bought CVS bellow 90 usd price.

[@sebholding]

Still happy to own Intel ? They just posted yet an other horrible quarter and forecast a loss of 15 cents per share for the Q1 2023...sales keep going down and the gross profit margin is literally collapsing. They are spending dozens of billions on production capabilities, their competitors are doing the same, yet the existing factories are already running bellow their capabilities.

[@TFJ2024]

Visa or MasterCard

[@-Blick182-]

JUST SAY WHAT STOCK IN THE TITLE

[@-Blick182-]

I unsubscribed because you didn't say what stock. It's a form of click bait

[@basketballbroker2113]

If you buy top SPY stocks, better is just buying SPY..

[@Nasdaqslaktarn]

i basically have 54% energy the rest in some agg/ argentina and som coms, Being heavy in tech right is clearly not working. The macro landscape has shifted, these guys still play it like its 2020. cmon do better

[@cpculture4641]

Investing in single stocks is asking for disaster to happen.

[@slotkitty6903]

No AMZN?

[@Zenfix1]

“The idea that a bell rings to signal when to get into or out of the stock market is simply not credible. After nearly fifty years in this business, I don’t know anybody who has done it successfully and consistently. I don’t even know anybody who knows anybody who has.” Jack Bogle