4.5 Years, 0 Trades, $105,406...

[@NathanWinklepleckCFA]

Happy New Year everyone!! Sign up here: www.patreon.com/nathanwinklepleck to get access to monthly Coffee Can Scorecards for the entire S&P 500.

[@jonathankrimer]

Not sure why i can't make a comment. Anyway, love your content. Are you not concerned with the everything bubble? How can we hedge?

[@Anonymous-ld7je]

Been watching your channel for a long time, personally find it the best finance channel of KZbin as every video is well researched (with clearly explained sources), interesting, and applicable if the topic resonates. Your coffe can portfolio video inspired me to look into the topic more and put some money into a similar strategy. I know those kind of comments are probably mildly uncomfortable, but I never have or would make an investment based on a KZbin video alone... But your videos are often a great starting point. It's crazy how underrated this channel is. I think maybe it's because it's like the "vegetables" equivalent of KZbin finance... nutrient (information) dense and very good for you, but not to the taste of some of the masses that are more accustomed to junk food (videos). Congratulations on the book and on the father-of-four status. Thanks for all the free information over the years, and for always sticking the facts and not resorting to sensationalism to get more views.

[@JohnsFishTales]

Demonstrates the power of owning high quality stocks, and not messing around with them.

[@NathanWinklepleckCFA]

Absolutely!!

[@jimjackson4256]

After years of churning around i am coming to that realization myself.

[@jean-marcducommun8185]

Nathan, you'r probably among the very few contributors here on YT who is truly an investor and not a speculator and needless to say that your results back it up. Congratulations! Thank you for the great content you provide year in year out and I'm contemplating about becoming a member. Believe me it's not about the cost of the service (very fair) but a lot about my time budget constraints. I wish you a Happy New Year!

[@FI-Beauce]

Happy new year Nathan, thanks

[@NathanWinklepleckCFA]

Happy new year!

[@dennisr9724]

Happy New Year Nathan. I am very happy with my Subscription! I still like the Munger portfolio using ROIC & Sales Growth. Have a Great Year.

[@NathanWinklepleckCFA]

Same to you!

[@jimd1617]

Happy New Year ✌

[@NathanWinklepleckCFA]

Happy new year!

[@jsajeev3046]

Happy New Year Nathan. For me the key takeaways are that firstly it is pretty difficult outperforming the index and secondly hold a broadly diversified group of stocks and let compounding work its magic. I think Meb Faber showed sometime back that asset allocation percentages over the long time accounted for less than what one expected and it was basically time that you were invested for that mattered - of course horrendous strategies would decimate a portfolio.

[@ananditagangwar9988]

I only by covered call ETFs because i understand the power of compounding especially in a "high distribution" environment.

[@Mechulus]

I sure hope some random person with 3 names has some sweet stock picks for me that I can look up on Google... I just want to get scammed. I'm waiting...

[@KietNguyen-up9vx]

since u ask. according to randomizer, PEJ, FPXI, and CIM. 3 stock with cool acroymns. Never heard of these ones but hey here you go.

[@higiniomorales459]

I ended the 2024 year in my regular brokerage account at 88.48% gain YTD, and 72.54% gain YTD in my Roth IRA.

[@NathanWinklepleckCFA]

Nice!!!

[@nocheaven8427]

Coffee can ist Klasse 🎉

[@NathanWinklepleckCFA]

Das stimmt 😊

[@Frankly-S]

The coffee can strategy is interesting and entertaining but it's applicable if you have a substantial lump sum. What about the average Joe working on a paycheck and having some percentage of that paycheck to invest bi-weekly or monthly? How can I marry DCA and coffee can?

[@JuanBattaglia45]

I love SP GARP ETF (SPGP). Growth, compressed valuation, quality. Strong and resilient returns. It's a part of my passive portfolio.

[@OllieCat125]

Nathan - Appreciate the Video. I wonder if you would be interested in doing a critical review of the AAII Growth Investing portfolio. I was wondering what you thought?

[@killersentra]

That is a crazy performance on those ports. I like how your picks some are unconventional popular stocks which is crazy. I also like that you show the L's too. I was wondering what made the losers kind of tank off or fall out of favor. Quite honest with buffet selling Taiwan....then seeing it gained. Just goes to show you really can't follow those guys and what their doing.

[@NathanWinklepleckCFA]

Thanks! And yeah, good to just learn from them, but not follow them 100%

[@istvanpraha]

The issue is it was all luck the past few years. It was not based on earnings growth but mostly multiple expansion, ignoring a lot of macro data and events. Not sure it will turn out the same again for another generation or so

[@Roberto-bf7us]

Not comparable dividend reinvested for the Dividend Draft vs the VIG. I suspect all of the indices would beat the dividend draft if a fair comparison is made.

[@NathanWinklepleckCFA]

What? Dividends reinvested for both.

[@glendavis1266]

I cannot determined why I never get access to these portfolios or know when these have been discussed. Thus where are the videos covered? Or are these available yet. Then what is addressed here in this video is a membership to coffee can investors club portfolios, that I have never heard about? Why am I missing these presentations??????? .😢

[@NathanWinklepleckCFA]

Glen-this is the same as Patreon :)

[@bwilly622]

I’m assuming you meant 2025 in your “Member Announcements”?

[@NathanWinklepleckCFA]

YES! LOL

[@NathanWinklepleckCFA]

Already doing it….. takes me 3 months to move on to the next year….

[@bwilly622]

@@NathanWinklepleckCFAI hear ya, Happy New Year! Good Luck in ‘25!

[@johnmcquaid7524]

Cool channel that has a Time machine!

[@NathanWinklepleckCFA]

:)

[@peterl3282]

The original Coffee Can portfolio is LEXCX, launched in the 1930s. It has been solid, good for about 11% per annum over a very long period of time. But it returned just 3.6% in 2024. So expect lumpiness when your top holding (UNP) is over 37% of the portfolio. Let your winners run, indeed!

[@NathanWinklepleckCFA]

Love that portfolio!!!

[@MorzhSD]

Is there a simple way to find shareholder yield for various stocks?

[@NathanWinklepleckCFA]

My coffee can scorecards have them for each stock :)

[@carlosdiscounts1407]

Its been a crazy couple of years. VTI is up ~50% in just the last 2 years and 77% in the last 5. The coffeecan makes sense but looking at the last 5 yrs when there's more large cap political turmoil, wonder if intuitively we could skew towards those industries somehow (big tech or Trump affiliated). SCHD, a dividend focused ETF also up 42% in last 5, and 8.5% in last 2. Basically, a rising tide lifts all boats and while you're making fair assessments against VIG, not sure if we can draw anything conclusive.

[@davidlavalle]

Wisdom!!

[@NathanWinklepleckCFA]

Thanks, David! Happy new year to you!

[@davidlavalle]

The same to you Nathan and your growing family!

[@mbabcock111]

Confirms research to simply buy the US market as the best choice for 99% of those actually smart enough to be thinking about taking responsibility of their lives.

[@nicholas5396]

Love the coffe can concept but it does fly in the face of the data that says the vast majority of individual stocks actually underperform treasuries or lose money in the extreme long term. www.ft.com/content/caa1139b-e71d-4918-b422-56fdd4f67a3b And for the paper/study: papers.ssrn.com/sol3/papers.cfm?abstract_id=4448099#paper-references-widget

[@NathanWinklepleckCFA]

It actually agrees with that. Over time, the 20% winners in your portfolio become your portfolio, while the 80% losers/underperformers sell themselves :)