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@224dot0dot0dot104 ай бұрын
Hello Joseph Carlson, if you want to understand the logic behind why the GE Aerospace investment doubled in value then I highly recommend that you read German billionaire Thiel's Zero to One book as well as the Joel Greenblatt Stock Market Genius book because I think that GE Aerospace might have some of the economic characteristics of a monopoly in microeconomics according to Peter Thiel and I think that the situational investing maneuvers that Greenblatt and Gotham Capital are always mentioning would have also predicted that GE Aerospace might potentially double in value at approximately 12 minutes of the way into your video. Thanks 👍 Joe!
@224dot0dot0dot104 ай бұрын
ASML Holdings also has the characteristic of a monopoly in microeconomics because ASML Holdings had a monopoly on certain types of EUV photolithography machines. Although supposedly ASML might be at risk of losing its "monopoly in microeconomics status" because there are rumors about a new business in the USA that competes with the ASML EUV photolithography machines (ASML was supposedly selling these EUV photolithography machines to TSMC)? This new American company that is trying to compete with ASML might or might not be getting subsidized by the United States Federal government which might or might not imply a huge potential danger to ASML Holdings and its "monopoly in microeconomics" status?
@byrons13394 ай бұрын
Hey Joe, I'm thinking about adding SOFI to my port. A 3 to 5 year holding period. Thoughts?
@viviancarolgioao3 ай бұрын
I'm an amateur investor with a portfolio of 70k but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Any suggestions?
@PASCALDAB3 ай бұрын
It's a good idea to seek advice at the moment, unless you're an expert yourself. As someone who runs a service business and sells products on eBay, I can tell you that the economy is struggling and many people are struggling financially.
@SeanTalkoff3 ай бұрын
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
@DonaldStokes-p3 ай бұрын
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
@SeanTalkoff3 ай бұрын
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
@DonaldStokes-p3 ай бұрын
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
@SirDangalot4 ай бұрын
Joseph, yours is by far the best investing channel on KZbin, IMHO. You get straight to business, no BS up front, and you don't try to make stupid jokes. I particularly like segments like this one where you review super investor portfolios. Very helpful to those of us still learning and fascinating to see what these people are doing. I hope you're crushing the KZbin algorithm! Keep up the great work, my brother!
@sabrinazhang5004 ай бұрын
He is the best of the entire KZbin investing universe.
@montel02204 ай бұрын
Who are the others? I need new ppl to listen to
@andrew62263 ай бұрын
@@montel0220I’ve been wondering the same. Every other YTer I watch is not thorough like Joseph. I like that Joseph provides his full arguments, and allows us to take it or leave it. I do agree that finding others to listen to is important.
@Rogershijianhui4 ай бұрын
This is my favorite series to study the super investors!
@ClaudiaSchreiber-b1p4 ай бұрын
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@LejlaGöransson4 ай бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@annaj.osorio4 ай бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@Robbertskypes4 ай бұрын
This is definitely considerable! think you could suggest any professional/advisors I can get on the phone with? I'm in dire need of proper portfolio allocation.
@annaj.osorio4 ай бұрын
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
@dianarabbanii24 ай бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@LizaPhilips4 ай бұрын
I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
@phillogan14 ай бұрын
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
@Johnlarry124 ай бұрын
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
@frankbarnes224 ай бұрын
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
@Johnlarry124 ай бұрын
I've experimented with a few over the past years, but I've stuck with the popularly Carol Vivian Constable for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
@frankbarnes224 ай бұрын
Thank you for the lead, searched Carol by her full name and spotted her consulting page after a few scrolls downwards, she seems highly professional having over 12 years of experience. amazing!
@tonysilke4 ай бұрын
I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?
@Nernst964 ай бұрын
For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.
@PatrickLloyd-4 ай бұрын
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
@PhilipDunk4 ай бұрын
in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.
@PatrickLloyd-4 ай бұрын
Tracy Annette Webb is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@PhilipDunk4 ай бұрын
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
@Aarrenrhonda34 ай бұрын
What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox?
@Rachadrian4 ай бұрын
People employ various tactics to capitalize on market fluctuations, whether it's experiencing an upswing or downturn.
@Dantursi14 ай бұрын
While keeping your portfolio allocations balanced, de-risk your investments, support your core holdings, and take some gains. Even managed portfolios don't always perform as well as I would advise, so it's essential to get the advice of a qualified fiduciary; my spouse and I find that this works for us. Net of dividends, we have had over 80% capital growth.
@CindyValenti4 ай бұрын
this is all new to me, where do I find a fiduciary, can you recommend any?
@Dantursi14 ай бұрын
My CFA ’Annette Christine Conte’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@CindyValenti4 ай бұрын
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
@johnevans4454 ай бұрын
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.
@leahroberts24 ай бұрын
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
@marthajames9874 ай бұрын
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
@dr.mohammed.erdogan4 ай бұрын
You trade with Katherine Flores too? Wow that woman has been a blessing to me and my family.
@travisobrien094 ай бұрын
I'm new at this, please how can I reach her?
@KingBaldwin7154 ай бұрын
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
@RonnieWineАй бұрын
I wish they taught investing at school level. There is so much advantage to doing this! My biggest regret is that I started so late. And still not good at it, I think at this point i need help
@ClemonSteveАй бұрын
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@RonnieWineАй бұрын
@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@ClemonSteveАй бұрын
@@RonnieWine luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@RonnieWineАй бұрын
@@ClemonSteve Thanks, I will search for her online and send her a message,
@A_francis4 ай бұрын
I am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so whats the best stocks to dive into, in this recession?
@Tipping-Point884 ай бұрын
diversification is key to good investing even in downturns. I personally dabble in stocks, and my first rule is survival before flipping for chunky gains. I suggest you seek professional advice
@RobbStonee4 ай бұрын
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
@RobbStonee4 ай бұрын
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.
@Tipping-Point884 ай бұрын
I curiously searched her names and I found some pretty interesting information. Thanks for this
@tiger7too3 ай бұрын
Whoever told you that we’re in a recession is somebody you should stop listening to if you really want truthful, reliable information on the markets and the economy.
@sergiocarvalho65514 ай бұрын
These videos are some of my favorites in the whole KZbin library. It’s like having Christmas every three months! 😊
@buyvcbum4 ай бұрын
😊
@dunesmom79904 ай бұрын
I really like your videos. At 60 I’m finally figuring it out. Never too late 😊
@Tetsu-p3g4 ай бұрын
Great channel! Can you share your thoughts on SoFi and possibly how to 3x gains ?
@Muller-o4d4 ай бұрын
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
@Aron-r3m4 ай бұрын
Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
@Tetsu-p3g4 ай бұрын
@@Aron-r3m who's your FA ?
@Aron-r3m4 ай бұрын
Jenienne Miniter Fagan is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@rangarajsrikant31894 ай бұрын
This is my favorite series of episodes you put up. Thanks for doing this
@checkforme2344 ай бұрын
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
@johnlennon2324 ай бұрын
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
@williamyejun85084 ай бұрын
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
@chris-pj7rk4 ай бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@williamyejun85084 ай бұрын
My CFA ’Rachel Sarah Parrish’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@chris-pj7rk4 ай бұрын
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
@GM-kj5xw4 ай бұрын
Please do this superinvestor series more. I love it.
@alexanevin79174 ай бұрын
I still cant believe that u only have 130k+ subscribers on this channel. One of the best contents on investing on YT. Keep it up!
@jackpalmer6253Ай бұрын
Ron Baron, 8 Billion in Assets, huge Tesla investor.
@chrimes4 ай бұрын
That Ulta position is so small - typically I think the smaller positions are not Buffett himself but Todd or Ted. Most likely Buffett did not actually buy it himself.
@tommylonglegs27314 ай бұрын
They bought 2% of the company. Even if it was buffet they wouldn’t of bought much more as they wouldn’t want to spook management
@stevenoliver71204 ай бұрын
Their stores have been favorite targets of smash and grab type thefts by gangs of professional thieves. The stolen merchandise ends up in small stores and online and competes with the legal product. If this stops occurring it won't be a problem for a company this strong, but if it doesn't......?
@roddywoods81304 ай бұрын
I’m well positioned with good blue chip companies and A.I stocks but I know crash is inevitable. Intend buying $200K worth of Plantir soon, some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years
@selenajack20364 ай бұрын
Buy and wait for 5 years then see how it plays out. Personally, I will not sell any of my NVDA shares to buy PLTR
@kaylawood90534 ай бұрын
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays.
@hushbash29894 ай бұрын
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, coaches are best for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
@bsetdays67844 ай бұрын
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
@hushbash29894 ай бұрын
She goes by ‘’Lauren Marie Ehlers” a seasoned coach with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.
@thetradersam61574 ай бұрын
as always, great Job Joe! have a great weekend..
@soundslight77544 ай бұрын
Great episode 👍
@heinzk10244 ай бұрын
Best format on KZbin..really love to follow what superinvestors do, please keep on with that format and your presentation 💰
@falsificationism4 ай бұрын
My dream is to say "I manage 100 million dollars" one day. Hey bro, what do you do? "Oh I don't do much...I just..MANAGE 100 million dollars!"
@bretthixson82644 ай бұрын
**Insert Dr. Evil Laugh
@falsificationism4 ай бұрын
@@bretthixson8264 🤣🤣 precisely
@jesuguru23944 ай бұрын
Maybe an unpopular opinion on a financial site, but aren't there more transcendent things to aspire to?
@falsificationism4 ай бұрын
@@jesuguru2394 No, you're right. I'm being silly. I'm a communist who volunteers at farmed animal sanctuaries. My cup is full. But it still would be kinda cool to say. Like how I've also always wanted to righteously say, "no, YOU'RE out of order" to a judge in court after he bangs his gavel saying I'm out of order. Active imagination over here.
@brandonjensen52924 ай бұрын
Managing $100 mil of real estate isn’t to far fetched
@keithpetersen5604 ай бұрын
Didn't know about the 100 million dollar rule. It's great to see what all of these top investors are investing in. I like seeing the same stocks in the different portfolios, which shows me that these investors share the same idea to making money. I will subscribe to your channel. Great job Joseph!
@richtex894 ай бұрын
This was a great episode! Would love more of this
@tonimontana51534 ай бұрын
Thanks for your good work!
@InvestingWithAdamK4 ай бұрын
Thanks Joseph. Enjoy the content. It’s very rare that I actually invest in something another person recommends. I find that if I don’t make the decision myself my lack of conviction to it impacts the position. I loved your analysis on BKNG, and chose to go against my instincts and started a position in it last week.
@floratanaka31754 ай бұрын
I find you not only entertaining but informational. Keep up the good work!
@kimtreasa4 ай бұрын
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
@AshleyChloe4 ай бұрын
I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors I speak from experience.
@MargaretDKnapp4 ай бұрын
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.
@StephenMPetty4 ай бұрын
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
@MargaretDKnapp4 ай бұрын
I definitely share your sentiment about these firms. Finding financial advisors like Monica Lisa Payne 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.
@StephenMPetty4 ай бұрын
Monica has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
@GOATTIGER34 ай бұрын
Thanks for the video and analysis
@brianbirnbaum97604 ай бұрын
This is an awesome overview. Will come back every quarter.
@jjcling4 ай бұрын
Hey Joe, hope you’re doing well man
@johnbaker52484 ай бұрын
Yay new Joseph Carlson video!
@homelessinvestor20004 ай бұрын
Thank you, Joseph!
@deepakiyer84193 ай бұрын
simply superb video mate keep it going
@irislmin13 күн бұрын
I can watch your videos all day long and not get bored. Investing in growth companies is long term and they will compound, and investing in value stocks is temporary. It took me a decade to realize this. Well said! ❤
@doublecrunch4 ай бұрын
Great video once again! Thanks so much Joseph 👍🏼😊
@nathanfeldman95104 ай бұрын
I'd be curious to see you review Howard Marks. His companies are super different from the crowd. Warren Buffet is on the record for loving his memos, which you can learn a *lot* from. And with interest rates at 3-5%, departing from the decade of ZIRP, it may be time for value-oriented philosophies to shine. Buffet's best years in his partnership had similar interest rates. Nowadays there's more information, but many sectors are still unloved. So I'd definitely love to see how you interact with someone so unlike yourself.
@Dividendflywheel4 ай бұрын
You are correct 9:35 he did something similar with DPZ. I believe Nike will do a management shuffle like SBUX. Nelson Peltz just harvested his 25% return in SBUX
@Twitch-oq3ir4 ай бұрын
Joseph, thanks to one of your videos i began researching FICO when it was around $900. First i feared the "high" valuation but i decided that the risk of actually losing money is so little that i bought a position worth 20% of my Portfolio and now it has grown into 1/3 of my total Portfolio. Thanks mate your videos are always great for finding new high performers or to stay up to date ^^
@JuanMONTOYA-jv8pl4 ай бұрын
Love it 🎉🎉outstanding performance
@InvestingWithAdamK2 ай бұрын
Saw this one again (I’d watched it before). Bought BKNG with you. Since didn’t pick myself took a trade out of it and didn’t keep it. Loved your analysis though and think it’ll continue to produce
@Zealand0074 ай бұрын
The reason for Nike is , Nike is at historical support area for buyers on chart
@hesisportscards76994 ай бұрын
Great video, and thanks for the commentary throughout!
@snow-beach4 ай бұрын
Learned a lot on this one, thank you. 🙏🏼
@larryhall834 ай бұрын
These super investor reviews are some of your most valuable and relevant work.
@terid67084 ай бұрын
Thank you for your thoughts on why to buy and sell. I appreciate you sharing them.
@Danieltkb254 ай бұрын
Nike is a beast.
@gilodi71494 ай бұрын
Excellent report joseph Carlson
@Diablobuster4 ай бұрын
Joseph, what is your CAGR for your portfolio thus far?
@AnointedOne4God4 ай бұрын
Just found you today, awesome content
@davidgator22794 ай бұрын
Your honest reviews are much appreciated!
@Tristen5014 ай бұрын
I really appreciate you bringing us this update.
@timdog18634 ай бұрын
Great insight on super investors. Thank you!
@rebusdx80724 ай бұрын
Nice video… great insight to these major league traders
@PhilipNowak4 ай бұрын
Wow! The algorithm recommended this video to me and I’m glad it did. Love your presentation style and deep insights. Subscribed during the Ackman analysis. Impressed. 🙌
@danripley414 ай бұрын
Long time follower. I'd love to see your take on Palantir. Thank you
@humbertofigueira4 ай бұрын
thanks for sharing ! very interesting information and always glad to hear your comments ! please keep this format 🙂
@rh44524 ай бұрын
Bro every time you miss including UMG in Bill Ackman’s Portfolio, the largest position.
@davidrenner42914 ай бұрын
As per usual Joseph, excellent content & much appreciated:)
@marktruesdale2613Ай бұрын
I agree on your observation about Devs overlapping MCO and SPGI. But you own both too.
@cvaleroj14 ай бұрын
Wonderful video 🔥
@susymay78314 ай бұрын
Great video!! ❤
@ben10pa4 ай бұрын
congrats to Josh and welcome to the family
@user-jo6xr3iq3g4 ай бұрын
hi Joseph, regarding Bill Ackman's Nike, you mentioned that we don't know how much he bought it at, but there is a "reported price" column at the Dataroma report right?
@GreenHoodier4 ай бұрын
awesome video as always , thanks Broseph
@changez776544 ай бұрын
Your 13F reviews are some of my favourite videos
@Motivational_FlavioАй бұрын
Tesla turned out to be an amazing pick ❤
@ODAS984 ай бұрын
Reminder to you to buy cava. Almost at a 100. Also Palantir is great.
@mattinterweb4 ай бұрын
FER is not a new holding for Hohn. He's owned it since 2019 and this is an add - he's just bought it on a US exchange hence it appearing within his 13F.
@bogdannegrau4964 ай бұрын
thank you for the content; curious what is the site that tracks those portfolio moves?
@Kaustavpatell4 ай бұрын
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
@Jamesjerome04 ай бұрын
well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.
@kurtKking4 ай бұрын
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@donovantobs4 ай бұрын
Talking about advisors, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.
@kurtKking4 ай бұрын
Her name is. MARY TERESE SINGH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@donovantobs4 ай бұрын
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
@stevenfairchild84774 ай бұрын
Love these quarterly reviews of the Guru's.
@stephmeldrich67654 ай бұрын
I think investors should always put their cash to work, there's been more market diversification.I’m up 69% from last year with a 7 figure portfolio well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays.
@AurucciLou4 ай бұрын
what are the pros and cons of this type of investing or how can I reach your broker directly ?
@soveinaaraceli4 ай бұрын
impressive , love the strategy
@stephmeldrich67654 ай бұрын
@@AurucciLou Dianne Sarah Olson by name. please do your own research to see if she is suitable with your goals.
@EllyMoody4 ай бұрын
Dev Kantesaria top holdings: 16:55 %33 FICO - Fair Isaac %19 SPGI - S&P Global %16 MA - Mastercard %13 MCO - Moody's %7 INTU - Intuit %6 V - Visa
@paulevans22464 ай бұрын
Great vid 🙏
@robertclarkson60644 ай бұрын
Thank you! Keep these videos coming please 😁
@gabrielmarimba45934 ай бұрын
What platform do you use to make that research about companies?
@modestinvestor4 ай бұрын
Great video, you seem to know your super investors inside out. 👍Difficult job understanding what the plan is, but It's certainly worth keeping an eye on their positions.
@Zeb_Fields4 ай бұрын
great video with great insight
@Zizo818224 күн бұрын
Thanks for sharing
@slavenjarnec52274 ай бұрын
What site are you using to see these trades?
@ktara10334 ай бұрын
My favorite. Super investor
@monch123 ай бұрын
does someone knows where i can read all that info about the holdings?
@richtex894 ай бұрын
Could you do a stock analysis on $Msci ?
@hotfeva98434 ай бұрын
A 42 minute video 😂what a treat
@1985slipstream4 ай бұрын
Must be easy being a super investor. Buy a stock, waith a month or two 13f comes out stock rockets 12-20% on news you bought it. Sell it before next 13f rince and repeat...
@dongshassy4 ай бұрын
Classic dump story after the news pumps up the buy. Retail investors get to hold the bag because the sale happens before the news and the drop happens after the news.
@brandonjensen52924 ай бұрын
If it was that simple you could just short them afterwards
@user-ep7el6vt7o4 ай бұрын
Is not easy cuz is not their money .If they have no results he doesn’t make money
@christianb35424 ай бұрын
TSLQ 🚀 🌕
@MrLoserpatrol4 ай бұрын
TSLS for those days when Musk runs his political mouth.
@Michaelparker124 ай бұрын
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@berniceburgos-4 ай бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@BridgetMiller-4 ай бұрын
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
@Lewistonwilliams-f5i4 ай бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@BridgetMiller-4 ай бұрын
Jessica Lee Horst is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@DhanaPayar4 ай бұрын
I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
@kellen16184 ай бұрын
Brookfield 😎
@baneinvestment9174 ай бұрын
I think you should do a series rating viewers portfolios!!
@MrLoserpatrol4 ай бұрын
Would that be my portfolio now or from an hour ago, or an hour from now because they will probably be much different.
@GillerHeston4 ай бұрын
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
@rogerwheelers43224 ай бұрын
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
@joshbarney1144 ай бұрын
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 880k within 16-months from an initially stagnant Portfolio.
@FabioOdelega8764 ай бұрын
@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
@joshbarney1144 ай бұрын
‘’Marisa Breton Dollard’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@FabioOdelega8764 ай бұрын
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
@atms62984 ай бұрын
From where are you getting all details of super investors buying and selling?
@lorenzomigliaccio68394 ай бұрын
Hi Joseph. In the past you offered the possibility to try the Qualtrim service for a month. Will it be possible to try it for free (even a week) in the future?
@tatianastarcic3 ай бұрын
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
@sharonwinson-m8g3 ай бұрын
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
@nicolasbenson0093 ай бұрын
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@TinaJames2223 ай бұрын
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@nicolasbenson0093 ай бұрын
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
@Vincent-j8u3 ай бұрын
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
@henrikchristensen656884 ай бұрын
Does Qualtrim only works for american stocks or does it also work great with international stocks?
@guyredares4 ай бұрын
it doesn't
@joaodealmeida264 ай бұрын
Joseph, nice video. What do you think of David Katz from Matrix Assets?