Just Found Out I Have $18M in a Single Stock

[@amrbayomi5330]

Sounds like a NVIDIA employee

[@Thedonron12]

100% is.

[@princessgumbo]

I REGRET! Selling my Nvidia last year :(.

[@jeanfred9462]

100% Nvidia has that kind of Growth

[@fastmaker9091]

It says she lives in Seattle however.

[@sammni]

⁠@@princessgumboDon’t look back buddy…. If you’re up you’re good 👍 Would’ve, could’ve, should’ve

[@Panamacityboatandfish]

And here I was excited about finding $10 in the washing machine.

[@enricopallazzo3244]

Can I have it?

[@LadyCaroline123]

@@enricopallazzo3244😂😂😂

[@elevatormechanic7120]

Right I’m happy if my kids leave me a dollar in my wallet

[@Sheryl777]

@andycompton8452 😂 Yeah that sounds about like me too...I'd be happy to even find $10!

[@BISOBOKA50B]

you are making our family laugh the intestines out.

[@TonyCox1351]

2:05 Sounds like she might have worked at Nvidia. It was at $3-something in 2018, it was at $120-something probably when this call was recorded, and it recently underwent a 10-1 split. NVDA fits the bill. Very cool.

[@MoneyIVI]

100%

[@ambethk77]

This was my thought

[@costco_pizza]

Oh come on guys!!! This is obviously just a prank call. There is no way any of this is possible!! This was all just a joke and a good laugh. She did a great job with her prank call!

[@skyeevl7656]

​@costco_pizza why wouldn't itbe possible?

[@daniel-luciansevera1592]

@@costco_pizzaNVIDIA WENT UP SINCE ON STOCK MARKET 102.461,98% up! That’s a 100% she has those money!

[@philipfletch]

Most of my money is in ETFs. But I do have a small allocation to individual stocks that I have a strong conviction in. Strong foundation first.

[@RoseGuerra7862]

Individual stocks can beat ETFs like $VOO / $SPY / $IVV if you play your cards right

[@martinheaway]

Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

[@JaneClark7861]

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

[@martinheaway]

''Amy Desiree Irish'' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market

[@JaneClark7861]

I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

[@RichardGeorge-pz3wm]

Diversification is key!!! I can’t imagine putting all eggs in one basket. I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's also critical to look for expert advice.

[@BradleyMaurice226]

Certain Mag 7 companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I.

[@KimberlyFlores-kr1bz]

now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

[@BradleyMaurice226]

Sure, the likes of the popular “Becky lou Gordon” does a good job. Just look up the name, you’d find details on the web to set up an appointment as she offers free consultations too.

[@KimberlyFlores-kr1bz]

Thank you for sharing, I must say, Becky appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

[@MrOfficer235]

Clearly NVIDIA. Congrats to you guys.

[@thetruths7389]

Yes, NVIDIA. The 4x split then 10x split, and it sold for $120 in Oct. 2024.

[@thetruths7389]

20 years until now has 480X split. If she had 315 shares of NVIDIA 20 years ago then it's 151,200 shares now x $120 = $18M.

[@carollocke9617]

@@thetruths7389 Great math!!!

[@austinbar266]

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.

[@eloign7147]

Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!

[@eloign7147]

Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference.

[@rogerwheelers4322]

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.

[@joshbarney114]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

[@FabioOdelega876]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@PremSteve-yg4de]

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

[@mariahudson9939]

Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

[@NorthCarolinaForward]

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.

[@PennyBernadette]

You seem to know the market better than we do, so that makes great sense. Who is the guide?

[@NorthCarolinaForward]

Rebecca Nassar Dunne is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@vanessahopkins-g5y]

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.

[@Joenzinator]

My father in law did something similar. He had been getting stock from his company over the years and not even looking at it. When he turned ~57 he realized he had over $6million. He got a financial advisor to help him sell and diversify it, and he retired 6 months later.

[@georgelien]

Very Wise !

[@RadiUzunova]

So happy for him!

[@willzyx23]

This is how it should be, that the workers get a part in their conpanies sucess via these means, instead of mininal wages, no benefits and the general feeling that you dont mean anything to the conpany even after 30 years of service.

[@Owenra]

Just sold a property in Texas and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

[@Jamesjerome0]

Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge

[@MickyGlover]

true, despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately 950k that same year. In reality, all I was doing was getting professional advice.

[@Adambarking]

That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

[@Adambarking]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@eddevine7138]

@@Adambarking Micky is a scammer do not listen

[@Christine-wp2bw]

I have $1M invested in a single stock! That's a huge position to hold-what steps should I take next to manage this risk and potentially diversify?

[@SaintYvess]

Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run. A trusted financial advisor could help explore options like selling a portion over time, diversifying into other asset classes

[@WestonScally7614]

Thanks to my financial advisor's guidance, I saw my portfolio grow from $400,000 to $750,000 in just 18 months. Their strategic investment plan and market insights helped me achieve gains I never thought possible. I feel more confident and secure about my financial future.

[@sting_grayl]

That sounds impressive! Would you be able to introduce me to your advisor? I'd love to learn more about their approach and see if they could help me with my financial goals too.

[@WestonScally7614]

Of course! I'd be happy to introduce you to “Jennifer Leigh Hickman”. She's been fantastic in helping me grow my portfolio strategically. I'll connect you two so you can see how her approach might work for you as well.

[@WestonScally7614]

Of course! I'd be happy to introduce you to *Jennifer Leigh Hickman* She's been fantastic in helping me grow my portfolio strategically. I'll connect you two so you can see how her approach might work for you as well.

[@sasukesuite1]

$18 million gross -> 14.4 million net/50 years = $288k per year which is more than they're making working a job. Congrats, you're retired. Next caller.

[@georgelien]

Why 50 years ?

[@FlaqkoGTA]

​@@georgelien worst case scenario you live a long life

[@joefunk76]

It’s worth way more than $288k/year. Using the 4% rule, it’s $576k/year. The money can get interest after all - probably about 10%/year on average in the S&P 500.

[@bandobandit353]

They can live indefinitely off the interest without even touching the capital

[@ElTerceroCharles]

Exactly 😂

[@Foslopac]

Pay 20% on $10M and immediately bank that in the S&P. You’re diversified and keep some upside. Don’t let taxes regulate your entire investment decisions.

[@npc6352]

S&P always goes up? Did you ever look at the S&P chart 1928-2024? And still believing, this can double even once, like they are telling in their "show"? 🤣

[@TheArfdog]

@@npc6352 It's gone up by 17x in that time period.

[@BigRed2]

They are paying more then 20%, you and Dave are clueless on taxes lol😂

[@lolwtnick4362]

@BigRed2 how? if it's longer than a year holding it's capital gains taxes. 20%. please dont breed. go back to your cousin wife.

[@vchap01]

@@BigRed2 They are paying 30.8% in the Washington state, including the high earner capital gains tax. The lower $250k is going to be taxed at 15% but the effective rate is still going to be around 30%.

[@Roxannwatts]

There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have, and selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies.

[@annaj.osorio]

Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@ClaudiaSchreiber-b1p]

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.

[@DanielOrstein]

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 portfoIlo allocation

[@ClaudiaSchreiber-b1p]

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.

[@Robbertskypes]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@aok6989]

Assuming this in NVDA which was my first thought, it's over 19M at $138 today.

[@Gichie79]

She said $120 a share in the show and the show is from likely last week. $138 is a 15% increase from $120. Add a 15% increase to $18 million you get $20.7 Million.

[@costco_pizza]

Oh come on guys!!! This is obviously a prank call. There is no way any of this is possible. She was just calling to play a big trick on us all. It was a nice prank!!

[@Twist_UAP]

​@@costco_pizzaif she had it in 2004 I would not be surprised if it was true

[@FifalianaFR]

@@costco_pizza this is not the first case of early invidia employees making many millions. It’s just the first one where they had no idea.

[@andy7501]

@@costco_pizza the only part that seems hard to believe is she forgot about it, although I know a lot of responsible and successful people who really do not understand stock and how it works

[@Arnold-ic9jg]

I'm really fascinated by investing in stocks, but I haven’t put in a lot of money yet, despite seeing news of people making millions, because I’m always concerned about the risks involved. What are the best strategies for less risk and more gains?

[@AaronTilt]

Diversifying your investments can help you manage risk while aiming for solid returns. It might be a good idea to explore sectors that tend to do well during inflation, like utilities or real estate. Also, seeking the help of a financial advisor could be really beneficial. They can provide you with tailored guidance and help you develop a strategy that aligns with your goals.

[@Joeknowsball247]

The truth is, the role of financial advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.

[@mikefallert1306]

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

[@Joeknowsball247]

I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, “Brenda Davies Clarke” turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.

[@mikefallert1306]

She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon. Thanks

[@CharlotteJacobsons]

$18M in a single stock? Bro, what a problem to have 😂. Meanwhile, I’m over here feeling like a king because I saved up $176k in my emergency fund to finally start investing. Guess I won’t be buying out any companies anytime soon! Anyone got tips for a headstart before I go YOLO on index funds?

[@NancyFranciss]

Congrats on building that $176k! Solid start. But before you go YOLO, maybe think about consulting a financial advisor? Helped me big time-sometimes it’s worth paying for expertise instead of gambling it away on vibes and dreams.

[@blissds-gi3mb]

You know, I’ve been meaning to find an advisor too, but no idea where to start. I want someone legit, not just a ‘crypto guru’ on Instagram. Any leads?

[@NancyFranciss]

There are a handful of CFAs. I've experimented with a few over the past years, but I've stuck with ‘' Linda Aretha Reeves” for some years now, and her performance has been consistently impressive. She’s known in her field, look her up.

[@CharlotteJacobsons]

Checked out Linda Aretha Reeves-she seems like exactly what I’ve been looking for. Thanks for the heads-up

[@SilvesterMiles-y4j]

Watched Linda Aretha on Bloomberg finance summit 4 years ago and her presentation was terrific!

[@gingerkilkus]

Honestly, If I had $18M I would invest $4M in tech & $14M into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

[@JohnsonAshley-sy3lx]

Adding JEPI, NIO and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.

[@williamDonaldson432]

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.

[@foreverlaura-fq4eu]

@@williamDonaldson432 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your adviser? I'll be happy to use some help.

[@foreverlaura-fq4eu]

I've been looking to get one, but have been kind of relaxed about it. Could you recommend your adviser? I'll be happy to use some help.

[@williamDonaldson432]

Finding financial advisors like Annette Marie Holt 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.

[@djee02]

I know how good it feels to find a $20 in a coat pocket. I can't even imagine $18M.

[@AaAa-ri4uf]

That’s nvedia

[@tonycrabtree3416]

It was a low key brag. 😂 She and her husband have known all along. They have 150,000 shares. Even before 10 for 1 they had 15,000 shares. No one amasses that amount of shares of anything and forget about it. NO ONE.

[@robert8930]

probably you'll need a huge pocket for that, and it will feel quite heavy, if you ask me.

[@robert8930]

@@tonycrabtree3416 you kinda do if you're a stay at home mom, taking care of your kids, doing groceries, teaching them stuff, lot of people dont care about anything else that happens outside their home, it's only them and their kids.

[@trazzpalmer3199]

I'm a 52-year-old QA Specialist at Confluera, with an annual income of $150,000. Although I do have a retirement account, I'm keen on exploring short-term investment opportunities as I prepare to shift to part-time work in the near future. What would be the most suitable strategy to achieve my goals?

[@Bako-b8j]

Consider exploring energy stocks, as they are poised to be significant beneficiaries of advancements in AI and data centers. Additionally, practicing Dollar Cost Averaging (DCA) into a reputable ETF could be beneficial. It's crucial to prioritize patience and maintain a long-term perspective. Most importantly, seek financial advice to make informed buying and selling decisions.

[@RobertBrown..]

Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

[@DavidLucas-so8rr]

You appear to know the market better than we do, so that makes great sense. Who is the coach?

[@RobertBrown..]

"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

[@Bridget-l7p]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@LG123ABC]

I would sell it, pay the 20% capital gains tax, and move the 14.4 million dollars into something like an S&P 500 Index Fund. Much safer than leaving it all tied up in one stock.

[@cryptarisprotocol1872]

The stock is Nvidia.

[@o0usf0o]

I’d stick it in a dividend growth etf. Boom, you’re set for retirement

[@santiago7620]

Call me risk adverse but even more so being their rates still good nowadays, I'd put 30% of it in bonds. Mostly in 10y USA Treasuries and 5y TIPS. 65-70% in global stock indexes 0-5% in stuff like gold and, idk, lithium or whatever

[@habbadabbado5765]

@@o0usf0o”set for retirement”, which starts…NOW.

[@lesgrossman9492]

S&P 500 index is the way to go. Thats what Buffett is doing with his money for his family when he’s not around anymore to manage it.

[@kalipramod9101]

it is Nvidia, which got split 1:4 couple of years ago and recently 1:10

[@Tonyswoodshop]

Amazon. She lives in Seattle same as HQ

[@ExposerTruth.]

One of you are right, that's forsure.

[@Gracejay-d2e]

Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as

[@Stefan-d3c]

Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.

[@FaithJay-d9n]

Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 75k cash earning 4% interest, 685k in roth ira, 120k in 401k, Gold and silver bars. age is 58. My advisr helped me realign my portfolio to my risk tolerance and it boomed shortly.

[@JohnBeen-r3v]

Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

[@FaithJay-d9n]

SHARON CRUMP CLINE is the advisor I use and i'm just putting this out here because you asked.

[@JohnBeen-r3v]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@zerafians8145]

could be AMD, Apple or Nvidia...she said 20 years. Though saying its around $120 its probably Nvidia after the split.

[@darex0827]

When she said the second split at 10x, definitely NVIDIA

[@jeffreywhitaker5154]

Yea I agree NVIDIA.

[@Z28L98]

I agree, definitely Nvidia

[@Armenian5b]

Amazon - Lives in Seattle...

[@redpenguinmining9216]

Most likely Amazon, she's from Seattle

[@joefroelich4934]

So she going to pay 20% instead of 15% on 18 million that she didn’t even know she had. I don’t see that as a really big problem.

[@TonyCox1351]

I would sell it today, put it in something conservative and diversified, write that check to the tax man, and not even think twice about it. Even at 20% tax rate and a very conservative 4% withdrawal rate, they can quit their job and their income will still increase over the hefty salary they life off today.

[@RobGoldy]

Yeah, I would sell everything, pay the taxes, put it into SPY and live off the $13k+ dividends a month for the rest of their lives

[@danielhurst8863]

1. She won't pay 20% she will pay 23.8% as there is a 3.8% high income investor fee on capital gains. Paying $4,284,000 in taxes is not something to take lightly. It's $1,584,000 more than paying 15% 2. There are plenty of ways to diversify her portfolio, use the money in her portfolio and greatly reduce the tax. Selling to diversify is one of the worst things she can do. 3. She needs to speak with a tax attorney fast, because how her stock is held will make an enormous difference. Let's say it is in her 401K. That means it is subject to ordinary income tax, even if it is a stock, because she can't use Net Unrealized Gains because she doesn't work for the company anymore. There are so many potential issues she has, that this is a long conversation with a professional, not a call into a show.

[@valiantthor_]

Giving millions away to extortion is a big problem however you look at it.

[@furiousgtz]

Nvda

[@flair0626]

It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.

[@cherry810803]

It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points>.

[@hkgenzou]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@Linda-pr]

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@hkgenzou]

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 ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@Linda-pr]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@JenniferRosenburg-v6q]

There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated

[@mariewood-e4u]

DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

[@ClaudiaSchreiber-b1p]

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.

[@DanielOrstein]

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 portfoIlo allocation

[@ClaudiaSchreiber-b1p]

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.

[@hannagarcia2614]

I hit $113k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.

[@elizabethella2249]

I would really love to know how much work you did put in to get to this stage.

[@hannagarcia2614]

It’s essential for you to have a mentor to keep you accountable. Myself, I'm guided by Daniel Adams Bailey. for years and highly recommend him I focus on him. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@lisamiller8566]

Wow! wow! please is there any way to reach he services?

[@hannagarcia2614]

Yes, I have his face book name⬇️

[@hannagarcia2614]

Daniel Adams Bailey

[@nicolasbenson009]

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?

[@BellamyGriffin19]

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.

[@KarenLavia]

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.

[@ChristianKelv]

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

[@KarenLavia]

No, as a matter of fact I always preferred to handle my own investing, but after my portfolio took a major hit in 2020, I really had to rethink my plans for the future, so I reached out to an F.A ' Melissa Terri Swayne' who really helped me balance up my losses.

[@JohnSmith060]

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.

[@JasonGroom]

Cash it all out, pay the 20%, little over 3 million, take the 14 million plus that is left, and invest it safely in something returning 7-8%, live off a million a year or so, and you will never even touch the principle.

[@tscoff]

That’s what I’d do too. Only I’d invest it all in a couple of dividend paying ETFs and live off of the dividends.

[@jasonzhu9742]

Heck, no way you can even spend a million a year unless you're a reckless spender that's caught up with life style inflation

[@tscoff]

@@jasonzhu9742 Lottery winner almost always end up broke and in debt. They manage.

[@MrQuay03]

​@@jasonzhu9742that's why he said never touch the principal ever again

[@JasonGroom]

@@jasonzhu9742 the point is that you can, nothing says you must, and if you don’t spend that much, it makes this all the better way to do it

[@Danpron109]

The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot.... Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?

[@gracegomez109]

I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.

[@priyankamahatma6672]

Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

[@Donaldsmith109]

how can I get your advisor please, if you don't mind me asking? I could really use a help as of now.

[@priyankamahatma6672]

Her name is 'Kenia Giordani Borges’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@Donaldsmith109]

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.

[@NicholasBall130]

My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I'm currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

[@StocksWolf752]

Invest in real estate, gold , ETfs and high-yield savings account.

[@JamesLongman-v5r]

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 418% in 1 year under guidance.

[@TylerJamestown]

Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain

[@JamesLongman-v5r]

Finding financial advisors like Rebecca Nassar Dunne 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.

[@BateserJoanne]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@Evelina-v3u]

Mark what can I do? I have been disabled since 2009 and I am 58 years old at the verge of retirement. My portfolio of $750k is down to $492k, How can I profit from the present market" , I mean I've heard of people making up to $250k in couple weeks during this crash and I'd like to know how.

[@PMackenzie-vw3wb]

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. hence I will suggest you get yourself a financial-Advisor that can provide you with entry and exit points on best stocks to buy now or put on a watchlist. Apple, Merck, General Dynamics, Cheniere Energy and Marriott International are prime candidates.

[@PMackenzie-vw3wb]

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. that's why seeking expert advice is essential.

[@Marilyn-xm7ts]

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.

[@Mosley-vu7ff]

I do not really know a lot about the market, but based on what little understanding I do have of supply and demand in the economy, now is the best time to enter the market. The only thing preventing me, however, are the steady price fluctuations, which shouldn't be a problem. However, I really need an advisor, can yours help?

[@Marilyn-xm7ts]

JENIENNE MINITER FAGAN is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.

[@WestonScally7614]

I also have $1M invested in a single stock! That's a huge position to hold-what steps should I take next to manage this risk and potentially diversify?

[@SaintYvess]

Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run. A trusted financial advisor could help explore options like selling a portion over time, diversifying into other asset classes

[@FelineAirstrip]

Thanks to my financial advisor's guidance, I saw my portfolio grow from $400,000 to $750,000 in just 18 months. Their strategic investment plan and market insights helped me achieve gains I never thought possible. I feel more confident and secure about my financial future.

[@sting_grayl]

That sounds impressive! Would you be able to introduce me to your advisor?

[@FelineAirstrip]

*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@Redwood4040]

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.

[@IsabellaAriau2m]

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

[@AidenLiamf7q]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@AlexanderOwenb9l]

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

[@MasonJacobo2w]

Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

[@AlexanderOwenb9l]

My CFA NICOLE ANASTASIA PLUMLEE 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..

[@MasonJacobo2w]

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.

[@timtimethymetie]

Splitting hairs over a 5% tax increase is asinine. Diversify that ASAP.

[@StephenIC]

Why would you not try to maximize the amount you get out of it? Dave even says, talk to a professional who knows the specifics.

[@DrWinklerr]

5% of $18,000,000 is $900,000. If the goal of diversification is "safety" and "safety" is defined as lowering the risk of losing $$, losing $900,000 != "safety"

[@FortuneSeek3rz]

Most people will never see 900k in their life.

[@annahopp]

Diversify now and reinvest the money into a conservative portfolio. Oh, and retire!

[@timtimethymetie]

@@DrWinklerr I wouldn't define "safety" as only focused on minimizing money loss, but rather, minimizing volatility.

[@Tehui1974]

Dave's right, she should receive tax advice on this, withdraw a big chunk of that money, and then diversify it.

[@GnarlsFarls]

Lady won the lottery without playing

[@loljk9443]

THE BEST KIND OF LOTTO

[@montyi8]

Same logic why died people's finance account performs better.

[@KennedyVerbruggen]

I' ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?

[@PennyBernadette]

As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio

[@firefighter-i6q]

Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.

[@NorthCarolinaForward]

How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

[@KatyaSantos-g4c]

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.

[@AnkurYo]

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

[@BenRovello]

Your allocation looks solid. Consider dollar-cost averaging & dividend reinvestment. I suggest you consult with a financial advisor for guidance.

[@AadhilaEesha]

Most people have a 'do-it-yourself' mentality but lack the necessary expertise. Financial advisors are ideal representatives for investing, and I can attest to this. Been working with Monica Mary Strigle and Since covid-outbreak to date, my portfolio has grown by over 330%, reaching nearly $1m. Check online if she meets your requirements.

[@Muller_Andr]

That’s a great mix and very similar to mine. SCHG has been a real diamond over the last 15 yrs for me and I predict no changes. SCHX very similar with a little more dividends. Good luck spending all that money!

[@Jennapeters144]

The first day SCHD is positive in your IRA, sell it and focus on growth stocks. SCHD is a great retirement fund once you have a lot of cash. It's what an annuity should be. Pay you consistently yet doesn't F you in so many ways like the annuity... 50 SCHD, 25 JEPI (less year over year growth but pays out much more to increase your income), 25% rock solid single companies paying consistently monthly or quarterly. Earns you income, and you don't touch much. Dividends don't get you to the finish line fast enough, they ARE the finish line.

[@AnkurYo]

Her track record looks really good from what I found online. I've scheduled a call to discuss further

[@MichaelGabreil]

Watching this Video is really an eye opener. And am so happy ,The only little problem I have is, not knowing where to start from, I really want to invest in my future, but just don't know where to start from, I really wish someone can put me through

[@ClemonSteve]

I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million

[@MichaelGabreil]

@@ClemonSteve I'm currently evaluating my portfolio and could use some guidance. How can I get in touch with your advisor?

[@ClemonSteve]

@@MichaelGabreil I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs

[@MichaelGabreil]

@@ClemonSteve I looked for the name online and found her page.I will get in touch with her,Thanks for the help I emailed and made inquiries. Thanks for the help

[@LejlaGöransson]

Thank you so much for this video but in these uncertain times, it is more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains.

[@KristensenJørgensen]

Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@ClaudiaSchreiber-b1p]

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.

[@DanielOrstein]

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's allocation

[@ClaudiaSchreiber-b1p]

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.

[@Robbertskypes]

She appears to be well-educated and well-read. I ran an onlline search on her name and came across her webslte; thank you for sharing. I sccheduled a caII..

[@rleonekc07]

She needs to talk to a professional plain and simple

[@jrmodz6029]

What do you think shes doing?

[@o0usf0o]

@@jrmodz6029talking to a radio personality

[@kalifaz2787]

@@jrmodz6029talking to a professional

[@markmyers5881]

@@jrmodz6029 Not on the air - someone who can take time to look over their finances and help them plan. It would be money well spent.

[@jgons]

Talking to someone who doesn’t have a clue and assumed capital gains and new cost basis without even asking if it’s in a tax-deferred account. Ramsey isn’t worth a thing past getting out of debt.

[@DennisJack-km8ho]

I have $50,000 in the money market that I want to move into stocks, but I’m scared of buying at the top. Any suggestions?

[@RonaldPaul-rs6kt]

Stop trying to time the market; it’s far from peaking. Consult a financial advisor if you’re unsure to avoid being others’ exit liquidity.

[@CrystalJoy-32]

To maximize this cycle, focus on growth stocks, small caps, and Bitcoin. As someone pointed out too; Working with a financial advisor can save and make you money. For example, my advisor allocated a small part of my portfolio based on Nancy Pelosi’s investments, which is legal. That portion has increased by 71% in six months.

[@alicegomez7232]

wow!! this is impressive.. how can i reach this advisor if you don't mind me asking?

[@CrystalJoy-32]

She goes by ''Amber Michelle Smith'' a renowned figure in the financial industry with over two decades of experience. I'd suggest you research her further on the web.

[@LuvmeRos]

Glad to have stumbled upon this, curiously inputted her on the web, easily spotted her consulting page and was able to schedule a call session. Ive seen commentary about advisers but not this phenomenal

[@viewfromthehighchairr]

It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy

[@AlbertGReene-p8w]

It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points

[@Too-old-Forthischet]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@SkepticalMechanic-l9x]

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@Too-old-Forthischet]

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 Elise Robinson for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@americanopinions]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@Raniyanhunter]

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

[@garnold-l5p]

I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

[@Mlanderos-t9e]

Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.

[@Anessa-gibson]

Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.

[@Mlanderos-t9e]

Teresa L. Athas a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

[@Anessa-gibson]

Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

[@adrianamatilda1]

I Hit 12k today trding. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this.

[@nickmcdonarld]

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

[@BroxsonDeighan]

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

[@anatolyivan]

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

[@HighlightsSerieATIM]

I'm new at this, please how can I reach her?

[@BradlyLane]

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

[@hannahbrownnn]

I've always been fascinated by how top investors achieve millionaire status through their investments. Currently, I'm sitting on $345K from a home sale and I'm torn between investing in stocks or holding out for a better opportunity?

[@jessieyoung-szn]

For any investor, a strong plan is essential to their portfolio. The higher the risk, the bigger the possible return when it comes to making important decisions, thus it makes sense to consult with seasoned experts.

[@allisonbutlerj]

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.

[@JanAlston-kd6yl]

I'm scared about retirement as I turn 60 on my next birthday. I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.

[@allisonbutlerj]

NYCOLE CHRISTINA VANNATA a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

[@KevinEvans-mq4ob]

I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon.

[@Aarrenrhonda3]

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

[@Olsontim21]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@Derekhoffman312]

Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.

[@SteveEstrada-js9nu]

@@Derekhoffman312 Who is this person guiding you and how can i reach he/she?

[@Derekhoffman312]

Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@SteveEstrada-js9nu]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@JustinCase780]

NVIDIA?

[@dosawoc]

Sounds like it

[@Dylanchris8048]

The market's rise after Trump's win is surprising given the economic uncertainty. While some stocks, like Al-focused ones, look strong long-term, the volatility makes me cautious. Even Bitcoin is seeing a boost, but it's tough to predict where things are heading with inflation and interest rates. Staying cautious but watching for opportunities.

[@Watersbill89]

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@EdgarBossen]

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

[@Dylanchris8048]

That's huge! Your advisor must be excellent. Could you share more about your approach? I'm in urgent need of help with asset allocation.

[@EdgarBossen]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with "Tracy Britt Cool Consulting" for about five years now, and her performance has been consistently impressive. She's quite known in her field, look-her up.

[@Dylanchris8048]

Thank you for this tip. I just looked the name up, wrote to her through her webpage and booked a session

[@noname-qw9td]

There's NO way this is not Nividia

[@Seanhaggs]

Yeah dave didn't even bother because he knew when she said 120

[@Tennischamp10]

@@Seanhaggs Plus the stock splits.... gave it away

[@kingsgold]

@@Seanhaggs dave doesnt. he doesnt keep up with the value of every stock in the market. Not the point of his advice. He tries to keep it as general and relatable possible. her portfolio grew, and was asking if she should diversify. If someone found this, they may be in a similar situation. May be 2 or 3 stocks in stead of 1.

[@alabamafbfan1985]

@@kingsgoldI think Dave likely knew in this case. Nvida has a problem over the last year because of their stock performance they have lots of staff retiring early. (Like this woman can) It’s been talked about in newspaper media and tv shows. It’s one of the top 3 talked about stocks on any stock show or newspaper over the last 3 years.

[@thecreativeinvestor5637]

You woke up one day and had $18 Million. Forget the taxes, Pay it and Move on.

[@JennaHerberholz]

I am awfully late in investing at 33 with just about $80,000 in savings as i have never invested in the stock market. I’m worried about the outcome of the elections and its impact on the market, Is this a good time?

[@sledgeyyyyy]

As they say, 'time IN the market is better than trying to time the market'. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio.

[@merlinfitz]

I agree; financial advisors are underrated. A friend introduced me to one in 2022, and despite my skepticism, I gave it a try. Thanks to the advisor, I now earn enough in monthly dividends to quit my job and start a restaurant in New Jersey while still earning five figures in dividends.

[@lawrenceHart-ys2ct]

Pls how can I reach this expert, I need someone to help me manage my portfolio.

[@merlinfitz]

I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with *Sophia Irene Powell* for years and highly recommend her. Look her up to see if she meets your criteria.

[@Emily-le2op]

Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.

[@nateg0155]

CPA here. Their tax rate would actually be 30.8% (20% Federal Capital Gains + 3.8% Net Investment Tax + 7% Washington State Capital Gains).

[@stevepasquarella823]

Okay that means leave WA immediately

[@colejosephalexanderkashay683]

Yeah leave the state for that type of money

[@wc1788]

Assuming they don’t leave WA, that’s a ~$5.5M tax bill 😦😭 I hate the government…

[@danthed1756]

@@wc1788 i thought Germany is a high tax country but here you would pay roughly 26% no matter how much you make with capital gains.

[@PhlBrs]

@@danthed1756True for stocks but for ETFs it is better because of the Teilfreistellung

[@JosephEricx2y]

I think investors should always put their cash to work, especially In 2025, 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 2025

[@JulianBenjamin3d]

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.

[@ChristopherJeffreynx8]

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... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

[@ChristopherJeffreynx8]

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

[@MinkieWinkle]

If it was me, i would dump the stock, pay the tax. There are two things she will be asking in the end, "Oh why didn't I sell" or " why didn't I hold" And only of those implies a big loss/ reduction in value. Which one would you rather ask your self.

[@blessedpapa]

can always sell like 80% of it to diversify, so either questions wouldn't hurt much

[@deehoo40]

It's stock in NVIDIA. They've found themselves in quite the niche market.

[@MinkieWinkle]

@@deehoo40 Nvidia's PE ratio is out of control. all the more reason i would be dumping it

[@tyleradamson9]

I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this

[@jorgepérez19]

I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.

[@cristianosantoss1]

The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.

[@evelynjones82]

I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me

[@johnsonwilliams92]

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

[@tyleradamson9]

she's mostly on Instagrams, using the user name

[@Armstrong741]

I got out of the real estate investing market about a year ago. I think it's time to get into the stock market but what's the best strategy to invest around 200K in this current market?

[@Marquez919]

It's wise to seek expert assistance when beginning your financial portfolio. market is volatile, so professional guidance is so important..

[@RobbStonee]

Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.

[@Tipping-Point88]

Hey friend, How can I work with your Fiduciary?

[@RobbStonee]

*Marissa Lynn Babula* 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..

[@RobbStonee]

*Marissa Lynn Babula* 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..

[@AnthonyJustice-i9x]

Unfortunately, not all of us were financially literate early, I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but l'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling! Thanks Brooke Miller.

[@kyleevanston]

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

[@ReuletRikki]

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

[@lapetiteblonde]

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

[@Arlingtongeorge]

I'm new at this, please how can I reach her?

[@SammieOlin]

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

[@dfsas6621]

It is not 20%. There is also net investment income tax of 3.8% and 7% tax from Washington. So, 31% tax.

[@iliketurtles536]

Depends on what type of investments

[@Art-is-craft]

Her having several million dollars in funds is worth the taxes.

[@TheJonOrtiz]

Sell it. Pay your taxes. Live your life. Simple.

[@montyi8]

YOLO

[@joshuadupre6161]

The stock did medallion fund returns and she didn't even know it. 😮

[@JayDizzle0708]

The most important question was not asked… what kind of account is this stock sitting in? If it’s in a profit sharing 401k then capital gains have nothing to do with the question. It can be rolled into an IRA and diversified free of tax then and there. Then you’re taxed on distributions. If these are ISO’s or NSO’s then she will show income when she exercises the options. IF these are sitting in a non qualified account like they’re assuming with little to no basis then she will only Pay 15% because cap gains do not increase your taxable income which is what the rates are based on.

[@JWM1984]

I’m always amazed at how low your U.S. taxes are. Signed ~ A Canadian

[@DarkoFitCoach]

Fuck and here i am from netherlands. Brutal taxes. Gotta pay the immigrants somehow ey!

[@MattyLiam333]

Just diversify. Wow that is soooo incredible. Soooooo happy for you and your family. Do good things dear. Do good things. ❤❤❤

[@jamiehush]

Don't let the tax tail wag the investment dog. I went through an IPO and sold at $11/share as quickly as possible. The company was only valued 1.1x revenues, which all my co-workers/tech bro friends told me to wait until it 5x'd or 10x'd because "What tech IPO ever only maxes out at 1.1x???" This one did. Trading at like $1/share now. Co-workers lost their shirts. I used the money for a down payment on the house. The only thing I'm diamond hands-ing is my house.

[@nathan8464]

I'd honestly just diversify, maybe you pay an extra 5% in tax but I think that's worth it to ensure that the money is stable.

[@StalinUndav]

Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next few months. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance.

[@ReginaAlbrighton]

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.

[@EricCarrasco-g8h]

Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.

[@EnriqueCarrasco-z3j]

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

[@EricCarrasco-g8h]

Elisse Laparche Ewing 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.

[@EricCarrasco-g8h]

I work with Elisse Laparche Ewing as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

[@TheTaxxor]

Screw higher capital gain tax, If I had 18M I'd cash out all of it even if had to pay 30% on it. That's still more than enough for a lifetime for two people. Just put 10M into some dividend stocks at 2-3% yield. Even at 2% yield, you'd get 200K a year just form that and you still have 2-3M to spent besides that.

[@cyoohoos]

She’s got 18M and has NO IDEA what to do with it, but can follow a brief conversation on capital gains taxes and asset diversification

[@JustinCase780]

While acting like "I had no idea..." 😅 The homeschooling for twenty years was a nice touch.

[@Art-is-craft]

She probably has a higher than normal IQ and is very capable of understanding instructions.

[@UYScuti-l6s]

I currently have around $250,000 in cash and want to invest in stocks. What strategies should I use for long-term investments to secure my financial future?

[@Cochran-j5d]

Be sure that the stocks your'e buying into have market-beating yields and they pace with the market long term. It's best to seek guidance from a fiduciary to gain clarity and guidance because the market is very volatile.

[@DonKiebals]

Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m.

[@VivianneLegault]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

[@DonKiebals]

My advidor is “Victoria Louisa Saylor” She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her.

[@GeertKins]

I’ve just looked up her full name on my browser and found her webpage, very much appreciate this

[@DaBestOhYeah]

NVIDIA’s stock price in late 2004 was around $0.18 per share (adjusted for splits). NVIDIA’s stock price today is around $131.60 per share. Calculation: The stock price increased by a factor of approximately 731 (from $0.18 to $131.60). If the stock is worth $18 million today, we can calculate how much needed to be invested in 2004 by dividing $18 million by 731. So, the initial investment would have been: $24,623. Thanks GPT. Obviously if she worked for them before that they may have had a lower stock price.

[@agathacolleen]

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.

[@BradlyLane]

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

[@sarapalin]

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

[@ZahirFriedman]

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

[@GertonTootle]

I'm new at this, please how can I reach her?

[@SammieOlin]

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

[@desimo147]

The irony about Dave's advice to diversify (which I agree with 100%) is that she never, ever, ever would have gotten $18 million by being diversified. Oh, and if I were her (or her husband) my two weeks notice would be going in the next day to my boss.

[@taurusthebull76]

People do win the lottery. He just doesn't want people to do that because "most" won't.

[@KTONGAMES]

Yep, big boy risk = big boy reward

[@o0usf0o]

All about preservation now. Needs to sell and derisk

[@problematicpolarbear6065]

hold on to that two weeks notice until you have consulted an asset/wealth management advisor and have a solid plan worked out and set in motion. Should you have never done that its also very satisfying to be at work knowing that they cant do anything to you and you will be gone in a couple of weeks/months anyway.

[@mlandrew6288]

​@@KTONGAMES or big boy losses

[@1timothydillon]

I had stock in a company I worked for, making silicon wafers for photovoltaics. After taking tens of millions of dollars from the state, opening another plant, and hiring hundreds of employees, they also expanded into China. Then fired everyone in the US because they, "Can't compete with the cheaper products coming out of China".

[@blessedpapa]

so the stock is doing great?

[@davidbrayshaw3529]

Just pay the darned tax! A profit is a profit. We all have to pay tax. It's always been that way. Lose the darned 20% ($3.6m) and re-invest the $14.4 million in change!

[@davidbrayshaw3529]

@@bgrl6422 Ok, only for the last 5,000 to 8,000 years... that we know of.

[@o0usf0o]

I would have sold it all the second I saw my brokerage account 😅

[@davidbrayshaw3529]

@@bgrl6422 Well, strictly speaking, no, but in the past few thousand years you should have got pretty used to it.

[@AlexandraGray-t4]

what can I do? I have been disabled since 2009 and I am 58 years old at the verge of retirement. My portfoliio of $750k is down to $492k, How can I profit from the present market" , I mean I've heard of people making upto $250k in couple weeks during this crash and I'd like to know how.

[@MichaelAD222]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@ArmraJames0]

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.

[@SylviaJoe6]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@ArmraJames0]

Svetlana Sarkisian Chowdhury is her name , i have been working with her for years. you can search the name

[@AmeeraFry5]

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

[@CryptoAshkn]

Imagine calling dave instead of driving ur lambo

[@David_99778]

Call him in the svj that s it

[@CryptoAshkn]

@David_99778 i can imagine. Dave: what do u drive? Him: a lambo Dave: SELL IT.

[@David_99778]

@@CryptoAshkn Yea well they shouldn t listen cuz they got 18 fucking million dollars! 😂

[@RalphTaylor-g3e]

Well explained. Thank you for bringing up this video. Financial education is indeed required for more than 70% of the society in the country, as very few are literate on the subject. Thanks to Caroline Suzan Olson, the lady you recommended.

[@ArthurNelson-g3j]

Truly facing this recession without investment is actually risky; salaries are easily spent off. This inflation has taught people the importance of multiple income investment, which helps a lot.

[@VincentMason-y8r]

This is correct. The Caroline Suzan Olson strategy has normalised winning trades for me also, and it's a huge milestone for me looking back to how it all started.

[@MehdiVerlinden-w7z]

​@@VincentMason-y8rWow, I know her too. Caroline Suzan Olson is a remarkable individual who has brought immense positivity and inspiration into my life. Her unwavering wisdom has been invaluable assets, enriching my journey in countless ways.

[@kathyrine-b6i]

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. Who is this, Caroline Suzan Olson? How can I get in touch with her? please.

[@MehdiVerlinden-w7z]

She is a US-based CFA. Just search for Caroline Suzan Olson online, and you'll find her official website where you can learn more about her services and even schedule a consultation. Trust me, getting started with her is one of the best decisions I've made.

[@MaximilianFischer497]

My portfolio is plummeting significantly, I’ve lost about $320k within a few months and I'm not confident about picking stocks anymore. Are there really no other options for me to gain from the stock market?

[@TicheDebb0]

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals.

[@henryallard245]

Very true. Despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately $950k that same year. In reality, all I was doing was getting professional advice.

[@MarshalWagner457]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success

[@henryallard245]

There are a lot of independent advisors you might look into. But i work with “Sonya Lee Mitchell” and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

[@RowanBryson]

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.

[@sheldonmackay]

For sure NVDA, they did a 1-4 and a 1-10 split.

[@cortez9978]

I’m convinced that investing significantly in the right stock before it goes big is more important than buying the dip, however picking the right company lies the difficult task. My question is, what are the best ways to accrue profits both in a bull or bear market?

[@FrankHaubrich-mt6gw]

I would recommend little healthy companies with great growth forecast and that are undervalued like Occuphire pharma or Ardelyx

[@Ballesteros-d]

there is little to be concerned about , just buy good companies (high flying tech) however i'm NOT so confident .BUT you do you !!

[@M.Herlihy]

The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.

[@Curran-m-i]

​@@M.Herlihy I've worked in real estate for over 25 years and have neglected a major stock portfolio, however I need a different plan now.. mind if I look up the professional guiding you please?

[@M.Herlihy]

I take guidance from ''Annette Louise Connors'' she's quite known in her field of work with over two decades of experience, and well spoken.

[@jakeschneider2113]

This is actually happens more than people think. Some of the best performing portfolios are forgotten about or people that died.

[@PJ-rk4cp]

Stop underestimating the taxes. 20% Federal. Add State taxes too. Add the 3.8% NIIT tax too. Forget 20% it could be closer to 29%!

[@Art-is-craft]

Depends on the state.

[@rory644]

Who cares if it was 50% it’s still 7m stop being g such greedy people

[@PJ-rk4cp]

@@rory644 I'm not worried about the 18M taxable in the video. I'm thinking of those who only had 100k to 500k that invested in something that took a half year, year, or two to get to 1 or 2 million and have to pay short term of 46% or long term of nearly 30%. Hard work, skill, research, and luck over 10 or so years prior that ended up, yes benefiting but also feeling like a penalty for trying to acquire wealth initially. I understand the reasoning for it, but still sucks in such cases. Later the taxes will be much lower once throttled back to more traditional investment approach.

[@MrMustangrick]

Yes correct!

[@TheNotimprezed]

​@@rory644you are the greedy person believing you are entitled to someone else's money

[@gustavoarce5782]

Fyi, Washington also has a 7% tax on capital gains over $250k-260k

[@freedomring3022]

I'd definitely move it to an S & P index fund

[@David_99778]

Yea I d def do that and get 10% on average yearly so ~1.5M/yr which is amazing and my dream

[@derekd1510]

I like a DOW dividend bearing fund

[@SupperSoup]

this is NOT a hard question, literally high yield savings account, and she makes $438,750 - $520,000 after taxes A YEAR from the interest alone

[@myfindependencejourney]

Sell 16M to diversify and get hit with the capital gains tax. If the company is Nvidia which I suspect leave there 1 to 2M. Anyway, this is a super nice problem to have.

[@Art-is-craft]

Even if she cashed in half the money she is way ahead.

[@n085fs]

I present to you a conundrum. You may pick only one of the following people to tax. Person A. Wakes at 5am, gets to a place of employment by 6:45, clocks in at 7am, works to 10am, goes on a 30-minute break (which isn't enough time to get anywhere so has to take own lunch along at 6am), works solid again until 2pm and gets another 30-minute break, then works solid until 7pm clock-out and gets home around 8pm to shower, eat dinner and be asleep by 9:30pm to be up the next day at 5am. Person B. Threw some spare money at a business that took off and turned $15 into $18,000,000.

[@michaelwiebeck3]

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?.

[@Rachadrian]

well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

[@Derekhoffman312]

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.

[@Pconradsmith]

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.

[@Derekhoffman312]

Annette Christine Conte is a hot topic even among financial elitist . Just browse, you’d find her, thank me later.

[@Pconradsmith]

Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

[@HisMajesty99]

She’s talking about Nvidia stock. Ramsay’s advice is plain wrong here. With A.I. going crazy, and Nvidia supplying most of the GPUs, it’s only going to skyrocket. It will reach at least $500 per share in the next few years. And even IF the stock tanks (which it won’t unless the whole market does), it’ll still be worth a few million dollars, which is more than she ever wanted in the first place. Now is NOT the time to be risk averse. She’s sitting on a gold mine worth potentially $50 Million if she just holds on.

[@Angelinacortez495]

What distinguishes the best investors from others? I have $385K in equity from selling a house, and I'm uncertain whether to invest it in stocks now or wait for better market conditions.

[@JenniferDavis7630]

You should look at energy stocks , they look to be the biggest beneficiaries of AI and Data centers , also DCAing into a good ETF too ...Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@donaldwayne7023]

It's wise to stay proactive and diversify assets to manage risks during uncertain times. I’ve delegated my financial management to a consultant after facing a major downturn in late 2019 during the COVID outbreak. Today, I'm semi-retired and about 25% short of my $1 million retirement target after making additional contributions.

[@debbygradley25]

Please who’s this consultant ?

[@donaldwayne7023]

"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

[@danieltaylor--65]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@StephenHeitzmann-n1b]

Love that Dave recommends professional advice here. 15 or 20% is the federal cap gains tax, Washington state is an additional 6.5% plus local typically gets you close to an additional 10%. She should consider direct indexing to generate some losses to transition part of the holding over time and simultaneously use “at the money” covered calls to generate income on the way out. If they are charitable, a Charitable remainder trust would defer during life, and eliminate at death, all capital gains tax while simultaneously allowing income flows back to the family at a percentage greater than their current income. Both easily implementable strategies that are much better than simply selling for the sake of diversification.

[@shamayialawson4855]

Very nice job covering the basics. I am sharing this not to brag but to show what’s possible. I’m retired and I have 2 separate portfolios. One is a long term growth dividend portfolio of stocks where i sell covered calls strategically and my 2nd portfolio is the Crypto trading strategy where its all about income. This year I am on pace to make $120K in realized options profits and around $869K in crypto profit... What is great is that my long-term portfolio is still up significantly as well. As such, it’s possible to generate excellent income but still have a total return perspective. ...Amidst this, the insights of a knowledgeable guide like that of Expert Shellane Maxwell can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.

[@Mohammed-x8m]

I heard her strategies are really good, How do I reach your Coach/mentor.

[@Mohammed-x8m]

How would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?

[@shamayialawson4855]

CAN”T SHARE MUCH HERE SHE’S MOSTLY ON TELEGRAMS WITH HER NAME.

[@shamayialawson4855]

@Shellanemaxwell she's verified

[@Mohammed-x8m]

This is helpful, thanks ....gotta message her right away.

[@snwbm]

Decent advice for a novice. Many of us have an idea of what she owns. It has potential to continue to rise. So here is what a pro does. They don't sell the shares. They use a "collar" options strategy. It is essentially the combination of a protective put with a covered call. It costs you a little upside, but it protects you incase the stock falls. You continue to ride the stock until you are way more sure it won't produce outsized gains. Then you start to sell and pay the tax man.

[@TraceySwann-u1v]

Holy sh*t. Congratulations to this woman! Enjoy, enjoy, enjoy!!!!

[@petarvasilev27]

To have 18 million and have a detailed plan to evade 5% tax truly shows why the USA is the country it is.

[@tkokflux6322]

finally someone who understand to not be a greedy bastard, these people got that 18m from legit straight up nothing and they are crying over 5% hahah

[@youngblood23rb]

I would 100 percent be moving to a state with no income/capital gains tax

[@beck943]

Let her pay for what she likely voted for. I'm tired of people voting blue and then leaving for red states to destroy their new home state like they destroyed the original one.

[@johnreynolds2297]

Dave, you didn't ask how it was held. 401k, ira, there's no immediate tax consequences if she sells.

[@tonysilke]

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

[@Nernst96]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@PatrickLloyd-]

Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.

[@Ji-Min-j7b]

@@PatrickLloyd- Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?

[@PatrickLloyd-]

I've stuck with SOPHIE LYNN CARRABUS since the pandemic, and her performance has been consistently impressive. She’s quite known in her field with over two decades of experience, simply look her up.

[@Ji-Min-j7b]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@quackaddict9810]

Congrats on the NVIDIA stock!