How To Build A Monster Dividend Portfolio

How To Build A Monster Dividend Portfolio | Ep. 325

Рет қаралды 2,136,016

Күн бұрын

In this Episode I summarize my best advice from 6 years of dividend investing. We also discuss Meta building a Twitter clone, Zuck responding to the Vision Pro, and a house hacking tip from TikTok.
🎉 3,000 Member Patreon: / josephcarlson
🚀 Growth Portfolio: m1finance.8bxp97.net/5b6oEb
💵 Dividend Portfolio: click.linksynergy.com/deeplin...
📈 Qualtrim Website: new.qualtrim.com/
Join the Patreon and get access to a Qualtrim, the stock analysis tool I use, a Discord community with over 3,000 members, and exclusive content: / josephcarlson
00:00 Building a Dividend Snowball
08:30 Where Dividend Investors Fail
26:37 Meta Competes with Twitter
29:90 Mark Zuckerberg Responds to Vision Pro Headset
39:50 TikTok House Hacking Reaction
Joseph Carlson After Hours: / @josephcarlsonafterhours
M1 Finance (broker used in video): m1finance.8bxp97.net/973xy
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Twitter: / joecarlsonshow
Some of the links are affiliate links.
About Joseph Carlson:
I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on KZfaq full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

Пікірлер: 1 600

@JosephCarlsonShow Жыл бұрын

I hope you all have an amazing start to your weekend! Watch this video to the end for some laughs. If you want to hang out this weekend on Discord and shoot the breeze discussing some stocks on Qualtrim.com, check out the Patreon. It's $10/month, cancel any time, risk-free, with a free trial of now till the end of the month. I take the Costco strategy of making sure you love it enough that you want to stick around. Try it out here: www.patreon.com/josephcarlson

@perpetualdividends6719 Жыл бұрын

Does Qualtrim cover international stocks? (Canada, Europe, Japan, etc.)

@twan102000 Жыл бұрын

Forget kidneys, I could just pawn one of my extraordinarily large brass testicles for a cool mill and a half. -Buy a large yacht, fill it with Hoe's, shoot a pop culture musical video. While also selling the documentary film rights to the whole process. After filming (and editing of course) get my literal nut back outta hock, broker the yacht, "stiff" the Hoe's, short the film crew, then retire with the appreciative value of the brass metal weight vs inflation and start a divvy fund. Whaddaya think Mr J.C. is this a sound investment and business strategy? Do you want to contribute some seed funds to drum up ad money for launching this venture?

@anshulpuri9672 Жыл бұрын

@@perpetualdividends6719 some

@bills1779 Жыл бұрын

Do you have a list of your current stock positions? New Subscriber, stumbled across your YT channel as someone in the Facebook Dividend group mentioned your channel. Thanks for the video(s) .. 👍🎊💯

@part1801 Жыл бұрын

What is the investment vehicle for your portfolio. Is this within a Roth IRA. I'm 58 and don't have much saved but I'm making 85k and Really need to get something going for retirement as far as passive income. Do you have a video on actually setting something up in a little more detail. I will be working for a while yet. Thank you.

@AdamLaus-xu8yb 3 күн 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...

@angeladeem2988 3 күн 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.

@ClaudiaSchreiber-b1p 3 күн 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

@ThomasBrackett-tp2xe 3 күн 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

@ClaudiaSchreiber-b1p 3 күн 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.

@NatalieFormor 3 күн бұрын

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.

@checkforme234 5 күн бұрын

It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. 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...

@johnlennon232 5 күн 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

@chris-pj7rk 5 күн бұрын

@checkforme234 5 күн 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

@chris-pj7rk 5 күн бұрын

Rachel Sarah Parrish is the licensed advisor I use. Just google the name. You’d find necessary details to work with and set up an appointment.

@checkforme234 5 күн бұрын

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 email shortly.

@nicolasbenson009 Ай бұрын

I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income

@BridgetMiller- Ай бұрын

Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional

@tatianastarcic 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.

@Michaelparker12 Ай бұрын

As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. What are some strategies i can employ to be successful?

@tatianastarcic Ай бұрын

Finding financial advisors like Melissa Terri Swayne 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.

@berniceburgos- Ай бұрын

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

@Kaustavpatell 11 күн бұрын

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

@AmithKaury 11 күн бұрын

There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

@kurtKking 11 күн бұрын

I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

@Jamesjerome0 11 күн бұрын

That's quite remarkable! I'm genuinely interested in benefiting from the guidance of such experienced advisors, especially considering the current state of my struggling portfolio. May I know the name of the advisor who has been assisting you in navigating these financial challenges?

@Jamesjerome0 11 күн бұрын

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.

@herewegoagain7135 6 күн бұрын

Keep watching KZfaq

@micheal_mills 20 күн бұрын

My perspective on dividends is that they may not be beneficial if a company has better uses for its capital to promote growth. I suggests investing in companies with growth potential. However. It's possible to create a portfolio that generates a dividend income of $50,000-70,000 with less than $200,000 investment.

@donna_martins 20 күн бұрын

You're right! Compound interest is powerful, but many people underestimate it or lack patience. An investment advisor can also be of help., speaking from experience

@robert-1miller 20 күн бұрын

That's right, I've been backed by a financial advisor for almost three years now, I started with over a hundred thousand and I'm just $190,000 away from making half a million profits from compounding and dividends.

@DavidRiggs-dc7jk 20 күн бұрын

I like to look into this, how can i find a decent advisor like yours?

@robert-1miller 20 күн бұрын

Vivian Jean Wilhelm is the licensed advisor I use. Just google the name. You’d find necessary details to work with and set up an appointment.

@DavidRiggs-dc7jk 20 күн 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.

@DavidLuiz-nd3dn 3 ай бұрын

On the Dow Jones index, only seven stocks gained on Thursday. Apple (AAPL)and Microsoft(MSFT) rose, as did Visa (V)Microsoft and Visa are rebounding from their 10-week moving averages.Meanwhile, Tesla (TSLA) fell 5% on the stock market today. Shares are extending a downtrend. I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if there are any short term opportunities I can invest in.

@VictoriaWood-uc6mp 3 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 consider financial advisory for informed buying and selling decisions.

@SmithJones-yx1ut 3 ай бұрын

'Tenley Megan Amerson' 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..

@MarkLeonard-xn8zs 3 ай бұрын

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.

@troytempest290 2 ай бұрын

👉🚨👈

@SteveDutton-v 3 ай бұрын

Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, raises concern for my $600K portfolio given the index's increased tech concentration. What stocks, in terms of growth over the next ten years, could be the next APPL is my query.

@mikey43221 3 ай бұрын

Considering diversification is excellent, but I sense some uncertainty. Now might be a good time to consult a financial advisor for expert advice and seize opportunities in this volatile market.

@tmer831 3 ай бұрын

i agree, that's the more reason I prefer my day to day invesmentt decisions being guided by a financial 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 a fin-advisor for over 2years+ and I've netted over $1.8million.

@DavidCovington-st2id 3 ай бұрын

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?

@tmer831 3 ай бұрын

Vivian Carol Gioia is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

@DavidCovington-st2id 3 ай бұрын

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 resume.

@dianarabbanii2 2 ай бұрын

Agreed that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

@NatalieFormor 2 ай бұрын

@scottjuarez9549 2 ай бұрын

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.

@IVIRnathanreilly 2 ай бұрын

AI adjacent tech will be much more reliable. AI is bubbling right now (as someone that will get a diploma in ML & AI in November). If you look into where it can really be applied there's a big opportunity there. Right now AI is seen as the holy grail in every use case. It won't be useful in every scenario.

@MSkingstorming Ай бұрын

look up nio! You will get rich with this one longterm. Very undervalued company which could and will explode in to new dimensions regarding its fundamentals. Not profitable yet, but on its way to it.

@warcraftarthas Ай бұрын

this isnt a lot of money stick with index funds until you have some real money to invest

@RichieAnnabel Ай бұрын

My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.

@ElvisMarshall-xo2lw Ай бұрын

Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.

@AaliyahKhalid-kq9gl Ай бұрын

Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

@KennyMichael-id1bb Ай бұрын

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.

@AaliyahKhalid-kq9gl Ай бұрын

I use Svetlana Sarkisian Chowdhury

@PHILIPTURNEL Ай бұрын

Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call

@DeannaMurray-zv 2 ай бұрын

I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

@Erickruiz562 2 ай бұрын

For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary expertise to pull off such trades effectively carry them out.

@BeverleeR.Ziegler 2 ай бұрын

I agree, before the pandemic got real serious, I used to handle all my investment and I was pretty good at it, fast forward to post-pandemic and my-portfolio is steady in the red with profit rate down to the lowest, that's when I touched-base with a coach I saw featured on businessweek, who restructured my portfolio and over the last couple months, I've made over $850k from initially $210K

@JimmyA.Alvarez 2 ай бұрын

That's impressive, have you always had guidance?

@JimmyA.Alvarez 2 ай бұрын

how do I go about it the right way. I’d love to use similar terms as yours.

@BeverleeR.Ziegler 2 ай бұрын

One of the fiduciaries I deal with is Jennifer Lea Jenson. Just check the name. There would be a letter with the necessary information to set up an appointment.

@geraldt331 3 ай бұрын

Purchasing a stock may seem straightforward, but 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. Any advice on this matter would be greatly appreciated.

@lucaswilliams9992 3 ай бұрын

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

@yeslahykcim 3 ай бұрын

Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.

@Jadechurch-ql3do 3 ай бұрын

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

@yeslahykcim 3 ай бұрын

Yvette Ruta Musto' 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.

@brianwhitehawker1756 3 ай бұрын

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

@JefferyDuns 3 ай бұрын

I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this ?

@PhilipDunk 3 ай бұрын

In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. Depending on the worth of your portfolio, you should consider financial advisory.

@PatrickLloyd- 3 ай бұрын

Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.

@Nernst96 3 ай бұрын

this is all new to me, where do I find a fiduciary, can you recommend any?

@PatrickLloyd- 3 ай бұрын

Amber Dawn Brummit 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.

@Nernst96 3 ай бұрын

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.

@NicholasBall130 2 ай бұрын

Dividends are a great thing, but they’re only really effective for passive income when you either have somewheres over 20 to 25 thousand shares of a high yielding stock. Meaning you likely need to have a few hundred thousand if not more invested in it. Re-investing dividends back into the same stock certainly does snowball with compound interest, but you only really start seeing it after 20 years of never stopping and likely needing to add additional money of your own with it….so it’ll be time consuming and costly. The way I see it if you have a million dollars at some point, that’d be enough to create a portfolio that would pay you between 50 to 70 thousand in dividend income

@EleanorBaker474 2 ай бұрын

It's not difficult, but you have to learn and handle. Another thing is that if you can't manage your home, maybe you shouldn't invest on your own. If so, you should hire a CFP to help you diversify your assets to include ETFs/index funds/mutual funds and stocks of companies with consistent cash flows, rather than betting on penny stocks.

@StocksWolf752 2 ай бұрын

That's true, I've been backed by a financial advisor for almost three years now, I started with over a hundred thousand and I'm just $19,000 away from making half a million profits from compounding and dividends.

@StacieBMui 2 ай бұрын

Could you kindly elaborate on the advisor's background and qualifications?

@StocksWolf752 2 ай бұрын

The advisor that guides me is Sonya lee Mitchell, most likely the internet is where to find her basic info, just search her name, She's established.

@WidgetWagyu47292 Ай бұрын

Yes and no I’d rather have 5k worth of dividends in the stock market than 5k in my savings account. At least my money is working itself.

@trosien-nz3je 10 күн бұрын

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

@strayhorn-dc1bq 10 күн бұрын

People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.

@GeralynWinnifeld 21 күн бұрын

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?

@tahirisaid2693 21 күн бұрын

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.

@EmiliaGeelan 21 күн бұрын

I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.

@tahirisaid2693 21 күн бұрын

Angela Lynn Schilling 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._

@EmiliaGeelan 21 күн бұрын

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

@JalenBooekr 21 күн бұрын

Adding JEPI 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.

@Casey-summer 10 ай бұрын

The most popular investment portfolio strategies include diversification, where you spread investments across different asset classes to manage risk. Another is the growth strategy, focused on capital appreciation through high-risk, high-reward assets. Income-oriented strategies target regular income from dividend stocks or bonds. Finally, there's the value strategy, seeking undervalued assets for potential long-term gains.

@sloanmarriott5 10 ай бұрын

According to Warren Buffett, dividends are less valuable for growing businesses and more suitable for established ones. Investing in companies that offer dividends might be seen as parking capital for steady returns, especially for those relying on portfolio income. This approach resembles bond investing, serving as a means of generating consistent earnings.

@mellon-wrigley3 10 ай бұрын

Given the market's uncertainty, I rely on an investment advisor for my daily decisions. Their expertise in long and short strategies, coupled with risk management and exclusive analysis, ensures substantial returns. Amid the pandemic, I've gained over $1.5 million through subsequent investments, benefiting from their approach.

@lilyhershey1 10 ай бұрын

@mellon-wrigley3 10 ай бұрын

"Camille Alicia Garcia" serves as my advisor, bringing extensive qualifications and experience in the financial market. Her deep understanding of portfolio diversity positions her as an industry expert. I suggest delving into her credentials for further insight. With her considerable experience, she offers valuable guidance to anyone seeking to navigate the complexities of the financial market.

@lilyhershey1 10 ай бұрын

Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.

@OliverTilney 10 күн бұрын

I usually look up your videos for updates! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you CMA, imagine investing $12,000 and received $305,500.

@AnnBurrow-vb8tt 10 күн бұрын

I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 150K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.

@BEAUTIFULDIANAFRANCIS 10 күн бұрын

What is CMA ? A new coin or platform? I am tired of losing all in the name of investing.

@OliverTilney 10 күн бұрын

@@BEAUTIFULDIANAFRANCIS Cynthia Mcclure Alexander

@OliverTilney 10 күн бұрын

Cynthia Alexandra McClure, who also goes by Cynthia A Depken, Cynthia Alexandra Depken, Cynthia A Jackson, Cynthia Alexandra Jackson, is a registered financial advisor currently at U.S. BANCORP INVESTMENTS, INC. located in Charlotte, North Carolina.

@RoryAllen118 10 күн бұрын

As beginner in stock, I found these comments helpful so curiously searched for her full name and her website popped up immediately. I looked through her credentials and passed exams before contacting her.

@ClementRusso2 9 ай бұрын

Creating wealth entails establishing positive routines, such as consistently setting aside funds at regular intervals for sound investments. Financial management is a vital subject that many avoid, often leading to future regrets.

@antonnohr 9 ай бұрын

Getting a head start by beginning early is the most effective way to build wealth, with investment taking precedence. I've learned from last year's experience that starting early allowed me to create a better life through early investments this time around.

@Rodxmirixm 9 ай бұрын

Currently, I'm managing my finances wisely and being frugal. In the last 23 months, my investments grew by 43%, adding over $650K in profits. However, I've had losses in the past month, making me anxious. I'm unsure whether to sell everything or wait.

@VickyAlvy 9 ай бұрын

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

@Jason9o669 9 ай бұрын

I'm intrigued by the idea of investing with an analyst; it seems like a wise choice in today's market. Could you provide me with some guidance on how to get in touch with her?

@Jason9o669 9 ай бұрын

Thank goodness . I just found her on the web. She seems well experienced.

@kimyoung8414 11 ай бұрын

Smaller, speculative stocks have endured a historically weak stretch. Investors are betting that a turnaround is finally in the works. I’ve lost about $320k within a few months, how do i take advantage of the market turnaround?

@jameswood9772 11 ай бұрын

There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell stocks.

@johnlennon232 11 ай бұрын

That's impressive! I could really use the expertise of this advsors. how can i get to your advisor

@johnlennon232 11 ай бұрын

Thanks, I just googled her full name 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 call.

@Grungefan2018 6 ай бұрын

@zahairobrian671I am a near retiree. It’s just me and 60 yrs old. I really need a good advisor but have no clue where to start . I don’t have enough in 401k due to life circumstances But now I am in a position to invest a decent amount and I make a decent salary. I’m hoping I have enough in 401k to make enough to make up the difference if I had the right advice .

@samy7013 3 ай бұрын

Scambot alert!

@stephenpotter21 8 ай бұрын

The truth is that dividend stocks, if one sticks with them, outpace inflation by many percentage points. I just want my money to keep outgrowing the inflation rate. That is why I'm looking for companies now to put in $80k for a start. Just don't know how to proceed

@cloudyblaze7916 8 ай бұрын

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. That is how people are able to make such huge profits in the market.

@victorlaranjahal 8 ай бұрын

People underestimate how much they can make from the stock market. I started with $127k and made more than $86k within just five months of starting, and it's been an awesome ride since then.

@stephenpotter21 8 ай бұрын

I need someone who has a reliable track record, because I want to transfer my existing portfolio and start one for my wife. Could you could recommend yours?

@victorlaranjahal 8 ай бұрын

My advisor is *Sharon Louise Count* and she manages my portfolio with great returns. I think she has a contact website you could look up.

@armykid0000 3 ай бұрын

@@victorlaranjahal bots have been becoming advanced

@PotBellyPete69 10 ай бұрын

What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk

@AddilynTuffin 10 ай бұрын

Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.

@sting_grayl 10 ай бұрын

Please who’s this advlsor that guides you?

@sting_grayl 10 ай бұрын

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.

@JjakeTradesFx 3 ай бұрын

lmfao start demo man, get 1 year and study each quarter then the next year try 10k challange for yourself and see if you can sustain it and make profit within a month.

@Christine-ce4xo 7 ай бұрын

The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling, The market and the Fed consistently underestimate the sticky nature of inflation. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $401k worth of stocks?

@NancyFranciss 7 ай бұрын

Because they are used to bull markets, most people find it difficult to handle a decline, but if you know where to search and how to get around, you can make a sizable profit. It depends on how you plan to enter and leave.

@user-qx7td4oe7c 7 ай бұрын

That’s why I make it a point to speak with a financial advisor before choosing any investments. I’ve been using one since the pandemic, using profits oriented tactics and minimizing risks as a buffer against inevitable downtrends. In addition they have access to insider knowledge and analysis, making failure virtually impossible for them. I’ve made about $3 million working with Deborah Jean Dykstra my advisor for over three years now.

@Christine-ce4xo 7 ай бұрын

thanks for sharing, i found Deborah's web page

@walter.dlawson2580 Жыл бұрын

I'm a big fan of dividend growth stocks. The myth is that there is no growth in dividend paying stocks, not true at all. I saw 20 even 30% stock value, on top of some of the dividends paid by some of my dividend paying stocks this year. The best thing about dividend paying stocks is when they do dip my dividend yield goes up and I can load up and increase the rate of return. I also never have to sell the stock to receive the profits from dividends so I get the return over and over and over. Unlike regular stocks that I have to sell and only see profit once, at the time of sale. Once they are sold they are gone folks. There are also tax benefits to long term holdings. I'm really grateful to then efforts of my advisor , Susan Kay Mack helping me reach my 7 figure milestone . Wishing peace and prosperity to you and yours.

@larryronhartfield55 Жыл бұрын

There are several excellent dividend stocks available. The challenge is to diversify sufficiently to receive dividend payments.

@meredithelbert6608 Жыл бұрын

I just found her webpage and left her a mail. her resume shows she was active during the last bear market.

@twoking10 10 ай бұрын

I have been dividend investing since 1986, 37 years now. I have to say this is VERY on target. I can't tell you how many people I have met who just focus almost exclusively on the current yield. Bad mistake. 1, Look for revenue growth, EPS growth, dividend GROWTH. Find low payout ratios. The combination of revenue growth and a low payout ratio means the company will likely have a lot of room to grow the dividend well into the future. Very important to understand the difference between the current yield and the yield-to-cost. Wayne Gretzky said it best, "don't skate to where the puck is, skate to where it is going." 2. When you reinvest dividends that is compounding. Everyone understands compounding. When you combine that with... THEY KEEP INCREASING WHAT THE DIVIDEND IS... think of it as compounding squared. Good video.

@Riggsnic_co 4 ай бұрын

More and more people might face a tough time in retirement. Low-paying jobs, inflation, and high rents make it hard to save. Now, middle-class Americans find it tough to own a home too, leaving them without a place to retire.

@TheJackCain-84 4 ай бұрын

The increasing prices have impacted my plan to retire at 62, work part-time, and save for the future. I'm concerned about whether those who navigated the 2008 financial crisis had an easier time than I am currently experiencing. The combination of stock market volatility and a decrease in income is causing anxiety about whether I'll have sufficient funds for retirement.

@martingiavarini 4 ай бұрын

This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000

@bob.weaver72 4 ай бұрын

Mind if I ask you to recommend this particular coach you using their service?

@martingiavarini 4 ай бұрын

'Carol Vivian Constable, 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.

@bob.weaver72 4 ай бұрын

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.

@AdebayourQuadri 5 ай бұрын

I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

@SkyeWoodrum 5 ай бұрын

Shopify and snapchat

@r.a.6382 3 ай бұрын

NVIDIA is a balloon. They don't have any tangible AI development. They don't have an edge in hardware. Its all selling of news, smoke and mirrors. I know people inside of the industry and all they talk about is opensource this and that. FAANG is the sacrificial bull that's going to collapse our economy when they flip the switch. Everyone knows ASML controls chips but none of that actually matters when patents collapse and information is made free by real ai projects in defi/depin space. Chip plants don't cost billions to build. Maybe a couple million. Maybe even a couple hundred thousand after this new wave hits. And they'll be springing up everywhere. NVIDIA simply has no moat without government mafia to protect them and fomoing into it and other AIAAS (as a service) - won't just get you wrekt, it will be a matter of survival to have ownership of digital assets and involved in communities like ICP.

@istvanpraha Ай бұрын

eh you make it sound like those stocks aren't risky. How aren't they? Nvidia seems to just be pulling forward a decade or so of growth into one year. Pretty soon they run out of people to sell at this pace too. Then the rest of the world realizes that AI isn't cost effective, that good, or the jobs they want to automate away don't exist anymore because they already got automated with SQL processes and python (last case being my job)

@blessingpaul5484 10 ай бұрын

I began my investment journey at the age of 33, primarily through hard work and dedication. I am to share that my passive income exceeded $100k in a single month for the first time. This success reinforces the importance of the advice mentioned earlier. It is not about achieving quick wealth, but rather ensuring long-term financial prosperity.

@brittanynicolette9473 10 ай бұрын

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

@PhilSommer2 10 ай бұрын

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

@blessingpaul5484 10 ай бұрын

Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $500k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.

@Jessicatorres_768 10 ай бұрын

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

@blessingpaul5484 10 ай бұрын

My advisor is *Nolan Velden Brent* , a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@Adukwulukman859 11 ай бұрын

If life gives you lemon, you make lemonades, so at this point instead of waiting for stocks to crash or recovery, focus on how to profit off the current market, Bloomberg, WSJ, BBC business(just to mention a few) have been recording cases of folks averaging 350k in 12weeks, so there's money being moved around if you know where you're looking.

@talented009 11 ай бұрын

Avert too-good-to-be-true con tricks. Consult a fiduciary counselor; these professionals are among the best in the business and offer individualized guidance to clients based on their risk tolerance. There are undesirable ones, but some with a solid track record can be excellent.

@ThomasHeintz 11 ай бұрын

very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.

@DarleneMurphy774 11 ай бұрын

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

@ThomasHeintz 11 ай бұрын

You can do your research and be on the lookout for one with intelligent strategies who'll help your portfolio maintain an unwavering and a progressive growth. Laura Marie Ray is my FA. She has the Flexibility & Expertise to Meet Your Needs. Verify her yourself

@esther.74 11 ай бұрын

@@ThomasHeintz Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals

@georgeh.5126 8 ай бұрын

Though dividend-paying stocks don’t offer dramatic price appreciation, they can provide a consistent income stream. Renewed buying strength in markets in October and November. I want to invest more than $100k, but I'm not sure on how to mitigate risk. Any reliable inputs will be appreciated please

@aureliobjm 8 ай бұрын

Spreading your investments across different sectors and asset classes can help manage risk. Diversification can protect your portfolio from the impact of a downturn in any one area of the market.

@josephbush 8 ай бұрын

This is exactly the reason I stopped taking advise from KZfaqrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $550k in less than two years was guidance from a true market expert. Glad I did contact one, I'm currently up 65% in profits on my collections.

@MarvishaN 8 ай бұрын

@jospehbush Amazing! Could you shed more light or details? Or how can I contact the expert that helped you?

@Grungefan2018 6 ай бұрын

Can you reprint the advisors name ? Please .. I am 60 and in dire need of advice. It’s just me and not enough in 401k But , for first time In my life have a decent savings I can do something with. Unfortunately I have no clue and getting more confused the more videos I watch . Basically need to grow $400,00 in 401k to a million in 4 years . I do not have 20 or 30 years unfortunately and that’s the advice everywhere . I get it .. but circumstances were out of my control up until now.

@josephbush 6 ай бұрын

@@Grungefan2018 HEATHER LEE LARIONI.

@utopiajj 5 ай бұрын

Finally some straight talk with no bs smoke n mirrors thank you

@erikacristina9567 8 ай бұрын

Great video! Well I'm so happy I made the best decisions by having a good investment. Recently, I'm able to acquire my third house even at my age and I believe if things keep going well I would retire early

@Stanley594 8 ай бұрын

That's nice! But how did you manage to achieve all that even with the current economy that's very bad? Please I'll appreciate your assistance on how to go about it, I'm desperately looking for a way to pay up my debts and also achieve my goals

@erikacristina9567 8 ай бұрын

The best strategy to use in trading is to trade with a professional who understands the market quite well, that way maximum profit is guaranteed, I'll highly recommend Victoria Taylor, she is my current trader and her strategies are working

@perezcamelia1273 8 ай бұрын

Actually this is not the first time am hearing of Victoria Taylor and her exploits, how she handles investments and generates good profits, she has really made a good name for her self, but I have no idea how to reach her

@erikacristina9567 8 ай бұрын

gram

@erikacristina9567 8 ай бұрын

Victoriatalyor is the name to look for

@Joelgarcia47 3 ай бұрын

I will be forever grateful to you, you changed my whole 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 Victoria Taylor

@erikacristina9567 3 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 be super.

@JamesRandle5 3 ай бұрын

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.

@anitalawrence2668 3 ай бұрын

Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading.

@perezcamelia1273 3 ай бұрын

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

@Joelgarcia47 3 ай бұрын

SHE'S MOSTLY ON TELEGRAMS, USING THE USERNAME

@ivymadanhennion8108 10 ай бұрын

Most people simply enter the foreign exchange market without comprehending matters like this. The first stage in building money is determining your goals and risk tolerance, which you may do on your own or with the assistance of a financial counselor who works with a verified Finance agency. And also you can learn the facts about saving and investing and create a clear plan, you should be able to acquire financial security over time and enjoy the benefits of income management.

@raymanmorrison3994 10 ай бұрын

That is why I work with John Desmond Heppolette, who introduced me to a better Financial community, a verified agency where I learned how money works and how to create it, as well as free books, courses, and daily lectures. You also get to meet new people, which was the best decision I ever made.

@SofiaAnsari-wb7gn 10 ай бұрын

I curiously made a research of his full names after reading what you shared, I came across his webpage on-line. My portfolio suffered a big hit, holding it further won't be any good. I've heard of people netting hundreds of thousands this red season I'm really glad to see this...

@Rochelletrem 11 ай бұрын

I recently made more purchases. Saving money for a market downturn is likewise a bad idea. There are numerous ways to look at recessions and depressions, we cannot always expect to make large returns, and taking chances is better than doing nothing. The bottom line is that you will achieve remarkable results by diversifying your portfolio and making wise decisions. My portfolio's raw earnings rose by $608k in just 5 months.

@berkrix4312 11 ай бұрын

Despite my confidence in your advice, my recent stock purchases, and the fact that I am an AMC shareholder, I haven't been able to accumulate anything. I had already been in the hole for too long prior to the downturn. What's the investing procedure?

@theresahv 11 ай бұрын

I do not have a single fund that I invest in because I have a range of jobs. I certainly don't behave that way. I model my behavior after that of Julie Anne Hoover, a seasoned financial counsellor licensed by the US Securities and Exchange Commission (SEC). Since then, my returns have risen swiftly in contrast to the IRA's gradual development. What I have is only used by her trades, not by a few really niche businesses.

@philipr1759 11 ай бұрын

@@theresahv That's amazing! I want to talk to her if she is this talented and possesses A-list skills. I continue to lose 20% of the time even when I clone transactions using a MAM account as well. Where do I find her contact details?

@theresahv 11 ай бұрын

You may look her up online and confirm her for yourself. She has extensive knowledge of the financial markets.

@philipr1759 11 ай бұрын

@@theresahv I promptly did some research on Julie’s past. She can control herself well. Her credentials are solid, and it seems like she was the subject of a careful examination. Foreign investors from countries other than the United States can also use her services.

@Zeb_Fields 11 ай бұрын

This is a Great video. I have a small dividend investing KZfaq channel investing for financial freedom and this video really makes rethink 1 or 2 of my investments, even though I did my individual stock research and have mostly dividend aristocrats and dividend kings. I have 25 positions and 2 of them are T and VZ and you really put them into perspective for me here. I may consider replacing one or both of them with CAKE, TXRH, MA! thanks for the Straightforward Info Joseph!

@learningtogrowinChrist 11 ай бұрын

Thanks for explaining capital appreciation and dividend growth. I've paid attention to it, but something clicked a bit more than before!

@richg7264 Жыл бұрын

Great tip. I invest in company's that raise their dividend each year, i'll definitely check that number against inflation.

@uncleteddy78 6 ай бұрын

Best dividend video I’ve seen in 8 months of research. Thank you so much🤜🤛

@ohdaaveed6213 Жыл бұрын

Hey! Quick question, when you invest in these stocks, do you Dollar cost average? Or do you put in a lump sum?

@RealtoBR 6 ай бұрын

Congrats Joseph on your fist 1Million view video. VERY WELL deserved and i would say a long time coming!!! Keep up the amazing work and the transparency. Its crazy ive seen you grow from your first/second episode and when you were just getting a few thousand viewers to now.

@av7330 Жыл бұрын

Thank you for explaining Dividend investing so well. Lots of useful information. Qualtrim looks great, especially helping to simplify the data. Is it also a stock scanner? Or just a portfolio tracker?

@travismartinson1813 11 ай бұрын

The fastest way to build dividends is to have some high growth stocks like TSLA and AAPL and rebalance the profits into dividend companies or funds. I just rebalanced my portfolio recently and moved some nice profit from this rally into more dividend funds, which are pretty cheap right now. I bought alot more dividend funds than if I had just reinvested dividends and didn't have any high growth. I do 50/50 right now but as I get older I'll lower my high growth percentage to increase my income and lower risk.

@Lucas-wn5wm 3 ай бұрын

I went 70% growth 30% dividend(singapore shares). Im a singaporean.

@Duro_Cubano 3 ай бұрын

Do you have your dividend stocks in an individual brokerage or IRA? Last year I shifted all my dividend stocks to my Roth IRA out of fear of tax drag but now I’m conflicted…

@gracegomez109 6 ай бұрын

With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly-which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio.

@Lettyogle 6 ай бұрын

The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

@priyankamahatma6672 6 ай бұрын

very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance to make a from a financial-advisorr, you can be passively involved with the aid of a professional.

@priyankamahatma6672 6 ай бұрын

VALERIE JEAN ZWOSTA That’s my licesed Financial advisor you can easily look her up, Thank me later!

@Aussi97 6 ай бұрын

This is a lot, but please read until the end. I'm only 26 minutes in but first, let me state that Joseph's advice appears to assume a continuous bullish market. He glosses over "pandemic" without emphasizing on recession resistance in the stock markets. Also, he appears to have a very dangerous mindset that these companies will live on indefinitely, but in a Capitalist, free-market economy, all companies will live, breathe, and die. No one company is safe from competition and/or economic evolution. I disagree with a commenter's advice on getting a financial advisor because if a repeat of 2008 happens, most advisors will be under water due to never have experienced it themselves. What I recommend is to learn how to cover down-trends with shorting the market. That way you will be prepared for the market regardless of bullish or bearish conditions. Shorting a stock doesn't reward you a dividend, but it will hedge against the drop in price on the stock that does reward you a dividend. For example, stock ABC is paying out a dividend of $1 per share (or it could just be on a bearish trend and you're a bag-holder by default as a dividend investor). At the same time, maybe the market is down, so stock XYZ is bearish. You can then sell XYZ into a short position to hedge against the unrealized loss of stock ABC. In a bullish market you could just go long on XYZ. NOTE: You cannot sell short a stock you already own. It will close out your position if you try. Alternatively, you could research covered calls and covered puts for options trading, but without a vast amount of proper experience in the markets, there's somewhere around like a 98% chance that you will bankrupt your account. Options are intended as a way to hedge and/or add leverage to your trades/investments. They are not intended for separate trading. I learned that one the hard way.

@Aussi97 6 ай бұрын

@BrighterChameleonplease read my comment before jumping into relying on someone else.

@ROBSwank-pm1vd 5 ай бұрын

One of the best and most concise and results oriented strategies ....with Excellent advice based on hard fought experience !! Keep up the great work !! Thank you 😎

@DavidVelasquez9 10 ай бұрын

I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities

@peterwilliams6361 10 ай бұрын

Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a stock expert for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again

@DavidVelasquez9 10 ай бұрын

Hi , please who is the expert assisting you and how do I reach out to them?

@peterwilliams6361 10 ай бұрын

The broker I'm in touch with is *ASHLEY AIRAGAHI . I came across her in a Bloomberg interview and got in touch with her. You can use something else. For me, her strategy works hence my result. She provides entry and exit point for the securities I focus on

@DavidVelasquez9 10 ай бұрын

Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing

@hoodmonkey 10 ай бұрын

Hello I am 16 years old and I just started investing some of my money. Is there much I can do besides hold my money in an index fund for now and just keep adding whatever money I make into it until I get a sustainable job?@@peterwilliams6361

@merashad Жыл бұрын

I use a different strategy, I used a high/low yield strategy. I invest in MAIN, PFLT and JEPI for income. I use SCHD, NOBL and VTI for growth. I don't want research companies and keep looking at who is doing well. I leave that for managers of funds. At the end I use BND and TIP to hedge down turns in the market. 8 ETFs that I can manage without looking for gems in the marketplace. I do smaller investments with FTCO, SACH, HRZN and ZIM. So, I use a high/low strategy so I don't need $1M to retire. Your strategy doesn't work with low income salaries and the need to be able to turn cash quickly.

@Particle_Ghost Жыл бұрын

FTEC, VONG and ONEQ are also overlooked.

@ThePhukst1k Жыл бұрын

You are flat out a victim of high finance and the logical fallacies adopted by the mass public, of which the products you purchase are marketed to. You should really read a few books on financial theory my dude. The market is massively efficient in these broad products and your logic on the matter tells me you don’t have the skills nor the understanding to do what you think you are capable of. If you have a family your stewardship of your family’s savings is of a most serious matter. Don’t fu*k it up.

@ojstoical4044 11 ай бұрын

Agree with the both of you.

@QUENA-vw8yi 10 ай бұрын

This was so incredible to watch! I love the way you guys talk about money as a family and I aspire to be that kind of parent in the future! My sister recommended your account in 2020 and I’ve been following since… It literally changed my life because it gave me the financial literacy I needed to start investing. Thank you and way to go girls 🎉 what they’ve accomplished is amazing.

@user-wo9jj6ii6t Жыл бұрын

I've watched all of your videos Joseph, this is the best one! You have an excellent financial acumen, great work!

@ocmetals4675 11 ай бұрын

So much great info. Thank you for this video. I was looking for this kind of information.

@trung_van 11 ай бұрын

I withdrew from my dividend portfolio to get a KZfaq setup but I'm starting again! Thanks for all the tips!!

@miyagifatghost2684 11 ай бұрын

Word that's awesome. Now give me actual solid tips no BS brooo

@theWebWizrd Жыл бұрын

I think a reason why you could get criticised for buying such low dividend companies is because in my opinion the strategy you are outlining isn't a 'dividend investor' strategy. You are not investing for the dividends at all - in fact, as I see it, you could as well buy into companies that do not pay any dividends whatsoever. Your gain and what you look for, as you point out in the video, comes from the growth of the underlying business, not from the businesses distribution of wealth to its shareholders. In other words, this strategy should perhaps be better described as a 'fundamentals driven large cap growth' - strategy. You invest in established large cap companies that you deem to have low risk and good potential for growth in the future based on business fundamentals. When I think what a meanful description of a 'dividend investor' would be, it would have to be someone who is investing with the main purpose being to grow their portfolio through the distribution of wealth from their ownership shares. For example, a company that has reached its natural marked limit and only grows with GDP whilst paying out its excess cash flows every year to its owners, or a company that for other reasons do not focus mainly on reinvesting its earnings. And I think you are very right in your criticism that this kind of investing quickly can turn into investing in companies that not only have a saturated marked but indeed is stagnating and might contract.

@JMerc 9 ай бұрын

Important question I really hope I can get a quick answer to!! What about SCHD? Do you invest in ETFs that have bundles of stocks in order to diversify just a little bit more?? Do you feel the returns are simply better investing in these companies directly??

@thexyzfiend8114 11 ай бұрын

I just found your channel and wow, what a wealth of knowledge and wisdom. Would you recommend the tracking software in your description at any portfolio balance or only after achieving a certain value?

@johnhitchcock4323 Жыл бұрын

Hey Joseph, love your content! I appreciate at what depth you go to explain investing to your follows. I’m definitely making strides in my investing journey. Thank you man!

@donkeybizle Жыл бұрын

Joseph, can you make an introductory video on the tool you are using for the charts in this video? This is so visually consistent to how you explain these concepts. I would like to use it for my dividend journey as well. Your knowledge is amazing 🙌

@nathanielringdahl Жыл бұрын

Second this! Following

@nathanielringdahl Жыл бұрын

Ahhh, it’s called Qualtrim, $10/month

@lldadb664 10 ай бұрын

First video to watch on this channel and that was the first thing I wanted to know as well. I also see his use of M1. I'm brand new to this world and am curious to know which tools might be beneficial.

@beltrangonzalez3448 Күн бұрын

One of the best videos about dividend portfolios. Keep it up!!!

@archimedes7436 11 ай бұрын

Congratulations 5 yrs and almost 500k. Nice job 👍🏻

@alsbro1234 Жыл бұрын

Joseph can you show us your IRA investments? Im 23 and started a Roth IRA a few months ago and am in SCHD, VXUS, and VTI. Im curious to see your IRA investment strategy.

@eduardkovalev7490 11 ай бұрын

Your work is incredible! Thanks for spending your time for us

@johnwaffles9972 8 ай бұрын

A video very well done. New to dividends and this was worlds different from other youtubers shilling out high yield divend traps

@nancysmith9487 8 ай бұрын

Thank you, noticed your early list is just a double list of same thing. Appreciate your time and sharing... Great plan. Look into IRA to Roth contribution... For future. Growth tax free after tax contribution... Gives more money options

@sweetphilly2 9 ай бұрын

Curious about how much of this applies to dividend-paying ETFs

@ben10pa Жыл бұрын

my monster dividend portfolio is 100% $TSLA. For the untrained eye, a 0% dividend yield might be too low for it to be in a dividend portfolio. The trained eye will look at the cash flow growth rate and wonder what will they use all that cash after 2030? dividends/buybacks

@RoyceVera Жыл бұрын

Might be too low? Lol

@mr.wonderful4737 Жыл бұрын

As a Tesla shareholder myself I find this hilarious and TRUE

@udayhomeful Жыл бұрын

$TSLA holder since 2018 here. I wish I had bought more last December.

@raaaaaaaaaam496 Жыл бұрын

Why wait for TSLA to distribute dividends, and IF they ever do. If you have 100,000 it’s better to invest it now and collect dividend over the next 10 years than to get dividends 10 years from now.

@thegreat9481 Жыл бұрын

@@raaaaaaaaaam496 He doesn’t know what he’s saying at all

@alexrezende3499 9 ай бұрын

Joseph so amazing content, first video I watched from you and need to say is one of the best I have watched. Thanks very much

@AnantGupta 9 ай бұрын

very well explained video about some fundamental metrics to look at and to avoid basic errors (which dont seem basic at all). looking forward to checking out more videos

@Cristian_M_ 7 ай бұрын

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

@tracyholian2944 7 ай бұрын

I’m celebrating a $30k stock portfolio today. I 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

@zoeyswaniawski7306 7 ай бұрын

Wow, really. I was able to make my $25k on investment

@sarkiali3958 7 ай бұрын

@@tracyholian2944I’m looking for something I can venture into on a short term basis, I have $15k sitting in my savings

@clydeorlan2615 7 ай бұрын

Assets that can make you rich *FX *Btcoin *Stocks *Gold *Real estate

@patricklemmy679 7 ай бұрын

You’re right but a lot of people remain poor due to ignorance

@jjm2679 Жыл бұрын

thank you for sharing Joseph, great video. I do have a comment on Meta and it is It is intriguing how Meta, a company known for its limited transparency on social media, aims to enter the competitive landscape of True social network.

@ChrisSmith-xd1mz Жыл бұрын

The first half of ure vid was very informative/eye opening for me, thanks!

@Dhaz007 2 ай бұрын

I am going to share this video to my friends. Lot of tips just in 45 mins. One of the Great video I came across.

@nicolasadrien5100 10 ай бұрын

If you wanna be successful, you most take responsibility for your emotions, not place the blame on others. In addition to make you feel more guilty about your faults, pointing the finger at others will only serve to increase your sense of personal accountability. There's always a risk in every investment, yet people still invest and succeed. You must look outward if you wanna be successful in life.

@davidphilomena3093 10 ай бұрын

The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

@Welch-miranda 10 ай бұрын

The stock market rally run is gone, but I'm not sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.

@nighthawk82 11 ай бұрын

one critique: those div growth companies only could increase their payouts in the way they did cus those companies were that successful during that period. the div growth % wouldn't be that impressive if the stock prize did not increase along with it. in retrospect a decade ago verizon and at&t surely were considered a safer option. That's why I like to diversify more in adding some "safer" higher yielding stocks. overall, your personal age is also always an important factor to consider in your portfolio strategy.

@Royals_Mindset 8 ай бұрын

Solid strategy of long-term dividend growth companies. 🤑 I'm still learning as I grow my dividend payments as well...

@DevilFrog61 10 ай бұрын

I feel like this is one of the best videos on the subject. Very simple and organized explanation

@user-jamesK Жыл бұрын

SCHD has large positions in VZ and MMM, and a lot of industrials and companies with high starting yield and low dividend growth. Can you explain why you think SCHD is a good investment while suggesting we should avoid some of its largest individual holdings?

@adrianplayer-propertyinvest Жыл бұрын

Because schd will eventually bump them off the 100 stocks they pick when those 2 stocks eventually get to the bottom and off the list after they restructure the etf.

@elssz1904 Жыл бұрын

They will remove it. Just like nasdaq did to a ravian. Also they added Ford which imo will be a huge player in the future

@Czarjonz Жыл бұрын

Great advice. I’ve been stuck with the trash AT&T investment for years. Now I’m using it to tax manage against some gains in my portfolio.

@user-yf3ye2ze8o 9 ай бұрын

Great idea about the kidney. Just one question: should I use the left one or the right one?

@user-fv6ke8vv2z 5 ай бұрын

Canadian banks have been a great tool - as they have been paying dividends collectively for about 200 years - with no dividend cuts - I also like Canadian insurance companies…. - CIBC has increased their dividend by 5% per year, over the last 5yrs Joseph - I find your advice - priceless $$ - thank you 😊

@dahubbzgaming Жыл бұрын

This video felt like new school and old school Joseph Carlson content. I liked it.

@Areweonfiya Жыл бұрын

Would like to hear your thoughts on owning foreign stocks as well as treasuries and bonds. Short term treasuries are yielding 5% right now and markets in other countries (namely India) are expected to have huge growth in the coming years.

@user-ep4fu7xc6b 5 ай бұрын

This video gave me a great insight. Thank you! I hope I can get off this treadmill someday.

@dogbackwards.1 10 ай бұрын

wow, thank you for this video! so informative and helpful for a beginner like myself so thank you!

@jimmydan12 7 ай бұрын

I embarked on my dividend journey upon recognizing that two specific budgetary expenses, taxes, and insurance, were consistently on the rise and unlikely to decrease. Acknowledging the need for additional income to counteract the significant increases in both, I began acquiring shares that pay dividends. I now envision this as the path to ensure that these two expenses do not surpass my future income.

@RayaMarcus 7 ай бұрын

Receiving insights from a seasoned investor who has overcome challenges and emerged successful is consistently inspiring. While it can be daunting to witness your portfolio shift from positive to negative, persisting with investments in robust companies allows for continued growth and staying true to your goals.

@nuttawut76 7 ай бұрын

I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years

@DaveMccarthy896 7 ай бұрын

We are just a step away from accumulating wealth through information. I am aware of many individuals who built fortunes during the Dotcom crash and the 2008 recession. I am currently exploring similar opportunities in the current market. Can the consultant who guides you assist with this?

@nuttawut76 7 ай бұрын

My Financial Consultant is Stacie Lynn Winson. I found her on a Kiyosaki interview where she was featured and reached out to her afterwards. She has since provided entry and exit points on the securities I focus on. You can run a quick online search with her name if you care for supervision. I basically follow her market moves and haven’t regretted doing so

@Ditronus. Жыл бұрын

I grew up on military bases all my life, so I was accustomed to what's usually offered on base as far as restaurants and shops. Yet I was actually surprised when my parents told me there's a Texas Roadhouse up in JBLM in WA. But then I thought of how perfect of a fit that was. Usually there's only fast food places, but the value TRH offers even at a sit down restaurant is tremendous, and is sure to appeal to value-seeking military families that live on base (and this is a big one). Needless to say, I'm told the place gets lots of business.

@nikkol-as 3 ай бұрын

Agree with everything except 38:56 and your defense of Vision Pro. Great job thanks

@johnmcquaid7524 3 ай бұрын

Watching a 2nd time .. amazing Snowball thesis. Your journey is similar to my own as well as many others. Excellent summary & impactful message; thank-you!

@joeguay542 Жыл бұрын

You mentioned you take your income and re-invest specifically in the positions that aren't doing as well (like VICI). So does that mean you don't have your investments set to re-invest dividend income and you do it yourself manually, thus choosing WHERE to focus your dividend income? Or are you not using dividend profits to make additional purchases and instead add more money to your portfolio in order to invest specifically in those not doing as well? Thanks.

@ReBirthbeatz Жыл бұрын

What are your thoughts on Altria?

@Fr1tz3 11 ай бұрын

Just AWESOME!!! Love your vids man ❤

@CaptainBenjamins 3 ай бұрын

I know Amazon doesn’t pay a dividend, but that is a diversified company I would add to this portfolio. It’s like a value company that performs like a growth company

@fredm1 7 ай бұрын

Have you guys seen the market lately? My stock portfolio has taken quite a hit, My tech stocks have been plummeting. I have lost almost $120K in my stock portfolio. it's been a rough ride.

@debwes1 7 ай бұрын

I think there are a few factors at play. Recession is looming, and the Fed is talking about interest rate hikes. That's spooking investors. Geopolitical tensions are playing a role too. The ongoing trade disputes and conflicts are making everyone nervous.

@georgeh.5126 7 ай бұрын

I have been speaking with a coach for a long time now mostly because I lack the background knowledge and mental toughness to handle these reoccurring market conditions. I made over $520K since Q2 from an initial $180K. There is just more to the market than the average person is aware of.

@fredm1 7 ай бұрын

@georgeh That's quite incredible! My p0rtfolio has been performing poorly and i've lost a significant amount of money, I could really use their advice too. Who is the coach?

@georgeh.5126 7 ай бұрын

@fredm 'Heather Lee Larioni' 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.

@fredm1 7 ай бұрын

@georgeh I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.

@contextual_investor6139 Жыл бұрын

Lol I remember years ago how everyone would always say “you might as well throw your entire retirement fund in $T, collect $70k a year in dividends and just retire early.” They would’ve all been wiped out

@thegreat9481 Жыл бұрын

You don’t just throw money at a company because of the dividend. If you were a smart “investor” you would’ve notice that they stopped paying a dividend during the pandemic and were unprofitable at some point. Red flag

@TheMystcast Жыл бұрын

I have been away from investing for a little over a year and just DCA into m1 but I was curious if there is any other sites like m1 that I can also use. Cheers Joseph!

@mphathisisibanda5408 11 ай бұрын

Hi , this was a great video. I’m new to investing and I was wondering if you share the dividend companies on the dip?

@contextual_investor6139 Жыл бұрын

Just cracked $100k in my dividend portfolio this last week. Almost two years on the dot (started end of June 2021). Time to keep compounding

@DustinBentley Жыл бұрын

You hit Charlie’s magic number congrats and goodluck brother!

@dogelife7901 Жыл бұрын

Super hard to get there but now it's easy street. Even easier if you chuck in a few grand here and there

@Michael-ke8on Жыл бұрын

@@DustinBentley what is Charlie's magic number, what does that mean

@moldymoss3991 Жыл бұрын

@@Michael-ke8on there referring to the idea that Charlie munger (a popular investor like buffet) said “your first 100k is a bit**” It’s the idea that once you reach this number you can slow down and let compounding take over.

@Michael-ke8on Жыл бұрын

@@moldymoss3991 thanks, I was looking for a source, but couldn't find it

@hazeldavis3176 Жыл бұрын

This is so helpful for a new investor like me. Love the detail and depth. I'm going to change how i research companies for my drip portfolio.

@paranarocks 8 ай бұрын

I've learned a lot. Thanks for the great insight

@Paul0628able 11 ай бұрын

Wow! You're an opening. Subscribed! Keep it up and more power to you.

@vanhoang5760 Жыл бұрын

Joseph! I think your more of quality company investor at a reasonable price than a true dividend investor. The first thing I see you look at is the quality of the company first, dividend is nice to have but not necessary if I have to guess you would choose a high quality company that doesn't pays any dividend over a similar quality company that does pay a dividend, no? Without dividends, and if company has high ROIC it's more tax efficient for that company to retain the cash and invest internally. for example you own NFLX, AMAZON both that don't pay dividends.

@JosephCarlsonShow Жыл бұрын

The story fund was set up specifically to be a portfolio not to be centered around dividend income. I made it to show a different style of analysis and content. You are right. Far more of my time is spent assessing the quality and fundamentals of a company than the dividend. But keep in mind the dividend is mostly an output metric. Companies pay dividends after earning the cash for pay it. In order for a company to pay a dividend, or do buybacks, they need to earn money, earning money on a consistent and growing basis is what I’m looking for, which leads to paying a growing dividend. So I would argue that they go hand in hand. You can’t confidently build a dividend growth portfolio without first trying to determine which companies will keep growing the dividend, and to make that determination you need to study the qualities of the company.

@mattnelson8740 Жыл бұрын

Joseph, I’ve been a fan for a long time and really think you’re message of looking for quality dividend growth stocks is a great one. However I disagree that many high yielders are value traps. I’ve been watching your videos long enough to remember when you sold out of Exxon Mobil at near lows because you believed it was a value trap. I believe that some of the best investments are buying when there is “blood in the streets” and the stock is throughly depressed and almost every investor is out on it as that’s where real value exists. I wouldn’t be so quick to write off T and VZ as the next 10 years could be much more lucrative than the last 10 years.