How To Invest In This Bull Market
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Күн бұрын🎉 6,000 Member Patreon: / josephcarlson
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00:00 Intro
02:25 How To Invest In This Bull Market
17:38 Surgeons General Warning For Social Media Companies
21:23 Adobe Is Deceiving Customers
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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.
@JosephCarlsonShow 10 күн бұрын
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@charlesmcdougald5181 9 күн бұрын
I gotta admit Joseph, I like your channel and your content but I think this video has some pretty bad advice. If you bought the SPY in 2000 around its ATH at $145, you would've had to wait about 7 years for it to breakeven in 2007 only for it start falling in price again and crater back down to $90 in Dec 2009, and then even IF you held the SPY through that, which most investors dont do because they buy high and sell low, you would've had to wait until January 2013 for your investment to finally breakeven. That's 13 years holding for a 0% return. And okay fine, let's stay someone who bought the SPY in 2000 for $145 held their investment this entire time (highly unlikely), they'd be sitting on a 260% return over 24 years. Most investors are not holding stocks for that long and most investors would've sold near the bottom for a loss. Thank you for listening.
@donjohnson4368 8 күн бұрын
Good analysis
@atmoz_ 4 күн бұрын
People are in general fearing loosing money. People to scared to invest have all excuses, if it's low they are scared it will even going down more. If it's going a bit up they will wait for when it was lower. You already mentioned of all time highs. They have an excuse for everything
@Zizook 3 күн бұрын
This is exactly how I invested in 2024. Saw Huge software dip and just started building a position in the sector. If I lived in the US, I would have bought CRM as well. Instead, I bought Shopify and Opentext in there dips.
@EmilyMoore-n7n 2 күн бұрын
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn't good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
@Aaronduckstein49 2 күн бұрын
Since the crash, I've been in the red. I'm playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, although stocks have been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.
@richardhudson1243 2 күн бұрын
There are actually a lot of ways to make high yields in a crisis, but such trades are best done under the supervision of Financial advisor.
@tatianastarcic 2 күн бұрын
That's true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
@maiadazz 2 күн бұрын
Impressive can you share more info?
@tatianastarcic 2 күн бұрын
Credits to 'Annette Marie Holt' she has a web presence, so you can simply
@hushbash2989 42 минут бұрын
I know at some point a bull market ends and a bear begins, it goes on and on... I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
@selenajack2036 41 минут бұрын
We share common goal, making sure you are ready for your later years is very important. I'd suggest you consider financial advisory
@roddywoods8130 37 минут бұрын
Agreed, partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my CFP are working on a 7-figure ballpark goal, tho this could take another year.
@kaylawood9053 36 минут бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@roddywoods8130 35 минут бұрын
Lauren Marie Ehlers’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@bsetdays6784 33 минут 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.
@NatalieFormor 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...
@angeladeem2988 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.
@IsabelleMarie-m1g 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
@SloanJane-xp4kr 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
@IsabelleMarie-m1g 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.
@ThomasBrackett-tp2xe 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.
@Patriciabanks5 8 күн бұрын
crash and bullish market provides equal high-yield potential, it's all about information and strategy application, I've seen folks make huge 7figure profit in a crashing market and pull it off as easily in a bull market , Unequivocally the crash/recession is getting somebody somewhere rich
@ritalorrigan 8 күн бұрын
Having the requisite strategy to pull off profit in this market is one thing and having access to the exclusive market information that isn't disclosed to the public is another, that's why the pros are killing it this period.
@LukeMcfarlane5 8 күн бұрын
Yes, that's why I try to run all of my investiing decisions by a Fin-coach. I've been using one since the pandemic outbreak because their entire model is based on trading long and short at the same time, using profit-oriented blueprints and reducing risk as a hedge against the unavoidable downtrends. In addition, because they have access to exclusive info and analysis, it's virtually impossible for them to underperform. I gained over $1.5 million after working with a coach for nearly three years.
@KevinClarke9 8 күн бұрын
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@ScottArmstrong12 8 күн бұрын
Intresting! Please can you leave the info of your investment advisor here? I’m in dire need for one.
@KevinClarke9 8 күн бұрын
Carol Vivian Constable 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..
@GaryNicka 8 күн бұрын
Great video. I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
@Jamesjerome0 8 күн бұрын
There are many other 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 the shares or ETFs you want to acquire.
@kurtKking 8 күн бұрын
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@MickyGlover 2 күн бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@kurtKking 2 күн бұрын
MICHELE KATHERINE SINGH is who i work with and she is a hot topic even among financial elitist . Just browse, you’d find her, thank me later.
@MickyGlover 2 күн бұрын
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.
@checkforme234 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...
@johnlennon232 3 күн бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@chris-pj7rk 3 күн бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@jameswood9772 3 күн бұрын
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
@chris-pj7rk 3 күн бұрын
Rachel Sarah Parrish is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@jameswood9772 3 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.
@priyankamahatma6672 4 күн бұрын
AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
@Lettyogle 4 күн бұрын
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.
@Kimdavid109 4 күн бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
@Joe.457 4 күн бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@Kimdavid109 4 күн бұрын
Her name is 'BONITA JEANETTE RODRIGUEZ’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@Joe.457 4 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
@pacey-sd4il 8 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 8 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.
@trosien-nz3je 8 күн бұрын
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
@ngocdausch 8 күн бұрын
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
@trosien-nz3je 8 күн бұрын
Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@ngocdausch 8 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.
@JacquelinePeters03 4 күн бұрын
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@lennoxmutterick6434 4 күн бұрын
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@JacquelinePeters03 4 күн бұрын
@@lennoxmutterick6434 However, if you do not have access to a professional like JUDITH ANN PEACE, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments
@lennoxmutterick6434 4 күн бұрын
@@JacquelinePeters03 Oh please I’d love that. Thanks!
@JacquelinePeters03 4 күн бұрын
@@lennoxmutterick6434 Judith Ann peace is her name
@JacquelinePeters03 4 күн бұрын
Lookup with her name on the webpage.
@RodneyTyler-xs9fl 5 күн бұрын
Are you still just holding coins? Guys, what are you doing? Unimantic has been around for over a year!
@ccmcdoug 10 күн бұрын
Everyone’s a genius in a bull market
@jry0511 9 күн бұрын
Unless they've been all in Tesla since 2021/22.
@Nayr747 Күн бұрын
Yeah this guy is going to get crushed in the coming recession.
@npkr92 10 күн бұрын
Another banger from Sir Carlson
@RickWatson-xu6gw 7 күн бұрын
My $800k portfolio has to be diversified and invested in carefully so that it may grow significantly along side the bull market. Which sectors might lead the uptrend?
@benitabussell5053 7 күн бұрын
many investors make common mistakes like not researching enough, and not having a clear plan. in my opinion, some financial situations can be handled on your own, while others are best navigated in consultation with an advisor.
@A_francis 7 күн бұрын
Agreed, partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my CFP are working on a 7-figure ballpark goal, tho this could take another year.
@RickWatson-xu6gw 7 күн бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@A_francis 7 күн бұрын
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@Mr_NB628 10 күн бұрын
6:53 lol I’m literally about to buy SPHD and SCHD tomorrow. 😂 Edit: this is in a Roth IRA, in which tax implications do not apply
@AJohnson0325 9 күн бұрын
If you want a dividend fund, I’d look into VIG. Although I would prioritize total return over dividend yield. Many of the core holdings in VIG are better companies than schd.
@Mr_NB628 9 күн бұрын
@@AJohnson0325 my dividend holdings are in a Roth IRA so I don’t have to deal with taxes on the dividends. It does skew the strategy a little bit, but I will look into VIG tonight before my order executes Thursday morning
@crane71 9 күн бұрын
Tomorrow US Markets are closed on account of Juneteenth.
@certifiedfinest5065 9 күн бұрын
@@crane71insert [Pablo Escobar meme]
@Jacovo 9 күн бұрын
Bad move. SCHD typically underperforms
@vancouversworstdrivers 10 күн бұрын
Dollar cost averaging. The end.
@Dennis_01-cb5iz 10 күн бұрын
This effect doesnt exist. There are countless studies
@vancouversworstdrivers 10 күн бұрын
@Dennis_01-cb5iz ? I'm saying just buy at the same time through the year
@bdubs5619 9 күн бұрын
@@Dennis_01-cb5izcan you provide a source? I’m new to investing and I thought DCA was the end all be all so I’m curious to hear as to why its not
@Ilcivo 8 күн бұрын
Agree.
@atetraxx 7 күн бұрын
Countless studies? Lmao @@Dennis_01-cb5iz
@CamillaStenmark3 Күн бұрын
I am so happy that I made productive decisions about my finances that changed my life forever. I am a single mother and I live in London, I bought my second house in September and I hope to retire next year at 40 if all goes well. thanks to Louise O'Brien for helping me achieve this.
@DanetteAguilar01 Күн бұрын
I've heard a lot about her. Please how do I contact Louise O'Brien?
@CamillaStenmark3 Күн бұрын
SHE IS ON TELE GRAM.
@CamillaStenmark3 Күн бұрын
She communicates on telegram..
@CamillaStenmark3 Күн бұрын
@ATLouise55 ..that's it .
@CamillaStenmark3 Күн бұрын
That’s her user-name
@RoyceVera 10 күн бұрын
The thought of its already so high how much higher can it go has fucked me over many times. Its a tough lesson to learn. Buy and hold good companies is the way to go.
@AJohnson0325 10 күн бұрын
Yeah I don’t try to time the market. I just keep trying to learn more and buy better companies and ETFs. That’s about the only thing you really have control over. If I never bought when the market was at all time highs I would hardly ever have made any money. I’m going to keep compounding over the long term.
@gliver2549 9 күн бұрын
time in the market beats timing market, thats why warren buffet is not a trader
@Dmidnightmachine 10 күн бұрын
REITs have a ton of upside now.
@AhlfieldMontalto 9 күн бұрын
Thx so much Joseph for your work and info. Eversince you introduced us to Abby Joseph Cohen Services, I now watch all of your content cus I believe I can succeed following your advice and wisdom. My main Affirmation and major plan for walking away from my 9 to 5 job is my 30000 USD weekly returns from my investment with Abby. Forever grateful to you
@aydin6219 9 күн бұрын
I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Abby Joseph Cohen. I am at $128k right now and LOVING that you have to bring this up here
@dilara4130 9 күн бұрын
@aydin6219 How do i reach her, if you don't mind me asking?
@aydin6219 9 күн бұрын
@dilara4716 Her name is 'ABBY JOSEPH COHEN SERVICES'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
@ohmakure4716 9 күн бұрын
Been free from debts for two years thanks to Abby Joseph Cohen Services. So sad to see my friends in their 40s with car loans, mortgages and credit card debt.
@annemoore4461 9 күн бұрын
I had the opportunity to attend one of Abby Joseph Cohen Services webinars, and her insights into macroeconomic trends were fascinating. She has a deep understanding of global markets and how technological factors impact investment opportunities
@chefsaliva5317 10 күн бұрын
Perfect timing on this one Joseph thank you. Already regretting selling tech portfolio due to your previous videos last month about the sell offs that were happening.
@higorcarvalho920 10 күн бұрын
You should.
@MrSoloDev 10 күн бұрын
And to say people called me crazy when I bought Costco at 600$
@AJohnson0325 9 күн бұрын
My COST is up almost 50% so I probably got in around the same time as you. I don’t try to time the market. I just keep trying to learn more and buy better companies and ETFs. COST was one of charlie munger’s favorites. That’s how I got the idea but I really liked the financials so I bought some. I wish I got a lot more.
@weho_brian 9 күн бұрын
yup, buy growth stocks that keep on growing!
@thederpyrock5247 10 күн бұрын
Time in the market is better than time out😼
@BCFC954 10 күн бұрын
Another one. "You can't time the market, it's about time in the market"
@stevenashfan 9 күн бұрын
Unless it drops
@elronpfandbon3752 10 күн бұрын
Thank you, just added a couple of shares to my S&P 500 position.
@stevecarter7653 10 күн бұрын
Think adobe is bad. Try cancelling Sirius radio.
@JosephCarlsonShow 10 күн бұрын
I’ve never had an account. But I’ve heard the New York Times made you call in to cancel.
@JoCzoh 10 күн бұрын
Not only that, but you saddled with correspondence, emails, phone calls for YEAR's after the nightmare cancellation. I mean, what are they thinking? Get a clue.
@AngelDucattiforever 10 күн бұрын
@@JosephCarlsonShow Nope., It's the Wall Street Journal,. NYT can cancel with a couple of clicks
@jacksonmcgrady9073 10 күн бұрын
You can only cancel Sirius XM via phone call during business days 9-5. I locked my subscription-only credit card and watched them try to charge it for a month. They still call and email me 6 months later.
@1lllllllll1 10 күн бұрын
More reason to buy AAPL, the more egregious the business practice, the higher the dividend, lol
@drumhead98 10 күн бұрын
Lets retire fellas🎉
@JamesBit-pq9nm 10 күн бұрын
🎉
@DanielPerez-el5oj 10 күн бұрын
😂😂😂
@honcho4329 9 күн бұрын
Tf u talking about
@achaosg 9 күн бұрын
Fr.
@Chris-is-awesome 9 күн бұрын
Lol I wish I can invest more 😂
@michaelswami 10 күн бұрын
Excellent message regarding market timing. Thank you.
@jeremiahm1413 8 күн бұрын
Subscription earned on this one and only video I've watched (so far). Well done!
@alyssaboertman3609 10 күн бұрын
This is a fantastic video thank you
@ftakenouchi1464 9 күн бұрын
Joseph you are amazing. This was JUST what I needed, thank you for the no frills, simple, straightforward forward and honest education. ❤❤
@rjo8500 9 күн бұрын
Thank you. This video was perfect timing and very helpful for me.
@Millennial-Investor1914 10 күн бұрын
You definitely be putting Quality Content full of Data. I love it
@CroncAstronaut 10 күн бұрын
Interesting!
@paulevans2246 9 күн бұрын
Another great vid. Love your mindset Joseph 👍
@thomasaleva 10 күн бұрын
I needed this data!
@far1762 10 күн бұрын
Da
@Jacovo 9 күн бұрын
That research applies to the S&P, not individual stocks.
@The757bowler 9 күн бұрын
Thanks! He should’ve emphasized this way more.
@johnristheanswer 9 күн бұрын
At 7.20 he does say it.
@nandyarod 10 күн бұрын
Hey Joseph would you ever consider to cover sofi in one of your videos?
@Coda1850 9 күн бұрын
I buy for dividends. I created a passive income portfolio.
@Coda1850 9 күн бұрын
Thanks for the 👍
@Jonnesoh 10 күн бұрын
Thank you so much!
@alzhang74 10 күн бұрын
Can you please make an analysis of Snow? It has dropped a lot this year. Thanks
@ryanschauer2888 10 күн бұрын
I mean, social media is dangerous, but the price of rent and the ability to find quality entry-level work is taking a toll on young people.
@MikeJohnCore 10 күн бұрын
yah this was fire
@MelissaHobbs-qm8wi 10 күн 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.
@aaronthomas8662 8 күн бұрын
Next level segue to selling the Qualtrim site at the end there 👌🏽. JC knows what he’s doing with this channel!
@blokheadburley8363 9 күн бұрын
Great video! This will help me invest more going forward
@aerobibs 10 күн бұрын
As much as I disgaree with some of your stocks, I have to admit your portfolio is doing great! Congrats!! $COST now over 54x Earnings.... insanity
@max.8063 8 күн бұрын
This is a mind blowing video. Fills me with confidence to keep depositing into my investing account. Thank you very much Joseph.
@MexicanEagl80 10 күн бұрын
Make a video on the possibility of interest rates remaining high or getting higher and how to invest in VICI if this happens.
@mikell.6064 9 күн бұрын
My strategy is to buy ETFs when the market is in a bear and buy individual stocks when in a bull. At the moment I have 50% in ETFs (VTI, SCHD, VGT) and 50% in individual stocks, top 10 is COST, AAPL, MA, MSFT, GOOGL, V, AXP, AMZN, MCD, and O (20 in total, no Nvidia). 50% in tax advantaged accounts and half in individual account. 1 yr total return of 22% (still underperforming market by 4% though). Am looking at downsizing the individual stocks to only the top 12 positions and having a bigger cash position for the portfolio. What do you think about this strategy? How could I improve it for max growth and stability in the long term? Looking to retire in 20 -25 years. Am in my early 30s and portfolio size is 67k. I also have around 15k in cash (emergency fund) but and looking to buy a property for my mom because she’s disabled and I help with her rent and rent prices are insane right now . Looking forward to your feedback.
@mothjoke 9 күн бұрын
Love your content man, you’ve taught me so much in just a few videos. Thank you for your Work
@Mr_NB628 10 күн бұрын
ABB - Always Be Buying
@BenBring1 10 күн бұрын
Man these last few years are great for new investors. A lot of learning opportunities here.
@vert8739 10 күн бұрын
I love this guy he gives me hope on my passive income future
@josiahgithinji9843 9 күн бұрын
Please check SuperAI How is it likely to Perform in the Market?
@rossmiller9740 9 күн бұрын
Hey Joseph. I know there are a lot of scam comments so this might get buried - but i just wanted to say thank you for your videos. Huge fan and I follow your guidance.
@SantaBarbaraAlberto 9 күн бұрын
Great educational video about cost averaging and long-term investing. Similarly, we look for value before buying and, like it or not, it is a form of timing the market, IMO. Everyone has to decide their margin of safety and price when either starting or adding to a position. First, I hear about Adobe. We like their products and started a position before earnings. It looked like a good entry value. We are not sure how the lawsuit will affect the stock price. It seems to be just fine, but I will keep an eye on it. If true, don't like their practice, as you pointed out. We have the same issue with the power company. We are also long on CRM as it seems like a value buy, so we started a position below 220. The law of averages works in the long term anyway except in divorce or death. LOL!
@cchan353 9 күн бұрын
I need to listen to this on a regular basis, I have a definite psychological barrier to entry right now
@kevinmaxwell7761 10 күн бұрын
Hey Joseph - I'm a long-time follower of your content. Could you delve into how you manage your asset allocation? Specifically, I'm interested in knowing how much cash you keep in savings, brokerage accounts, retirement accounts, etc.
@timemanagementisinvesting 8 күн бұрын
Always enjoy your grounded logic. None-the-less, all you really indirectly confirmed is that “the market” being at “all time highs” is a very BROAD, generic statement. Your personal behavior supports it being wise to treat investments on a specific case by case basis, with your “purchases” and “holds” reflecting your “intuition” on whether or not to add to specific positions. I’m not sure whether “intuition” is the best term to use, but since I’ve never heard you mention a view on a specific “valuation” it seems like you synthesize “factors” based off your hunch … which typically has reasonably grounded logic to support it. I suspect your channel is outperforming your equity portfolios and “the market”. Keep entertaining us! - Cheers
@joegeezly9613 10 күн бұрын
Nice 👍
@cuteidd 9 күн бұрын
H about ARM, PLTR, AVGO, SMCI ?
@cddrive_3449 10 күн бұрын
How to retire in this market: NVDA
@dogelife7901 10 күн бұрын
should have went all in lol
@Dmidnightmachine 10 күн бұрын
this won't age well.... #AIbubble
@user-yq7rr9lh9c 9 күн бұрын
@@Dmidnightmachine You never been in a bubble otherwise you wouldn't say this is a bubble, also being in bubble is far different then being at peak of a bubble, which happens usually after 10 years of pure hype and most AI stocks 10x-20x in the meantime.
@darrellsellers 9 күн бұрын
Great topic I was just thinking about this situation
@MatthewMS. 9 күн бұрын
Wonderful video. ATHs occur because things are good. It’s very simple. 🇺🇸📈
@Antares_451 10 күн бұрын
MSFT one of my heaviest position with 75.293 shares @ 291.80. I loaded 70 shares back in February 2022 and only recently started buying fractional ($20) shares everyday.. I only have 50 shares of NVDIA after the split, wish I had gotten more but I buy every Wednesday if the market is up or down.
@Zagirus 9 күн бұрын
My MSFT ROI is 58.88%, what about yours?
@Antares_451 9 күн бұрын
@@Zagirus Nice, it's currently 53.63%.. Best part, I only just started investing November 2021 and have made a killing. Caterpillar, VTI, Amazon, AAPL and XOM are all over 50% with CAT @ 63.75% ROI..
@Zagirus 9 күн бұрын
@@Antares_451 I too just started investing recently, in May 2021 at $240. Keep up the good work. Btw, I recommend adding XLF (Financial Sector ETF) to your portfolio because, the moment the Fed starts cutting interest rates, it will skyrocket.
@Zagirus 9 күн бұрын
@@Antares_451 I too just started investing recently, in May 2021 @ $240. Keep up the good work. Btw, I recommend adding XLF (Financial Sector ETF) to your portfolio because, the moment the Fed starts cutting interest rates, it will skyrocket.
@NoSauceNoSauce 9 күн бұрын
what brokerage do you use to buy fractional shares?
@rahulrajesh9393 8 күн бұрын
Lol I'm going to buy NVIDIA today after watching this. Wish me luck!!
@The757bowler 9 күн бұрын
You say nothing is wrong with buying at all time highs but then you go on to say Chipotle and Texas roadhouse are too high of a price… I understand the premise of this video especially when it comes to the s&p 500, but seems like investing in single stocks at all time highs will not return the same performance… feel like this should of been emphasized more.
@mikey43221 8 күн бұрын
Rather of relying on penny stocks, I wish to diversify my assets by investing in ETFs/index funds/mutual funds and stocks of corporations with stable cash flows. I received 350k from the selling of my El-Paso property. What should I do?
@SeanTalkoff 8 күн бұрын
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
@DavidCovington-st2id 8 күн бұрын
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 portfolio has grown by 25% every quarter since Q3 2020.
@SteveDutton-v 8 күн бұрын
Mind if I ask you to recommend this particular advisor you using their service?
@DavidCovington-st2id 8 күн бұрын
My CFA ’’ Vivian Carol Gioia, 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..
@SteveDutton-v 8 күн 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.
@zero_kelvin_ 10 күн бұрын
man I love your analysis. just invested 2/3 off what my investable portfolio into the market at the start of the month.🤞🏻
@zero_kelvin_ 10 күн бұрын
thinking about buying amd.. what do you guys think?
@robertingram9404 10 күн бұрын
Agree with the general points but calling a 1-1.4% gain per annum marginal is ridiculous once you compound the money out and see how much impact that can have on
@stevelyons2631 10 күн бұрын
I think it can help thinking about the stock you are buying. I dont mind buying at all time highs or 52 week highs if i think in 5 years plus it will far exceed that. PLTR for example, its running up 15% or 20% last week, I'll still DCA as I think there is a good runway for it. Same for MSFT, NVDA, etc
@Tjuger 8 күн бұрын
Good Video. Thanks.
@Diablobuster 9 күн бұрын
Joseph, what is your CAGR? I'd be interested to see what it's been since you started the fund.
@afroinvest3269 5 күн бұрын
Gotta hand it to you, you've been consistent with your convictions in the 4 years I've been watching you. Much respect
@etfacetimehome 10 күн бұрын
9:39 good thing to remember
@bene4136 10 күн бұрын
Hey Joseph, I'm little bit confused. A couple minutes ago I read an article on seeking that the most of the performance of the market are driven by Nvidia and since a couple of days by Apple. Without these two the S&P is more than flat. The author counted new Highs and new Lows since March and showed that more and more stock are making new lows than highs. Maybe you can explain this or give your thoughts to this. Thanks and best wishes from Germany ✌🏻
@JosephCarlsonShow 10 күн бұрын
Those articles are extremely misleading. Most of the S&P500's performance has been driven by a few stocks, because only a few stocks make up a huge portion of the weighting in the S&P500. There are currently 170 stocks in the S&P 500 that have had over +10% returns this year. There are 80 stocks in the S&P 500 that have had +20% returns this year. Don't believe the misleading headlines that there are only a few stocks that make gains. That's just not the case and never has been the case. But it will always be the case that in a market weighted ETF, with the largest companies taking up the biggest portion of the fund, they will of course have the most influence over that ETF's performance.
@mattgraham4340 10 күн бұрын
Well, most of the people buy the winners, either directly or via weighted index funds. That's why the returns on an equal weight funds are so unimpressive.
@user-nz8tz1vq2f 10 күн бұрын
@@JosephCarlsonShow market breadth is currently extremely low relative to other bull markets, isn't it? On the fear and greed index both stock price strength and breadth are in extreme fear territory
@ChrisCash720 10 күн бұрын
Started with dividends in 2020 switched to growth in 2023 already grew 6x what the dividend payments (estimates) would have been also more tax effective
@josephlim6854 9 күн бұрын
@9:10 thank you sharing. For peace of mind probably best not to time the market.
@tyjameson7404 9 күн бұрын
Why isn’t Joe doubling down on VICI during the discount ? Afuera!
@Coda1850 9 күн бұрын
🤡
@FundriseFanFam 10 күн бұрын
This type of video is my favorite type of JC Show video.
@Ambientlegobuilding 10 күн бұрын
Let’s take some profits
@epbrown01 10 күн бұрын
Please do! We need the tax revenue. ;-)
@roybello8944 9 күн бұрын
Agreed
@bigwaidave4865 9 күн бұрын
Outstanding video👍 it has not been easy to buy for the past year, but thank God I did. 🙏🙏
@hw4518 10 күн бұрын
The fidelity research doesn't take into consideration that cash earns interest.... which in 1980 would have been around 20%
@baneinvestment917 9 күн бұрын
3 month period is a good strategy, let your dividends come in and read the company’s earnings report to see if the fundamentals of the company are still where u like them.
@telwingeorge 10 күн бұрын
Thanks for the video.. that's stats really help. Just a question though, isn't buying under valued stocks counter intuitive to how etfs like spy work which reward momentum. If spy is hard to beat isn't it safer to use the momentum principle in personal investing as wel
@xaviertazanu 9 күн бұрын
I love your videos but can’t agree with your take on the surgeon general’s idea of putting the label on them. I think while we can all agree that prolonged social media exposure is not good for mental health, I think adding this warning label will give a lot of people pause and may help vulnerable people to avoid using platforms. But that’s just my take. Great video very informative as always!
@theegress3131 10 күн бұрын
Joseph I love your content. I am very curious what your background is. You are like a modern day Warren Buffett at this point.
@photodb 5 күн бұрын
Would have been interested in your take on if social media stocks or ADBE will be effected by the news you covered.
@cliffcastle9808 9 күн бұрын
one of your best videos
@DixieTrixx. 10 күн бұрын
Yes but what about value? Overpaying for something like intel in 2000 was proven to be a bad idea
@davidmay2294 10 күн бұрын
Very interesting research on only buying at ATH. I also can't help but think once trump gets back in Market will jump. Even tho past research shows that presidential elections play little into markets
@dogelife7901 10 күн бұрын
Trump getting out of wars ahould help. Inflation is here to stay, best to hope for a maintaining of it while people pick up 3rd or 4th jobs.
@Nicebitoftucka 10 күн бұрын
Donny T 2024
@willthekiller1 8 күн бұрын
Joseph! what about PANW, is that stock in your radar?
@bartz4439 9 күн бұрын
only pro like JC can claim that % difference between 11 and 10 is 1. well done mate
@stephenwrightmusic 10 күн бұрын
Regarding timing the market, trend trading futures over weeks/months is actually fairly easy. I dump the gains from those into my longterm holdings at regular intervals regardless of price though. The Russell can eat a dick though, I can't trade that worth a damn. S&P and Dow are pretty simple though.
@vdokurt 9 күн бұрын
Time in market > Timing the market
@SteakFromJakeFarm777 10 күн бұрын
your explanation about buying at all time highs makes sense but for index funds. it falls apart when you throw in individual stocks like MSFT etc. of course investing in the S&P works. they weed out the losers and ride the winners. but much of your portfolio is in individual stocks, and then those studies you showed go out the window.
@emrickfilteau6288 10 күн бұрын
What? Spéculator trade stock at all time high they buy breakout and have been doing so for a century
@SteakFromJakeFarm777 9 күн бұрын
@@emrickfilteau6288 what does that have to do with the studies cited in this video? are you just stating random things?
@Restdayrefresh 10 күн бұрын
CRM 5
@Chris-ew9mh 10 күн бұрын
Good info, while I think the all cash scenario is obviously a bad idea, building 5% or 10% cash pile by diverting dividends and some profits from the high flyers that you are overextended in the short term can be beneficial if it allows you to buy similar quality stocks that are in a selloff that might have a better upside left in them. I still would avoid selling winners only to buy lower quality stocks but that's what I'm doing. There are also tax advantaged accounts like IRA, Roth IRA, or HSA that limit how much money you can deposit so selling some stocks or using dividends might be your only option to buy dips on other stocks until the next tax year. 😉
@shay-shayhandlestolenbyyt 10 күн бұрын
What about Warren Buffet??
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