I Review The Best Stocks In The Market

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I Review The Best Stocks In The Market

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Күн бұрын

🎉 4,000 Member Patreon: / josephcarlson
💵 Dividend Portfolio: click.linksyne...
🚀 Growth Portfolio: click.linksyne...
📈 Qualtrim Website: qualtrim.com/
Join the Patreon and get access to a Qualtrim, the stock analysis tool I use, a Discord community with over 4,000 members, and exclusive content: / josephcarlson
00:00 Introduction
04:00 S&P Global
09:40 Mastercard
11:33 VICI
14:50 Apple & Microsoft
17:32 Costco
22:18 Texas Roadhouse
25:09 Intuit
26:07 CPKC & Union Pacific
27:00 Chipotle
Joseph Carlson After Hours: / @josephcarlsonafterhours
Instagram: / joecarlsonshow
Twitter: / joecarlsonshow
My Favorite Investing Books: amzn.to/3KwyIhG
All the tech I used to make this video: amzn.to/4547DLk
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: 208

@JosephCarlsonShow Жыл бұрын

The Patreon just recently surpassed 4,500 members: www.patreon.com/josephcarlson Thanks to everyone that supports. We're building some really cool things into Qualtrim and have more exclusive content coming out. If you haven't tried it out yet, you an do so with a free trial.

@DividendDude Жыл бұрын

Qualtrim>

@yanneckpack7400 Жыл бұрын

Hey Joseph, love your content, thank you very much! One question - how precise and good is Qualtrim for non-US businesses? Due to taxes, I'm looking to invest in German stocks, but most pages like GoogleFinance or YahooFinance do not provide that much detail, in general. Would love to use Qualtrim, but does it work for that? Thank you very much!

@ranbirm488 Жыл бұрын

Hey bro, I been trying to sign up for Qualtrim, but nothing loads... and I cant search for any stock either.

@JosephCarlsonShow Жыл бұрын

Hit subscribe on the menu and make sure it’s connected to the patreon account.

@GillerHeston 7 ай бұрын

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.

@rogerwheelers4322 7 ай 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.

@joshbarney114 7 ай бұрын

I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

@FabioOdelega876 7 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?

@joshbarney114 7 ай бұрын

Colleen Janie Towe covers things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk. many things like that. Just take a look at her full name on the internet. She is well known so it shouldn't be hard to find her.

@FabioOdelega876 7 ай бұрын

Thank you for this tip , I must say Colleen, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.

@tigerrx7 Жыл бұрын

Over 100,000 didn’t watch your super investors videos because of the super investors, but because of YOUR detailed analysis and narrative around the activities. Just like what you did here. Very well done!

@falsificationism Жыл бұрын

EXACTLY. I hate the idea of "superinvestors" and deliberately avoided that video, despite KZfaq's insistence that I watch. Joseph is good enough on his own.

@blessingpaul5484 11 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 11 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 11 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 11 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 11 ай бұрын

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

@blessingpaul5484 11 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.

@Dividendology Жыл бұрын

Great idea for a video. Good stuff Joseph!

@fred5528 Жыл бұрын

Not making upto a million before retirement is an unfulfilled retirement. I’m 54 and my wife is 50 . We are both retired with over $3million in net worth and no debts. Currently living smart and frugal with our money. No longer putting blames on the FED for our misfortunes. Saving and investing lifestyle in the stock market made it possible for us this early. Even till now, we earn weekly.

@fred5528 Жыл бұрын

I must also give credit to Larysa Caba. She made all this possible through the great decisions she made with my portfolio.

@jasperflontes4289 Жыл бұрын

I feel one Of the greatest challenges that we first timers face in the ma rket is that we end up losing all we have,making it difficult to find ourselves back to our feet. My biggest advice is to always seek the services of a professional just like I did when I ventured into it for the first time. Big thanks to Larysa Caba. I now make huge profits by weekly through her services while still learning to stand on my own.

@leticiaenraz8514 Жыл бұрын

I think she trades for everyone I meet. I met her twice at a meeting in Germany and after her lectures from Ella I had to personally ask her to be my financial advisor. she is definitely good.

@bigelbow4854 Жыл бұрын

I have never seen a trader as open and transparent as Larysa Caba with her clients. The way she decides to make a profit for her clients. she allows you to express your fears and she still rests your fears and that is my respect. I don't normally comment on videos, but this word should be included. she is really cool.

@dominicleong4385 Жыл бұрын

It's amazing that you got to know her. she has been a blessing to me and my family.

@WealthGameNation Жыл бұрын

Hey Joseph. You inspired me to share my own portfolio on youtube. I agree that the finance youtubers should have something to show and backup their talk. Question: do sou script your videos fully and read it out? The flow of your speech is EXTREMELY impressive.

@BusinessMindInvesting Жыл бұрын

Hi Joseph, what happened to your Poolcorp position? You have sold out?

@o0usf0o Жыл бұрын

I really think this is the best finance channel on KZfaq! Joseph leads the league in reasonableness

@rgwernert 11 ай бұрын

Joseph, and Eric at Fired Up Wealth, the best.

@larsleo7059 Жыл бұрын

Great video again! Just one thought on not paying fees with individual holdings. Compared to actively managed funds i can see the point, however even selling a stock for another compelling one is a kind of fee, since you would need to realize gains and pay taxes on the upside, or occur losses on the downside. With an index fund that you just dca, that should not happen.

@chrishicks7759 Жыл бұрын

Love the info you continuously put out. I do have one question, do you still use M1finance and if so, why rather than other platforms?

@silentseekerYT Жыл бұрын

EL stock has seen a big slide. Terry Smith still seems to be holding. Would be great to hear your thoughts in an upcoming video. Not one i own but becoming more interested in it as the price heads lower.

@mircea_h Жыл бұрын

Still high pe, with discount included... Pe53, i ll take appl amzn google, even costco is pe40

@mariasimpson9628 Жыл бұрын

I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0

@christinajurado9180 Жыл бұрын

Honestly i strongly want to get one but i can't lie i don't how which to get do you maybe have a recommendation?

@filipxavier1041 Жыл бұрын

Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things

@mariasimpson9628 Жыл бұрын

I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.

@christinajurado9180 Жыл бұрын

That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders

@gilbertbrien2280 Жыл бұрын

I know Camille Anne Hector, Been trading with her since 2021, my first investment with her gave me profit of over $265,000 and ever since then she has never failed to deliver and I can even say she's the most sincere broker I have known

@DividendDude Жыл бұрын

Great new video JC thanks for the transparency!

@kevinj1464 11 ай бұрын

hey Joseph, great video! I was wondering how do you calculate the intrinsic value for a stock? Been looking at your previous videos but can't seem to find the formula anywhere

@RickWatson-xu6gw 10 ай бұрын

I am experiencing one of the most challenging phases of my life... Lost a fortune lnvesting in emerging companies. How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

@WanderlusttheWorld Жыл бұрын

I think you will do very well. My portfolio is very similar to yours. I didnt copy you, I already set up my portfolio before youtube recommends you

@GarciaCapital Жыл бұрын

Day 371 of asking Joseph to call his stocks Double Compounders with Cheese 🍔

@katielowen Жыл бұрын

Day 69 of asking Joseph to call himself 'The Pimp Daddy' and the stocks 'his Working Girls' 👯‍♀💵

@joaoalbertofn Жыл бұрын

Keep strong bro.

@kevlems Жыл бұрын

Your counter increases by 100+ each video 😂😂

@JosephCarlsonShow Жыл бұрын

you'll get it some day.

@Blinky888 Жыл бұрын

Try reverse psychology

@Nick-gj6je Жыл бұрын

I was curious because Wendy's doesn't report average revenue per company-owned restaurants as a line item in their financials, so I looked it up. They did $2.2 million/company-owned store for 2022, definitely on track to do more this year. I agree Cracker Barrel is one to avoid, but I can't get behind CMG's valuation when Wendy's is trading at trough valuations relative to its history while CMG, WING, CAVA, QSR all look way overpriced to me. I think TXRH and WEN are the two best stocks in QSR. I know you prefer TXRH because they have no debt, but I specifically prefer WEN because of their debt ladder. Their capital allocation strategy makes a lot of sense, and they throw off massive cash flow.

@SCShield Жыл бұрын

Just curious why you haven’t bought any Google stocks. Could you please comment on that?

@chimchu3232 Жыл бұрын

They don't pay a dividend. I think he only holds stocks if they have some form of dividend or distribution

@apc9714 Жыл бұрын

@@chimchu3232Neither does chipotle

@dwightschrute7342 Жыл бұрын

He holds google in his growth portfolio on other channel

@SCShield Жыл бұрын

@@dwightschrute7342 I didn't know. Thanks for information!

@wilhelmdekock2637 Жыл бұрын

Great to see the comparison to s&p. Finding a balance between historic performance and future expectations. Very well done on both the content created and the execution of chosen investment strategy.

@viv5214 Жыл бұрын

Keep up the great content, Joseph!

@Bobventk Жыл бұрын

Why not V it’s cheaper

@tykepope Жыл бұрын

REITs have bond like dividend distributions so they trade more in line with the 10 year which has been selling off and REITs are following suit.

@vrlsharma3 Жыл бұрын

I would have invested in Joseph's content if i could. I am sure you would do pretty well as you keep going. Great analysis !!

@arkadiuszkwiatkowski6074 7 ай бұрын

Hi joseph, what happen toyour dividend focus on stocks? Before you were focused on dividend and snowball effect while now having mostly really low or no dividend companies

@BrandenDanielNg Жыл бұрын

Super informative and encouraging video. Helps like minded investors stay motivated. Cheers again Joseph

@muhammadsamir132 11 ай бұрын

Thanks for sharing this insightful tips! i,ve gain so much knowledge about trading! I'm so excited I've been making $7,000 and above every 12days

@jeffsmith7993 11 ай бұрын

Buddy, how can I have a life like you, I'm totally new to trading! Any consistent strategies?

@muhammadsamir132 11 ай бұрын

@@jeffsmith7993My tutor is '"Scott Phillips, I watched a news interview on where he was featured during an IPO and spoke proficiently, caught only his name and did a search later online

@joshgray2399 11 ай бұрын

Investing with Scott Phillips daily signals has really changed my perspective about cryptos market. Hit $35k today.

@thelittleinvestor684 11 ай бұрын

May i ask why you do not take a look at CNI (canadian national railway company) instead of the other 2 railroads? the FCFy of the company is around 5%

@evarlast Жыл бұрын

isn't SBUX now below where you were buying into it before? Is it over corrected? Is it a buy now for the same reasons as you said years ago?

@texasbuzzard4970 Жыл бұрын

excellent video. so many great companies hard to choose which to buy first...... I guess vici currently

@riffsoffov9291 11 ай бұрын

Thanks for the video. I especially appreciate the section about S&P Global because I just sat through a 10 minute cookie-cutter analysis that didn't mention the huge acquisition of IHS Markit.

@phitruongdinh3772 Жыл бұрын

One stock I hope you take a look one day is AZO. Thank Joseph

@poincareconjecture5651 4 ай бұрын

Been wanting that ...been sky high

@donchello2128 11 ай бұрын

Joseph what’s your take on the yieldmax etfs?

@dbcooper8676 Жыл бұрын

Brilliant content Joseph put's Out there, i look forward to Watching all the videos, I'm learning a lot from this channel, thank you for all your Hard work.

@ComicVerseComics 11 ай бұрын

What is your opinion and analysis on LLY? Love to hear what you have to say. Fan and subscriber, Andrew.

@sai87999 Жыл бұрын

What do you think how would FedNow reflect on Mastercard?

@off1tenth438 Жыл бұрын

Not even the same thing lol

@kaitlyncranwick 9 ай бұрын

Concluding 2023 with a 20% decline in the S&P 500, long-term investors find a promising entry into 2024. Noteworthy ETFs include: $VOO for S&P 500, $VTI for total US market, $QQQ for tech growth, and $SCHD for growth with dividends. Calculating my annual dividends, I'm thankful for $167k-attributing it to discipline and focus.

@hunter-bourke21 9 ай бұрын

In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.

@BiancaSherly-qt6sb 9 ай бұрын

Seeking advice on dependable monthly investment options. My goal is to eventually enhance my work income with consistent monthly returns from investments, alongside my long-term investment strategy, for a supplementary monthly income.

@TheresaAnderson-kf5xw 9 ай бұрын

While unfamiliar with such turbulent markets and the accompanying chaos, the current apprehension is reasonable considering the historic duration of the US Stock Market's bull run. Nevertheless, lucrative prospects abound with the right guidance. Collaborating with an investment advisor to diversify my portfolio, I managed to achieve a substantial profit of over $260k in the preceding year.

@maggysterling33254 9 ай бұрын

@@TheresaAnderson-kf5xw Please can you leave the info of your investment advisor here? I’m in dire need for one.

@TheresaAnderson-kf5xw 9 ай бұрын

*Mary Onita Wier* is my portfolio-coach, I found her on Bloomberg where she was featured, I googled her name on the internet. Fortunately I came across her website and reached out. You can go verify yourself

@maxbaron5031 Жыл бұрын

Could you do an analysis on Adyen? One of the most recent stocks Terry Smith has commented about would love a deep dive on that!

@winvesting101 Жыл бұрын

what do you think about brics deal in south Africa, u think it will have an effect on nasdaq/s&p/etc?

@michaelswami Жыл бұрын

Joseph Carlson’s Lake Woebegone portfolio, where every company he owns is above average.

@MrDiplomatSwag Жыл бұрын

Im still trying to figure out how you get those pictures on your pies in M1 Finance.

@stevenoliver8360 10 ай бұрын

would you buy into these companies right now?

@mcnamaranicholas Жыл бұрын

Hey Joseph! Love the content as always, great analysis. It would be super helpful if you were able to diversify the equities that you discuss. While it's great insight, you often go over the same companies, perhaps even some that are not top top tier! Just a suggestion and thanks for the content.

@sonumishra3375 11 ай бұрын

Joseph, companies liked MCO and SPGI look like amazing businesses but their balance sheets are concerning. They have a lot of liability and a big part of assets is goodwill. Could you please help us understand that part?

@matteormb6293 11 ай бұрын

Why you sold Estee Lauder and Nike?

@steaktastebetterpill Жыл бұрын

Very impressive stuff. Have you sold out of Amazon?

@christianjuraska821 Жыл бұрын

If Texas Roadhouse gets to half of McDonald’s revenue in 10 years it’ll be the investment of the century

@janschwabauer2313 Жыл бұрын

I think thats impossible. It feels like You can find a Mcdonals in every 10 mile radius in the world.

@Raffi795 Жыл бұрын

Can you recommend any stocks or cryptos I can put my money into?? I'm new to this.any info would be most appropriated?

@Nobody-rkm Жыл бұрын

Which website you used to look buys and sells for super investors. Thanks

@poincareconjecture5651 4 ай бұрын

Gurufocus is one but super expensive

@lucaswilliams9992 11 ай бұрын

Great video! any advice on other stocks to acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation? Roughly $250K in my portfoIio are in tech/TSLA stockss

@TheBigShort11 Жыл бұрын

Thank you for the Financial advice Joseph.

@brevinprince9826 Жыл бұрын

Would love a review of the growth portfolio as well 👌🏼

@karsinds Жыл бұрын

The problem is catching those stocks at a reasonable discount, that's very difficult except in bear markets.

@mircea_h Жыл бұрын

I kind of feel the same way, like for example buffet is no longer buying KO today like he did in the 90s. Question is, why not these stocks if by analysis they have good chance to outperform? Q2 is, if in 10 years these stocks only 2x revenue, so technically can 2x price if PE stays the same, etc, how close is this to the sp500 perf in next 10y ? If it is really close, is it worth the risk and headache to keep an eye on?

@karsinds Жыл бұрын

agree@@mircea_h

@theyssayes1841 Жыл бұрын

Did you sell AMZN and GOOG?

@TheBlawdfire Жыл бұрын

Great content, but those Chipotle forecasts seemed *very* generous. Believing that both locations and revenue per location will roughly double over the next decade appears contradictory and implies that Chipotle has not already opened locations in its highest demand/margin locations. It also implies that there will be limited revenue cannibalism from these new locations. I'd like to know where they're planning on opening all these new high revenue, high demand locations because it seems like Chipotle is already easily available to most Americans

@jordanseah Жыл бұрын

@JosephCarlson how much do you contribute of your pure cash into positions each month? Your gains have been huge!!! I remember seeing your thumbnails a few years ago as literally half of $490k. Big dubs to you, good sir.

@allengreathouse7707 Жыл бұрын

7% SS Sales Growth for Costco seems aggressive. Growth declines overtime. Especially as inflation slows.

@harrisahmed3066 Жыл бұрын

Actually, i think the best time to buy stocks is when the markets are down, lately every week or two we see a day when everything is down, just build up your buying power until a good day to go shopping, and stick with stocks that are predictable ...My advisor Lisa Rosa Cavanagh had my $170k invested in these picks(high growth) ,NVR,SEB AMZN ,DOW-J, AAPL, NYSE,LISP.SW, NASDAQ, TSLA, I've gotten 76% return so far this year, I'll keep holding to see the outcome

@overnightgrowth Жыл бұрын

I need to make a spreadsheet like that Terry Smith look through table as well.

@No-lack098 Жыл бұрын

You didn’t have all the facts on this one Joseph . The Dick’s earnings call catches management in the story they told . The markdowns they performed for the high inventory affected them more than shrink. I agree shrink is real and affected them but not as bad as they made it out to be.

@BryanColliver Жыл бұрын

I just did something like this on my porfolio. i ended up adding to companys VICI and O.

@Concatenate Жыл бұрын

You know what they say, the first trillion is the hardest to make.

@Dividendflywheel Жыл бұрын

Your analysis of VICI is best I have seen on KZfaq. Great Job I own SPGI & VICI, need to buy much more. Own V debating whether I should add MA

@aaa4181 Жыл бұрын

At these valuations I prefer AXP over MA/V

@Dividendflywheel Жыл бұрын

@@aaa4181Thanks; perhaps I should wait for a pull back. But both V & MA have been at historically premium valuation compared to the market.

@hondusspa 11 ай бұрын

This video is an underrated gem.

@ricknogan413 Жыл бұрын

@21:10 fun fact - there are 3X more Costcos in Canada / capita compared to the U.S.

@meNtor890 11 ай бұрын

This is such a skewed video. Most of your companies are in the S&P500, they're literally what makes up the index. So when you compare the price of your portfolio to the index they're obviously going to match. You could probably switch out all of your companies to 10 other companies that are in the S&P500 and still get the same FCF yield weighted average. The question that people should be asking is if all companies in the S&P500 are overvalued. In that case, if they are, then so are your stocks and they're too expensive. Of course this is again an endless debate about valuation. My point is that you make your companies out to look cheap, as they're the same as the S&P500. No, they are actually expensive, and so is the S&P500.

@kaylawood9053 Жыл бұрын

I want to diversify my portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions, how do I achieve this?

@markarnoldsfinance2765 Жыл бұрын

If you had to choose Joseph, FICO or SPGI!?

@JosephCarlsonShow Жыл бұрын

Right now SPGI. Fico probably grows faster but it's way more expensive.

@markarnoldsfinance2765 Жыл бұрын

@@JosephCarlsonShow that’s been my conundrum is FICOs valuation. I think it’s a better business model than SPGIs with more growth potential but it’s hard to put money into FICO when SPGI is still an excellent business but at a much more reasonable price. Thank you for sharing!!

@Yoyoy08 Жыл бұрын

Show us your avg cost

@johnristheanswer Жыл бұрын

Have I missed a vid in the past day ? Got a notification titled 'I compared my portfolio to the S and P 500 ' or similar ?

@DividendTalks Жыл бұрын

Great Video as always Joseph!

@alexlu713 Жыл бұрын

Did you sold your AMZN and NFLX?

@TheBigShort11 Жыл бұрын

No😊

@soup100 11 ай бұрын

WOW! looks like S&P Global is your new baby. I thought you could never love another like you love Texas Roadhouse.

@andyberger3310 Жыл бұрын

I just wanted to Go sleep , alright First watching your Video 🤷🏻‍♂️

@benauger2771 Жыл бұрын

Hey Joseph really enjoy the content! Any financial recommendations for a 20 year old?

@youtubesucks8024 Жыл бұрын

SPY and chill

@CurieBohr Жыл бұрын

Cost average into VOO. Don’t try to pick stocks. Don’t buy courses. Don’t trade.

@JosephCarlsonShow Жыл бұрын

Lowest hanging fruit is almost always upping your income. Every job you take should have a clear path of growth and higher wages in the future. Don't stay static. In terms of investing, budget well and keep contributing all the time to ETF's, if you develop your own strategy as well just stay consistent strategy. Good investing is rational and disciplined, bad investing is emotional, speculative, and confused.

@JohnBinMO 11 ай бұрын

Do you invest in healthcare at all, Joseph?

@rolandfrederick7389 9 ай бұрын

Love the videos. Keep up the good work

@MorganL4 Жыл бұрын

So it looks like you sold out of Este Lauder in favor of Chipotle. Can I ask why?

@mitchrils Жыл бұрын

Real ones remember the original title and thumbnail

@Witnessmoo 11 ай бұрын

VICI’s cost of capital will eat most of their margins as they need to refinance …

@TheBassicBassist Жыл бұрын

I understand that you like not managing anyone else's money because you aren't pressured to sell or make any moves outside your own desires, but would you please just start an ETF anyway? I'd buy it.

@celestial_sphere3 Жыл бұрын

First, love the content Joseph

@jlcfreitas 11 ай бұрын

i keep buying Vici whenever it goes to 30, it's been the bottom for a good while now

@MistahLevii Жыл бұрын

Cant wait for the next video! I invest more in your videos than in the stock market :P

@TheDividendInvestorCPA Жыл бұрын

Great update my friend 👍

@davidshaw5872 11 ай бұрын

Vici just increased their dividend

@theo3578 11 ай бұрын

Can you do your dividend review next time

@falsificationism Жыл бұрын

Purposely avoided that video Joseph mentioned. I hate the idea of "super investors" as a statistician and financial analyst for reasons that should be obvious, but so many of us still rely on "great man" theories of history and human behavior. I knew it'd get clicks though because it mentions big names. Very algo friendly. Just some feedback (I see others similar to mine below) that YOUR analysis is much better independently. No need to lean so heavily into that other content. But I guess if your goal is clicks, sure, do that and I just won't watch those vids. Cheers!

@Dividendflywheel Жыл бұрын

Joseph this is one of the BEST investment advice you can give all investors (@ 2:58 to @ 3:45). Thank You for your honesty. • Taylor Larimore has a list of 300 books on investing. I encourage you to read as many as possible.

@meNtor890 11 ай бұрын

Man you go over your portfolio all the time, the same companies. As a subscriber, I'd love if you'd cut out that portion and talk about new stuff. Like reviewing potential stocks, or stock moves. Like, is there nothing to talk about with Meta and Google? You do that on your After hours channel, so should I unsubscribe from your main channel that's on repeat and stick to the After hours?

@Foxyfreedom Жыл бұрын

I sold some Vici. Forgive me I bought in at $19

@jeffML3926 8 ай бұрын

Damn... wish I saw this video back when it came out. SPGI went off in the past month :|

@ArthurBuchanon 11 ай бұрын

Roughly $120K in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.

@jamescryptoguru-md9nv 11 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.

@MiguelLopes-fi6fz 11 ай бұрын

@@jamescryptoguru-md9nv 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.

@LeticiaOmi 11 ай бұрын

@@MiguelLopes-fi6fz wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

@MiguelLopes-fi6fz 11 ай бұрын

@@LeticiaOmi "SOFIA ERAILDA SEMA"

@MiguelLopes-fi6fz 11 ай бұрын

That's my licensed Financial advisor you can easily look her up, Thank me later.

@texasbuzzard4970 Жыл бұрын

I liked your original title a lot more

@paulevans2246 Жыл бұрын

Great vid 👍

@TheBuddaBrot Жыл бұрын

you butter me up good buddy

@chrstdvd 11 ай бұрын

Joseph! Your portfolio, to me, is way to conservative. I am only up to EP 51, but I watched this one today and set up a watch list in Seeking Alpha with your current stocks in the Passive Income Portfolio. Your yield sucks. You must have started a different more risky Portfolio by now. If I were as young as you and had half a million in one portfolio, I would protect it too. But you are still a baby; surly you are ‘experimenting’ with growth and Value by now.

@Amwatson801 Жыл бұрын

Nearly every video in the channel is the same: host trying to convince himself that massively overpriced companies are cheap in some sense. I still think that the best video by far that you have done is the one where you break down the returns of Dollar General. That encapsulates well what I understand by investing: find good businesses that return at least 10-15% to you no matter what the market does trading at a sub-15 valuation, collect that business return while you wait for the multiple to expand, acknowledge overvaluation, and scale out. It is not clear at all to me what is your expectation when (actual) multiples are already in the 30s and 40s: there is life outside the s&p500 and the US.

@lassmirandadennsiewillja7537 Жыл бұрын

How can theft rise by 120% in one year?

@Integr8byDarts Жыл бұрын

""During the first five months of this year, our stores saw a 120% increase in theft incidents involving violence or threats of violence," he added." TGT CEO. It's self-reported and very broadly defined. Could span from minor petty theft to large-scale looting.

@axelvnk Жыл бұрын

i believe there was new legislation that would imply that theft under 900USD is no longer legally pursued, lots of videos on twitter of people walking out of stores with goods and security not trying to stop them because they're scared of lawsuits against them for assault