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The "Mag 7" and the "A.I. 5" results so far this year. Mag 7, of course, has META. Mega tech stocks and leading A.I. stocks has been successful so far this year. Hope it continues... Good luck to all. CNBC MAGNIFICENT 7 FOR 2024 (as of 7/9/24) Ticker 12/29/23 7/9/24 $ GAIN % GAIN AAPL $192.53 $228.68 $36.15 18.78% AMZN $151.94 $199.34 $47.40 31.20% GOOG $140.93 $190.44 $49.51 35.13% META $353.96 $530.00 $176.04 49.73% MSFT $376.04 $459.54 $83.50 22.21% NVDA $49.52 $131.38 $81.86 165.31% TSLA $248.48 $262.33 $13.85 5.57% Average % Gain 46.85% A.I. FIVE FOR 2024 (as of 7/9/24) Ticker 12/29/23 7/9/2024 $ GAIN % GAIN AMD $147.41 $177.10 $29.69 20.14% AVGO $1,116.25 $1,733.31 $617.06 55.28% NVDA $49.52 $131.38 $81.86 165.31% MSFT $376.04 $459.54 $83.50 22.21% TSM $104.00 $184.52 $80.52 77.42% Average % Gain 68.07%

Meta’s WhatsApp is such an important app in different countries. It’s the primary way to communicate

Have you done a video deep dive into Nvidia?

Always great welcoming a new Matt video! I must say you sir were wiser than me unloading Starbucks, that little run to the low 80's fooled me, my only solice the moaning and groaning from the nike crowd, misery loves company! 🤣. You've done a couple videos about "buying at the top" and it's paid off nicely for you, for me currently its so hard to "sell at the bottom" must be psychological??

Your videos are at a different level; awesome production!

How come QQQM considered same as QQQ when QQQ gave 2x returns than QQQM in past 5 years.

QQQ and VGT for 10 years. Will crush SCHD and VGT.

I've had vertigo like that. Even the slightest movement would send the world spinning, it was wild.

Google and Amazon both have the scale bud Google has billions of web search users and Amazon is this internet if an app is running on AWS which is likely their are also running their ai and by proxy all their users w that ai on AWS

Biden is crushing it.

Matt, what is your strategy for VLO? Looks like revenue will decrease year by year...

They are opening stores in Honduras and Nicaragua... why?? total addressable market in those countries is shrinking, folks are crossing into the US from there

Warren Buffett's perspective on dividends is that they may not be beneficial if a company has better uses for its capital to promote growth. Instead of focusing on dividends, he suggests investing in companies with growth potential. However, some investors see dividends as a way to generate income. It's possible to create a portfolio that generates a dividend income of $50k-70k with a $1 million investment.

Is that really Mark Zuckerberg in the video? It sure doesn't look like him

Great analysis and video, Matt! 🎉

15:39 😂😂🎉🎉 that’s awesome

This discussion made me think about my own use of Meta Facebook. Meta has a specific targeted and incredible way of (tracking me) sending me ads that I am highly interested in. I have bought products or services from these ads. Come to think of it, I have never bought anything from other platforms' ads, and they are just annoying, and I ignore them.

NEW Matt Derron just dropped!

Good video!

I always regret not pulling the trigger when meta was tanking just a bit ago. Was watching it the whole way down lol

1st

literally the only reason anyone would ever give you unsolicited financial advice is because they're trying to take advantage of you. ive concluded that investing is really simple and people overthink and overcomplicate it. i like warren buffets advice, invest in the broad market, never sell, dont buy anything you wont keep for 5+ years. i feel most people get into trouble by thinking too short-term. every dip ive experienced so far, i just waited it out, and eventually got back to profit. Also, individual stocks are a waste of time

Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, I keep increasing my shares manageably. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.

Hey Matt great performance for the month! Just wondering if you have looked at LVMH and RACE two luxury brands which I hold and absolutely love, the businesses are amazing, huge moats and they offer growing dividends and I like the fact they provide a nice diversification from the tech sector while still performing nicely. It would interested to know if you have looked at those 2 previously and let me know your thoughts

HONEST REVIEW! This is awesome! Big takeaway: just buy VOO. Unless a really solid company drops…

my portfolio returned 95% last year, and 60% ytd so far this year in 6 months. Thats why I don't own an index

Cash app said you can start investing in McDonald's socks for a $1.00, is that true? I'm new to investing let me know. Thanks, steven

I want to say "Matt Derron" like Team America says "Matt Damon"

Dividend stocks are like people getting excited about a large income tax rebate check😅

Good video. Thx for the info.

I think our society will transform in the next 10 years with the advancing of technology! I think our society has inventions that are 10-20 years in the future, but society is not ready to adapt! This reminds me of palm pilot! This was just an innovation but failed to catch on!

Always consistently buy. That way, you will always be buying the dip and when its at the high, so you will always hit the average. Investing is a game of information and patience.

Stock picking itself is still generally speculation, and if you aren't it requires a lot of hard work. You don't really know for sure what's going to happen, you only take your best bet. In that regard, the index is pretty much the best risk free brain dead way of growing wealth. The market consistently trends upward over time, and will likely continue to do so (even if its only due to inflation and population growth related demand). If you like gambling or learning how to read financial statements and economic data, then you can handle individual stock picks. If not, just index. Only 10% of the population can handle stock picking, the rest should just index.

Not gonna like, I got gold just for the 5.5% interest rate. Other than that, I don't really touch it.

I just stumbled on your channel. I love your content.

This channel is great... just found you yesterday... great content man

I agree with the Schwab change, I am not a fan either.

You can still buy growth stocks if you see good opportunities

The first time I invested I spent a hundred. I watched what happened for 3 months. Then I decided to upscale it to 5 hundred and watch. I'm writting this at the part of "regretting a decision", because I invested under 5% of my 3 months income. I learnt with my own money what being impulsive means long term. I recommend being foolish with a small amount and learn.

Glad you're on the mend. I was diagnosed with BPPV in mid 2020. Long story suort, after about a year of shit, another doc said that was a misdiagnosis.... I had anxiety and panic. All good now, knowing what you're dealing with lets you knock it on the head.

It’s funny our biggest holdings are similar. Nvda and amzn top 2.

Excellent presentation. Thank-you!

Finance demystified-Really good analysis explained in simple way, how do i compare my returns against SP500? Most of my investments are in Robinhood and there is no feature like what are you showing here, Thanks in advance Bro 🙏🏻🙏🏻

How did I miss that video?? L Any how, I think the emphasis is to understand and agree with where the Co is going and yes the stock price becomes secondary. I will take META as an example again. For a period of time I was not believing on their "promises" especially their AI development. So I had a bunch of META stock at +/-90$ and I sold a about 40% of it, it was not paying dividend and the stock was at 180$ fo by selling some the rest was "Free" in my portfolio. Then I learned more about what they were doing with their AI (medical solutions, etc) and I decided to hold to the rest of my precious shares. Of course now that stock is 330% what I paid for and has started paying dividends. I now understand the business better, have more confidence in the stock and do not intend to sell. Do I regret selling some of it? Not really at the time it gave me cash to purchase some 3M and Apple stock that I thought were a good opportunity and it turned out to be correct. Cheers, a.

With most of your portfolio being the top market caps in the S&P, how you expecting to beat it? (Not meant in a negative way) Just hoping your mix outpaces it? Also you should make a video on small caps. I feel like those are such an enigma unless you have some sort of inside intel...

I really dont need an ETF if I want to have 50% of that in 3 companies.

Awesome. I can't seem to catch up with ya. My cost basis is $186,730 with market value of $240,898 with 7.94% for 3 months and 21.19 % ytd. And 33.66% for one year.

Great video, Matt. Changes to your portfolio should help you beat the benchmark S&P 500 in the coming months. Thank you for your video.

u sold schd ?

I believe in having mixed investments. I see a lot of dividend stocks as more stable and safer than growth stocks