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I think that rather than comparing huge companies to the average of the S&P500 you might wanna compare it to NSDQ100 since NSDQ100 is a better average estimate of their performance of really large companies.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
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.
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, 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
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I found her page by searching for her entire name online. After that, I emailed her and we set up a meeting so we could talk; I'm currently waiting on her response.
Crash fatigue is showing with most people. Most are so tired of hearing about the worse even though its true. We are being boiled slowly in the pot! I want to diversify my $80k portfolio.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
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.
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.
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.
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.!!
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
The truth is that everybody wants to be financially independent and live a better life. With savvy investing, an inexpensive lifestyle, and diligent budgeting, this is not difficult to do. I'm glad I realized early on that achieving financial freedom requires hard work.
Investment is a fabulous way to save money for the future as well as a way to generate passive income. Those who make poor mistakes early in life regret them later in life. But, if done alone, investing may be challenging and risky. For this reason, I suggest consulting experts for advice (financial advisors). The difficulty lies in effectively employing it, not just watching videos and reading investing books.
Sincerely, I'm moved by what you said. I have a sizable amount of money that I am willing to invest if given the appropriate knowledge and I am highly interested in investing. My greatest concern is losing money on a bad investment. I'm open to hearing your advice on how to make sensible investments as a result.
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
Having an investment advisor is the best way to go about the stock market right now. I used to depend on CZcams videos but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Rebecca Nassar Dunne’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I found her page by searching for her entire name online. After that, I emailed her and we set up a meeting so we could talk; I'm currently waiting on her response.
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.
Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q4 2024.
I feel in 2024 investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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. its important to seek the guidance of a pro
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $200k to $700k.
How can I participate in this? I sincerely want to establish a secure financial future and i'm eager to participate. Who is the driving force behind your success please?
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 sent her a mail through her web.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Lucinda Margaret Crist 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.
I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.
Spread your investments over a variety of assets and sectors when diversifying to reduce risk. For decisions that are in line, do your homework and speak with a financial expert.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
How can I participate in this? I sincerely want to establish a secure financial future and i'm eager to participate. Who is the driving force behind your success please?
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 sent her a mail through her web
Is stock market actually getting better or is this the regular start of the quarter market manipulation to entice investors? I'm currently sitting on savings and i'm wondering do I invest in company stocks or just buy gold?
@@Higuannn Good comment, do well to search for dividend aristocrats and choose six to ten companies with over 25 years of dividend payments. With so many variables, a good advisor could help make sense of it all.
@@Higuannn This wouldn't be the first time i am getting the suggestions to use one, but finding a decent one has been challenging. Do you mind leaving some recommendations?
@@Higuannn I'm not one to give recommendations but The likes of Sharon Crump Cline does a good Job. I've been working with her for years. All the info. you need to set up an appointment is on her web page.
Honestly, this concerns me and has left me uneasy. Especially this potential depression, no more a recession. I'm unsure about my $130K account strategy, considering the uncertainty of this whole recession mostly.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
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
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
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.
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
Elisse Laparche Ewing 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..
I'm already investing in stocks by watchiing youtube videos, but my portfolio of around $120k is not getting much yield. what strategy should I use at this point to make gains?
True, my portfolio had a massive crash in 2022, I nearly sold everything and put into cash savings, but i was advised to contact a broker. I followed the brokers instructions closely and my portfolio started to increase by 10% monthly.
Thank you for sharing, I must say, she appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.
Things have gotten so tough lately. My mom is really stressed about what to do with her savings of $280k. She’s not sure where to invest it given all the uncertainty in the economy. Anyone else feeling the same confusion?
I hear you, Bill. The financial landscape is incredibly volatile right now. I've been diversifying into commodities and real estate, but even those markets are unpredictable. It's tough to find a safe haven these days.
This is why I'm all in on cry-pto. Sure, it's volatile, but the potential for returns is massive compared to traditional invest-ments. Plus, it’s a hedge against inflation, which seems inevitable with all the debt piling up.
I like to keep a small "in case the market crashes" fund to try and take advantage of the low prices. When the market goes south, I use that money spread out over the following months buying my targeted stocks on low days. on top of my usual DCA, They keep dropping and I keep buying. I'm still in on Renewable Energy, EV, Tech, Health.coins too gotta be greedy when others are fearful. At this point I'm grateful for my FA. Already with a 7 figure portfolio but I have no doubt investing more.
Same. I teetle on the premise that the market can and will crash at some point, as well as the notion that many individuals miss out on gains due to actually NOT being in the market and waiting for the chance of a crash. Perhaps it's wise to do both partially
I’m in the restaurant industry. Way too much competition out there. Pizza has way too much competition. Every gas station sells pizza now that is way cheaper than the regular pizza chains. Chipotle is over saturating their own market. They have open two within less than two miles of each other. The older one has very very poor service but great location. New one is in poor location and just doesn’t make sense. The older one just need a real management team. When I say older it’s less than 6 years old. Not that you care but I agree with your decision to get out of chipotle. I believe you are good with Texas Roadhouse but I’d try to stay away from restaurants. Too much competition no moat unless you are Chick-fil-A which isn’t publicly traded. I always enjoy your content! Learn a lot Thank you!
I just got back from Italy where we could get a large wood fired pizza that feeds 3, for about 10 US dollars. In the US that would cost over $20 and not taste as good. Crazy the difference
Chipotle is basically Starbucks, I like going to small restaurants for my pizza large chains don’t do it like these smaller guys do it usually family owned and beats out every other pizza place. I used to eat Pizza Hut but then it got too expensive same with Grimaldis I upgraded my taste but now it’s too expensive. So I go for smaller pies that cost 10 dollars and it feeds one person. All those other places did the same thing which fed one person but now this pizza that I eat man it just tastes so good I can’t go back to the hut their dough tastes very sweet like they put sugar in it and not good tasting. Vs. A pizza made in a brick oven with wood fire, it has leoparding and it’s got the best buffalino cheese with sweet tomatoes bro no chain can beat that
@@dustindodge5974 not sure where you were in Italy but 10 US for a pizza that feeds 3 people looks surprising to me, prices increased here as well and a regular pizza in hardly going to cost you less than 7/8 USD, a large pizza no less than 10 USD, and these prices are quite conservative. Btw I am Italian :)
*When someone becomes rich, a lot of things change. Lifestyle upgrades, new social circles, and different financial responsibilities are just the beginning.*
Brian Humphery Services was my hope during the 'bear summer' last year. I made so many mistakes but also learned so much from it, and of course from Brian.
@@michaelswamiif we’re talking bones/$ then the stego was a great value that should compound over time in terms of both monetary and awesomeary aspects.
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.
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.
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.
@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you on things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
chipotle has been trash for years. ridiculously small portions and overpriced. there's nothing original about selling burritos. they didn't reinvent the wheel here.
I value your perspective and content.Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 7.2Biitcoin to a decent 26.4Biitcoin. At the heart of this evolution is Craig Reeder, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....
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…
15% long term capital gains, which is much lower than my normal income. I do not consider taxes when selling individual holdings. I only considered them when outlining my overall strategy, which limits turnover and taxes overall.
Same, but in my options account I just opened a debit spread on monday with 560 as my call strike and sold the 570 call. Exp sept 20th. We ll see what happens
Those tall bones on the stegosaurus are similar to osteoderms on alligators and help to warm the body of such a large animal. Essentially a form of solar panel for the animal
Hi Joseph you said in a previous video that ASML was on your watch list. I’m curious after it’s 15% sell off this week if you’re buying and what your thoughts are. Thank you.
@@RainyDayzShare price is irrelevant. A company can easily change its share price using stock splits. What matters is enterprise value compared to income.
I've been hearing about a Starbucks boycott amongst activists (something to do with sbux supporting israel). Could be some selling in anticipation/ preparation of a mainstream movement against them.
This is a very normal correction taking place according to a number of analysts. Particularly, because a number of the large cap/big tech companies have skyrocketed in the last few months. The party can't go on forever. Large caps may still drop another 5-6%. This makes for a buying opportunity. It won't be long before the big names start posting positive gains again.
I would LOVE to see Chipotle hit the mid to low $40s, and Dominos below $360ish area, I'd pounce on them both around there with a long term mindset. If CMG pulls back to around $45 or below would you jump back into the holding? Also are you looking to try and trim your Apple position further?? Always love your stuff man, you're absolutely amazing!
I'm going to defend DPZ "discounts". Go way back to 2005 ish. $5$5$5 deal. 3 medium 2 topping pizzas $5 each. They ran that deal through the "08 crisis" into 2015 qnd variants beyond. To get a meal delivered in 2009 that fed a family of 4 under $20 created weekly customers. Remember, it's a franchise. The most expensive ingredient for an order of cinnamon stix for the franchise is the box (this is real facts). DPZ also has secured a long time ago a linear manufacturing process. They own the wheet, the tomatoes, the dairy. Eat a slice of cheese and dominos has touched the product from soil to toilet. The "discount" is not a loss of revenue, the discount is an opportunity to sell more profitable items. A lucrative coke deal or tison product pulls in cash. When inflation and recession hit pizza is always in the money. Not just now but all the way to Italy. It's cheap, easy, fast and made to order. DPZ is a discount right now. Don't forget that cheezy bread.
@@underratedblastoise3908 Nothing has fundamentally changed in the past month with the company, so why wouldn't you take profits earlier, everyone knows stocks pump up to the split, perfect run up to get out
Agreed on your assesment with salesforce, starbucks and dominos. Alphabet seems to still be priced at a good forward pe - it feels like a buy Wht are your thoughts on IWM?
I love dinosaurs, my wife was making fun of me a few days ago because I was on the phone with my brother, and we got side tracked on a conversation about dinosaurs for like an hour. A good book on the subject for people interested in the subject: "the rise and fall of the dinosaurs" by Steve Brusatte.
@@JosephCarlsonShow Sounds like u need a trip to the Tyrell museum in Drumheller Canada..One of the most prolific Dino museums on the planet.. Was just there about 3 weeks ago.. Blows my mind every time..
Agree, I see a strong shift away from "convenient food" like CMG, MCD, etc. because of the prices. We used to HAVE to eat their because of our income, but now they are so expensive it doesn't make sense. I see a huge shift to groceries to save money + a move to Finer Dining: People will CHOOSE WHERE to go out to dinner, instead of just doing it 3/4x week based on convivence/price. They will aim for more QUALITY establishments, sit downs.
Why does everyone justify overpriced stocks by comparing the S&Ps current PE to the companys forward PE? I am sorry but this is not a fair comparison. Your recent stock suggestion Booking Holdings Inc is very expensive for a company with very little moat.
Two niches industry nobody talks about are Waste Management and Water... These industries will only get more relevant. A deep dive would be interesting.
Why does the link in bio say you invest 14% of portfolio in vici, but the video shows 8% target and only 5% actual. Do you actually invest in vici anymore?
yes, but chipotle is now giving you HALF the size size bowls than they used to six months ago. The bowl is LITERALLY well LESS than the line on the bowl they used to give. That makes me believe their stock isn't REALLY doing as well as investors THINK it is doing I sold because now it is over valued, to real world And of course a "split" does NOT mean the stock is well valued. It's to put it into a selling range. And since fractional shares are now common, that doesn't matter near as much as it used to
Hi Joseph, Always enjoy your content. I was wondering if you could do a video on yield on cost for dividends. How starting yield isn't as important as dividend growth. For example one of my holding Progressive has a yield of 1.4% but my yield on cost is 7.45%. keep up the good work.
Awesome. I personally loved this pull back. Picked up some more shares. Wonder what you think of longer term bond funds at this point, with rates potentially coming down? Been debating TLH.
@Joseph. I liked your video about dollar cost averaging through highs and lows in the stock market. Is this an example of a time when it could be a potentially good time to buy stocks when they’re anywhere from 5 to 10% down?
Netflix 4k is £18/m in the UK, compared to £9 for Prime. What a joke. Netflix clearly needs to rethink their 4k streaming prices or they will be fast fooding (price hiking) themselves out of customers.
Does prime in the UK have a lot better content? Netflix content blows away anything on Amazon prime in the United States. I would never pay for prime if it didn't come with the shipping I'm the reason they're streaming service is popular in my opinion is because it comes with the shipping service.
@@cguy2guy511 think it's £12 with shipping. The content is much the same in my opinion, although maybe that's changed in the last year or two. Think they are probably fairly close in terms of 4k content (which is mainly what I care about)
ABNB seems to have less debt and better free cash flow any reason you aren’t interested or favor BKNG just curious obv BKNG is a great stock just wondering why over ABNB
Not to fear monger anyone. Do you think it’s a good idea to invest in a travel company when so many anticipate a recession? Luxuries are the first thing to go down.
It would be helpful if you compared your portfolio’s return with the S&P 500. Your positions are green, but “being in the green” is relative. Using the S&P 500 as a benchmark would eliminate that relativity entirely
Was hoping to hear a bit more about Domino's - anytime an earnings call is mixed it always smells like opportunity. Just looking at the technicals, the 13% drop looks overblown - puts the P/E at the bottom of the range for the last 10 years. The current stock price was first reached by Domino's about 4 years go, so the price drop is essentially saying Domino's hasn't increased in value over that time. And that's really saying something considering they do share buybacks and generally increased revenue, net income, etc. I seem to recall they did meet earnings expectations, so I'll need to dig into the report and guidance some more. But this is feeling like a buying opportunity as an overreaction.
Netflix numbers are actually not looking that good. They almost doubled their expected subscriber number but revenue and EPS is only up slightly. They have guided down for next quarter. They are adding "cheap" subscribers from developing countries in Asia and Africa. They have used all their pricing power in NA. Not much ammo left now. It isn't a growth company anymore. It will be steady boring stock. I don't expect it to fall but its not going to double in next 5 years
I think the only big opportunity left for Netflix is live sports. If they can license a good amount of popular sports, they might get another significant boost and have more pricing leverage. But otherwise I agree with you, that lemon is just about squeezed.
Are you just a perma bull? I guess if the stock market goes up then Perma Bulls are always right, but this feels like a crash coming, hopefully there's a V recovery as it's time to sell for me
I honestly am not sure. I think what it is is the 45% comes at the margin interest rate and the rest comes with a higher loan interest rate. I really have no clue though as I’ve never actually used margin in this portfolio.
Hi Joseph, I'm from Argentina and love your content. I tried to test Qualtrim before join to your Patreon, when I search for a company it's doesn't load. could it be a geoblocking in the platform if I'm not in the US?
Check on the menu if it says "active", if not, hit the subscribe button there and connect your patreon account to it. That should fix the issue. If that doesn't work just send me a message on Patreon through direct message and I can get to it. I check messages every night.
In the UK Domino's pizza is STUPIDLY expensive. £24 for a pizza just about big enough to feed two is ridiculous. I can feed four with a Chinese meal for less than that. Maybe they should ditch the nonsense special deals and price their food properly.
I ended up selling the SPGI I bought in my IRA. In at 363.25 and out at 497.02. Hoping to get back in if we get a pullback. Valuation was getting too heated for me. 37% in 10 months is not bad. I do believe in all the same fundamentals of the company but not willing to just stay at any price. Great work introducing me into it. We are going to be partners for a long time.
Great video!!! You sound happier & more positive (I hope you are... you're too young to waste time in low vibe energy!!) Good info & happy you are not selling big tech ( Neither am I long term it will always do well imo been in co's like Apple for a decade & never sold one share & def happy i chose to do that.)..I love Netflix .. Loved John Mulaney's "Everyone is in LA a" ALOT!!! but i do wish they would put out more great content.. another Ozark level show?!! .. new standups etc.. well that kinda thing. I have been watching "The Bear" a GREAT show on hulu ? only because I've watched everything on Netflix i think?? Anyway i cannot think of one thing bad to say about Netflix and do not want to live w/o it.. but i really wish they would produce some more great shows.. Hey maybe they are & idk because they aren't the kind of things i like>> who knows?? Great co BEST channel & they will do just fine !!
For a restaurant, CAVA is a good option. Chipotle food is full of sodium and other bad things and not very healthy. But Cava’s stock is also down. Just because you sold chipotle that doesn’t mean the stock stinks. market
Starbucks is not down due to high prices, they have always had higher prices. They are down because of their political standpoints and boycotts against them by a portion of their consumers. As an investor it's good to stay in the know on what trends are happening with companies.
He sells CMG as I consider buying it on the low, lol. As he bought bking at an all time high without considering anything but fundamental analysis, I would say his technical analysis is dirt. Do your own research before buying
Hi @josephCarlsonShow - Great Vid as always! Are VISA not sticking out to you in your dip-finder? I see their recent dip as a perfect entry in a compunding machine.
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Are you looking into NIKE or DIS?
I think that rather than comparing huge companies to the average of the S&P500 you might wanna compare it to NSDQ100 since NSDQ100 is a better average estimate of their performance of really large companies.
Joseph can you do an Episode on Mark Spitznagel.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
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.
Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, 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
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
That's impressive ! I could really use the expertise of one of these advisors. Any chance you could recommend one?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I found her page by searching for her entire name online. After that, I emailed her and we set up a meeting so we could talk; I'm currently waiting on her response.
Crash fatigue is showing with most people. Most are so tired of hearing about the worse even though its true. We are being boiled slowly in the pot! I want to diversify my $80k portfolio.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash that comes afterwards. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date
Impressive can you share more info?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
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.
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.
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.
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.!!
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
The truth is that everybody wants to be financially independent and live a better life. With savvy investing, an inexpensive lifestyle, and diligent budgeting, this is not difficult to do. I'm glad I realized early on that achieving financial freedom requires hard work.
Investment is a fabulous way to save money for the future as well as a way to generate passive income. Those who make poor mistakes early in life regret them later in life. But, if done alone, investing may be challenging and risky. For this reason, I suggest consulting experts for advice (financial advisors). The difficulty lies in effectively employing it, not just watching videos and reading investing books.
Sincerely, I'm moved by what you said. I have a sizable amount of money that I am willing to invest if given the appropriate knowledge and I am highly interested in investing. My greatest concern is losing money on a bad investment. I'm open to hearing your advice on how to make sensible investments as a result.
Please let me know how to contact your financial planner.
My fiduciary is Sonya Lee Mitchell. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you
It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
Having an investment advisor is the best way to go about the stock market right now. I used to depend on CZcams videos but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
That's impressive ! I could really use the expertise of one of these advisors. Any chance you could recommend one?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Rebecca Nassar Dunne’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I found her page by searching for her entire name online. After that, I emailed her and we set up a meeting so we could talk; I'm currently waiting on her response.
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.
everyone needs a margin of safety in their portfolios and just remember, it's time in the market not timing the market
Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q4 2024.
I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
Sure, Sharon Ann Meny is the licensed advisor I use. Just research the name. You’d find necessary details on the web to set up an appointment
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
I feel in 2024 investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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. its important to seek the guidance of a pro
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $200k to $700k.
How can I participate in this? I sincerely want to establish a secure financial future and i'm eager to participate. Who is the driving force behind your success please?
Dianne Sarah Olson is her name.
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 sent her a mail through her web.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Lucinda Margaret Crist 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.
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.
I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.
Spread your investments over a variety of assets and sectors when diversifying to reduce risk. For decisions that are in line, do your homework and speak with a financial expert.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
How can I participate in this? I sincerely want to establish a secure financial future and i'm eager to participate. Who is the driving force behind your success please?
Rachel Sarah Parrish is her name.
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 sent her a mail through her web
Is stock market actually getting better or is this the regular start of the quarter market manipulation to entice investors? I'm currently sitting on savings and i'm wondering do I invest in company stocks or just buy gold?
The 5 percent fixed incomes are a safe bet. Save your cash for when the market actually shows sign of recovery or better still seek professional help.
@@Higuannn Good comment, do well to search for dividend aristocrats and choose six to ten companies with over 25 years of dividend payments. With so many variables, a good advisor could help make sense of it all.
@@Higuannn This wouldn't be the first time i am getting the suggestions to use one, but finding a decent one has been challenging. Do you mind leaving some recommendations?
@@Higuannn I'm not one to give recommendations but The likes of Sharon Crump Cline does a good Job. I've been working with her for years. All the info. you need to set up an appointment is on her web page.
@@hullbruce Thank you for this pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a calI session with her
Honestly, this concerns me and has left me uneasy. Especially this potential depression, no more a recession. I'm unsure about my $130K account strategy, considering the uncertainty of this whole recession mostly.
If you lack knowledge about market investing tactics, get advice from a financial counselor.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
I could really use the expertise of this advsors.
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.
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
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
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.
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
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
Elisse Laparche Ewing 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..
I'm already investing in stocks by watchiing youtube videos, but my portfolio of around $120k is not getting much yield. what strategy should I use at this point to make gains?
Diversify into different asset classes but DYOR before investing. If you lack extensive market knowledge, consult a financial advisor to help you
True, my portfolio had a massive crash in 2022, I nearly sold everything and put into cash savings, but i was advised to contact a broker. I followed the brokers instructions closely and my portfolio started to increase by 10% monthly.
pls who is this fudiciary that advices you?
*Jennifer Leigh Hickman* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment
Thank you for sharing, I must say, she appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.
Things have gotten so tough lately. My mom is really stressed about what to do with her savings of $280k. She’s not sure where to invest it given all the uncertainty in the economy. Anyone else feeling the same confusion?
I hear you, Bill. The financial landscape is incredibly volatile right now. I've been diversifying into commodities and real estate, but even those markets are unpredictable. It's tough to find a safe haven these days.
This is why I'm all in on cry-pto. Sure, it's volatile, but the potential for returns is massive compared to traditional invest-ments. Plus, it’s a hedge against inflation, which seems inevitable with all the debt piling up.
We're in the same boat. My mum is looking a solid guidance. Any recommendation of an expert adviser who charges from AUM would be amazing
Mine is. ' Kristin Amy Rose ’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
I like to keep a small "in case the market crashes" fund to try and take advantage of the low prices. When the market goes south, I use that money spread out over the following months buying my targeted stocks on low days. on top of my usual DCA, They keep dropping and I keep buying. I'm still in on Renewable Energy, EV, Tech, Health.coins too gotta be greedy when others are fearful. At this point I'm grateful for my FA. Already with a 7 figure portfolio but I have no doubt investing more.
Same. I teetle on the premise that the market can and will crash at some point, as well as the notion that many individuals miss out on gains due to actually NOT being in the market and waiting for the chance of a crash. Perhaps it's wise to do both partially
please can i get your consultants info? or should i drop mine for a dm ?
@@NamsaAlcantar Dianne Sarah Olson' is her name. In her area, people consider her to be a genius. Look her up; she's well regarded in her field.
did a quick search and found her webpage. I must say her resume is pretty impressive.. will be writing her too
I’m in the restaurant industry. Way too much competition out there. Pizza has way too much competition. Every gas station sells pizza now that is way cheaper than the regular pizza chains. Chipotle is over saturating their own market. They have open two within less than two miles of each other. The older one has very very poor service but great location. New one is in poor location and just doesn’t make sense. The older one just need a real management team. When I say older it’s less than 6 years old. Not that you care but I agree with your decision to get out of chipotle. I believe you are good with Texas Roadhouse but I’d try to stay away from restaurants. Too much competition no moat unless you are Chick-fil-A which isn’t publicly traded. I always enjoy your content! Learn a lot Thank you!
I just got back from Italy where we could get a large wood fired pizza that feeds 3, for about 10 US dollars. In the US that would cost over $20 and not taste as good. Crazy the difference
What about Restaurants Brands International?
Chipotle is basically Starbucks, I like going to small restaurants for my pizza large chains don’t do it like these smaller guys do it usually family owned and beats out every other pizza place. I used to eat Pizza Hut but then it got too expensive same with Grimaldis I upgraded my taste but now it’s too expensive. So I go for smaller pies that cost 10 dollars and it feeds one person. All those other places did the same thing which fed one person but now this pizza that I eat man it just tastes so good I can’t go back to the hut their dough tastes very sweet like they put sugar in it and not good tasting. Vs. A pizza made in a brick oven with wood fire, it has leoparding and it’s got the best buffalino cheese with sweet tomatoes bro no chain can beat that
@@dustindodge5974average wages are also at least half
@@dustindodge5974 not sure where you were in Italy but 10 US for a pizza that feeds 3 people looks surprising to me, prices increased here as well and a regular pizza in hardly going to cost you less than 7/8 USD, a large pizza no less than 10 USD, and these prices are quite conservative. Btw I am Italian :)
*When someone becomes rich, a lot of things change. Lifestyle upgrades, new social circles, and different financial responsibilities are just the beginning.*
You mean like getting a private jet instead of flying commercial?
more opportunities for investment and philanthropy increase as well
Managing wealth becomes crucial. Professional advice from expert financial analyst and advisors are important.
Know any experts?
I'm really looking for a good one right now
Brian Humphery Services was my hope during the 'bear summer' last year. I made so many mistakes but also learned so much from it, and of course from Brian.
Came for the valuations, stayed for the paleontology lesson
@@Miggy315 I hear T-Rex’s trade at too high a PE, so Griffin went shopping at the bargain bin.
@@michaelswamiif we’re talking bones/$ then the stego was a great value that should compound over time in terms of both monetary and awesomeary aspects.
Yes I'd like to buy one Stegosaurus please.
1980s lyrics and video 📹
When Joseph's little bit of buying power exceeds my entire portfolio like 3 times...
If that is the case... consider buying an ETF: Schd, VGT, VOO, or Brk... Buy every month and forget... Check in once a year.
Start small and grow big
Keep at it. Little by little. Joseph was there at one point too. Took years to get to where he is at.
@@Den99973
Or VONG, cheaper ($96), 0.08 expensive ratio, large AND mid cap growth stocks unlike those other ETFs.
Not that many years. He has like 5000 subs paying $10 a month or similar. He will have costs, but that's some good moolah
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.
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.
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.
@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you on things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
I stopped going to Chipotle because the store was always filthy and I never saw the same employee more than once.
Where do you think they get the meat from?
@@jakeroper1096From the floor.
@@jakeroper1096 Thats cold, man. Funny, but cold af.
@@jakeroper1096yeah my cousin worked there and we stopped hearing from him.
chipotle has been trash for years. ridiculously small portions and overpriced. there's nothing original about selling burritos. they didn't reinvent the wheel here.
I value your perspective and content.Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 7.2Biitcoin to a decent 26.4Biitcoin. At the heart of this evolution is Craig Reeder, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....
He's mostly on Telegrams, using the user name
CraigReeder
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…
Well this is not my first time of seeing his name on social platform. I think he's extremely brilliant and lucrative at the same time.
Craig Reeder expertise is widely recognized across the internet.
How much was the tax implications with your Chipotle sale? Do you consider it when sell your holdings?
Excellent question
15% long term capital gains, which is much lower than my normal income. I do not consider taxes when selling individual holdings. I only considered them when outlining my overall strategy, which limits turnover and taxes overall.
Do not overthink selling a stock because of tax implications. If you want out get out
15% ain't bad.
Paying tax on gains is better than not paying tax on no gains
I made a large deposit today to buy more shares in my index fund. I like buying dips.
Same, but in my options account I just opened a debit spread on monday with 560 as my call strike and sold the 570 call. Exp sept 20th. We ll see what happens
The ranch dip is amazing, get it next time you’re in Walmart.
Those tall bones on the stegosaurus are similar to osteoderms on alligators and help to warm the body of such a large animal. Essentially a form of solar panel for the animal
Bought more Mastercard on a whim 🤷♂️
Hi Joseph you said in a previous video that ASML was on your watch list. I’m curious after it’s 15% sell off this week if you’re buying and what your thoughts are. Thank you.
I bought the dip, it might fall a bit more but its currently undervalued
I’m always buying. When you own good companies you don’t stop buying. Double down when the market dips
exactly
Homie made videos defending Chipotle then goes off and sells completely out 😂 this guy pulled a Jim Cramer move 😂
🤔
Can you possibly review value companies like Markell as a specific example. They currently trade around an 8 P/E
$MKL or $MRVL? MKL is $1,600 a share, yes it has an 8 PE but I wouldn’t really call $1,600 a “value” , would you?
@@RainyDayzShare price is irrelevant. A company can easily change its share price using stock splits. What matters is enterprise value compared to income.
@@RainyDayz I would if it’s price is below its future price with regards to the spread of gains potential vs the market
@@me-myself-i787 completely agree
I still find it odd that you hold no semiconductor companies or any etfs related to them.
He says they are too cyclical
@@fitbh703 But they far outperform the market in the end so its a bit of a missing out
Starbucks will continue to do poorly as long as Howard Schultz isn't running it. The culture isn't there without him.
They will be fine long term
I've been hearing about a Starbucks boycott amongst activists (something to do with sbux supporting israel). Could be some selling in anticipation/ preparation of a mainstream movement against them.
Don't think SBUX is doing badly because of the Palestinian genocide. Think the prices for coffee are far too high.
This is a very normal correction taking place according to a number of analysts. Particularly, because a number of the large cap/big tech companies have skyrocketed in the last few months. The party can't go on forever. Large caps may still drop another 5-6%. This makes for a buying opportunity. It won't be long before the big names start posting positive gains again.
Awesome 😎
Love the dinosaur 🦕
I would LOVE to see Chipotle hit the mid to low $40s, and Dominos below $360ish area, I'd pounce on them both around there with a long term mindset. If CMG pulls back to around $45 or below would you jump back into the holding? Also are you looking to try and trim your Apple position further?? Always love your stuff man, you're absolutely amazing!
Thank your for sharing your strategy!
I'm going to defend DPZ "discounts". Go way back to 2005 ish. $5$5$5 deal. 3 medium 2 topping pizzas $5 each. They ran that deal through the "08 crisis" into 2015 qnd variants beyond. To get a meal delivered in 2009 that fed a family of 4 under $20 created weekly customers. Remember, it's a franchise. The most expensive ingredient for an order of cinnamon stix for the franchise is the box (this is real facts). DPZ also has secured a long time ago a linear manufacturing process. They own the wheet, the tomatoes, the dairy. Eat a slice of cheese and dominos has touched the product from soil to toilet. The "discount" is not a loss of revenue, the discount is an opportunity to sell more profitable items. A lucrative coke deal or tison product pulls in cash. When inflation and recession hit pizza is always in the money. Not just now but all the way to Italy. It's cheap, easy, fast and made to order. DPZ is a discount right now. Don't forget that cheezy bread.
Why didn't you sell chipotle a month ago?
Because he does not have a crystal ball
@@underratedblastoise3908 Nothing has fundamentally changed in the past month with the company, so why wouldn't you take profits earlier, everyone knows stocks pump up to the split, perfect run up to get out
Probably because it was having a split run up.
Agreed on your assesment with salesforce, starbucks and dominos.
Alphabet seems to still be priced at a good forward pe - it feels like a buy
Wht are your thoughts on IWM?
Are we bullish on dinosaurs now?
I love dinosaurs, my wife was making fun of me a few days ago because I was on the phone with my brother, and we got side tracked on a conversation about dinosaurs for like an hour.
A good book on the subject for people interested in the subject: "the rise and fall of the dinosaurs" by Steve Brusatte.
I personally find bulls rather dinosaurish.
@@JosephCarlsonShow If you like Dinosaurs, you should get chickens! they're amazing to watch!
@@JosephCarlsonShow Sounds like u need a trip to the Tyrell museum in Drumheller Canada..One of the most prolific Dino museums on the planet.. Was just there about 3 weeks ago.. Blows my mind every time..
I like collecting fossils and shark teeth and such. Seems like thezmy are likely to hold some value anyway@@JosephCarlsonShow
Why are wallet changes not reflected in the Dividend Portfolio link?
Thought Netflix was going to stop reporting subscriber growth. I guess they meant only if it’s poor.
They stop the start of 2025.
Netflix has no offerings to watch. Nothing makes sense anymore...
@@AlenAbdulastranger things and and emily in Paris are cooking. True that the Last few months have been slow
When I like Netflix content, I buy. When I see nothing I like, I sell. This strategy has worked out very well for me.
Agree, I see a strong shift away from "convenient food" like CMG, MCD, etc. because of the prices. We used to HAVE to eat their because of our income, but now they are so expensive it doesn't make sense. I see a huge shift to groceries to save money + a move to Finer Dining: People will CHOOSE WHERE to go out to dinner, instead of just doing it 3/4x week based on convivence/price. They will aim for more QUALITY establishments, sit downs.
_"That's right. He literally bought a real dinosaur."_
Now there's a line one does not hear often.
Why does everyone justify overpriced stocks by comparing the S&Ps current PE to the companys forward PE? I am sorry but this is not a fair comparison. Your recent stock suggestion Booking Holdings Inc is very expensive for a company with very little moat.
Two niches industry nobody talks about are Waste Management and Water... These industries will only get more relevant. A deep dive would be interesting.
Why does the link in bio say you invest 14% of portfolio in vici, but the video shows 8% target and only 5% actual. Do you actually invest in vici anymore?
yes, but chipotle is now giving you HALF the size size bowls than they used to six months ago.
The bowl is LITERALLY well LESS than the line on the bowl they used to give.
That makes me believe their stock isn't REALLY doing as well as investors THINK it is doing
I sold because now it is over valued, to real world
And of course a "split" does NOT mean the stock is well valued. It's to put it into a selling range. And since fractional shares are now common, that doesn't matter near as much as it used to
Hi Joseph,
Always enjoy your content. I was wondering if you could do a video on yield on cost for dividends. How starting yield isn't as important as dividend growth. For example one of my holding Progressive has a yield of 1.4% but my yield on cost is 7.45%. keep up the good work.
❤❤❤❤❤Joseph, I thought you sold UNP and CMG but it’s still on your portfolio watch list😉
@JosephCarlsonShow just curious why you put Booking in the consumer category and not in the Tech one. They're a tech company after all
Good to see you're still at it. It's a shame to see how many bots are flooding your comments. CZcams needs to assist their creators better.
Can you please share your entry points and stop losses. Asking for a friend.
I live on the "Jurrassic Coast" in England. Ken Griffin could have some of the ammonites that I have collected for a small fee!
Now that Joseph sold Chipotle. It’s time to buy.
Chipotle gonna dump 30% due to high valuation and hate by social media.
@@mario3454 wtf😂
Good call on CMG
Agree with the sell of cmg. I opened a small short position last week
I feel so out of place here. People talking about their multimillion-dollar portfolios, and I am here with my paltry 10K portfolio lol.
Joseph, do you use the call/put options to sell when it hits a certain price? Please comment. Thanks!
Awesome. I personally loved this pull back. Picked up some more shares. Wonder what you think of longer term bond funds at this point, with rates potentially coming down? Been debating TLH.
What shares did you top up on? I topped on coin as i tracks btc price and I’m guessing btc increases significantly across h2. Thanks 🙏
This was educative as always. But the palaeontology was awesome
@Joseph. I liked your video about dollar cost averaging through highs and lows in the stock market. Is this an example of a time when it could be a potentially good time to buy stocks when they’re anywhere from 5 to 10% down?
Do you have covered calls OTM or ITM on your stocks?
Why is Netflix going to stop releasing information on the number of subscribers starting 2025?
Netflix 4k is £18/m in the UK, compared to £9 for Prime. What a joke. Netflix clearly needs to rethink their 4k streaming prices or they will be fast fooding (price hiking) themselves out of customers.
Does prime in the UK have a lot better content? Netflix content blows away anything on Amazon prime in the United States. I would never pay for prime if it didn't come with the shipping I'm the reason they're streaming service is popular in my opinion is because it comes with the shipping service.
@@cguy2guy511 think it's £12 with shipping. The content is much the same in my opinion, although maybe that's changed in the last year or two. Think they are probably fairly close in terms of 4k content (which is mainly what I care about)
Any thoughts on ISRG?
I have a question I’m still trying to learn, what is a FWD PE and how is it calculated?
Stock price ÷ Next year's expected earnings per share
ABNB seems to have less debt and better free cash flow any reason you aren’t interested or favor BKNG just curious obv BKNG is a great stock just wondering why over ABNB
What do you think about ETF’s following the RUT? Now that FED rates have been fallen?
I have a question. How did you start out man? Like what was your initial investment in general cause man your motivation
Look at his 1st video
He’s document his whole journey. It’s wild to think I started watching when is portfolio was at 25k.
don't forget he regularly adds a metric ship-ton of earned cash.
I bought some Nasdaq today. Nice drops. Will buy more if it drops further.
Can you talk a little bit about your industrial holdings and your thesis for those?
Not to fear monger anyone. Do you think it’s a good idea to invest in a travel company when so many anticipate a recession? Luxuries are the first thing to go down.
It would be helpful if you compared your portfolio’s return with the S&P 500. Your positions are green, but “being in the green” is relative. Using the S&P 500 as a benchmark would eliminate that relativity entirely
Was hoping to hear a bit more about Domino's - anytime an earnings call is mixed it always smells like opportunity. Just looking at the technicals, the 13% drop looks overblown - puts the P/E at the bottom of the range for the last 10 years. The current stock price was first reached by Domino's about 4 years go, so the price drop is essentially saying Domino's hasn't increased in value over that time. And that's really saying something considering they do share buybacks and generally increased revenue, net income, etc. I seem to recall they did meet earnings expectations, so I'll need to dig into the report and guidance some more. But this is feeling like a buying opportunity as an overreaction.
Netflix numbers are actually not looking that good. They almost doubled their expected subscriber number but revenue and EPS is only up slightly. They have guided down for next quarter. They are adding "cheap" subscribers from developing countries in Asia and Africa. They have used all their pricing power in NA. Not much ammo left now. It isn't a growth company anymore. It will be steady boring stock. I don't expect it to fall but its not going to double in next 5 years
I think the only big opportunity left for Netflix is live sports. If they can license a good amount of popular sports, they might get another significant boost and have more pricing leverage. But otherwise I agree with you, that lemon is just about squeezed.
They are projected to grow 15% in revenue this year. That's a lot of growth for a not growth company.
Are you just a perma bull? I guess if the stock market goes up then Perma Bulls are always right, but this feels like a crash coming, hopefully there's a V recovery as it's time to sell for me
keep wondering why you dont use options to buy or sell position....
I would really like to see you make a video about the semiconductor industry and its stocks now that they started trading down.
How do you have such a high margin percentage? I am only allowed to borrow 45% of my portfolio value from m1 down from 50%...
I honestly am not sure. I think what it is is the 45% comes at the margin interest rate and the rest comes with a higher loan interest rate.
I really have no clue though as I’ve never actually used margin in this portfolio.
Hi Joseph, I'm from Argentina and love your content. I tried to test Qualtrim before join to your Patreon, when I search for a company it's doesn't load. could it be a geoblocking in the platform if I'm not in the US?
Check on the menu if it says "active", if not, hit the subscribe button there and connect your patreon account to it. That should fix the issue. If that doesn't work just send me a message on Patreon through direct message and I can get to it. I check messages every night.
I thought Trump was the one who said he will stop Taiwan semiconductors
Just putting it out there...
1st channel: stocks
2nd channel: stocks
3rd channel: 🦕🦕🌎
In the UK Domino's pizza is STUPIDLY expensive. £24 for a pizza just about big enough to feed two is ridiculous. I can feed four with a Chinese meal for less than that.
Maybe they should ditch the nonsense special deals and price their food properly.
I ended up selling the SPGI I bought in my IRA. In at 363.25 and out at 497.02. Hoping to get back in if we get a pullback. Valuation was getting too heated for me. 37% in 10 months is not bad. I do believe in all the same fundamentals of the company but not willing to just stay at any price. Great work introducing me into it. We are going to be partners for a long time.
Hasn’t really dropped much, wait it out
The Starbucks issue is not just because of high prices. It was also pushback due to their stances on geopolitical issues.
Great video!!! You sound happier & more positive (I hope you are... you're too young to waste time in low vibe energy!!) Good info & happy you are not selling big tech ( Neither am I long term it will always do well imo been in co's like Apple for a decade & never sold one share & def happy i chose to do that.)..I love Netflix .. Loved John Mulaney's "Everyone is in LA a" ALOT!!! but i do wish they would put out more great content.. another Ozark level show?!! .. new standups etc.. well that kinda thing. I have been watching "The Bear" a GREAT show on hulu ? only because I've watched everything on Netflix i think?? Anyway i cannot think of one thing bad to say about Netflix and do not want to live w/o it.. but i really wish they would produce some more great shows.. Hey maybe they are & idk because they aren't the kind of things i like>> who knows?? Great co BEST channel & they will do just fine !!
Been buying as big tech goes down as i hold for the long term
What website to invest does he use?
For a restaurant, CAVA is a good option. Chipotle food is full of sodium and other bad things and not very healthy. But Cava’s stock is also down. Just because you sold chipotle that doesn’t mean the stock stinks. market
Cava food is good but omg so damn expensive!
Starbucks is not down due to high prices, they have always had higher prices. They are down because of their political standpoints and boycotts against them by a portion of their consumers. As an investor it's good to stay in the know on what trends are happening with companies.
Portfolio you shared which broker you use? Its very nice
M1 finance
@@1lllllllll1 its in canada? Canadian can open ac?
Is CRM on the DGI portfolio? I don't see it! Also Chipotle is still showing up.. I'm confused
Yes he do
Still own CRM, don't own Chipotle. I need to get the links in the description updated.
Ok got it @JosephCarlsonShow
@@JosephCarlsonShow Oh when did you sell chipotle
He sells CMG as I consider buying it on the low, lol. As he bought bking at an all time high without considering anything but fundamental analysis, I would say his technical analysis is dirt. Do your own research before buying
You believe in the power of the burrito ? 🌯
Did you get better results past 5 years?
Did he not realise the dinosaur was dead?
Hi @josephCarlsonShow - Great Vid as always! Are VISA not sticking out to you in your dip-finder? I see their recent dip as a perfect entry in a compunding machine.
So if most companies that are in a growth ETF are at elevated valuations. Is it a good idea to invest in a growth ETF right now?
what trading platform do you use?
Options