80% equities 20% crash. I plan to take advantage of the next market downturn where s&p 500 will drop below 15%, the issue is how to allocate stock/bond ratio properly for steady gains, yet the indicators are playing a trick on us with ongoing economy turmoil.
True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good strategy to plan for uncertain times ever since the covid-19 pandemic crash, thus I engaged the services of a true market strategist. That has helped rejuvenate my $700k portfolio, boosting its performance over 240% as of today.
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.
Although nothing significant, I have been purchasing various equities since the start of the year. Why am I handling this so badly? I am motivated to become the first member of my polygamous family to reach the million dollar threshold, though, because others in the same field are making six figures writing articles. I understand full well that it costs money to work harder to make more money.
You really don't have the experience to profit in a down market, even if you're not doing anything wrong. The only people who stand to gain a great deal in these dangerous times are highly experienced professionals who had to have seen the 2008 catastrophe.
It's true that a lot of individuals minimize the importance of financial experts until they start to feel hurt emotionally. I still distinctly recall requiring encouragement to keep my business going during a drawn-out divorce. I conducted research on licensed financial organizations, often known as investment firms, a few summers ago. Thankfully, I discovered a reputable company that provided me with invaluable assistance in augmenting my reserve. Despite inflation, my reserve has grown from $300,000 to an incredible $2 million since then.
notable expansion Please let us know the name of the business that is helping you. I've heard a little bit about investment businesses that match trades in your trading account rather than just paying the broker; is this the situation you're in?
Timing the market is impossible, rarely if at all you’ll gain. Saying that I feel like the scores should not be checkbox for bull or bear - instead scores of 1-10 for both bear and bull on each category. None of those criteria’s are black or white - so account for that.
Yeah but you have to remember we are fighting a losing battle. Prices on most items are up at least 4 fold in the last 25 years so if you made 400 percent in the last 25 years your doing great but most people average around 4 percent per year growth so that would only be 100 percent and thats a lot of it being that most of us put in a little at a time so your average dollar may not have been in the market even half the time given wage growth has mostly grown towards the end of this investment term.
Jimmy I am really glad to have you back. I love your thorough analysis. Thus said I feel you did not address the 2000 pound gorilla in the room. All of the fiscal spending pumping liquidity into the market. This is why the real estate and stock prices are still so high and why the inverted yield curve and recession has been kicked down the road. Also, the huge government debt and interest payments should have been addressed to get a good picture of the health of our economy. As per stock sectors yo look at, I hope you start diving into high FCF emerging market companies Cheers! Nathan
if the 90 day delinquency and unemplyment rise then the bears will pull ahead you have to keep in mind leading and lagging indicators, so in my opinion it is touch and go what will happen over the next 6 months. As for stocks CVS and Sbux would be good ones to look at just now.
@@BenJune09 That's a valid concern for Nike. If the stock fell in half after buying, I'd keep buying and lower my average cost. The brand is strong enough to perform well in the markets it would be welcome in. I don't think Adobe has that as an issue.
Would love to see your valuation of Walgreens Boots Alliance, it has been beaten up over the last few years, and although they have reduced their dividend, it is still a good one. Could investing in this stock be a really good long term play, or do you think a recovery is off the cards?
Over the past five years, there has been a 44% decrease in free cash flow, while the price has only experienced a 17% decline. This suggests that there may be further downward potential for the price.
It is hard to time or predict the market. It is easy to invest a low cost tracker fund over time or buying sensible priced assets with decent growth prospects.
During my investing I'm choosing the best company from each sector. I just assume that the price of the companies converges to the average so I'm buying them when their price is below their 5 year price determined by linear regression & 10-month simple moving average. My sell point is when either the company isn't top 1 anymore, or their price is too high - just watching a median d deviation from the mean price. I prefer EU market because I got more dividends from it and also I live in the Netherlands. Anyway, I like to watch your channel, unfortunately you h haven't been here for aw while but I hope you'll place new clips more frequently that I'm the last year. Good luck with your investing plan. 👍
Hi Jimmy, I suggest that you make a tutorial video on your website ... on its features, how to use it, which stocks it covers, etc. It will be useful for people who are interested
This is true if you're contributing small amounts regularly. If you have a large sum to invest it's still statistically a bad idea to even DCA vs investing it all. But damn, if you throw in a large sum of money right before a crash, it will feel like the worst decision you ever made.
@@frankyu6984 Statistically DVA is a bad idea only if you have the TIME and ABILITY (financial, psychological) to not sell for prolonged periods of time. And even that is not true for many markets (Japan NIKKEI for 30 years, Austria, Spain, France stock indexes....). I can be better or much much worse for individual stocks where you go to zero or near zero even in the long-long-term horizon.
Well theirs always bonds if you don't like how the market is looking and want to just park your cash while you wait why would you buy when things are very expensive
Warren Buffet says he is waiting for a good deal and doesnt see any right now. Best investor ever. Has over 160 billion waiting and you are given out this advice about when to invest. I would say buy low and sell high. Not never wait and buy at all time highs...
It seems most of these videos usually come out fairly even. But it also seems like there is a different mix of indicators used in various videos. It would be awesome to choose a relevant set of indicators and use the same ones in every video.
I like this and I'm glad you're back but is it fair to give every component the same weight? What if, say, for Consumer Confidence, you gave 2 Bulls or Bears, and for something else you gave one, then 3 for another, etc?
You gotta look at ELF. They are down 20% off highs. Then gave great earnings and guidance in their last report. Stock went down with the entire sector after ULTA said they see a slow down in sales. However they are seeing this slow down because they are losing market share to ELF. As inflation has increased people have moved to lesser cost products and right now it’s about ELF. “Skin Care” is blowing up among young adults, trending with high schoolers and middle schoolers, and even spilling into elementary grade levels. They smashed their last repot and are going to do it again. Would love to hear your take on this
couldn't we say that higher home prices, increase the tax burden, and higher insurance premiums? Also 1st time home buyers who actually would spend money buying nicer newer appliances/upgrades for person use and not renters. less home owners also means less furniture and other goods that people in a apartment just aren't going to buy. My personal opinion, we need to reassess that housing indicator and maybe manufacturing to some extent. people in apartments buy less, need less, and are less committed to consumption. As, rents keep climbing forcing higher rotation rates in renters. this changes the psychology from a live now and enjoy life, to a don't spend anything prepare for higher rent, or be ready to look for a new place to live.
Who mentioned the website. I didn't hear any mention of it, although it is the best I have seen in terms of visuals for simply analyzing relevant statistics.
Very rudimentary explanation of inflation. Everyone makes this mistake. It is NOT directly tied to interest rates solely. Supply/demand, money supply, equity markets, and wages need to be considered.
Fair point, you’re 100% correct that inflation is tied to many more things than just interest rates. I probably should have gone a bit more in depth. Next time I’ll find some charts on money supply and a few others as well to help explain things a bit better 👍
@LearntoInvest It would definitely help paint a better picture. I'm a fan of looking at Vegas, restaurants, and strip joints. If people are playing and going out it's a great sign. MGM, Redrock, Wynn, and PLAY (Dave and Busters) look like they all did well in q4. My wife works at a wine bistro and they are as busy as ever.
@@LearntoInvest a little but more so a frame rate issue that might be due to using either green screen to get your solid white background . But the shot looks a little low tech in terms of quality.
Wage growth has not kept up with inflation also wage growth is not balanced meaning lots of employers dont participate . Also taxes have risen from bidenomics which overthrows any wage growth. Personal ebitda could be lower buying power
There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire
You should know it's easy and hard to make that much profit. I say EASY because it's very possible to make that much, and Hard because you'll need professional assistance to do it, I'd suggest you get assisted by a market advisor.
80% equities 20% crash. I plan to take advantage of the next market downturn where s&p 500 will drop below 15%, the issue is how to allocate stock/bond ratio properly for steady gains, yet the indicators are playing a trick on us with ongoing economy turmoil.
avoid the hype, my best suggestion is to consider advisory management
True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good strategy to plan for uncertain times ever since the covid-19 pandemic crash, thus I engaged the services of a true market strategist. That has helped rejuvenate my $700k portfolio, boosting its performance over 240% as of today.
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.
referral please ....
Her name is “Vivian Carol Gioia” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I liked the video before I even started watching it because I'm happy Jimmy is back.
Same
Although nothing significant, I have been purchasing various equities since the start of the year. Why am I handling this so badly? I am motivated to become the first member of my polygamous family to reach the million dollar threshold, though, because others in the same field are making six figures writing articles. I understand full well that it costs money to work harder to make more money.
My expanding tech portfolio was totally destroyed within a year, and I went through the same thing.
My expanding tech portfolio was totally destroyed within a year, and I went through the same thing.
You really don't have the experience to profit in a down market, even if you're not doing anything wrong. The only people who stand to gain a great deal in these dangerous times are highly experienced professionals who had to have seen the 2008 catastrophe.
It's true that a lot of individuals minimize the importance of financial experts until they start to feel hurt emotionally. I still distinctly recall requiring encouragement to keep my business going during a drawn-out divorce. I conducted research on licensed financial organizations, often known as investment firms, a few summers ago. Thankfully, I discovered a reputable company that provided me with invaluable assistance in augmenting my reserve. Despite inflation, my reserve has grown from $300,000 to an incredible $2 million since then.
notable expansion Please let us know the name of the business that is helping you. I've heard a little bit about investment businesses that match trades in your trading account rather than just paying the broker; is this the situation you're in?
Positive Jimmy that’s why I started watching him 6 years ago. Nice to have you back my guy
my bud Jimmy is back!!! Yay.
Back to route traffic to his paid service.
Timing the market is impossible, rarely if at all you’ll gain. Saying that I feel like the scores should not be checkbox for bull or bear - instead scores of 1-10 for both bear and bull on each category. None of those criteria’s are black or white - so account for that.
My three favorite channels: Learn to Invest - Investors Grow, Stock Brotha, & How Money Works. Make my week complete! 🔥 🔥 🔥
Time in the market beats timing the market. Dca
Yeah but you have to remember we are fighting a losing battle. Prices on most items are up at least 4 fold in the last 25 years so if you made 400 percent in the last 25 years your doing great but most people average around 4 percent per year growth so that would only be 100 percent and thats a lot of it being that most of us put in a little at a time so your average dollar may not have been in the market even half the time given wage growth has mostly grown towards the end of this investment term.
NKE, SBUX, Some Reits: O, VICI
6:18 - "...for the US ecomedy..." - RIP Jimmy with that kind of mistake...🤣
I just rewatched it, lol, you’re right!!!!😬😬😬😬😬
Hey Jimmy, these are some if the stocks I've covered on my channel that I think are on sale, since you asked for suggestions!
$TAP
$BUD
$CMCSA
$KHC
Jimmy
I am really glad to have you back. I love your thorough analysis.
Thus said I feel you did not address the 2000 pound gorilla in the room.
All of the fiscal spending pumping liquidity into the market. This is why the real estate and stock prices are still so high and why the inverted yield curve and recession has been kicked down the road.
Also, the huge government debt and interest payments should have been addressed to get a good picture of the health of our economy.
As per stock sectors yo look at, I hope you start diving into high FCF emerging market companies
Cheers!
Nathan
Valid points, Jimmy. We appreciate your perspective. Mine personally, is bearish (rural,union labor, industrial products) background.
if the 90 day delinquency and unemplyment rise then the bears will pull ahead you have to keep in mind leading and lagging indicators, so in my opinion it is touch and go what will happen over the next 6 months. As for stocks CVS and Sbux would be good ones to look at just now.
Thank God Jimmy is alive .
Hope you are doing better Jimmy and life is going good for you now , you where missed
I want to know why the unexpected aspects of the data have turned out this way. Like the high homing sales prices.
Nike and Adobe are both quality stocks going cheap at the moment.
ABEV is cheap too.
No thank you to any stock dependent on China for their earnings...I personally sold out of SBUX and NKE for this reason.
@@BenJune09 That's a valid concern for Nike. If the stock fell in half after buying, I'd keep buying and lower my average cost. The brand is strong enough to perform well in the markets it would be welcome in. I don't think Adobe has that as an issue.
Boeing is my current favorite dumpster fire of an under valued stock.
Stocks to research: SBUX, CVS, MPW, V, CMG (they're splitting soon, right?).
I hope we keep getting videos. Your opinions are some of the few I trust online. Please keep making content!
IBM, Chevron, Lucid
Would love to see your valuation of Walgreens Boots Alliance, it has been beaten up over the last few years, and although they have reduced their dividend, it is still a good one. Could investing in this stock be a really good long term play, or do you think a recovery is off the cards?
Over the past five years, there has been a 44% decrease in free cash flow, while the price has only experienced a 17% decline. This suggests that there may be further downward potential for the price.
glad you brought these back! Keep the videos coming.
It is hard to time or predict the market. It is easy to invest a low cost tracker fund over time or buying sensible priced assets with decent growth prospects.
Please research PFE Pfeizer Jimmy
Pfizer please, especially the takeover of seagen
Please research CAVA and META
CVS
During my investing I'm choosing the best company from each sector. I just assume that the price of the companies converges to the average so I'm buying them when their price is below their 5 year price determined by linear regression & 10-month simple moving average.
My sell point is when either the company isn't top 1 anymore, or their price is too high - just watching a median d deviation from the mean price.
I prefer EU market because I got more dividends from it and also I live in the Netherlands.
Anyway, I like to watch your channel, unfortunately you h haven't been here for aw while but I hope you'll place new clips more frequently that I'm the last year.
Good luck with your investing plan. 👍
It would be great if you did a video on CEG.
I'd appreciate it if you could analyze Starbucks.
Great video and great to hear that you are planing to analyze more companies. My suggestions are: Adobe, Applied Materials and Lululemon
Having Jimmy back.....Priceless
Hee Jimmy, what do you think about ULTA stock. Seems undervalued at these levels.
Can you do CVS?
Sprouts Farmers Market, Tyson Food, Dollar General.
How about your opinion on SBUX
I love this channel. Jimmy explains things so well!
Let’s do a video to demonstrate all the features of the news website
welcome back Jimmy, and bad Jimmy for being missing for so long.
STARBUCKS and ULTA would be some great options for you to discuss
Sir, I love your analyses. You have a new convert here!
I love these videos! Nice to have you back Jimmy!
What are your thoughts about the "warren baffett indicator" as a sign of overvaluation?
Glad to have you back! Regards from Argentina!!
Hello Jimmy! 👋. Thanks for making another informative video! 🐻 🐂
Hi Jimmy,
I suggest that you make a tutorial video on your website ... on its features, how to use it, which stocks it covers, etc.
It will be useful for people who are interested
Never wait. Waiting is timing the market and that’s always the worst decision
This is true if you're contributing small amounts regularly. If you have a large sum to invest it's still statistically a bad idea to even DCA vs investing it all. But damn, if you throw in a large sum of money right before a crash, it will feel like the worst decision you ever made.
@@frankyu6984 Statistically DVA is a bad idea only if you have the TIME and ABILITY (financial, psychological) to not sell for prolonged periods of time. And even that is not true for many markets (Japan NIKKEI for 30 years, Austria, Spain, France stock indexes....). I can be better or much much worse for individual stocks where you go to zero or near zero even in the long-long-term horizon.
Well theirs always bonds if you don't like how the market is looking and want to just park your cash while you wait why would you buy when things are very expensive
Warren Buffet says he is waiting for a good deal and doesnt see any right now. Best investor ever. Has over 160 billion waiting and you are given out this advice about when to invest. I would say buy low and sell high. Not never wait and buy at all time highs...
Yes. But buying the index at any price is a bad idea as well. I would buy undervalued assets if I got fresh money to invest
Great work! Cisco, SBUX, NNDM, AITX, please
Hey Jimmy thanks for the video! How long of a payback period do you look for?
Can you review the company SYM
Hi Jimmy, would love to get your take on the magnificent 7 in your future videos!
Thoughts about MSCI??
Nice to see you making videos again
It seems most of these videos usually come out fairly even. But it also seems like there is a different mix of indicators used in various videos. It would be awesome to choose a relevant set of indicators and use the same ones in every video.
Favorite line I heard today: "Hi, I'm Jimmy."
I like this and I'm glad you're back but is it fair to give every component the same weight? What if, say, for Consumer Confidence, you gave 2 Bulls or Bears, and for something else you gave one, then 3 for another, etc?
BTW,,, welcome back
You gotta look at ELF. They are down 20% off highs. Then gave great earnings and guidance in their last report.
Stock went down with the entire sector after ULTA said they see a slow down in sales. However they are seeing this slow down because they are losing market share to ELF. As inflation has increased people have moved to lesser cost products and right now it’s about ELF. “Skin Care” is blowing up among young adults, trending with high schoolers and middle schoolers, and even spilling into elementary grade levels. They smashed their last repot and are going to do it again.
Would love to hear your take on this
can you do cvs please?
Welcome Back!!!
CVS please
The 10 year indicates a drop and the wars also sway towards the bears. I got it even or bears by 1.
couldn't we say that higher home prices, increase the tax burden, and higher insurance premiums? Also 1st time home buyers who actually would spend money buying nicer newer appliances/upgrades for person use and not renters. less home owners also means less furniture and other goods that people in a apartment just aren't going to buy. My personal opinion, we need to reassess that housing indicator and maybe manufacturing to some extent. people in apartments buy less, need less, and are less committed to consumption. As, rents keep climbing forcing higher rotation rates in renters. this changes the psychology from a live now and enjoy life, to a don't spend anything prepare for higher rent, or be ready to look for a new place to live.
Thanks, Jimmy. Great vid
You da man Jimmy
Invest now and when it crashes, buy buy buy.
REIT sector is massively undervalued. About a dozen amazing opportunities.
Thanks Jimmy!
Finally back....
Welcome Back Brother, missed your video’s
Wowzers! We need you back Jimmy!
Jimmy, we need you back...this was very insightful, forget about your damn website🤣
Who mentioned the website. I didn't hear any mention of it, although it is the best I have seen in terms of visuals for simply analyzing relevant statistics.
Hi, Jimmy. It's a great video! Thank you for sharing your thought. I appreciate it.
love your analyses thank you
is the traditional energy sector undervalued?
did he sell intel at the highs??
Analysis of the company Nike
could you take a look at PLTR? Thank you in advance!
Interesting, but these factors are not weighted evenly and looking at them individually may lead to inaccurate assumptions by your viewers.
This is very helpful
Glad to see you back Jimmy
Ulta plz
Amazon is the trendy pick these days. What does the analysis say?
JIMMY
JIMMMMYYYYYYY
Just the video I needed
Hi Im Jimmy
Very rudimentary explanation of inflation. Everyone makes this mistake. It is NOT directly tied to interest rates solely. Supply/demand, money supply, equity markets, and wages need to be considered.
Fair point, you’re 100% correct that inflation is tied to many more things than just interest rates. I probably should have gone a bit more in depth. Next time I’ll find some charts on money supply and a few others as well to help explain things a bit better 👍
@LearntoInvest It would definitely help paint a better picture. I'm a fan of looking at Vegas, restaurants, and strip joints. If people are playing and going out it's a great sign. MGM, Redrock, Wynn, and PLAY (Dave and Busters) look like they all did well in q4. My wife works at a wine bistro and they are as busy as ever.
Jimmy i gotta say i bought CVS on your recommendation years ago when you did an analysis on it. It literally destroyed my account
Love Jimmy but wish he'd get a new video camera.
I appreciate the kind words! And what are your thoughts on the camera? Was it blurry?
@@LearntoInvest a little but more so a frame rate issue that might be due to using either green screen to get your solid white background . But the shot looks a little low tech in terms of quality.
what could be my safest buys with $100k to outperform the market ?
@@SeanJohns-ze8ie Wym recovery it’s so high and been at it’s all time high for a while now
Wage growth has not kept up with inflation also wage growth is not balanced meaning lots of employers dont participate . Also taxes have risen from bidenomics which overthrows any wage growth. Personal ebitda could be lower buying power
There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire
You should know it's easy and hard to make that much profit. I say EASY because it's very possible to make that much, and Hard because you'll need professional assistance to do it, I'd suggest you get assisted by a market advisor.
Corporate debt refinancing will be happening within the next 6-12 months--smaller companies and banks may just beginning to suffer
needs a better visual to make your points, replace the bear bull icons in that summary table pls, looks a bit confusing.
👍👍
lol 5 of the last 4 ?
Alphabeth
ICAD- AI breast cancer detection, 91% margin, big partners in the space.
Crox