Nathan Winklepleck, CFA
Nathan Winklepleck, CFA
  • Видео 245
  • Просмотров 2 548 385
How to Pay $0 Taxes in Retirement
In this video, we'll explore the surprising benefits of a taxable account in retirement. The humble Joint or Individual account can take your retirement to the next level... if you use it strategically.
☕️ Watch the June 2024 update for the Coffee Can portfolio performance here: www.patreon.com/posts/june-2024-coffee-105786650
🚀 Get my $189 Course... for FREE
Deep dive with Nathan into the key mindsets shaping the world of successful investors. All Patreon supporters get access to my course as a THANK YOU for your financial support of my work.
Sign up here and get it delivered to your inbox in minutes: www.patreon.com/nathanwinklepleck.
This 4-hour course dives into:
- The secret behind an $8 ...
Просмотров: 2 214

Видео

Backtesting Jeff Bezos' #1 Metric [2003-2024]
Просмотров 2,9 тыс.2 месяца назад
Jeff Bezos used this financial metric to take Amazon from $0.09 per share to over $180 . What is it? In this video, we'll talk about it... Sign up for Patreon here: www.patreon.com/nathanwinklepleck. We do monthly member-only content (up to 85 videos now) and add some extra goodies to public RUclips videos if you want to go deeper. This helps me offset my $750/month research budget for this cha...
Is Nvidia (NVDA) a Buy at $940?
Просмотров 79 тыс.3 месяца назад
Is $NVDA still a good buy, even after a 2,000% return in 5 years? In today's video, we'll answer a question from @TechPeeves asking for a deep dive into the stock. Clearly, there are a lot of strong opinions on NVDA. Let me clarify a few common comments that I’m seeing: 1. “You can’t use dividends to value a growth stock.” Again, following the logic of John Burr Williams, a business is worth wh...
83 Days, 0 Purchases: My Science-Based Strategy for Meaningful Spending
Просмотров 4,9 тыс.3 месяца назад
Over the last 83 days, I stopped buying things. Here's what I've learned (so far) and why I think you could be happier to do the same... 00:00 - An Interesting Idea… 01:07 - 9 Science-Based Costs of Stuff 7:30 - The G.U.M. Strategy for Meaningful Spending I don't often accept sponsors on my channel unless I actually use and enjoy their product. In this case, I definitely did. (Although, I do re...
Does "buy low" actually work? Let's find out... [2003-2024]
Просмотров 18 тыс.5 месяцев назад
What happens when you buy the worst 10 performers from the prior year and hold them for the following year? In this video, I run a backtest from 2003 to 2024 to find out. If you find value in my content, consider supporting me on Patreon: www.patreon.com/nathanwinklepleck. Your financial support helps me offset research expenses and level up my content! 🧪 BACKTESTING SOFTWARE (35-DAY TRIAL): w...
I bought the top 10 stocks every year since 2003. Here's what happened... 🚀
Просмотров 40 тыс.5 месяцев назад
What happens when you buy the top 10 performers from the prior year and hold them for the following year? In this video, I run a backtest from 2003 to 2024 to find out. If you find value in my content, consider supporting me on Patreon: www.patreon.com/nathanwinklepleck. Your financial support helps me offset research expenses and level up my content! 💲 PATREON SUPPORTERS: 🔗 Backtest transacti...
If you invested like Charlie Munger in 2003, this would have happened...
Просмотров 212 тыс.6 месяцев назад
Charlie Munger's 18% ROIC mental model changed Warren Buffett's thinking. (Not easy to do!) This rule is responsible much of Berkshire Hathaway's success. In this video, we look at the #1 thing I learned from Charlie Munger and backtest the 18% vs. 6% ROIC strategy from 2003-2023. If you find value in my content, consider supporting me on Patreon: www.patreon.com/nathanwinklepleck. Your financ...
Retirement or College: Which to save for first?
Просмотров 1,4 тыс.6 месяцев назад
Should you pay for your kids' college or save more for retirement? It's a conundrum most parents will face. Here is a unique solution to the problem, which can help you do both at the same time... THANK YOU SUPPORTERS! 🚀 Sign up for my Patreon by year-end 2023 and get my 4-hour e-course: "The Financial Freedom Formula" for FREE! Click here: www.patreon.com/nathanwinklepleck/ "The course is outs...
The Fed is Making a Big Mistake...
Просмотров 3 тыс.8 месяцев назад
October 2023 CPI was released this week, showing 3.7% year-over-year and a surprisingly high 0.4% month-over-month. That annualizes to over 4%. Is inflation really rising? If so, what does it mean for the economy and Fed policy? 00:00 - Intro 00:14 - October 2023 CPI Release 00:40 - The Calculation is Outdated 01:16 - A Deeper Dive into CPI 02:18 - Updating CPI Calculation 03:13 - Just Stop Alr...
Are Stocks a Buy? Here’s What the Last 63 Years Suggest…
Просмотров 7 тыс.8 месяцев назад
Is the S&P 500 undervalued or overvalued? In this video, I'll share my 5-factor 1960-2023 multiple regression model to estimate where the popular index should be trading in the context of a 4.8% 10-year yield. 00:00 - Intro 01:12 - December 2021 Forecast 01:46 - June 2022 Forecast 02:30 - September 2022 Forecast 02:43 - October 2023 Forecast 🚀 FREE 7-Day Mini Course: UNLOCK the 8 MINDSETS of FI...
Can the VIX Predict S&P 500 Returns? [1990-2023]
Просмотров 4,5 тыс.8 месяцев назад
Can you time the market with the VIX? I study it from 1990-2023. The results surprised me a bit. What do you think? Let me know in the comments down below! 00:00 - An Interesting Idea… 01:18 - What is the VIX? 02:36 - Results 04:50 - If you found this video helpful… 🚀 FREE 7-Day Mini Course: UNLOCK the 8 MINDSETS of FINANCIAL FREEDOM Deep dive with Nathan into the key mindsets shaping the world...
3 reasons why I'll NEVER pay off my mortgage... 🏡
Просмотров 5 тыс.9 месяцев назад
Should I pay off my mortgage early or invest? That's a question all homeowners ask at some point in their financial journey. In this video, I'm going to share three specific reasons why I personally LOVE having a mortgage payment... 00:00 - Introducing WhiteBoard Finance University 01:52 - “It’s personal.” -Deion Sanders 02:52 - Reason #1 06:51 - Reason #2 10:33 - Reason #3 🎓 WHITEBOARD FINANCE...
12 Investing LEGENDS Bought These Stocks in Q2 2023 📈
Просмотров 21 тыс.10 месяцев назад
What are these 12 super investors buying and selling? We'll look at the 13-F filings from Q2 2023 to find out what Warren Buffett, Bill Ackman, David Einhorn, Terry Smith, Monish Pabrai, David Tepper, Li Lu, and more are doing with their portfolios! 00:00 - Intro 00:25 - Bill Gates 00:53 - Seth Klarman 03:02 - Today’s Sponsor 04:00 - Monish Pabrai 05:16 - Li Lu 05:59 - David Tepper 08:22 - Davi...
Only 2 Dividend Aristocrats Remain... [Dividend Madness, Part V]
Просмотров 5 тыс.10 месяцев назад
Dividend Madness is back for the Final 4. Which of the 32 remaining of the original 64 stocks will survive? 📚 FREE 8-DAY MINI COURSE Get "The Financial Freedom Mindset" delivered right to your e-mail inbox each day for the next 8 days. Learn the key mindsets shared by many who have accumulated wealth from the $8 million janitor (Ronald Read) to Warren Buffett. Sign up here: eepurl.com/iw5dHY 📚 ...
How much cash should you hold in your investment portfolio?
Просмотров 13 тыс.Год назад
How much cash should you hold in your investment portfolio? Here are 3 reasons you should think twice before holding more cash. 📈 FOR MORE ON VALUATION, SIGN UP FOR MY COURSE - Value stocks like Warren Buffett (including how to calculate his "owner's earnings") - Calculate Peter Lynch's PE/G ratio - Benjamin Graham's famous formula for valuing growth stocks - John Burr Williams' dividend discou...
Most investors will make this mistake in 2023... and 2024... and 2025
Просмотров 27 тыс.Год назад
Most investors will make this mistake in 2023... and 2024... and 2025
The Top 4 Stocks with 25+ Years of Dividend Growth [Dividend Madness, Part IV]
Просмотров 6 тыс.Год назад
The Top 4 Stocks with 25 Years of Dividend Growth [Dividend Madness, Part IV]
QYLD for Early Retirement: A Genius Move or a Dangerous Gamble?
Просмотров 14 тыс.Год назад
QYLD for Early Retirement: A Genius Move or a Dangerous Gamble?
Dividend Madness, Part III: The Elite 8
Просмотров 5 тыс.Год назад
Dividend Madness, Part III: The Elite 8
Dogs of the Dow: A Simple Way to Beat $DIA? 🦮 📈
Просмотров 12 тыс.Год назад
Dogs of the Dow: A Simple Way to Beat $DIA? 🦮 📈
Beating the S&P 500 by 33%... with no trades [Coffee Can Q1 2023]
Просмотров 18 тыс.Год назад
Beating the S&P 500 by 33%... with no trades [Coffee Can Q1 2023]
32 dividend stocks remain... [Dividend Madness 2023, Part II]
Просмотров 3,7 тыс.Год назад
32 dividend stocks remain... [Dividend Madness 2023, Part II]
64 Dividend Aristocrats enter; only 1 will survive 💪 [Dividend Madness 2023, Part I]
Просмотров 6 тыс.Год назад
64 Dividend Aristocrats enter; only 1 will survive 💪 [Dividend Madness 2023, Part I]
$SIVB to $0... Could you have seen it coming?
Просмотров 5 тыс.Год назад
$SIVB to $0... Could you have seen it coming?
Warren Buffett's 2023 Annual Letter Take Aways (#11 was completely new to me!)
Просмотров 5 тыс.Год назад
Warren Buffett's 2023 Annual Letter Take Aways (#11 was completely new to me!)
How to Estimate Future Dividend Growth [Using $MMM as an Example]
Просмотров 4,4 тыс.Год назад
How to Estimate Future Dividend Growth [Using $MMM as an Example]
5x Returns with Half the Risk [1928-2023]
Просмотров 24 тыс.Год назад
5x Returns with Half the Risk [1928-2023]
This strategy only lost 💰 ONCE in 39 years (1973-2012) 🫢
Просмотров 147 тыс.Год назад
This strategy only lost 💰 ONCE in 39 years (1973-2012) 🫢
Do these 7 things for your brain (& make better investment decisions!) 🤔
Просмотров 2,7 тыс.Год назад
Do these 7 things for your brain (& make better investment decisions!) 🤔
7 Signs of a Dying Business [BBBY Case Study]
Просмотров 4,1 тыс.Год назад
7 Signs of a Dying Business [BBBY Case Study]

Комментарии

  • @kortyEdna825
    @kortyEdna825 18 часов назад

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

    • @Justinmeyer1000
      @Justinmeyer1000 18 часов назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • @carssimplified2195
      @carssimplified2195 18 часов назад

      Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 18 часов назад

      It appears that your investment advisor is highly skilled. Could you please let me know if you are still in contact with this advisor and, if so, how?

    • @carssimplified2195
      @carssimplified2195 18 часов назад

      She goes by ‘’Aileen Gertrude Tippy’’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 18 часов назад

      Thank you for sharing, I must say, Aileen’’ 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

  • @keithpopowski291
    @keithpopowski291 5 дней назад

    The guy asked for a screener for US and foreign. Does Zacks screen Australian stocks?

  • @alexmulo
    @alexmulo 5 дней назад

    Dear Nathan, this is a quite interesting video. Thanks for that. What database did you use to find out the top 10 companies for each year in the passt. To run the backtest, did you use your own script or did you use some platform?

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 2 дня назад

      Portfolio 123 use the link in the description if you’re interested! ;)

  • @BharanidharanMani-me2bj
    @BharanidharanMani-me2bj 7 дней назад

    If you get a chance, what do you think about PUTD from CBOE.

  • @EthanBrown_23
    @EthanBrown_23 9 дней назад

    Great Video. I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.

    • @ChristopherDavies_
      @ChristopherDavies_ 9 дней назад

      Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.

    • @JessicaThompson.
      @JessicaThompson. 9 дней назад

      Undeniably factual. Despite my absence of prior investing acumen, I ventured into investments pre-pandemic and managed to amass a profit of about $450k within that year. Essentially, I solely relied on professional counsel.

    • @EmilyMartinez.
      @EmilyMartinez. 9 дней назад

      Please who is this consultant ?

    • @JessicaThompson.
      @JessicaThompson. 9 дней назад

      'Laurelyn Gross Pohlmeier' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @tunnelvision3246
      @tunnelvision3246 9 дней назад

      I searched for her complete name on the internet and located her page. I then sent an email and scheduled a meeting to converse with her; now, I'm awaiting her response.

  • @fredericpayan6708
    @fredericpayan6708 10 дней назад

    DAILY moving average

  • @christopherpaul5
    @christopherpaul5 11 дней назад

    NVIDIA has some high standards to meet. This could completely alter the game. I've made enough growth stock investments, so at the moment I'm looking for short-term investments with significant dividend potential. Any recommendations?

    • @ScottArmstrong12
      @ScottArmstrong12 11 дней назад

      If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.

    • @KevinClarke9
      @KevinClarke9 11 дней назад

      I agree with you mate, I have found it takes someone who is very familiar with the market to make such good picks. so i reached out to one that appeared on CNBC news in 2020.

    • @geofferymichelle340
      @geofferymichelle340 11 дней назад

      I have not written this sort of comment before but from the your comment, I knew that you have good understanding of investing, How can one reach this advisor of yours?

    • @KevinClarke9
      @KevinClarke9 11 дней назад

      Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.

    • @geofferymichelle340
      @geofferymichelle340 11 дней назад

      I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

  • @KilgoreTroutAsf
    @KilgoreTroutAsf 14 дней назад

    AI is the future, and all the profits from AI in the next decade will go exclusively to NVIDIA as opposed to any of its competitors or the company who actually produces the chips.

  • @sryavuz
    @sryavuz 15 дней назад

    Why don't you share coffee can with us too? or SP500 P/E ratio video? Making some stuff exclusive also has downside for your public audience. Just saying... If you continue to create content only for your members/patreons, we might as well unsub.

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 13 дней назад

      RUclips pays very little unless you upload constantly. The only support I get is from Patreon, which offsets my $6,000 annual research subscription. Without that support, I might as well stop posting entirely.

  • @ShaferTV-ql6rl
    @ShaferTV-ql6rl 15 дней назад

    What if you didn't sell? And just bought the best stocks at the beginning of every year?

  • @danielscott1409
    @danielscott1409 17 дней назад

    Should compare to equal weight

  • @scopesieboy
    @scopesieboy 17 дней назад

    You are my maestro nathan!

  • @SledsandGear
    @SledsandGear 17 дней назад

    Don’t you need to have some taxable income for ACA tax credits?

    • @SledsandGear
      @SledsandGear 17 дней назад

      Seems like you are passing up very valuable tax credits on healthcare to save maybe a few thousand on federal income tax?

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 16 дней назад

      Not sure about that 🤔

  • @robinsonmertilus5232
    @robinsonmertilus5232 18 дней назад

    It would be interesting to incorporate a 6-12 month emergency fund, cash, to this. That way, if an unexpected cash need arises, you may not need to raid your brokerage account.

  • @michaelswami
    @michaelswami 18 дней назад

    Ahhh, you post far too few RUclips videos. I really enjoy your stuff.

  • @innerscorecard9433
    @innerscorecard9433 18 дней назад

    thanks! what hardware/ software are you using to write?

  • @horizontaldad
    @horizontaldad 18 дней назад

    Ouch! I've been retired for 8 years and have paid a higher percentage of tax than when I was working. However we did a good job of reducing our taxable income during the last 13 years of work as we built our retirement during that time with contributions to 401K , IRA and Spousal IRA. But now we are paying the Piper.

  • @gv3271
    @gv3271 18 дней назад

    Curious why you did not include social security benefit in this analysis?

  • @davidlavalle
    @davidlavalle 18 дней назад

    Thank you, Nathan. Always enjoy the content!

  • @InfoRanker
    @InfoRanker 18 дней назад

    Thank God President Trump doubled the standard deduction back in 2017 to help us regular folks out a bit.

  • @jonathankr
    @jonathankr 18 дней назад

    Do this for canadians please! Lol

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 18 дней назад

      O Canada 🇨🇦!!!

    • @Sylvan_dB
      @Sylvan_dB 18 дней назад

      @@NathanWinklepleckCFA Google is offering to translate to english your "O Canada" 😁 (Probably the maple leaf flag)

    • @birchlover3377
      @birchlover3377 18 дней назад

      ​@@Sylvan_dBhaha it "translates" it as just "Canada" 🙄

    • @awalton9024
      @awalton9024 13 дней назад

      @@Sylvan_dB I clicked on it the translation came up as "Hoser". 🤪

  • @Sylvan_dB
    @Sylvan_dB 18 дней назад

    Seems like they could have converted more and stayed at 0%. It might have been good to have done more as early as possible, since without congressional action the standard deduction is likely to halve in 2026 and the tax rate brackets to significantly increase. In general the future is unknowable, so do what you can, using what you know, when you can.

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 18 дней назад

      Yes, good point! Earlier would’ve been better and they could’ve converted more first, for sure.

  • @End_rick997
    @End_rick997 18 дней назад

    I'm new to trading, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 18 дней назад

      The reason you’re struggling: you’re trading. Don’t trade. Buy and hold quality stocks and/or ETFs as long as possible.

  • @kevinbuckley4231
    @kevinbuckley4231 18 дней назад

    Whoa, I learned a ton from that. I'm retired but my wife is not, so that $89k limit on LT gains was something I was unaware of. I was thinking of using dividend income, but now I need to investigate using LT gains instead.

    • @Sylvan_dB
      @Sylvan_dB 18 дней назад

      Qualified dividends are taxed the same as LT gains. Be aware that many high yield dividends will not be qualified.

    • @NathanWinklepleckCFA
      @NathanWinklepleckCFA 18 дней назад

      Yep, make sure they are qualified not ordinary income. Should be able to find that out on your statement. Dividends plus capital gains both the same.

  • @jackalopecraig
    @jackalopecraig 18 дней назад

    Thanks! I learned something. Appreciate you.

  • @wasbii22
    @wasbii22 18 дней назад

    Great video

  • @jasonsalmon9173
    @jasonsalmon9173 20 дней назад

    Great work, I think your right about FCF but would be interesting to know if it outperform earnings using the same metric?

  • @FrenchChefatYourHome
    @FrenchChefatYourHome 21 день назад

    Thanks man

  • @ShawkyShamy
    @ShawkyShamy 23 дня назад

    You have made a great point.

  • @DBrianAshby
    @DBrianAshby 24 дня назад

    Time for an update!

  • @graemewatson2296
    @graemewatson2296 24 дня назад

    Could we cancel out "deep dive"!!!!

  • @Aarrenrhonda3
    @Aarrenrhonda3 26 дней назад

    Great video,I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

    • @Peterl4290
      @Peterl4290 26 дней назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 26 дней назад

      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.

    • @sabastinenoah
      @sabastinenoah 26 дней назад

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 26 дней назад

      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

    • @sabastinenoah
      @sabastinenoah 26 дней назад

      I just Googled her name and her website came up right away. It looks interesting so far. I'm going to send a mail to her and let you know how it goes.Thanks for sharing truly!

  • @DonaldDuck666
    @DonaldDuck666 26 дней назад

    After stocksplit $500

  • @Ericbabacan
    @Ericbabacan 27 дней назад

    What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.

    • @A-krandy
      @A-krandy 27 дней назад

      For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary abilities and knowledge to complete such occupations do so successfully.

    • @GabrielZi-xr6zc
      @GabrielZi-xr6zc 27 дней назад

      If you do decide to make new purchases, have an exit strategy ready. Consider taking partial profits quickly to lock in some gains. I've been in regular contact with a financial analyst since covid. Investing in popular stocks is now quite straightforward; the issue is determining when to buy and sell. My advisor makes investment and exit decisions for my account, which has risen to more than $500K in less than a year.

    • @HilaryPhan
      @HilaryPhan 27 дней назад

      please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

    • @GabrielZi-xr6zc
      @GabrielZi-xr6zc 27 дней назад

      Her name is. 'Marisa breton Dollard’. Just research the name. You’d find necessary details to work with a correspondence t0 set up an appointment.

    • @HilaryPhan
      @HilaryPhan 27 дней назад

      I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @ChloeMacy-je1nu
    @ChloeMacy-je1nu 27 дней назад

    One question please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%.

    • @GabrielZi-xr6zc
      @GabrielZi-xr6zc 27 дней назад

      Yes, but do your own research. Avoid index funds, mutual funds, or specific stocks for now. Consider 5% fixed incomes as a safer option. Alternatively, consider hiring or working with a good market strategist for added safety.

    • @KateEngdahl
      @KateEngdahl 27 дней назад

      Took control of my portfolio, faced losses in 2022. Seeking change, consulted a fiduciary advisor. Restructured and diversified with dividend stocks, ETFs, Mutual funds, and REITs. Portfolio surged to $610k with an annualized gain of 28%.

    • @A-krandy
      @A-krandy 27 дней назад

      Your advsor must be really good, how I can get in touch with them as my porfolio isnt doing well.

    • @KateEngdahl
      @KateEngdahl 27 дней назад

      Marisa breton Dollard 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.

    • @A-krandy
      @A-krandy 27 дней назад

      I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

  • @gamemusicmeltingpot2192
    @gamemusicmeltingpot2192 28 дней назад

    If the husband went one step further and trimmed from the losers & added to the winners he would outperform more

  • @jimjackson4256
    @jimjackson4256 28 дней назад

    Yea finding a company

  • @dekkard
    @dekkard 29 дней назад

    It's even a buy at 2.000 $

  • @SteveDutton-v
    @SteveDutton-v Месяц назад

    I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.

    • @AllenNichol
      @AllenNichol Месяц назад

      Kept $105k in CIT Bank HYSA at 5.05% but i now plan to invest in the stock market. What are your thoughts on that? What stocks should I look out for as a newbie to safely grow my money?

    • @tmer831
      @tmer831 Месяц назад

      Find stocks with yields that exceed the market and stocks that, at the very least, follow the long-term market trend. However, you should get guidance from a financial advisor if you want to create a successful long-term plan...

    • @SeanTalkoff
      @SeanTalkoff Месяц назад

      Yeah, financial advisors could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2019, and I return at least $121k ROI, and this does not include capital gain.

    • @AllenNichol
      @AllenNichol Месяц назад

      If you don't mind, how can I reach this advisrr? My retirement portfolio isnt doing greatly.

    • @SeanTalkoff
      @SeanTalkoff Месяц назад

      Vivian Carol Gioia is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

  • @DBrianAshby
    @DBrianAshby Месяц назад

    Fantastic Video, thanks for your effort I'd be very interested in Dobermans of the Dow. I'm new to your channel and as such catching up on many videos. Perhaps I haven't seen it yet but how/what screener are you using. Perhaps its video worthy.

  • @tracyallen6722
    @tracyallen6722 Месяц назад

    Have 42 shares at 44.00$ a share. Can’t wait for the split.

  • @DBrianAshby
    @DBrianAshby Месяц назад

    Meb Faber shareholder yield from his book called Shareholder Yield would be interesting to test and back test. Validea has a screen of it as one of their Guru's but finding a screener that has all the criteria is hard to find.

  • @austinbar
    @austinbar Месяц назад

    AI stocks will dominate 2024 but not just AI. NVIDIA, Alphabet, Tesla are at a better placed to maintain long term growth potential, and provide a platform for other AI companies. I have made more than 200% ROI from NVIDIA with the help of my stocks advisor. With the help of my advisor I agree that stock Like Twoo would also go higher in the next year and a bit high this year with the announcement of launch of its video game.

    • @joshbarney114
      @joshbarney114 Месяц назад

      This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

    • @rogerwheelers4322
      @rogerwheelers4322 Месяц назад

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.

    • @FabioOdelega876
      @FabioOdelega876 Месяц назад

      I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

    • @rogerwheelers4322
      @rogerwheelers4322 Месяц назад

      Finding financial advisors like Marisa Breton Dollard 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.

    • @FabioOdelega876
      @FabioOdelega876 Месяц назад

      I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Marisa Breton Dollard up and send her a message. You've truly motivated me. God's blessings on you.

  • @EyesWideOpen77
    @EyesWideOpen77 Месяц назад

    Crunching numbers isn't my wheelhouse so I might not be understanding you,, that said, you started out by saying that Nvidia will be growing fast for awhile but also gradually slowing down over that time. Bur when you were analyzing the numbers based on the dividend discount model, you said that they need to grow profits at 20.4% a year for the next 15 years to justify it's present value. But how many investors are going to hold Nvidia or any growth stock for 15 years? What if you are a growth investor and are only planning to hold it for five years? If you're looking at a five year window rather than a 15 year window and profits are expected to exceed 20.4% for each of the next five years, doesn't that change the analysis as to whether the current valuation is justified? Also, Nvidia has been growing profits at more than 20.4% and (hopefully) will continue to for some time. So how do these higher growth rates affect what the numbers need to be down the line?

  • @ibraheemali9541
    @ibraheemali9541 Месяц назад

    They are doing stock split

  • @ibraheemali9541
    @ibraheemali9541 Месяц назад

    From 300 to 900 its a 200% gain i guess

  • @DefinitelyNotRin
    @DefinitelyNotRin Месяц назад

    bro doesn't have one non bot comment on the video

  • @64bitAtheist
    @64bitAtheist Месяц назад

    For anyone who wants to know "why 72?" the answer is 69 (point 3). If you have any amount and wish to double it at 1% per period of time, your amount will have doubled from your starting amount after 69.3 periods of doubling (natural log 2). The rule is 72 because though marginally less accurate it is easier to calculate in your head and approximates well.

  • @adrianneaga
    @adrianneaga Месяц назад

    Want to thank you for you free book. Helped my find the strategy I fully adopted