What I'm Buying, Holding, And Selling

00:00 Intro
02:10 Netflix
08:20 Amazon
11:20 Google
14:20 S&P Global
17:00 Microsoft
20:30 Mastercard
21:24 Intuit
24:30 Salesforce
26:28 Apple
28:20 Costco
32:11 Booking Holdings
33:51 Texas Roadhouse
36:23 VICI

--Disclaimer--

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DISCLAIMER
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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.

[JosephCarlsonAfterHours]

How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues.

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[BrewerVera]

Accept people laughing at your $0.50 dividends, Stick to the process and accumulate more shares, Laugh at them for not understanding how compounding works.

[nicolasbenson]

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.

[christiangreek]

JC looks at his portfolio constantly and doesn’t age. Remarkable.

[garnold-lp]

I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. What are the best strategies for less risk and more gains?

[SerahMorgan]

So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.

[penguinYT]

I really appreciate that you are clear and easy to understand, that you provide valuable information, and that you don't waste my time trying to be an entertainer.

[olivenealr]

Thank you Joseph, do you think it's time to start trimming some of the fat and increase dry powder. looking at the growth projections of 7-figure portfolio I can't tell where the market is headed, Do i hold on or perhaps I should just sell off assets and avoid the panic?

[Snafu]

Any comment below that is claiming "This person named xXXXXxxX made me so and so, " is a scammer.

[invierteconpepe_]

Hey Joseph, great content btw!

Brief story: I'm from México and I found out about Texas Roadhouse in a little city called Merida.

I visited and felt in love with the place... the food (especially the bread), the ambience, the service, everything. And let me tell you, the restaurant is absolutely packed. On weekends there's always a 1-2hr waiting line. It has been such a hit that there's already 2 restaurants in the city. And they also opened in Mexico City a couple of years ago.

Anyways, after going to the restaurant I found out they traded in the stock market, so after some due diligence and waiting for a price drop, I opened up a position (Peter Lynch style).

And this past year, it has been one of the best performing stocks in my portfolio!

And this stock is also how I found out about your channel hehe

Anyways, greetings from México!

[ShelleyfromCali]

Thanks Joseph. I sold half my Rocket Lab and Tesla shares at a 95% profit and I’m buzzing. That’s now going towards a new property 🙂

[michaelcorbi]

Remember when people laughed at you for saying Netflix would hit $900

[cirrus]

Valuations are always relative both only to the market but also to the company’s own history. One thing that I’m not sure exists (yet) on Qualtrim - and which might help with, for example, the costco analysis - is a chart of valuation over time. Costco I think has continually had a high valuation, so the valuation stays steady while the fundamentals improve -> leading to an increasing share price at constantly high valuations. At the same time other companies have high valuations only for short periods of time due to a certain events and/or excitement. For me it would appear there is more risk in buying (or holding) the latter than the former.

[MablePauls]

Despite having most of my $500k retirement in VGT, I try to beat my Roth with my taxable account but still underperform the S&P 500.

[Aarrenrhonda]

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%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?

[georgedayoub]

Joseph Carlson is the reason why I have started investing, life changing hero!
Thanks man.

[FrankCross-xm]

I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.

[KodySunny]

maybe i missed it but out of all of your stocks, which is your most bullish buy?

[Powerz]

My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks for retirement. Any suggestions that would complete the existing positions?

[AmirRezaie-dh]

Hit 240k today. Appreciate you for all the knowledge and nuggets you had thrown my way over the last months. Started with 24k in September 2024..