Reviewing My Entire $700,000 Stock Portfolio

Joseph Carlson • September 6, 2024
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Joseph Carlson

@josephcarlsonshow

About

The Joseph Carlson Show is a series about growing wealth through purchasing stocks. We discuss breaking investment news, commentary on current events, answer community questions, and show the progress of a 6 figure portfolio be built into a million-dollar portfolio.

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🎉 6,000 Member Patreon: https://www.patreon.com/josephcarlson 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 📈 Qualtrim Website: https://qualtrim.com/ Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ 5.5% APY M1 Savings account: https://m1.com/special-invite/joseph-carlson/?utm_source=4071606&utm_medium=referral&utm_campaign=50362&utm_term=5mNcifgFllM-b0oelIi6M_kt63TB3oqF.g&utm_content=64_3&ranMID=50362&ranEAID=5mNcifgFllM&ranSiteID=5mNcifgFllM-b0oelIi6M_kt63TB3oqF.g 00:00 Intro 02:35 Investment Philosophy 04:35 S&P Global 07:00 Mastercard 09:45 Costco 13:48 Texas Roadhouse 16:53 Moody's 19:35 Booking Holdings 22:10 Salesforce 24:32 VICI 26:54 Intuit 29:20 Microsoft 31:28 Canadian Pacific 34:00 Apple --- Disclaimer -- Some of the links above are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. -- Find me here -- Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow My Favorite Investing Books: https://amzn.to/3KwyIhG All the tech I used to make this video: https://amzn.to/4547DLk About Joseph Carlson: 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, and timeline, and overall circumstances.

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