Market Bytes

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $302,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

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Nvidia (NVDA) just announced earnings, and some people think it’s time to panic. Lululemon (LULU) also reported, finally giving us a glimpse into how much the negative sentiment around the company is actually true. Lastly, I bought a new stock and value investors aren’t going to like it.

00:00 Nvidia’s earnings

14:32 Lululemon’s earnings

23:08 My new stock

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Interest rate cuts are on the way, according to Jerome Powell. What does that mean for stocks? Also, one stock I sold in January is up over 40% YTD, why did I sell and what happened?

00:00 Rate cuts are coming

08:55 Selling Walmart (WMT)

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For the last year or so everyone’s been talking about recession, but lately it seems like most think it’s not going to happen anymore. In this video we look at what people are saying and more importantly how we should be preparing as investors.

00:00 People think the recession is off the table

04:52 No wait, not everyone

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According to a Wall Street Journal article, the stock market is overpriced. But what does that mean…and does it actually matter? In this video we break it down.

00:00 The Market is Overpriced

02:19 The CAPE method

06:40 Two other methods

08:36 What does this mean for us?

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Once again we are answering viewer comments...

00:00 Buying SBUX again

03:55 Selling Top Picks

08:52 ULTA & LULU

11:09 Acceptable Overlap

12:44 Portfolio Sectors

14:58 Why No International

17:39 My Cat

17:57 PCFG Sheet

20:04 Do it myself

20:34 Intel’s Issue

20:45 Zero net debt

23:10 Youtuber Powwows

26:20 Good song

26:55 Self Portrait

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Earnings season keeps going, and I am selling another stock. In this video we go through earnings reports for one stock in my portfolio (CAT) and 2 more that I sold earlier in the year to see how they’re doing. 

00:00 Caterpillar (CAT) has been a home run

11:00 UnitedHealth (UNH) has bounced back

15:05 Hershey’s (HSY) results not so sweet

Watch on YouTube: https://youtu.be/_GWG_6oG35U

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In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $283,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00 Portfolio recap for July 2024

03:44 Dividend income

04:41 Stocks I bought and sold this month

07:21 Best and worst performers

10:02 Overall thoughts on the previous month

11:15 Update on Fidelity vs Schwab

Watch on YouTube: https://youtu.be/hPNWP4z702I

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Markets were as volatile as ever this morning as Berkshire announced they sold half of their Apple (AAPL) position as well as the Yen carry trade starting to impact global markets. In this video we break down both and how we should be thinking about it as investors.

00:00 Buffett sells Apple

07:06 What should we do about it?

09:37 What is the Yen carry trade?

12:13 What should we do about it?

Watch on YouTube: https://youtu.be/3BcgnYlr9yQ

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Big tech earnings are in, and some think it’s a signal that the top of the market is in as the markets are selling off.  In this video we go through earnings reports for Amazon (AMZN), Apple (AAPL), and Meta (META)

00:00 Amazon’s good earnings

08:36 Apple’s story still the same

14:46 Meta is kinda crushing it

17:38 is Big Tech Signaling a Top?

Watch the video version of this podcast here: https://youtu.be/1zMPwKZBPQc

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