Market Bytes

Bitcoin ETFs were finally approved last week and it has investors curious if they represent a good entry or alternative to investing directly into bitcoin. In today’s video we break it down in detail to talk through what these new Bitcoin ETFs might mean for investors.

00:00 Bitcoin ETFs are finally approved

06:15 Why would anyone want to invest in Bitcoin?

08:30 Is buying an ETF like buying Bitcoin?

09:41 How high can Bitcoin’s price go?

12:39 Who should be investing in Bitcoin?

In this video we talk about a growing tax narrative that could be terrible for investors, the growing opinion that streaming is actually worse than cable, and diving into why tech sold off at the beginning of the year

00:00 This is a really bad idea for investors

05:44 Is streaming actually worse than cable?

11:00 The slow start for tech in 2024

In this episode we talk about what the financial news is telling us to expect in 2024, talk about what went well and not so well for my portfolio in 2023, and what steps I’m taking to be better in 2024

00:00 The financial news is mostly noise

06:09 What didn’t go well for me in 2023

09:49 What went well for me in 2023

11:48 What I’m doing different in 2024

In this episode we break down my top 4 stocks for 2024.

00:00 Criteria I use for my top picks in 2024

00:58 Hershey (HSY)

06:41 Valero (VLO)

11:21 Visa (V)

14:49 Caterpillar (CAT)

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $254,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00-Portfolio recap for December 2023

02:42-Dividend income

04:29-Stocks I bought and sold this month

07:53-Best and worst performers

10:33-Overall thoughts on the previous month

The Federal Reserve just had their FOMC meeting last week and the markets rallied as they held rates steady and signaled that there would be 3 rate cuts in 2024. But is that really what they said?? In this episode, my last episode of 2023, we break down what Jerome Powell and the FOMC participants ACTUALLY said and what we should do about it as investors. Also, we touch on the Google vs Epic Games suit and I let you know what you can expect from me and this channel in 2024.

00:00-The Federal Reserve just pivoted….right?

04:47-How is this being reported?

06:35-What should investors do about it?

07:37-Google vs Epic Games

09:35-What to expect from this channel in 2024

Is it really possible to time the market? If you listen to people online, most will say that dollar cost averaging (DCA) is the only way since timing the market is impossible. But others are constantly trying to “buy the dip” any time prices go down. So who’s right? In this episode we break down one of the most shared articles on the subject and I give you my thoughts on if you can actually time the market or not.

00:00-Even God can’t beat Dollar Cost Averaging (apparently)

01:56-What the research found

05:12-The issues I have with the article

07:25-Understanding price vs value

09:37-What does this mean?

If you want to read the article yourself it’s here: https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-cost-averaging

The channel has grown a bunch over the past 6 months, including the amount of comments, emails and messages I get about stocks, ETFs and myself. In today’s episode I answer your most asked questions.

00:00-These are your most asked questions

00:54-What is my background?

09:32-What do I think about this portfolio?

13:46-Can I analyze a stock or ETF?

14:18-Am I going to start a discord?

Charlie Munger recently passed away at the age of 99. A legendary investor known for his wisdom and one-liners, Charlie left behind many great nuggets of information for future generations. In this episode we go through some of my favorites and the 3 simple rules for success in life and investing that I’ve gotten from Charlie Munger.

00:00-Charlie Munger passes away at 99

00:45-Challenge Your Own Thinking

04:11-Numbers Don’t Tell The Whole Story

08:08-Personal Accountability Will Take You Far

12:12-A Lesson to the Youth

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $245,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00-Portfolio recap for November 2023

02:40-Dividend income

04:16-Stocks I bought and sold this month

07:21-Best and worst performers

09:42-Overall thoughts on the previous month