Latest / Earn Your Leisure / Why Investing in Fewer Stocks Can Outperform a Large Portfolio
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- 0:00Speaker 1: An illegal alien from Guatemala charged with raping a child
- 0:03Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 0:07Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 0:11Speaker 1: filming and selling child pornography in Michigan. These are just
- 0:15Speaker 1: some of the heinous migrant criminals caught because of President
- 0:19Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 0:23Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 0:28Speaker 1: crossings are at the lowest levels ever recorded, and over
- 0:31Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 0:35Speaker 1: are here illegally, your next you will be fined nearly
- 0:39Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
- 0:43Speaker 1: never return. But if you register using our CBP home
- 0:46Speaker 1: app and leave now, you could be allowed to return legally.
- 0:50Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
- 0:55Speaker 1: border and families will be protected.
- 0:57Speaker 2: Sponsored by the United States Department of Homeland Security.
- 1:00Speaker 3: Why is it important to invest in the same few
- 1:03Speaker 3: stocks consistently then the yearly returns of in video, Apple,
- 1:10Speaker 3: uh Lily, Microsoft, and AMD So are you a lot like?
- 1:13Speaker 3: Why is it important just to drill down on only
- 1:16Speaker 3: a few stocks instead of like spreading it very there.
- 1:20Speaker 4: Can I just give the percentages before you do that? Yes, please,
- 1:22Speaker 4: let's run these down and so like we can start
- 1:25Speaker 4: with the Y all right, and Video You're the Date
- 1:28Speaker 4: up one hundred and seventeen percent. God, Apple, you're the
- 1:31Speaker 4: date up forty Lily up eighteen percent, You're the date,
- 1:37Speaker 4: Microsoft up thirty four percent, You're to date, AMD Semiconductor
- 1:41Speaker 4: up sixty eight percent, You're to date.
- 1:43Speaker 2: Yeah.
- 1:43Speaker 5: So when you spread yourself too than please write this down, Like,
- 1:47Speaker 5: the more decisions you make and the more variables you
- 1:50Speaker 5: put into your portfolio, the biggest, bigger the risk you
- 1:53Speaker 5: have for disaster. So we'll talk about Micron later, but
- 1:56Speaker 5: so earlier when I was like, hey and Video, AMD
- 1:58Speaker 5: those the only two that I like, and people like
- 2:01Speaker 5: what about this one? What about mi Crime? What about Intel?
- 2:05Speaker 5: It's like mi Crime was a great player the last decade.
- 2:09Speaker 5: Now it's too much risk, And now China says, hey,
- 2:11Speaker 5: we're not going to touch them. They've been at war
- 2:12Speaker 5: with China for a long time as well, and this
- 2:15Speaker 5: is part of that blowback. So you want to follow
- 2:19Speaker 5: like a few companies, like in your portfolio, your watchless
- 2:22Speaker 5: even when you're trading, Like if you're trading stocks or options,
- 2:25Speaker 5: you only want to have eight maximum even on like
- 2:27Speaker 5: the future side, you really can like master four to
- 2:30Speaker 5: eight futures to trade. But once I see people like
- 2:33Speaker 5: have we've all seen the portfolio like twenty stocks, thirty stocks,
- 2:38Speaker 5: the bad stocks can eat away all of your great
- 2:40Speaker 5: gains and when you should have been deploying capital into
- 2:43Speaker 5: the ones that work the best, you may have taken
- 2:46Speaker 5: a gamble on like a marijuana stock. And I do
- 2:48Speaker 5: think that the weed stock space will have some value,
- 2:51Speaker 5: but it needs federal legislation to be passed first in
- 2:54Speaker 5: order for them to go up in value. So it's
- 2:56Speaker 5: really important to pare down on two sectors more than anything.
- 3:00Speaker 5: That's what I always say. Like two tech two index,
- 3:03Speaker 5: Apple and Microsoft have done incredibly well.
- 3:05Speaker 2: Also if I look at the.
- 3:07Speaker 5: Long term return of these over like Apple is up
- 3:12Speaker 5: over a five year PERIODT two hundred and forty five percent,
- 3:16Speaker 5: Like the longer you hold these companies, and I know
- 3:18Speaker 5: it's not the sexy thing, it's not exciting in the interim,
- 3:22Speaker 5: but like if I look over three year period, Apples
- 3:24Speaker 5: up one hundred and twenty three point seven percent, Like
- 3:26Speaker 5: that's a great return for a trillion dollar company. And
- 3:31Speaker 5: also if you cause I know, maybe two years ago,
- 3:35Speaker 5: rotation was a big thing that people were talking about.
- 3:39Speaker 5: And that's for hedge funds because they have to deploy
- 3:40Speaker 5: capital every quarter. But as a retail investor or a
- 3:43Speaker 5: non fund or not institution, it's better to find you
- 3:47Speaker 5: four or five good players, put all of your money
- 3:49Speaker 5: into those, and then that way when they finally take
- 3:52Speaker 5: off that third or fourth year, you can be there
- 3:53Speaker 5: for the upside. Like imagine if you called Tesla twenty eighteen,
- 3:58Speaker 5: like adjusted for I seem to go to it right now.
- 4:02Speaker 5: In twenty eighteen, it was equivalent of like twenty three dollars.
- 4:07Speaker 5: Tulsa's at one eighty eight right now in twenty twenty
- 4:10Speaker 5: got to four fourteen fifty as an all time high.
- 4:13Speaker 5: Less is more an investing.
- 4:15Speaker 2: Same thing in real estate.
- 4:16Speaker 5: Like for those that I know that are doing incredibly
- 4:18Speaker 5: well in real estate, they focus on a few cities
- 4:20Speaker 5: they're not doing to pick a Kansas and the Crown Point, Indiana.
- 4:26Speaker 5: Shout to all my people back home, and they're not
- 4:28Speaker 5: doing East Saint Louis and they're not doing the Bronx like,
- 4:30Speaker 5: you have to figure out where your niche is even
- 4:33Speaker 5: in investing, and the more you do that, the more
- 4:36Speaker 5: games you end up making as a result.
- 4:38Speaker 2: That's the fact. That's the fact.
- 4:39Speaker 4: And I mean just from a standpoint, especially for a
- 4:42Speaker 4: lot of people that are beginning, it's tough to study.
- 4:45Speaker 4: I mean, there's over four thousand companies. To try to
- 4:48Speaker 4: invest in forty of them and really understand what these
- 4:51Speaker 4: companies are doing and understand the fundamentals.
- 4:53Speaker 2: It's impossible.
- 4:54Speaker 4: I mean, you just don't even have.
- 4:56Speaker 6: The time for it.
- 4:57Speaker 4: I was reading something on Warren Buffett about his trip
- 5:01Speaker 4: to China, I mean trip to Japan.
- 5:03Speaker 2: Excuse me. Andy was saying, I'm sure we're going to talk.
- 5:06Speaker 4: About this later about how he's invested in this economy,
- 5:08Speaker 4: and he was like, look, I'm investing in companies that
- 5:11Speaker 4: are invested in companies.
- 5:12Speaker 2: They've done the homework for me.
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- 7:06Speaker 1: An illegal alien from Guatemala charged with raping a child
- 7:09Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 7:13Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
- 7:18Speaker 1: filming and selling child pornography in Michigan. These are just
- 7:22Speaker 1: some of the heinous migrant criminals caught because of President
- 7:25Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 7:29Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 7:34Speaker 1: crossings are at the lowest levels ever recorded, and over
- 7:38Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 7:41Speaker 1: are here illegally, your next you will be fined nearly
- 7:45Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
- 7:49Speaker 1: never return. But if you register using our CBP home
- 7:52Speaker 1: app and leave now, you could be allowed to return legally,
- 7:56Speaker 1: do what's right leave now under President from America's laws,
- 8:01Speaker 1: border and families will be protected.
- 8:04Speaker 2: Sponsored by the United States Marketing of Home land Security.
- 8:06Speaker 4: Do my little my research, and if they function that
- 8:08Speaker 4: a way I can understand it, then it sounds like
- 8:10Speaker 4: a sound investment. I'm not trying to study every company
- 8:13Speaker 4: that's in this market. I got a few that I understand.
- 8:17Speaker 4: I understand the fundamentally. I understand the business model. I
- 8:21Speaker 4: like the future. Nothing that fellas you get it. You
- 8:24Speaker 4: can have two, but not forty of them.
- 8:27Speaker 2: Forty too much. I don't know what you speak of.
- 8:30Speaker 5: You're a wise man, Shotty, you know no, I was
- 8:34Speaker 5: just playing.
- 8:37Speaker 2: He's about eighty five South.
- 8:39Speaker 3: Hit the like button, hit the like button and share. Yes,
- 8:43Speaker 3: hit the like button and share. So okay. So being that,
- 8:48Speaker 3: so should they invest in so Apple? Microsoft?
- 8:53Speaker 2: Yes?
- 8:53Speaker 3: And to two indexes?
- 8:56Speaker 2: Right? Yeah.
- 8:58Speaker 5: People have been asking, like, if I don't want to
- 8:59Speaker 5: do the index, is what space or sexor should I
- 9:01Speaker 5: invest in healthcare? So the two big players in that
- 9:04Speaker 5: space Eli Lilly and Johnson and Johnson. Yes, I know
- 9:08Speaker 5: Johnson and Johnson has done some nefarious things in the
- 9:10Speaker 5: past and it's been two for it, but those are
- 9:13Speaker 5: the two big players for sure in that space. Like
- 9:15Speaker 5: you want safety, but even in that midst of having
- 9:19Speaker 5: something safe, like when an entire market was going down,
- 9:21Speaker 5: Lily was still producing a great return. So it was Apple,
- 9:24Speaker 5: Like you want to mitigate the risk on the downside,
- 9:27Speaker 5: Like you don't want an investment that could drop ninety
- 9:29Speaker 5: five percent and then potentially put you out of business.
- 9:31Speaker 5: Cause then, especially for our community, like if you see
- 9:35Speaker 5: an investment go down like eighty ninety, you may not
- 9:39Speaker 5: ever want to invest or deploy capital again, or your
- 9:43Speaker 5: feelings and emotions may be hurt so bad it's afraid
- 9:46Speaker 5: to even put money in a.
- 9:47Speaker 2: Safe investment at that point.
- 9:49Speaker 5: What if the end like you'll see like Michael Burray
- 9:51Speaker 5: be like, well the index bubble is gonna pop, and
- 9:53Speaker 5: everybody message with me. I'm like a Vanguard goes under,
- 9:56Speaker 5: America's done. Like if them in black Rock go under,
- 9:58Speaker 5: they we have a big to worry about. So yeah,
- 10:02Speaker 5: start with safety first. But if I have to add
- 10:04Speaker 5: a sector, it would definitely be health care, which.
- 10:07Speaker 4: Is it's one of those things when you're invested in
- 10:10Speaker 4: sound companies from a psychological standpoint, you just feel more
- 10:14Speaker 4: at ease, right, Like when you when you pick a
- 10:18Speaker 4: company and this has happened to me before, fully transparent,
- 10:21Speaker 4: and the investment goes down seventy eight. For the average person,
- 10:26Speaker 4: it's like, I'm not even going to open my brokerage accounting.
- 10:28Speaker 4: I don't even want to open it. I'm not opening
- 10:30Speaker 4: this app. I don't want to see it because I know,
- 10:32Speaker 4: I know.
- 10:33Speaker 2: It's there, right.
- 10:34Speaker 4: But when you're in sound companies, it's a different feeling.
- 10:38Speaker 4: It's just psychologically right. Even if it's down five percent
- 10:42Speaker 4: on the day, it's like, Okay, well, I understand this company.
- 10:44Speaker 4: I understand the fundamentals. I believe in the business structure here,
- 10:48Speaker 4: the model here, it's going to be.
- 10:49Speaker 2: Here for long term. It's just a different thing, man.
- 10:52Speaker 5: Yeah, strike because of a dark horse we talked about
- 10:55Speaker 5: in the healthcare Yes we did, Yes we did, but yeah,
- 10:58Speaker 5: just invest in a like the best companies in the world,
- 11:01Speaker 5: but the most important sectors. I mean, of course those
- 11:05Speaker 5: zimpics going nuts. And I've said it last week. And
- 11:11Speaker 5: it's not that I wanted to profit off the sickness
- 11:13Speaker 5: of Americans because we get poisoned first. But if you
- 11:17Speaker 5: don't think that the citizens are going to get healthier,
- 11:21Speaker 5: then the alternative for your portfolio is to invest in
- 11:24Speaker 5: healthcare companies long term. Like I think it's in twenty
- 11:27Speaker 5: thirty that fifty percent of all Americans in the United
- 11:31Speaker 5: States of America are set to be morbidly obese. If
- 11:35Speaker 5: you compare that to nineteen forty, only nine percent of
- 11:38Speaker 5: the population was obese. If you don't think that was planned,
- 11:42Speaker 5: But this is the game. You see a problem, you
- 11:45Speaker 5: spot a solution, You try and find out how to
- 11:47Speaker 5: get arbitrage in that and how to profit off of it.
- 11:49Speaker 5: As a result, it's unfortunate the laws won't change because
- 11:52Speaker 5: they loby like crazy. But yeah, Johnson and Johnson and
- 11:56Speaker 5: Eli Lillie are too. Are the best in the healthcare
- 11:58Speaker 5: space to invest in For.
- 12:02Speaker 3: My graduates from my school being force bad drop bag
- 12:07Speaker 3: drop Mike drotdrop Droft.
- 12:20Speaker 1: An illegal alien from Guatemala charged with raping a child
- 12:24Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 12:28Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
- 12:32Speaker 1: filming and selling child pornography in Michigan. These are just
- 12:36Speaker 1: some of the heinous migrant criminals caught because of President
- 12:40Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
- 12:44Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 12:48Speaker 1: crossings are at the lowest levels ever recorded, and over
- 12:52Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 12:55Speaker 1: are here illegally, your next you will be fine nearly
- 12:59Speaker 1: one one thousand dollars a day, imprisoned, and deported, you
- 13:03Speaker 1: will never return. But if you register using our CBP
- 13:07Speaker 1: home app and leave now, you could be allowed to
- 13:10Speaker 1: return legally. Do what's right. Leave now. Under President Trump,
- 13:15Speaker 1: America's laws, border and families.
- 13:17Speaker 2: Will be protected. Sponsored by the United States Department of
- 13:20Speaker 2: Homeland Security.