The Joseph Carlson Show
How I’m Investing In 2024
Jul 1, 2024
Discussion on Meta's new choices for users by EU, Redbox bankruptcy, fund managers' excuses for underperformance due to missing Nvidia stocks.
27:19
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Quick takeaways
- Host's portfolio outperforming S&P 500 and QQQ solely through distinct company holdings.
- EU pressuring Meta, previously Facebook, to offer free ad-supported plan without data tracking.
Deep dives
Portfolio Performance Analysis
The podcast host reviews the performance of his portfolio for the first six months of 2024, emphasizing that the gains made were solely from the portfolio itself without any additional capital added. With a 28% increase in money-weighted returns year to date, the host outperformed the S &P 500 and the QQQ, doubling the performance of the former by holding distinct companies that significantly differ from the index constituents.
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