Link to join StockHub free investing discord server: –~–
Good day subscribers thank you so much for joining me today i am jeremy this is the financial education channel and today i’m revealing my wife’s stock market portfolio now she doesn’t know i’m doing this video so please don’t tell her i should kick my ass so don’t tell her so anyways we’re gonna reveal her portfolio i’m gonna share with you guys the stock she owns
She owns four stocks so i’m gonna share with you guys the four stock she owns and maybe they’re good investments maybe they’re not we’ll see over time a couple things you got to understand about my wife as far as investing in the stock market people think i’m cool as far as stocks go as far as like i don’t get too emotional about them unless it’s like a stock market
Analyst not i get freaking pest alright as far as like i don’t get too emotional as far as if a stock goes down a lot up a lot i’m kind of even cool she’s like way cooler than me like if stock goes down sick i’ll come back if a stock goes up a lot don’t keep running just she’s like so joke cool about it something else to understand about her is she goes with gut
Instincts she’s not basing things off of financials she’s not looking at financial metrics and p/e ratios and debt versus cash on the balance sheet she’s not looking at those kinds of things she’s going just off of a gut feeling thinking long term about the business and that’s really yet guys so we’re gonna look at some of these and we’ll see guys so let’s rank
Them from the number one biggest investment down to the her smallest investment which will be number four so her biggest investment by far is wynn resorts wynn resorts the stock you know you guys know i love its consistently on the three stocks i’m buying now video is always one of my favorite stocks out there it’s her biggest investment by far and i wish it was
My biggest investment by the way but the interesting thing that wind does for her is one win appreciates overtime generally speaking you know sometimes it goes down but most the time it goes up and it’s a stock that’s generally gonna keep going up over the next two three decades whatever in the future but what it does for her is it pays dividends which allows her
To take that dividend money because that’s her number one investment and put that money into other stocks so she gets out that money every three months then goes ahead and buy some more stocks that hopefully either go up or pay her more dividends and then she gets to buy even more stock so she gets to kind of calm money now when right now pays 50 cents per share
I’m not gonna disclose how much money she has in wind shares and things like that because there’s none of your freakin business but she owns a you know a decent amount of wind shares so she gets 50 cent per wind share every three months so that’s an important thing now with wind as we look at this chart here when i pays 50 cents right now and that’s mainly because
They had put a lot of money into the wind palace that was a project that cost over four billion dollars so they cut their dividend way down to basically maximize that project but what’s gonna probably happen in 2018 moving forward those those sick dividends are probably going to come back with wynn resorts because they’re not gonna have a ton of money to funnel
Into other projects and they’re gonna have a massive amount of profits coming from wind palace and the other properties being that hopefully the economy is just as strong as it is now if not stronger at that point and you look at some of these past dividends in 2015 they’re paying a dollar fifty a quarter you know two dollars and 50 cents a dollar twenty-five back
In 2013 they paid a three dollar dividend they were consistently plaint paying a dollar per quarter so her with wynn resorts she should do good as far as the equity going up over time correct but what she should really do good at is the dividend should get stronger and stronger as time goes on and the company and the company is expected to probably do between 50
And 75 percent more profit more profit in 2017 then versus last year in 2016 guys and that’s barring that the economy stays strong and macau is coming back stronger and stronger the the february numbers were absolutely fabulous so she’s in a position where she’s gonna keep having dividend money probably coming in and more and more dividend money over time that
She’s gonna be able to funnel into other stocks so it’s a pretty interesting tactic there and maybe it’s smart having a dividend stock like when because when times are good when he pays ridiculous dividends there’s been you can go back further in time like 2012 i think they paid a for $8 dividend like ridiculous amounts do could go back through look at go to yahoo
Finance go to dividends only look at wynn resorts dividends over the last ten years or whatnot sometimes steve wynn he’ll like and he kind of trolls the company he’ll like announce a dividend i like four five six seven eight dollars guys it’s ridiculous so that’s a great thing her number two investment is biggest investment is snapchat she just bought snapchat
Last week on the open so basically with snapchat she believes that snapchat is a great service she uses it she believes it’s one of the biggest social media platforms in the future it already is kind of now and it’s just gonna be get bigger and bigger and that’s her a philosophy around snapchat and some things i think and i did a full in-depth video on snapchat
Last week so we’re not gonna go into this one very heavy but as far as snapchat you know i saw something interesting today on thursday facebook announced the global launch of this third snapchat cone dubbed messenger day users will now be able to post annotated pictures and videos within the messenger app on ios and android that disappear after 24 hours which
Basically is the same way snapchat stories for platform works so snapped or excuse me facebook is trying to copy snapchat less left and right guys so third times they try to copy them now the the way i view this right it’s a competitive threat absolutely facebook’s trying to compete with them but at the same time does that mean facebook’s gonna be successful with
These implementations or facebook’s gonna end snapchat or anything like that or set or by facebook doing this it would slow down snapchat it does not mean that guys it’s the same philosophy if you think facebook is just gonna end snapchat or gonna take all this market share from snapchat and it’s the same philosophy someone could have had about google maybe taking
Market share from facebook right cuz google came out with google+ and maybe that could be like the facebook killer in google plus was an absolute flop and mind you that was made by google one of the best companies if not the best one company in all of the world you didn’t make an argument that google’s the best run company in the world and they failed at trying to
Take away facebook basically with their google+ hold deal so i look at this and i’m like is it a competitive threat yes but at the same time it’s more of a compliment on that snapchats absolutely the future and the things that snapchats doing everybody wants to copy guys and that doesn’t mean anybody’s gonna be successful at copying these kind of things so that’s
Something interesting just to pay attention to and i don’t think i really mentioned that in the full breakdown video i did on snapchat that yeah people are comp are trying to compete with them but that’s a compliment in the end in he just couldn’t end up building out snapchats platform bigger and bigger over time so the number three stock she owns is a company called
Elf beauty this is a cosmetics company she got in this one as ipo she must be an ipo investor or something she got in an ipo and it’s up around seven percent since ipo happens back in september it was actually a position that was down up until today when the stock popped a lot on the earnings which we’ll look at here cosmetics company that was growing very nicely
Company did revenues of seventy six point four million dollars last quarter surpassing consensus estimates of seventy four million so they beat pretty easily and increasing seventeen percent year over year thanks to sales growth across leading national retailers of elf direct business gross margins i love gross margins gross margins expand it to 59 percent guys from
Fifty four percent that’s huge compared to the fourth quarter 2015 looking ahead elf beauty expects net sales to range from 285 million to 295 million for full year 2017 adjusted net income in the range of 21 million to 23 million dollars so very impressive numbers by elf here elf is a company right now that’s building revenues they’re very revenue focused because
That’s where the growth is they’re they’re growing i mean we see 17% the last quarter so they’re building the brand mate right now they’re building the revenue right now the profits will come eventually there that i mean they’re still profitable right now which is great but at the same time they’re not nearly as profitable as they can be in the future when they
Start kind of they’re spending a lot of money on expanding and expanding expanding same way you know someone they can amazon spending if amazon cut down all their expenses they’d be so much more profitable if google cut down on this the coop will spend like 5 billion dollars a year on stuff that is giving them basically no return right now if google stopped doing
That they would have basically five billion more dollars on that net income line so this is a company that’s focused on growing those revenues right now and the profits will come later the big profits but they’re still profitable now so that’s a good thing and her bet on old beauty is basically they’re just gonna keep expanding keep getting bit bigger and expanding
To a huge beauty brand something else i saw interesting here the company benefited from more than a 50% increase in shelf space at target that is pretty dang impressive there guys and target is about 30% of elf’s revenue so they went from i think they were around 6 feet last year and now they’re talking about over 12 feet of space so big retailers obviously want
Elfs products and want them to be featured more and more expanding a shelf space or something big in the retail game when you can just because basically in retail if you want your space to be expanded that means someone else’s products got to be displaced it’s not like a target store just magically got 60 bigger for the for the health products no that means somebody
Else’s products are getting to be placed which means your products are hot so this is something very big that elf is actually displacing somebody else in getting their space bigger guys so something very good there with elfin maybe i can grow into a cosmetics giant where they’re doing two three four billion dollars in revenue a year you know 10 years 15 years from
Now we’ll have to see how time plays out i can tell you that there are companies there cosmetics companies out there that are valued 5 to 10 times more than what elf is value guys so something to take into account or last investment number 4s gopro i wonder who told her about gopro i don’t know but anyways we’re not even gonna talk about gopro because i talked about
It like 80 million times a month so there’s no reason to talk about again but that’s her fourth investment so that’s her portfolio that’s what she’s looking at she’s got wynn resorts she gets dividends she funnels that money into other stocks she’s got snapchat now which you know we’ll see what happens with snapchat over the coming years it’s gonna be volatile i
Can guarantee that stock will be volatile over the next year at least and then we’ll see what happens if it starts shooting up or start shooting down we’ll see we are elf you therefore stocked and we got gopros our orsini elf beauty is our third stock gopro is our four stock so that’s her portfolio she owns four stocks in that’s all them in order guys i hope you
Enjoyed this today hit a thumbs up if you did leave me a comment if you want any of these stocks i would love to hear from you guys and i love to hear your just your opinion on our portfolio if you like it if you don’t like it those kinds of things it is diversified we got a resort company we have a social media company we have a cosmetics company and we have an
Electronics company so she is although she only wants four stock she is very diversified we must acknowledge that so i hope you guys enjoyed this if you just came across that you may want to subscribe we talk personal finance in channel we talk entrepreneurship i’m an actual business owner i give away so many business tips we talked the stock market the most of
Anything on this channel guys thank you for watching and have a great day
Transcribed from video
My Wife's Stock Market Portfolio EXPOSED! By Financial Education