The Investment Opportunity Of A Lifetime Starts Today

Summary

Carrie, a retired financial advisor, shares her insights on the potential for significant investment returns in the next three to five years, driven by advancements in artificial intelligence, genome sequencing, and synthetic biology. With an extensive background in finance and a deep understanding of these technologies, she has identified 36 companies across AI, synthetic biology, and semiconductor sectors that she believes will be major players. Carrie has developed an algorithm to predict stock prices based on past earnings, revenue growth, and free cash flow, aiming to allocate her $600,000 portfolio among these stocks, with no single stock exceeding 5% of the total. She plans to manage and adjust her portfolio over the next few years, with a goal of growing her investment to $3,817,614.8 by December 31, 2026. Carrie intends to share her investment strategy and portfolio management process with her audience, offering a detailed breakdown of her stock selection and allocation, and providing a cheat sheet for others to adapt to their own investment goals.

Takeaways

• 📚 Carrie, a retired financial advisor, believes she can make more money in the next 3-5 years than her entire lifetime due to her understanding of the upcoming changes in civilization driven by AI, genome sequencing, and synthetic biology.
• 🧠 She has read extensively on these topics and has developed an algorithm to predict stock prices based on past earnings history, revenue growth, and future projections.
• 🔍 Carrie has identified 43 companies in AI, synthetic biology, genome sequencing, and semiconductor areas that she considers major players and has narrowed it down to 36 for her investment strategy.
• 📈 She has created a detailed investment plan, allocating her $600,000 across these 36 stocks, with no single stock exceeding 5% of her portfolio.
• 🚀 Carrie aims to manage and adjust her portfolio actively over the next few years, with the goal of growing her investment to $3,817,614.8 by December 31, 2026.
• 💡 She emphasizes the importance of understanding the companies she invests in, including their management and how they interrelate within their industries.
• 📊 Carrie uses a combination of technical and fundamental analysis to evaluate stocks and create an algorithm that predicts their future prices based on earnings per share, revenue, and R&D expenditure.
• 💼 She shares her investment approach, including how she manages her portfolio and her strategy for buying stocks at target prices for better returns.
• 🌟 Carrie highlights 'moonshot' stocks that have the potential for significant gains and distinguishes them from other investments in her portfolio.
• 📉 She notes that some of her favorite stocks have had a downturn but maintains a long-term perspective, using historical performance to guide her investment decisions.
• 🤝 Carrie plans to share her research and investment strategy with a wider audience, including through a Platinum program and a more accessible version for those who cannot afford a monthly fee.
• ⏰ She invites viewers to follow her upcoming video where she will explain how to access her research and become part of her investment community.

Q & A

What is Carrie's background in the investment industry?

Carrie is a retired financial advisor with a long history in the investment business.

How old is Carrie turning in the near future?

Carrie is about to turn 80 years old in September.

What does Carrie believe about the potential for financial growth in the next few years?

Carrie believes she will make more money in the next three to five years than in her entire lifetime due to upcoming changes in civilization driven by technology.

What technological advancements does Carrie think will significantly impact the world in the near future?

Carrie mentions artificial intelligence, genome sequencing, genome editing, and synthetic biology as key areas that will bring about significant changes.

How many companies did Carrie identify as major players in the fields of AI, synthetic biology, genome sequencing, and semiconductors?

Carrie identified 43 companies as major players in these fields.

What method did Carrie use to analyze the companies she was interested in?

Carrie analyzed the companies based on their past earnings history, revenue growth, and created an algorithm to predict their stock prices over the next three years.

What was Carrie's strategy for diversifying her investment portfolio?

Carrie decided to allocate her portfolio across 36 stocks, ensuring that no single stock comprised more than 5% of her total portfolio.

What is the target growth amount for Carrie's $600,000 investment?

Carrie's goal is to grow her $600,000 investment to $3,817,614.8.

How does Carrie plan to manage her investments over the next few years?

Carrie plans to actively manage her investments by making daily adjustments based on new information and market changes over the next two and a half years until December 31, 2026.

What is the 'cheat sheet' that Carrie refers to in the script?

The 'cheat sheet' is a tool Carrie created to help her allocate her $600,000 investment across the selected stocks, including details like the number of shares, target price, and percentage of the portfolio dedicated to each stock.

How does Carrie determine the buying price and expected return for each stock in her portfolio?

Carrie uses an analysis of historical earnings per share, stock price movements, revenue, and research and development expenditure to create an algorithm that predicts stock prices and potential returns based on these factors.

What is the significance of the five-year average rate of return for the stocks Carrie is analyzing?

The five-year average rate of return helps Carrie distinguish between stocks that are currently depressed and those that are rallying, providing a measure of the stock's historical performance and potential future growth.

Outlines

00:00

💼 Investment Insights from a Seasoned Financial Advisor

Carrie, a retired financial advisor nearing 80 years old, shares her optimism for making significant money in the next few years due to advancements in AI, genome sequencing, and synthetic biology. She has developed an algorithm to predict stock prices of 36 companies in these fields, based on past earnings, revenue growth, and future projections. Carrie plans to allocate her $600,000 portfolio among these stocks, not investing more than 5% in any single company, and intends to manage and share her investment strategy over the next few years.

05:01

📈 Strategic Portfolio Allocation and Investment Opportunities

Carrie outlines her strategy for portfolio allocation, focusing on stocks in AI, synthetic biology, genome sequencing, and semiconductor sectors. She explains her process of analyzing companies' past performance and creating an algorithm to forecast their stock prices. She also discusses her approach to managing her investments, including buying and selling decisions based on market fluctuations and her personal analysis. Additionally, she mentions her intention to share this investment strategy with her audience, allowing them to adjust it according to their own financial goals.

10:03

🚀 Leveraging Historical Data for Future Stock Price Predictions

Carrie details her method of using historical earnings per share, stock price movements, revenue, and R&D expenditure to predict future stock prices. She provides an example using Nvidia, explaining how she calculates potential future stock prices based on projected earnings increases. This approach allows her to compare and measure different stocks against each other, making informed investment decisions. She also discusses the accessibility of her research, intending to make it available to a wider audience through different program levels.

15:04

📚 Expanding Access to Investment Research and Tools

Carrie announces her plans to make her investment research and tools available to a broader audience, not just to those who can afford a premium subscription. She mentions that she will release two versions of her research: a basic version with projections for December 31, 2026, and a more detailed version for Platinum members that includes near-term price predictions. She also teases an upcoming video where she will explain how to access this research and emphasizes the importance of tuning in for more details.

Keywords

💡Retired Financial Advisor

A retired financial advisor is a professional who has concluded their career in providing financial planning and advice to clients. In the script, Carrie grar is a retired financial advisor with extensive experience in the investment business, which lends credibility to her insights and predictions about future market trends.

💡Artificial Intelligence (AI)

Artificial Intelligence refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. In the video, AI is highlighted as a key technology that will significantly impact the world in the coming years, with Carrie expecting substantial financial gains from investing in companies focused on AI.

💡Genome Sequencing

Genome sequencing is the process of determining the complete DNA sequence of an organism's genome at a molecular level. Carrie mentions genome sequencing as one of the areas that will undergo significant changes and advancements, implying that companies involved in this field could offer lucrative investment opportunities.

💡Synthetic Biology

Synthetic biology is an interdisciplinary field that combines biology and engineering to design and construct new biological parts, devices, and systems. It is one of the technological areas Carrie grar believes will experience major developments, affecting the economy and investment landscape.

💡Accelerated Computing

Accelerated computing refers to the use of specialized hardware, such as GPUs or FPGAs, to speed up computing tasks significantly faster than with traditional CPUs. In the context of the video, accelerated computing is seen as an enabler for advancements in AI and other technologies, making it a pivotal factor in the future growth of related companies.

💡Algorithm

An algorithm is a set of rules or a procedure for calculation, in this case, used to predict stock prices based on historical data and future projections. Carrie grar has created an algorithm to forecast the performance of certain stocks, which is central to her investment strategy and the theme of the video.

💡Portfolio Allocation

Portfolio allocation is the process of dividing investment capital across various asset classes to maximize returns and minimize risk. Carrie grar discusses her strategy for allocating her $600,000 among 36 selected stocks, ensuring that none of them exceeds 5% of her total portfolio, which is a key aspect of her investment approach.

💡Earnings Per Share (EPS)

Earnings per share (EPS) is a financial metric that represents a company's profit divided by the number of outstanding shares. In the script, EPS is used as a historical indicator to predict future stock prices, with Carrie noting that increases in EPS for companies like Nvidia are expected to correlate with stock price increases.

💡Free Cash Flow

Free cash flow is the cash a company generates after accounting for cash outflows to support operations and maintain its capital assets. Carrie analyzes a company's ability to generate free cash flow as part of her investment strategy, as it indicates the financial health and potential for growth of the company.

💡Stock Price Projections

Stock price projections are estimates of the future value of a stock based on financial analysis and market trends. Carrie grar shares her method for projecting stock prices up to the year 2026, which is a central element of her investment strategy and the content she wants to share with her audience.

💡Platinum Program

The Platinum Program appears to be a premium service or tier of access that Carrie grar offers to her audience. It includes detailed investment research and a cheat sheet for making informed investment decisions. The mention of this program in the script indicates a level of exclusivity and value that Carrie is willing to provide to her dedicated followers.

Highlights

Carrie, a retired financial advisor, predicts making more money in the next 3-5 years than in her entire lifetime due to advancements in AI, genome sequencing, and synthetic biology.

She has read extensively on the development of civilization and upcoming changes, which has led her to specialize in investing in companies at the forefront of technological innovation.

Carrie has identified 43 key companies in the AI, synthetic biology, genome sequencing, and semiconductor sectors that are expected to be major players in the future.

An algorithm was created to predict stock prices over the next three years based on past earnings history, revenue growth, and future projections.

The algorithm takes into account analyst interpretations of company projections and Carrie's own knowledge from reading and understanding the technologies involved.

After technical and fundamental analysis, the initial list of 43 companies was narrowed down to 36 for investment.

Carrie plans to allocate her $600,000 growth portfolio across these 36 stocks, with no single stock exceeding 5% of the total portfolio.

She intends to actively manage the portfolio over the next few years and share her management strategy with her 'tribe'.

Carrie has created a detailed spreadsheet, an addition to her 'cheat sheet', outlining her investment strategy and allocation for each stock.

The spreadsheet is designed to be updated as new information becomes available, allowing for dynamic adjustments to her investment strategy.

Her goal is to grow her $600,000 to $3,817,614.8 by the end of 2026, using her investment strategy and knowledge of the market.

Carrie distinguishes between 'depressed stocks' and those that are rallying, using a five-year average rate of return to identify potential opportunities.

She provides an example using aehr systems, which despite a 50% drop for the year, has a five-year average rate of return of 168%.

Carrie's analysis includes predicting stock prices based on earnings per share, revenue, and R&D expenditure, creating a formula for potential returns.

The strategy involves buying stocks at target prices based on analysis for higher returns, as demonstrated with Nvidia as an example.

Carrie plans to share her research and investment strategy through two different versions: one for a broader audience and a more detailed one for her Platinum program members.

The Platinum program will include more detailed projections and a 'cheat sheet' for near-term buying opportunities.

Carrie emphasizes the importance of having a strategy and knowing the end goal to successfully navigate the investment journey.

She invites viewers to tune in for a future video where she will explain how to access her research and investment strategy.

Transcripts

I'm Carrie grar I'm a retired financial

advisor so I've been in this investment

business for a long time I'm about to

turn 80 years old in September and I

believe that I will make more money in

the next three to five years than I have

in my entire life time and I and I mean

that because I've read all these books I

understand where we are in the

development of a civilization and the

changes that are about to come as a

result of artificial intelligence uh

genome sequencing genome editing and

synthetic biology I know that our world

is going to change more in the next five

years than it did in the preceding 100

years and as if I can see as a result of

reading these books and coming to

understand what our official

intelligence is What synthetic bi

biology is what genome sequencing is and

how they all interrelate and how it's

going to be made possible as a right

result of accelerated Computing in in U

silicone um computer chips if I I've put

all that together and then I said if I

can specialize in this much as become a

neurosurgeon if you will about investing

I can make more money in the next next 3

to 5 years than I can up until this

point in my lifetime over the last 79

and A2 years so what I did was I said

okay who are the companies in the AI uh

synthetic biology genome sequencing a

semiconductor um areas what are the

companies that are going to be the major

players into that and I came up with 43

companies so then what I said to myself

is I need to analyze all these 43

companies in their past earnings history

and their past um uh Revenue growth and

then take and create an algorithm if you

will so that I can predict what the

price of those stocks are going to be

over the next three years based on the

projections that they provide me the

interpretation of those projections by

the analyst in the industry and then my

knowledge that I've learned from these

books and then reading about their

individual stocks and sitting in on

their individual earnings reports every

quarter and coming to understand who's

running the companies what are the

companies all about and where do they

all interrelate and how I'm can I make a

profit off of it that's what I've done

so I took those 43 companies analyze

them both on a technical basis and a um

fundamental basis and I narrowed it down

to 36 I then went and as I said analyzed

their past earnings history and saw how

it fluctuated relative to their earnings

per share their revenue and their

ability to generate free cash flow that

created the algorithm I then plugged in

what was their price based upon uh on on

the the first of the 2nd of January in

2024 and based on their past history and

their future projections what is the

price of that stock going to be on

December the

31st of

2026 and that's what I've done and I

want to share it with you and I want to

share how I've done it and how I'm going

to then manage it how I'm going to uh

allocate my 600,000 in my growth

portfolio into these 36 stocks not

giving any one of them more than 5% of

the total portfolio and then how I'm

going to manage them through the next

five years or three years that that will

take me to December 31st uh it's

actually uh what two and a half years

December 31st 2026 how am I going to

manage them and then how am I going to

share that management with my tribe okay

that's what I want to do in this video I

want to show you the the sheet that I

have created it's an addition to my

cheat sheet it's an actual breakdown of

the 43 stocks down to 36 how much I'm

putting how many shares of each one I'm

buying what percentage of the portfolio

am I dedicating to it and then I will

use this as I gather more information

over the next two and a half years to

make changes on a daily basis so that I

hit my my goal my 600,000 will grow

currently I see it growing to 3 million

81,7

6148 that's my goal if you don't know

where the end of the race is if you

don't have a

strategy you probably won't finish

you'll quit somewhere along the line so

let me take you to the computer let me

share this with you let me tell you how

you can become a part of this how you

can get a copy of this in your email so

you can then adjust it to your portfolio

just by plugging in your amount whether

it's 50,000 whether it's 5,000 or

whether it's 5 million and then build

your portfolio accordingly in what I

believe is the investment opportunity of

a lifetime let me show you how it works

okay this is where it starts and this is

what you'll find on our website now this

was the bus 12 or is the bus 12 and bus

13 portfolios the bus 12 being those

stocks that I feel are going to be the

major major players in the buildout uh

of the data centers and and the

semiconductors and then the bus uh uh 12

is the stocks that are going to deliver

artificial intelligence to us mostly

software cyber security things of that

nature and then this down here are my

moonshots these are the stocks that I

think uh have some real potential to

give you some major major gains what I

do here is this this is used to analyze

the stocks and say this is what they're

selling for right now if I'm buying

today this is my Target price this is

where I want to buy it and based on my

analysis if I buy it at at the the

Target price um this is the level of

return that I will receive if on the

other hand I buy it at today's price

this is the level of return that I think

going to receive I then share with you

how many uh what part of the uh stock

outstanding stock is owned by

institutions and then I give you their

fiveyear average rate of return I think

this is important so that we can

distinguish what I call depressed stocks

from those who are uh are rallying at

this time and and to give you an example

one of my favorite stocks right now is

uh aehr systems it's down here and you

can see that it it has had a five-year

uh average rate of return of

168% but uh thus far um in in it is it

is down some 50% for the year so that's

how we break it out now what I'm adding

to that is my analysis work uh and my

allocation of my portfolio and this is

what I'm going to be adding to the cheat

sheet and and I created it really for

myself to give me an easy way to

allocate my my 600,000 and you'll see

that down here uh into those stocks

those 36 stocks that I actually want to

own and as I as you'll see here this is

where I went through and got the

allocation uh based on uh how much I

wanted and none of them have more than

5% in so I do the equation and I come

out and say that I want to hold uh 160

or 134 shares of Apple I currently have

a60 and as you can see that the numbers

just changed because this is an active

chart it's keyed to uh the S&P or to the

stock market and so as that price

changes these numbers change as well

then what I've done is said okay there

are some of the stocks that based on the

analysis I've done and I'll show you

that and yet let's use nid as an example

as you can see here I have entered their

earnings per share their stock price

movement their revenue their research

and development expenditure and what I'm

trying to do is predict based on past

history it's telling me that in Nvidia

for every

37% increase in their earnings per share

they're going to get a 64% increase in

their stock price I then also factor in

their their earnings or their revenues

and their uh amount of expenditure on

research and development that then

creates an algorithm that I can say

their price of their stock was

$475 on January the 2nd in

2024 and based on their projections of

earnings in 2024 which they're saying

the earnings are going to go up from

$334 to12

96 that's a

288 per increase and then in n in 20125

they say their earnings are going to go

from

$12.96 to

$20.88 cents that's a 92% I use those

numbers to then say if the history

continues as it has in the past based on

the $475

uh price on January the 2nd and the

$288 projection by the end of 2024 the

stock price will be

$2,835 that's based on past history is

that accurate I don't know but it gives

me a a means by which to measure Nvidia

against all of the other 35 stocks that

I have in the portfolio it's projecting

that again based on an increase in

earnings of 92% in

2025 the price of the stock will be

7,000 uh uh 2

7,328 and then based on a 22% increase

in 2026 by December the 31st 2026 the

price of Nvidia will be

$1,144 is that right or wrong I don't

know but it gives me then a means by

which to measure every other stock such

as here's Micron Technology I do the

same kind of analysis and I tell my it I

I say that Micron which is selling today

for 120 will be selling for

329 and in December of

2026 and I I do it basically for every

stock in those 26 this is Modine has a

factor of

120% on every 85 5% growth in earnings

per share so its price of 106 will be

188 in

2026 what this then does is give me a

means by which to measure the stocks as

we move through the coming years and I

do that here these numbers are plugged

into to the numbers I've just showed you

and I can come here and build my for

portfolio based on the allocations as

you can see I actually hold I want 132

shares of um Apple I hold 160 so I'm

going to have to sell some I want to own

33 shares of Nvidia I don't own any at

this time but if I go back to my cheat

sheet I see that Nvidia is currently uh

priced at

$910 I want to buy it at

723 if I buy it at the 7 23 my return is

going to be substantially higher than if

I buy it at its current price and I do

that by studying the charts on the

various stocks so that's how this works

how do you get access to this it was my

intention to make this part of our

Platinum program and make it a part of

the $60 payment program and as I spoke

to Trent and Mark about it their their

opinion is this is too important to

restrict it to a small group of people

uh there are some people who cannot

afford $60 a month and we should make it

available or a version of it available

to younger people to people who who who

should have an opportunity to learn from

us and invest in this investment

opportunity of a lifetime so I'm going

to basically hold back and I'm going to

do another video and you need to come

and see that tomorrow tomorrow and I'm

going to explain there's two ways that

you will be able to gain access to This

research that will be ongoing and uh we

will send a copy there will be two

different copies one will give you the

uh projections of what the price of the

stocks are going to be in on December

the 31st of

2026 uh roughly what a year and a half

two and a half years from now then there

will be another version of it that will

go to our Platinum level that will be

more detailed and give um what the price

is going we think the price is going to

be uh at the end of this year

2024 what it will be 2025 as well as the

2026 then the other element that the

Platinum Group will continue to get is

the cheat sheet that gives the uh the

the prices that we think the market will

give us in the near very near future

until until uh Jerome lowers interest

rates but between now and then there's

going to be some buying opportunities

that's where I'm going to buy my Nvidia

that's where I'm going to buy my

additional uh stock in some of the the

High Flyers that are going to give me

some some big returns that will be

available to the Platinum Team but tune

in tomorrow and I'll tell you how we

will make a version of it available to

virtually everybody who wants to follow

our program tune in tomorrow and uh

we'll set it up so that you can afford

it talk to you then