The Investment Opportunity Of A Lifetime Starts Today
Summary
TLDRCarrie, 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
💼 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.
📈 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.
🚀 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.
📚 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.
Mindmap
Keywords
💡Retired Financial Advisor
💡Artificial Intelligence (AI)
💡Genome Sequencing
💡Synthetic Biology
💡Accelerated Computing
💡Algorithm
💡Portfolio Allocation
💡Earnings Per Share (EPS)
💡Free Cash Flow
💡Stock Price Projections
💡Platinum Program
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
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