Why You Can Beat the Investment Professionals (a Wall Street story)

The stock market is one of those rare places where the underdog (we, the private investors) can beat the professionals (Wall Street). Why? This modern take on a David vs. Goliath story will tell you.
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Many thanks to my friend Richard Dykes who helped me in making this video possible.
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My goal with this channel is to help you make more money and improve your personal finances. How to become a millionaire? There are many ways to get there - investing in the stock market, becoming a stock trader, doing real estate investing, or why not becoming an entrepreneur? But whether you are interested in how to invest in stocks or investing strategies for creating passive income with rental properties - I hope to be able to provide you with a solution (or at least an idea) here. Warren Buffett - the greatest investor of our time - says that you should fill your mind with competing ideas and then see what makes sense to you. This channel is about filling your mind with those ideas. And in the process - upgrading your money-making toolbox.

Пікірлер: 119

  • @Brecherbernd
    @Brecherbernd Жыл бұрын

    Great summary of "One Up on Wall Street" from Lynch. Really liked the book for this explicit message :)

  • @FindYourPhilosophy

    @FindYourPhilosophy

    Жыл бұрын

    Great comparison

  • @Zaerki
    @Zaerki Жыл бұрын

    This was a masterpiece. Everytime the swede was mentioned, a general feeling of disgust was felt. Jokes aside, great way to highlight the idiocy of wall street!

  • @filipniklas
    @filipniklas Жыл бұрын

    I really liked the tone and the humour in this one. This is what sets your videos apart from other educational finance channels - that extra sprinkle of personality.

  • @Aubatron
    @Aubatron Жыл бұрын

    Great video, pretty much summed it all up. I’m really impressed, you put information together from so many different investors. Peter Lynch, Jack Bogle, Mohnish Probai, Warren Buffet and Charlie Munger. Took me years to get all this information from different sources and you put it into one condensed video. 😂

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    Cheers Aubatron, I'm happy to hear that you enjoyed it! 😍

  • @DoYouEvenRead
    @DoYouEvenRead Жыл бұрын

    Love the new editing style, great video as usual!

  • Жыл бұрын

    Man I can't have enough of your sense of humor. 😂❤

  • @dimsi1
    @dimsi1 Жыл бұрын

    subscriber to this channel since it was below 1 k . Content never fails to entertain and give useful information. Every new upload is like waiting for your favourite series to comes up with new episode every week. Cheers!

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    Dimitar Ivanov, always the great support! Cheers to you! 🙌

  • @jakubczekaj8328
    @jakubczekaj8328 Жыл бұрын

    Your videos are so amazing , fun and creative. I am learning so much from You. Thanks !!

  • @peterblakers5075
    @peterblakers5075 Жыл бұрын

    Can't believe how incredibly accurate that was

  • @tadakimasu
    @tadakimasu Жыл бұрын

    that desk slamming was some awesome animating, so realistic!

  • @carloa877
    @carloa877 Жыл бұрын

    You made a great story out of Peter Lynch's One Up on Wallstreet lessons, the amatuer investor has more advantages than the proffessional.

  • @tattovichh546
    @tattovichh546 Жыл бұрын

    A very entertaining way of explaining a topic abuout thid field. Excellent video!

  • @peterharma8937
    @peterharma8937 Жыл бұрын

    Lovely video, I really enjoyed watching it ❤ Keep up your good work 👍 and greetings from 🇸🇪

  • @JirkaVrany
    @JirkaVrany Жыл бұрын

    Nice. Worth a long waiting. Thank you.

  • @jacobarredondo2202
    @jacobarredondo2202 Жыл бұрын

    Awesome video SI- much appreciated as always.

  • @Roan-xj1mg
    @Roan-xj1mg Жыл бұрын

    Always looking forward to watching your videos

  • @xstorm44x
    @xstorm44x4 ай бұрын

    Thanks for your work, it's really clear

  • @leverage2279
    @leverage2279 Жыл бұрын

    Swedish Investor! I always get excited with new videos from you! Even if I cant watch it now(because of work) I'll watch it tomorrow, at least I have something fun to look forward to going home! Your videos are perfect for people like me who do not want to treat investing as work, but as a game and hobby!😀

  • @leswhynin913

    @leswhynin913

    Жыл бұрын

    Have you been drinking Juicy Gin?

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    Cheers Lev Erage, I'm thankful for your support! I hope you'll enjoy it once you're off work! 🙌

  • @johnfaris5376
    @johnfaris5376 Жыл бұрын

    I worked in the financial planning, advisory industry for five years, became a CFP, as series, 7, registered representative and a real estate broker. Here’s what I found: everybody in the financial advisory industry is out for themselves, they are not looking out for you. They sell what makes them the most money and if you benefit Just enough to leave your money with them that’s all they are really interested in. That’s my experience. So beating the financial advisor industry shouldn’t be that tough for the average investor.

  • @justinbeghly1435

    @justinbeghly1435

    Жыл бұрын

    Agreed

  • @handroidcool3532
    @handroidcool3532 Жыл бұрын

    Thanks for your efforts and contents 💐🙏🏻

  • @mohamedsalah-op6ms
    @mohamedsalah-op6ms Жыл бұрын

    amaziing and entertaining as always ,keep it up

  • @redKheld
    @redKheld Жыл бұрын

    I am so glad you brought up ESG.. lol wow. Great video as always!

  • @willlagergaming8089
    @willlagergaming8089 Жыл бұрын

    This is a solid proof that having a small capital is an advantage over multi-billion dollar portfolio. Even if you don't run a investment fund you will still run into the small size and over attention problem.

  • @alexfraser88
    @alexfraser88 Жыл бұрын

    Fantastic video mate

  • @rvrgoc
    @rvrgoc8 ай бұрын

    Love this

  • @thegamerboneless2864
    @thegamerboneless2864 Жыл бұрын

    Working k. The street is lifestyle, it has its own culture. Back in the day you went their to make money, but today it’s more of what I first mentioned, you can make money from anywhere now.

  • @gilbertayala9531
    @gilbertayala9531 Жыл бұрын

    Aloha kakahiaka kakou,I love your story it was reassuring why I do what I do. Mahalo Aloha

  • @ominollo
    @ominollo Жыл бұрын

    Exactly!

  • @ZenithFinance
    @ZenithFinance Жыл бұрын

    Great vid

  • @kondor7
    @kondor7 Жыл бұрын

    Nice video 👌 Long time didn't watched, seems too bit a bit different from before but in a good way 👍

  • @ebenezerscrounge8398
    @ebenezerscrounge8398 Жыл бұрын

    Wow, the storified way of describing the subtleties of actively managed funds is very interesting. Keep it up👍.

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    ebenezer scrounge I'm glad to hear that you enjoyed it, cheers! 😍

  • @EmmanuelChukwu-fs6qz
    @EmmanuelChukwu-fs6qz Жыл бұрын

    Great Videos

  • @chuckdiezel7652
    @chuckdiezel7652 Жыл бұрын

    Nice one!

  • @jeremyscorpio4170
    @jeremyscorpio41709 ай бұрын

    And thats why I love Peter lynch 💯

  • @bloxnader9409
    @bloxnader9409 Жыл бұрын

    golden

  • @richiechristian2774
    @richiechristian2774 Жыл бұрын

    hello,can u make summary of the "the art of speculation" by phil L carret book?

  • @vishalhabib2099
    @vishalhabib2099 Жыл бұрын

    Amazingly portrayed and summarized. Fan of this page, the amount of knowledge i have gained through your summary of books this channel really adds value. Thank you!! 📚📖

  • @henriklindau3961
    @henriklindau3961 Жыл бұрын

    This was golden! Thank you!

  • @dilhilar
    @dilhilar Жыл бұрын

    lol loved it.

  • @aabb-ly8hl
    @aabb-ly8hl Жыл бұрын

    can you please make a video on this book: The Four Pillars of Investing" by William Bernstein? Your videos are amazing, I did review all of them by taking notes...

  • @AceGreb
    @AceGreb Жыл бұрын

    Bra jobbat. 🌞

  • @jayhay1237
    @jayhay1237 Жыл бұрын

    The absurdity of putting politics into investing is hilarious! Well done.

  • @trolley2327
    @trolley2327 Жыл бұрын

    Wonderful :))

  • @yocker95k
    @yocker95k Жыл бұрын

    Really liked the video, but I think the factor of risk was a bit left out. A share of only 5% in Microsoft versus 15% or more is a big difference in terms of portfolio diversification and therefore risk. Certainly it can pay off, but there is no guarantee of that. Still, I think the video shows very well that it can also be an advantage to be a private / small investor who doesn't have to justify himself to anyone.

  • @Polotoed
    @Polotoed Жыл бұрын

    A book I can recommend and that could be a cool idea for a video summary: The Invisible Gorilla, by Christopher Chabris and Daniel Simons

  • @GhettoSoldierSinceYouth
    @GhettoSoldierSinceYouth Жыл бұрын

    Highly instructive as always, thank you 🙏

  • @thegermanslug6911
    @thegermanslug6911 Жыл бұрын

    The table in the great conference room 😂

  • @valuabletips560
    @valuabletips560 Жыл бұрын

    Funny video that's informative, although I do like the ones where you presented with statistics more

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    Fair enough! Cheers for the support and feedback ValuableTips 😊

  • @anderson6379
    @anderson6379 Жыл бұрын

    "Small Cap ESG Alpha Pro" 😂😂😂😂😅😅 I'm in tears 😭 😂😂 😂😂

  • @DANNUSGAM
    @DANNUSGAM Жыл бұрын

    Are fund managers expected to be client-facing as well? ie having a direct line to clients and be at their beck and call? Honest question. Also, Swedish Investor, I'm wondering how you constructed these anecdotes? Proximity to a first-hand source? Books?

  • @Based_investor

    @Based_investor

    Жыл бұрын

    Someone that makes up 10% of your AUM would

  • @jeremynewell9903
    @jeremynewell9903 Жыл бұрын

    Years ago I had my money with a fund manager. I remember stating in the paperwork that I was open to high risk. They bought me Kraft, Mondelez, Visa, J&J ( and a couple other stocks ). Is was worse than owning the index.

  • @tonycrabtree3416

    @tonycrabtree3416

    Жыл бұрын

    J&J has grown 25% over the past 5 years and has grown yearly dividends to 4.52 a share in that time frame. 4.52/164.31 is a 2.5% yearly cash return on top of that share growth. If we go back to 1980s JNJ stock has risen 73,556 %. I think you might be lying. The SP500 has had companies come and go out of business, so in that same time period it has only grown 23, 305%. 🤷‍♂

  • @petercrosby6521

    @petercrosby6521

    Жыл бұрын

    @@tonycrabtree3416 Depends when he had the money in though, but I agree

  • @WinningFinancially
    @WinningFinancially Жыл бұрын

    The Swedish Investor is back!!

  • @lordoflethargy2448
    @lordoflethargy2448 Жыл бұрын

    Who else immediately looked up if Juicy Gin was publicly traded?

  • @curielramirezsebastian

    @curielramirezsebastian

    Жыл бұрын

    -_-

  • @ZacharyBittner

    @ZacharyBittner

    Жыл бұрын

    Would be a good investment until the fda closes then down for Sildenafil contamination…

  • @Katebohner905

    @Katebohner905

    Жыл бұрын

    Mrs Taylor Ouellet has really helped my life and entire family during last year.. May the good Lord inspire her more.

  • @Wuerritabastida

    @Wuerritabastida

    Жыл бұрын

    How do I reach out to her please?

  • @Katherinedhdvh

    @Katherinedhdvh

    Жыл бұрын

    I mate with so many crypto vendors but I have never come across anyone as good as Mrs Taylor Ouellet her schemes are top notch.

  • @kukjanostenfx
    @kukjanostenfx Жыл бұрын

    Am rich and motivated

  • @BEASTVAL
    @BEASTVAL Жыл бұрын

    🙏🏻

  • @amazingsnow
    @amazingsnow Жыл бұрын

    Goliath gets information about the ask and the bid price in real time and David is looking at the bid and ask price in delay

  • @maalikserebryakov

    @maalikserebryakov

    Жыл бұрын

    “I think you could be in someplace where the mails were delayed three weeks, and the quotations were delayed three weeks, and I think you could do just fine in investing. “ - Warren Buffett

  • @magma2680

    @magma2680

    Жыл бұрын

    Well they're still both consistently gaining that so analysis stays the same regardless. One has restrictions however while the other doesn't, one needs to perform while the other can do what they wish with it. Ultimately its somewhat of a superficial advantage if we're just talking about individuals.

  • @BaldInvestor
    @BaldInvestor Жыл бұрын

    Informative and entertaining as always. Thank you.

  • @abcdefg8465
    @abcdefg8465 Жыл бұрын

    Helt brilliant som vanligt!

  • @HK-eb3by
    @HK-eb3by Жыл бұрын

    Those damn Swedes are a pain.

  • @alxpmt7755
    @alxpmt7755 Жыл бұрын

    Loved it! For people with no time to spend researching for companies do you recommend an ETF? If so, SP500 or a MSCI World? Thanks

  • @valuabletips560

    @valuabletips560

    Жыл бұрын

    I would

  • @davidwordsworth3716

    @davidwordsworth3716

    Жыл бұрын

    🤣…… I’d recommend a) a global tracker b) 15% exposure to developing markets c) a very low fund cost (Vanguard/equivalent) d) not getting your advice from KZread boards 😉……

  • @williamfrederickiversen3588
    @williamfrederickiversen3588 Жыл бұрын

    That's Richard from the Plain Bagel

  • @Sushil2k4
    @Sushil2k4 Жыл бұрын

  • @george6977
    @george6977 Жыл бұрын

    😊

  • @aruyukimayu1199
    @aruyukimayu1199 Жыл бұрын

    Very nice one :) Hugely funny if you actually understand all the jokes, hehe.

  • @jeongseung6469
    @jeongseung6469 Жыл бұрын

    Stock is the oldest online market we have, we employed it because of the highest quality of services it renders and how successful it is. Today we say cryptocurrency too, all I'm saying us that people should also invest in crypto. It would be helpful.

  • @ConorValue
    @ConorValue Жыл бұрын

    As an individual investor, I do things I can’t really even explain properly to myself, but I get the results I want.

  • @viacheslav1
    @viacheslav1 Жыл бұрын

    Riiiiiiight

  • @joaovitorino662
    @joaovitorino662 Жыл бұрын

    Moral of the story: start your fund just so you can pull the 6 figures from rich Svens 😬

  • @afonsodeportugal
    @afonsodeportugal Жыл бұрын

    "Democrazy"... I see what you did right there! 😏

  • @Harperrr.99
    @Harperrr.99 Жыл бұрын

    The stock market rally still appears to be in the midst of a normal pullback. I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market before stocks rebound,

  • @johnathanvale8634
    @johnathanvale8634 Жыл бұрын

    I'm betting the professionals right now. What you mean?

  • @kevinchung9263
    @kevinchung9263 Жыл бұрын

    This is from Peter Lynch's book

  • @johnbethea4505
    @johnbethea4505 Жыл бұрын

    That environmental crap is destroying many companies for sure.

  • @elarmino6590
    @elarmino65907 ай бұрын

    TLDR Institutional investors follow the rules (which limits them) or violate them (which breaks their reputation and leaves them in serious financial trouble in the future)

  • @Minimal_Engine
    @Minimal_Engine Жыл бұрын

    This channel is pure gold. Thank you very much for your content.

  • @financieramente.educados
    @financieramente.educados Жыл бұрын

    Haha excellent video. As an individual and active investor, I'm trying to have a two-digit annual return on my portfolio. If I can't, it doesn't worth the time and effort spent, and better index to S&P500 or maybe Nasdaq. Greetings from southern hemisphere! (Argentina).

  • @tonycrabtree3416
    @tonycrabtree3416 Жыл бұрын

    This isn't a problem when dividend stock investing. 🤷‍♂🤷‍♂

  • @Aubatron

    @Aubatron

    Жыл бұрын

    Yeah but some of us want to beat the market over the long term. 😅

  • @tonycrabtree3416

    @tonycrabtree3416

    Жыл бұрын

    @@Aubatron Look at Johnson and Johnson compared to SP500 over time. 🤷🏼‍♂️🤷🏼‍♂️😂😂😂😂

  • @Aubatron

    @Aubatron

    Жыл бұрын

    @@tonycrabtree3416 Look at Exxon Mobil Corp. compared to the S&P500 over the last year. Anyone can take individual extreme examples. There's actually a pretty easy way to see what works best, without an arbitrary flaw. Just look up the list of the highest net worth or most successful investors and individually look up their investment strategies.

  • @tonycrabtree3416

    @tonycrabtree3416

    Жыл бұрын

    @@Aubatron Exxon Mobile…. 3.60 per share yearly dividend. Also, it has split the stock 5 different times. You think Buffet is worth a lot? Well he invested 9 billion in HPE at 38 a share. What does HPE sell for now? I’ll wait.

  • @Aubatron

    @Aubatron

    Жыл бұрын

    @@tonycrabtree3416 Common man, the point went right over your head. I realized I made a mistake saying Exxon, not because of the dividends, but because the example confused you. I'm not going to argue individual exceptions. Dividends are incredibly important for a lot of businesses and are great compounders for investors. There are 3 ways businesses give returns to their shareholders. 1 is putting capital into growth, 1 is share buyback, and 1 is dividends when the business feels their shareholders can make a better return on capital than the business can through growth and share buyback. By that definition alone, a business that pays limited or no dividends believes their growth will exceed what the dividend will pay. You can agree or disagree with that businesses thinking their growth can exceed a substantial dividends, but that is how it works. Just because you know of individual exceptions, doesn't prove or disprove anything. Dividends are great if it makes sense for that individual business. but you're missing out on a ton of opportunities if you're only a dividend investor trying to grow your portfolio. It is not to say you shouldn't buy high dividend stocks because sometimes they make sense.

  • @alice20001
    @alice20001 Жыл бұрын

    I own a private investment company, and this is a huge pain. Banks only care about fees, I care about performance, but then I have investors who care about marketing! So, it can be hard to juggle between being rational and being 'hip'.

  • @cfii2fly
    @cfii2fly Жыл бұрын

    😂 Omaha is not in Kansas Dorthy

  • @maalikserebryakov
    @maalikserebryakov Жыл бұрын

    Somebody send this to Peter Lynch he will love it :)

  • @TheSwedishInvestor

    @TheSwedishInvestor

    Жыл бұрын

    Haha, there's some inspiration from him here. From Seth Klarman as well. I'm a little bit confused though Maalik Serebryakov, I've seen some of your other comments. You seem to be enjoying the channel but yet you also seem to be a follower of EMH? I don't want to be rude or anything, but it would be interesting to hear what you find valueable here?

  • @willlagergaming8089
    @willlagergaming8089 Жыл бұрын

    first? (it said zero comment)

  • @swedishwilderness
    @swedishwilderness Жыл бұрын

    Take out your money from the system and buy physikal gold and silver. Thats how you beat and hurt them.

  • @bengrahamstocks
    @bengrahamstocks2 ай бұрын

    I'll do a push up for every like this comment gets

  • @kaloyanstefanov2388
    @kaloyanstefanov2388 Жыл бұрын

    VCTR - thank me later 🙂