Joseph Carlson: UNH will rise

Said on Mar 30, 2023, at 39:38 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“I think this one is a decent buy right now so that's all the companies I'm looking at today”
Watch at 39:38Michael Burry Just Gave Up - Why I'm Still Buying
PredictionUNHwill riseChecked at fixed windows, from 30 days to 5 years
What happenedafter 1 year
Correct

Entry price (first close after the video)

$472.59

Mar 31, 2023

Price at close

$494.70

Mar 28, 2024

Total return, dividends included

+6.3%

S&P 500 +29.6%

UNH closed at $472.59 on Mar 31, 2023. On Mar 28, 2024 it closed at $494.70, a total return of +6.3% (dividends included). SPY's total return over the same window was +29.6%. The call was that it would rise.

30 days

Correct

90 days

Correct

180 days

Correct

1 year

Correct

The window it was checked over

UNHWindow checked
$400$450$500$550$600Oct 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Said on Mar 30, 2023
$400$450$500$550$600Oct 2022Apr 2023Nov 2023May 2024Said on Mar 30, 2023

UNH closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

Result at every window

All windows are shown, so none is picked
Result at every window
WindowResultAt the startAt the endChangeBenchmark
30 daysR-DIR v4Correct$472.59Mar 31, 2023$492.09Apr 28, 2023+4.1%Total return, dividends includedS&P 500 +1.6%
90 daysR-DIR v4Correct$472.59Mar 31, 2023$474.45Jun 28, 2023+0.8%Total return, dividends includedS&P 500 +7.0%
180 daysR-DIR v4Correct$472.59Mar 31, 2023$505.45Sep 26, 2023+7.8%Total return, dividends includedS&P 500 +4.8%
1 yearR-DIR v4Correct$472.59Mar 31, 2023$494.70Mar 28, 2024+6.3%Total return, dividends includedS&P 500 +29.6%
3 yearsR-DIR v4Incorrect$472.59Mar 31, 2023$259.02Mar 27, 2026−41.9%Total return, dividends includedS&P 500 +61.0%
5 yearsR-DIR v4Pending——Mar 28, 2028——
Why: 30 days

UNH closed at $472.59 on Mar 31, 2023. On Apr 28, 2023 it closed at $492.09, a total return of +4.1% (dividends included). SPY's total return over the same window was +1.6%. The call was that it would rise.

Why: 90 days

UNH closed at $472.59 on Mar 31, 2023. On Jun 28, 2023 it closed at $474.45, a total return of +0.8% (dividends included). SPY's total return over the same window was +7.0%. The call was that it would rise.

Why: 180 days

UNH closed at $472.59 on Mar 31, 2023. On Sep 26, 2023 it closed at $505.45, a total return of +7.8% (dividends included). SPY's total return over the same window was +4.8%. The call was that it would rise.

Why: 1 year

UNH closed at $472.59 on Mar 31, 2023. On Mar 28, 2024 it closed at $494.70, a total return of +6.3% (dividends included). SPY's total return over the same window was +29.6%. The call was that it would rise.

Why: 3 years

UNH closed at $472.59 on Mar 31, 2023. On Mar 27, 2026 it closed at $259.02, a total return of −41.9% (dividends included). SPY's total return over the same window was +61.0%. The call was that it would rise.

Why: 5 years

Not yet resolved. The window closes Mar 28, 2028.

What was said around it

now we're in that rare timeline where the stock trades down in hindsight this is what every investor says they want they want to find a quality company that's trading down or at least trading flat for a decent amount of time and that's when they're going to pounce in and buy the stock but when that happens investors talk themselves out of buying the stock that's why it trades down in the first place there's some scary news or there's other companies that are better deals we find ourselves in that same time period right now the company's trading down I think this one is a decent buy right now so that's all the companies I'm looking at today let me know what you think so far I'm very happy with the results of the performance of the companies that I'm buying so far year to date we're up seven percent I think this is a healthy return and I expect more compounding in the future from these companies so that's all for now if you want more exclusive content check out the patreon and the Discord Community other than that I'll see in the next one

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.