Joseph Carlson: AAPL will rise

Said on Sep 6, 2024, at 37:00 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“that should be enough to continue to grow the stock price in the future”
Watch at 37:00Reviewing My Entire $700,000 Stock Portfolio
PredictionAAPLwill riseChecked at fixed windows, from 30 days to 5 years
What happenedafter 1 year
Correct

Entry price (first close after the video)

$220.91

Sep 9, 2024

Price at close

$239.69

Sep 5, 2025

Total return, dividends included

+9.0%

S&P 500 +19.9%

AAPL closed at $220.91 on Sep 9, 2024. On Sep 5, 2025 it closed at $239.69, a total return of +9.0% (dividends included). SPY's total return over the same window was +19.9%. 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

AAPLWindow checked
$160$180$200$220$240$260$280Mar 2024Jul 2024Nov 2024Mar 2025Jul 2025Nov 2025Said on Sep 6, 2024
$150$200$250$300Mar 2024Sep 2024Apr 2025Nov 2025Said on Sep 6, 2024

AAPL 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$220.91Sep 9, 2024$226.80Oct 4, 2024+2.7%Total return, dividends includedS&P 500 +5.2%
90 daysR-DIR v4Correct$220.91Sep 9, 2024$243.04Dec 5, 2024+10.1%Total return, dividends includedS&P 500 +11.4%
180 daysR-DIR v4Correct$220.91Sep 9, 2024$235.74Mar 5, 2025+6.9%Total return, dividends includedS&P 500 +7.4%
1 yearR-DIR v4Correct$220.91Sep 9, 2024$239.69Sep 5, 2025+9.0%Total return, dividends includedS&P 500 +19.9%
3 yearsR-DIR v4Pending——Sep 3, 2027——
5 yearsR-DIR v4Pending——Sep 5, 2029——
Why: 30 days

AAPL closed at $220.91 on Sep 9, 2024. On Oct 4, 2024 it closed at $226.80, a total return of +2.7% (dividends included). SPY's total return over the same window was +5.2%. The call was that it would rise.

Why: 90 days

AAPL closed at $220.91 on Sep 9, 2024. On Dec 5, 2024 it closed at $243.04, a total return of +10.1% (dividends included). SPY's total return over the same window was +11.4%. The call was that it would rise.

Why: 180 days

AAPL closed at $220.91 on Sep 9, 2024. On Mar 5, 2025 it closed at $235.74, a total return of +6.9% (dividends included). SPY's total return over the same window was +7.4%. The call was that it would rise.

Why: 1 year

AAPL closed at $220.91 on Sep 9, 2024. On Sep 5, 2025 it closed at $239.69, a total return of +9.0% (dividends included). SPY's total return over the same window was +19.9%. The call was that it would rise.

Why: 3 years

Not yet resolved. The window closes Sep 3, 2027.

Why: 5 years

Not yet resolved. The window closes Sep 5, 2029.

What was said around it

through buying back shares now the reduction in share count lowers the total cost of the dividend payout as well when they have less shares outstanding they don't need to pay out as much total in dividends so they can further push their BuyBacks so overall even though right now I consider Apple a very mature company and I don't see anything in the future that's too revolutionary they're dabbling in robotics and a few other things but right now the core of this company is a powerful platform that has incredibly wide moat and can fun a money back into BuyBacks that should be enough to continue to grow the stock price in the future now that concludes a basic overview of every company in my portfolio and my thesis behind them if there's ones that you think are better than the companies in my portfolio if there are better higher quality compounding machines that offer really high expected returns let me know what they are I'll be looking over them and doing analysis on them I'm always looking to improve the returns of this portfolio but as of right now I've been happy that that's all for this time see you in the next one

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