Joseph CarlsonCREATOR PROFILE

Dividend growth & mega-capDividend growth investing

The Joseph Carlson Show is a series about growing wealth through purchasing stocks. We discuss breaking investment news, commentary on current events, answer community questions, and show the progress of a 6 figure portfolio be built into a million-dollar portfolio.

Subs510KVideos454

Dividend growth & mega-cap

REALIZED PERFORMANCECLOSED (0)

WIN RATE—

AVG RETURN—

α VS SPY—

α VS QQQ—

UNREALIZED PERFORMANCEOPEN (3)

WIN RATE+100.0%

AVG RETURN+14.6%

α VS SPY+4.5%

AVG HOLDING179d

RECENT PICKS — TOP 5

Most recent tickers held by Joseph Carlson:

$META $MA $MSFT

Position History (3)

Ticker	State	Opened	Closed	Mentions	Conviction	Return	α (SPY)	α (QQQ)	Source Evidence	Status
$META	OPEN	2026-02-11	—	3	10/10	+12.7%	+0.4%	-9.1%	Video (20:00) ↗	ok
$MA	OPEN	2026-04-22	—	1	9/10	+11.5%	+2.5%	-2.4%	Video (7:22) ↗	ok
$MSFT	OPEN	2026-04-22	—	1	9/10	+19.7%	+10.7%	+5.8%	Video (8:06) ↗	ok

$METAOPENok

Opened2026-02-11

Closed—

Mentions3

Conviction10/10

Return+12.7%

α (SPY)+0.4%

α (QQQ)-9.1%

Video (20:00) ↗

$MAOPENok

Opened2026-04-22

Closed—

Mentions1

Conviction9/10

Return+11.5%

α (SPY)+2.5%

α (QQQ)-2.4%

Video (7:22) ↗

$MSFTOPENok

Opened2026-04-22

Closed—

Mentions1

Conviction9/10

Return+19.7%

α (SPY)+10.7%

α (QQQ)+5.8%

Video (8:06) ↗