Asset Allocation Part 3 - How To Invest In The Stock Market

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Asset Allocation Part 4 ▶️ • Asset Allocation Part ...
Most people understand the basics of investing in stocks. However, many new investors make the mistake of trying to pick a portfolio of different stocks to buy.
In this video, you will learn the best approach for investing in stocks. The video also covers the different ways you can invest in the stock market and what types of stocks you can own. Finally, I share some thoughts on a good allocation target for stock investments based on different net worth levels.
This video is Part 3 of the asset allocation series on how to allocate your money to maximize profits.
Asset Allocation Part 1 ▶️ • Asset Allocation Part ...
Asset Allocation Part 2 ▶️ • Asset Allocation Part ...
Video Contents
00:00 - Intro
01:02 - How You Can Invest in Stocks
05:10 - Different Types of Stocks
09:22 - My Approach for Investing in Stocks
15:12 - How Much to Allocate to Stocks
⚠️ Exercise caution before using this strategy. Do your own research and make sure you fully understand the risks you are undertaking!
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

Опубликовано:

9 июл 2024

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Комментарии : 15

@sharonwinsmith 6 месяцев назад

Asset Allocation Part 4 ▶ ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-mW772GnKaXk.html

@ELconomics101 7 месяцев назад

❤. These conversations top of the morning coach

@sharonwinsmith 7 месяцев назад

Thank you! :)

@eljuancho2 Месяц назад

hmmm you didnt mention etfs that pay return of capital for lower taxes, thank you very much priceless content.

@-bu6kzL 5 месяцев назад

Can you do a video on the tax implications on a taxable brokerage account and the 0% threshold? I'm not contributing to a roth 401k because I have almost no control over it among many other reasons. I'm contributing 30% of my income into low cost etfs under the impression that as of 2023 the the first $89K of profit of the sale of stock (joint filing) is subject to 0% tax. This fact alone seems to completely negate the use of a 401k or IRA. This number ($89K) also seems to have grown year over year. Thanks. Your channel is great btw!

@user-qo7ft8vi7o 7 месяцев назад

Sharon, your channel is one of the great untapped treasures of YT! Keep up the good work!! Your video leaves me with a couple of questions... If diversification is good, why is something like VTI not better (than VOO)? And if concentration of large cap companies with good stock returns is preferred, why not invest in something like QQQM?

@sharonwinsmith 7 месяцев назад

Thank you! I think many make the mistake of thinking diversification means investing in as much stuff as possible. But having too much diversification can be almost as bad as having too little. The goal is not to invest in as many stocks as possible. I'm happy to own the 500 largest companies traded in the U.S. for the long term. I'm not happy to own all public stocks. There are some really, really bad public companies. It might be a good idea to take a look at some small cap companies. Some of them don't even have a viable product yet or even a working website in some cases. Most of them have no business even being publicly traded in the first place. The S&P 500 is the benchmark for the U.S. stock market and historically outperforms a total stock market index like VTI. Also, you want to make sure you don't go down the path of cherry-picking different types of index funds because that is really not much different than stock picking.