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Best ETFs for Long Term Investing: SCHD vs. VGT vs. VOO 

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In this video I compare some of the best ETF available. Where I review the different ways to review ETF like looking at the valuation, risks, performance, and holdings. The SCHD etf, VOO, and VGT etf are a perfect group to compare since they react differently to the markets and showcase how different an etf can be when looking at the proper criteria. There are a lot of personal requirements that make an ETF the best option for each person, and those differences should be taken into account when looking at your investments.
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00:00 - Intro
00:38 - ETF Layout
02:04 - Risk Metrics
02:18 - Standard Deviation
03:37 - beta
04:55 - Maximum Drawdown
06:13 - M
07:19 - Comparison
08:03 - Holdings
08:36 - Valuation
10:12 - Performance
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6 июл 2024

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Комментарии : 428   
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: www.masterworks.art/businesswithbrian Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: www.masterworks.com/cd Brian's Disclaimer: I do not personally invest on Masterworks.
@marcmiller6367
@marcmiller6367 7 месяцев назад
I'm surprised you know her too. I've been making a lot of profits learning and investing with her strategies for a year now. LAURA GRACE ABELS is one of the best advisor I have ever worked with in the past few years, she knows how best to deal with whatever market situation.kudos to her.
@JasonDinero
@JasonDinero 7 месяцев назад
She appears to be a true authority in her profession. I looked her up online and found her website, which I browsed and went through to learn more about her credentials, academic background, and career. She owes me a fiduciary duty to act in my best interests. I set up an appointment to use her services , I just mailed her awaiting her Reply.
@smithdavis1362
@smithdavis1362 7 месяцев назад
I admit we don't teach financial education in school. Even simple stuff like balancing a checkbook account and the credit trap that is a necessary evil. I had a high school teacher who one day decided to scrap his regular lesson plan and taught us how to balance checking, the importance of a serious emergency fund (I call the "Oh shit fund," because something happens and you need that reserve), and that minimum wage jobs are too little to survive and why educating yourself at university or in a trade is critical to have skills to be marketable in job market that will change and to learn to adapt. That was in 1988 and damn that one day I learned simple, yet critical basic financial advice I never learned at home. I do work with investing, but I need to take a more proactive role. I have a 403B plan and need to go higher risk at this point. Market is volatile, but I can buy lower now. I'm willing to do cryptocurrency . I want real tangible assets that back up any stocks, other equities, and other forms of investments from plan. I wish the last five years I had been more aggressive in new allocations, but the average American doesn't even begin investing till 40s. I started at 33 when I got a stable job. I was reared to accept social security may not be there for my generation or maybe a lot less it's value. You are so right sir. We need people to really plan their Financials. Even if it becomes your children's inheritance. Sadly one in 3 don't make it to retirement age. So if anyone is reading this, please balance saving for future, but also live a little as well. And don't wait to travel till your 60s. Find ways to travel earlier. We have no guarantees of future, and your body may make it harder to see the places you want to explore if you wait. Hugs to this fellow who wrote his comment and to you all.
@floydchusset3143
@floydchusset3143 7 месяцев назад
I admit we don't teach financial education in school. Even simple stuff like balancing a checkbook account and the credit trap that is a necessary evil. I had a high school teacher who one day decided to scrap his regular lesson plan and taught us how to balance checking, the importance of a serious emergency fund (I call the "Oh shit fund," because something happens and you need that reserve), and that minimum wage jobs are too little to survive and why educating yourself at university or in a trade is critical to have skills to be marketable in job market that will change and to learn to adapt. That was in 1988 and damn that one day I learned simple, yet critical basic financial advice I never learned at home. I do work with investing, but I need to take a more proactive role. I have a 403B plan and need to go higher risk at this point. Market is volatile, but I can buy lower now. I'm willing to do cryptocurrency . I want real tangible assets that back up any stocks, other equities, and other forms of investments from plan. I wish the last five years I had been more aggressive in new allocations, but the average American doesn't even begin investing till 40s. I started at 33 when I got a stable job. I was reared to accept social security may not be there for my generation or maybe a lot less it's value. You are so right sir. We need people to really plan their Financials. Even if it becomes your children's inheritance. Sadly one in 3 don't make it to retirement age. So if anyone is reading this, please balance saving for future, but also live a little as well. And don't wait to travel till your 60s. Find ways to travel earlier. We have no guarantees of future, and your body may make it harder to see the places you want to explore if you wait. Hugs to this fellow who wrote his comment and to you all.
@DianasReviews
@DianasReviews 6 месяцев назад
Could you please make a video on top 10 innovative companies to invest in 2024? Excluding the mega Companies like Googl, NVIDIA, etc
@rrandd0
@rrandd0 Месяц назад
VGT outperformed SCHD and VOO over 5 and 10 years. Despite having most of my $500k retirement in VGT, I try to beat my Roth with my taxable account but still underperform the S&P 500.
@TheJackCain-84
@TheJackCain-84 Месяц назад
Great video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?
@kevinmarten
@kevinmarten Месяц назад
My "boring" index funds just paid me over $6,000 in dividends last month. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.
@JacquelinePerrira
@JacquelinePerrira Месяц назад
Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month.
@Jamessmith-12
@Jamessmith-12 Месяц назад
Thats true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
@kevinmarten
@kevinmarten Месяц назад
Impressive can you share more info?
@Jamessmith-12
@Jamessmith-12 Месяц назад
Credits to 'Carol Vivian Constable' she has a web presence, so you can simply
@Michelle-yh1uh
@Michelle-yh1uh Месяц назад
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
@Sarah-ow5ow
@Sarah-ow5ow Месяц назад
In particular, amid inflation, investors should exercise caution when it comes to their exposure and new purchases. It is only feasible to get such high yields during a recession with the guidance of a qualified specialist or reliable counsel.
@Karen-hq4qz
@Karen-hq4qz Месяц назад
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
@Margaret-mn3sv
@Margaret-mn3sv Месяц назад
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
@Karen-hq4qz
@Karen-hq4qz Месяц назад
Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@Margaret-mn3sv
@Margaret-mn3sv Месяц назад
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
@austingraff1881
@austingraff1881 7 месяцев назад
ETFs makes up a large portion of my portfolio
@alexyoung3126
@alexyoung3126 7 месяцев назад
To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs.
@lawerencemiller9720
@lawerencemiller9720 7 месяцев назад
With the help of the same investment advisor, I diversified my 62K portfolio across many markets and in a matter of months, I was able to produce over 356K in net profit from high dividend yield equities, bonds, and exchange-traded funds (ETFs).
@jessicamoore3093
@jessicamoore3093 7 месяцев назад
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I have quite a lots of difficulty sorting myself out in this downtime.
@lawerencemiller9720
@lawerencemiller9720 7 месяцев назад
Natalie Marie Tuttle is my Advis0r. She has since provided entry and exit points on the securities I concentrate on. If you want to check her out, you may do so online. I usually trade in accordance with her strategy.
@jessicamoore3093
@jessicamoore3093 7 месяцев назад
Thanks, I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
@MiaKatherine-sj7ne
@MiaKatherine-sj7ne 6 месяцев назад
My investment strategy previously encompassed a three-fund portfolio with an allocation of 33% each in the S&P, Total Stock, and international indices. Recently, I felt compelled to pivot entirely towards growth-oriented assets, thus transitioning to a 100% stocks allocation. However, I've begun to question the logic behind simultaneously holding both the S&P 500 and Total Stock Market, considering potential redundancy. Regrettably, my investments have been in a downturn for the past month, significantly impacting my emotional well-being as I toil diligently to earn my income. This turbulence in the market has left me in a state of nervous despair. Uncertain whether to liquidate my entire portfolio or adopt a more passive stance by waiting, the sight of my investment dwindling away adds to my distress.
@ben_dukeson
@ben_dukeson 6 месяцев назад
Numerous intriguing stocks across diverse industries warrant consideration in your investment portfolio. It's crucial to recognize that acting upon every forecast isn't necessary. Therefore, I recommend engaging a financial advisor who can provide guidance on optimal timings for purchasing and selling the shares or ETFs aligning with your investment objectives.
@Eric_moore484
@Eric_moore484 5 месяцев назад
Predicting the housing market in 2024 is challenging because it remains uncertain how swiftly and to what extent the Federal Reserve can reduce cost surge and borrowing costs without negatively impacting buyer demands, including homes and automobiles.
@Dave_East
@Dave_East 5 месяцев назад
How did you achieve it? I been trying to stick with index funds. I feel this new interest rates hikes could crash this economy. I'm looking out for a better investing strategy, I have a lump sum that inflation is steady eating up.
@Eric_moore484
@Eric_moore484 5 месяцев назад
There are a lot of independent advisors you might look into. But i work with Stacie Lynn Winson and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I support her.
@DaveMccarthy896
@DaveMccarthy896 5 месяцев назад
I just checked her out and I have sent her an email. I hope she gets back to me soon.
@ElvisMarshall-xo2lw
@ElvisMarshall-xo2lw Месяц назад
)The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
@AaliyahKhalid-kq9gl
@AaliyahKhalid-kq9gl Месяц назад
While there’s more pain to come, investors should look for stocks like Royal Philips NV and Alstom SA that have been beaten down enough that they’re a bargain or get a good portflio manager.
@RichieAnnabel
@RichieAnnabel Месяц назад
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
@KennyMichael-id1bb
@KennyMichael-id1bb Месяц назад
How can one find a verifiable financial planner?
@RichieAnnabel
@RichieAnnabel Месяц назад
I use Svetlana Sarkisian Chowdhury. You probably must have heard of her.
@KennyMichael-id1bb
@KennyMichael-id1bb Месяц назад
I would not mind looking up the professional that helped you.
@GeorgiaMoore.
@GeorgiaMoore. 6 месяцев назад
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
@FrederickBlein
@FrederickBlein 6 месяцев назад
Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge
@joshhushed5890
@joshhushed5890 6 месяцев назад
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
@joshhushed5890
@joshhushed5890 6 месяцев назад
I just googled him and I'm really impressed with his credentials; I reached out to him since I need all the assistance I can get. I just scheduled a call.
@GeorgiaMoore.
@GeorgiaMoore. 6 месяцев назад
Thank you for sharing !!!
@Delighted316
@Delighted316 6 месяцев назад
It's remarkable to have faith in someone who can consistently deliver profits under a circumstances, and they never disappoint. I trust John Desmond Heppolette, implicitly, and since trading with him, it's been nothing but victories...
@lawerencemiller9720
@lawerencemiller9720 6 месяцев назад
To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.
@alexyoung3126
@alexyoung3126 6 месяцев назад
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
@jessicamoore3093
@jessicamoore3093 6 месяцев назад
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
@checkforme234
@checkforme234 6 месяцев назад
My advisor is 'Natalie Marie Tuttle'. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. she has years of financial market experience
@jessicamoore3093
@jessicamoore3093 6 месяцев назад
Thanks for sharing this. I curiously searched for her full name and her website came up top search. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
@Farmwald853
@Farmwald853 5 месяцев назад
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
@Parzen753
@Parzen753 5 месяцев назад
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
@LagerthaJackson
@LagerthaJackson 5 месяцев назад
True, A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@Fahima9Tazin
@Fahima9Tazin 5 месяцев назад
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
@LagerthaJackson
@LagerthaJackson 5 месяцев назад
I'm hesitant to make recommendations like this online so I can't drop her contact here, but you could look her up yourself and contact her if you wish. Her name is Natalie Noel Burns.
@Fahima9Tazin
@Fahima9Tazin 5 месяцев назад
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Margaret up and send her a message. You've truly motivated me. God's blessings on you.
@KarlGrabe955
@KarlGrabe955 7 месяцев назад
The S&P 500 finished down 20% in 2022. This means long term investors have a great starting point in 2023. Here are 4 very popular ETF’s: $VOO- S&P 500 fund $VTI- Total US stock market $QQQ- High growth, tech $SCHD- Growth + Dividends| I just tallied my dividends for the year;$167k Blessed and grateful, disciplined and focused.
@Greghilton3
@Greghilton3 7 месяцев назад
My "boring" index funds just paid me over $6,000 in dividends last month. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.
@CindyValenti
@CindyValenti 7 месяцев назад
Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month
@Davidstowe872
@Davidstowe872 7 месяцев назад
Even if we are not accustomed to such volatile markets with a little carnage, the widespread frenzy and worry are understandable given that the US Stock Market has been on its longest bull run in history. However, there are opportunities everywhere if you know where to look; with the help of an investment advisor whom helped diversify my portfolio I netted over $260k in profits the previous year.
@Quason788
@Quason788 7 месяцев назад
Who’s your financial advisor please?
@Davidstowe872
@Davidstowe872 7 месяцев назад
There’re a lot of financial coaches but “Vivian Carol Gioia” has shown credibility and professionalism over the years. That’s why I can boldly recommend her
@FrankIjeoma-mi5lc
@FrankIjeoma-mi5lc 5 месяцев назад
Every crash/collapse/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800,000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.
@ElvinWright
@ElvinWright 5 месяцев назад
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.
@NormanGhali
@NormanGhali 7 месяцев назад
I'm reevaluating my portfolios in light of the reverting yield curve and increased market volatility, and the outlook is concerning. How should I reallocate funds in my $1 million portfolio to prepare for a possible economic downturn?
@NicoleBarker-he2vp
@NicoleBarker-he2vp 7 месяцев назад
The inversion implies anticipated lower future growth, potentially resulting in decreased lending and invest-ment. Hence, finding the appropriate asset allocation and collaborating with an advisOr experienced in bear markets is imperative.
@DanielPanuzi
@DanielPanuzi 7 месяцев назад
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
@legacymedia8468
@legacymedia8468 7 месяцев назад
Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?
@DanielPanuzi
@DanielPanuzi 7 месяцев назад
Connect with Christine Ann Podgorny my advisor, to customize your retirement plan based on your unique needs and risk tolerance. Find her online for more information.
@legacymedia8468
@legacymedia8468 7 месяцев назад
I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
@Richardcarlett
@Richardcarlett 6 месяцев назад
I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?
@DavidRiggs-dc7jk
@DavidRiggs-dc7jk 6 месяцев назад
"Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such task
@theresahv
@theresahv 6 месяцев назад
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
@berkrix4312
@berkrix4312 6 месяцев назад
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@theresahv
@theresahv 6 месяцев назад
I've shuffled through a few advisors in the past, but settled with 'Julie Anne Hoover' her service is exemplary and she's a genius in portfolio diversification. I'd suggest you research her further on your browser, sure you'll find her basic info.
@berkrix4312
@berkrix4312 6 месяцев назад
Appreciate this recommendation, hopefully I can get some insight to where the economy is headed and strategies to beat inflation with when I hear back from Julie .
@dianarabbanii2
@dianarabbanii2 7 месяцев назад
I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@ervinmurray1253
@ervinmurray1253 7 месяцев назад
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
@scottjuarez9549
@scottjuarez9549 7 месяцев назад
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@SRHMusic012
@SRHMusic012 6 месяцев назад
You might want to read up on dollar cost averaging, and look at what goes into the relatively conservative target date funds, e.g. at Vanguard.
@billd3208
@billd3208 6 месяцев назад
😂 I suggest putting half into vgt and keeping 100k in money market and rest in spy
@mookenzy2k12
@mookenzy2k12 2 месяца назад
Google dividend king and pick a couple high growth stocks and etfs.. subscribe to several RU-vidrs regarding investing in the market.. triangulate the info they’re giving you and read their subscribers comments and do some research yourself.. then GO for IT!! INVEST!!!!
@Curbalnk
@Curbalnk 7 месяцев назад
I like to have SCHD. 20% of each ROTH IRA Portfolio. Yield: 3.75%, 60% SPY 20% Various Income Funds, PFF, ILTB, TLT......What are more interesting buys to grow and safeguard cash of $300k for 6 years?
@kansasmile
@kansasmile 7 месяцев назад
I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
@colleen.odegaard
@colleen.odegaard 7 месяцев назад
When it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
@greekbarrios
@greekbarrios 7 месяцев назад
@colleen.odegaard Certainly! Can you recommend this professional you've consulted for their services? I struggle with identifying suitable equities and commodities for my portfolio.
@colleen.odegaard
@colleen.odegaard 7 месяцев назад
I can't divulge much but "Monica Selena Park’’ is the advisor that oversees my portfolio. She's an extremely intelligent person, very thoughtful, cautious, and has an outstanding credentials, it's easy to find her on the web.
@blaquopaque
@blaquopaque 7 месяцев назад
excellent share, no BS. just copied and pasted her full name on my browser out of curiousity, thankfully her site came up after scrolling a bit, she seems first-rate.
@simonbad
@simonbad 6 месяцев назад
Market declines, soaring inflation, a significant increase in interest rates by the Fed, and rising Treasury yields all point to additional losses for portfolios this quarter. How can I profit from the present market turbulence? I'm still debating whether to sell my $125,000 ETF/Growth Stock portfolio.
@Alejandracamacho357
@Alejandracamacho357 6 месяцев назад
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
@Patriciacraig599
@Patriciacraig599 6 месяцев назад
@MoniqueBauwens
@MoniqueBauwens 6 месяцев назад
my 401k growth has been stagnant since the 2019. I wouldn't mind consulting the advisor who guides you, I really want to grow my retirement fund since I could retire in 3 years.
@Patriciacraig599
@Patriciacraig599 6 месяцев назад
The stock market is without a doubt the awkward teenager with the most extreme mood swings! I started out with a commentator named “Pamela Kay Regel”. Her honest approach gives me complete ownership and control over my position, and her rates are incredibly affordable given my ROI.
@MoniqueBauwens
@MoniqueBauwens 6 месяцев назад
Thanks, I just googled her and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.
@Donnald.
@Donnald. 7 месяцев назад
We can't ignore the potential impact on portfolios. Bonds are often considered a safe haven, and if they crumble, investors like me might scramble. I’ve been investing for 11 yrs and my $1m portfolio has never been this depleted, how i do hedge this?
@AUstinnesc
@AUstinnesc 7 месяцев назад
In fact, markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. Still showing us why pointers from market experts are essential
@sheltonPston
@sheltonPston 7 месяцев назад
A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to stay afloat, hence I engaged the services of a true market strategist to help rejuvenate my $700k portfolio and boost performance and returns by 40% in a little over four years.
@McElvinn
@McElvinn 7 месяцев назад
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
@sheltonPston
@sheltonPston 7 месяцев назад
I'm being guided by “Nicole Desiree Simon’’ who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.
@McElvinn
@McElvinn 7 месяцев назад
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@BrettANordsiek
@BrettANordsiek 7 месяцев назад
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
@Tonyham198
@Tonyham198 7 месяцев назад
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
@Jadechurch-ql3do
@Jadechurch-ql3do 7 месяцев назад
Picking stocks is a risky thing to do, particularly for non-professionals. I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $38k every month so I’ve been sticking to investing via an Advisor.
@yeslahykcim
@yeslahykcim 7 месяцев назад
@@Jadechurch-ql3do I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@Jadechurch-ql3do
@Jadechurch-ql3do 7 месяцев назад
I'm being guided by “Leila Simoes Pinto’’ who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.
@AciewillGW
@AciewillGW 7 месяцев назад
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@A_Schimizzi
@A_Schimizzi 7 месяцев назад
Once again, knocking it out of the park with these great videos. Becoming one of my favorite investment content creators for sure.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Oh wow, I greatly appreciate your comment. Truly makes my day.
@marko5937
@marko5937 6 месяцев назад
Excellent comparisons - very helpful! Thank you for preparing this - well done.
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
Wow, thank you for such a wonderful note. I greatly appreciate the comments.
@benitabussell5053
@benitabussell5053 2 месяца назад
long-term investors find a promising entry into 2024. Noteworthy ETFs include: $VOO for S&P 500, $VTI for total US market, $QQQ for tech growth, and $SCHD for growth with dividends. Calculating my annual dividends, I'm thankful for $167k-attributing it to discipline and focus.
@Advyth
@Advyth 7 месяцев назад
I've been watching all these videos so much and have been learning so much more about investing because of this channel. Thank you so much for uploading videos like this Brian. One question if I may ask, do you think the stock market will crash this next december and coming 2024 and if so how can we prepare for a market crash like this?
@sailingonasummerbreeze7892
@sailingonasummerbreeze7892 7 месяцев назад
Thank you for your analysis - spot on!
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Thanks for watching!
@SherryInvest
@SherryInvest 7 месяцев назад
Very informative, thanks Brian!
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Glad it was helpful!
@rickybishop8388
@rickybishop8388 7 месяцев назад
The wisest thought that is in everyone's minds today is to invest in different income flows that do not depend on the government, especially with the current economic crisis around the world. This is still a good time to invest in gold, silver and digital currencies (BTC, ETH.... stock,silver and gold)
@malone7655
@malone7655 7 месяцев назад
Individuals are still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. ps.. Angela Mae McClain ,got me covered thanks
@rezlogan4787
@rezlogan4787 6 месяцев назад
@CynthiaBailey-qb8ds According to this advice, you should invest until you put $500,000 in one of these funds and generate passive income.
@DewlayLomo
@DewlayLomo 6 месяцев назад
Mrs Angela Mae McClain helped me drop massive loads!!!!!
@kirisutegomen12
@kirisutegomen12 6 месяцев назад
Very informative video. Thanks!
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
My pleasure! Thanks so much for the comment
@tjmarvin1627
@tjmarvin1627 11 дней назад
Excellent breakdown. 2 videos in and now a Subscriber. Keep up the great work.
@BusinessWithBrian
@BusinessWithBrian 11 дней назад
Welcome aboard!
@loakland2773
@loakland2773 4 месяца назад
ThanX Brian... Great video.... I have SCHD in a few accounts and VOO in a couple.... Is it wise to hold VGT in a taxable account or there shouldn't be any issues (except paying taxes)... Thoughts..?? I enjoy your channel....
@owenlee8614
@owenlee8614 7 месяцев назад
Great video like always! Can you do a comparison video of like the VGT and MGK and any other ETFs that are in the same high tech field?Something that might have a lower entry point that something may be newer on the horizon that might be easier for some of us to get into? Thanks.
@eos6984
@eos6984 7 месяцев назад
Nice video, thanks for the good information. The standard deviation is relative to the mean of the data, yet I don't see the mean. The coefficient of variation is the standard way of comparing distributions, or standard deviation / mean for each of the ETFs SCHD, VGT, and VOO. Can you clarify that for me. Thanks.
@BenjaminMcLeod815
@BenjaminMcLeod815 5 месяцев назад
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
@Natalieneptune469
@Natalieneptune469 5 месяцев назад
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
@PhilipMurray251
@PhilipMurray251 5 месяцев назад
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024
@Aziz__0
@Aziz__0 5 месяцев назад
Please how do I find and contact this financial counselor ?
@PhilipMurray251
@PhilipMurray251 5 месяцев назад
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Nicole Desiree Simon for about five years now, and her performance has been consistently impressive.
@Aziz__0
@Aziz__0 5 месяцев назад
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
@rdubitsk
@rdubitsk 4 месяца назад
Excellent video. Except for Master Works plug. Have you done DD on MW?
@kingmode4
@kingmode4 4 месяца назад
Its amazing the amount of information and knowledge humans can obtain and contain!
@Rowdie999
@Rowdie999 7 месяцев назад
Is there a equivalent of VGT or SCHD in cad/canadian etf? and would you go vgt/schd vs Xeqt ?
@punisher6659
@punisher6659 7 месяцев назад
Thanks for your content.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
My pleasure!
@pappy906
@pappy906 7 месяцев назад
Thanks for all the knowledge you are sharing. How do you feel about Prospect Capital bonds? They have several at high interest rates, that are very intriguing, but I wonder how risky they are. Thanks.
@bernardpaulsen825
@bernardpaulsen825 4 месяца назад
I have VTI, VOO, which are almost running head to head, and VGT. Then, from my earlier investing days, I still have FSPTX, TRBCX, and PRGFX. Frankly, all these funds have performed well over the past years, and comparing them throughout different time periods proves that diversification is important.
@akorfagidiglo7283
@akorfagidiglo7283 3 месяца назад
Thanks for the breakdown
@BusinessWithBrian
@BusinessWithBrian 3 месяца назад
No problem 👍
@guidogold1
@guidogold1 3 месяца назад
Excellent presentation - Thank you
@BusinessWithBrian
@BusinessWithBrian 3 месяца назад
You're welcome. I enjoyed it.
@jessiquilla1
@jessiquilla1 4 месяца назад
Excellent structure and information in this video Brian, thank you, lots to think about! SCHD's high dividends and consistent returns seem to be a pretty good bet if I'm looking for a safe withdrawal rate of 3.5-4% and to match inflation (I'm looking for a "safer" 6% return basically). VGT's returns are appealing though! Since SCHD and VGT have so little overlap, could they be a good diversification play to cover US large cap vs buying say VTI or VOO?
@cryptojohnny7781
@cryptojohnny7781 7 месяцев назад
I don't think you can go wrong with either one in this list. Thanks for the Vid
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
I completely agree with you. Thanks for the comment.
@user-oe7gc5py4c
@user-oe7gc5py4c 7 месяцев назад
Does high market value make lower return?
@JustinHyneswashplant26
@JustinHyneswashplant26 6 месяцев назад
Good explanation of the terms 🎉
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
Glad you liked it
@germanusa1979
@germanusa1979 6 месяцев назад
Hello. I'm 44. And just started my Roth IRA:) is it good mix VOO and VGT? 50/50. I want to keep about years
@willmallory9085
@willmallory9085 7 месяцев назад
Excellent video Brother
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Thank you sir, I always appreciate it.
@donaldroybal275
@donaldroybal275 6 месяцев назад
How does someone determine whether the etf is vulnerable to capital gains tax...
@princessunknown3158
@princessunknown3158 7 месяцев назад
Beginner, Looking get etf for longer term for children's custodial account. Have no idea which best for longer term 30 yrs.
@TheAzmountaineer
@TheAzmountaineer 7 месяцев назад
Thanks, Brian, great job, as always! My investment profile is definitely changing in retirement.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
As it should. So glad to hear that you are getting value from the content. Thanks so much for your comment
@mohammadalsayyab523
@mohammadalsayyab523 3 месяца назад
is it a bad idea to start investing into the voo and vgt today? just started saving and wanted to put in a portion into these ETF's
@benjaminguzmanuribe7680
@benjaminguzmanuribe7680 7 месяцев назад
Great video! I do all 3 plus QQQM but man all well explained loved it! Id only add the dividends comparison. Tech barely does, but it's SCHDs cornerstone. You made it look really bad when in reality it outperforms VOO with DRIP.
@pauobunyon9791
@pauobunyon9791 7 месяцев назад
You got it backwards bro 1000 dollars in VOO vs SCHD with a bull market and the difference will make you cry !
@idiocracyishere4531
@idiocracyishere4531 7 месяцев назад
QQQ is darn close to VGT
@skittles2055
@skittles2055 7 месяцев назад
@@pauobunyon9791what about bear market and long-term game?
@a-a-ronl
@a-a-ronl 7 месяцев назад
@@idiocracyishere4531but it has an expense ratio that is double
@jimgrant1776
@jimgrant1776 4 месяца назад
Brian, I watch a lot of videos on investing. This was easily the most comprehensive one that considered a variety of important factors for considering and selecting ETFs, and it didn't take an hour to do so. In particular, this is the best presentation of the trade-off between risk and return. - - - It is my opinion that many (most?) investors jump onto the SCHD, VOO, or VGT band wagon because of the returns and don't even know that they will, at some time, endure a drawdown of 15%-35% in the value of their portfolio. I subscribed. Who are you? What is your investing background, education, experience? Who do you work for?
@BusinessWithBrian
@BusinessWithBrian 4 месяца назад
Your comment made my day. Thank you! I used to work Amazon and Target corporate, and managed my investments well enough to retire young. I merely want to share what I look for in my investments, in hopes that someone else finds value in it. If you ever have suggestions on a topic to cover, just let me know. Thank you again for your kind note.
@alphabeta01
@alphabeta01 2 месяца назад
Hi, Can you also include SPLG which is the exact replica of VOO but at a lower price and lower expense ratio. Many thanks.
@steve6375
@steve6375 6 месяцев назад
@8:49 what is VALUTATION ??? Is it a technical term :-)
@vestedinterest5655
@vestedinterest5655 7 месяцев назад
I like VUG over VGT. I have SCHD and VWO in as part of both my daughters custodial accounts and will add VUG at a better buy in price. I like that mix.
@a-a-ronl
@a-a-ronl 7 месяцев назад
Can I ask why VUG over SCHG? Just curious because I’m trying to make that decision myself. VUG has more AUM but SCHG has higher historical growth and trading volume iirc
@BrianTX409
@BrianTX409 7 месяцев назад
I have SCHX, SCHG, SCHD, SPHY
@user-me3in6vy2q
@user-me3in6vy2q 5 месяцев назад
I like this guy’s voice, it’s easy to listen to
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
Thank you, I appreciate you saying that. My children have a very different viewpoint than you. 😂
@user-qu2xy8uw8c
@user-qu2xy8uw8c Месяц назад
Appreciate your efforts
@BusinessWithBrian
@BusinessWithBrian Месяц назад
It's my pleasure
@isaacricheson1178
@isaacricheson1178 6 месяцев назад
Well made video
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
Glad you enjoyed it
@tylersucher8653
@tylersucher8653 7 месяцев назад
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG. And my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index.
@idiocracyishere4531
@idiocracyishere4531 7 месяцев назад
Hopefully you don’t keep switching it up
@anthonyjames4319
@anthonyjames4319 7 месяцев назад
Why even waste money on international?
@tylersucher8653
@tylersucher8653 7 месяцев назад
True I thought that also about international, but there will be time when the rest of the world is doing better than just the USA economy. That’s also why I only have a small portion of it.
@TheWayoftheSith
@TheWayoftheSith 3 месяца назад
​@@tylersucher8653 I would put some in individual stocks. Berkshire Hathaway, Amazon and Nvidia. Huge projections. Also semiconductors are making big gains, I'd say SMH or SOXX are good choices along with VGT.
@TheRaindogger
@TheRaindogger 5 месяцев назад
Great video and presentation. I love your graphics and made it very easy to understand. What software do you use to put these together? I am in Marketing and think it could be useful. Thank you
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
Thank you for your kind note. Everything is done within the video editing software of DaVinci Resolve. It's a lot of work 😀
@TheRaindogger
@TheRaindogger 5 месяцев назад
I believe it. Thank you for the response and keep up the great work. I love ETF's and have been a Vanguard fan for many years! @@BusinessWithBrian
@jaimemonte6298
@jaimemonte6298 2 месяца назад
All three ETFs are a great combination to my portfolio, which is why I have SCHD 25% VGT 25% and VOO 50%
@BusinessWithBrian
@BusinessWithBrian 2 месяца назад
That is a great breakout. With VOO as your base you really can't go wrong
@coreypetitt3009
@coreypetitt3009 6 месяцев назад
Need some help. What would be the % you invest in each? Any reason why QQQ isn’t included? I’d like to add QQQ unless you feel that it overlaps with VGT to much. Please keep in mind I can stomach risk as I am young.
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
The point was to compare three very different ETF. And to your question, yes QQQ overlaps with VGT a great deal.
@tessjones5987
@tessjones5987 3 месяца назад
72 here. Want less risk. Thank you so much for your in depth graphics and great descriptions.
@ThatLazyInvestor
@ThatLazyInvestor 7 месяцев назад
9:32 VGT does NOT invest in Amazon. That was not correct. Amazon, google, Tesla etc are not included because they are not classified as just tech companies.
@doktorcopernikuss
@doktorcopernikuss 5 месяцев назад
Hi, thanks! Did the 10 year return % include dividend reinvestment?
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
Yes, it did. I made sure to mention it in the video as well.
@doktorcopernikuss
@doktorcopernikuss 5 месяцев назад
Great thanks, man!@@BusinessWithBrian
@LegDayLas
@LegDayLas 7 месяцев назад
The fact SCHD is even being compared to growth index's is what I love about it. It pays out dividends (which are paid by established low volatility stocks) AND has comparable returns.
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
I agree completely! With low volatility and having comparable returns to the S&P 500, it has a place for several investors.
@elizabethbednar6338
@elizabethbednar6338 6 месяцев назад
If you add the dividend payment to schd wouldn’t it beat voo in returns?
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
@@elizabethbednar6338 Sadly, no it will not beat VOO. I cover that in the video, where I explicitly state that the dividends are reinvested to get the total return, and all expenses have been taken out. It truly comes down to looking at the total return to know how a stock or ETF compare to one another. If a person were to pocket the dividends and not reinvest them, then the total return would be substantially lower. There are a lot of people that have false hope that the dividend can be stacked on top of the total return, giving it an amazing return. But that would be a false narrative. It's (dividend) already been taken into account in the total return.
@elizabethbednar7770
@elizabethbednar7770 5 месяцев назад
@@BusinessWithBrian ok I missed you saying that thanks for replying
@lostboi3974
@lostboi3974 7 месяцев назад
VOO & SCHD 🧠
@knightalumni
@knightalumni 7 месяцев назад
When you switch to income phase…SCHD. In growth phase, VGT, after it corrects. For DCA, VOO or SPY.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
For most people, you are correct. Depending on your stage of life, you should be adjusting your type of investments. Your spot on
@StevenCovey-ct3sx
@StevenCovey-ct3sx 17 дней назад
I have started adding VXUS for international exposure. It’s about 15% of my holdings. SCHD, VOO, and VUG make up another 80 %
@elizabethbednar6338
@elizabethbednar6338 6 месяцев назад
Dose the return on schd take into account the dividend pay outs if you take those into account wouldn't it actually be voo
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
All dividends are reinvested to provide the total return. So yes, all the dividends are taken into account and it still does not beat VOO. You may have missed it in the video, but I did overly state that so that it would be cleared up.
@baitcaster7260
@baitcaster7260 4 месяца назад
SCHG Has had great returns in the last 10yrs
@prashantparab2482
@prashantparab2482 7 месяцев назад
For this comparison of growth, have you factored in Dividend reinvestment? As all of these ETF's give dividends.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Yes, I state that in the video that all total returns taken to account the expenses taken out and the dividends being reinvested. This way it is an apples to apples comparison. I make certain to point that out in all of my videos.
@zachinvest
@zachinvest 5 месяцев назад
60% of my portfolio is SCHG and VTI. The rest is in stocks or cash. I have targets set on a lot of different stocks I am interested in. Waiting for a correction and some of these stocks (specifically the mag 7) have been on a tear. Once they cool down and show a bit of weakness I’ll grab more.
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
Clearly, you get it. A person can talk about great investment opportunities, but a person needs to wait for the dip before jumping in. You're going to do very well.
@cryptotiger7780
@cryptotiger7780 7 месяцев назад
Great video. Thanks
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
You are welcome!
@peterba854
@peterba854 3 месяца назад
Hi I have 10 years to save for retirement. Haven't done any saving to date. As I'm starting late shoukd I pick risky stick to try get more get more gains like vgt , or should I go steady like voo? Thanks for suggestions
@ny4nk0
@ny4nk0 2 месяца назад
Steady. Risk isn't as bad when you have time to wait out the dips, but if you don't have much time then it's a gamble. Do you feel lucky? I personally would not gamble my retirement. You can also opt for a mix of the two.
@peterba854
@peterba854 2 месяца назад
@@ny4nk0 done 50%vusa 30 berkshire 10 tqqq 10 vbk 2 solid 2 risky
@falconbritt5461
@falconbritt5461 7 месяцев назад
Did your return figures for each ETF factor in the expense costs?
@billcarruth8122
@billcarruth8122 7 месяцев назад
At 0.1%, 0.06%, and 0.03% the expense ratios are so insignificant that it shouldn't really be a criteria to choose between them. Also, the cheapest to the most expensive expense ratios also correspond to the lowest to highest performer.
@chrisp4170
@chrisp4170 Месяц назад
Valutation?
@earthling808
@earthling808 3 месяца назад
3 months later, SCHD ditched Broadcom so even less overlap. I like the idea of going with two, SCHD and VGT.
@BusinessWithBrian
@BusinessWithBrian 3 месяца назад
Those are two solid choices
@LegalNYer
@LegalNYer 7 месяцев назад
How about VUG????
@djholland5324
@djholland5324 7 месяцев назад
I have all 3. Two in my taxable and one in my Roth
@mhl6928
@mhl6928 7 месяцев назад
Same🤝
@binarygalaxy5731
@binarygalaxy5731 5 месяцев назад
good video, great statistics and well presented. However, literally all this boils down to is that Tech had higher returns than the rest of the market over the time horizon you analyzed.
@billcarlson1730
@billcarlson1730 6 дней назад
I have had VGT for a long time. A great ETF. But I also have SOXX and SMH. 2 slightly better funds.
@dmagoon8291
@dmagoon8291 5 месяцев назад
What is your thought on allocating a 50/50 split between SCHD and VGT? Could this approach broaden your overall sector diversity considering they only have a 1% overlap of securities? While also at the same time increasing your upside during bull markets, and lowering your risk while in bear markets? With this strategy is it possible to beat VOO and the overall market on a consistent basis?
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
That is a fantastic question. I personally have about 50% of my portfolio in stocks and the rest in funds including what I'll call "other". But with your specific question if you were to just invest in those two, models for historical performance do show it outperforming VOO. But please know since I'm not a licensed financial advisor, I cannot provide advice. I can merely state the models that I've looked at and the results they've shown for historical performances. And given your knowledge and the way you asked the question, I believe you assume the past performance is not a guarantee for future performances. Once again, that is a fantastic question.
@dmagoon8291
@dmagoon8291 5 месяцев назад
@@BusinessWithBrian Thanks! I appreciate your feedback and your videos!
@JakeTraver
@JakeTraver 7 месяцев назад
But, SCHD is a dividend ETF, with about 100 companies. Not an S&P 500 ETF. VOO has just over 500 companies, and VGT is tech-centered with just over 300 companies. And tech is doing well regardless. IYW (iShares US Tech) outperforms VGT with only 139 tech companies. So, if we're trying to reach max gains, I'd say none of the above (SCHD, VOO, or VGT).
@hamwallet7069
@hamwallet7069 7 месяцев назад
I’d like to know how much SCHD would pay me per year compared to the rest at the end of your comparison. I also think you said when you ran the numbers you factored in that SCHD was dripped, right?
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
Correct, all of the dividends are assumed to be reinvested when looking at the total annualized return. It's a common misconception when some people think that the total return doesn't include the drip. If a person makes that mistake they're in for a world of hurt in 20 years. The total number I provided is based on SCHD being reinvested to provide the total return dollars. Clearly, if you were to take that money and not reinvest it your total growth would be substantially lower.
@hamwallet7069
@hamwallet7069 7 месяцев назад
@@BusinessWithBrian I’m about $30,000 deep in SCHD. Just my personal IRA though.
@drmetal1634
@drmetal1634 27 дней назад
I think an interesting test to perform would be to combine the higher dividend payout holding (SCHD) with the higher growth holding (VGT), and use the dividend from the high dividend to buy more of the higher growth holding to compare VGT's performance with the added boost from the high dividend holding over time.
@BusinessWithBrian
@BusinessWithBrian 26 дней назад
That's a very good point. It would take a fair amount of time to map it out properly. But as any consolation prize, I reinvest all of my dividends back into growth stock and etf.
@MM-vv8mt
@MM-vv8mt 4 месяца назад
Remember that past performance is no guarantee of future performance, and always ask "How much costing?" These funds are all trading at a high cost and so you have likely already missed out on the big gains.
@86joncooper
@86joncooper 7 месяцев назад
I think this would be a really good long term portfolio- .30 fidelity 500 .30 Schd .30 Ftec .10 Tesla stock
@cindy-tron
@cindy-tron 7 месяцев назад
VOO & VGT all the way, I've been on the fence about SCHD, everything I read is so conflicted about it.
@BusinessWithBrian
@BusinessWithBrian 7 месяцев назад
I completely understand, me personally I don't invest in SCHD, because I don't like to deal with the tax implications of the dividends. Plus I need to take the extra effort to reinvest. I prefer focusing just on growth for myself. Thanks again for the comment, I always appreciate your feedback.
@SRGLIST
@SRGLIST 5 месяцев назад
Can I invest 10k on each one? Do the make sense? And are they to high to invest right now on all three?
@BusinessWithBrian
@BusinessWithBrian 5 месяцев назад
You can, me personally I do invest in all three and several others. I never feel comfortable putting All my eggs in one basket. For me and my investments, I want to have some investments to minimize risk, but I also want to make the most that I can with the high growth tech areas too. In any case it's all personal preference
@Georgina705
@Georgina705 7 месяцев назад
Predicting market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets
@WelseyWalker
@WelseyWalker 7 месяцев назад
Agreed, which is exactly the reason I stopped taking advise from RU-vidrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.
@georgebasonathan4784
@georgebasonathan4784 7 месяцев назад
in my case Fergus Waylen has assisted me in doing that effectively, I'm not an expert so I lack experience in investment strategies, I work and my consultant handles the rest....
@inicMich-rc5wo
@inicMich-rc5wo 7 месяцев назад
Fergus waylen has to be the best mentor I've met. He's copy-trading has been the best because I hop on it with $3k and I'm up with $35k in profit. He's insights, information and versatility in the market is superb
@adamalker71
@adamalker71 7 месяцев назад
I am surprised that this name is being mentioned here, I stumbled upon some of his clients testimonies on CNBC news last week..
@HLO-iy2bp
@HLO-iy2bp 7 месяцев назад
Amazing to see others trading with Fergus Waylen, I am currently on my 5th trade with him and my portfolio has grown tremendously.
@r.c.s.j9774
@r.c.s.j9774 4 месяца назад
VIG, VYM, SCHD should be compared. I have SCHD, not satisfied, thinking about replace it with VIG.
@Hyestar
@Hyestar 4 месяца назад
WHAT IF you took 33.3K into each of the 3 ETFs....what would you have over 10 year period? THx
@Bob-wm5pz
@Bob-wm5pz 5 месяцев назад
Some experts say stocks that will skyrocket in 2024 are MRNA, PARA, UPST. TDOC.TGT. BBY. ROKU🎉❤
@kebas239
@kebas239 2 дня назад
So does that mean 33/33/33 in the three ETF's is a good choice?
@GeryTeague
@GeryTeague 6 месяцев назад
Does the schd earnings include dividends reinvested? And Tech has been on fire the last couple years, so excluding the last two years how do the numbers add up?
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
Yes, it does include the dividends being reinvested. I made it a point to mention it twice in the video. Tech actually did poorly the past couple years, that's why I made it a point to include the three-year return and show that all three were nearly at the same level of returns. I hope that answers your questions
@GeryTeague
@GeryTeague 6 месяцев назад
@@BusinessWithBrian , I'm sorry that I missed you saying the dividends were reinvested. I'm surprised your saying tech did poorly, when the likes of Nvidia, Google, Microsoft are what's been propping up the returns of the market overall. Are you saying that Tech overall is doing poorly because it's just those few companies that are doing so well? Thank you
@BusinessWithBrian
@BusinessWithBrian 6 месяцев назад
@@GeryTeague Sorry for any confusion, so let me be more specific. Tech is doing great this year, but the past couple years leading up have been very rough. Similar to what I was speaking to in the video with the standard deviation being high for tech companies, so when the market dips......tech companies dip even further. This is why all three ETF are somewhat close at the 3 year return, because tech has a higher drawdown in the difficult years. But over the long term, tech has clearly been doing the best because it has time to weather out the bad years with moments of stellar returns.
@GeryTeague
@GeryTeague 6 месяцев назад
@@BusinessWithBrian Thank you for your thoughtful response. Definitely something for me to think about.
@pochannonth4625
@pochannonth4625 18 дней назад
How about VTI? I have half and half VOO and SCHD right now. It is for long term but not much movement at this point 😢 have high 5% MMA right now which also not much 😂
@rdubitsk
@rdubitsk 4 месяца назад
I don't think you can say a high PE means overvalued. Unless the PE is forward PE based on projected earnings.
@soylentgreenb
@soylentgreenb 2 месяца назад
High PE means risk. You are buying a high growth company on hopes and dreams and if they fail to materialize there’s a tonne of downside.
@RB-je3yj
@RB-je3yj 3 месяца назад
50/50 VGT/SCHD!
@BusinessWithBrian
@BusinessWithBrian 3 месяца назад
Not a bad play
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