I'm looking to start investing in the stock market and other asset classes with $60k this quarter. Should I focus on index funds or individual stocks? Preferably want the route with the best return in investment. Thanks!
Index funds are a safer bet to start. They offer good diversification. But individual stocks could make you a fortune if you know how to go about it. Some people make upper six figures yearly from investing alone. But it's always a good idea to work with a financial advisor. It raises your chance of profit by a lot.
*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
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.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
NICOLE ANASTASIA PLUMLEE 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.
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?
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.
True, initially I wasn't quite impressed with my gains, opposed to my previous performances, I was doing so badly, figured I needed to diverssify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
“Angela Lynn Schilling’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
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?
''Melissa Elise Robinson'' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
The author mentioned a point that the Asset Under Management (AUM) of an ETF remains constant/closed during the whole tenure. This is incorrect. The AUM for an ETF also will fluctuate based on the market performance, similar to a traditional stock. For example, if the value of the security inside of the ETF increases (Tata Motors stock price increases), the AUM also increases. Also, note that in a similar way as a company can issue new stocks even after an IPO, an ETF also can issue new shares, which indirectly again increases the AUM as more investors are able to buy in. In short, AUM of an ETF does not remain the same as the author of the video mentions.
Productivity is never by mishap, I had a large portfolio of $316k invested in stocks left to me by my late father. I hired a licensed Financial advisor, Lisa Michelle Pacillas to handle it for me 2years ago and currently I have my portfolio diversified properly and grown to $819k
For real? People cash in the stock market and frankly, it's reassuring to see someone admitting the fact that Financial advisors can be of great help. Please how can I reach Lisa?
I m not much experience, but i have heard if u took IDWC mutual fund they give dividend to your account, if u choose Direct fund they reinvest it and share NAV with you. Don't know about others.😅
Ismai to sir portfolio overlap bohot hoga??? 1)SBI Small Cap(done) 2)Parag Parikh flexicap (done) 3)SBI Magnum Mid Cap 4)SBI Focused Equity/SBI BlueChip/Index . Hum ismai portfolio overlap check kiya tha,, more than 70% ho jaraha hai,, ye 4 mutual fund port folio mai rakhna thik hoga ya nehi?? Plzz bataye,,🙏🙏 Very confusing.. mai aur ek SBI ka Fund lena chahta hun,, konsa best honge???
ETFs are there for indexes as well. SETFNIF50 - Nifty 50 tracking ETF managed by SBI AUM: The total market value of funds managed by the Asset Management Company ₹ 1,29,008.64cr Expense Ratio : The operating and administrative costs of running the fund measured as the percentage of fund assets: 0.07% Category Exp Ratio: Average of the operating and administrative costs of running ETFs of the same sector measured as the percentage of fund assets 0.24% Tracking Error The difference between the performance of the security and the benchmark index that it tracks: 0.03%
Hi, Please share taxation angle when buying from secondary market. for example. if we buy an SGB which is maturing in 2 years. As per understanding, it should be 0% capital gains tax as am holding till maturity (8 years of the bond). However my actual holding period is 2 years (less than 36 months so will it trigger short term tax).
Mukul sir, excellent video. What is the impact of nifty rebalancing on etf as you said aum doesn't change? Who manages the exit and entry of the rebalancing?
When I created my 1st demat account,I purchased one cpse etf for 32 rs out of curiosity and saw it today after 1-2 years and was shocked to see it gave 164% returns till now 😮 I don't understand though, as etf is based on index and even index didn't grow at this rate 😮
Do you know that there is a limit of $ 7 billion till now, for investing in US stocks from whole India? This limit has already reached. IND Money sent me email informing this. OR can you check whether it is true or not? Otherwise money invested in US Stocks/Funds will get lost.
Do mutual fund managers charge their fees on transaction basis or periodically? If I am investing in a mutual fund through SIP and after some time I pause or stop my SIP, will I still be charged?
Nice info sir..you said in your other and this ado that if AUM hits 500 cr as per NFO..etf can't grow..but lets say for niftybeEs how AUM is increasing! and for long term (15-20 yrs) is it still better than its underlying index fund..please make a comparison video between "NiftyBeEs and UTI Nifty 50 Index Fund" with current data, if possible..Thank you
Sar Jab Ham Bank Walon se ETF ke bare mein Jankari Lene Gaye unhone Sahi Jankari Nahin batai please aap Iske bare mein video kab banaa rahe ho kya Bank wale Humse Kuchh chhupana Chahte Hain vah Ham Logon Ko Sahi guide nahin kar rahe
@@siddhsharma1697 Your amount invested is divided into small micro loan and distributed among loan borrowers so chance of default get minimised, suppose you invest 1lacs it is divided among 20 individuals at 5000 each and chance of default is minimised.
@@ayan3290I am also 19 and i am confused should I start sip of UTI nifty50 index fund or not(for 10 years), and if yes than is groww app reliable option, if you could give your advice I would be thankful :)
Excellent video. It's very necessary to get the basics and concepts clear of new financial products which helps investors in taking prudent decision. I follow you and share videos. Thanks a lot for doing commendable work.
Sir can I invest in ETF for 10 or 15 years long time period every month in small amount. I am just 20 yrs old Liqedity ka jyada farak to nahi padaga na to fir long time ke liye
Sir do you have any course to learn the stock market...I have been watching your videos n invested also and I have earned also some amount...but I need to know everything in organising manner now it's like I know but it's all mixed n hving lots of confusion..
Sir have been doing SIP in followings , can you please evaluate these ? Any changes needed ? Parag perik flex cap -1000rs Axis bluechip- 1000rs Axis midcap -1000rs SBI - small cap fund-1000rs
I'm a beginner. If I don't need a demat account to invest in Index Funds, then how can I start a monthly sip to invest in Index Funds? Can someone help..
This is Very Valuable and Informative Video 🤩 Clarity ho gyi.. Bhai Please make regular videos 😊 Aapke videos bahot help milti hai.. No Words Speechless 👍🔥
Lekin sir agr index fund me kisi company ka diwala nikal jata hai to uska asar hamare paise pr pad skta hai.(shayad)vice versa related to etf Sir comment dekh kr ignore na kre.. Pls rpl jarur karna me wait krunga.. Kya esa ho skta hau
Long mai Etf mai invest karna acha he ki stock Mai, mere pas ioc ke stock he, our mai ne ICICB22 ka ETF liya he....us mai bhi ioc mai invest hota he to..... our ioc stock lene chahiye ki eft....
Important question :- Main index fund main sip karta hu to wo to Demat account main to store nahi hota hai. agr manlo main grow main index fun buy kar ta hu to agar grow app ban hojai to muje uss fund ko kaise milega
Dear sir, Its very disheartning to see you LEAVE RU-vid. Can you please comeback. You are the best RU-vidrs when not even others were there your videos rocks.
Can you Guide me ? I want to buy Mutual (Index) Funds for 20 years Sip Amount 6000. Muja Ghar lana hai or jitna oska interest jaya ga otna main Sip laga k nikal Chata hun
Hello sir, your video are good for beginners. I am watching some video, help me for some investment.i have no knowledge .guide me where invest. I am employee and i think for investment of ten thousand per month, Help me.
सर,मुझे 3 से 4 साल में car खरीदना है, मैं salaried हूँ, 20000 रुपये महीना invest कर सकता हूँ क्या करूँ hybrid म्यूच्यूअल fund लू या stock खरीदूँ या ETF लू , कृपया सलाह दे ने का कष्ट करें ।
Sir, kindly make a video on Total Expense Ratio (TER), which can be upto 1.29% for index fund and 2.29% for other mutual funds, which is given in SID of mutual funds. Is that applicable in ETFs also? And in SID it is mentioned that it can be maximum upto that point, but in reality it is less than that. Which companies try to charge less and which companies try to reach to that maximum limit point. Please explain through comparison video.
Hey sir, mujhe mutual fund me invest krna start krna h. I have a small doubt. Is it advisable to invest in mutual fund through demat account or without demat account or directlythroughamc website? If without demat account then which online software like zerotha, groww,upstox will be best for only mutual funds investing?
