In light of the ongoing global economic crisis, it is crucial for everyone to prioritize investing in diverse sources of income that are not reliant on the government. This includes exploring opportunities in stocks, gold, silver, and digital currencies. Despite the challenging economic situation, it remains a favorable time to consider these investments.
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over $2.8million.
My CFA ‘Grace Adams Cook’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for sharing, I must say, She appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
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.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors 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.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
'Laurelyn Gross Pohlmeier' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
This is quite educational. It's crucial for newcomers to keep in mind that the financial markets are highly irrational in the short run. You should constantly be ready for the unexpected. That is how chance operates. Because of the inherent risks in the market, I always favor long-term investments.
These uncertainties will always be there. Thing is, every once in a while, the market does something so stupid it takes your breath away. If you’re not ready for it, you should’t be in the market business. or get you a skilled practitioner.
Such market uncertainties are the reason I don’t base my market judgements and decisions on rumors' and hear-says, it got the best of me in the year 2020 and had me holding worthless positions in the market. I had to revamp my entire portfolio through the aid of my financial advisor, before I started seeing any significant results happens in my portfolio. Been using the same advisor since then and I’ve scaled up almost a million within 2 years. Whether a bullish or down market, both makes for good profit, it all depends on where you’re looking…
Not bad at all. I know a lot of folks that made fortunes from the Dotcom crash as well as the 08’ crash and I’ve been looking into similar opportunities in this present market. Could this coach that guides you help?
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.
Thanks for sharing, 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 e-mail shortly.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Honestly, this situation makes me uneasy, especially with the possibility of a depression, not just a recession. I'm uncertain about my $130K investment strategy given the current economic instability.
I agree! That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. In my opinion, financial advisors are among the most important professionals, just like doctors.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Melissa up and send her a message. You've truly motivated me. God's blessings on you.
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Laila artine kassardjian' 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.
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?
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.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@lennoxmutterick6434 However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments
I recently sold my house in Portland and am thinking of investing the funds in the stock market. Although I know it's a great time to buy, I'm unsure if now is the right moment for me. I'm also wondering when I can expect to fully recover my investment. To be honest, I'm puzzled by how others in the same market are making significant gains of over $450,000 in just a few months, and I'm trying to understand their strategies.
For any investor, a strong plan is essential to their portfolio. The higher the risk, the bigger the possible return when it comes to making important decisions, thus it makes sense to consult with seasoned experts.
Yeah, financial advisors could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2019, and I return at least $275k ROI, and this does not include capital gain.
"Kenna Muriel Hesseling" is a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I've sold a property in Michigan and I’m considering investing the proceeds in stocks. With the current market optimism, I'm unsure if it's the right time to buy stocks and how long it will take for a full market recovery. I'm also puzzled by how some are making substantial gains of over $320k within months in the same market.
@Rodxmirixm It's remarkable, but considering my portfolio's current poor performance, I really do need their help. Could you please provide me with a way to contact your advisor ?
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every 7week these past 4months according to Bloomberg
The US-Stock Mrkt had been on it’s longest bull-run in history, so the mass hysteria and panic is relatable considering we’re not accustomed to such troubled mrkts, but there are avenues lurking around if you know where to look. My wife and I are retiring this year with over $7,000,000 in tax deferred investments. up until 3 years ago we were 100% in the S&P. During bear markets we had a perfect plan. We got an investment manager in our corner and didn’t look at our portfolio for nearly a year
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
Many people underestimate the value of advisers until they experience burnout. After a challenging divorce a few summers ago, I sought out a highly qualified licensed advisor. Her guidance has been invaluable in keeping my company afloat and thriving, despite inflation.
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??
“Carol Vivian Constable” 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 l need all the assistance l can get. I just scheduled a caII.
Fact, No one way to Wealth, just understand the key. As an lnvesting enthusiast, 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?....
People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
40 now, and everything is paid for. Fortunately, I had a college economics teacher who taught me a lesson when I was 18 years old. That lesson was: you can't buy something else for every purchase you make. Having multiple sources of income is prudent, as is living within your means. I have a 13-year-old vehicle because it is all I need, I like it, and I can do whatever I want with it. My net worth is $4 million, and I can pay my bills without stress, but I don't live like I have that. I have no complaints.
*_I just turned 60, was planning to Retire Soon with a FORD? BooM the Economy Crashes into Recession and High Inflation! I guess I will keep working another yr or 2?.._*
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $745K 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?
People spend their money when they have it. And when they have more money, some people tend to spend it more. You should speak with a financial expert if you wish to improve your financial management.
@patriciamartin10 How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
I recently purchased some ETFs. Saving for a market fall is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In 2022, my portfolio returned $608,500.
- Time in market beats market timing. Some people think they can view investing as a get-rich-quick scheme, but it doesn't quite work that way. It's a long-term commitment.
@@lisaollie4594 Recessions are where millionaires are created. After my port_folio took a big hit in April, I was forced to employ the services of an Investment-analyst who has not only accrued a profit of $250k for me since then but has also taught me how.
@Alexis Anders I work with KAITLIN ROSE STERNBERG. She's a reputable tutor who showed me that profits can be produced in both bull and downturn markets. She talks about investing, insurance, making sure your retirement is well-funded, and searching for methods to create a volatility buffer for investment risk, among other topics.
I've bought most of your stocks picks but I'm still unable to make profit. However, a few investors I read about were able to make profits of upto $50,000 monthly, so am I doing something erroneous? please i need some hints on how to make enormous profit
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell sto cks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other profes-sional for advice.
Yes, I have been in touch with a CFP ever since the outbreak. Today, investing in hot stocks is quite easy; the difficult part is deciding when to buy and sell. With an initial starting reserve of $ 80k, my adviser chooses the entry and exit commands for my por-tfolio, which has grown to approximately $ 550k.
I personally work with 'Deborah Jean Dykstra'' she covers things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk. many things like that. Just take a look at her full name on the internet. She is well known so it shouldn't be hard to find her.
With all of the current events, what is the best approach to profit from the present market? I'm still debating diversifying my $400k stock portfolio to obtain some profits while minimizing risk.
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds
Her name is *Sharon Louise Count* and she' a genius at her field. You can easily confirm her expertise by searching for her online. She possesses extensive knowledge of financial markets.
I'm considering a review of my small $100k portfolio allocations, particularly in light of the pause in interest rate hikes. I'm curious about strategies in response to this that can make me a fortune during the election year.
The issue is most people have the “I want to do it myself mentality” but not equipped for a crash. Ideally, advisors help with investing jobs and at first-hand experience, my portfolio has yielded over 300%, summing up nearly 7-figure since covid-19 outbreak to date.
i'm blown away! been looking at creating an investmnt account to fund my millionaire goal before 55, but dont know exactly the best way to go about this, mind leaving details of your advisr here pls? I could really use a help right now
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
*Hi! I’m excited to be here in your channel and I’m interested in learning more about investing and saving up for my retirement but am a little confused about the whole process. Any advice or tips to get me started up would be greatly appreciated.*
@cynthiaa.coleman7712*I won't recommend gold and coop although it's a good investment. I'II suggest digital assets as it's the best future investment. It's advisable to seek financial assistance based on your available capital and area of interest or preference.*
@Williammgama-cv9nmThanks for sharing, I just looked her up on the web and I would sav she really has an impressive background in investing.I will write her an e-mail shortly.
I've worked with her for a couple of years and I find her highly recommendable for the job. I've made over 450k profit on my retirement savings thanks to Patricia strain
Just watched 2 of your videos and immediately subscribed! Great information and love your calm and in-depth delivery! Thank you for making the investment landscape more approachable! I have always been intimidated by it and am learning so much watching your videos.
I chose a different approach on rebalance. I look at my holdings 2 times a year and adjust my contributions in to effect the rebalance. Increase to the ones that are lower and lower the contributions to the over preforming. its an over time approach but has worked well, especially in holdings that are not in a tax shelter like 401k. that way you don't have to deal with the taxes that may be applied.
Stocks and Crypto portfolio beats almost all other portfolios. The only portfolio that can beat that is a portfolio of private bussinessces that have a potential of going public.
This looks like the worst investing period. I just started investing last week when the market prices were a bit high, today I am more than 60% down! I feel very unlucky I should have waited. Hopefully, the markets will go back up. BTW, What do you guys use for market analysis?
@@sonyablack2015 Sadly, if you're down that much you didn't do very much research. Being down a few percent right now is fine due to the market, but 60% is crazy! Watch different vids before investing in any other thing or try out charles matthew alsip I can see people have suggested already.
Wow, this is by far the best explanation of the three fund portfolio I have found so far, and trust me, I have listened to a lot of videos. Thank you sir and keep them videos coming!
Nothing beats the involvement of an expert in any trade or investment, selfishness and greed held many back and they ended up suffering huge losses, and the crypto market- Currencies are no exception.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
Investing in Roth IRA can be a good choice since they are funded with after tax dollars, your contributions can grow tax-free over time. When you withdraw money from your Roth IRA in retirement, you won’t have to pay tax on it, which will help you keep more of your hard-earned money. my monthly living expense is up $37500 from $16000 and I'm left wondering what retirement have in store for me 5years down the line, I'm ill-prepared tbh, my 401k worth about $620k and gains are zero-nothing and my stock portfolio?...OH WELL!
Nobody knows anything you need to create your own process, manage risk and stick to the plan, through thick or thin while also continuously learning from mistakes and improving.
@@freedomisEexpensive-08 I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
@@Blitcliffe Her name is "NICOLE DESIREE SIMON". I got to know her through my wife. She was handling hers effectively, and she's been doing same for me. It's my wife that has her number, but you could look her up and contact her yourself.
Getting back to the basics!! These informational videos you make are super valuable to a lot of people, so keep up the great work! To be fair, I do love your more experimental videos as well, but it's good to have a nice mix.
Right! Because professionals are more adept at managing the majority of these tactics and weaknesses. I was able to scale this crash from $35K to 65K by following the advice of my coach.
@@mvanwie People always struggle with the blatant impulse to want to do things themselves while forgetting that there is a process. Direction and fundamental information cannot be missed, which is why you end up getting lost in the market noise (consolidation) or disregarding some crucial elements that affect how each asset performs. The markets are more than just technicals, and stocks largely follow the fundamentals.
@@hueymorello5115 It's advisable to keep an eye out for one nearby, although Maria Teresa Tyler is currently in charge of me. She recently appeared in a newsweekly article.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Agreed. I've traded for several years. I barely knew anything about the markets when I started but recently, someone at Merritrade advised I get a financial advisor that has good experience. I did and things changed. My portfolio grew by 150% in 8 months. How was she able to achieve that? She invested my money in reputable companies which their stocks must always rise after any dip.
@@andrewwilson-jz3kl Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Munger and Buffett have both achieved an incredible feat with Berkshire. They've turned thousands to billions, and have made a lot of people wealthy in the process. I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.
This is extremely helpful Hump man! I’m just starting to build my IRA portfolio. I think this is a great way to set up portfolio and you explained very well!
❤ You and Gary Joe Wilde are highly recommendable advisors every investor who wants to get rich investing must work with and embrace closely. Unfortunately, don't know why Gary chose not to own a video channel here like other experts. He is long-established and very advanced in the field.
A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less.
To put it another way, during a 25-year period, an advisor-managed portfolio would have averaged 8% annualized return compared to 5% from a self-managed portfolio.
@@StephanieWilliam-ex6yt I concur; I've spoken with a financial advisor for more than 17 months. Investing in trending stocks is now really straightforward, but the trick is determining whether to sell or hold. My advisor intervenes to help me with entrance and exit points. From a $300K reserve that was initially stagnant, I've amassed approximately a million dollars in 18 months.
@@waltzwalter I'm glad I came across this conversation. Would you mind providing me with the name and contact information for the financial advisor who assists you with your investments? I find learning new things fascinating..
@@biankabrodeur01 Finding financial advisors like STACIE KRISTAL WEBER who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@@waltzwalter Thanks for sharing, 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 e-mail shortly.
Thanks for sharing the details Humphrey. Your simplified videos make life easy for small retail investors like me. Keep such videos coming our way. Wishing you all the best !
Doing 50:30:20 based on your 3 ETF portfolio. VOO50%, (Soxq, Schg, qqqm each 10%), and lastly (schd, dgro each 10%) Also have a separate account that just has Schd for 50K and the final account that only holds AI and Cybersecurity including VGT Etfs for 50K Tradional IRA follows my regular brokerage account allocations.
John Bogle said you should own your age in bonds. For example a 20 year old would own 20% in bonds and 80% in stocks, a 50 year old would own 50% bonds and 50% in stocks and an 80 year Old would own 80% in bonds and 20% in stocks . Taken to the extreme a new born should be 100% in stock and a 100 year old would have 100% in bonds. This is a good place to start. Some one more agrressive could hold 10% less bonds at a given age where a more conservative investor might hold 10% more in bonds at a given age.
My ETFs have outperformed my index/mutual funds over the past 5 years by a wide margin. I hold about 25% of my portfolio in just VGT, VTI, VXUS, and IVV. I do plan on holding these comtinually. I also have 25% a wide range of individual stocks that have outperformed my ETFs, but that's largely due to two stocks NVIDEA and Apple. I try to keep 40% of my holdings in Index and mutual funds. They are not too exciting but provides steady growth over the long term. The rest in in cash or secure assets. I do have to rebalance yearly as my 401k is limited to mutual, index and bond funds.
In a symbol: AVGE ETF for your equity portion of a three fund portfolio, for Bonds a T-Bills ETF and an Intermediate term diversified Government Bond Fund and for additional coverage a REIT ETF like FREL or VNQ.
Running 4 fund Roth right now. With 4 stocks from 4 sectors. Divo, spyd, vym and vti. Adding sphd next year. Abbvie, Devon energy, 3mm and Altria are my 4 stocks.
Mr. Yang, you rock! Been watching your content and glad to know I’m on the right track, give or take. Was wondering if this 3 fund portfolio would be a good choice for a custodial account? I set up a Fidelity account for my newborn and would like to know your thoughts on best allocation, do’s and don’ts for custodial accounts. Perhaps a video down the line… In any case, appreciate your content!
Great video! I think anyone can benefit from this video if they are thinking of a 3 fund portfolio. My question would be would the portfolios you described be best for a Roth or Taxable account? Lets say if was a Roth Portfolio, what would you recommend for a 3 fund portfolio in a taxable account to avoid overlapping funds and stocks?
Should this three fund portfolio method be used with a Roth IRA or just a normal brokerage account? What if I have a Roth IRA and a normal brokerage how would I go about setting each one up so that it doesn't look the same? or it does not matter?
@@robc8468 As an example if a person is 70 years old then 70% in bonds and 30% in stocks? What about ETFs or mutual funds? How much cash percentage-wise?
Great content! Thanks for sharing your knowledge & expertise. A couple of questions: 1) Is it true that unrealized gains within a Roth IRA (created by rebalancing, etc.) will not be taxed upon withdrawing after retirement? and 2) Within a regular IRA, will gains be taxed at the capital gains rate or ordinary income rate?
Thanks for your content Bro! It's so awesome to learn about these things. How to find any asset management firms are true and not a scam. For example, Have you heard of Palm alliance management?
Ty very much for the video. I didn’t know what to do with a rollover Ira money I just got set up. I have fidelity so this helps a lot. To use that money and make a three fund ira
If someone followed this as opposed to buffets 90% s&p + 10% treasury over the last 10 years or 20 years, it’s easy to plot the total return outcome of that decision.
SIPC only covers 500K. If you were to open an account with Vanguard, Fidelity, and CS, and hold 500k in each brokerage account. Are they all covered by SIPC totaling 1.5M? Or does some one just open ONE single brokerage account and keep more than 500k in there and SIPC will cover the excess of the 500k under specific circumstances?
This used to be one of my most watched channels... sadly, it's been a while since i visited it has been a very rough year... i am experiencing one of the toughest phases of my life... Lost a fortune lnvesting in emerging companies. Hopeful, for a turnaround.
What do you think about a strategy where you keep a certain amount of your portfolio in cash, then every time the stock market crashes, you buy more of your index fund?
High profit margin business then funnel that money into index fund portfolio then take a line of credit to buy apartment complexes for tax write offs and more cash flow. That's what I am trying to build. Scaled to 90 units of real estate.
If my three mutual have been consistently outperforming the s&p 500 benchmark over the past ten years but the MER is 2.36% would you pull it all out and put towards an index fund? I have run some numbers and despite the 2.36% MER if the overall growth rate surpasses the index by 3% I still come out on top. Thoughts?
I currently have a portfolio consistent of 3 ETFS which are VOO (50%) and then i have QQQ(25%) and SCHD (25%). I started less than a month ago investing and i am still learning , the rebalancing part of the video got me thinking if i should rebalance this for a eve 33% on each , or since VOO is the SP500 ETF etc should i keep it this way ? Love the content !
Humphrey thank you so much for all your knowledge sharing. I'm 37 and want to simplify my ROTH IRA down to VTI and VOO. For this 2-fund approach, what % of each would you "hypothetically" recommend? 50/50? 80/20? Somewhere in between? Thanks again!
