The 6 Best Index Funds for 2024 (and Beyond)

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Here's my list of the top 6 index funds to buy in 2024 and hold forever!
The Book Mentioned in this video: 'Same As Ever' by Morgan Housel - amzn.to/48jtOy2
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Опубликовано:

30 сен 2024

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Комментарии : 93

@JayFairbrother 9 месяцев назад

Check out the book mentioned in this video - amzn.to/48jtOy2 "Same as Ever" by Morgan Housel - it's a fast and super interesting read. I highly recommend it!

@DavidsThompsons 8 часов назад

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for...

@WilliamsConleys 8 часов назад

I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.

@DavidsThompsons 8 часов назад

@@WilliamsConleys That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

@WilliamsConleys 8 часов назад

@@DavidsThompsons My advisor is MARGARET MOLLI ALVEY;

@WilliamsConleys 8 часов назад

You can look her up online

@GoldbergsFloresas 8 часов назад

@@WilliamsConleys The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?

@Sharkuterie327 3 месяца назад

Timestamps (as best I could): Index/ETF Foundational 1:45 VTSAX/VTI 3:21 VGTSX/VXUS 6:05 VBTLX/BND Higher Exposure/Growth/Cherries on top 7:55 QQQ 8:52 SCHD 9:40 AVUVX/AVUV This video made me crave Snickers, chocolate milk and peanut butter. Thank you for the advice!

@muradshawar 3 месяца назад

SPY 50% OF BROKERAGE 20% ACTIVE AND 70% OF ROTH IRA QQQ IS 20% IN BOTH SCHD IS 10% IN BOTH Stick to these 3 High quality ETFS no need for 6

@tjbrainstorm5350 3 месяца назад

@@muradshawar Can you elaborate this? what does that mean 20% active and 70% of roth IRA, and qqq in both?

@muradshawar 3 месяца назад

@@tjbrainstorm5350 Yeah sure TAXABLE ACCOUNTS is this mixture SPY50% QQQ20% SCHD 10% ACTIVE MANAGEMENT 20% meaning I buy stocks with it ROTH IRA SPY 70% QQQ 20% SCHD 10%

@barbborstein7640 21 день назад

I have a 3 fund portfolio but I have finally decided to invest in ETFs, alongside. I’m looking at SCHD, VOO, XLK or SCHG.

@ms.scooterrider 17 дней назад

Awesome picks! I love SCHD, I really think the way to go is to add the growth separately, like a VOO or XLK or Individual stocks like AAPL and MSFT while keeping SCHD as the core holding.

@henrymitchell9717 17 дней назад

Hi, I'm new to investing and will be making my first investment into etf tomorrow. I was initially going to just start off buying VOO but after some research and yt videos I was wondering what you think about buying both VOO and SCHD?

@ms.scooterrider 17 дней назад

VOO is great. SCHD is great. Either approach is fine over the long term. Most important thing is to get started and build your income over time to continue investing more as time goes on. In the last 5 years, I've invested 200k in equity index funds, ETFs and individual stocks, which allowed me to retire in my 40s! Current portfolio value is ~1.4M and growing.

@philcrowley007 17 дней назад

Congratulations you're doing sooooo well! I lost a lot chasing individual stocks and I feel pretty stupid for not understanding how investing works. I have a double major in economics but I’ve been trying to make sense of the market.

@ms.scooterrider 6 дней назад

Keep it simple, buy things you understand, take some risk but don't try to shoot the lights out. Talk to a CFA if you really aren't sure. I am with *Lina Dineikiene* .I conservatively follow her recommendations and guidance on market entry and exit points, and tbh this approach makes investing worthwhile and less hands-on for me. I am convinced it's not just hard work but smart work :-)

@mdstorm9198 9 месяцев назад

Set it and forget it…..makes life easier and makes you wealthy. Well done, Jay. 👍🏻

@faisalebiz 6 месяцев назад

U talk a little too much, get to the point faster and beat a little less about the bush

@monsieurdale9310 6 месяцев назад

it's so the video gets over 10 mins. they get more revenue that way.

@JayFairbrother 6 месяцев назад

Not really, but ok. Yall clicked on a 10 min video then you complain it takes 10 mins?

@terrybogard7505 4 месяца назад

Amen!

@BEEFTEEF4 4 месяца назад

OP can you like, shut up? There is wisdom in the journey. If you keep wanting to get to the end, you are going to have a greattttt time in life. It’s a 10 minute video and he’s teaching you how to THINK.

@Sharkuterie327 3 месяца назад

It would be useful to have the list of the recommendations in the comments with timestamps.

@felixwright8300 8 месяцев назад

If I plan on using these funds how much percentage of each should I have in my portfolio? I’m new

@grzybobranie7765 6 месяцев назад

I been putting 10% of my earnings, sometimes 15% each month into SPY/VOO. For about 3-4 years now. I tend to sometimes buy some crypto, but obviously those are much riskier. Generally speaking most people on RU-vid tell you to invest no more than 10% of your earnings, however I read the book, I believe it was called Simple Path to Wealth, in which the author said to work/earn so much you can comofortably put 50% in your investment.

@puremagix94 5 месяцев назад

What are you even talking about ….

@JayFairbrother 5 месяцев назад

Index funds! But only 6 of them.

@clbrown555 9 дней назад

Excellent and great research…thank you!

@Sun_Wukong666 14 дней назад

For small cap ETF what about XSMO?

@bkozulla5841 9 месяцев назад

Thank you, Jay! I hold, almost, all of these.. except I have VGT instead of QQQ

@Sun_Wukong666 14 дней назад

An alternate to QQQ could be QQQM!

@plhm33 6 месяцев назад

Omg get to the point.

@PierceJPeterson 9 месяцев назад

Investing in index funds can be such a powerful way to build wealth. Great video, Jay!

@lispendens 8 месяцев назад

It's so simple that anyone at any stage in life or financial situation can DCA into it. It truly works and I didn't believe it at first. You see the results 3-10+ years out. Savings accounts in banks ARENT SAVING YOU SQUAT

@MuzixMaker 9 месяцев назад

What’s the difference between the vanguard fund and etf? Also, what’s the allocation between the suggested equities? I’m sure it partially depends on age.

@JayFairbrother 9 месяцев назад

Basically ETF's trade like more freely like a stock would, mutual funds process any buys/sells once a day. Allocation totally depends on your age, your investing goals and how much risk you're willing to take on.

@MuzixMaker 9 месяцев назад

@@JayFairbrother thanks !

@AndersonChao-vs3zf 18 дней назад

I got Index fund for my long term and I got stocks and some ETF for my Short term swing trader ETF and stocks work pretty much same thing, a lots stocks must better than ETF

@elvd7437 7 месяцев назад

which is the better option, the fund VGTSX OR ETF VTI since two are from the same fund family?

@kapilrules 2 месяца назад

Thank you Brother

@TheLexrockett 9 месяцев назад

Jay I'm so glad you're back! I have really enjoyed your videos and, being in my 40's, I'm glad that you will be making more episodes geared towards us mid-life folks. I've learned a lot and look forward to more.

@JayFairbrother 9 месяцев назад

I appreciate it!

@kenjohnson1594 9 месяцев назад

Hey Jay, great come back video. The content was spot on. I have all except for QQQ, which I was planning on adding for the new year….Thanks as always 👍🏾

@JayFairbrother 9 месяцев назад

That’s the only one I don’t personally own too. Most of my $$ is in the first 3 mentioned in the vid. 👍

@arentibbs799 9 месяцев назад

International equities only do well when the US is in a depression, e.g., after the Dot Com crash, which only affected the US. In 2008-09, it was a global depression which hurt everyone. However ,the US was in a better position to recover sooner than the rest of the world because the US was only somewhat Socialist whereas the rest of the world is *very* Socialist and had that albatross around their neck.

@arentibbs799 9 месяцев назад

Bonds are only a good investment when interest rates or declining. If you think the Fed will be lowering interest rates next year, bonds may be a good investment in preparation for the drop. When interest rates are going up, bonds are a terrible investment, a guaranteed way to lose money.

@akin242002 5 месяцев назад

Nice video! VTI, VUG, VGT, and SCHD are excellent choices of ETFs for any portfolio.

@sandradelgadillo9430 7 месяцев назад

Who has at least 500k from Index Funds? Then tell me what Index Fund (s) you have!

@arentibbs799 9 месяцев назад

Ben Felix has been promoting small cap value as the category for big potential gains over time. Small caps have room to grow. And value means they have income and spend money carefully. I have some AVUV in my M1 portfolio.

@faustothegreat6139 3 месяца назад

Rich with knowledge now, thank you sir

@TheMilkman-k7p 9 месяцев назад

So accounting for fees…what’s your total net? You might be surprised. All brokerage companies had to follow suit with Robinhood with no commission trading fees so where are those fees now…? You guessed it…ETF’s. You think there revenue went down after zero commissions nope they went three the roof …how..you guessed it raising all hidden fees in their etf’s products. It’s deep, deep I. The writing and sense nobody reads it…they jacked up the price and pitch these etf’s as the greatest thing to invest in cause it’s safe and it gets you all the best…not really.

@JayFairbrother 9 месяцев назад

the vanguard etfs have an expense ratio of UNDER 0.10%. A literally insignificant amount and the lowest you'll find on any openly traded fund/etf.

@IFSTherapyRealResults Месяц назад

Great Info. Thanks.

@wisedevelopmentmedia 3 месяца назад

Bruh… get to the point

@johnkitchens310 Месяц назад

Very well done.

@paulki3406 5 месяцев назад

What about spy sounds like you are from vanguard or something

@JayFairbrother 5 месяцев назад

I wish they were paying me 🤷🏼‍♂️

@kylel8954 9 месяцев назад

Nailed it. AVUV at the end was 👌🏻, but I think VT deserves a mention for a buy n hold forever fund. Lot of people are VT and chill.

@JayFairbrother 9 месяцев назад

VT is definitely a buy & hold forever fund. I like having the separate US & International funds which is why I chose those

@aspreedacore 6 месяцев назад

can anyone explain the difference between index funds, mutual funds and etf's? I want to invest but there is like 3 different forms of "basket" investments...

@JayFairbrother 6 месяцев назад

Basically ETFs are funds that trade just like a stock would, you can buy & sell any time during the trading day for whatever the current price is. Mutual Funds only process their buys/sells once per day and everyones trade processes at the same price. Mutual funds also typically have a minimum initial investment, where ETFs dont. "Index Fund" just refers to a type of mutual fund or ETF that passively tracks an index (such as the S&P 500), instead of an active fund where a fund manager is in total control buying or selling whatever he/she sees fit in order to try and maximize the funds returns

@aspreedacore 6 месяцев назад

@@JayFairbrother so basically index is just a list of mutual and etf's and to invest in an index you invest in either a etf or mutual fund and mutual fund you can trade once per day but have a purchase minimum and etf's can trade multiple times a day and has no minimum? I'll look more into this when I finally understand my job's 403 B lol

@DigitalJedi084 9 месяцев назад

Index funds are my jam! They really make investing so easy for us n00bs

@JayFairbrother 9 месяцев назад

There aren't any points for added difficulty, easy is the way!

@DigitalJedi084 9 месяцев назад

@@JayFairbrother Occam’s razor!

@andreadelapuente8572 8 месяцев назад

Hi, thank you for this video! What would be the index fund for the bond index under Fidelity?

@JayFairbrother 8 месяцев назад

I believe it’s FXNAX as a mutual fund and FBND as an ETF

@EGEIS9 7 месяцев назад

thoughts on jepq as an index fund? its yeild rate is 7%

@JayFairbrother 7 месяцев назад

JEPQ is fine as an income fund (I actually own a bit of it), but I wouldn't consider it an Index Fund. It writes options contracts against an index in order to produce that 7% yield, but the goal of the ETF isn't to track and provide the returns OF the index like a true index fund would.

@EGEIS9 7 месяцев назад

@@JayFairbrother sorry I’m a little new I meant jepq as a dividend stock. I have voo also but I don’t know what to prioritize cause with jepq I’ll get monthly dividends which I will then just feed back into so it can grow faster

@mattw785 9 месяцев назад

Great vid. My IRA is this but with Fidelity funds!

@JayFairbrother 9 месяцев назад

Fidelity has great funds too. I always default to talking about Vanguard because they're the ones I own!

@mattw785 9 месяцев назад

@@JayFairbrother Even in 2nd job all funds are in a similar holdings and set to auto rebalance every 6 months. 60/30/10 percentages

@roniltataria8712 9 месяцев назад

Do you have similar recommendations for funds with fidelity?

@JayFairbrother 9 месяцев назад

Fidelity has equivalent funds to all the Vanguard funds I mentioned here, for example their Total Stock Market fund is FSKAX. Just search up the names in fidelity and you'll find all of their versions.

@roniltataria8712 9 месяцев назад

Thanks@@JayFairbrother