4 ETFs to BUY not named SCHD

  Рет қаралды 27,560

Mark Roussin, CPA

Mark Roussin, CPA

Күн бұрын

Пікірлер: 86
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
Join my Newsletter and discord at go.roussinfinancial.com/subscribe Which of these 4 ETFs do you like BEST?
@LS87-h1b
@LS87-h1b 3 ай бұрын
Have you ever considered doing some ETF analysis of UCITS ETfs for us unlucky Europeans?
@lbg09
@lbg09 3 ай бұрын
I have some IJR in my portfolio. Haven't been too confident in the investment, as it was picked by AI (I'm new to investing), but this video and a few others has me feeling better about it
@mikem4490
@mikem4490 3 ай бұрын
Schg is a good choice. But I really like VTV. I need to check out schh somemore.
@LesterHess-t1x
@LesterHess-t1x 2 күн бұрын
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
@wmwoods-l4f
@wmwoods-l4f 2 күн бұрын
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
@speak2Gary
@speak2Gary 2 күн бұрын
There is 55% overlap with the holdings in VOO and VUG. 1 is tech heavy and the other is financials heavy similar, but not the same. VOO tracks the S&P 500; VUG is just focused on large cap growth stocks. VUG is a bit more volatile, but with a higher upside potential. VOO is a bit safer. I’ve never heard anyone advise against multiple ETFs/mutual funds. You just have to be aware of overlap. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
@davidwysocki1004
@davidwysocki1004 3 ай бұрын
Thanks, Mark, for an interesting presentation on these four ETFs.
@USMC-CAR
@USMC-CAR 3 ай бұрын
I sold my VTI-VGT for SCHG and never looked back. SCHG-SCHD have been a great combo.
@scottdaniels5976
@scottdaniels5976 3 ай бұрын
IJR my longest held ETF since Dec 2003......unrealized cumulative gain 290.19% (14.6% Annualized)......$29.78 cost basis.
@RobertMeyers-t7r
@RobertMeyers-t7r 3 ай бұрын
SCHH, that’s huge that you are actually recommending a reit ETF!!
@girldaddividendinvestor
@girldaddividendinvestor 3 ай бұрын
Great stuff! Currently holding SCHV in lieu of VTV
@ruslankoruniak2324
@ruslankoruniak2324 3 ай бұрын
SCHD+JEPQ or JEPI, SCHG, SPLG, SOXQ, IBIT or if Roth account SCHD+JEPQ+high dividend stocks(no more than 5)
@DanielSuarez-zn8iw
@DanielSuarez-zn8iw 3 ай бұрын
I'm also a big fan of SCHH. However, 100.0% of SCHH's 120 holdings also in SCHB. And I'm quite invested in SCHB. Along with SCHD and SCHG. Good video.
@humblesojourner5246
@humblesojourner5246 3 ай бұрын
SCHG and VTV!
@pauladavis2933
@pauladavis2933 3 ай бұрын
Enjoyed the video and took notes. 😊 Just wondering what are the management fees for these ETFs. Thanks 👍
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
All low cost funds
@user-gr6bv5lf8m
@user-gr6bv5lf8m 2 ай бұрын
Hi Mark, What about AVUV rather than IJR? Thank you.
@billyb718
@billyb718 3 ай бұрын
I have 46 shares of ijr with a 25 % gain as part of my IRA IN 4 etf structure up yr to date 13% and 26% over a year. Do own schg and schd but will consider schh.
@marym5770
@marym5770 3 ай бұрын
Is VYM worth investing in? Along with VTV?
@ChantelleJones-l4h
@ChantelleJones-l4h 3 ай бұрын
why did ijr drop significantly? still down 21%
@tompartyka352
@tompartyka352 3 ай бұрын
Great video Mark! Splg, Schg, Schd, Ftec Vtv make up my ETFs. 1100 shares of Vtv 2530 of Schg after split
@Aboite81
@Aboite81 3 ай бұрын
Nice!
@toddneal7483
@toddneal7483 3 ай бұрын
I like SCHA as a small cap.
@TotallyRegWhatelse
@TotallyRegWhatelse 3 ай бұрын
👍#246. Goody ❤. Nevertheless I use SCHD to counterbalance my set of tech stocks.
@tonyrosel1906
@tonyrosel1906 3 ай бұрын
It is not difficult to find well run REITs yielding 5% (examples: "O", "VICI", "NNN"). Why does SCHH have a dividend yield of less than 3%?
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
Top positions do not have higher yield but rather faster dividend growth (ie. PLD, AMT, etc)
@violetlightburst
@violetlightburst 3 ай бұрын
Moved to bonds for now.
@waldemarkornahrens6622
@waldemarkornahrens6622 3 ай бұрын
I've heard that suggestion before of offsetting a growth ETF with a value ETF for balance. But isn't that sort of the same as just investing in the S&P500?
@cindythach3248
@cindythach3248 3 ай бұрын
Thanks for sharing, what do you think of IIPR and VICI?
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
Love VICI, my largest REIT holding
@FRANKLIN-nu6wo
@FRANKLIN-nu6wo 3 ай бұрын
Good information, but you never covered the cost of those ETFs (should have mentioned the cost of each)
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
I only look at low cost ETFs
@FRANKLIN-nu6wo
@FRANKLIN-nu6wo 3 ай бұрын
@@MarkRoussinCPA Sorry if I missed that in your video, but make sure you state that up front or maybe several times! Thank you for update!
@MrSummitville
@MrSummitville 3 ай бұрын
​@@FRANKLIN-nu6woWhy can't you do that research?
@fr8doggr551
@fr8doggr551 3 ай бұрын
The expense ratio is on every screen shot he posted. They were all low cost...0.04 - 0.07.
@gwendymolly5953
@gwendymolly5953 3 ай бұрын
convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed SPGI? I have $200k in a HYSA and want to invest. What are the best opportunities now?
@jamesklapetzky8633
@jamesklapetzky8633 3 ай бұрын
Just discovered your videos last month Mark. I currently have SCHB, SCHD, & SCHG ETFS. In terms of stocks, I have DOMINION, VERIZON, PFIZER, & VICI PROPERTIES. Should I still buy SCHH and what reasonable price Dividend ETFS or stocks should I have since I want to generate income in the next 15 years?
@lloydbanks6609
@lloydbanks6609 3 ай бұрын
Can SCHH be help in a Taxable Account without incurring negative tax implications?
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
In a taxable account you will still be required to pay taxes on that income
@DougJDoug
@DougJDoug 3 ай бұрын
$SCHD is kind of mid. Yield isn’t that growth….average growth too.
@JohnnThomas
@JohnnThomas 3 ай бұрын
Nice video Mark , I have $SCHG , $SMH , REIT am holding stock with good dividend yield and what do you think about $FXI a small exposure to China ?
@ClownMoney
@ClownMoney 3 ай бұрын
Schd dividend payout will be less now after stock split .25 payout
@MarkRoussinCPA
@MarkRoussinCPA 3 ай бұрын
It will be the same. You have 3x the shares you had earlier.
@ClownMoney
@ClownMoney 3 ай бұрын
@@MarkRoussinCPA that’s nice I’m a little confused on some ppl saying if you had schd before split you get paid same amount and people who buy after stock split will get less dividend pay
@WilliamsJoy-t7q
@WilliamsJoy-t7q 3 ай бұрын
convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed SPGI? I have $200k in a HYSA and want to invest. What are the best opportunities now?
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