Hybrid Investing advice: Place your own trades with light help | Sponsored by BMO InvestorLine

To see BMO InvestorLine's hybrid investing service, adviceDirect: bit.ly/3Bt3cf1
*This video is sponsored by BMO InvestorLine
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More investors want to place their own trades but still want "some" advice to help prevent some basic investing errors. But for the most part, if you want to execute your own trades it's difficult to get advice on your portfolio because most Discount Brokerage platforms operate under what's called an OEO model (Order Execution Only). If you want advice on your portfolio you'll either have to delegate completely to a robo-advisor's turn-key portfolios or use a human advisor.
This is where "hybrid investing" is likely poised to fill in this market gap. We've seen an explosion of investors opening up discount brokerage accounts and sometimes they make basic portfolio errors. Hybrid investing seems like a fast growing service: you place your own trades, but you get access to light investing advice. It's not as comprehensive as a human, but that's the tradeoff. It's light advice at lighter costs.
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[@marie-louiseleroux828]

The Market Is about To Crash; I believe the equity markets to be significantly overpriced and feel a severe correction (25% plus) within the next 2-5 months is very plausible. Any sage advice for someone ready to start investing would be greatly appreciated….

[@allisonmoore5712]

Stocks are good but crypto is more profitable. Not to be compared.

[@charlesthomas2735]

Hello please I need help am a newbie lost over €6,000 a week ago is they any opinion on how to gain back?

[@greysonyhk2826]

oops that's a huge lost.

[@abubakar_Abson]

@@charlesthomas2735 You have to get more experience first, work with a professional on crypto to guide you step-by-step.

[@abubakar_Abson]

Okay, I trade with expert Dave Javens his an excellent analytical broker and account manager. Well known.

[@scottshafer9813]

Love more competition in this space! Great work as usual Preet!

[@cherylhurst]

Great video Preet, as per usual 😊

[@markbell5929]

Thanks Preet! I am mostly self-directed and use Vanguard all-in-one ETF’s. Would you have an opinion on that? Cheers

[@PreetBanerjee]

Without more details, I'd say that can be a very optimal choice. Low cost, diversified, rebalancing, etc. All good things!

[@scottshafer9813]

Same !

[@skrmacs4815]

Hi Preet. Happy to watch your advice videos. why am I being charged a commission when trading?

[@PreetBanerjee]

Depends on your platform, but generally in the US the revenue from order flow and net interest margin (the spread on unused cash balances) can be significant revenue sources. Some platforms will offer commission-free trading because the other revenue sources are high enough and it's their value proposition. In Canada, it's a little less prevalent because you can't sell order flow on Canadian stocks, but other revenue can offset what gets eaten (i.e. premium services, data access, etc.) Make sure to check out my video on order flow as it goes into more detail: kzbin.info/www/bejne/bGXOmp9jr9Jjm7s

[@skrmacs4815]

@@PreetBanerjee thanks. I'll watch the recommended video.

[@tommy_salami108]

Preet look at the comment chain under Mary Martin it's a bunch of bots promoting some BS please do something about that...

[@PreetBanerjee]

Thanks for flagging it. It's almost a full time job removing the bot comments these days. It's unbelievable how much they spam my channel comments.