The BEST 10 Index Funds To Own For LIFE

[@humphrey]

Happy New Year! Which Index Fund do YOU love? Don't forget to check out my newsletter ➭ humpdays.substack.com 🐪 and WeBull (Get 6-12 Free Stocks worth up to $30,600 when you deposit $100) ➭ a.webull.com/i/HumphreyYang

[@Yola386]

VFIAX and VTSAX

[@snakevenomdrink]

I’d like for you to check out stock TMC the metals company and give your opinion on the future direction of the stock. Thanks Humphrey 😊

[@Olivia-hx7xz]

@@snakevenomdrinkweeuu😂e

[@akin242002]

Based on 5 year performance: Total USA: VTSAX or VTI S&P 500: FXAIX Large & Mid cap: SNXFX or SCHK Mid cap blend: VO Small cap blend: IJR Dividend growth: SCHD

[@birilol]

Why are you looking at 5 year performance for buy it for life lol

[@Blitcliffe]

Given the current economic difficulties that the country is experiencing in 2023, how can we enhance our earnings during this period of adjustment? I cannot let my $680k savings vanish after putting in so much effort to accumulate them.

[@SkepticalMechanic-l9x]

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals

[@Too-old-Forthischet]

Yes true, I have been in touch with a financial 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.

[@Too-old-Forthischet]

There are a lot of independent advisors you might look into. But i work with Nicole Desiree Simon and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

[@Goodmorning592]

im from the future, you missed the bull market because you hesitated

[@Hannahbenowitz]

Many people are considering bitcoin as the "ETF of the year." However, I'm curious about which etfs could potentially outperform in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

[@PennyBergeron-os4ch]

I think the next big ETF will be A.I. For enduring growth, 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.

[@JosephineKenney]

A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 10years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially free.

[@HildaBennet]

I'm glad i found this conversation. Please can you leave the info of your investment advisor here? I'm in dire need for one.

[@JosephineKenney]

Sonya lee Mitchell is the vetted fiduciary I use. Just research the name. You’d find the details to work with a correspondence to set up an appointment..

[@HildaBennet]

Thank you for the lead. I found her page, and sent her an emaiil. I hope she gets back to me soon.

[@BiesingerFIREJourney]

We love investing in index funds!!! Thanks for sharing, I loved your #2 and #3 picks too! 😊

[@humphrey]

Thanks for watching Biesinger!!!

[@prabhakarit]

Hey Humphrey, appreciation from India. I am a new investor into US stocks. Thought its a good time. I have been following your videos past few weeks and they are quite helpful. These index funds, most of them seem very worthy for long term holdings. Thanks again ! :)

[@aadeorukhkar]

@humphrey: Hours worth of research put together for your viewers in under 20 min! The value you provided with this video alone is mammoth! Thanks man!

[@johnyossarian9059]

The BlackRock data at 3:10, is there a misplaced text on the chart?

[@MireSeVini]

A big one you missed in my opinion is XSD. Tracks the semiconductor index with a 25% rate of return over the past decade.

[@HealingHans]

Question! I have Fidelity and have been investing in FXIAX. I have a few other index funds I have invested in but I just wanted to know if its necessary to also open up a vanguard and a Schwab account to get the others? Is it necessary or is sticking to just Fidelity okay? Thank you! Still learning.. Happy New Year!

[@Compounddeznuts]

At Fidelity you can buy the ETF equivalent, might be able to buy the index funds or mutual funds from other brokers, but there will probably be a fee on top of the expense ratio for the transaction

[@HealingHans]

@@Compounddeznuts thank you!

[@humphrey]

Just buy the etf equivalent!! Don’t need to open a new account

[@humphrey]

But also fxaix is also good enough if you want to just stick to that.

[@calebwert1057]

Berkshire Hathaway is the most underrated “index fund”. Buying it gives you the exposure to 65 wholly owned companies plus a lot of public companies that $BRK.B has a stake in. Also you get the best CEO in the world managing your savings. Also has 100 billion dollars in cash.

[@coltonpope6061]

Hi Humphrey. Nice video. Just wanted to let you know that FTIHX is only annual dividend too and not quarterly

[@humphrey]

ah! thank you. i stand corrected

[@humphrey]

FXIAX is quarterly.

[@CoachKlinger]

You mentioned the Schwab dividend fund has averaged over 12%. Does that 12% include the 3% dividend payout being reinvested or is the dividend payout in addition to the 12% return? Thanks so much, great video!

[@CliveBirse]

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.

[@91ScottieP]

The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

[@mariaguerrero08]

I agree , I assumed I had a hang of the market at first, I gained $50k one year and I was super elated, not until I stumbled upon a portfolio-adviser whose been guiding me since the market's been sham after the pandemic, to my utmost surprise I netted a whooping $280K during this dip, that made it clear there's more to the market that we just don't know

[@mikegarvey17]

@@mariaguerrero08 That's impressive!, I could really use the expertise of this advisors , my portfolio has been down bad....who’s the person guiding you?

[@mariaguerrero08]

I am guided by "Mary Onita Wier". I found her on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care for supervision.

[@JackBJacobs233]

This recommendation literally came at the right time, I’m down by $7k in stocks this week alone.. its crazy! I just looked up Mary online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.

[@jackreign67]

Hi Humphreys . I am 28 years and i been investing in vti / schd for the most part ever since I started investing. I just set up auto investment from my bank to those two etfs on weekly basis. Is that good enough? Don’t really want to bother with single stocks

[@coreypetitt3009]

@Humphrey - If I have my money in Fidelity, does it just make sense to buy Fidelity’s index funds instead of Vanguard’s? For example, if I want to buy VOO should I just buy FXAIX and pay less expense ratio? That is what I am having trouble with. Convenience is telling me Fidelity but I want to make sure I’m not missing out on something Vanguard provides in VOO that Fidelity doesn’t in FXAIX. Thanks!

[@yOOjisinthefrig]

At the end of videos like this, I think it would be very beneficial if you could do examples of percentage allocation of these funds maybe based on age groups. I have bought into several of these funds but never know if my percentages are spot on. Regardless, thank you for the video!

[@alienaliens146]

So how can we access fee based fund that pay quarterly dividend?

[@keishaofthe]

Biggest lesson i learnt in 2022 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.

[@jenniferpowell23]

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.

[@yvonnejoordan]

@shane heried The one effective technique I'm confident nobody admits to using, is staying in touch with an Investment-Adviser. Based on firsthand encounter, I can say for certain their skillsets are topnotch, I've raised over $700k since 2017. Just bought my 3rd property for rental. Credit to Autumn Lynzi Smith.. my Investment-Adviser.

[@ptuon714]

I usually don’t comment but best content ever. Thank you Mr. Humphrey

[@humphrey]

I appreciate that, comment more often!!!

[@jasongualdoni4809]

Another awesome video! Thanks for all your hard work and sharing your considerable knowledge and experience.

[@humphrey]

So nice of you

[@huyly6648]

Thanks for the great content! I am turning 21 and recently look into this and wondering which one should be better between Index Fund ETF and Index Fund, beside with ETF you can purchase online without fee through any firm these days (considering the expense ratio and and everything remains the same)

[@matthewbegin3462]

I found you can transfer the zero fee funds with in fidelity, then you could transfer to another holding. So not an issue if you like the zero funds

[@tscpr555]

Thank you so much, this was super helpful. Still have no clue what I am doing :'D, but I am investing in these 3 - FZROX Fidelity Zero Total market Index Fund - SCHD Schwab US Dividend Equity ETF - VTV Vanguard Value Index Fund ETF Shares

[@KarinyoBlue]

Hey! Do you have an update? I am also pretty new at this!

[@dianagraves4674]

Is there a Fidelity equivalent for SNXFX?

[@ericdemilo2497]

I don’t know anything about investments but your videos are helping me to relax and start understanding little by little the concept and for that I want to say thank you. I am feeling more confident and this video truly helped me. Thank you again and keep your great work. You are the best. 😃😃😃

[@taufeeqrahi7955]

I am new in this too, i started to read the little book of common sense investing. This book is helping me a lot. Hope you find all your answers in that book.

[@FactStorm]

Humphrey, which of these overlap most, so I won't have to buy in a redundant manner? Which are the best to combine in order to strengthen my index fund portfolio? Thanks

[@thomashuang8401]

SCHD seems underrated even tho it’s grown in popularity lately

[@RobFavoriteMusic]

It’s FXAIX, not FXIAX. Great video!

[@RatStabberify]

This opening makes me think he's been watching podcasts with MrBeast

[@humphrey]

HEHEHEHE

[@RatStabberify]

Get that retentions lettuce

[@trickybjj]

Great video and awesome choices, happy new year my guy 🎉

[@humphrey]

ah thanks man! Happy new year :)

[@MrDeadserious1]

VGT 25% VUG 25% VTV 25% VIG + VYM 25%

[@mattyforty5118]

Happy New Year!

[@humphrey]

Happy new year Matty! thanks for tuning in and dropping a comment

[@mananbhatt6899]

What about SPY ? Which of the following options - SPY, SCHD, VFV, or VTI - would be better to hold for 20-25 years? I am a 29-year-old Canadian citizen seeking advice on long-term investments.

[@maddihudson8982]

Happy new year. Great to start this year by investing those index funds. Thanks for that.

[@arkadandfortuna1582]

Awesome content man! U should do a meet & greet at an event… your one of the few if any that delivers digestible info in plain English with examples, definitions, pictures and non of that financial jargon that no one understands. ❤

[@arkadandfortuna1582]

@FavourJohn-of5ex why? Your not even Humphrey but your using his photo?

[@paragonknight3307]

Sooooo how do you pay the fees associated with the fund? Can you have it taken out of the dividend payments?

[@Bangpaulxu]

Happy New Year Humphrey! Another banger video!

[@humphrey]

Happy new year!!

[@Just_Stevo]

VTI doesn't beat VOO.

[@willhay9113]

What about VWRL?

[@JH-vg3zr]

This was exactly what I wanted to look into today. Thanks Humphrey.

[@humphrey]

Glad I could help!

[@johnb2251]

What are your thoughts on owning these in a taxable brokerage account?

[@joegeezly9613]

What about VOO?

[@danbtesh]

What is the difference between fxaix and fnilx?

[@retro9173]

FNILX is for large cap growth like FSPGX and FXAIX's is fidelity's S&P 500 version, it's a hot one and meant to hold indefinitely!

[@DavidHar]

What about Nasdaq 100? QQQ? Great returns historically and still very diversified compared to investing in individual stocks!

[@Harperrr.99]

I started stacking to SAVE wealth. I've always been the type of person to spend my entire paycheck. I hate having money just sit in the bank. I am under pressure to grow my reserve of $950k. before I turn 60, I would appreciate any advice on potential investments.

[@devereauxjnr]

I can feel your pains. New guys need to realize the risks that come with all of this. You could lose it all and you could win it all. It goes both ways. Second, what works for A may not necessarily work for B and you should not be a bandwagon investor. A good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge.

[@SkepticalMechanic-l9x]

@@viewfromthehighchairr That's impressive, my portfolio have been tanking all year, tried learning new strategies to gain in the current market but all of that flew right over head, please would you mind recommending the Adviser you're using.

[@SkepticalMechanic-l9x]

@@viewfromthehighchairr Thanks for the info, i found her website and sent a message hopefully she replies soon.

[@uryanbuenaflor7483]

Hey Humphrey, Appreciate all the content you are providing. I just had a clarifying question about ETF SCHD. You showed it having a expense ratio, but I thought ETF's didn't have expenses. Is this an incorrect assumption? If I were to own it through Webull, do I see that 0.06% fee?

[@xtreyu2385]

ETFs often HAVE a expense ratio in fact most things do

[@humphrey]

Yeah ETFs can still have expense ratios. often times you wont notice them at all though, and 0.06% is a fee that you probably would miss if you werent super diligent

[@guptakollepara]

How is the expense ratio applied? As one holds the ETFs in stocks!

[@pallavjaidka2337]

From your this video I understand the difference between Index Fund and ETFs, Even that was not the topic. Thank You so much! I one of the best example i have seen on youtube.

[@carlitos4505]

I’ve finally taken the leap and am following a three-fund portfolio approach. Wish me luck!

[@waibosibili8546]

Thanks for the much needed information. ❤

[@anneharry9918]

"I can't believe how much our lives have changed since meeting Marcia Ann Bice . She’s helped us become debt-free and save for retirement." | made over 220K during this dip, which made it clear there's more to the market than we average joes know. Having an investment adviser is currently the best course of action, especially for those who are close to retirement

[@Fadescape]

VOO, SCHD, and JEPI

[@ClementRusso2]

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.

[@matthewbrabec8166]

Good video. SCHB is a solid alternative to VTI. The primary difference is just market cap. Its also more affordable for those that can't afford 1 share of VTI regularly

[@humphrey]

thanks Matthew, great insight

[@dmay5471]

Humphrey, Thank you for your clear and concise investment info. I found your leads quite helpful.

[@billtang8217]

What brokerage do you use for index funds? Fidelity has a transaction fee

[@venuswealth6]

ETF equivalents are better to buy if someone is starting new. There is no reason to buy fund variants.

[@djaccold]

Great info! 🎉🎉🎉

[@noreenn6976]

This is very helpful, thank you and Happy New Year Humphrey!

[@humphrey]

Happy new year! Glad you liked it

[@Queenk0526]

Surprised to not see Swppx on the list.

[@TopGoodBoi]

Where does VTI rank?

[@LongShot90]

Hail Mammon, Hail Clauneck, Hail Bune. All hail the true trinity of wealth.

[@randyflores2933]

About to open my first Roth ira at Fidelity, So should I have all of these in my portfolio? Sorry I'm new to all of this and just want to retire comfortably.

[@simarpreetsingh3533]

VOO, SCHD, QQQ and SMH are my picks ❤

[@humphrey]

amazing love these. QQQ might do better in '23

[@GOATED1973]

Thank you Humphrey

[@juliogiraldo1607]

So should I create 3 different brokerage accounts in order to purchase specific index funds depending on the platform? In order to save in fees or it doesn't matter?

[@captainblando]

These are Mutual funds correct?

[@rdbeaz]

Schd is awesom

[@AlbertGReene-p8w]

I find myself at a crossroads, uncertain whether to liquidate my $150,000 stock portfolio. I'm seeking advice on the best strategy to capitalize on this current market.

[@SkepticalMechanic-l9x]

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals

[@Too-old-Forthischet]

Yes true, I have been in touch with a financial 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.

[@AlbertGReene-p8w]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@Too-old-Forthischet]

There are a lot of independent advisors you might look into. But i work with Nicole Desiree Simon, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

[@AlbertGReene-p8w]

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.

[@jrmorales822]

Happy new year!🎊

[@humphrey]

Happy new year!!

[@rattlehead999]

How about Europe

[@JairoCarbajal999]

how many shares should one buy?

[@tonylombardo59]

Never base futur performance on past performance....

[@WealthGameNation]

Index funds r for those who dont like to live dangerously 😁

[@humphrey]

correct :D

[@lumbarthought558]

but how do i get an vanguard account without being a US citizen?

[@Starryimpressions]

I love SCHD it's one of my core holdings.

[@humphrey]

thats a good one!!

[@lalew2]

fxAix - there's a typo

[@DrJohnnyJ]

Which funds had the lowest drawdown or the best-worst year? For a retired person, this is key.

[@willmallory9085]

Thanks for sharing this.

[@humphrey]

No worries!!!

[@robertsmith6408]

Those are all low div ETFs. Hard to live off low div of these funds but they are solid. I use GOF, JEPQ, PDI, TSLY and NVDY!

[@ingababy5196]

I have SCHD in my portfolio🎉🎉🎉

[@method341]

Just buy a house and put everything else into VTI. Seriously, it's the most realistic and easiest way. Everything else is just not worth it imo.

[@VikstarMV]

10,2

[@lucasferari4515]

*Considering the economic downfall and the rise in poverty across the globe. I ask; What’s the best way to achieve financial freedom?*

[@christinabecker5495]

This is the best question of the year. I pray you get the right answer here.

[@henrymartino4283]

By following this practice; *(Being frugal , Investing and staying positive),* and by working with a *financial planner,* I achieved financial independence.

[@lucasferari4515]

If I could ask; who’s your financial Adviser and how do I gain more info?

[@henrymartino4283]

I get help from *Donald Nathan Scott.* A well known Investment Adviser who operates privately . You can research his name to get more information.

[@lewisharris5136]

When you are good at what you do, there will always be positive remarks. I strongly believe that Donald Nathan Scott is a great person and I will say to give his services a try and experience greatness.

[@FalconWing1813]

Good video , Like this style !

[@happ-e5447]

FXAIX has a better track record than VTSAX

[@ddc93760]

Thank you for the helpful videos! 🙏🏼🙏🏼🙏🏼

[@humphrey]

You're so welcome!!!

[@2r380]

You forgot Voo

[@humphrey]

its #10!!

[@2r380]

@@humphrey 👍

[@brians2300]

Wait you mean FXAIX right? I don't see FXIAX

[@humphrey]

Yes sorry

[@humphrey]

The description is correct

[@brians2300]

Ooh ok thanks!

[@vanessahernandez204]

Hello I have a question What is a investment minimum?

[@gautamvishwanatham7512]

FXAIX you got the ticker wrong

[@ryans2829]

VXUS is a vanguard etf.

[@lenguadegato250]

hello, please again : The BEST 4 Dividend / GROWTH ETFs for 2023 ;)

[@humphrey]

On my list haha

[@freakrulez69]

Hey Humphrey. Im more interested in Islamic Shariah Compliant Index funds. I know there are not many...still could you recommend some of the top performing ones

[@humphrey]

hey Freak, I see. I dont know too much about Shariah compliant funds, but I can try to find some for you online. I found that SPUS is a decent one but the expense ratios with these funds are typically higher (probably because they know the customers MUST buy these if they want to be compliant). So just keep in that in mind.

[@Arhtehc]

Awesome video!

[@humphrey]

Glad you enjoyed it bro

[@jasonchen9576]

What are your thoughts on SWTSX and SWISX for international??

[@humphrey]

The reason I didnt go with SWISX is that it holds way fewer holdings than FTIHX and I wanted broad intl exposure for this video in particular. SWTSX is pretty comparable though and I think you could swap this in, in place of any other total stock market fund.

[@richpontone1]

VGT VGT VGT 20 percent a year for past five years and at .10% annual management expense.

[@WHlSKYx]

Not index funds, but I hold SCHX, VYM, IJR in my Taxable, might add SCHD and QQQM OR FTECH. Any tips on what growth/tech ETFs to add? ROTH I have VTI, SCHD and VNQ.

[@humphrey]

Love that!

[@az5129]

derp, webull offer expired yesterday....:v

[@humphrey]

Still going don’t worry

[@Christiansstillstruggle]

Is there anything inherently bad about the ETF versions?? 🤔 why does one charge you a 3'000 dollar minimum and one doesn't?