💵FREE STOCKS: a.webull.com/i/ClearValueTax Get up to 20 FREE STOCKS when you open up a stock account. Index Funds For Beginners (Video): kzbin.info/www/bejne/gqSrlIVrZ8x8qZo Index Funds vs ETFs (Video): kzbin.info/www/bejne/nIq8gYWqh79sfck More Info On Our Website About Index Funds & ETFs: clearvalueinvesting.com/education/index-fund/kzbin.infogaming/emoji/7ff574f2/emoji_u1f4b5.png
@AlPetraz1Ай бұрын
Who owns webull
@jacksonodhiamboonyukah.6853Ай бұрын
How does it work? I need your help, Brian.
@VonNaya-cp7ucАй бұрын
Do you have video on how to get started.... and how to navigate broker platforms.... Id like to learn that so I can invest in the index and ETFs???
Brian has a good heart. His primary goal is to equip his subscribers with the knowledge of making money in a prudent and safe manner.
@Randymanfred415 күн бұрын
Thank you for recommending Sarah Jennine Davis on one of your videos. I reached out to her and investing with her has been amazing I paid off my $529k 2.125% 15 years loan in 8 months. Now totally debt free with 2 paid off rentals. Love having no debt for the last 5 months. Thank you SARAH JENNINE DAVIS
@MariannThygesen5 күн бұрын
Wow, congratulations on your impressive investment success!
@Leighwilliams1125 күн бұрын
I agree Just reached My goal of $300k
@Randymanfred415 күн бұрын
You most likely should get her basic info when you search her on your browser.
@Amelia-oo6xf5 күн бұрын
I'm definitely gonna message her asap. Do you have any idea if she manages family fund?
@Karenfloen5 күн бұрын
@@Amelia-oo6xf I suggest you get to her directly
@sdlausen1Ай бұрын
I have a mix of index. All Fidelity. FXAIX - S&P 500 FSKAX - Total market FSELX - Semiconductor FSFGX - Large cap
@BrokeAgainАй бұрын
Semi is up way too much, correction prolly will happen soon.
@brianh9014Ай бұрын
wonder how much overlap you have?
@brianh9014Ай бұрын
I own the Fid contra. Had been outperforming, lots of big tec.
@joshuawilliams6800Ай бұрын
You don't need both FXAIX and FSKAK. They're basically the same thing.
@doubanjiangАй бұрын
If you have total market everything you have is redundant, with the exception of your NASDAQ.
@YaYousef5Ай бұрын
After investing in my 401k and maxing out my Roth IRA every year, I've been putting all my extra money in VTI for 12 years now. Compounding interest is starting to kick in hard and let me tell you, it's beautiful.
@lilblackduc7312Ай бұрын
Albert Einstein said = "Compound Interest is the eighth wonder of the world. He who understands it, earns it...He who doesn't, pays it".
@Jrmint568Ай бұрын
We ❤ compound interest 😂
@brianh9014Ай бұрын
Good job!
@Mc.flyyy11Ай бұрын
VOO or VTI for life. Also like SCHD (40%), DGRO (40%), QQQM (10%), FTEC (10%) and just call it a day. DCA into it over 30 years
@jbenson989Ай бұрын
SCHB, exact same stocks, fraction of the price
@Adelina-293Ай бұрын
VTI, VXUS and SCHD here.
@thetapheonixАй бұрын
I like those all except QQQM, I’ve had that and it’s only up 3%, SCHD has annihilated it in my portfolio. Up 3% for a growth fund isn’t going to cut it.
@constitutionallyconscious165Ай бұрын
VTSAX is better because it has a lower cost ratio
@andreyshulgin5984Ай бұрын
simple path to wealth: SCHD/SCHG 50/50, with overlap by weight only 1%
@KusjuiceАй бұрын
This is the best finance channel on KZbin by far. It’s clear how much Brian cares about the everyday person’s financial freedom.
@Messup7654Ай бұрын
Bots are not carti fans, lovely
@brianh9014Ай бұрын
@@Messup7654lol
@Siralexthegreat1Ай бұрын
I do VTI (Vanguard Total Market) , ONEQ (Fidelity Nasdaq Composite), and SCHD ((Schwab US Dividend) and re-invest all dividends into VTI shares.
@ronbmorАй бұрын
Try QQQM, lower expense ratio.
@ThomGarson6 күн бұрын
Love SCHD
@MichaelOrtegaАй бұрын
Thank you Brian, for the valuable information you provide. You go above and beyond and I appreciate that you do these type of videos alongside your reports.
@clearvaluetax9382Ай бұрын
It's my pleasure and thank you for all the support Michael! Happy Friday!
@johnboy6594Ай бұрын
Such integrity. Ya gotta love Brian..
@DiscoverLivingInMexicoАй бұрын
VTI - it combines VOO and VXF, the best of both worlds. You get the S&P500 plus the extended stock market.
@kristakrankoАй бұрын
I love my VTI!
@DanielSuarez-zn8iwАй бұрын
Same with SCHB. You get the S&P500, but also medium & small sized caps. Best of both worlds, indeed.
@McPhersonzАй бұрын
I’ve always been an advocate of investing in the stock market because it has paid off handsomely since I decided to get into it.
@McPhersonzАй бұрын
Herman Jonas has undoubtedly proven his competence as my IA by implementing techniques that have helped me make positive outcomes
@Rmorales799Ай бұрын
Do not forget that when it comes to the stock market, prices can be erratic, rising and declining quickly, often in relation to companies' policies, which individual investors do not influence.
@Niveen175Ай бұрын
Is he taking new clients? I'll be 56 soon I hope it's not too late. This whole stuff is just too complicated for me. I don't mind using some help.
@McPhersonzАй бұрын
Hermanw jonas that’s his gmail okay
@Niveen175Ай бұрын
Thanks for the lead. I was able to get in touch with him and we spoke at length. I'm getting started right away!
@jicalzadАй бұрын
a must-see video for all 20-somethings who have just started their career, or any new investor really.
@PassiveEarningsАй бұрын
I am going 30% in SPY, 33% in SCHD and 33% in QQQ. Rest 3-5% in cash to sell cash secured puts to generate income and buy high yield ETFs.
@FaintAuraАй бұрын
Brian is a man of the people.
@thetapheonixАй бұрын
VOO, ScHD, and VGT for life.
@Kevinw4040Ай бұрын
same trifecta for me, lately though been adding schd the most.
@Adelina-293Ай бұрын
I stick with VTI and some SCHD shares.
@barbborstein7640Ай бұрын
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.scooterriderАй бұрын
Awesome picks! I like XLK and SCHD equally!
@barbborstein7640Ай бұрын
@@ms.scooterrider thank you! Actually would it be silly to have both?
@philcrowley007Ай бұрын
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
@ms.scooterriderАй бұрын
Great advice here. Diversification is *Key* I invested 30-50% of my income, over the last 6 years, in equity index funds, ETFs and individual stocks, which allowed me to retire in my 40s! Current portfolio value is ~1.4M and growing.
@danwhite2424Ай бұрын
I do SWPPX, SCHD, SCHG. Still meddling with the mix…
@gleegigiАй бұрын
I just spent half a day yesterday researching index funds. Had your video come out earlier, I would have saved so much time. Thank you!!
@levont.husser153Ай бұрын
Currently have 241 shares of VOO & 265 shares of FXIAX! Dollar cost average, set and forget. Add QQQM heavily, too.
@PepeToTheMooonАй бұрын
Yep that’s the way to go. Set it to a few hundred a month automatically and chill
@levont.husser153Ай бұрын
@PepeToTheMooon Yes, I dollar cost average no matter the price. I love it when the market pulls back, way cheaper
@slimm7848Ай бұрын
“Winning” - Charlie Sheen voice 😂
@levont.husser153Ай бұрын
@@slimm7848 😆
@armygreenfj3924Ай бұрын
FXAIX and VOO would just be overlapping right? It’s basically the same.
@hendersonandre1Ай бұрын
SPLG tracks the SPY and it has an expense ratio of 0.02
@nescafeshorts1900Ай бұрын
I just bought more Schwab swppx funds. Good price for index fund.
@poetrygirl5309Ай бұрын
Imma do that...thanks!
@jimv77Ай бұрын
Some advice: The more money I made from my investment the more I realize I wanted a simpler life and care less about money and stuff. My ownership in things somehow slowly took over and controlled my life. I know ... sounds crazy. Find a way to be comfortable, but trust me a lot of money won't make you a better or happier person. I too wish you well....
@MidwestMoney21 күн бұрын
I agree. Now all I desire is financial freedom aka not having to work a 9 to 5 anymore. 5 years to go!
@ryantangibleАй бұрын
Invested in VGT for the past 15 years. Outperformed practically every other low cost index fund.
@Kevinw4040Ай бұрын
VGT was killing it past 1-2 years. 40% growth crazy
@nk2012Ай бұрын
Why does everyone state go for SP500 ETF? When Nasdaq has been bettee
@theblackphantomhdАй бұрын
I have VOO, VTI, and SMH. I might add an international and bond ETF as well just for diversification. My individual stocks are: -AMD (which I will sell at some point) -Microsoft -McDonald's -Coca-Cola
@jamesmadison3108Ай бұрын
I am from Singapore and the etf that best suited us for S&P 500 is CSPX in the london stock exchange.
@michaelc1063Ай бұрын
Brian one of the most honest in the game 🙏
@doctorgapАй бұрын
I'm 100% in on schd, I auto buy one share daily for the last couple years. It's slowly adding up
@Stefan-d3c28 күн бұрын
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
@bigpump9483Ай бұрын
Bought Arcblock last year 12cents sold this year $4😊
@blexaarronАй бұрын
VOO, VYM, VNQ. Add BTC if you’re feeling spicy. DCA and set and forget!
@tkdevlopАй бұрын
I suggest some international funds
@mikeflair6800Ай бұрын
IMO, VYM and VNQ - no thanks...I had them, and sold them - VOO or VTI for me.
@MrMountain707Ай бұрын
SPLG is the lowest expense ratio etf
@therealljordanАй бұрын
VOO/QQQM/SCHD I do 33% each. Good luck, take care.
@luish1096Ай бұрын
That is one of the best financial advices I've gotten for free. Thank you, Sir!
@huanchaoli3004Ай бұрын
Thanks for your suggest, Brian. I am just switching most of my investment to ETFs from Individual stocks.
@allabouthegreen8586Ай бұрын
I’m 50% VOO- 30% QQQM- 10% VGT- 10% SCHG
@LAGreen-ix3puАй бұрын
Yeah voo is the one I go with! Qqq, smh and Schd and the rest of my portfolio is individual stocks
@jeff3olsenАй бұрын
How about FNILX, The Fidelity Zero Large Cap Index? It tracks the S&P 500 but has 0% expense ratio.
@theelvensong4328Ай бұрын
For the technology sector I have FTEC (Fidelity MSCI Information Technology Index ETF). Lower expense ratio and performs better than QQQ.
@mav1877Ай бұрын
Excellent suggestions. I'm invested in four of these funds/ETF's you covered.
@tonyhenry-xe5kpАй бұрын
I picked VIXY.....already 15% gain since purchase
@warrenlanham9088Ай бұрын
The second most important thing for anyone that's planning on investing in stocks themselves is DOLLAR COST AVERAGING. The third is "buy when there's blood in the streets" or "buy more than usual when there's blood in the streets".
@Michael69101Ай бұрын
I kind of learning slowly with my retirement investment options with TIAA, also it got me in a tricky situation.
@TheDrewjirbyАй бұрын
“If you wanna act like a maniac” 😂😂 dude, I swear you’re the funniest
@dathuynh7028Ай бұрын
im sure Brian was talking about me😂
@higiniomorales459Ай бұрын
SPLG (SPY) 34%, SCHG 33%, and Berkshire Hathaway 33%. It's a 3 holding portfolio of Blend, Growth, Value. A lot of people like to go with SCHD, DGRO, or VTV for their value ETF since they like dividends. I prefer share buy backs rather than dividends, no tax burden plus Berkshire is a value tank.
@poincareconjecture5651Ай бұрын
That's solid
@SupremeSandaАй бұрын
Soild Picks, high quality content as always, ETF such as Voo & Ivv yeild 20%ish return just in a single year (120% 5 years) and the potential is enermous when market back to normal, this man's not hiding the good stuffs from viewers, props to Brian
@briandriver301Ай бұрын
I am in TSP. It seems to be doing well.
@richardgardner601Ай бұрын
Thank you and your spouse too for putting out clear and honest information and videos. They are very helpful!
@AlexanderOwenb9l3 сағат бұрын
Tax laws can be so complex, and it’s super helpful to break them down like this. Understanding how different policies can impact our finances is crucial for making informed decisions.
@AidenLiamf7q3 сағат бұрын
Making profitable investments during this time of political change can be risky without that insight. For me, working with an adviser is the best first step to navigate these complexities and make informed choices.
@MasonJacobo2w3 сағат бұрын
Making profitable investments during this time of political change can be risky without that insight. For me, working with an adviser is the best first step to navigate these complexities and make informed choices.
@taniahummelgard2290Ай бұрын
I have a need to invest a large sum of money for 2 years. Everything I’m told is that’s not long enough to invest in the stock market. I’ve been investing in monthly T Bills which is fine but would love to improve performance for this 2 year term. Any ideas?
@peterbogardus1560Ай бұрын
CDs might get better rates and you can choose inexpensive for the time you have.
@ChealseaNorklАй бұрын
Іn mу 36 уeаrs of studying accross 4 different fields, I have come to realize that the number оnе factor for success in any field is gaining ample experience оr following reputable and proven methods in that field.
@BunkBingoАй бұрын
Gaining experience can be time consuming, following an expert's calls is way better
@BunkBingoАй бұрын
@@ChealseaNorkl I think the right thing to do would be learning or tapping directly from an experienced person, following all their moves
@SoCal-h8iАй бұрын
But finding that mentor can be challenging, and that's a real problem
@BrianpeckinАй бұрын
My favorite's is to combined dgro and schd together and throw in vym and vnq. And I'm good to go. Closer to retirement then I'll add in jepi 5 years prior
@ExileOnMyStreetАй бұрын
We all learn the hard way. Luckily, I was careful but if I had sold more of my stocks a few years ago and put the cash into ETFs, my account would have been much better off. It's never too late.
@xrod327914 күн бұрын
I have Fidelity SP 500, Pfizer, Tesla, FBTC….
@user-strength10Ай бұрын
spyi and spyg are perfect together for S&P 500 exposure, one for income and one for growth..... for mid-cap's/Russell i use the Cowz etf (which basically matches the index)
@floridaboy7273Ай бұрын
Huge Fan of ETFs/Index Funds - Some of my favorites SCHX ,SCHG, AVUV
@solomongathings772410 күн бұрын
Should i wait for some of this stuff to come down and try ti catch it when its bottoming?
@jer1776Ай бұрын
Lots of useful info for a video under 9 minutes, thanks.
@bhebhenyАй бұрын
Voo- 30% schd -30% Vgt- 40%. That’s all you need to have.
@linneasimchah1621Ай бұрын
Happy to support this channel! Vanguard admiral shares S&P 500 index has been great for us.
@andreyshulgin5984Ай бұрын
The game is long, and as said in sports, something like: "Offence gets you to the play-offs, but defense wins championships."
@darkclownKellenАй бұрын
"Survivability is not an option." -Nassim Nicholas Taleb
@richsmitheduАй бұрын
I’ve been familiar with these ETFs and index funds, but I always appreciate the depth you bring to the conversation, Brian. Your research and explanations are invaluable-thanks for sharing your knowledge with us!
@davestr7031Ай бұрын
125% in ten years is NOT 12.5% per year! 12.5 per year is 224.73% in ten years. An annual return of 8.45% compounds to 125% in 10 years.
@davidanddeb717Ай бұрын
GLD (16%), IEF (26%), VGT (34%), VHT (13%), XLP (11%) beats the S&P 500 since 2004 according to Portfolio Visualizer with almost 1/2 of the drawdown. One can substitute SGOL for GLD, SCHR for IEF to lower the fees.
@jason-dn3hyАй бұрын
buying the dip on VGT today (tech ETF).
@KevinSmith-oz5oz22 күн бұрын
I made 39% on my VFIAX and VTSAX from the past year.
@vehlatАй бұрын
how about SPLG? its cheaper to track sp500 as well
@filbАй бұрын
I basically have 90% in VT (I like owning every company in the world like ASML that are not necessarily US based).10% is in Bonds
@heavyd7772 сағат бұрын
Warren Buffet isn't the only one saying that index funds are better for the average investor. Dave Ramsey says the same thing. This strategy has been working out very well for me over the last 10 years.
@centralhigh2321Ай бұрын
another option for you folks out here, I started investing in this ETF around 2021, BBUS, tracks the S&P500.
@luisrivera6949Ай бұрын
I invest in VTSAX, Would you recommend moving it?
@ecos2316Ай бұрын
Can you do a video on dividend paying ETF’s, (example QYLD)
@armygreenfj3924Ай бұрын
I’m doing FXAIX, SCHD and QQQM. All evenly across.
@Jaysun1Ай бұрын
Might it be wise to hold cash right now while the market is dropping, recession is looking more likely, and the 4th quarter is known for tax loss harvesting?
@raybod1775Ай бұрын
Excellent presentation for the less skilled investors. My opinion is to choose wisely. Make the effort and figure out which individual stocks have the greatest potential for growth, not necessarily based on past performance. Also look at which stocks are heavily weighted in index funds. Many funds are heavily weighted in the best stocks. Don’t put in money that you may need within the next year because of potential market drops that we need to sometimes ride out. Don’t gamble!
@chrisgarcia3205Ай бұрын
Hey Brian, What’s a good ETF on the vanguard platform that you can pair with VOO that’s an opposite ETF from VOO? All help is all appreciated!
@onjadaАй бұрын
Splg cheapest s&p etf. Plus schd and schg, all you need
@OgaPilot3 күн бұрын
Hello, I want to start investing but I don't know where to begin. Any advice or contacts for help?
@jonathanlampkin6673Ай бұрын
I got webull and did SPX I thought that was the top ETF for the S&P 500 did I pick wrong?
@ceeIocАй бұрын
Vtsax 100%!!!
@carolineasebrook6643Ай бұрын
Me too!! I love it!!!!
@joshuadolan3811Ай бұрын
Could you explain the weighting differences between the SnP ETFs?
@pukamon1681Ай бұрын
Could you please provide some info between ETF’s that track the S&P 500 vs. total market ETFs like VTI? Which one is better?
@SalstravelsАй бұрын
Thoughts on VNQ for a diverse portfolio? Just not sure if it’s overvalued.
@raulfernandez8119Ай бұрын
What you think about splg
@jc7887Ай бұрын
This is the real deal....I have my ETF funds that just sit there, boringly making me consistent returns while I ignore it. I have a separate account that I play around with that has done OK but definitely not better than my ETF fund that I never have to mess with. For whatever reason, I still insist on having the play around account because it satiates my need to gamble stupidly ("like a maniac", lol)
@stargazer5202Ай бұрын
Thank you so much for taking the time to break it down 🙏🏽
@romeaurelius8515Ай бұрын
Question. I’ve opened an IRA and brokerage account with fidelity. Can I purchase vanguard etf and Index funds through the fidelity platform or are they more expensive since they are not fidelity’s ?
@paullemiremusic3101Ай бұрын
VTI then VXUS for needed diversification
@eph4176Ай бұрын
VYM , SCHD , JEPI , SPYD
@freddylaffite9464Ай бұрын
SFY is another great one. Has a .05 expense ratio.
@garp9433Ай бұрын
SMH, MGK, VONG, VIG, FXIAX, that’s all I own for index, also own amd, nvda, amat, klac, phg, clx, amsc, whirlpool (can’t recall ticker)
@MH127xАй бұрын
Thank you! Been following you for a while and love your strategies towards long term investing!
@clearvaluetax9382Ай бұрын
Thank you for all the support!
@Aztek81Ай бұрын
Is there much difference between SPY & SPLG aside from the share price? They both track the SP500.
@rvboy2010Ай бұрын
Any thought >>> my account holding VOO, SCHD, VUG, VXUS, VEA in current investment.
@xXxKingjonxXxАй бұрын
What do you think about using robinhood?
@tel5690Ай бұрын
Great information Brian You never steer us wrong. I definitely will grab some of these
@mattw78515 күн бұрын
Great stuff. Blunt, to the point and no BS.
@ledaolivos753212 күн бұрын
Thank you for the concise and helpful information.
@siyuanthesuper1Ай бұрын
SCHG is the best one hands down. Beats everything
@josephhunt4788Ай бұрын
Thank you for the videos. I watch all the time and I make better decisions because of you. Thank you 🙏🏾