Who Should Invest in (Cap Weighted) Index Funds? | Rational Reminder 227

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  • Опубликовано: 24 ноя 2024

Комментарии • 27

  • @stevenbrady440
    @stevenbrady440 9 месяцев назад +2

    Opportunity cost is a completely a legitimate line of inquiry regarding any consumer purchase. The higher the expense, the more interesting that becomes.

  • @prestonlui6451
    @prestonlui6451 2 года назад +3

    As a side note, I got a bit feeling a bit confused who the guy on the left is.
    Am not used to see Ben with hair

  • @RebeccaEvans
    @RebeccaEvans Год назад +3

    I think they're just surprised you have the ability to grow hair. Your well-sourced data is plenty interesting regardless of follicles. No worries

  • @lmao4982
    @lmao4982 2 года назад

    Are there non cap-weighted index funds? What would be the purpose of that?

    • @chrissoventa5055
      @chrissoventa5055 2 года назад +2

      for example:
      there are equal weighted index funds (e.g. S&P500 equal weighted), DFA and Avantis index funds are only partly cap weighted (they overweight certain stocks based on characteristics)....

  • @jonathankr
    @jonathankr 2 года назад +3

    What? So what is the answer to the question/survey

    • @tbarbuto2345
      @tbarbuto2345 2 года назад +4

      @41:30 The average investor

  • @rzqletum
    @rzqletum 2 года назад +3

    Thank you for the great content!

  • @jangsenj8069
    @jangsenj8069 2 года назад

    The quizz idea would be great

  • @robo96
    @robo96 2 года назад

    I’m looking at getting into low-cost index investing for the first time and thinking about purchasing some vanguard total market etfs on Wealthsimple? I know the specific etfs I would like but I’m wondering if there’s a lower cost broker you would recommend?

  • @cajungames
    @cajungames 2 года назад

    How would I invest in pwl capital.

    • @cajungames
      @cajungames 2 года назад

      With pwl capital or tickers under you guys. Something preferably on wealthsimple

    • @tbarbuto2345
      @tbarbuto2345 2 года назад +2

      Accrue at least a million in invest able assets and reach out to them on their website

    • @cajungames
      @cajungames 2 года назад

      @@tbarbuto2345 nice ok I'll get to work than !

    • @NATOnova
      @NATOnova 2 года назад +1

      check out the ben felix model portfolio

  • @pistopit7142
    @pistopit7142 2 года назад

    My portfolio:
    70% - Global all cap index fund
    10% - Global high yeld dividend fund
    10% - Emerging markets index fund
    10% - Global small cap index fund
    I know I want to be 100% in stocks. I just cannot explain in great detail why I have choosen these specific funds.

    • @zzzzzzzzzzz6
      @zzzzzzzzzzz6 2 года назад +2

      Why dividends?

    • @Martin-qb2mw
      @Martin-qb2mw 2 года назад

      ACWI is 88.5% global stocks and 11.5% EM so your portfolio resembles that with an overweight to EM and some other things. Looks reasonable.

    • @pistopit7142
      @pistopit7142 2 года назад

      @@Martin-qb2mw thanks for saying that it looks reasonable, I needed someone to tell me this :) Please note I am also overweight in small caps. I like to think that this is my exposure to size factor. But what do I know.

  • @jeffsim4191
    @jeffsim4191 2 года назад +3

    Why is tracking error a problem? If you have no reason to know if one fund would do better than another.... Then who cares?

    • @zzzzzzzzzzz6
      @zzzzzzzzzzz6 2 года назад

      Who says you have no reason to know? You can read through their investing philosophies and look at their holdings

    • @jeffsim4191
      @jeffsim4191 2 года назад

      @@zzzzzzzzzzz6 you're assuming you know more than the market then.

    • @zzzzzzzzzzz6
      @zzzzzzzzzzz6 2 года назад +1

      @@jeffsim4191 correct. In very limited ways.

    • @Martin-qb2mw
      @Martin-qb2mw 2 года назад

      tracking error introduces behavioural risks. many people are just gonna sell what isn't working and those people should not factor invest.

    • @alankoslowski9473
      @alankoslowski9473 2 года назад

      @@zzzzzzzzzzz6 Yes, to me the prevalence of poorly informed day traders and junky small growth stocks is a good argument for some degree of factor slants. Factor slants tend to hold me weight in less-sexy, but still highly profitable small companies and have less weight in flashy, potentially over-hyped tech stocks. To me that seems like a good thing. As I like to think about it, the market is only as rational and efficient as all investors, and some aren't.

  • @williguelpa6597
    @williguelpa6597 2 года назад

    pքɾօʍօʂʍ 😎