Best 2 ETF Portfolio for Long-Term Investing (Ultimate Guide)

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  • Опубликовано: 19 сен 2024

Комментарии • 247

  • @Marcos_Milla
    @Marcos_Milla  13 дней назад +2

    What's your 2 ETF Portfolio?!
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  • @RikoSwave-w3z
    @RikoSwave-w3z 7 дней назад +41

    I really appreciate the dedication in each video you post. To be successful one has to have multiple income streams and so on, also investors should understand the crossover between asset classes & liquidity flow, Ann Elizabeth Messer focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch

    • @JaydenCold-m3b
      @JaydenCold-m3b 7 дней назад

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

    • @ScottJesse-u2e
      @ScottJesse-u2e 7 дней назад

      She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

    • @MorrisDave-f5q
      @MorrisDave-f5q 7 дней назад

      You trade with Ann Elizabeth too? Wow that woman has been a blessing to me and my family.

    • @EdwardZachary-lv6du
      @EdwardZachary-lv6du 7 дней назад

      I'm new at this, please how can I reach her?

    • @romanbickel5226
      @romanbickel5226 7 дней назад

      I was skeptical at first until I decided to try. It’s huge returns is awesome! I can’t say much.

  • @ChristopherFrank3
    @ChristopherFrank3 10 дней назад +236

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

    • @Davidvictor6
      @Davidvictor6 10 дней назад

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @OliverMichaeld8
      @OliverMichaeld8 10 дней назад

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k

    • @AndrewHenry06
      @AndrewHenry06 10 дней назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation

    • @OliverMichaeld8
      @OliverMichaeld8 10 дней назад

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @AndrewHenry06
      @AndrewHenry06 10 дней назад

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @austinbar
    @austinbar 10 дней назад +245

    Certainly. Exchange-Traded Funds (ETFs) are popular for long-term investments due to their diversified nature. ETFs offer exposure to a wide range of assets, such as stocks, bonds, or commodities, which can help reduce risk. Some top choices for long-term investing include broad market index ETFs, sector-specific ETFs, and bond ETFs, as they provide potential for growth and income over an extended period while minimizing the risk associated with individual stocks.

    • @rogerwheelers4322
      @rogerwheelers4322 10 дней назад +6

      Numerous compelling stocks span various industries for you to consider tracking. While it's not necessary to act on every prediction, enlisting the guidance of a financial advisor is advisable. They can assist you in determining optimal entry and exit points for purchasing and selling shares or ETFs, ensuring well-timed decisions aligned with your investment goals.

    • @joshbarney114
      @joshbarney114 10 дней назад +7

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.

    • @FabioOdelega876
      @FabioOdelega876 10 дней назад +5

      I'm sitting on some significant money ready to toss it into VOO, but I'm kinda hoping that price drops a bit. I know we only want to see the stock rise, but being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

    • @joshbarney114
      @joshbarney114 10 дней назад +7

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @FabioOdelega876
      @FabioOdelega876 10 дней назад +6

      Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

  • @BenBak-wt7qi
    @BenBak-wt7qi 8 дней назад +70

    Amazing video, I'm thirty-two years old and have saved little over $50,000. Right now, it's 4.3 APR on a High Yields Savings account. I have dabbled in stocks a little bit in the past, but I have never really "invested." If you were me at my age, with the amount of money I have, and the state of the market at the moment, what would you do? How would you respond? Would it be a terrible idea for me to take it out and invest in Microsoft/Apple or perhaps an ETF like SPY/VOO? I'm watching RUclips vids on any assistance they may provide.

    • @FranciszekPawal
      @FranciszekPawal 8 дней назад +1

      Earmarking a percentage of your cash on hand into a publicly traded company with a open Regulation A Fundraising round can provide more leverage for the capital that you currently have just parked in a savings account

    • @AnkurYo
      @AnkurYo 8 дней назад

      Don't be in a hurry to get back in. The market needs several days of strong performance to signal that the downturn might be over; It's a time to be largely, if not entirely, in cash

    • @simone_maya
      @simone_maya 8 дней назад

      The market has hit all time highs what are you talking? most of the cash in equity portfolios that used to be sitting on the sidelines is now back in the market, leaving little additional sideline cash available to invest and push prices much higher in coming months. So observe or work with a remarkable and verifiable planner.

    • @simone_maya
      @simone_maya 8 дней назад +1

      The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

    • @BenBak-wt7qi
      @BenBak-wt7qi 8 дней назад

      Looks real great. Lady leaves an impression. How can I reach her directly and what are the upfront fees if I may ask?

  • @ArashHildeman
    @ArashHildeman 12 дней назад +135

    I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this

    • @norbi147
      @norbi147 12 дней назад +1

      She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

    • @ReuletRikki
      @ReuletRikki 12 дней назад

      The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

    • @JohnKenneth-f7w
      @JohnKenneth-f7w 12 дней назад

      I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

    • @shandegabrielrojas9350
      @shandegabrielrojas9350 12 дней назад

      I'm new at this, please how can I reach her?

    • @HighlightsSerieATIM
      @HighlightsSerieATIM 12 дней назад

      I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

  • @Cottoncandyh
    @Cottoncandyh 11 дней назад +181

    I' ve got $50,000 to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?

    • @TheDayTheDay312
      @TheDayTheDay312 11 дней назад +1

      As they say, 'time IN the market is better than trying to time the market'. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio.

    • @JesseMayhill
      @JesseMayhill 11 дней назад +5

      I’m working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 50% SCHD, 25% SCHG, and 25% VOO, thanks to my financial advisor. This strategy has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

    • @Madrasschebe
      @Madrasschebe 11 дней назад

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @JesseMayhill
      @JesseMayhill 11 дней назад +6

      Melissa Elise Robinson is the licensed advisor I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

    • @Madrasschebe
      @Madrasschebe 11 дней назад

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @silver45q
    @silver45q 10 дней назад +34

    For the Newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades. Yeah that's sad truth. I remember when i just got into crypto back in 2019 but later in 2020 i ended up selling it because i have lost alot trading all by myself without a guide. Got back into crypto early in 2024 with $20k and I'm up with $232k in a short period of time

    • @Norberth67
      @Norberth67 10 дней назад

      I'm new to cryptocurrency and i don't understand how it really works. How can someone know the right approach to investing and making good profit from cryptocurrency investments?

    • @EricJohnson-st1pg
      @EricJohnson-st1pg 10 дней назад

      As a beginner, what do i need to do? how can i invest, on which platform If you know any please share.

    • @silver45q
      @silver45q 10 дней назад

      GREAT NWES!!started working with Christina back in April , and my financial goals have been clearer. It's like having a strategic partner for my money with a solid track record.

    • @chinyerejoseph8004
      @chinyerejoseph8004 10 дней назад

      She is really a good investment advisor. I was privileged to attend some of her seminars. That is how i started my crypto investment

    • @LucyVade
      @LucyVade 10 дней назад

      I've seen different people talking about this Christina jane she must be very amazing for people to talk this good about her.

  • @JonesFlora910
    @JonesFlora910 12 дней назад +42

    I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.

    • @KathyAshworth45
      @KathyAshworth45 12 дней назад

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

    • @CharlotteOlivia215
      @CharlotteOlivia215 12 дней назад

      She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

    • @richardwoods1413
      @richardwoods1413 12 дней назад

      You trade with Catherine Gauthier too? Wow that woman has been a blessing to me and my family.

    • @HaleDerek2417
      @HaleDerek2417 12 дней назад

      I'm new at this, please how can I reach her?

    • @TabathaTovarw
      @TabathaTovarw 12 дней назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

  • @armandochavez4398
    @armandochavez4398 13 дней назад +22

    VOO and SCHD for me

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +2

      🫡💪🏼ol’ reliable

    • @andreyshulgin5984
      @andreyshulgin5984 13 дней назад +4

      very good combination that let you sleep well at night.

    • @rohp696
      @rohp696 11 дней назад

      Jpeq

  • @DaveCulbertson
    @DaveCulbertson 10 дней назад +42

    I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Kimberly Ann Doran .

    • @Brucelanham845
      @Brucelanham845 10 дней назад

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super

    • @Scottweeier846
      @Scottweeier846 10 дней назад

      You trade with Kimberly Doran too? Wow that woman has been a blessing to me and my family

    • @carolynvo7802
      @carolynvo7802 10 дней назад

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills

    • @Josephbasta827
      @Josephbasta827 10 дней назад

      I'm new at this, please how can I reach her?

    • @AmandaStewart0908
      @AmandaStewart0908 10 дней назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.

  • @johnathansteve6148
    @johnathansteve6148 18 часов назад +6

    Great video! I really do have a question. For someone with less than $10,000 to invest, how would you recommend we enter the crypto market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach?

    • @atsukitokunaga
      @atsukitokunaga 18 часов назад

      Personally, I would say have a mentor. Not sure where you will get an experience one, but if your knowledge of the market is limited, it seems like a good bet.

    • @pearlanderson8197
      @pearlanderson8197 17 часов назад

      Yes i agree and right now the markets are going berserk right now. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from a professional trader Thomas Rodriguez' he's seen dozens of market cycles over the past few decades, and he has a feel for how they move, why they move, and what comes next.

    • @pearlanderson8197
      @pearlanderson8197 17 часов назад

      Yes i agree and right now the markets are going berserk right now. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from a professional trader Thomas Rodriguez' he's seen dozens of market cycles over the past few decades, and he has a feel for how they move, why they move, and what comes next.

    • @Philip_873
      @Philip_873 17 часов назад

      Nice, on which platform can I find this expert

  • @mitchhaunn8400
    @mitchhaunn8400 13 дней назад +13

    I’m about 60% SCHD and 40% SCHG

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +6

      I plan on doing a video on a combo like this more in depth 💪🏼

    • @DanielSuarez-zn8iw
      @DanielSuarez-zn8iw 13 дней назад +1

      Me too. Also have SCHB for Broad Market exposure, including medium & small sized caps. Best of both worlds

    • @andreyshulgin5984
      @andreyshulgin5984 13 дней назад +4

      bullet proof: SCHD/SCHG 50/50

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      @@andreyshulgin5984 👀

    • @tompartyka352
      @tompartyka352 12 дней назад +1

      Another quality video Marcos!

  • @DanielSuarez-zn8iw
    @DanielSuarez-zn8iw 13 дней назад +3

    Good video. Careful with adding SCHA if you have SCHB: 98.1% of SCHA's 1718 holdings also in SCHB... 1374
    Number of overlapping holdings between the two

  • @Alexandre13934
    @Alexandre13934 12 дней назад +9

    Crypto is risky as many would say but I think the actual risk in Crypto is not investing. Basically, I just made my first $300,000 in crypto market and I barely don't know how to express how happy and excited I am right now.

    • @Aramkeen
      @Aramkeen 12 дней назад

      Wow that's huge, how do you make that much?

    • @Vero89736
      @Vero89736 12 дней назад

      How can one start, most times people don't know where to start when it comes to crypto.
      But it would be great if you can provide proper guidance on steps to follow please

    • @Alexandre13934
      @Alexandre13934 12 дней назад

      As a beginner investor, it's essential for you to have a mentor to keep you accountable.
      Myself, I'm guided by Joyce Albert. A widely known crypto consultant

    • @ElijaHenry-dj4ll
      @ElijaHenry-dj4ll 12 дней назад

      I've come across this name before, is she really reliable?

    • @Janemile881
      @Janemile881 12 дней назад

      Wow. I'm a bit perplexed seeing Joyce Albert been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

  • @sweetsweet3753
    @sweetsweet3753 12 дней назад +2

    my u.s etf portfolio is typically split 25% splg and 25% schd and 25% schg and 25% tech focus XLK and SMH). i do allocate 10% of my schd allocation to jepq

  • @NoWorriesTJ
    @NoWorriesTJ 13 дней назад +3

    I have 1 growth and one dividend etf and its doing amazing

    • @garyschmelzer
      @garyschmelzer 13 дней назад

      Please share

    • @NoWorriesTJ
      @NoWorriesTJ 13 дней назад

      @garyschmelzer Starts with m1 finance and you have to create a pie

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      Going to make a separate video for this type of strategy 🤝

    • @NoWorriesTJ
      @NoWorriesTJ 5 дней назад

      ​@garyschmelzer are you familiar with m1 finance

  • @RB-je3yj
    @RB-je3yj 13 дней назад +5

    VGT/SCHD
    50/50
    Currently doing 7500 shares of SCHD and 500 of VGT! It's the only way for me! Very successful with my results!

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +2

      💪🏼going to make a separate video on a growth and dividend etf for a 2 etf portfolio

    • @RB-je3yj
      @RB-je3yj 13 дней назад +1

      @@Marcos_Milla You the man! Thanks for the information and up the excellent work you do! Keep investing don't let these minor bumps on the road affect your investment decision moving forward! I buy 10 shares every Monday and when it dips like this I buy 25 or 30 shares of VGT! I'm good on SCHD!

  • @animaldonut
    @animaldonut 10 дней назад +1

    Amazing content about investing & sensational graphics. 🏆😊🙌🏻
    You just blew right by 10K subs, way to go brother!!!
    Always love seeing your videos. Nobody’s as hard working and consistent as Marcos!!! Keep up the amazing work. 🙏🏻🥳💪🏻

    • @Marcos_Milla
      @Marcos_Milla  10 дней назад

      Thank you my friend !💪🏼💪🏼

  • @Maydolin23
    @Maydolin23 12 дней назад +2

    Hi, I like your videos! I am new to investing and I still trying to figure out things out. Can you do a video of when it's time to do taxes? About capital loss? Do you need to file anything? Thanks

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      Definately writing this down. Usually I’ll just give my 1099 to my CPA come tax season and I’ve never had a capital loss (never day traded or did anything out of impulse) so the only thing I had was dividend income and some realized capital gains. But I’ll include this in further updates.

  • @unitedfurniture3446
    @unitedfurniture3446 9 дней назад +1

    The best ETF Combos and analysis. Thanksxxx

  • @JuanRamonRuizRipoll
    @JuanRamonRuizRipoll 6 дней назад +1

    Thank you very much Marcos, because you never or almost never mention the SPYG ETF as a growth ETF. Is there a special reason or in which category would you have it?

    • @Marcos_Milla
      @Marcos_Milla  6 дней назад

      Totally. It’s 100% a growth etf in that category. There’s almost too many ETFs to mention that at times it’s hard to keep track of which ones to mention or not. In this video I made sure to have like 21 ETFs for each category just because it’s hard to choose 1 or 4 ETFs when there’s more than 1 ETFs that is good for a category. So no special reason

  • @bossballheaddawg2588
    @bossballheaddawg2588 13 дней назад +3

    Marcos! I see you and others have smh as a good long term growth etf... as you know semiconductors. Well would you consider Soxq as a long term growth etf also? Just curious.

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +2

      I would consider SOXQ as a great long term semiconductor focused etf !

  • @dallen2382
    @dallen2382 11 дней назад +1

    Buy the dip👏🏽👍🏿🤜🏿🤛🏿

  • @martinguldner3990
    @martinguldner3990 12 дней назад +1

    Some of those covered call ETFs have return of capital which means you do not pay income tax until you sell or your cost basis goes down to zero.

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      as long as it’s not the yieldmax ETFs. I don’t like those

    • @martinguldner3990
      @martinguldner3990 12 дней назад

      @@Marcos_Milla the only covered call ETFS I have are the ones on Market indexes S&P 500, NASDAQ 100, Russell 2000, Dow Jones Industrial Average.

  • @YoungExpress-le6qp
    @YoungExpress-le6qp 13 дней назад +3

    1/3 VOO 1/3 SCHD 1/3 QQQM.

  • @richiejj3126
    @richiejj3126 4 дня назад

    Hey Marcos! My 2 etf is VTI and VUG. I have 50k each into this. A total of 100k invested.
    I am 25 years old and planning to hold for atleast 25 years. May i have your opinion on this?
    Thank you

  • @redbyron10
    @redbyron10 13 дней назад +1

    Very good analysis!!

  • @erickIVV777
    @erickIVV777 13 дней назад +1

    I like IJR for a small cap ETF

  • @inGameGhost
    @inGameGhost 10 дней назад +1

    What would be a better investment between DGRO vs FDVV?

    • @Marcos_Milla
      @Marcos_Milla  10 дней назад +2

      In terms of overall dividend growth, DGRO wins in that realm since it’s been able to grow its dividend payments every single year over the last 9 years compared to FDVV which has more inconsistent dividend growth. But overall returns go to FDVV since it does have a touch more growth stocks than DGRO, so it could have higher share price return in the future if technology continues to lead the way as the sector with the most opportunity. Both are solid choices!

    • @inGameGhost
      @inGameGhost 9 дней назад

      @@Marcos_Milla thank you!

  • @trrealestatenycrealestate200
    @trrealestatenycrealestate200 13 дней назад

    Hi Marcos , I need growth , 65 yo and just starting investing.... your pairing of ETF's picks make a lot of sense. Not sure when you made this video , but today September 6th the market and all growth ETF's funds with all the Mags took a pounding... I think the rest of this year we will have similar results, now what ?

    • @bossballheaddawg2588
      @bossballheaddawg2588 13 дней назад +2

      Dollar cost average

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      I agreed with the comment made by a subscriber. Just dollar cost average. No one can predict the movements of the market in the next 3-12 months. Recession on the horizon? no one really knows. Being in your age at 65, growth does pose a significant amount of short term risk of volatility and potential unrealized losses, hence why you said mags took a very big pounding. My plan is just to continue to dollar cost average slowly and have a good amount of dry powder sitting in money market funds paying me interest as that money is on the sidelines to use if we see further decline. Typically you want to be invested for at least 5 years is a good time period. Anything less than that is more of your bonds, fixed income, and high yield savings account route.

  • @janstarak4877
    @janstarak4877 12 дней назад +1

    Hi, nice video but what about europeans? Is there any similar options?
    Icannot invest in any of those showed in the video. 😢

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      VUSA or VUAA should be an S&P 500 equivalent to VOO for Europeans. EQQQ should be an equivalent to QQQM. If you want to dig more, you can go to justetf.com and there you can find any ETF equivalent to your country👍🏻

  • @Art-244gd23
    @Art-244gd23 12 дней назад +2

    How about 25% SMH 25% VOOG 25% FTEC and 25% JEPQ / SCHD?

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      My criteria is if it fits your long term goals, risk tolerance, and time horizon. If you want income in the very near term or now, then JEPQ is something to research further but if you don’t need the dividend then you could take more of a look into schd instead of JEPQ. Your portfolio is going to be very volatile since it has mainly a large portion to technology and growth stocks so just know that but you already do I’m assuming

    • @Art-244gd23
      @Art-244gd23 10 дней назад

      @@Marcos_Milla Thank you. Yes, I know. But still looking like SMH, VOOG, and FETC all besting the S&P500 in 1 yr, 3 yr, 5 yr, 10 yr, and life. But what would you say about SPYD + JEPQ 50/50 in Roth ?

  • @chrisbuck5780
    @chrisbuck5780 13 дней назад +1

    Why would you like VBK over VBR? It has better returns. What am I missing?

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      Hey my friend. You aren’t missing anything. It’s my first time hearing about VBR. There’s many alternatives and I don’t want anyone to feel left out if I don’t include an etf they like or own in a specific category or what not if that makes sense.

    • @chrisbuck5780
      @chrisbuck5780 11 дней назад

      Thanks for the reply. I think if you will check the history, the small cap value will outperform small-cap growth. I think the reason is if there are any good companies in small cap growth they quickly graduate out of the category.

  • @AlexAlddn
    @AlexAlddn 13 дней назад +3

    My target allocation is: 40% Broad market (VOO), 30% Growth (25% SCHG, 5% SMH), 30% Dividends (SCHD) 🙂

    • @jian11188
      @jian11188 13 дней назад +1

      I would replace VOO With VTI, some exposure to the small cap is a good idea. Just my thoughts. Anyways, 50%VTI, 35%QQQM/SCHG, 15%SCHD, will keep that way for 30 years.

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      💪🏼

  • @Bur6212
    @Bur6212 13 дней назад +1

    Do you have to do anything extra when investing in a covered call ETF? Or do you just keep throwing money in like every other ETF?

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +1

      Nothing extra. However there are some that are better than others. I am not a huge fan of the yieldmax covered call ETFs. I like the ones with a reasonable yield that isn’t 60%+ like those ones and a few out there in the market because the price of the etf goes down as well and it mostly returns back your capital

    • @Bur6212
      @Bur6212 13 дней назад +1

      @@Marcos_Milla you’re the best

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      @@Bur6212 thank you my friend 💪🏼💪🏼

  • @Cartamane
    @Cartamane 13 дней назад +1

    Do you max out your Roth IRA every year? And also invest in some of these? Also do you put money in a 401k too?

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +2

      Correct! I max out my Roth IRA, then I max out my 401k up to my employer match, then I use the rest of the money I make and put into a taxable account

    • @Cartamane
      @Cartamane 12 дней назад

      @@Marcos_Milla great thanks. Is there a reason you max out your Roth first even if you can’t take it out until you are MUCH older?

  • @TesunaXD
    @TesunaXD 13 дней назад +1

    what about vti + vxus? good ones?

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      This is a great strategy for true diversification of small, mid, large and international. I plan to make a completely separate video on this topic for a well diversified portfolio!

  • @commonsenseisntcommon1776
    @commonsenseisntcommon1776 11 дней назад +3

    The market now is sh!t

  • @Cartamane
    @Cartamane 10 дней назад +1

    Would there be a reason why I can’t turn on automatic investing with DGRO on etrade in my Roth IRA??

    • @Marcos_Milla
      @Marcos_Milla  10 дней назад +1

      E*Trade does offer recurring investments in ETFs with as little as $25. So yes they do offer automatic investing if you can’t find the answer online (because I don’t have investments with E*Trade so I’m not too familiar with that process) you can 100% call their customer service number and a customer service rep will walk you through how to do it in a couple of minutes. Very easy process, I would recommend you do that

    • @Cartamane
      @Cartamane 9 дней назад

      @@Marcos_Milla awesome thanks

  • @chriscenicola5653
    @chriscenicola5653 12 дней назад +1

    SPMO!

  • @Cartamane
    @Cartamane 11 дней назад +1

    What’s the difference between vgt and vug

    • @Marcos_Milla
      @Marcos_Milla  10 дней назад +1

      Totally. VGT seeks to track stocks only in the information technology sector. So mainly technology stocks (100% tech). While VUG seeks to track US large cap growth stocks (so it has technology stocks as a main portion of the etf but it is NOT limited to only tech stocks since it has stocks from other sectors like communication, consumer cyclical, healthcare, financials, industrials, consumer defensive, etc). The overlap between the two is that they both mainly focus on tech.

    • @Cartamane
      @Cartamane 9 дней назад

      @@Marcos_Milla great thanks! Perfect was to put it!

  • @bossballheaddawg2588
    @bossballheaddawg2588 13 дней назад +1

    I'm monitoring QGRW and Felg! They both newer etfs! They are both Morning Star Gold Rated! They are both beating VGT, XLK, SCHG, MGK, and everything else. The only thing it doesn't beat is those semiconductor etfs! SMH and the rest of the gangsters...

  • @EdwinBoettcher
    @EdwinBoettcher 12 дней назад +3

    That S&P Chart must be old. Because since I have started investing I have lost my ass. I am almost back to 0 from the 5500 I started with 2 months ago. I have SPLG/SCHG/DGRO and Nvida. And SMH/AVUV/SCHH , MSFT ,Google and TSM In the Other. And I'm now around 400$. Haven't grown anything have only gone backwards. And is even more amplified cause I didnt have big $$ to put in. So I am lost. Good Etfs, Solid Blue Chips.

    • @BradleyMaurice226
      @BradleyMaurice226 12 дней назад +1

      Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my 210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

    • @JeffWilliamfick
      @JeffWilliamfick 12 дней назад +1

      Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.

    • @RichardGeorge-pz3wm
      @RichardGeorge-pz3wm 12 дней назад +2

      I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation.

    • @BradleyMaurice226
      @BradleyMaurice226 12 дней назад +1

      this is all new to me, How do I find a suitable market strategist, can you recommend any?

    • @RichardGeorge-pz3wm
      @RichardGeorge-pz3wm 12 дней назад +2

      I've stuck with the popularly ‘’Becky Lou Gordon” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up

  • @BA-pz3lo
    @BA-pz3lo 12 дней назад +1

    No love for SCHG?

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      Schg is on there right? I have schg in my Roth IRA. Should be in the growth category

  • @tonynes3577
    @tonynes3577 13 дней назад +2

    You need to wait for another bull market because you will lose money in the short term bear market, now. I prefer high dividend ETFs because I'm older and I want to live off dividends to some extent.

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      Doesn’t hurt to dollar cost average if growth is peoples thing. I’m def a huge fan of dividends investing as I near retirement (which won’t be for a while) because people really underestimate dividends and how you can live off them if done correctly

  • @BA-pz3lo
    @BA-pz3lo 12 дней назад +1

    VOO and SCHD is only 8% overlap? really? 😳😳 i didn’t know that. i thought all the SCHD corporations are already in VOO 😩

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      That’s what I thought too haha. I was expecting a 15-20% fund overlap then I saw and was like damn… haha

  • @Thoma36-up3
    @Thoma36-up3 13 дней назад +8

    How do most of you guys still making profit? Even with the downturn of economy and ever increasing life standards

    • @HarryEidem
      @HarryEidem 13 дней назад +5

      As a beginner, it's essential for you to have a mentor to keep you accountable.
      I'm guided by a widely known crypto consultant

    • @HarryEidem
      @HarryEidem 13 дней назад +5

      Mrs Caroline Arnold

    • @-wr7iz
      @-wr7iz 13 дней назад +4

      Yeah that's right I think it's right to invest with professional at least it saves the trauma of too much loses

    • @SophiaOliver-d4p
      @SophiaOliver-d4p 13 дней назад +4

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

    • @PeterStevens25
      @PeterStevens25 13 дней назад +3

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

  • @garyschmelzer
    @garyschmelzer 13 дней назад +2

    I’m 55 years old what’s my plan

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад +2

      I cannot make any investment decisions on your behalf. Always look for funds or strategies that fit your long term goals and risk tolerance. Simple is always better. I would try and stay away from individual stocks at your age

    • @garyschmelzer
      @garyschmelzer 10 дней назад

      @@Marcos_Milla yes and thank you. I understand. Yes I don’t touch individual stocks. I am basically a Fidelity investor and I am looking for ETFs. I currently have SPLG.

  • @jaredsparks3290
    @jaredsparks3290 13 дней назад +1

    RDVI

    • @Marcos_Milla
      @Marcos_Milla  13 дней назад

      Let me look into this one. great suggestion!

  • @JulianaAntony-r8q
    @JulianaAntony-r8q 12 дней назад

    Hernandez Jessica Lopez John Harris Susan

  • @ianscianablo8507
    @ianscianablo8507 12 дней назад

    Hey Marcos! I still have a thousand left undeployed in my IRA. Any thoughts? How best to deploy it. It's Merrill Lynch Edge I don't think it's fractional shares. Any great US stocks on sale this week? Ha! Ha!

    • @Marcos_Milla
      @Marcos_Milla  12 дней назад

      a lot of stocks are down as of this last week. I believe it was the worst week of performance since June 2022 for the Nasdaq and March 2024 for the S&P 500. best way to deploy your money is to dollar cost average. Just buy your portfolio on a weekly or time cadence that you can follow be disciplined to for … decades. Or if you really want to, you can lump sum but some do not like that given risk of further potential downside in the markets through the next 3-12 months. For individual stocks if that’s your question. I like high quality blue chip stocks. None of those ones you hear on Wall Street bets or those with weak cash flows and not a strong balance sheet and lack of future projection of growth and innovation.

    • @ianscianablo8507
      @ianscianablo8507 8 дней назад

      @@Marcos_Milla Hi friend. I don't know why but my Merrill Lynch Edge broker says because I'm self directing I have to DCA manually. I really wanted to automate my DCA bi-weekly. What would you do? If I have M1 Finance could I automate DCA without added fees? Maybe I should move off the ML EDge platform?

  • @i_villa7967
    @i_villa7967 13 дней назад +1

    What about full sending sweet sweet Q

  • @RKSound709
    @RKSound709 11 дней назад

    Your really advising people to get into small caps right now? You're hilarious, check small caps right now and tell me thats a smart idea

  • @MaryBarbara7Z
    @MaryBarbara7Z 11 дней назад

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

    • @StevenDonald2
      @StevenDonald2 11 дней назад

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @EdwardAnthony5
      @EdwardAnthony5 11 дней назад

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k

    • @JENNIFERSONIA8
      @JENNIFERSONIA8 11 дней назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation

    • @EdwardAnthony5
      @EdwardAnthony5 11 дней назад

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @JENNIFERSONIA8
      @JENNIFERSONIA8 11 дней назад

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.