investing platforms & Vanguard Personal Investor case study

#vanguardpersonalinvestor #investing #investingplatforms
For those wanting to know a little bit more about Vanguard and how it works, Glen runs through some practical illustrations in this beginner-friendly intro to investment platforms, using the Vanguard Personal Investor as a case study. This video touches on:
👉how investing platforms work 3:45
👉🏿how brokers work 6:39
👉🏾Vanguard Personal Investor platform fees 10:28
👉🏻general investing platform fees 12:21
👉🏽managed funds vs exchange traded funds (ETFs) 16:32
👉comparing fees of buying direct shares, ETFs and managed funds via Vanguard Personal Investor 22:55
👉🏼the benefits 34:04
👉🏿the consolidated tax statement 35:11
👉the limitations 36:03
👉🏽answering some FAQs 40:12
👉🏿where Vanguard Personal Investor sits amongst other investing platforms when it comes to fees, features and ease of use 44:52
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🛑 This video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This video is intended for residents of Australia.
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[@naomij2561]

Great video! It really helped clear up some confusion as to fees and the differences between managed funds and ETFs.

[@m3.podcast]

Thank you :)

[@mjcchaumont1740]

Great comprehensive guide Glen! Only started listening to you today as I invest in Vanguard. Will have to get your book I think 🤔

[@danclifton810]

Thanks Glen. I am using vanguard PI but was thinking of transferring to Superhero. After this video think I will just “stay the course” for now.

[@m3.podcast]

Thanks for your comment Dan :) What else are you looking for info on?

[@averyhayes4449]

Now that the ETF doesn't have a brokerage fee to buy, does this mean that even for investing small amounts of money regularly, best practice would be to go with the ETF over the fund?

[@robsalvv5853]

What if you set up VPI after already having built up a portfolio? What happens to the Vanguard ETFs you already own? And what about your direct shares?

[@bradp8787]

So. Much. Information. Unbelievably informative. Cheers mate.

[@m3.podcast]

Thanks for your comment Brad :) What else are you looking for info on?

[@jmaphysio]

Thanks for covering that in such detail. Much appreciated mate :)

[@m3.podcast]

Thanks for your comment Jon :) What else are you looking for info on?

[@gojkins2813]

No brokerage fee now for Vanguard ETFs 🙌
seems like a no brainier if regularly purchasing vanguard etfs

[@SirJasperKCMG]

Excellent. Comprehensive. ✌️

[@pennymckay15]

Really helpful thank you

[@zoed]

Thanks so much for this video, so much useful information!

[@m3.podcast]

Thanks for your comment, Zoe :) What else are you looking for info on?

[@warbo101]

Thanks, good video. Little confused though
Was very keen on VDHG before watching this.
Looking to invest approx 50p/w…

[@m3.podcast]

What are you confused about? How can we help?

[@annakatenicholson7311]

Is this information still correct with the new Vanguard fees since August 2021??

[@m3.podcast]

Based on new fees

[@philpogson9883]

Wait. ETFs have buy/sell spreads too not just managed funds.

[@m3.podcast]

No/ must have said in error if I said it

[@amarjasika5931]

Ok but how does this work with VDHG ETF that is made of managed funds 🤣

[@m3.podcast]

Watch the movie inception twice