The Problems of Index Investing

Поделиться
HTML-код
  • Опубликовано: 21 июл 2024
  • In this video, we dive into the often overlooked problems of index investing, a strategy that has become increasingly popular among investors for its simplicity and the promise of matching market returns. While index funds offer a straightforward way to participate in the financial markets, they come with their own set of challenges that every investor should be aware of.
    Index managed fund vs Index ETF comparison (2023 update): • Vanguard Index managed...
    👉Check my monthly portfolio update and support the channel: / irenezhu OR RUclips membership: / @irenezhu
    👉 Check out my bookshelf and gears kit.co/Irene.Zhuaus
    ✒️ Services that I use:
    🔎Be a smart Value investor by using Seeking Alpha Premium to get 20% discount with 7-day trial: www.sahg6dtr.com/392M6MZ/R74QP/
    🔎 Build a data-driven portfolio for capital appreciation - Alpha Picks by Seeking Alpha - get 10% discount by using this link: www.sahg6dtr.com/392M6MZ/J8P3N/
    📈 Use Moomoo to buy US stocks & get 6.8% annual return on uninvested cash j.moomoo.com/00BLQY
    💳 Sign up with ING bank to get 5.5% interest, we both get $175 bonus (expired by 31st March 2024) campaigns.ing.com.au/refer_10...
    📈 Sign up with Pearler for FI to get $20 brokerage credit for shares & ETFs/$5 cash for Micro pearler.com/invited/IRENEZHU
    📈 Get 1 free stock on Stake US; get $10 bonus to trade with for Stake AUS (both need to be funded within 24 hours of singing up) hellostake.com/r/tongz677
    📈 CMC Market - Sign up to CMC market by using www.cmcmarketsstockbroking.co..., we both get 5 free trades!
    💳 Sign up with Ubank app to get $20 by using code 27KF6M4 (must make 3 card purchases after signing up) www.ubank.com.au/
    📈 Manage your portfolio on Sharesight and get 10% off your annual payment: portfolio.sharesight.com/refe...
    ✒️ Money Smart deals (Australia ONLY)
    🔌 Switch to low-cost Electricity - Ovo Energy to get $120 credit to your account over the 12 months: ovoenergy.com.au/refer/brenda...
    🔥 Switch your electricity & Gas by switching to Globird Energy (get $50 by quoting referral account 30151862) quote.globirdenergy.com.au/we...
    📱 Join Woolworth Everyday mobile(10% off your grocery shop once a month ) to get $10 WISH eGift card by using the code EBDFD8 mobile.everyday.com.au/
    🅰️ Free 30-day Trial on Amazon Prime for free delivery, TV etc. (the US Only): www.amazon.com/tryprimefree?ta...
    🎧 Try Audible Premium Plus for free amzn.to/36B4pm0 up to 2 free books
    📕 20万本英文原版电子书下载 200,000 English ebooks (10% off by using code 7053): ibook.life/7053
    🎥 Tools
    Music I use share.epidemicsound.com/2l6vj2
    Tubebuddy www.tubebuddy.com/irenezhu
    🛎️Disclaimer: Some of the links above are affiliate links, where I earn a small commission from your purchases at no additional cost to you. The content of the videos is for educational & entertainment purposes only and merely my opinions. I am not a financial adviser. All investments involve some risk, and there is no guarantee that you will succeed. To make the best financial decisions that suit your own needs, you must conduct your own research and seek the advice of a licensed financial adviser if necessary.
    Icons created on www.flaticon.com/ by Rasama Studio, Flowicon, Puckung, Freepik, Eucalyp, Vitaly Gorbachev, cahnggunung, Smashicons, Icongeek26, afitrose, Aranagrahics, Paul J
    00:00 Intro
    00:59 What is an Index Fund
    03:18 Index Fund vs Index ETF
    04:18 Advantages of Index Funds
    04:48 1.Diversification
    05:15 2.Low Cost
    06:07 3.Transparency
    06:18 4.Tax Efficiency
    06:37 5.Performance Consistency
    06:50 Problems of Index Investing
    07:04 1.You won't get rich quickly
    09:13 2.The set menu dilemma
    09:51 3.Over-exposure to Market Giants
    10:37 4.Illusion of Diversification
    11:26 Are Index Funds in a Bubble??
    12:15 Inelastic Markets Hypothesis
    14:35 CAPE Ratio
    15:25 Buffett Indicator
    15:47 Index Funds Ownership
    16:48 Jack Bogle's take on everyone indexing
    17:59 My take?
  • РазвлеченияРазвлечения

Комментарии • 19

  • @IreneZhu
    @IreneZhu  4 месяца назад +1

    Index Fund Investors, what's your investing strategy?? 🔎Be a smart Value investor by using Seeking Alpha Premium to get 20% discount with 7-day trial: www.sahg6dtr.com/392M6MZ/R74QP/
    🔎 Build a data-driven portfolio for capital appreciation - Alpha Picks by Seeking Alpha - get 10% discount by using this link: www.sahg6dtr.com/392M6MZ/J8P3N/

  • @jonathon_bradford
    @jonathon_bradford 4 месяца назад +2

    Great video. Excellent research and stroy telling, plus the editing was nice! I'm still going to stay passive for now as I don't have the skills or the time to mine those hidden gems

    • @IreneZhu
      @IreneZhu  4 месяца назад

      Thank you for your comment Jonathon! Like what Bogle said, "the chance of everybody indexing is slim.''

  • @YourFrienjamin
    @YourFrienjamin 4 месяца назад +4

    Underrated channel.
    You've just explained in the most easy-to-understand way of the many videos I've watched on the same subject.
    On ya', Irene!

    • @IreneZhu
      @IreneZhu  4 месяца назад

      Thank you for your time to watch!

  • @hermes8258
    @hermes8258 4 месяца назад

    On an ETF video binge this weekend. After twenty so far, yours are the best.
    08:55 Are you serious - actively-managed ETFs in Australia go bankrupt? How does this compare with Canada, UK, USA etc?
    I enjoy your educational style of using similies.
    I have an issue with most ETFs favouring large caps rather than small. Equal-weighting and large cap - begone! I want small and micro-cap.
    Thanks for the introduction to Cape ratio. Never heard of it. But I am a novice.

    • @IreneZhu
      @IreneZhu  3 месяца назад

      It's not necessary for those active-manged ETFs to go bankrupt. When they don't run well especially those leverage ones that use derivatives, they simply close by liquidation. Here is the report of the survivorship from S&P www.spglobal.com/spdji/en/documents/spiva/spiva-australia-year-end-2023.pdf

  • @cceats9009
    @cceats9009 3 месяца назад

    Hi Irene! Any info on investing in S&P 500 from Australia? I noticed that Super invest in international Index but not the US index

    • @IreneZhu
      @IreneZhu  3 месяца назад

      Hello! I've made a deep dive video about S&P 500 ETFs before ruclips.net/video/s5oXW_vL24k/видео.html For super investment options, I haven't noticed there is one option that particularly invest in S&P 500.

  • @sgrant39
    @sgrant39 4 месяца назад +1

    Well done. Great analogies.

  • @cptr
    @cptr 4 месяца назад +1

    Betting on black vs picking a number

  • @musemellow
    @musemellow 4 месяца назад +1

    great analysis

  • @user-np5fw2ud6v
    @user-np5fw2ud6v 4 месяца назад +1

    another great video Irene, since watching all your videos i have become a more comfortable investor as your explanations are easy to understand and give good thought...
    Look forward to ALL your videos .. NO 1 🖕🏆🏆🥇🥇🥇🥇🥇🥇

    • @IreneZhu
      @IreneZhu  4 месяца назад

      Glad my content helps, and thank you for your support Tony!

  • @WaterWater85
    @WaterWater85 4 месяца назад

    pls break you video down by points.. It helps us get the main points.

    • @IreneZhu
      @IreneZhu  4 месяца назад +1

      Will add chapters, thanks for your comment.

    • @WaterWater85
      @WaterWater85 4 месяца назад

      @@IreneZhu 🙏

    • @hermes8258
      @hermes8258 4 месяца назад

      I disagree as to the necessity. I read the Odyssey without Coles Notes

  • @cptr
    @cptr 4 месяца назад

    wtf??