Mutual Fund/ETF Keywords & What They Mean
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- Опубликовано: 6 дек 2018
- Here are a couple links on mutual fund series:
boomerandecho.com/easy-as-abc...
www.getsmarteraboutmoney.ca/i...
There are a copious amount of mutual funds and ETFs to choose from when selecting an investment fund, but understanding the terminology used in the field can help narrow the scope.
Intro/Outro Music: www.bensound.com/royalty-free...
DISCLAIMER:
Richard does not have a personal holding in any of the referenced companies/funds. This channel is for education purposes only and is not affiliated with any financial institution. Richard Coffin is not registered to provide investment advice and as such does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers.
The quality and clarity of content on this channel is great!
Thank you!
Not a SINGLE dislike, wow! I’m so happy I found your channel and I’ve made a point to download all of your videos. I’ve been investing for a few years and have actually grown my portfolio to 6 figures last year. That being said, I still love the really simple videos teaching the basics. Keep it up man, I really loved your 5 min history lesson videos on 2008 and the Great Depression! More in-depth videos on those two, would be awesome in the future haha
Thanks for the positive feedback!
22 dislikes. :(
@@ominous_stranger the percentage is still under 1%, still very good for me
this channel and Ben Felix's channel are must watches for all grade school students.
also, if you ever do podcasts, do let us know!
I just have to comment here how much you've improved from your first few videos. You're doing great!
Thanks dude! Really happy to hear that :)
0:52 - The PB Aggressive Blended Instant Account Mutual Fund invests aggressively in peanut butter companies like Kraft and Jif, right?
Your content has been high quality and very clear for years, love the channel
Love how you present things, great work!
Thank you for this video! It's really informative. I've got a feeling I'm going to be rewatching this one in the future before making major decisions.
Keep up the good work! Can’t believe you don’t have more subscribers it’s really good content!
Solid channel!!! Straight to the explanation for learning and not trying to sell you something 🔥
dude i just stumbled on your channel and im already loving it! keep the good content on 😉
Juan Pablo Suazo thank you!
One of my favourite investment education channels 💯
Thank you for these videos, its nice to have an ELI5 on these topics.
Supa amazing content... Make it easy for the average person to understand
This is a great channel! Thank you for sharing these videos!
So helpful! You deserve more views.
Great video and channel. Look forward to future videos
Thank you for your video! I realized I was purchasing a Series A fund and paying extra fees.
Fantastic discussion, thank you!
I just wanted to say keep up the great work man. I’m 16 and always had a passion for money and numbers and I love the way your videos explain investing barcodes in a concise and clear manner to really continue to spark my interest and thirst to learn more. I’ve actually done a couple of seasons on the stock market game in my high school business class which I’ve learned some cool lessons and am actually planning to obtain a degree in finance once I graduate this coming year. I’m just getting my feet wet in investing in penny stocks and your videos have taught me a lot of good stuff but is there anything further you could give any advice for just beginning in penny stocks and starting off really young w low amounts of capital?
Almighty X thank you for the very kind words! Truthfully I never did much work with penny stocks; the way I was taught was to always stick with safer, less volatile picks. That being said, I know there are many in the field who live for penny stock trades.
My biggest piece of advice would be to focus on developing your discipline and tenacity; read about behavioural finance and how to avoid taking mental short cuts. Understanding your own limitations early on will put you well ahead of the pack.
That being said, it sounds like you’re already well on track to developing experience in the field! Glad to meet another finance enthusiast, and I wish you all the best with your studies. :)
Great video. Thank you
Very well done - even for insiders.
You are doing a wonderful job
I have enjoyed all of your videos so far! This is certainly one of the best Canadian channel for beginners.
Lately, I have developed some interest to learn about investing. ( as Engineer I dont have prior knowledge or interest about learning how money works :D)
Can you recommend some books (or course) where i can learn l'il more than basics of investing including, stocks, options, commodities, real estate etc?
I have been reading a lot in last few months on internet and some books. But either most are too basic or has economic jargons that are just too complex for me to understand. Thanks! And keep up the great work!
So helpful ! Can you please make a video on what should you look at when investing in a mutual fund / etf ....THANK YOU !
Thanks! Very informative
You deserve more views!
Great video!
Explained well !
Finally i can understand the name
CFA complexity being summarized to layman's term, dude is doing the world a favor by reducing these intimidating barriers to knowledge on capital markets
Make more videos that make me feel smart
Does stock picking make any sense? Can anyone expect to earn better than market returns in the long run? Is it ever worth the risk to try to beat the market? Should everyone just put their money in a passive ETF because that gives the best risk adjusted return in the long run? What will happen to the market if everyone did that? Will the market stop functioning because people no longer buy individual stocks?
I hope you cover these questions in a future video
Yugantar Gupta the ETF managers will still buy individual stocks
Can you explain what UCITS etfs mean and how they work? From what I know they're bought from European stock markets but how do they trade whilst the American markets are closed? VUSA for example.
UCITS is like a stamp of approval, a bit like FDA and food.
Quality
Hi sir if you say vangaurd total bond market etf. does it pay dividend regularly? or how do uou make money from that is through mrket flactuations.
Question: If you want to buy an Index Fund or Index ETF and it doesn’t mention the code (DIS or INC ... or ACC) how do I figure out if a fund or ETF will give the money from cupons or dividends to the fund holders ? Is there a search criteria, statistic or another pile of words(in the name) that shows you if the fund or ETF will give the money from interest and/or dividends to it’s holders ?
I really want to know this as I am about to turn 18 and I want to start investimg ASAP and I really want to start with INS or DIC Index Funds or ETF’s. Thank you very much (If you can answer).
You can usually find that out in a fund's "Fund Fact" sheet. Do a search for "distributions" and it will indicate how regularly the fund pays out. Hope this helps!
You do not need those thousands of funds, just go by value and NAV, make sure you always find a low cost expense ratio funds, I prefer less than .60.
Cif and EXG what do you think about these one please let me know
Over 9000!
God bless.
Mutual funds are a lot less accessible. ETFs are much easier to understand what index they're based on, their holdings, and their historical returns. I don't own a single mutual fund because they're just so confusing. Am I missing out?
How do you know if a fund is passive or actively managed? For example, is the Vanguard S&P 500 an active or passive fund?
Most passive funds are index funds; I don’t believe index funds will ever be active, so if they have an index in the name they are probably passive. Outside of that most funds are active
Hey plain bagel, I was wondering if I could get some of your advice. My parents asked if I wanted to put my money in a mutual fund and they told me what it was and brought me to their adviser and I said yes because it seemed like free money or at least to keep up with inflation. I told one of my teachers who is big into investing about what I was doing with my money and he told me about ETF's. So for about the past two weeks I have been trying to learn as much as possible about investing. So now I just have a few questions. 1.The mutual fund I am in right now has averaged 11% since 1994 with an MER of 2.25%, and I found and ETF with Vanguard that has averaged 18% since 2014 with an MER of 0.08% and it indexes the S&P 500. I doubt it will hold that 18% average but has a fraction of the fee's compared to the mutual fund, Would it be better to switch? 2. I am wanting to trade stocks but since I am not yet 18 I don't know how to do that or if I can, I think I could make a joint account with one of my parents but I was wondering how or if it was possible to trade if your under 18? 3. I was looking at online brokers and the best deal seemed to be with wealthsimple's trading app since they had $0 commission fee's and looking at their other fee's for trading like currency conversion was lower than average, so would they be the best for someone with not a lot of money just starting out to trade? I also live in Canada and you seem to focus on Canadian investing so I figured you would be most knowledgeable about how to answer these questions. Also love your video's their are very well put together and make it super easy to understand investing. Thanks!
Sorry for the delayed response.
1) It's up to you whether you switch or not. Lower costs are a good things, but its difficult to compare the two knowing nothing about the mutual fund's strategy. If it's an active mutual fund, than you are asking whether you should be passively or actively invested, something that many investors debate on the daily! Take a look at the mutual fund and decide if its offering is worth the fee you're paying (i.e. is it just mimicking the index).
2) As someone under the age of 18 you'll have to open a custodial account. I don't know much about them but yes it's like a joint account where your parent will have the final say on decisions. I would also talk to your parents about whether investing is the right move or whether you have other needs for your money (i.e. are you pursuing post-secondary education?).
3) Any legitimate trading platform that offers 0 fee trading is a great way to trade in my opinion. There are limitations as to what you can buy, but you could easily find an S&P 500 ETF like you mentioned earlier. Certainly one way to trade.
Hope this helps!
👏🏻👏🏻👏🏻👏🏻
I wanted to dislike it just to be the first to do it..lol but the quality was so good I couldn't.
Who dislikes these videos?!?!
over 9000
MER?
But what is ETF mean? Is it similar to CDOs?
Weird joke
NO-main-cle-ture
Ishare Techcloud WTFOFETFSHOULDIPICK By2035 Acc.. thats the weirdest
BTW compliments for your videos
its pronounced NO-MEN-CLA-TURE
NO-ONE-CARES
*Every investor should stay way from Mutual Funds.*
Tomáš Vyčítal Warren Buffett