Investing in the S&P 500 is RISKIER than you think...

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  • Опубликовано: 2 окт 2023
  • Investing in the S&P 500 is hugely popular, but it might be riskier than you think.
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    Hi there! My name is Tom Morgan, Founder & Financial Planner of Orca Wealth Ltd, welcome to my RUclips channel ‘That Finance Show’. I’m very glad to have you here because this channel gives me the opportunity to help people and share information with those who wouldn’t normally get it.
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    #sandp500

Комментарии • 242

  • @hovickeard6728
    @hovickeard6728 Месяц назад +205

    I’ve often wondered how with economic crisis, threatening wars, and a host of others, traders are still able to ascertain risks and still getting profitable investing, any ideas how its done, my portfolio has been more on the negative than positive.

    • @diegoa3991
      @diegoa3991 Месяц назад

      understanding it’s no gamble nor a game of luck goes a long way, careful analysis and dedication in needed to understands so as for lucrative returns.

    • @joycelistings6879
      @joycelistings6879 Месяц назад

      Well I feel its always best to go with professional counsel, I’m up over two million in proceeds, its been only twenty five months, it’s makes for so much and saves capital on common loss as newbies.

    • @monsoe9748
      @monsoe9748 Месяц назад

      That’s fascinating numbers ma’am. Please say more on your FA?

    • @joycelistings6879
      @joycelistings6879 Месяц назад

      Very well, I’d say do due diligence on Lina Dineikiene, top notch system.

    • @joycelistings6879
      @joycelistings6879 Месяц назад

      Very well, I’d say Lina Dineikiene. Truly exceptional.

  • @Heatherwileywiley
    @Heatherwileywiley 10 дней назад +36

    To succeed in Stock, crypto, and more, traders need to grasp asset class crossover and liquidity flow. Fiona Patricia Annie Brooks excels in Multi-asset trading, skillfully managing risk, profit, and decision-making across diverse classes.

    • @carolynvo7802
      @carolynvo7802 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

    • @Rodriguezpaul-9
      @Rodriguezpaul-9 10 дней назад

      After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery.
      Glory to God shalom

    • @Josephbasta827
      @Josephbasta827 10 дней назад

      You trade with Patricia Annie Brooks too? Wow that woman has been a blessing to me and my family.

    • @Teresalepore019
      @Teresalepore019 10 дней назад

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

    • @JudyWarrenMcMillen
      @JudyWarrenMcMillen 10 дней назад

      The very first time we tried, we invested $1000 and after a week, we received $7500. That really helped us a lot to pay up our bills.

  • @HayleyAtwell-ht2pz
    @HayleyAtwell-ht2pz 7 месяцев назад +33

    I'm from England where i work as a journalist until i met Expert Mrs Amanda K, Mrs Amanda K is legit and her method works like magic. I keep earning every single week with her new strategy

    • @George-yd3rp
      @George-yd3rp 7 месяцев назад

      Assets can make one successful in life

    • @ThomasChippendale-gm2cc
      @ThomasChippendale-gm2cc 7 месяцев назад

      I have been investor with her since 2018. she's been great mentor and account manager to me

    • @Michael-wi8ei
      @Michael-wi8ei 7 месяцев назад

      after God in my life, is now next to Mrs Amanda because she has really brought me out of credit and sorrow,

    • @Arthur-cl1jn
      @Arthur-cl1jn 7 месяцев назад

      Despite the lockdown I was able to earn $9000 while being home with the help of Mrs Amanda, she is really a miracle worker

    • @Jomes3600
      @Jomes3600 7 месяцев назад

      wow I'm just shock you mentioned expert Mrs Amanda, I thought I'm the only one trading with her 😊

  • @taylorgreen5908
    @taylorgreen5908 7 месяцев назад +44

    I follow these general simply rules and this has worked amazing for me. Diversify, dollar or pounds cost averaging investing method, portfolio re-balance every quarter with my CFA and I have mainly an allocation fund with mix of SP500 managed ETFs/ index funds. worked out the best for me and my portfolio grew over 245% last year just hit the 7 figure mark..Grateful to Lisa Rosa Cavanagh .

    • @gagnecaron658
      @gagnecaron658 7 месяцев назад

      I invest in stable stocks, my rule: if you previously liked the stock, then you should love it at a discounted price.

    • @larryronhartfield55
      @larryronhartfield55 7 месяцев назад

      I did read about Lisa Rosa Cavanagh on the web., quite a great resume she has

    • @stephmeldrich6765
      @stephmeldrich6765 7 месяцев назад

      impressive! love the strategy

    • @ericwilde4583
      @ericwilde4583 7 месяцев назад

      Did a quick web search, she has a pretty decent bio, I wrote her and I'm waiting on her reply.

    • @tightywhitey9779
      @tightywhitey9779 7 месяцев назад +4

      I think its time for a new bot chat formula.

  • @loutol2952
    @loutol2952 6 месяцев назад +11

    ⁠​⁠the S&P 500 is a growth oriented index that happens to pay some dividends. That does not make it a bad investment. Academics over complicate investing. The index is made up of extremely well run companies. Simply buy and hold an ETF tracking the index and you will be just fine. Its track record is there for all to see.

    • @CyanTeamProductions
      @CyanTeamProductions 14 дней назад

      Yeah my question was if the S and P 500 is so risky then why has it stayed afloat? And I think it’s because when companies that are a large amount of the 500 go bust, the 500 goes down, and then those who manage it then remove it. Idk, hard to believe that it is still around

  • @themusic6808
    @themusic6808 5 месяцев назад +11

    All well said, but the S&P 500 being a market cap weighted index means that if information technology and “the big 7” fall to the wayside and are replaced by another 7 companies in 10 years time that become the most valuable companies in the world the rise and subsequent performance of those companies will simply be what is driving the index, it’s impartial to any specific industry, sector or group of companies. It basically tracks the biggest winners over time. Every decade or so there’s a big sea change in the market and subsequent turbulent waves in between.

    • @sheldoncooper0
      @sheldoncooper0 22 дня назад

      The SPY self cleanses. This RUclipsr doesn't know what he's talking about. SPY is not driven by mag 7/big tech, SPY is driven by the market cap weighted companies that are high cap... it just so happens that big tech is that right now.

    • @CyanTeamProductions
      @CyanTeamProductions 14 дней назад

      @@sheldoncooper0What about VOO? Much of the same?

  • @TomsPersonalFinance
    @TomsPersonalFinance 7 месяцев назад +1

    Great video, thanks. Always incredible to see the results when you remove the top performers. 😊

  • @dalamar6228
    @dalamar6228 5 месяцев назад +1

    No idea but great advice😊.

  • @nileshshah4397
    @nileshshah4397 7 месяцев назад

    How does that compare to say FTSE 100, Is it any better distributed ? But a super informative piece as usual - thanks a lot.

  • @declanmcardle
    @declanmcardle 7 месяцев назад +11

    20 years ago the biggest companies were oil and tobacco, 40 years ago it was Public Utilities (and maybe IBM). Who knows where all these tech companies will be in another 20 years...

    • @UltraMecha
      @UltraMecha 7 месяцев назад +3

      tobacco vs tech is not even close to the same thing. If you think tech is going away and we are going back to the dark ages in the next 20 years, go ahead, good luck with that.

    • @1292liam
      @1292liam 23 дня назад

      @@UltraMecha invest in the Nasdaq ?

    • @TheGavranatar
      @TheGavranatar 16 дней назад

      Skynet

  • @Ericbabacan
    @Ericbabacan 12 дней назад +4

    Honestly, this concerns me and has left me uneasy. Especially this potential depression, no more a recession. I'm unsure about my $130K account strategy, considering the uncertainty of this whole recession mostly.

    • @A-krandy
      @A-krandy 12 дней назад +5

      if you lack knowledge about market investing tactics, get advice from a financial counselor.

    • @GabrielZi-xr6zc
      @GabrielZi-xr6zc 12 дней назад +5

      Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

    • @KateEngdahl
      @KateEngdahl 12 дней назад +5

      I could really use the expertise of this advsors.

    • @GabrielZi-xr6zc
      @GabrielZi-xr6zc 12 дней назад +5

      Her name is 'Marisa breton Dollard. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @KateEngdahl
      @KateEngdahl 12 дней назад +5

      Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

  • @TheRothschild770
    @TheRothschild770 7 месяцев назад +29

    Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.

    • @RoseBalerus
      @RoseBalerus 7 месяцев назад +1

      I’m so glad I didn’t really make any big mistakes when I started my investment journey last year. So far I’ve just been sticking small amounts of money into companies I’m sure will continue to exist for the next five years and if the stocks do well, I hold on. If not, I reinvest the bad ones into the good ones so I can get higher gains. I gained about $9.5k from putting in $4k into NVIDIA earlier this year so that was pretty nice.

    • @LeeParkchu
      @LeeParkchu 7 месяцев назад +1

      In my taxable account I went into dividend investing route. In my Roth I did the buy and hold route with an S&P 500 etf and total market etf along with some Berkshire B stock and SCHD.

    • @JasonAmir-qo4uo
      @JasonAmir-qo4uo 7 месяцев назад +1

      Great info, how can I get someone like that?…. I’m bombarded with the “don’t sit on it during the inflation, I wanted to jump in 8/22 and did nothing so far this year I think I need to get my feet wet

    • @John-ww2fv
      @John-ww2fv 7 месяцев назад

      Working Chris Ryan Stewart, I started my first stock in Feb 21, 2022 I noticed the market went down the whole year so now I’m up a lot of money endless we go back to the October lows I will keep putting more stocks super excited for 2024 the payoff will be great 😌😌

    • @TheDuke792
      @TheDuke792 7 месяцев назад

      I wasn’t sure with investing money for a new car, but I’ve made over $58k since 2022 from learning from Chris and still bought my dream car. Thanks😭

  • @austinbar
    @austinbar 3 месяца назад +84

    I have a three fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

    • @rogerwheelers4322
      @rogerwheelers4322 3 месяца назад +4

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @joshbarney114
      @joshbarney114 3 месяца назад +3

      I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

    • @FabioOdelega876
      @FabioOdelega876 3 месяца назад +2

      I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • @joshbarney114
      @joshbarney114 3 месяца назад +4

      Finding financial advisors like Colleen Janie Towe who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @FabioOdelega876
      @FabioOdelega876 3 месяца назад +3

      Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.

  • @DJTXD123
    @DJTXD123 7 месяцев назад +1

    I invest in VWRL and 9 ai / Tech companies

  • @alastairkeith8553
    @alastairkeith8553 7 месяцев назад +5

    Spot on - basically big tech driving the S&P and if they fail then there will be tears at bedtime. Just shows how the other companies are really not doing well at all and how important unicorn companies are to drive wealth.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      Yep exactly. Although these tech juggernauts look like they are around for the long haul

    • @BaileyMxX
      @BaileyMxX 7 месяцев назад

      Was there tears at bedtime when GE got replaced, when the tobacco companies, the big oil companies the overvalued Cisco's , the Intel's the IBMs... They all were at one point heavily weighted, yet the new winners take higher weighting and the market averages trundle on? Self cleansing without fear or emotion.

    • @uncreativename9936
      @uncreativename9936 4 месяца назад +2

      Only in the short term, in the long term losers will be cycled out for winners and the process starts over with higher highs and higher lows. If you're only investing money you likely won't need for a few years, it's not an issue at all.

  • @MATIvmr
    @MATIvmr 6 месяцев назад +1

    It’s actually 7 companies, called magnificent 7. Could just go with one world ETF like VWRL. I am invested in s&p500, vwrl, nas, Ggrp and Brk. Not bothered that there’s overlap, if crash happens ? Even better, more shares for me. Stock market - only place where people panic when there’s heavy discounts

  • @davidwalsh9807
    @davidwalsh9807 7 месяцев назад +7

    Good video as always. Look at big tech cash balances, and then look at their debt 💸. The fact is most big tec companies debt is on a very low rate of interest 1 to 2.5% max. Yet their cash deposits are yielding circa 4 to 5% at the moment
    I think they will be fine 😊😉

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      All true, trouble is stock markets move on emotion and sentiment not cash in the bank. But I’m on the whole I think you’re right, I don’t see the likes of alphabet or Amazon going anywhere anytime soon

    • @davidwalsh9807
      @davidwalsh9807 7 месяцев назад +1

      @@ThatFinanceShowgood thing we are all in it for the long term 😊

    • @eara8426
      @eara8426 6 месяцев назад

      The S&P 500 will go down for the following months.

  • @BaileyMxX
    @BaileyMxX 7 месяцев назад +7

    Might have been worth mentioning that there are options out there for equally weighted S&P 500 indexes rather than market cap weighted if people prefer that exposure.

    • @SteveHasACamera
      @SteveHasACamera 7 месяцев назад

      Which examples? 🙏

    • @BaileyMxX
      @BaileyMxX 7 месяцев назад

      @@SteveHasACamera
      SPEQ
      SPEX
      XDWE
      EWSP

    • @uncreativename9936
      @uncreativename9936 4 месяца назад

      @@SteveHasACamera RSP if you didn't find it already.

    • @drbenirusani
      @drbenirusani Месяц назад

      @@SteveHasACamera DJIA, and Nasdaq 100

  • @chaseheatwole2213
    @chaseheatwole2213 6 месяцев назад +1

    If companies in S&P 500 Start failing we're on more trouble then just your stock portfolio. Just keep your money in it even if it goes way up and way down. Cash out on a high note when you're ready to retire.

  • @BaileyMxX
    @BaileyMxX 7 месяцев назад +3

    I would agree with you but look at the top 10s in the 1970s,80s,90s etc.... The make up changes in each decade, the higher weighted get replaced by the new winners. You'd have been heavily weighted to XOM, to GE to IBM etc, the index sorts through the winners and losers, crucially without fear or emotions.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      This is true, remember FAANG up until recently

    • @Rideorhide
      @Rideorhide 7 месяцев назад

      100 percent correct. The index is self cleansing.

  • @Jacob-oc2qg
    @Jacob-oc2qg 9 дней назад

    What do you think of spus

  • @rayb6852
    @rayb6852 7 месяцев назад

    I go with SCHD that's it

  • @tonytonychopper4101
    @tonytonychopper4101 20 дней назад

    I like how his analogy is point to a world ending crisis lol. Like if the s&p goes down I think we'll have bigger concerns than where my money is invested 😂

  • @ifeanyi212
    @ifeanyi212 7 месяцев назад +6

    Yes for me I say to myself, if I had to fall asleep and wake up in 30 years, would I be comfortable with 100% S&P allocation, personally my answer is no which is why my portfolio is mostly in the FTSE Global All Cap, albeit this is heavily weighted towards the US but at least there is some more diversification

    • @MJ-uk6lu
      @MJ-uk6lu 7 месяцев назад

      It's still not much better. It's still like 80% US and from those US is still mostly driven by those tech giants.

    • @ifeanyi212
      @ifeanyi212 6 месяцев назад

      @@mizgenmangory5510 Interesting, what do you mean by L take?

  • @michayng4105
    @michayng4105 7 месяцев назад

    this video alone makes this channel a 'must subscribe' channel on investing

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      Thank you and welcome to our little community!

  • @ednaplate
    @ednaplate 7 месяцев назад +1

    Can we have a look at your guitars? 😊

  • @bagballgolf2406
    @bagballgolf2406 7 месяцев назад +1

    This is likely to be the case the years to come so its not much more risky in reality to have a fair chunk of the nasdaq100 and get the bigger gains when times are good

  • @coderider3022
    @coderider3022 7 месяцев назад +1

    Big tech is here to stay but maybe not the current stock. Apple is adrift, meta will struggle, nvidea will drop but Microsoft and google will stay strong. Amazon will need to split from retail to tech at some point to compete and get revenue.

  • @nb-ii2rb
    @nb-ii2rb 7 месяцев назад +2

    Alternative is what though?

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад +1

      Invest outside of the s&p500, globally and in different assets. Bonds, property, commodities as examples.

    • @MJ-uk6lu
      @MJ-uk6lu 7 месяцев назад

      @@ThatFinanceShow The problem with that is that commodities just aren't investments, property as in actually buying and renting is very risky since you most likely can't diversify, bonds depend on where you live and in some places getting foreign bonds is just not worth it due to fees. Outside of SP500, there's only mid caps and small caps left. Both can be potentially more profitable, but much less so when adjusted to risks.
      I personally have been looking a bit at what stocks tend to be actually profitable and at least in European indices it seems that big countries all stagnated, meanwhile most returns generated were from smaller countries and even then from very few companies. So unless you look at dividend stocks, the actual growth is just more or less dead in whole market except few aberrations. Some countries like Mexico had insane stock profitability, but it's also true that there is a ton of risk and currency exchange nonsense.
      Overall it just looks like there's a mass global stagnation of public company growth and avoiding SP500 is just not really wise as in other success stories, there's still a massive concentration of few growers and a lot of stagnation, if not outright declines. I guess the most sensible thing to do is just adopt Bogle-like mindset and look at investment defensively. Basically be conservative, don't buy into hype, have a consistent investment routine, manage risks well, don't ignore bonds and still try to not put all savings into investments.

  • @FlyingFun.
    @FlyingFun. 7 месяцев назад

    I've only been investing for 3 years or so and literally have less than when I started and now looking at another crash, I followed all the right advice and bought diversitied portfiolios ie vanguard lifestrategy and some vwrl as well as some straight up vusa ( sp500), all of them have lost due to the timing of my putting the money in.
    I am now moving some of that money into uk gov bonds at 6% for a year to try to recover some of the losses, I just dont see the profits that are reported on all the charts?!?!?!
    Dont get me wrong Im still staying invested with about 40% of my money but I need some stability and the bonds give this, I was going to stay 50 50 but Im looking at the whole picture of the markets and seeing a lot of downward pressures that are not going away so risk off for a bit and 6% garanteed is not to be sniffed at.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      It’s been tough out there no doubt. Gotta stick it through the long term, be greedy when others are fearful!

  • @BillCarrIpswich
    @BillCarrIpswich 7 месяцев назад

    Everyone has a giant hard on for big tech - but really all of them apart from Apple and maybe Microsoft have losing records for innovation and new product development.
    Google is literally just a data harvester/advertiser. Have you seen how bad Google search has become in the last year or two? I would think twice about advertising with them if i were in that business - their targeting is useless.

  • @MeBeMat
    @MeBeMat 7 месяцев назад

    I'm new to investing. I've been dipping my toes in with £100 per month into a Vanguard lifestyle 60% equity fund since April. I've drilled down enough to have a basic idea where my money is going, but I don't really know *how* to diversify beyond that.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад +1

      The Vanguard 60% Lifestrategy fund is very well diversified in its own right.

    • @on_the_mooch2708
      @on_the_mooch2708 7 месяцев назад

      I'm in vanguard 60percent equities. These funds are OK to hold just on thier own right? I invested since 18 in funds through my bank, but at 34 now I thought, I can do this myself without the middle man. So now I'm with vanguard 60 and big amounts in fixed rate bonds and isa due to the interest rates currently.

    • @uncreativename9936
      @uncreativename9936 4 месяца назад

      IMO this is a great video on the topic, although I disagree about the covered call ETFs, I think you can skip that, but otherwise it's a good video. Also IMO those target date funds are unnecessarily conservative. If you're decades away from retirement you can safely have much more than 60% in equities, although as you get closer you definitely want to move to more conservative investments. I'd recommend "The Intelligent Investor" by Benjamin Graham. It's not just about value investing, but also has a lot of good information for passive investors as well.
      ruclips.net/video/xxFcGT5WTOA/видео.html
      Edit: Also ignore the leveraged ETF and the "wheeling" on O, those are more advanced strategies.
      ruclips.net/video/8JY1Ie3yukw/видео.html

  • @Farmwald853
    @Farmwald853 3 месяца назад +1

    80% equities 20% cash. I plan to take advantage of the s&p500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large stock/bond portfolio for substantial gains at minimum risk.

    • @SallyW414
      @SallyW414 3 месяца назад

      Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions

    • @Parzen753
      @Parzen753 3 месяца назад

      I agree, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 next year

    • @Farmwald853
      @Farmwald853 3 месяца назад

      Great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time

    • @Parzen753
      @Parzen753 3 месяца назад

      Natalie Noel Burns is the licensed advisor I use, just research the name. You'd find necessary details to work with to set up an appointment

    • @Farmwald853
      @Farmwald853 3 месяца назад +1

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.

  • @VegasMilgauss
    @VegasMilgauss 7 месяцев назад +1

    That graph isn’t with dividends reinvested is it?

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад

      Which one?

    • @rayb6852
      @rayb6852 7 месяцев назад

      It's total returns, the yield is really low. The dividend growth rate is 6% so you need to sell shares in retirement to survive. SCHD has a dividend growth rate of 12%. SCHD with the lack of tech exposure has outperformed VOO.

  • @nightcitydrive534
    @nightcitydrive534 Месяц назад +1

    Damn if you bought the s and p when this video was posted you would be doing well hahaha

  • @hustlinhitch
    @hustlinhitch 7 месяцев назад

    The £10k lump sum I invested in the S&P 500 (and others) a month ago is plummeting! So time will tell.

    • @epbrown01
      @epbrown01 5 месяцев назад

      Ask any investor which has caused more regret and they’ll answer “selling” much more often than “buying.” I’d have gotten rich a lot sooner if I’d just held on to a lot of equities during downturns. I now wait *years* to decide on selling.

    • @brettlawrence9015
      @brettlawrence9015 2 месяца назад +1

      I’m up 12% in the last 3 months but the last month has stalled. “Dollar cost averaging” minimises volatility it would have felt better splitting that lump sum over a year so you would have bought at different prices. Whatever you do give it 10 years of growth more money gets lost trying to time the market.

    • @hustlinhitch
      @hustlinhitch 2 месяца назад

      @@brettlawrence9015 Thanks.

  • @user-bu6wf5xs3h
    @user-bu6wf5xs3h 19 дней назад

    It’s still much safer than individual stocks

  • @declanmcardle
    @declanmcardle 7 месяцев назад +3

    Oh no, the market's gone down! What will I do?
    Delete your stock apps for 1 month...

    • @declanmcardle
      @declanmcardle 7 месяцев назад

      Back again...delete them for 2 months...

  • @sheldoncooper0
    @sheldoncooper0 22 дня назад

    The S&P500 is not the mag 7 and will never be, it's ONLY the mag 7 NOW... it's dynamic, as in if the mag 7 fail, it rotates and self cleanses with the companies in whatever the next hot industry is. Every decade, the list of the top 10 companies are always different... the index self cleanses and you are not at risk because the SPY is "overweight" on big tech/mag 7.
    Furthermore, many other developed economies including Germany have their national indices way more concentrated than the SPY.

  • @llamudos9809
    @llamudos9809 7 месяцев назад +3

    Markets go up and down. Just do not sell on a dip! Buy. Emotions kill investing. Its human nature! Sheep mentality when investors get skittish. All it takes is a rumour on RUclips to get word of mouth to push a run :)

  • @Stephanie_Summer
    @Stephanie_Summer 7 месяцев назад +14

    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 Elizabeth Wesley.

    • @ScottBingman
      @ScottBingman 7 месяцев назад

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

    • @Stephanie_Summer
      @Stephanie_Summer 7 месяцев назад

      she often interacts on Telegrams, using the user below.

    • @Stephanie_Summer
      @Stephanie_Summer 7 месяцев назад

      Wesley215 💯

    • @ScottBingman
      @ScottBingman 7 месяцев назад

      @@Stephanie_Summer thank you.

    • @quitzx1389
      @quitzx1389 6 месяцев назад

      ⚠WARNING THIS COMMENT AND ALL REPLIES ARE A SCAM.⚠

  • @mrlolmaster1019
    @mrlolmaster1019 7 месяцев назад +3

    nice hair

  • @andrewwing5086
    @andrewwing5086 7 месяцев назад

    This has always been my concern with self managed portfolios. Not till you drill down into the detail that you get the full picture. Yes, I pay management fees, but see that as a two-way street and lifelong relationship, I make money. My adviser makes money.
    Honestly, I've got a life to be lived, and I'm not too proud to say l've not the years of financial expertise and experience. No different than when I worked as a qualified trades man going into people's homes, there was a lot of poor quality D.I.Y., not for want of finance just what they valued too spend on.

  • @user-bu6wf5xs3h
    @user-bu6wf5xs3h 19 дней назад

    It’s still the best rebalancing fund out there

  • @timlodge8267
    @timlodge8267 7 месяцев назад +2

    You have had your hair cut.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад +4

      Indeed I have, took the hairdresser 4 days and she used hedge trimmers.

  • @FailedSociety321
    @FailedSociety321 7 месяцев назад

    What was the actual point of this vid genuinely

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад +1

      To discuss how the S&P500 works, based on my comments generally so far people seem to have found it useful.

  • @devpro712
    @devpro712 3 месяца назад +2

    if you keep your money in the bank you lose money from inflation so better to put it in s&p 500

    • @Anomaly66666
      @Anomaly66666 2 месяца назад

      What's the average yield per year?

    • @boglehead5822
      @boglehead5822 Месяц назад

      ​@@Anomaly6666615% in the last 10 years. 9% in the last 150 years.

    • @Anomaly66666
      @Anomaly66666 Месяц назад

      @@boglehead5822 that's per year?

  • @user-si2jt2nk7g
    @user-si2jt2nk7g 5 месяцев назад

    I would like to see these strategies plotted out over the last 10 years. Did they do well or are they all about the same? I have been having a hard time with my allocations. Moving from more investment to more conservative investments. Less individual stock to more bonds.

    • @Mark-fg8iw
      @Mark-fg8iw 5 месяцев назад

      With $4000 I made a profit of over 28,863 dollars🔗

    • @SheridanGeorge-do9ji
      @SheridanGeorge-do9ji 5 месяцев назад

      The professionals like Ashish Shah presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.

    • @user-si2jt2nk7g
      @user-si2jt2nk7g 5 месяцев назад

      Ashish Shah commitment is greatly appreciated, thanks to him!👍

  • @wanderingtravellerAB99
    @wanderingtravellerAB99 3 месяца назад +1

    neh-videa wtf

  • @easyrawlins2392
    @easyrawlins2392 5 месяцев назад

    Nice video but trash. They kick out companies from the s&p 500. But you had to make a video

  • @Isael-qk5rz
    @Isael-qk5rz 5 месяцев назад

    I'M NEW TO BTC AND I'VE BEEN MAKING LOSSES TRYING TO MAKE PROFIT MYSELF IN TRADING...I THOUGHT TRADING ON DEMO ACCOUNT IS JUST LIKE TRADING THE REAL MARKET... CAN ANYONE HELP ME OUT OR AT LEAST ADVICE ME ON WHAT TO DO TO JOIN ASHISH SHAH TRADE?

    • @JerryAlex-qg4et
      @JerryAlex-qg4et 5 месяцев назад

      As a beginner investor, it’s essential for you to have a mentor to keep you accountable 🤷🏻‍♂ Myself I’m guided by Mr Ashish Shah, a widely known crypto consultant💪

    • @GregoryFreddie
      @GregoryFreddie 5 месяцев назад

      Regardless of how much money I generate each month, I maintain the same budget and adhere to my means-tested Shah helped raise over $580,000 in two months from an initially stagnant portfolio of $150,000

    • @NancySteve-dz3xp
      @NancySteve-dz3xp 5 месяцев назад

      Just made my gains trading crypto with his signals, its like no other

    • @NancySteve-dz3xp
      @NancySteve-dz3xp 5 месяцев назад

      I also work with Shah and i earn $25,750

    • @Isael-qk5rz
      @Isael-qk5rz 5 месяцев назад

      Thank you

  • @Patriciabanks5
    @Patriciabanks5 3 месяца назад +97

    I really do believe him. SP500 will eventually go over 6000. The S&P 500 should be in ‘buy-the-dip’ territory, as leading indicators for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...

    • @KevinClarke9
      @KevinClarke9 3 месяца назад +5

      Safest approach i feel to tackle it too is to truly diversify. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown/inflation

    • @suzannehenderson5
      @suzannehenderson5 3 месяца назад +1

      Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 25% this year alone... maybe you should do the same.

    • @MarkGrimm8
      @MarkGrimm8 3 месяца назад +1

      Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 25% this year alone... maybe you should do the same.

    • @suzannehenderson5
      @suzannehenderson5 3 месяца назад +3

      The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% last year, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

    • @ScottArmstrong12
      @ScottArmstrong12 3 месяца назад +3

      please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

  • @southwestkinema9149
    @southwestkinema9149 7 месяцев назад +1

    If you invested 20,000 pounds in Netflix, Alphabet, Meta, Amazon, and Tesla shares at the beginning of 2023 Today your investment is worth 750 pounds. You have lost 19,250 pounds. This is a loss of 96.25%. Just saying.

    • @BaileyMxX
      @BaileyMxX 7 месяцев назад

      Huh?

    • @kelle_li
      @kelle_li 7 месяцев назад

      How and where do you calculate this? What's your source? Interested to try it with different stocks.

    • @BaileyMxX
      @BaileyMxX 7 месяцев назад

      @@kelle_li he's mistaken. There hasn't been a 97% drawdown in these stocks at all. Perhaps if he's done a CFD short and is heavily underwater.

    • @ThatFinanceShow
      @ThatFinanceShow  7 месяцев назад +8

      What on earth are you talking about? Have you been rolling up the charts and smoking them?

    • @southwestkinema9149
      @southwestkinema9149 7 месяцев назад +1

      🤑🤣If you invested £20,000 pounds at the beginning of 2023, split across Netflix, Alphabet, Meta, Amazon, and Tesla shares, your investment is now worth £7,360 pounds a lost of £12,640 pounds. This is a loss of 63.2%.. I'd need a smoke after loosing that much money a few drinks too.

  • @Riggsnic_co
    @Riggsnic_co 3 месяца назад +93

    I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

    • @bob.weaver72
      @bob.weaver72 3 месяца назад +2

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @martingiavarini
      @martingiavarini 3 месяца назад +1

      I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

    • @TheJackCain-84
      @TheJackCain-84 3 месяца назад +1

      I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?

    • @martingiavarini
      @martingiavarini 3 месяца назад +1

      When ‘Carol Vivian Constable’ is trading, there's no nonsense and no excuses. She wins the trade and you win. Take the loss, I promise she'll take one with you.

    • @TheJackCain-84
      @TheJackCain-84 3 месяца назад +1

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.