Vanguard Investing Platform Tutorial
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- Опубликовано: 29 сен 2024
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This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
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Thanks for watching everyone! To help out my channel be sure to give this video a LIKE and leave a separate comment down below. Also check out my full playlist on investing with Vanguard if you are looking to learn more! ruclips.net/p/PLscTZuOqKWIwwWlFK2yQEpY1urmxPBkEM
Hi Jake. Thanks for the financial videos. I have a question. Maybe you know the answer or not. I am an American lving abroad. Never worked in the US. Would it be possible for me to invest in index funds since I do not live in the US? Thanks for your reply.
Watching in my 40s... And only just starting I feel so behind!
Gotta start somewhere
Keep going mate I started at 34... was in 13K debt and living in my overdraft. I'm now debt free have a 45K emergency fund. 55K saving pot and just surpassed ~$500K. My portfolio is roughly half ETFs and half in individual stocks... I am almost 36 now!
After seeing this video I noticed a 3k minimum investment in mutual funds. Question what would it cost to open an account with Vanguard and invest in ETFs only?
Hey There, I just opened an general investing acc, I opened the acc with $50 . and i validated the account with the Cents they deposited to your bank acc. after the 7 days of validation of your bank acc, can you withdraw any amount of money you put in?
Thank you for actually testing and going into the user interfaces for all the trading platforms. I was tired of watching videos of comparisons between platforms from people never actually tried out those platforms and applications.
Haha, yep, I actually use all these platforms. I wouldn't feel comfortable talking about companies I don't personally use. Cheer Nathan!
Let me say thank you for creating so many comprehensive videos. I’m tearing through all your videos
Thanks Joe, very helpful and informative. Keep your videos coming - you and John Bogle have sold me in Vanguard !!!
Haha, thanks! Vanguard is great!
I didn’t really know Vanguard had all these research resources. Great to know!
For sure! Those stock reports are great to look at if you want to buy individual stocks. Cheers Oscar!
Hi Jake. Could you go over Options trading? And do you have any experience with this? Thanks.
Hey SpartanED! I have a series of videos on this topic planned. They will be coming next month after I finish making my tutorial videos on Fidelity's platform. It's a complicated topic but I am excited to cover it!
Hi Jake. Recently found your channel and I appreciate the content you provide. Out of curiosity, did you leave Schwab for vanguard, or do you have investments in both? If so why and what are the benefits of doing that? Also, when looking at equivalent index funds from vanguard/fidelity/schwab, how can I tell which is better to buy? I'm new to all of this. Thanks!
Hey hc797! I will eventually make a full comparison video between Schwab/Vanguard/Fidelity highlighting the small differences, but they are small. I recommend all three, and I will be using all three. I will be doing long-term individual stock investing with Fidelity, short-term swing trading with Schwab, and I have a Roth IRA where I will be indexing with Vanguard. I am definitely making things more complicated than it needs to be, but because I will be making RUclips videos about all three platforms, it makes sense for me to be using them all. As for the equivalent Funds between the three, they all perform identical, the only difference is their expense ratios and the difference is minor. All are good options.
@@JakeBroe thanks for your response. I can't wait to see the comparison video!
Jake, do you know how to bring back Vanguard's old website display format? I like to find the growth of 10K of a particular mutual fund in 1yr, 3 yrs, 5yrs, 10yrs, etc. but cannot find that feature anymore in their new format! Thanks.
Thanks for the great video. I have vanguard brokerage account and love it. Learnt a lot from your video on how to navigate and what else is out there. I have been considering their digital advisor services which I believe is robo (not human) which is what I prefer. But being so diversified already with mid small large cap I am not sure how much it can help me. Even if I sign up now, end of the year selling of my existing taxable funds will trigger cap gains taxes. Is it better to wait till January? What’s your advise ? Or should i just continue do it yourself approach?
Robo advisors on these platforms are free, so I don't see a problem, but they also aren't necessary. If you are investing in retirement accounts, then you don't have to worry about taxes year to year. If you are investing in an ordinary brokerage account, then yes, if you sell you will have to report your capital gains from the sale and pay taxes on the growth this tax year. Is that a good idea? That's up to you. Depends on your income this year and what level of taxation you want to pay overall. Without knowing anything else, I would just say hold what you have and buy more of what you want when you have the money to do so. Cheers!
I tried to open an account
using my "android" phone.
It was impossible because
of the document download
roadblocks. I was not very
impressed. What a pain !
💵💵💵💵💵💵💵💵💵💵
Would you say vanguards platform has stayed the same since you made this video? In terms of user interface and the lack of detailed information compared to Charles Schwabs platform?
Adp told me I would receive a check and I could take a picture of it and Pit it into my new Vanguard açcount.How would I do that..
First time investing love your video.Looking to add a portfolio.
That's awesome Clive! Glad you found my channel. I wish you the best! Cheers!
Another great video! Thanks for the lesson teach! 😀
Thanks for watching Karen! Cheers!
Question - I currently invest all my money in SWTSX through Charles Schwab. I was curious if you thought that gives me a large opportunity for growth. I am not planning on touching any of this till retirement age so I would prefer my money to be in funds that can grow at a very large rate and later down the line I can adjust it to less risky funds. Are there any other Schwab funds you think I should put my money in?
Hey Alex! SWTSX is a great fund. You are in every stock publicly traded on the NYSE proportional to its market cap size. The fund is up over 400% since the market's March 2009 lows and that doesn't include the re-invested dividends. Just buy and hold, re-invest dividends, and ignore the market when it goes down (buy more if you can). You'll have a great fortune in 20+ years.
@@JakeBroe Thanks! Love the videos. I am a CPA so if you ever have a quick tax question for a video feel free to DM me.
Great Videos on Vanguard, Fidelity, and Schwab. Love the MKE flag!
Thanks Ryan! Go Packers!
I am a Schwab Fan Jake Vanguard is great for ETF and mutual fund and I swtiched to Schwab as my main broker in addition to ME lol
Hey Xiao! Yep, Schwab is great! I am using Vanguard for my Roth IRA (mutual funds) and Schwab for buying individual stocks. Both are good options!
I use Schwab for dividend investing and merill for vanguard ETF and individual stock but it doesn't have fractional share lol
That Chase quote got me. Opened a Roth IRA with Vanguard just after turning 18. Will be funding the account soon and investing in index funds to hold for life. Can’t wait to cash out millions 😎
Haha, maybe you are still young then? Put as much money as you can now and you will for sure retire a millionaire by 60!
My other comment is not showing up. I'll take that as a red flag
thank you, I really enjoyed this
Thanks for watching TroopCboy! Cheers!
More great info, Jake! 📈📈📈
Thanks so much Ross! Cheers!
Hey Jake, Just found you thank you for your service in and out of the military, I'm Navy. I was hoping for some guidance transferring to a Vanguard account. I am not a Day Trader, it's buy and hold for me. I was with Folio for a decade or so until they closed up shop. I was transferred to Interactive Brokers and it's all too confusing. I'm wondering if I should just transfer everything as is or liquidate all but Vanguard investments then transfer to them. BTW I'm retired in Okinawa, my wife teaches at UMGC on Kadena. Thank you for your time.
Thanks for the support Michael! If you want to transfer all your current holdings to Vanguard, I would recommend opening an account with them and then calling them. They can help you with the paperwork and process over the phone or through e-mail.
One thumbs up for the video and two thumbs down for all the mid roll commercial interruptions .
lol
Great Video!
Thanks Ellie! Cheers!
This is excellent! Thank you!!!
I’m happy with Vanguard
My 401 is with Vanguard. It does not not show me any information, not even how much I made over time, nothing at all. I thought it was because it was 401 account but what I see is the same even in other accounts, they just do not show any information.
Jake, do you have any experience with Vanguard's customer service ? i.e. have you had a problem and called their number for help?
@Jake Broe . If I want to hold long term should I also be considering the S&P 500 EFT or just solely stick to the S&P Index Fund?
That .04% expense ratio is only for Admiral class shares. There is a $10K minimum that must be invested in that fund to get that rate. Admiral shares are one of the biggest attractions to having a Vanguard account. People that buy Vanguard through other investment banks only get Investor Class shares regardless of how many dollars they buy.
I prefer ETFs over mutual funds because you are not subject to the minimum investment requirements. Being able to place stop and limit orders is a bonus. My only beef is that Vanguard does not have any cash management features.
Another awesome video, Scott. Great stuff to think about.
AT. I want to know that in addition to vanguard stocks if I can use other company's stocks such as coca cola and FDX
Hi Jake do you have a FB group ?
Hey Xiao! At this time I do not have a FB Group. If I choose to get out of the military and make RUclips my full time career, then I will definitely make a group!
@@JakeBroe GS in the making
So how do we contact you? Just in comment?
Add me group
Great information
Thanks Thomas! Cheers!
Hey Jake, INFJ here. I get it.
Haha, thanks PS! Cheers!
Thanks for this. Just a beginner and learning what a platform is.
Thanks for your insights!
You are welcome Kent! Cheers!
No one has been able to answer my question. Please help.
I have a roth and a brokerage account. Are both 6k total max contributions or theres no limit on the brokerage account?
Hey STG! You only have a $6K limit on contributions to your Roth IRA. You can contribute as much as you like to your ordinary taxable brokerage account. There is no limit there.
@@JakeBroe define a brokerage account. Is traditional ira and roth the same thing? Does Vanguard offer a brokerage account that has no limit? I wished I can show u a screenshot. So I maxed out in my roth and idk where else to put my extra money so I opened a brokerage account? Is that what its called?
@@SURGICALTECHGEEK traditional IRA is money you put in pretax and you get taxed when you withdraw, Roth IRA is money you put in after tax and will not be subject to taxes when withdrawn, a brokerage account is used to buy ETFs, mutual funds, individual stocks, first you have to have deposit money in your money market fund then you can buy what you want, retirement and brokerage are used differently
Hang on so how do you see how much money you’ve earned over a month or year?
Another winner, Jake! Thanks.
Thanks so much Bridget! Hopefully the algorithm gives me some help and people can find this video. Cheers!
@@JakeBroe maybe if you cross post on Other social media sites it will all converge and more people will find you. You’ve changed a lot of lives for the better, the comments show-and I for one find your posts as something that stand out from the crowd, especially since it seems other sites on similar topics have other motives. It’s clear you’re there to educate and help. Thank you! In my household, we talk about The Captain regularly after reading your posts. 👍
@@bridgetg1916 , I think you are right. I should start posting on Twitter and Instagram daily just to draw more people to my channel. It's tough right now because I want to keep this operation as simple as possible since I am still full time on active duty. It might just have to wait until the day I get out.
@@JakeBroe sent you a DM on Instagram
Hi there ,do you have a video on how to open a custodian account ? thank you
Jake, I'm 65 wanting to open a Vanguard account to rollover from my work 403b. I welcome your help. How do I make this happen. I opened a Vanguard account yesterday. But need to know next step. Can you help ?
Hey David! Sounds like you need to open a traditional IRA to then roll your money in. Now that you are a Vanguard customer, you can call them during the day and they can talk you through the process over the phone. Best of luck!
Can you trade index funds on vanguard?
You sure can! That is what they are famous for.
Thanks very much, very helpful!!!
This was much needed! Very detailed, thank you!
Thanks Yehia! Cheers!
ey jake, lets say I have a 403b and 401a retirement program partnered with vanguard,
scenario: stock market crash, where in the app i can park my stocks safely so it will not decrease because of the crash.
If these are retirement account and you are just buying and holding, then I don't recommend trying to time the market. You could sell too soon or late before a crash and then buy back in too late. Very easy to just underperform people who just buy and hold.
At of course using Vanguard platform since I have a Vanguard account if I can use stocks from Coca Cola, FDX etc. Or am i restricted to Vanguard products?
You can buy stocks through Vanguard. Online trades are free. You can purchase mutual funds and ETFs from other firms as well. Keep in mind you are subject to a transaction fee should you purchase a mutual fund from another firm in your Vanguard account.
just subscribed, thank you
Hey Jake. Question - How can I view exactly what price I bought specific stock shares at on Vanguard? Obviously this is useful to know when to sell, etc... Thanks!
Thank you for very important information
You bet Sommai! Thanks for the comments and support. Cheers!
This is an excellent video! You have done a wonderful job of showing me how to navigate this sight which is something that I have struggled with for a while. Thank you!
Can you do a tutorial on how to read a annual statement
From what I understand Vanguard isn't a bank which is the most important thing as they can't do bail-ins.
However is still looks like they put your money in a bank account like Chase when its not in investments so your cash is probably still susceptible to bail-ins. Sorry, I was watching a Lynette Zang video and had some wishful thinking.
Can you trade options
Well done, I enjoyed the video.
Thanks homie
You bet david! Cheers!
So if i choose Vanguard for my Roth IRA i cant invest in VTI or VOO?
Hey Hugo! You can buy VTI or VOO in your Roth IRA. No problem!
@@JakeBroe thanks jake I think I will choose vanguard for my roth
First! Finally
You got it this time Shaun!
Great
Thanks Obaydul!
tHANK YOU!
Where r the comments? Lol so I 2nd?
You are second! Congrats!
@@JakeBroe congrats Jake I look up to you a lot
that's who I use...
They are pretty great!
this is great info thank you! i love their low expense ratio and i'm very tempted to open an account...but if i have the ability to do Roth 401k thru my employer....does it not make sense for me to manage my own personal account until i'm to the point of maxxing out my Roth 401k thru my employer? again thank you for the content
Thanks Troy! You can always open a Roth IRA with Vanguard and contribute to your Roth 401k through your employer. It's up to you which you want to do. Or you can do both.
Bruh this video is for old ppl I’m not even old enough to work talking about a 4o1k and an ira account homie I’m not retired 😭😭😭
I have lots of videos on my channel talking about other platforms and investing styles.
I prefer fidelity for their zero fee index funds
Hey Terrenzvc! My next video will be me opening my first account with Fidelity. Once I make a couple more Vanguard tutorials, I will make tutorials for Fidelity as well. Both are great options!
Vanguard looks like a great choice for IRA's. Low fees, specialises in ETF's and bond's, abundance of resources and info. Yeah bare bones but use something like webull to track individual stocks..
Bingo KR3! You got it!
@@JakeBroe If I may ask as well, how do bonds fit in to IRA's? I heard so many opinions on them, avoid them, avoid a particular type, add sooner, add later. From what I heard they help as a stable back up for the volatility of the stocks and funds. But been hearing the likes of Warren Buffet and Ray Dalio say they are bad news.
@@kingrichardiii6280 , if you want to hold bonds in an ordinary brokerage account for short term growth because you might need that money in the near future, that makes sense. However, holding bonds in a retirement account for decades mathematically makes no sense to me. Avoid bonds in retirement accounts.
@@JakeBroe OK thanks for the info.