After a terrible 2022, shell-shocked financial backers have a lot to think about and losses to recover from. An expansion report and a wealth of other data did little to alter assumptions that the Central bank would likely keep raising interest rates regardless of whether the economy slows down. This implies that portfolios will experience more losses during the first quarter of 2023. I'm currently at a crossroads deciding whether to exchange my $250k security/stock portfolio; how might the continuous market volatility work to my advantage?
One of the main reasons I have a portfolio coach supervise my daily investment decisions is that their whole skill set is focused on trading long and short while using profit-oriented strategies and avoiding risk as a hedge against inevitable downtrends. When paired with insider information and analysis, underperformance is exceedingly difficult. Since employing a coach for around two years, the return on investment has topped one million five hundred thousand dollars.
Significant growth Please tell us the name of the expert who is assisting you. I've heard a little about coaching, which is working with an IVT coach to match trades in your trading account as opposed to only paying the broker; is this the case in your case?
*PRISCILLA DIANE AIVAZIAN* appears to be very knowledgeable. I discovered her online profile and read through her resume, educational background, and qualifications, which were all very impressive. She is a fiduciary, which means she will act in my best interests. So I scheduled a session with her.
I know we are talking finance but, guys let’s give it to Joshua for his video qualityyyyy. Keep it up Joshua, always a pleasure to watch you with so much confidence and ease.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
@jacksonroman1621... Good Day My friend, do yourself a favor...stop trying to find the elusive needle in the haystack just buy the whole haystack...(index funds)🤔
You said you would do a Finelity Index fund video and you did. Your a man of your word. I'm sure this took a lot of time and research on your part so thank you for doing all of that.
An ex-colleague convinced me into stock trading and investments as profitable alternative sources of income. Unfortunately, I have been down ever since. Right now, my portfolio is down by more than 40% and it's really getting depressing. Next time, I will spend my money on myself first before considering whether I will invest or not.
I feel for you. Newbies must realize that the market comes with lots of risks. It is a zero sum game and you could potentially lose all. Always make correct inquiries before putting your money somewhere or better still, get the services of a pro (that way, you give little room for error). Made my first million earlier this year this way. Good luck!
@@hildredscali1754 Very sound and pragmatic. I have been into this for long and though I won't say I have lost a fortune, but I have squandered quite a lot. If it's not a problem, do you mind recommending the pro you worked with? I could definitely use the help of one right now... I look forward to your reply...
@@emersonstagnitta65 Funny enough, I can honestly relate. It takes some level of decisiveness and discipline. I don't know if I am permitted to drop it here, but her name is "Leah Marie Sandock". Was in the news a lot in 2018. You may check her out online for more.
@@hildredscali1754 wow I know this little lady. Once attended a fundraiser she was also in attendance here in Vancouver,, Great speaker with a funny accent,, She's American though, I doubt she works with foreigners,,,
I wish I found your channel earlier. There are so many resources out there of people, day trading, swing trading and crypto speculating. You are the only person I know who looks at ETFs and funds and just reports on the pro's and con's from your perspective. This is great, sharing the channel with all my friends and family!
Man, your videos are really great, learned a lot from you and this made it so easy for me to research further on how to invest. Good job and thank you !
This was by far the best explanation to date. I will watch several more times to take notes, and look at what I'm holding, and where to move forward after all this information.
Love the video new to your channel. Easily explained with pros and cons. Putting my cousins, friends and family to start their investment accounts. Just by sending them this video I can help them decide what to choose. Thank you! Just subscribed
I appreciate the content man coming from a person that has previous experience in the invesment world. your videos are on point and deliver a clear message. Thank you.
Saturday night late. Or was it early Sunday morning, I was surfing RUclips stock videos. One of the most professional presentations I have seen. Just excellent.
Great work with the channel. Honestly one of the only 3 channels I learn from on investing (Earn Your Leisure and Dumb Money) being the other 2. Look forward to the channel growth.
I'll find your videos very informative. Straight to the point.. Perfect delivery of this type of information along with the pros and cons. keep up the great work. Very empowering information . Gonna GET TO work on that Roth IRA set up. 401k already with Fidelity.
Fantastic video. I'm very late to the investment game and started out with Stash. After researching more, I'm in the process of transferring my mostly fractional shares to a Fidelity account. Since they will convert to cash, i was wanting to find good investments to prepare for when the transfer completes. This list helps. I love that you have pros and cons for each. And gotta say the video quality is amazing. Great job!
Very nice you are not the only one suggesting some of these funds. I've got half of them in my Roth. I also have POWW at the time of this post it's forecasted to increase near 100% in the next 3 years (fingers crossed)
all good funds ... but really all you need is a usa based fund, a bond fund, an international fund , a total market fund and a "startup" fund ... yes I am simplifying those names, but you get the point.
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks gold, silver and digital currencies.I am grateful to be informed by my ever able advisor, Jane Marie Kunak.
Picking individual company stocks often causes people to not make as much wealth gains compared to just investing in a good index fund. Individual stock picking is for people who have enough excess cash that they are prepared to lose should the company start failing.
Last summer when the S&P 500 was above 4000 I thought for sure we were going to crash soon, but I’m happy I didn’t sell my S&P holdings. After all, quarterly dividends win the day, and time in the market beats timing the market. 💪🏽💰
Ladies and Gentlemen, this is why Dollar Cost Averaging is very important. Sure you will buy when it’s high, but you’ll also buy when it’s low. In the long term you should be victorious. Time is in your side!
@@shannoninnes3974 A mixture of both. I am no pro in this and these things take alot of time to get a hang of. I suggest you automate your stock picks with the help of a certified investment-adviser so you can focus on the things that matters the most.
Very good information. I'm looking to rollover my job anninuty. I'm only looking to invest a small portion into mutual funds. You help me decide on the two.
I have pretty good stock diversification in Fidelity, but not so much in bond funds. I’ve looked at bond funds, but none really peaked my interest. Any suggestions?
Love the breakdown. I've gradually built my finance and made my first $100k through investing, and with what I’ve learned over a decade investing, given enough time, solid investments have the potential to double the initial principal amount, but many investors are instead attracted to the lure of high yields in short periods of time despite the possibility of unattractive losses before even getting out. So the onus is on newbies to beware.
@Linda Aramendiz As long as you diversify your portfolio, any single stock that you own shouldn’t have too much of an impact on your overall return. If it does, buying individual stocks might not be the right choice for you, as you can also try out the Roth IRA or I series bonds. Even index funds will fluctuate, so you can’t get rid of all of your risk, try how you might. With help, these are achievable. LEVI CLEMANS, a pro Fiduciary oversees my portfolio. You can look him up online, and connect him.
Definitely! It’s no secret how rewarding and profit worthy investing in the trade market can be speaking for myself I’ve never considered going into it but I think it’s time for a change of mind. I wanted to learn how to do it myself, but I believe in mentoring, I’m only getting a rough sketch the framework. I’m most certain that I’ll make profit investing with guidance.
Clemans will go the extra mile to educate and provide real value to his clients and he has earned our gratitude and loyalty over the years we have had the pleasure to work with him.
Question. I have my Roth with vanguard and VTSAX, but i want to use fidelity as my brokerage. What infex fund would you recommend as kind of my 'fidelity baby' which will be my main portfolio. Should I just go with number 1 or 2?
Great video Joshua! FNCMX is the Nasdaq Composite, your viewers might be confused since you mention the Nasdaq 100 which FNCMX is not. Nasdaq 100 is QQQ ETF.
Can either of you explain why it is better to invest in The S&P 500 over the Nasdaq 100? I know the expense ratio is higher with the Nasdaq 100 but the return is a $20k difference over 10 years. I realize Tech is taking a beating but I'm sure that will turn around. Combined with total market why wouldn't the greater return be the better bet? I will continue to invest in Total market but now I'm wondering should I invest into Nasdaq 100 over the S&P. I realize you are not my financial advisor, just would like to learn personal opinions.
After a terrible 2022, shell-shocked financial backers have a lot to think about and losses to recover from. An expansion report and a wealth of other data did little to alter assumptions that the Central bank would likely keep raising interest rates regardless of whether the economy slows down. This implies that portfolios will experience more losses during the first quarter of 2023. I'm currently at a crossroads deciding whether to exchange my $250k security/stock portfolio; how might the continuous market volatility work to my advantage?
One of the main reasons I have a portfolio coach supervise my daily investment decisions is that their whole skill set is focused on trading long and short while using profit-oriented strategies and avoiding risk as a hedge against inevitable downtrends. When paired with insider information and analysis, underperformance is exceedingly difficult. Since employing a coach for around two years, the return on investment has topped one million five hundred thousand dollars.
Significant growth Please tell us the name of the expert who is assisting you. I've heard a little about coaching, which is working with an IVT coach to match trades in your trading account as opposed to only paying the broker; is this the case in your case?
Maybe you've already met *PRISCILLA DIANE AIVAZIAN* , my coach. Look her up; many consider her to be the greatest in her profession.
*PRISCILLA DIANE AIVAZIAN* appears to be very knowledgeable. I discovered her online profile and read through her resume, educational background, and qualifications, which were all very impressive. She is a fiduciary, which means she will act in my best interests. So I scheduled a session with her.
I know we are talking finance but, guys let’s give it to Joshua for his video qualityyyyy. Keep it up Joshua, always a pleasure to watch you with so much confidence and ease.
@@dorothymartin8557 The hell kinda comment is this. Weird af
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
@jacksonroman1621... Good Day My friend, do yourself a favor...stop trying to find the elusive needle in the haystack just buy the whole haystack...(index funds)🤔
Great video! Love that you added the expense ratio as well.
You said you would do a Finelity Index fund video and you did. Your a man of your word. I'm sure this took a lot of time and research on your part so thank you for doing all of that.
George, I'm happy to see you comment! I did, the moment you asked for it I queued it 👍
Thank you, Brother!
Sir I am from India sir yaha pe apke fidelity Kompany ke nam pe bahot bada froud hua hai please help me 🙏🙏 quick the action
I recommend Greg patton trading services for you , his strategies is working for me at moment and making good profit from bitcoin trading
The quality of video does not match how many subscribers you have 🙌 you deserve a lot more. Love your video! So easy to follow along. New sub!
Clean, well produced, easy to follow. I'll be back for more. Thanks!
Great way to break this complex topic down! You’re the personal finance teacher we needed but never had in HS! Lol
Thank you for presenting both pros and cons of each fund. Also appreciate the hypothetical investment scenarios. (Excellent graphics=bonus)
You're very welcome Sadie! Thanks for watching 😊
@@JoshuaMayo I hate Mayonnaise as well lol great content by the way
An ex-colleague convinced me into stock trading and investments as profitable alternative sources of income. Unfortunately, I have been down ever since. Right now, my portfolio is down by more than 40% and it's really getting depressing. Next time, I will spend my money on myself first before considering whether I will invest or not.
I feel for you. Newbies must realize that the market comes with lots of risks. It is a zero sum game and you could potentially lose all. Always make correct inquiries before putting your money somewhere or better still, get the services of a pro (that way, you give little room for error). Made my first million earlier this year this way. Good luck!
@@hildredscali1754 Very sound and pragmatic. I have been into this for long and though I won't say I have lost a fortune, but I have squandered quite a lot. If it's not a problem, do you mind recommending the pro you worked with? I could definitely use the help of one right now... I look forward to your reply...
mine is down more than 60% and for some reason I'm not panicking yet
@@emersonstagnitta65 Funny enough, I can honestly relate. It takes some level of decisiveness and discipline. I don't know if I am permitted to drop it here, but her name is "Leah Marie Sandock". Was in the news a lot in 2018. You may check her out online for more.
@@hildredscali1754 wow I know this little lady. Once attended a fundraiser she was also in attendance here in Vancouver,, Great speaker with a funny accent,, She's American though, I doubt she works with foreigners,,,
Just found your channel and already learned a few things! Happy to subscribe.
You’re really good at explaining things. I’m glad I found your channel, thanks for sharing this!
Thanks for watching! I'm glad I can help!
Man he is excellent. I love the informative, straight to the point delivery. Very empowering
The production value of your videos is insane. Newly subscribed. Keep it up.
Thanks Josh really appreciate this!
I wish I found your channel earlier. There are so many resources out there of people, day trading, swing trading and crypto speculating. You are the only person I know who looks at ETFs and funds and just reports on the pro's and con's from your perspective. This is great, sharing the channel with all my friends and family!
Excellent video. Thank you.
Man, your videos are really great, learned a lot from you and this made it so easy for me to research further on how to invest. Good job and thank you !
Phenomenal video. Very clear, my guy. Thank you!
Thanks for the in depth and concise information, appreciate your presentation and information is very useful, keep it up.
This was by far the best explanation to date. I will watch several more times to take notes, and look at what I'm holding, and where to move forward after all this information.
Subscribed in 30secs. Thank you sir!
First video, subbed. Great content! Always looking to learn about how to improve my Fidelity Index Funds investments!
Great information! Thank you.
Thank you Joshua, the video is very well explained, and helpful.
Just looking into fidelity and I like them, hands down you have the best explanation of fidelity’s index funds. Good work.
That was excellent!
This is such a great in depth video! Thanks for an amazing video! I’m so glad I started following you a couple days ago😍😍😍
Wow straight to the point from the start of this video. Super helpful. Learned a lot, thank you!!!!
just viewed this, and new to this channel. Wow, very well represented information, and easy to follow without dragging on.
I’ve had a fidelity account for 2 years I’m still young never knew about these advantages thanks homie lol
Thank you! I just subscribed your channel.
In my journey of financial literacy I found your channel and glad I found someone I can actually understand. ☝🏾subscribed 😌
Top quality work! Followed 👍🏼
Great content. Thanks!
Great vid, very helpful. Thanks
You’re welcome brother. Awesome channel
This video was 👏🏽 Your detail to providing information is exactly what I’ve been searching for when it comes to my fidelity funds. Thank you!
Amazing explanations and graphics. Gotta love when individuals put in QUALITY! Thanks G
For someone just getting into the stock market, this vid is so well done and helpful. Thank you 🙏🏼
Another great one Joshua. :) I'm taking notes on these videos like I'm back in college. Lol.
Very helpful!
Really good video! Ty
ngl, a very clear and concise explanation of index funds and the pros and cons of certain kinds
Excellent video !
so nice man. thank you.
Impressive Presentation. Thank you.
Well explained, Joshua! Thank you
Love the video new to your channel. Easily explained with pros and cons. Putting my cousins, friends and family to start their investment accounts. Just by sending them this video I can help them decide what to choose. Thank you! Just subscribed
Quality video. Thank you.
Respects, Josh. Wonderful presentation. Well done!
You're literally the best! I love this! You're so smart and great at these videos!
Bro that second camera angle is cleeeeaaaaannnn. Great video! FZROX is one of the best out there
Thanks bro!! I was really happy with how it turned out!
great vid! thanks boss
Thanks for the info!
Thank you for making your presentation easy to understand. Extremely helpful!!!
Great video! Thanks for sharing your knowledge with us. Looking forward to future content.
Thanks so much Daniel! 🙌
I appreciate the content man coming from a person that has previous experience in the invesment world. your videos are on point and deliver a clear message. Thank you.
Presentation = 10/10
Delivery of Information = 10/10
Great job! You have earned yourself a new subscriber. I am looking forward to future videos :)
Wow, thank you!!
Saturday night late. Or was it early Sunday morning, I was surfing RUclips stock videos. One of the most professional presentations I have seen. Just excellent.
Excellent video bro, nicely done 👍
Joshua, thank you very much for your recommendations, you explain things very well in a clear way, excellent work.
Great work with the channel. Honestly one of the only 3 channels I learn from on investing (Earn Your Leisure and Dumb Money) being the other 2. Look forward to the channel growth.
That means a lot Sean, thank you brother 💪
I'll find your videos very informative. Straight to the point.. Perfect delivery of this type of information along with the pros and cons. keep up the great work. Very empowering information . Gonna GET TO work on that Roth IRA set up. 401k already with Fidelity.
Great. Thanks.
You should do one of these on Vanguard. Thanks for these videos. I'm new to investing, and your videos are really helpful
Excellent video!!! Really appreciate your knowledge in finance!!! 👍👍👍
Thank you! :) 👍
Good video bro
Thank you for this video 💖👏💖👏💖👏💖
Excellent video..
I am liking this channel. Great content
Thanks brother! 🙌
Fantastic video. I'm very late to the investment game and started out with Stash. After researching more, I'm in the process of transferring my mostly fractional shares to a Fidelity account. Since they will convert to cash, i was wanting to find good investments to prepare for when the transfer completes. This list helps. I love that you have pros and cons for each.
And gotta say the video quality is amazing. Great job!
Me too, I think he's a great and presentation was awesome. I can now start transferring to Fidelity
As usual, a well thought out video from Josh. Hi dear Bro. Indeed you are diligent. God bless and Godspeed. 🙏🙌♥️❤️😀
Thanks you Bro!! :) 🙌
Ridiculously helpful
Amazing video with very useful contents.Thank you very much.
You're welcome Bobby! 👍
Very nice you are not the only one suggesting some of these funds. I've got half of them in my Roth. I also have POWW at the time of this post it's forecasted to increase near 100% in the next 3 years (fingers crossed)
all good funds ... but really all you need is a usa based fund, a bond fund, an international fund , a total market fund and a "startup" fund ... yes I am simplifying those names, but you get the point.
very helpful to me. Thank you.
Glad to hear that!
Good video
I checked my accounts and I'm already invested in 5 of these.....lol.
Thanks Joshua!
Lol nice! 👍
Great info thanks! I use several of these. Sold my international indexes recently however, to reduce my exposure to China (CCP)
Thanks!
Antione you're awesome, thank you!!
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks gold, silver and digital currencies.I am grateful to be informed by my ever able advisor, Jane Marie Kunak.
Found her webpage by looking up her name online.... Her resume is quite outstanding, I'll be writing a mail to her shortly.
Picking individual company stocks often causes people to not make as much wealth gains compared to just investing in a good index fund. Individual stock picking is for people who have enough excess cash that they are prepared to lose should the company start failing.
Diversify your portfolio, any single stock that you own shouldn’t have too much of an impact on your overall return.
Great video good info. What is an ideal position to have in any of those funds?
Last summer when the S&P 500 was above 4000 I thought for sure we were going to crash soon, but I’m happy I didn’t sell my S&P holdings. After all, quarterly dividends win the day, and time in the market beats timing the market. 💪🏽💰
Ladies and Gentlemen, this is why Dollar Cost Averaging is very important. Sure you will buy when it’s high, but you’ll also buy when it’s low. In the long term you should be victorious. Time is in your side!
When active fund managers pick stocks, do they do so based on fundamentals or do they do technical analysis? Is it a mixture of both
@@shannoninnes3974 A mixture of both. I am no pro in this and these things take alot of time to get a hang of. I suggest you automate your stock picks with the help of a certified investment-adviser so you can focus on the things that matters the most.
@@dustinbowie3616 How do you find such a person? Are rates reasonable?
I went with Brenda Gay Mclean who does your assessment for free and help you make a plan. She is available via her web page.
Very good information. I'm looking to rollover my job anninuty. I'm only looking to invest a small portion into mutual funds. You help me decide on the two.
New subscriber here
excellent .. New to all this and wanna have help.
Hi Josh! Love your videos! Would mind clarifying which is best….stocks and shares ISA or index funds
is it best to just continue buying monthly FSKAX and holding it for 3-4 yers.. will it give good money.. ?
good video, for clarification at the end which two index funds did you recommended combining for full exposure
I have pretty good stock diversification in Fidelity, but not so much in bond funds. I’ve looked at bond funds, but none really peaked my interest. Any suggestions?
Hey Josh, what are your thoughts on FENY? With all of the talk about energy I would think this fund would be taking off but very little so far.
Hi, Josh. thanks for the information. So do you recommend having multiple index funds or just putting all your savings into one? Thank you
I was thinking the same thing.
Question, I invest w/Fidelity, are $FXAIX & $FTEC or $FSAK equivalent to $VOO & $VTI?
Love the breakdown. I've gradually built my finance and made my first $100k through investing, and with what I’ve learned over a decade investing, given enough time, solid investments have the potential to double the initial principal amount, but many investors are instead attracted to the lure of high yields in short periods of time despite the possibility of unattractive losses before even getting out. So the onus is on newbies to beware.
@Linda Aramendiz As long as you diversify your portfolio, any single stock that you own shouldn’t have too much of an impact on your overall return. If it does, buying individual stocks might not be the right choice for you, as you can also try out the Roth IRA or I series bonds. Even index funds will fluctuate, so you can’t get rid of all of your risk, try how you might. With help, these are achievable. LEVI CLEMANS, a pro Fiduciary oversees my portfolio. You can look him up online, and connect him.
Definitely! It’s no secret how rewarding and profit worthy investing in the trade market can be speaking for myself I’ve never considered going into it but I think it’s time for a change of mind. I wanted to learn how to do it myself, but I believe in mentoring, I’m only getting a rough sketch the framework. I’m most certain that I’ll make profit investing with guidance.
Clemans will go the extra mile to educate and provide real value to his clients and he has earned our gratitude and loyalty over the years we have had the pleasure to work with him.
Brilliant
Thank you!
Question. I have my Roth with vanguard and VTSAX, but i want to use fidelity as my brokerage. What infex fund would you recommend as kind of my 'fidelity baby' which will be my main portfolio. Should I just go with number 1 or 2?
I only have 1 of the 5 but it’s a start 👍
Love this one. I am all about Fidelity but QQQM? Hmmm.
Thanks rscully! Haha it's essentially QQQ but brand new with a lower expense ratio. Definitely tech-heavy (which hasn't been pretty last couple days)
Thank you i will be helping my 20yr son open his Roth IRA this is very helpful
Great video Joshua! FNCMX is the Nasdaq Composite, your viewers might be confused since you mention the Nasdaq 100 which FNCMX is not. Nasdaq 100 is QQQ ETF.
Hi Vu, you are definitely correct about that, thanks for pointing that out I think I accidentally cut that information out during my edit
Can either of you explain why it is better to invest in The S&P 500 over the Nasdaq 100? I know the expense ratio is higher with the Nasdaq 100 but the return is a $20k difference over 10 years. I realize Tech is taking a beating but I'm sure that will turn around. Combined with total market why wouldn't the greater return be the better bet? I will continue to invest in Total market but now I'm wondering should I invest into Nasdaq 100 over the S&P. I realize you are not my financial advisor, just would like to learn personal opinions.